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Financial Period Close Workspace: Why can everyone see the tasks but me?

Thought of the Day: "In times of stress, the best thing we can do for each other is to listen with our ears and our hearts and to be assured that our questions are just as important as our answers.” - Fred Rogers (aka Mister Rogers) Tip of the Day: If you’re in the Financial Period Close Workspace in Microsoft Dynamics D365 Finance and Supply Chain and everyone can see the tasks but you, don’t despair! Here’s what to do instead. Understanding the Financial Period Close Work

General Ledger

Nov 19, 20252 min read

Error Deduction amount may not be less than or equal to the maximum underpayment amount

Thought of the Day: "We see things not as they are, but as we are. Because it is the 'I' behind the 'eye' that does the seeing." Anaïs Nin Tip of the Day: When doing a Customer Payment Journal in Microsoft Dynamics D365 Finance and Supply Chain if you get the error "Error Deduction amount may not be less than or equal to the maximum underpayment amount" in the video below start at minute 3:00 and you'll see why. Until next time, keep your head in the cloud, and keep workin

Accounts Receivable

Nov 13, 20251 min read

How to do a write-off on the Customer Payment Journal using the Deduction feature

Thought of the Day: "Talent is never enough. With few exceptions, the best players are the hardest workers." Magic Johnson Tip of the Day: If a customer pays less than the amount due on an invoice, you can use the Deduction feature in the Customer Payment Journal of Microsoft Dynamics D365 Finance and Supply Chain to write off the remaining balance. Check out the short video for more information. Until next time, keep your head in the cloud, and keep working wise! To advan

Accounts Receivable

Nov 13, 20251 min read

How to create and apply a Prepayment to a Purchase Order

Thought of the Day: "Just because you failed doesn't mean you're a failure. A loss doesn't make you a loser and while you may have quit, you’re not a quitter. One moment doesn’t define you or your life. Keep learning, get better, and grow stronger through adversity and become all you’re meant to be!” #JonGordon Tip of the Day: In Microsoft Dynamics D365 Finance and Supply Chain, it is quick and easy to create and apply the Prepayment to a Purchase Order. This process involve

Accounts Payable

Oct 27, 20251 min read

Why is the Budget Control check not working on my Purchase Order

In Microsoft Dynamics D365 Finance and Supply Chain, Budget Control ensures enough funds are available for purchases. Once basic budgeting is set up, activate budget control using the ledger, which defines accounts, currencies, and fiscal calendar. Select the financial dimensions needed for budgeting. If Budget Control isn’t triggered on a Purchase Order, simply follow the steps in this video to resolve it.

Budgeting

Sep 22, 20251 min read

How to add a new Vendor Hold Reason Code

In Microsoft Dynamics D365 Finance and Supply Chain, when putting vendors on Hold, would you like to add your own hold code? Check out this video to see how.

Accounts Payable

Sep 22, 20251 min read

#SummitNA Presenter Interview with ✨ Alicia King (RSM US LLP) on the Microsoft “Dynamics Weekly” Podcast.

Podcast: Live Discussion with Summit Presenters with Noah Moseley and Alicia King

🎓 Experts in the Microsoft Dynamics platform of products are going to Summit 2025 in Orlando for October 19-23 and presenting sessions all that week.

Podcast

Sep 12, 20251 min read

How to approve a Vendor Payment Journal using a workflow and generate payments

In Microsoft Dynamics D365 Finance and Supply Chain, you have the ability to utilize a workflow process to review and approve vendor payment journals before proceeding to generate the actual payments. This workflow ensures that payment requests are properly vetted, providing an added layer of control and accountability within your financial operations. Once the journal has been approved, you can seamlessly move forward to process payments, helping maintain both accuracy and c

Accounts Payable

Sep 3, 20251 min read