Thanks Paul. That worked. Much appreciated.

Question on doing registrations on the WHS Mobile App. I have items that are setup with batch tracking. If I go into back office, create a PO with a batch item on it for a quantity of 100. When I go in an register this prior to receiving, I can put that batch info in there and it will generate one single batch number regardless of the…

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We are having random situations occur when a user creates a new PO. This is happening so random that we have not been able to replicate the issue. When NEW is selected on All PO’s, vendor and location entered, when the PO form page comes up to enter line items, a few different results randomly happen.

1) A different vendor show up then what…

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PO Requisitions utilize procurement category assignment to determine what line items can be entered into a PO Req. There are some situations where I want to enter stocked items in PO Requisition lines but it appears that it will only allow stocked items that are assigned to a procurement category. Is this indeed the case or is there…

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I want to change the vendor address (Primary) for all going forward PO’s but I don’t want it to impact my prior PO’s when going in and viewing the PO/Confirmation. It seems that if I change the address for primary, it impacts all of my history PO’s for that vendor and it’s something I don’t want to happen. Is there something that I’m missing…

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Good morning Suf and thanks for your reply. Unfortunately I cannot add a location to a non WMS enabled warehouse to do this. Unless I’m missing something. Let me know how you were able to assign a default location to your non WMS warehouse. Thanks.

I have an issue and not sure it’s even possible to do in D365. I have setup 2 warehouses with one being a WMS enable and the other is a logical warehouse that is not WMS enabled, and I’m not seeing the reason why I need the logical to be WMS enabled as it’s only used to track drop ships. I setup an item that is used in my WMS enabled…

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Thanks Crystal. I’m thinking this may be the only option to do this and I do like that idea of creating a custom condition. Have you or know of anyone that has done this?

Currently we have workflows that are turned on for Invoice Matching, GL Journals, Movement, Adjustments and Transfer journals and would like to only restrict GL journals from allowing the same person who enters it, being the same person to Approve their own. I know there is an option to prevent this but unfortunately it is global and impacts…

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One way you can accomplish this is to setup an alert on Released Products, Manage Cost tab and if you have Latest Cost switch to yes, you can put an alert on that field to notify when it changes. There are a few options when setting this up on how you want to be notified. The other way is to create a custom report/view that can show you…

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Hi Mark,

Thanks for this information and I will set this up accordingly and give it a try. Have a wonderful day.

Are you using Vendor Trade Agreements for establishing vendor costing for Purchases?

We are actually turning the feature off that uses AD and Groups to automatically populate D365. The problem with this is that from D365 User view, you cannot tell what roles have been assigned to them and have to go to other methods to determine that. There is a feature in Admin that you can turn on to activate using AD to do this user and…

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Looking for advise/way to disallow someone who creates one of these journals, to be able to POST their own journal. I still need them to be able to approve other users journals, just not their own. Their is an option out there but it changes this globally and I only want it in this process. Any suggestions/ideas greatly appreciated.