D365 Finance & Operation

Multi select lookup using a Tree in Microsoft Dynamics 365 F&O

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Requirement: To have multi-selection lookup of product category in a tree view on form control in Microsoft Dynamics 365 finance and operation. Solution: Developing a custom form to control the multi selection on the tree view and calling it on the form control lookup method. Creating new multi selection tree view form “EcoResCategoryMultiLookup” have datasource… Continue reading Multi select lookup using a Tree in Microsoft Dynamics 365 F&O

D365 Finance & Operation

Customizing D365 Finance and Operations user alerts.

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Requirement: When ever a field value is changed D365 Finance and operation has to send alert to the respective user over the email with old values to new values changed. Solution: We used changed based alert functionality available out of the box in D365 finance and operation with customizing a small part of the message… Continue reading Customizing D365 Finance and Operations user alerts.

D365 Finance & Operation

Add new system related value in “Use values from” in Financial dimensions in D365 Finance and Operations

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A very easy way to add new financial dimension selection values in “Use values from” list in Financial dimension configuration in Microsoft Dynamics 365 for Finance and Operations. Create a new view, View name must be DimAttributeYourTableName in my case “DimAttributeOpportunityTable” and the data source name as BackingEntity with 3 fields Key(Recid),Value(OpportunityId),Name(Subject) and indexes on… Continue reading Add new system related value in “Use values from” in Financial dimensions in D365 Finance and Operations

D365 Finance & Operation

Dynamics 365 Approvals Management for Purchase order and Purchase Requisition Approval of D365 Finance and operations using Power platform / Mobile application

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Microsoft always surprises us by giving new features which really helps organization to automate the work similarly now we have a new feature in Microsoft Dynamics 365 for Finance and Operations to approve Purchase orders and Purchase Requisition using Mobile Application / Power Platform. To use this app, make sure your Power Platform Admin center… Continue reading Dynamics 365 Approvals Management for Purchase order and Purchase Requisition Approval of D365 Finance and operations using Power platform / Mobile application

D365 Finance & Operation · Retail

Inbound Operation in D365 Commerce/ D365 Finance and Operations to view Transfer Orders Only.

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Requirement: In D365 Finance and Operation POS we have filter on Inbound Operations to filter on order type either Transfer order or Purchase Order but the requirement is by default it has to show only Transfer Orders only. Solution: To achieve this we can either pass default parameter in POS extension but in that scenario… Continue reading Inbound Operation in D365 Commerce/ D365 Finance and Operations to view Transfer Orders Only.

D365 Finance & Operation

Inventory lookup for warehouse enabled items in D365 Commerce / D365 Finance and Operations

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Requirement: In D365 Finance and operations, if the warehouse which is set on the store is enabled for “Use warehouse management process”, inventory lookup matrix for product master will not show on-hand quantities. Solution: Out of the box D365 Finance and operations does not support inventory lookup of product master which has warehouse process enabled.… Continue reading Inventory lookup for warehouse enabled items in D365 Commerce / D365 Finance and Operations

D365 Finance & Operation

Email POS Receipt configuration in Microsoft D365 Finance and Operations

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Requirement: To prompt POS user to email POS receipt to customer in Microsoft Dynamics 365 Finance and Operations. Solution: In Microsoft D365 Finance and operations we have 3 options to configure the emails for POS Receipts, In Order to configure receipt email in Microsoft D365 Finance and Operations make sure following features are enabled from… Continue reading Email POS Receipt configuration in Microsoft D365 Finance and Operations

Retail

Pre-Order & Reservation from Retail, Microsoft Dynamics AX2012 R3

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Scenario: We had the following requirements based on which a small customization was needed: To allow the system to reserve the items for the orders which are in inventory by taking deposits from the customer. The whole payment history has to show for the specific order of the customer. For example: Customer Abc asked to… Continue reading Pre-Order & Reservation from Retail, Microsoft Dynamics AX2012 R3

Microsoft Dynamics AX 2012

Issues while scanning Barcode in Microsoft Dynamics AX2012

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Problems: While printing it was showing Item code instead of barcode as shown below: after resolving the above issue the barcode was unable to scan. Solution: For Issue 1) : Fonts need to be installed on the reporting server as well. In normal scenarios, reporting server is different than AOS , so any report displaying … Continue reading Issues while scanning Barcode in Microsoft Dynamics AX2012

Microsoft Dynamics AX 2012

Microsoft Dynamics AX2012 R3 hierarchy type Workflow

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Problem: To submit the workflow to the manager of the submitter in purchase requisition in Microsoft Dynamics AX2012 R3 . Solution: In Microsoft Dynamics AX2012 R3, workflow has the assignment type as “hierarchy” which allow user to submit the workflow to the respective manager set in the hierarchy of the company as shown: workflow assignment… Continue reading Microsoft Dynamics AX2012 R3 hierarchy type Workflow