Dynamics 365 – Vendor Demographics

dynamics 365 vendor search

Today’s post focuses on tracking and reporting Vendor Demographics in Dynamics 365 Finance and Dynamics 365 Supply Chain. This functionality typically becomes more relevant for Dynamics deployments dealing with a lot of customers engaged in government, military or enterprise level contracts.  Many such contracts require tracking of vendors based on their demographics.  A number of…

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Managing 1099 Vendor Updates in Dynamics 365 (and AX 2012)

vendor update tax 1099 dynamics 365

Occasionally, a Vendor’s 1099 setting may need to be updated based on new information received about the vendor or when the 1099 requirements change.  When this occurs during the 1099 reporting year, an extra step is required in order to apply that change to any 1099 transactions that have been recorded. Update 1099 An example…

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Setting up One-Time Suppliers in Dynamics 365

released product details d365

Ask anyone in the accounting department what their biggest pet peeve is and the following case will always make the Top 5 list “Executives that submit expense reports, two weeks late, without attaching the receipts!” Then they will start mumbling about the ten key pad, but after that, they will resoundingly say, “Vendor setup!” Guess…

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Dynamics 365 – Defining Vendor or Customer Parent/Child Relationships

Navigating to global address book in dynamics 365

What to do, what to do?  Several of the vendor and customer accounts are related, but there is no way to demonstrate that relationship in Dynamics 365 for Finance and Operations!  As a result, some reporting has to be manually adjusted. Oh yes, there are some options!  But careful thought must be given to this…

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