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Hello MSDynamics 365 lovers, In this blog I shall share the security configuration for journal names, where we can make journal as private and can not be seen by anyone, except required people. Business scenario - Some transactions must be very much confidential for all the users and must be visible only for few stakeholders from business. Lets explore the step by step configuration to meet this requirement. Step 1: Create a new Journal name or you can use the existing journal to meet this requirement  Step 2: Create user group and add users, or you can use existing user group with required users added Step3: Add the restriction to the "Private for user group" under "BLOCKING" into the Journal. Step 4: Configuration is done Now this JOURNAL can not be seen by anyone except the users added into the user group (Branch HR in our case) If you have any query, kindly reach out to me in linkedin https://www.linkedin.com/in/ramitpaulinnovation/

Hello Dynamics Lover, In this article, I shall articulate the nice out of box functionality, which is a very common ask form customer from the financial control point of view. The business scenario is as follows Very Common - For some journal posting (example, salary, employee expenses, outgoing payments), customer wants to put control on bookings, they want to restrict those kinds of postings with additional approval before posting. We shall create a Salary Journal and make this for required approval before posting (without workflow) 1: Create a journal name and add a number sequence by standard way  (General Ledger-> Journal Setup-> Journal Names) 2:Create a User group (System administration-> Users-> User Groups)       3:  Add approvers, who will approve these postings, (System administration-> Users-> User Groups-> add users) 4.     4:   Add the user group to Journal name you have created (General Ledger-> Journal Setup-> Journal Names (1)

Hello Dynamics Lover, In this Blog, I shall articulate about the ITALIAN business scenario, w hen goods are delivered for free to a customer, there is still an obligation to pay taxes. There are two cases where this can occur. In one word, Invoice amount can be Zero and posted in ITALY . To achieve the above scenario, Microsoft has developed a very nice feature, which is "(Italy) Posting invoices with zero amount" In Standard Dynamics (Non Italy) we see the below error and invoice amount Zero can not be posted  However, having this feature enabled, this can be achieved in ITALIAN localization . See  below, I have added the posted vendor without amount. I have also added the business scenario in short, this is nice read below. The company pays the sales tax. The goods are shipped to the customer with a delivery note that includes the reason code  Free . The company issues a self-invoice where the text  Free invoice  is clearly printed on the header, the value of goods is print

Hello Dynamics Lover, In this blog, I will articulate the business scenario where many of the times, we are asked to create different sets of number sequence for vendors and customers based on the vendor/Cudtomer type/groups.    Below the customer requirement (I have shared steps with vendors, however the same steps are applicable for customer as well) 1.     Scenario 1: Local vendors format will be LOCV-*******1 2.     Scenario 2: Foreign vendors format will be FRV-******1 3.     Scenario 3: Employee Vendors format will be EMV-******1 4.     Scenario 4: All other vendors will be OTHRV-******1 The end result is below we have got from the requirement gathering session.  Name Vendor Group Number Sequence Requirement Local vendors V10 LOCV-000000001 Foreign vendors V20 FRV-000000001 Employee Vendors E10 EMV-000000001 All Other vendors

  Hello Dynamics Lover, In this blog, I have tried to capture and articulate, how our customer can use the privilege of adding attachment into the transactions, masters (vendor, customer) etc. for their reference. When using any form of Dynamics 365, we see the below highlighted option, it is basically for adding any attachments into any transactions or in any master data This blog is about configuring this and how to use this function. Step 1:   Path-> organization administration-> Document management-> Document Types Create a file format you want to use. it can be Image, file, URL, NOTE, you can select from the ‘Class’ and ‘Group’ while creating the format (I have created for IMAGE) Step 2 :  Path-> organization administration-> Document management-> Document management parameters -> You can update the default allowed format, to do this please select “Reload defaults” Step 3: Path-> organization administration-> Document management-> Active

Hello Microsoft Dynamics Lovers, Today I will show, how the Automated Write Off function in D365 F&O is used and how the Configuration can be done to deploy the function for usage. The Business scenario is- We sold product to customer, however due to some reason, the money can not be gained and that will be in Write-off Expense account (kind of bad debt). Pre After write off The accounting entry will be below, however this will be auto created in GL journal This setup is done with very basic configurations, Lets explore together. 1: Create a Journal Name and assign a voucher series by standard way. 2:Create a BAD debt loss in P&L expense account (If your business has a expense account for bad debt, you can use that) 3: Create reason code 4:Add the reason code & Main account for bad debt and make the same default in " Customer write-off reason codes" ( Credit & Collections->Setup-> Customer write-off reason codes) 5: Configure Credit and Collection-> S