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  • Zvika Rimalt

    Member
    November 21, 2023 at 6:18 pm in reply to: AR &AP netting in D365FO
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    There is out of the box functionality that clears open balances on AR into AP.

    If you are just looking to net out vendor/customer balances that might work for you.

  • Zvika Rimalt

    Member
    November 21, 2023 at 6:14 pm in reply to: Workflow details
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    Exporting workflow gives you an XML file, that’s the closest to “code” I think you can get.

    Are you trying to create documentation of the workflow?

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