Blocking inventory with Quality Management in Dynamics 365 starts with Item Sampling then with Quality Associations. Item sampling dictates the scope, work or order type, and quantity of the inventory blocking. A Quality Association defines the transaction to trigger the creation of the quality order, or when inventory blocking occurs. The inventory blocking is removed…

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Financial dimensions can be a difficult concept to master in Dynamics 365 Finance.  But once they are understood, they can be a user’s bestie.  They can add power and flexibility to the General ledger.  Let us demonstrate how. What is a financial dimension? A financial dimesion is an extension of the main account.  A suffix…

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Dynamics 365 offers standard functionality regarding placing and managing Sales orders on hold, encompassing everything from having a past due balance to simply needing their new shipping address. Alternatively, to placing an entire account on hold, the users are given the power to place a Sales order hold on select orders or to create customized…

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“Priority” is often a necessary but evil business process. Do you drive the business by dates, customer services or loyalty? How do you decide which order to ship if there are multiple due the same day? Do you please the end customer or your satellite location, which in turn sells to the end customer? Dynamics…

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Are you in need of a timesaving D365 “hack?” Then posting definitions might be the topic of the day! What is a posting definition? An alternative to posting profiles, posting definitions can be used when one needs to create multiple ledger entries, using multiple offset accounts. Whereas a posting profile is only associated with one…

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Are you feeling a tiny bit like Mick Jagger? Not the desire to strut around like a peacock, more like you just cannot get satisfaction, satisfaction from your quality control process! You’ve tried, oh you’ve tried… well D365 is equipped with the structure to handle Quality management at many levels. Whether it is for inbound…

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Many companies do not have the time or resources to spend on internal controls. With D365’s impressive functionality, every single transaction can be tracked from the time and date it was posted down to the user that posted it. Companies are given incredible insight that can be used to create efficiencies and strengthen their internal…

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Form in D365 to add a lease

How do I classify this lease???  Is it a finance lease or an operating lease?  What do I need to record on my books?  The latest pronouncements have me so confused.  I know what to do, I’m going to ask D365 to help me figure this one out. One lease, two lease, three lease, more. …

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Test groups in D365 Quality Management

Quality management: Handling first article inspections using the standard Dynamics 365 Supply Chain quality management applications. Manufacturing companies often require an inspection at several times during the process. A common inspection process is the first article inspection. This process involves checking the critical dimensions of the first piece, sometimes a few pieces, completed in the…

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DynamicsCon 2022 virtual

If this event were a superhero utility belt, there are at least five go-to elements you would need to grab for: Cost, Content, Keynotes, Superheroes, and Networking! 1. FREE There are not many events of this significance that are absolutely FREE! Nada, nil, zilch, zero dollars. What a huge value to the community. Yes, it…

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