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.

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

User Creation request process Dynamics 365 For finance and Operations

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In D365 For finance and Operations, Microsoft provide option to generation a user creation request.  

They provide the option in HR module, where Human resource department, create a request for new user. And the workflow is so powerful. On approval, user automatically created into System. 

Major advantage, is to automate the process. And we can control the user creation process. 

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