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Procurement and Sourcing - Procurement Categories vs Service Items
Tip of the Day: In Microsoft Dynamics 365 Finance and Supply Chain, the decision to use Procurement Categories or Service Items when...
Apr 11, 20241 min read
661 views
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Cost Management - Activate all Cost Sheet Costs at one time
Tip of the Day: In Microsoft Dynamics 365 Finance and Supply Chain, activating pending rates and surcharges on the cost sheet can be...
Apr 11, 20241 min read
298 views
0 comments


Head in the Cloud: Working Wise - How is Microsoft securing your data?
Podcast:Â Head in the Cloud: Working Wise - Â In terms of data security and compliance, what assurances does Microsoft provide.
Mar 18, 20242 min read
63 views
0 comments


No New Button on the Costing Sheet Screen
Tip of the Day: If you are working with Microsoft D365 Finance and Supply Chain (D365 F&SC), you might encounter some challenges when...
Mar 5, 20241 min read
260 views
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Submit AP Invoice to Workflow without Accounting Distribution
You have some pending vendor invoices for procurement categories that do not have predefined GL accounts.
Feb 28, 20241 min read
1,291 views
0 comments


Cost Sheet Burdened Purchase Cost
Many companies that use Microsoft D365 Finance and Supply Chain (D365 F&SC) face a challenge when it comes to accurately valuing inventory.
Feb 7, 20241 min read
473 views
1 comment


How to split Revenue automatically when posting a Sales Order Invoice
You might be interested in how to distribute revenue across different GL accounts automatically when you post a Sales Order Invoice. This mi
Jan 26, 20241 min read
691 views
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How to enable and disable users using the Excel Add in
A quick and easy way to manage user access in Microsoft D365 Finance and Supply Chain (D365 F&SC) is to use the Excel Add-in.
Jan 19, 20241 min read
509 views
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Things to do after a database has been copied to another environment
One of the common tasks in Microsoft D365 Finance and Supply Chain (D365 F&SC) is to refresh the data in different environments.
Jan 18, 20242 min read
1,465 views
1 comment

Set the session inactivity timeout
Does your D365 session automatically log you out to frequently (or not frequently enough)? This can be frustrating or inconvenient. You can
Jan 16, 20242 min read
860 views
0 comments

When running the Year-End Close Process: Retained Earnings is by Financial Dimension instead of just 1 line for Retained Earnings
It’s that time of year again where you are running the Year-End Close process, which transfers the balances of your income and expense accou
Jan 10, 20243 min read
1,144 views
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Error when running the Year-End Close Process: Total of the transactions in the year is not 0.00. Total is #####. This is a serious error. Run Check on ledger transactions.
 It’s that time of year again where you’re running the Year-End Close process to get the Beginning Balances in the Trial Balance. If you hap
Jan 8, 20249 min read
3,191 views
1 comment


Financial Reporter - How to use the Voucher Attribute on the Row Modifier
 imagine being able to customize your Financial Reports to show the information that matters most to you.
Jan 4, 20241 min read
556 views
2 comments


How Inventory Adjustments post to the ledger differently than Movement Journals
#microsoftdynamics365 #d365fo #d365 #dynamics365 #microsoft #intraclouddynamics #d365fscexpert #aliciakeener #movement #inventory
Jan 3, 20241 min read
563 views
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Electronic Reporting - ERROR Turn on the ER user parameter ‘Continue configurations consistency check while errors found’
#microsoftdynamics365 #d365fo #d365 #dynamics365 #microsoft #intraclouddynamics #d365fscexpert #aliciakeener #ElectricReport #SoftwareSoluti
Dec 20, 20231 min read
598 views
0 comments

Error:Â Only a sales tax code calculated from all amounts, incl. all other sales tax amounts, is allowed.
#microsoftdynamics365 #d365fo #d365 #dynamics365 #microsoft #intraclouddynamics #d365fscexpert #aliciakeener #Tax #Error
Dec 19, 20231 min read
621 views
1 comment

Serve ONE to Serve MANY Podcast with Brad Parnell and Alicia Keener
I had the privilege of sitting down with the founder of Genie Rocket, Brad Parnell, to discuss the impact of serving ONE to serve MANY....
Dec 14, 20231 min read
30 views
0 comments


Journal Names - One Voucher Number Only
#microsoftdynamics365 #d365fo #d365 #dynamics365 #microsoft #intraclouddynamics #d365fscexpert #aliciakeener #General Ledger #JournalNames
Dec 12, 20231 min read
185 views
0 comments


How to test Emailing from D365 and other D365 Emailing Tips and Tricks
#microsoftdynamics365 #d365fo #d365 #dynamics365 #microsoft #intraclouddynamics #d365fscexpert #aliciakeener #UserOptions #TestEmail #Email
Dec 8, 20231 min read
660 views
0 comments

Procurement Category Matching Policies and Accrue Purchase Expense on Receipt
#microsoftdynamics365 #d365fo #d365 #dynamics365 #microsoft #intraclouddynamics #d365fscexpert #aliciakeener #procurmentcategory #matchingpo
Dec 6, 20231 min read
565 views
0 comments
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