A setup that is extremely helpful, but sometimes overlooked is the default descriptions for automatic posting. Without this setup when looking at ledger postings its difficult to determine where the posting came from.
The Dynamics 365 Potential conflicts report contains valuable information that can be used to validate your Dynamics 365 Finance and Supply Chain Setup. In this blog post we will take a look at the setup of this report and its use.
I handy screen to add to the warehouse mobile app is a data inquiry screen that shows what items are outstanding on the current PO being worked on.
One of my more popular videos is the zebra printer emulator setup. Unfortunately the Google Add in that I was using doesn't appear to be supported anymore so a lot of people were getting errors with it.
One of the first decisions that is made during the first week of a Dynamics 365 project is what warehouses there will be and whether they will be advanced or basic warehouses.
When we setup Dynamics 365 Supply Chain Advanced Warehouse we tend to look at how we can automate the assignment of work. This is generally necessary, but sometimes we just need to manually assign some work to a user to go and do. It might be a special order that needs to be picked or some other inventory work that we want to assign to a specific person.
We all know that in order to give a really great user experience the Dynamics 365 screens need to be cleaned up and personalized so that the users only see the fields that they need to see in order to do their jobs.
On a recent project my customer wanted to use workflows to approve project quotes. The requirement was to have different approvers for different quotation dollar amounts. Further these approvers would change based on the person submitting the quotation.
Changing the out of box views in Dynamics 365 helps user adoption and training efforts when implementing a new system. It is important to update these various system views to create a corporate view so that your users are only looking at exactly what they need to see. However we can run into instances where when we apply filters to the various columns in the grid those filters don't always work. There is a trick.
We have all had that feeling where we press that confirmation button on the wrong shipment and then frantically search for some way to undo that confirmation. Do not fret there is a way to reverse a shipment confirmation.