Hi Patrick –

Have you looked into Engineering Change Management? There is an impact report that will show all open Production orders, Sales orders, Purchase orders, etc. for items.

HI all, I am from the FO/AX side, and I have noticed this as well. We have about 4 people consistently answering questions, and sometimes it takes a while. I would love to see more people getting engaged with the community! There was an initiative to transfer people from AXUG and CRMUG site over to this one – perhaps people ignored it or put…

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Hi Jim,

In the new Subscription Billing module, there is a process for handling Prepaids. I wrote a blog about this: D365FandO(m): Subscription Billing – Expense Deferrals (d365fandom.com) – it is AWESOME!

Kelly

Hi Amber – here is a blog that may start pointing you in the right direction! Participant token ‘Department’ does not resolve to any user: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com)

I am thinking it has something to do with the Project distribution setup here.

Hi Jim,

Have you considered Purchase agreements? They have an Effective date and can have an Expiration date as well.

Have you tried this with a new Project that was created after the parameters were changed?

Hi Dorothy,

Are you using POS? There is a feature that was introduced in 2021 that might be able to help with this: Improved stock count operation in POS – Dynamics 365 Release Plan | Microsoft Learn

Hi Amber,

Once a transaction of any type is created and posted against a Fixed Asset, you will not be able to delete the Fixed Asset. Is disposal of the Fixed Asset an option?

Sounds like this is not in Production. Do you have another environment where this is not turned on that can be used for UAT?

So the answer here is yes… ish. You can settle automatically, but the options for automatic settlement are limited. In AR parameters, you can set Automatic settlement, which will automatically settle by the nearest due date. Another option is to Prioritize settlement (in the same section in AR parameters) and choose options for settling. One…

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Hi @mark-zerrdroneup-com I have seen people use entity backed financial dimensions for this type of data, meaning that it auto-populates the Project ID on transactions where the project is tied to the transaction. This helps in reporting at the Project level.

Here is an Idea in the ideas portal that you can log in and “upvote” Microsoft Idea (dynamics.com)

I have heard from others that this is not fully functional yet as well.

Hi Lyle, this is tricky because the system SHOWS one thing but the numbers tell a different story. One way to get to the root of the cost is to change the per unit to 100 (or 10 or 1000… whatever you want to see completely baked out) or, as you suggested, use whole numbers to calculate.

Hi Mark, Is this before or after invoicing? If it’s before invoicing, you can go to the Product receipt journal on the PO and click Correct, then enter the actual received quantity and allow the system to correct the receipt.

Hi Maggie,

Per Microsoft, no. When I tried to set Financial inventory at the Location level on the Storage dimension group, it would not allow it. So then I searched Microsoft documentation and came up with the following:

Inventory costing FAQ – Supply Chain Management | Dynamics 365 | Microsoft Learn

Sorry I couldn’t bring you better news!

Hi Mark, are you using the D365 Tax module OOTB or an ISV product to calculate taxes?

Does Vertex offer a solution for exemption certificates through their portal?

And the answers are…

• ATP – Available to promise
• B2B – Business-to-Business
  (sales)
• B2C – Business-to-Consumer (sales)
• COGS – Cost of Goods Sold
• CTP – Capable to Promise
• DDMRP – Demand
  Driven Material Requirements Planning
• ECM – Engineering Change Management
• MOQ – Minimum order quantity
• RMA – Return Materials Authorization
• SDS – Safety
  Data…

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It has to do with this!!! For sure!!!

One more thing I just found – On the Terms of delivery there is a COD toggle – might be worth looking into!

Hi Maggie,

What kind of error are you getting? I recommend checking the payment term and if Cash payment is selected, check the cash account for validations – that’s all I can tell you without seeing the specific error.

Great! I know I have seen it in the past but couldn’t figure it out. I am glad you shared this article! Keep testing and let me know how it goes!

Unfortunately, no – not that I can see anyway! 😄 This is a common request – you can submit an idea to the Ideas portal though! Ideas (dynamics.com)

Let me know if you submit it and I will vote it up!

Hi Richard,

Within the Vendor disbursement journal workflow, in the Approve vendor disbursements approval element, there are a small amount of conditions that work with amounts – they ONLY work with the journal amounts, not line. I did some preliminary testing and they do work. I used a condition on the approval step that the journal must be…

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Hi Jolly – that’s an interesting topic and it comes up quite a bit! The reason it’s interesting is because there are so many ways to view inventory (Site, warehouse, location, serial number, batch number, etc) that it is really hard to come up with a report that shows directly how much inventory is available overall.

On the Production order,…

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Anyone else have any guesses?

Hi Erick, my guess is that this is something that was designed custom for your environment. We typically don’t see the table name (i.e. PurchLine) in standard infologs. I did some testing in D365, and while the system does attach Planned orders to the appropriate Purchase agreement, it does so without any fanfare or messaging. Should it?…

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Hi Erick, this is standard functionality in D365. I don’t remember much about this in AX, but I can see why the end users are frustrated. Ultimately, the system is allowing MRP to do its job by utilizing the lead times set up on the items and in trade agreements to push those delivery dates out appropriately.

Let’s keep the game going! I have some Supply Chain acronyms – can you guess what they are without using any search engines?

• ATP
• B2B
• B2C
• COGS
• CTP
• DDMRP
• ECM
• MOQ
• RMA
• SDS
• WMS

Here are the answers to the warehouse acronyms I posted last week:

• 3PL – Third party logistics
• CW – Catch weight
• DOM – Distributed Order Management
• EAN – European Article Number
• FIFO – First In, First Out
• FEFO – First Expired, First Out
• FOB – Free on board
• GTIN – Global Trade Item Number
• FTL – Full truckload
• LTL – Less-than-truckload

Thanks to

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@nealfolgers 😳 😲 🤨

Having all the feels about your response! 🤣

Acronyms are an area I struggle with constantly, and the world of Dynamics 365 is just crawling with them. So, I have been compiling a glossary of acronyms that is currently over 150 (🤯) lines long!

Today, I am going to post a few of the warehouse related acronyms I’ve compiled. Let’s see how many of you smarties out there can guess (no…

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Hi Randi! I am glad to hear that this is working well for you.

If you navigate to your Trade agreement lines, you can use the Open in Excel functionality, download the lines to Excel, then when it opens in Excel – there should be a Microsoft Dynamics Data Connector that opens on the right side of the screen (once you click enable editing).…

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Hi Randi, there is definitely a way to update trade agreements in mass! Open a new trade agreement journal and go into the Lines view. Click Select and choose your parameters of the data you want to bring over. For example, a group of items and trade agreements by a specific customer or vendor.

This will bring ALL current values for the…

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Is the error within Edge itself or in the Workflow application that pops up? Can you get to the workflow application and then to the point where you put your username and password in?