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Continue reading →: Closing Period AdjustmentsIt’s the time of the year for most of the companies to do their year-end close again! Dynamics 365 Finance’s “Closing Period Adjustments” feature facilitates efficient management of adjustments needed for accruals, deferrals, intercompany corrections, etc. Read my posts for more information!
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Continue reading →: Reset Workflow Approval Status for Unposted Journal – 10.0.41There are times when the journals’ workflows in D365 Finance are stuck in an “Unrecoverable” state or has an “In Process” state but cannot be approved/recalled. When this happens, usually users might have to engage with Microsoft support to execute a script to reset the workflow status of these journals…
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Continue reading →: Invoice Register Journal and Invoice Pool – A PO Invoice Holding Location While Pending PO ReceiptIt is a common scenario where you place an order and when the vendor ships the order, they often send the invoice at the same time. However, since you haven’t received the order yet, you can’t enter the Product Receipt. This leaves you with an outstanding invoice. Typically, the Accounts…
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Continue reading →: How to Create Intercompany Free Text InvoicesScenario: You have an invoice from USMF that needs to be sent to a customer, but the revenue should be recorded in USSI without posting to an offset vendor account in USSI. If this was to happen within USMF, you would create a Free Text Invoice, post it, print it,…
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Deduction Management – Part 3
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Continue reading →: Deduction Management – Part 3The Deduction Management for D365 Finance will be divided into three parts as mentioned in Part 1 of my post to cover the various setups and operations involved. The first part will focus on the setup process for deduction management. The second part will explore different methods for entering deductions…
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Deduction Management – Part 2
Published by
on
Continue reading →: Deduction Management – Part 2The Deduction Management for D365 Finance will be divided into three parts as mentioned in Part 1 of my post to cover the various setups and operations involved. The first part will focus on the setup process for deduction management. The second part will explore different methods for entering deductions…
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Continue reading →: Deduction Management – Part 1In various situations, customers may short pay an invoice due to reasons such as verbal agreements for discounts, wire payment fees, disputes over quantity or price, shipment issues, or minor write-offs. The Accounts Receivable (AR) department often needs time to investigate and confirm these deductions before they can be accurately…
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Continue reading →: Settlement Settings – Penny Difference and Maximum Over/UnderpaymentUnderstanding cash settlements settings in D365 can be challenging, especially when it comes to applying settlements to open invoices and handling minor discrepancies or over/underpayments. This blog post will explore the effects of the Accounts Receivable and Accounts Payable Parameters’ “Maximum penny difference” and “Maximum overpayment or underpayment” settings. It’s…
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Continue reading →: Vendor Prepayment without an InvoiceIn my previous post, I discussed that D365 supports two different prepayment methods for vendors – one with an invoice and one without. In continuation with this series, I’ll be discussing the differences between Vendor Prepayment Invoice vs Vendor Prepayments and walkthrough an example of a Vendor Prepayment without an…
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Continue reading →: Vendor Prepayment InvoiceD365 supports two different prepayment methods for vendors – one with an invoice and one without, similar to my previous blog posts regarding Customer Prepayments. In this blog post, I’ll be discussing the differences between Vendor Prepayment Invoice vs Vendor Prepayments and walkthrough an example of a Vendor Prepayment Invoice.…
Hello,
I’m Cyndi
Welcome to D365 Deep Dive, a place where I share all my insights and knowledge about Dynamics 365 Finance (and maybe occasionally some Supply Chain Management stuff).
I’ve worked in all three different channels throughout my career in D365 – Partner, Microsoft, End User. I’ve seen many different use cases and user perspectives from both the external and internal viewpoints.
Join me as we explore the latest features and innovative solutions that D365 Finance has to offer. Let’s dive deep into the world of finance and technology together!
Credentials
- Dynamics 365: Finance and Operations Apps Solution Architect Expert – Since Oct 2020
- Dynamics 365 Finance Functional Consultant Associate – Since Aug 2019
- Dynamics 365 Supply Chain Management Functional Consultant Associate – Since Apr 2020
- Power Platform Solution Architect Expert – Since Jun 2021
- Power Platform Functional Consultant Associate – Since Feb 2021
- Dynamics 365 Customer Service Functional Consultant Associate – Since Jul 2022
- Power BI Data Analyst Associate – Since Oct 2021
- Dynamics 365 Fundamentals – Since Nov 2020
Let’s connect
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Categories
- Accounts Payable (8)
- Accounts Receivable (10)
- Cash and Bank Management (3)
- Consolidations (1)
- D365 Finance (18)
- Foreign Currency Revaluation (2)
- General Ledger (5)
- Period Close (1)
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