Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics 365 for finance and operations

How to see if a Vendor Invoice has been settled or not

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In this post, we are going to verify vendor invoice is settle / paid or not.

For this you have to go Accounts payable module on following module.

For this we have to Vendor list page by this path

Account payable ⇒ common ⇒ Vendor ⇒ All Vendor.

Click on it and following forum is opened

Select vendor on which invoice you want to see.

Click on top menu, Vendor > Transactions > Transactions

Following form opens

Now you select any invoiced line and click on top View settlement

Following form will open with detail.

If you see the transaction form, you found two things

Balance and amount

The amount is amount of vendor invoice. If it is positive mean, mean, organization need to pay it. In the case of negative it mean, it is credit memo, Vendor owes the our organizational amount.

Balance is the amount the amount has not paid yet, If it is -negative, means, amount need to pay.

In the case of positive amount it means, it is created towards vendor, it is credit memo.

Advance warehouse Mobile app emulator, Create a user

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Hi friend, in this post I shared you how to enable user and test the mobile app on emulator provided by microsoft

At the recording of this video, I am using 10.0.32 version of Dynamics 365 Finance and Operations

Mobile simulator can be accessed on local vm by following url

https://xxx.operations.dynamics.com/?mi=action:WHSWorkExecute

or with the help of the SysClassRunner
https://xxx.operations.dynamics.com/?mi=SysClassRunner&cls=WHSWorkExecuteForm

I use

Direct Product delivery in D365 Finance and Operations

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Hi friends welcome to another post, In this post, I am going to share simple functionality of direct delivery to customer.

In some case, Customer want to purchase product from our organization. And We did not have stock. or we want to deliver things directly to Vendor from Customer. Instead to receive product first in warehouse and then ship to customer. We directly deliver products to customer.

For this we require some setup on Item level

-Default vendor.

-enable Direct delivery.

-Default warehouse.

We have to go Product Master Information > products > Release products

Add new product or modify product and update following.

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Now go sales and marketing > All Sales order and create a new Sales order the same Item mentioned in above selection

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After finalize the quantity on same sales order,

click on button direct delivery button.

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select include, if you want to add charges, You need to add include line and add discount if you want add discount and rest of things you can find.

After that click on ok

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Now you need to confirm and deliver the product to customer for this you have to go

Procurement and sourcing > Purchase Orders > Direct Delivery process > Direct delivery

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Click on confirm

And click on Delivery and full product receipt

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If we go to check the Inventory transaction You will find that

For this you have to go

Inventory Management > Inquiries and reports > Transaction

When forms open you can apply filter on item.

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Conclusion.

You can create directly product delivery from Sales order to Purchase order and direct delivery.

How to set any Field mandatory without writing code in D365 Finance and Operations.

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Lets start the blog, with very simple entry.

In D365 Finance and Operations, We can add customize fields and same time we can add make any field mandatory.

For example we want to set vendor “Duns Number” as mandatory.

For this we

Right click and click on Duns number

From pop menu, select click on

Then click on Personalize this page.

Click on Close

Edit the page and you found * button on DUNS Number.

Edit the button, On pressing the save button you found * option.

See you in next blog post

AXUpdateInstaller.exe execute -runbookid=”-runbook” -rerunstep=”7″ Timeout issue

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Struggling to upgrade Devboxes. Certainly you find similar issue. I found similar. Time out error occurs on upgrade step of AOSService setup. It is most important step. Where new code injected into different models in Dynamics. We can not skip this step.

I faced this issue 10.0.30 service pack update which contains changes in Human Resource module. Any how I have to follow this step before rerun the step.

I update the xxxRunbox.xml file. You will find this runbook with same name which you created in initial setups.

Search step, there only update TimoutValue. Dont try to search and update 75 to 1800. It corrupts the file.

And then again import this runbook file

AXUpdateInstaller.exe import -runbookfile=”CRDEV4-runbook.xml”

After that go back to same point and run it again.

Problem solve.

TempDB, SrsReportDataProviderPreProcessTempDB And long Running Report Dynamics 365 Finance and operations

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Recently I got interesting issue. I developed the report based on RDP Class. I have to populate temp table. And based on this temp table I have to aggregate some calculation like sum, Average on Group by.

But when I populate another table based on this aggregation. Report starts to go long awaiting state. I dont know the reason. Later I found that I did not give active connection to temp table variables.

I added following line of code in reports and report processing reduce to less then 2 minutes

this.takeOwnershipOfTempTable(_BEGroupWiseSalarySheetTmp);
this.takeOwnershipOfTempTable(_BEBranchWiseSalarySheetTmp);

intvNo Interval method is obselete

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Code suddenly breaks. When I debug I found intvNo method which used to calculate days interval between two dates is not working.

intvNo(empLeave1.EndDate,periodStartDate,IntvScale::Day);

I have replace it with following way.

date2Num(periodEndDate) -date2Num(periodStartDate);