Dynamics 365 Finance & Much More.
AI is going to transform the finance function. This common platitude is typically backed with little or no substance. However, when addressing common finance challenges, the opportunities for transformation become abundant. Work-streams are often hindered by legacy technology and traditional processes. Employees are expected to work quickly and accurately, but have a huge workload of... Continue Reading →
Setup of Accounts Payable Posting Profile
Project Type : Fixed Price Percentage Completion - with work in progress Billing Rule : Milestone Project group Setup: Project Transaction Summary: Activity Sub activity Type Description Qty Cost / Unit Cost Value Sales / Unit Sales Value 1 1.1 Item Item-001 12.00 140.00 1,680.00 168.00 2,016.00 1 1.2 Item... Continue Reading →
Setup Automatic Transaction First we have to setup some automatic transaction for automatic posting. Go to: “General Ledger - Setup - Posting Setup - Accounts for Automatic Transaction” and setup the Main account for “Customer / Vendor Cash Discount” Setup Cash Discount Code Now we have to setup Cash Discount Code for selection while posting Invoice. Go to:... Continue Reading →
Instruction:- For practice of Accounting and Reporting always use demo data of "USSI" legal entity provided by Microsoft. Creation of category group, Shared category, and Project category All categories basically identify by "Category Group", so lets understand how to create "Category Group". Go to USSI-->Project Management and Accounting-->Setup-->Categories-->Category groups New Category Group: Project While creating Category... Continue Reading →
CA Gaurang Jani
Dynamics 365 Finance 