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Microsoft Dynamics 365 F&O | Customer Return 2 - Credit Note with Inventory Update

17:11

Microsoft Dynamics 365 F&O | Customer Return - Only Credit Note

6:40

Microsoft Dynamics 365 F&O | Customer and Vendor Balance Netting

19:27

Microsoft Dynamics 365 F&O | Customer Parent/Child Relationship | Customer Invoice Account

11:02

Episode 1| Microsoft Dynamics D365 F&O Full Canadian Sales Tax Design| Introduction

15:54

Microsoft Dynamics 365 F&O | Default Project Sales Tax For Cost/Revenue

11:25

Microsoft Dynamics 365 F&O | Customer Reimbursement

Struggling with customer reimbursement or refund processes in Dynamics 365 Finance and Operations (D365 FO)? In this episode of our Order-to-Cash Process Review Series, we break it all down!
Discover:
✅ When and why to use the customer reimbursement process in real business scenarios.
✅ A detailed, step-by-step demo to guide you through the setup and execution in D365 FO.
Whether you're a consultant or a business user, this video will help you streamline your refund process with confidence.
Check out our other videos in the O2C series for more insights, and let us know in the comments what topics you'd like us to cover next!
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💡 Don’t forget to like, subscribe, and comment to support the channel and get notified about more D365 FO tutorials. Let’s make your processes smoother and more efficient together!
Tags: #D365FO #CustomerRefund #OrderToCash #Dynamics365 #ERP #BusinessSolutions #FinanceAndOperations #D365Tips

Відео

Microsoft Dynamics 365 F&O | Customer Return 2 - Credit Note with Inventory Update

17:11

Microsoft Dynamics 365 F&O | Customer Return 2 - Credit Note with Inventory Update

Переглядів 7721 день тому

Learn how to handle customer returns in Dynamics 365 Finance and Operations (D365 FO) with inventory updates! In this episode, we demonstrate a step-by-step process for managing returns where the inventory is updated based on the returned item before issuing a credit note. This video builds on our previous episode, where we covered customer returns requiring only a credit note without impacting...

Microsoft Dynamics 365 F&O | Customer Return - Only Credit Note

6:40

Microsoft Dynamics 365 F&O | Customer Return - Only Credit Note

Переглядів 59Місяць тому

In this episode, we dive into one of the many customer return scenarios in Dynamics 365 Finance and Operations (D365 FO). Here, we focus on the simplest return scenario: issuing a credit note for the original sales order without any physical item return, meaning no impact on inventory value or movement. Watch as I explain the process step-by-step with a live demo to help you meet this common bu...

Microsoft Dynamics 365 F&O | Customer and Vendor Balance Netting

19:27

Microsoft Dynamics 365 F&O | Customer and Vendor Balance Netting

Переглядів 136Місяць тому

In this episode, we explore a recently released feature in Dynamics 365 Finance and Operations (D365 FO) that allows you to net balances when an account serves as both a vendor and a customer. This feature can significantly improve your business process efficiency by streamlining transactions between linked accounts. We cover: - When and why to use this feature. - Step-by-step configuration. - ...

Microsoft Dynamics 365 F&O | Customer Parent/Child Relationship | Customer Invoice Account

11:02

Microsoft Dynamics 365 F&O | Customer Parent/Child Relationship | Customer Invoice Account

Переглядів 113Місяць тому

In this episode, we demonstrate how to manage customer parent and child relationships in Dynamics 365 Finance and Operations (D365 FO) using the invoice account concept. This setup is ideal for common business scenarios where a child company places sales orders, but the invoice and payment are handled by the parent company. Learn how to streamline these processes in D365 FO effectively. If you ...

Episode 1| Microsoft Dynamics D365 F&O Full Canadian Sales Tax Design| Introduction

15:54

Episode 1| Microsoft Dynamics D365 F&O Full Canadian Sales Tax Design| Introduction

Переглядів 782 місяці тому

Welcome to the first episode of our new UA-cam series, where we cover the full design of Canadian sales tax in Microsoft Dynamics 365 Finance and Operations (D365 FO). In this introductory episode, we discuss high-level Canadian tax requirements and explain how D365 FO calculates sales tax across various transaction types. This episode sets the foundation for the deeper dives to come, so stay t...

