Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics 365 for Operations

How To Use Advanced Filter: D365 Finance and Operations

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Hello every one, today in this blog post we will explore Advance filter in D365 page.

We normally used filters on grid by using key words like “Begin with”, “Contains”, “Is one of”, ”is exactly” etc.

D365 Also provide the advanced filter and sorting options, from where end user can create complex queries.

These queries can be used data from another related tables.

You can find the option in almost every form under option tab in the ribbon.

  1. Table – This provide the option to select the table that can be used inside the selection.
  2. Derived table – this will update when you select the table.
  3. Field – This is the field on which we can apply filter
  4. Criteria – Here we select the criteria to filter the records.

If you click on sorting, here we can add and used files on records will display in grid.

If we click on Joins. select on

Construct a query

On show details toggle button click and show yes. It will show more detail on grid.

Select the customer where custTable: OrderCustomer

After selection, you will also find Customer

In rage screen, click on Add button and new row will appear. Select Customers and then from field select “Account Status” and in Criteria select Hold.

on apply sales order list shows all records with Invoice accounts.

For verification if we go on customer and in Credit and collections fast tab, the status of account status as Hold.

How to create page view and transfer to another user

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Hi friends. We can apply different filters on list page and save as view for future use and even this view can assign to another user.

Here is step by step tutorial.

Suppose I have to create custom filter on Sales order list page that only specific take care will be appear in list page. And this view I have to move to another user.

if we click on Option action pane on top menu. we found “Advance filter or sort”

When click on on this “Advance filter and sort” it opens a query window opens.

For example I added here “Stig Panduro” in sales care taker.

When click on ok button. The records are shown grid with “Stig Panduro” care taker.

Now click on my View and save it as

And add its name for example I saved it with “Stig Panduro”.

Now goes on top menu in D365 finance and operations and click on user options.

Then from open button click on “Personalization”

Apply filter on page as sales order or you can apply filter on view name

When we select any page or view. it enables the copy to users menu from top.

On clicking on “Copy to users” a dialog list page opens and from there we can select user to which we assign the view.

After selection click ok.

I tried this by login to another user. I found that view is attached to my.

Applying this view. The all sales order started to shown with required filter.

Hope you like this post.

Custom Cell format – Excel for Consultant

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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.

Sales Categories Deep dive Dynamics 365 Finance and Operations

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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.

Consignment Inventory Handling in D365 Finance and Operations

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Hi friends, In this post, I am going to share my notes about consignment inventory in D365 Finance and Operations.

So what is consignment inventory? Consignment inventory is stock stored in our warehouse but actually owned by its supplier.

If you remember, there is a tracking dimension called “Owner.” In product configuration, we have set this owner as inventory.

The complete process is as follows:.

While writing this article, I am using Contoso data, the USMF legal entity, and the following version and update of D365.

Installed product version: 10.0.37 (10.0.1725.47)

Installed platform version: Update61 (7.0.7068.67).

The first step is to create a vendor.  I am going to create a new vendor with the ID “Consignment Vendor”

The second step is to set up a consignment owner.

For this, we have to follow the below navigation.

Inventory Management > Setup> Dimension > Inventory Owner

Here we can add a vendor account and set an ID as the owner.

With the vendor account plus its owner.

The third step is to enable the tracking dimension. In the CONSO demo data, we can find already-configured tracking dimensions.

The tracking dimension form can be found at the following location:

Product and Information Management > Setup > Dimension and Variant Groups > Tracking Dimension.

The tracking dimension is active in the case of the Active check box, which is marked.

So we use this tracking dimension in new products.

To make things simple, we are going to create a simple product.

A new product name is “Consignment_0001.”

Consignment inventory works only on the moving average or standard cost method. We are going to use the moving average item model group. I also used the owner as a tracking dimension.

On release, product details form. Or in the purchase order tab, set the primary vendor.

We need to create a trade agreement for $80. This step is required, so when a purchase order is created, the price will be picked from here. Otherwise, it will pick the price set during item creation, whether you enter it or not.

