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How to Disable the Purchase Order (PO) Workflow
Tip of the Day: Have you ever wondered how to Disable to Purchase Order Workflow.
Jul 26, 20241 min read


How to Handle Over-Deliveries from Vendors
Have you ever received more goods from a vendor than you ordered, and they told you to keep the extra items for free?
Jul 26, 20241 min read


Update Standard Cost Automatically
Tip of the Day: Did you know that you can automate the update of the standard cost on purchased items in Microsoft Dynamics 365 Finance...
Jul 3, 20241 min read


Error “Payments made via the ACH method of payment can have only one payment specification.”
Microsoft D365 Finance and Supply Chain (D365 F&SC), do you ever get an error message that seems so simple, but the solution is not obvious?
Jun 12, 20241 min read


Sales Order Sales Tax/VAT Corrections
Do you sometimes make mistakes with the sales tax/VAT when invoicing your customers? How do you fix them?
Jun 4, 20241 min read


5 Tips to understanding the Cash and Bank Foreign Currency Revaluation Process
This post provides you with 5 tips that will help you run the Cash and Bank Foreign Currency Revaluation Process smoothly and accurately.
May 30, 20242 min read


Becoming a Dynamics 365 Supply Chain Management Functional Consultant
Learn the essential supply chain management concepts and processes within Dynamics 365 Supply Chain Management to become a skilled...
May 22, 20243 min read


This is a Custom Field?
In Microsoft Dynamics Finance and Supply Chain (D365 F&SC) the system allows you to add Custom Fields to the screen.
May 22, 20241 min read


Procurement and Sourcing - Procurement Categories ERROR Your organization does not have a procurement category hierarchy. Set up a procurement category hierarchy in the Product information management
If you encounter an error message that says "Your organization does not have a procurement category hierarchy", don't panic. This simply mea
Apr 25, 20241 min read


How to use Copilot to summarize a Word file
Are you a Copilot newbie like me who wants to explore its amazing features? Then you're in the right place. I'm going to share with you some
Apr 25, 20241 min read


How to file the VAT 100 Report to the HRMC for the UK in a TEST environment
How to file the VAT 100 Report to the HRMC for the UK in a TEST environment
Apr 24, 20241 min read


Head in the Cloud: Working Wise - How is Microsoft securing your data?
Podcast: Head in the Cloud: Working Wise - In terms of data security and compliance, what assurances does Microsoft provide.
Mar 18, 20242 min read


Submit AP Invoice to Workflow without Accounting Distribution
You have some pending vendor invoices for procurement categories that do not have predefined GL accounts.
Feb 28, 20241 min read


Cost Sheet Burdened Purchase Cost
Many companies that use Microsoft D365 Finance and Supply Chain (D365 F&SC) face a challenge when it comes to accurately valuing inventory.
Feb 7, 20241 min read


How to split Revenue automatically when posting a Sales Order Invoice
You might be interested in how to distribute revenue across different GL accounts automatically when you post a Sales Order Invoice. This mi
Jan 26, 20241 min read


Things to do after a database has been copied to another environment
One of the common tasks in Microsoft D365 Finance and Supply Chain (D365 F&SC) is to refresh the data in different environments.
Jan 18, 20242 min read


Set the session inactivity timeout
Does your D365 session automatically log you out to frequently (or not frequently enough)? This can be frustrating or inconvenient. You can
Jan 16, 20242 min read


When running the Year-End Close Process: Retained Earnings is by Financial Dimension instead of just 1 line for Retained Earnings
It’s that time of year again where you are running the Year-End Close process, which transfers the balances of your income and expense accou
Jan 10, 20243 min read


Error when running the Year-End Close Process: Total of the transactions in the year is not 0.00. Total is #####. This is a serious error. Run Check on ledger transactions.
It’s that time of year again where you’re running the Year-End Close process to get the Beginning Balances in the Trial Balance. If you hap
Jan 8, 20249 min read


Financial Reporter - How to use the Voucher Attribute on the Row Modifier
imagine being able to customize your Financial Reports to show the information that matters most to you.
Jan 4, 20241 min read
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