Based on the business processes, there may be cases where the items need to be registered prior to further transactions like receiving or transfer. In this article we will explain how to register items on transfer journals containing a lot of lines to be posted. When posting the transfer journal, the error related to item…
Different Storage dimensions Groups for the same released products in various companies
The Storage Dimensions Groups form contains the data defining the details about the physical locations and status of the products in transactions. Based on the configuration done on this form these data will be available on the transactions related to the products being assigned. Image taken from the Dynamics 365 F&O with standard demo data….
Procurement charges
Companies may have requirements to track various charges related to the purchases of items. To track these charges, Dynamics 365 makes this process. In the accounts receivable module there are the following form where the charges are set up: Charges code Vendor charges group Item charge group Automatic charges The Vendor charges group and Item…
Customer settlements – open transactions
The settlement of the transactions on of the vendors and customers are usually done when the payments are processed. But there are cases when the settlement cannot be done while performing transactions. The cases when settlements cannot be done while doing the transactions may be when returning items after the were invoiced, sending back the…
Customer credit limit
In Dynamics 365 for Finance & Operations the Customer credit limit can be handled for all customers or for curtain customers individually. In this article we will explain how to set the credit limit and the ways it affects the transactions related to sales. Set up the credit limit for all customers In order to…