Microsoft Dynamics 365 F&O | Default Project Sales Tax For Cost/Revenue

11:25

Microsoft Dynamics 365 F&O | Default Project Sales Tax For Cost/Revenue

Переглядів 523 місяці тому

In this episode, we explain how to default the sales tax group for both cost and revenue on project expense transactions in Dynamics 365 Finance and Operations (D365 FO). While users are familiar with how tax values default for revenue calculations, we dive deeper into how tax values for cost are handled. Discover where tax information-such as sales tax group and item sales tax group-gets defau...

Microsoft Dynamics 365 F&O | Send Vendor Payment Remittance Via Email

15:56

Microsoft Dynamics 365 F&O | Send Vendor Payment Remittance Via Email

Переглядів 3833 місяці тому

In this video, we show you how to automatically send vendor payment remittance reports via email in Dynamics 365 Finance and Operations (D365 FO). After completing a vendor payment, it's essential to notify the vendor with a remittance report. Discover how D365 FO can streamline this process by generating automatic email notifications, making life easier for your Accounts Payable (AP) team. If ...

D365 F&O Troubleshooting | Hour Journals Post Despite Period on Hold

6:02

D365 F&O Troubleshooting | Hour Journals Post Despite Period on Hold

Переглядів 403 місяці тому

In this troubleshooting episode, we address an issue many users face during month-end closing in D365 FO: an hour journal posting successfully, even though the ledger period is on hold. When the accounting team puts a period on hold, no transactions should be posted, yet this doesn't always happen as expected. We explain why this occurs and show you the specific parameter you can adjust to prev...

Microsoft Dynamics 365 F&O | All About Project Dates

11:16

Microsoft Dynamics 365 F&O | All About Project Dates

Переглядів 763 місяці тому

In this video, we dive into the complexity of project dates for labor transactions in the D365 Project Management and Accounting module. Many users struggle with multiple dates-transaction date, project date, voucher date, and posting date. In this episode, we explain what each date represents and show the flexibility of adjusting the posting date based on the project date, project period end d...

Microsoft Dynamics 365 F&O | Canadian CCA Design for Vehicle Purchases

15:18

Microsoft Dynamics 365 F&O | Canadian CCA Design for Vehicle Purchases

Переглядів 663 місяці тому

In this episode, we focus on the Canadian Capital Cost Allowance (CCA) for vehicle purchases and how to achieve this business requirement in Dynamics 365 Finance and Operations (D365 FO). We break down the CCA calculation with the expected tax amount and provide an end-to-end demo in D365, showcasing a design using additional items and a tax matrix. This video is especially helpful for customer...

D365 F&O Troubleshooting | Auto Reversal of Accrual Entries

7:29

D365 F&O Troubleshooting | Auto Reversal of Accrual Entries

Переглядів 1034 місяці тому

In this troubleshooting video, we address a common issue in Dynamics 365 Finance and Operations (D365 FO) where the auto-reversal functionality on GL journals isn't working as expected. Users frequently encounter problems with auto-reversal of accrual entries at predefined dates, even after checking the auto-reversal checkbox. Despite setting a reversal date, D365 doesn't create the reversal li...

Microsoft Dynamics 365 F&O | Multiple Prepayments On One PO

14:04

Microsoft Dynamics 365 F&O | Multiple Prepayments On One PO

Переглядів 1975 місяців тому

In this episode, we tackle a common challenge in Dynamics 365 Finance and Operations (D365 FO): creating multiple prepayments for a single purchase order. While standard D365 FO supports only one prepayment per PO, vendors often request multiple prepayments. We explain the end-to-end process and provide a workaround to record multiple prepayments effectively. Watch this video to learn how to ma...

Microsoft Dynamics 365 F&O | All About Customer Addresses

9:51

Microsoft Dynamics 365 F&O | All About Customer Addresses

Переглядів 2155 місяців тому

In this video, we clear up confusion around customer addresses in Dynamics 365 Finance and Operations (D365 FO). We cover important concepts like address purpose and default address, and address a common request: how to set a delivery address different from the bill-to invoice address. We demonstrate how to ensure the correct address type appears on the appropriate business documents. Join us a...

D365 F&O Troubleshooting | How To Correct Cash Discount

8:39

D365 F&O Troubleshooting | How To Correct Cash Discount

Переглядів 1295 місяців тому

In this D365 FO Troubleshooting video, we tackle the issue of calculated cash discounts on PO invoices not matching the cash discounts on invoices received from the vendor. By design, cash discounts are assigned at the PO header and apply to all PO lines. However, certain lines, such as freight, should be excluded from the cash discount. We demonstrate options to correct the cash discount amoun...