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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

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Relation between VendPackingSlipTrans and VendInoiceTRans D365 Finance and Operation

May 27, 2024 by alirazazaidi

One of my young colleuge needs a query so he can get packingslip line agains vend inoice trans. He was developing some report for procurement and sourcing.

I found my documentation about something similar almost 9 years ago.

Relation between VendPackingSlipTrans and VendInoiceTRans Dynamics Ax 2012

But a lot of things change from Ax 2012 to d365 Finance and operations.

Now if you required something similar following query will work.

VendInvoicePackingSlipQuantityMatch vendInvoicePackingSlipQuantityMatch;
        VendPackingSlipTrans vendPackingSlipTrans;

        select firstonly vendPackingSlipTrans
            exists join vendInvoicePackingSlipQuantityMatch
                where vendInvoicePackingSlipQuantityMatch.InvoiceSourceDocumentLIne == VendPackingSlipTrans.SourceDocumentLine &&
                      vendPackingSlipTrans.SourceDocumentLine == vendInvoicePackingSlipQuantityMatch.PackingSlipSourceDocumentLine;

Custom Cell format – Excel for Consultant

April 10, 2024 by alirazazaidi

I was doing some data cleansing and data entry I was facing problem

for number in such a way 4 digits: 0001, 0002, … , 1000 etc.

Now I do not want to type “0001” in excel, instead I wanted to type 1 and I want excel to convert that to 0001 for me. So I started looking for a custom cell format and dug a little deeper to understand those. I thought it would be nice to share them to you all.

First take a look at how the cell formatting dialog box – number tab looks like:

I found two things for

Special: Used for phone number, zipcode, social security number formats depending on the locale you select. For eg. for US they would be phone number [xxx-xxx-xxxx], ssn [xxx-xx-xxxx], zipcode[xxxxx, xxxxx-xxxx].

Custom: Used for creating your own cell formatting structure.

Ok, without further confusion, this is probably how you can use the custom cell formatting feature in Microsoft excel.

Some explanation that you can skip if you already get it

  • For formatting a number [eg. 1] to fixed number of digits [eg. 0001] you have to use 0000 as the custom formatting code

More interesting If you drag it will automatically fill the sell as follow.

Sale group or item sale group is missing, complete your input.

April 4, 2024 by alirazazaidi

While processing Purchase Invoice I got this error

Sale group or item sale group is missing, complete your input.

On Release product Item sales group was missing. I update Item sales tax group on Invoice header. After that Invoice is successfully posted.

Sales Order Return In D365 Finance and Operations

April 3, 2024 by alirazazaidi

In this video, I shared complete process for sales order return.

Sales Categories Deep dive Dynamics 365 Finance and Operations

March 23, 2024 by alirazazaidi

In this video, is shared

How to configure Sales category.

How to add Category heriarchy.

Tangeble and non tangibal heriarachy.

How to add attribute on heriarachy,

How to configure posting profile for Heriarachy.

How to set Default Sales Category.

How use sort order in sales Category heriarchy.

How to create a sales order for Sales Category.

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

Legal

Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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