Introduction When creating a trade agreement in Dynamics 365 for Finance and Operations (D365 F&O), you may come across the “Find Next” option. This article will explain what the Find Next flag does and how it impacts the system when calculating discounts. The “Find Next” Option in Dynamics 365 F&O The Find Next option in … Continue reading Exploring the Find Next Flag for discount trade agreement journal →

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 linked to various order types such as purchase orders, sales … Continue reading How to get Inward Gate Entry details in Product Receipt in Dynamics 365 Finance and Operations (Indian Localization) →

Introduction In any business organization, financial dimensions play a crucial role in identifying the posting routine of payments, sales, purchases, and other transactions in the ledger account.  Microsoft Dynamics 365 Finance and Operations (D365 F&O) provides the functionality of financial dimensions to help users identify the posting routine with details of the transaction.  However, in … Continue reading Configuring Financial Dimensions for Retail Stores in D365 Finance & Operations (SCM) →

Introduction Any product that is manufactured has a Manufacturing date as one of the important aspects, as based on manufacturing date many other parameters are defined. i.e. Warranty date, Expiry date, etc. In our day-to-day life, there are many items for which expiry date is very important. i.e. dairy products, packed food items, medicines, etc. … Continue reading How to change the Manufacturing date in Batch Number during registration in Dynamics 365 Finance & SCM →

In any organization with business spanning across multiple countries, multi-currency transactions play a vital role in day-to-day business. Any accounting software should be able to facilitate currency conversions not only at the time of booking the transaction but also calculating the forex gain/loss incurred during the end of any period or after settlements are made … Continue reading Foreign Currency Revaluation in Dynamics 365 Finance →

Introduction In multi entity environment having separate legal entities for head quarter & regional entities, having separate sets of employees for each legal entity. & only head quarter employees taking decisions for which & how much inventory to be maintained at regional level & same employee having purchasing authority for all regional entities. In this … Continue reading How to create entity specific Purchase requisition in multi entity environment in D365 Finance and Operations →

In this blog, we are going to address the issue that can be seen in the recent update in Microsoft Dynamics 365 Finance & Supply Chain Management. To solve this issue please follow below steps. Currently If we see before the setup there is no tax information showing in Stock Transfer Transaction. Only the Administrator … Continue reading Transfer Order/ Stock transfer Tax Information not showing for many users in Dynamics 365 Supply Chain Management →

In this blog, we will learn how to change a Product’s Product Number. For this blog, I have created a New Product, Hand Gloves with Product Number P-000015 and released it into the system. The Path for Changing the Product Number is: Product Information Management>Products>Products. Step 1: Click on Change Number under the Maintain tab. … Continue reading How to change a Product Number in Dynamics 365 F&O →

In this blog, I am going to showcase how to initialize a Retail commerce scale unit. If you’re using a Tier-2 sandbox or production environment that has application version 8.1.2.x or later, you must initialize a Commerce Scale Unit (cloud) before you can use retail channel functionality either for point of sale (POS) operations or … Continue reading Initialize Retail Commerce Scale Unit (Cloud) →

Many retailers, especially high-end specialty retailers, want their sales associates to form long-term relationships with their key customers. The associates are expected to know about these customers’ likes and dislikes, purchase history, product preferences, and important dates, such as anniversaries and birthdays. Associates need a place where they can capture this information and easily find … Continue reading Clienteling in Dynamics 365 Retail (Commerce) →