Magical Business Document Tricks
15 Sunday Dec 2019
Posted in Miscellaneous
Tag Archives: Electronic reporting
Container Management in D365FO
01 Sunday Dec 2019
Posted in Inventory
This posts focuses on how to track containers, pallets, boxes and alike that are used for shipping goods to customers in D365FO. Advanced warehouse expert Juergen Weber guides us through the necessary setups and configurations in the warehouse management module. He illustrates how one can make use of Electronic Reporting and MS Flow for the implementation of a process that allows tracking packing means in standard D365FO.
Electronic Reporting: Import of GL Excel Journals (Part 3)
10 Sunday Feb 2019
Posted in General Ledger
This third and last post on GL journal imports with the help of Electronic Reporting focuses on the import of so-called split postings where one debit account and multiple credit accounts (or vice versa) are imported in MSDyn365FO GL journals.
Electronic Reporting: Import of GL Excel Journals (Part 1)
24 Thursday Jan 2019
Posted in General Ledger
This webcast shows you one can create and import GL journals in MSDyn365FO with the help of Electronic Reporting. A major advantage of those imports are that they run faster than the standard Excel GL journal import functionality. In addition, journal headers and journal lines can be created in a single run without having to create the journal headers before. Finally, users have more flexibility in the way how they create their Excel import templates and there is no limitation in the number of templates and ER import configurations that can be made.
Sharing Electronic Reports
15 Saturday Dec 2018
Posted in Miscellaneous
In this webcast I show you how one can create and share electronic reports with other users and environments without having to create them once again from scratch.
Inventory value adjustments (Part 2)
01 Saturday Dec 2018
Posted in Uncategorized
This post continues the previous one and show you the different steps that are required to create automatic inventory adjustment journals that account for the inventory turn / inventory days of items.
Inventory value adjustments (Part 1)
25 Sunday Nov 2018
Posted in Inventory
In this post, I show you how you can make use of electronic reporting and MS Flow to create automatic inventory value adjustments in MSDyn365FO based on the inventory turn / inventory days of items. The post also shows you how you can deal with exceptions that need to be investigated in more detail by the inventory management.
Reserves for bad debt
01 Thursday Nov 2018
Posted in Accounts Receivable
This webcast shows how you can calculate, create and post reserves for bad debt in MSDyn365FO.
Recording bad debt reserves was always an area that required costly system modifications in previous Dynamics versions. With MSDyn365FO you do not need to spend money for that but can rather make use of the full Microsoft business solution power to get bad debt reserves incorporated in the standard application without writing a single line of code.
AP Accruals over time – Part 3
09 Sunday Sep 2018
Posted in Accounts Payable
The previous webcasts illustrated how one can make use of electronic reporting and MS Flow to create accruals for vendor invoices recorded through the pending vendor invoice form. Within this webcast I will extend this approach and show how electronic reporting can be used for automatically retrieving and posting accruals with the financial dimension values that have been entered with the originating vendor invoice.
AP Accruals over time – Part 2
03 Monday Sep 2018
Posted in Accounts Payable
This webcast continues the previous one and shows you how MSFlow can help you generating accrual vouchers in MSDyn365FO based on electronic reporting documents stored on SharePoint.
