Tired of Creating Payment Proposals & Collections Letters? D365 Has The Answer!

collections process automation dynamics 365

Microsoft features for Credit and collections and Accounts Payable are incredible time-saving process automations to be taken advantage of. Enable the features Please start with the Feature management workspace and enable the features. Vendor payment proposal automation Navigate to Accounts payable > Setup > Payment setup and find Process automations. Select Create new process automation…

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Dynamics 365 Accounts Payable: Invoice Register Q&A

Invoice Register in d365 accounts payable

When Dynamics 365 for Finance users open the Invoices tab in the Accounts payable module, there are so many options that it’s easy to overlook the three at the bottom – Invoice register, Invoice pool, and Invoice approval. These three features shouldn’t be discounted as they offer very important functionality that can be quickly utilized…

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Dynamics 365 – The Power to Edit Cash Discount Date is Here!

due date parameters

The information detailed in this blog has been available since last year yet worth mentioning for the inquiring minds in the Dynamics 365 For Finance and Operations community. New with the release 8.1, the vendor and customer transactions can be edited for due date and discount date when setting a simple parameter. Accounts Payable The…

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Dynamics 365 – Introduction to Invoicing Workspace in Vendor Collaboration

review vendor invoice dynamics 365

Accounts payable clerks rejoice! The new vendor collaboration module within Dynamics 365 for Finance and Operations Enterprise Edition (D365) streamlines vendor processes.  The module allows for communication within D365 instead of several back and forth emails with vendors, for review and approval of purchases, submitting new invoices, payment status, and much more. The focus of…

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Field Service & Trade Agreements

Field Service Trade Agreements Dynamics 365

Firms with extensive field service offerings understand that service contracts can have twists and turns based on things like service call frequency and counts, multiple pricing tiers, overlaid effective dates – and it can be made even more complex when customers enter into a multiplicity of service arrangements around separate products and projects. And guess…

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General Journal Import in Microsoft Dynamics AX 2012

General Journal Import in Microsoft Dynamics AX

Today we will discuss the persistent challenge common with many Dynamics AX implementations. On numerous occasions, a requirement exists to import financial transactions from external sources (for example, 3rd party payroll service). Dynamics AX 2012 provides standard functionality to setup the data load option using Data Import/Export Framework (see the MSDN blog posting with instructions https://blogs.msdn.microsoft.com/axsupport/2014/07/17/importing-a-general-journal-using-data-importexport-framework-ax-2012/).…

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Microsoft Dynamics AX 2012 Financial Dimensions in Sales and Purchase Agreements

The financial dimensions and chart of account structure in Microsoft Dynamics AX 2012 have been significantly redesigned since AX 2009 days. The financial dimensions framework is very flexible and introduces many new concepts and features: system defined dimensions are available to be directly linked to the sub ledger master data. A sales/purchase agreement is the…

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Microsoft Dynamics AX 2012 Accounts Payable Invoice Registration and Invoice Pools

creating invoice dynamics ax 2012

Invoice registration in Microsoft Dynamics AX 2012 is used to record the arrival all vendor invoices received by your organization which then allows the invoice to be transferred to the invoice pool, giving an opportunity to approve the invoice before it becomes an official accounts payable.  Described below is the AX 2012 process of registering…

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