Microsoft Dynamics 365 Cash & Bank Management – Create a Bank Account
Create a Bank Account: Bank accounts are common in Cash & Bank Management module. User may create default Bank accounts for Customers & Vendors in Accounts Receivable & Accounts Payable To create a Bank Account, go to Cash & Bank Management > Bank Accounts >Bank…
Microsoft Dynamics 365 Finance –Accounts Receivable Customer Postdated Checks
Customer Postdated Checks: Most of the time many businesses receive payments from customers in the form of checks. Some of the checks needs to be settled or matured at some future dates. Dynamics Fin&Ops provides the functionality to record such transactions using Postdated Checks functionality…
Microsoft Dynamics 365 Finance –Accounts Receivable Customer Payment Receipts
Customer Payment Receipts: Customer payments are usually settled using Customer Payment Journal in the Accounts Receivable Module. To settle a Customer outstanding Invoice, Go to>Account Receivable>Payments>Customer Payment Journal Click new to create a new payment journal, Choose journal from the dropdown. Choose the newly…
Microsoft Dynamics 365 Cash & Bank Management – Create and Delete Checks
Create and delete Checks: Dynamics Finance & Operations allows to configure two types of Checks in Cash & Bank Management module: 1- Free (In this method system allows to create checks without any prior check creation) 2- Fixed (In this method checks are generated prior…
Microsoft Dynamics D365 Expense Management Process
Expense Management Create Expense Report To create an Expense Report, go to Expense Management > My Expenses >Expense Report Open expense reports and create a new one, fill in Report purpose, Location and warehouse and click “Ok” Record Expenses in Expense Report To Record Expenses…
Microsoft Dynamics 365 Finance –Accounts Receivable Customer & Posting Profiles
Create a Customer Group: Customer Groups are used to substitute customers into different groups. To create a Customer Group, go to Accounts Receivable > Setup >Customer Groups When Customer Group form is opened, click new to create a new group, fill in the description and…
Microsoft Dynamics 365 Finance –Accounts Payable Vendor Payment
Vendor Payment: To make Vendor Payment, go to>Accounts payable> Payments and then click >Vendor Payment journal Click New to create a new journal and then select the newly created Journal Batch Number. Open the Selected Journal Lines. A form will open where user will select…
Microsoft Dynamics Supply Chain Management-Transfer Order Creation
Create a Transfer Order: To create a new Transfer order user will access Inventory Management>Outbound Orders>Transfer Orders. Open transfer Orders and create a new one. A Transfer Order form will be opened, Fill in the From Warehouse – To Warehouse and Item & quantity details….
Microsoft Dynamics Supply Chain Management-Production & Quality Order Creation
Create a Production Order: To create a new Production order manually user will access Production control>production orders>All Production orders. Open All production orders and then create a new one. Click on Production Order button to create a new Production order as shown above. A new…
Microsoft Dynamics Supply Chain Management-Production Bill of Material Creation
Production Order Management; The primary responsibility of production order is to manufacture finished goods. The manufacturing process may include Raw-material & semi-finished items, which are included in the bill of materials of finished items. Following options are available for creating a production order: Manually…
