Dynamics 365 Finance and Operations Tips, Features & Solutions
Please see my previous blog for How to Install BPA Considering with Custom Report Custom report in Default Location restored after BAP App reinstalled msdyn_bpaconfig solution holds custom reports Manual refer to Custom report migration How to Uninstall Code Script Power Platform Admin Center > Environment > Developer Tool > Console // Get the current … Read more
what is YEC Year-end close process involves closing the financial books for a fiscal year, ensuring all transactions are posted and summarized, and preparing the system for the new fiscal period. Configuration Main Account – Main Account Type and Openning Account Fiscal Calendars and Periods: Establish the fiscal year and its accounting periods in the … Read more
What Is Modern Bank Reconciliation? Introduced in 10.0.39 (preview) and generally available in 10.0.41. Advanced Bank Reconciliation enhancement. Feature Highlights Enhanced bank reconciliation matching rules: Worksheet Enhancement: Generate customer/vendor payment journals Settle invoices without leaving the page Cancel payment journals Side-by-side bank lines and ledger lines modern look Setup & Activation Enable the feature: Go … Read more
Overview Business performance analytics is a powerful solution designed to transform organizational data into actionable, real-time insights—all in one place Prerequisite Before installing Business Performance Analytics (BPA), ensure the following prerequisites are met: You have a Power Platform admin or Dynamics 365 admin role. Your environment is running Dynamics 365 Finance version 10.0.38 or higher. … Read more
Symptoms: Account structure Manufacturing B/S cannot be deleted because it is in use by the general journal in ledger USMF. You must first update the general journal. Account Structure cannot be deleted because there are unposted source documents in ledger USMF Query for Source Document declare @dimensionhierarchy nvarchar (20); declare @dataareaid nvarchar (4); declare @partition … Read more
Description: Migrate Fixed Asset Data from Legacy system. Cut off Date = 4/1/2024 Journal cannot be posted into previous month / previous fiscal year Acquisition and Accumulated Depreciation (Fixed Asset History) should not impact current Trial Balance Details Configuration Fixed assets parameters Fixed asset posting profiles Books: Service Life Depreciation profiles: Depreciation Method Fixed Asset … Read more
Symptoms: Abnormal large amount posted due to entering scanned bar code as Quantity Migration: Inventory Side Warehouse management parameters >>> General >>> mobile device >>> Scanned Quantity Limit. Update InventTrans with the right values. Both Quantity and CostAmountPhysical. Write it into an X++ job for moving to Production Run a Consistency check for On-Hand for … Read more
Description: 10.0.17 – LCS repository as a storage option for Electronic reporting configurations deprecated as replaced with Regulatory Configuration Service (RCS) Global repository 10.0.39 – Regulatory Configuration Service (RCS) deprecated. All new RCS provisioning is stopped as of 10.0.39 GA. Migration RCS to Globalization Studio by August 1, 2024. when open an Environment with 10.0.40 … Read more