So all steps have been taken. Let’s go to the consignment replenishment order. So vendors deliver stock to your organization.

The navigation for consignment replenishment orders is as follows:.

Procurement and sourcing > Consignment > Consignment replenishment orders

I am placing the 100 quantities in the 1, 11, and 12 warehouses.

On this screen, enter the quantity 100. You can also modify the requested delivery date for product delivery.

From the top menu, we can receive quantities.

Product receipts have no impact on inventory costs. If we see the inventory transaction details for the product, we will find no impact on cost. And the reason for that is that we did not own the quantity.

Inventory Owner Change Journal.

So we got a request from one of our customers for 10 units. For owning and selling this 10 quantity, we have to generate and post our own inventory change journal.

The navigation of Inventory owner journal at following location in D365 finance and operations.

Procurement and sourcing> consignment > inventory ownership change

Here is a very interesting thing. Here, the owner changes from vendor to legal entity. It means that if the consignment is owned by a current legal entity, we can sell it.

Let’s try this. I am going to post 10 quantities and then see what purchase order was created and what product receipt was posted against it.

The system generated a purchased order with a received status.

If we note, the price is coming with a unit price of $80. This price is coming from a trade agreement.

On checking the inventory transaction generated against. The physical date and physical cost amount are updated.

On the vendor invoice and its posting in the system, the financial date and financial cost are also updated.

Inventory ownership changed, and now we can sell or consume this quantity.

Following the screenshot, the sales order quantity is sold and delivered to the customer.

How you like this post, see you in another blog post.

Glossary to Business Analysis

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As business analysts, we deal with people, processes, and technology. We have to listen to user stories and understand their needs. Separate their wants from their needs. What is actually required as compared to their wants? Most importantly, what is actually possible with respect to their budget?

During communication between professionals as well as end users, we use different terms and jurgans. I listed some of them here.

Here is a list of some common terminology that you might come across in a business analysis glossary:

  1. Business Analyst: Consider a specialist who understands the organization’s processes, procedures, existing systems, and goals and provides the solution.
  2. Stakeholders: people or groups of people who have involvement in both ownership and investment and direct efficacy of the success or failure of the system.
  3. Requirements: detailed statements that explain the functions, processes, and pain areas of the end user or group of users.
  4. SWOT Analysis: Decision-making tools that help organizations identify their strengths, weaknesses, and opportunities
  5. Use Case: A use case is a sample event or process, or an example of documenting the interaction of a system or process with actors, users, or systems.
  6. Gap Analysis: difference between the actual system functionality provided by the system and the requirements that come from stakeholders
  7. Agile: A project management approach for requirement gathering, development, testing, and delivery to the end user that focuses on flexibility, collaboration, and customer feedback.
  8. Waterfall: A transition to requirement gathering, software development, and implementation Linear and sequential framework.
  9. Business Process Modeling: The graphical representation of business processes for the purposes of understanding, analyzing, and improving them.
  10. ROI (Return on Investment): measure the profit or value gained from an investment.
  11. KPI (Key Performance Indicator): measurement of key factors for success in implementation or success in requirement gathering. or preformance.
  12. RACI Matrix: A technique for clarifying project or process roles and responsibilities (responsible, accountable, consulted, and informed).
  13. Scope creep: uncontrolled changes and additions to the scope of a project. This leads to delays and overbudgeting for the project.
  14. Change Management: The process of planning, implementing, and managing organizational changes
  15. BRD (Business Needs Document): A document that outlines a project’s high-level business needs.
  16. User Story: Understanding and documentation of presepective end uses; this term is widely used in Agile.
  17. Decision Matrix: requirements and their solutions vs. possibilities based on established criteria
  18. Feasibility Study: Documentation for the proposed solution: is it viable or possible, both in terms of cost and time?
  19. Sprint: what will be delivered, requirement gathering, and development within a 2-4 week period for a defined requirement or set of features.