Dynamics 365: Benefit Elements – Part 1

dynamics 365 tax rule fast tab

An important part of the Human Resource and Payroll Process in Dynamics 365 for Finance and Operations or Dynamics AX, is to establish your employee benefits. In doing so you can manage employee eligibility, employee enrollment, employee deductions and even your company’s contribution towards benefits. In this post we’re going to explore the functionality of…

Read Full Post

Dynamics 365 – What is this ‘thing’ called Cluster Picking?

cluster profile dynamics 365

The Warehouse Picking Process can be accomplished numerous different ways.  One of the methods provided in Dynamics 365 for Finance and Operations ERP is called Cluster Picking – a very attractive, efficient option for the Warehouse Manager to choose. Cluster Picking, in a nut shell, is a process performed on a mobile device, with released…

Read Full Post

How To True Up User Licenses in Dynamics AX 2012

Dynamics AX 2012 User Count Report

The inquiries related to management of user licenses in Dynamics AX seem to periodically resurface among our Dynamics AX 2012 Help Desk customers.  Here is a quick rundown on how to master the “Named user license count” report in Microsoft Dynamics AX 2012. This report analyzes the roles and privileges assigned to each user and…

Read Full Post

Time Sheets – Keeping it Simple in the Field

Field Operations Time Sheets Dynamics 365

One of the biggest problems encountered with field service employees time reporting comes when you have multiple legal entities and a single work force. What if your system could automatically do these things? Automatically detect intercompany transactions on employee time sheets Automate the intercompany entries in the appropriate ledgers Provide intercompany entries in real time…

Read Full Post

Exploding Phantom BOMs and Their Impact on Production Estimation

bill of materials lines dynamics 365

Recently a client noticed variances between the Bill of Materials on the Production orders (Production BOMs) and the Bill of Materials on the Items (Item BOMs). As far as anyone knew no manual changes were being made to the either BOM, which seemed plausible. After further investigating, it was clear that upon creation of the…

Read Full Post