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…
Microsoft Dynamics 365 HR & Payroll –Processing of Payroll
Processing of Payroll For Payroll processing, it is important to update leavers and joiners. Check complete profile of Hired employees. After the verification, Generate Earning Statements In payroll module, Earning statement processing, click on Generate earning statement Add pay cycle and Pay period. Click on…
Microsoft Dynamics Supply Chain Management-Procure To Pay Process
Purchase Order Creation 1.Open Accounts Payable 2.Purchase Orders 3.All Purchase Orders Click New in the action pane to create a new purchase Order Create purchase Order window will be opened, select a Vendor Account from Vendor Account Drop Down Menu. Once a Vendor Account is…
Microsoft Dynamics 365 HR & Payroll –Adding New Employee
Create New Employee 1. On workers form, Click on new Button, Add employee details 2. Add Employee Name 3. Last Name 4. Personal Number 5. Employment start date 6. Add previously created position, or open position. 7. Add position start date and end date. …
Inward Gate Pass Entry – Dynamics 365 – (Indian Localization)
Introduction.. Gate Entry Inward is a process used to Monitor and Record the arrival of the goods within in the Organization. You can use the gate entry function to register the movement of goods both entering and leaving the organization. This gate entry can be…
