FINANCIAL TAGS IN DYNAMICS 365 FINANCE & OPERATIONS
FINANCIAL TAGS IN DYNAMICS 365 FINANCE & OPERATIONS In version 10.0.32, Microsoft introduced financial tags, and subsequent releases have expanded their implementation across additional journals with new features and functionalities. In this article, I will explain the basics of financial tags with examples,…
Apply Signing Limit Policy in Dynamics 365 for Finance and Operations Workflow
Introduction This guide provides a step-by-step process for creating and associating signing limit policy within workflows in Dynamics 365 for Finance and Operations. In D365 FCO a signing limit policy defines the maximum financial amount a user can approve or spend on behalf of their…
Microsoft Dynamics D365-Retail Sales Prices and Discounts
Process Overview: In D365, retail sales prices default from a variety of configurations. This document summarizes options for retail prices, along with expected settings for Frontier, and includes the SOW process: 35.25.035 Apply discounts, POS. Requirements – Work Items Ability in POS to…
Microsoft Dynamics D365-POS Returns and Exchanges
Process Overview: Customers will occasionally bring products to be returned or exchanged to the store, for processing. This document explains those processes in D365 Commerce. Requirements Requirement – Ability to issue a refund when customer returns a recalled product. FIT Different GL account to…
Microsoft Dynamics D365-Create and Manage Employees
Process Overview: Workers for the first stores will be added manually in D365. This document shows the steps to accomplish adding workers. Requirements – Work Items Decision – One employee address book will be shared for all stores, so store employees can go into…
Microsoft Dynamics D365-BOPIS (Buy Online, Pickup in Store) Process
Process Overview: Frontier customers will place orders online, to be pickup up in a store that the customer selects. This process document covers the steps to process customer orders from online order to store pickup. Process Steps Customer on Ecom site Sign in Select order…
Microsoft Dynamics Supply Chain Management-Goods in; purchase inventory, stores
Add a new purchase order: Add a new purchase order and select the vendor: Scroll down on the right pane and select the warehouse (store) and requested receipt date. All other fields should default. Click ‘OK’ when complete, to advance to the lines area. Detail…
Microsoft Dynamics Supply Chain Management-Purchase Return Order
Purchase Return Order 1. Accounts payable 2.Common 3.Purchase orders 4.All purchase orders Open All Purchase Orders and create a new one Create purchase Order window will be opened in the next screen. Select a Vendor Account from Vendor Account Drop Down Menu. Once a Vendor…
Microsoft Dynamics D365-POS Basic Operations Part 1
Navigating: The ‘Home’ screen can always be accessed from the tribar. The next two options are product searches. And the ‘Transaction basket’ is where most colleagues will spend their time. Home screen ‘Get Started’ tasks: Tasks operations and Customer: Show journal is a powerful…
Microsoft Dynamics Add-Maintain Accounts and Financial Dimensions
Process Overview: adds accounts to the chart of accounts and adds cost center values, both in Workday, reciprocal entry of new values used will be required in D365. This document explains how to add new accounts and Cost center values (financial dimension values) in D365….
