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Reason codes help standardize why a transaction happened (write-off, adjustment, return, cancellation, etc.) and optionally provide a default comment users can keep or overwrite. Financial Reasons A hub for all Financial Reasons under Organization administration. When you set up a reason code (and its description), make sure you select the appropriate module(s). After a module … Read more
In Dynamics 365 Finance and Dynamics 365 Supply Chain Management, cleanup routines are available in various modules. This article provides an overview of the routines that are currently available. It is important to note that these cleanup routines should be only executed after detailed analysis and confirmation from the business this data is no longer … 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
Related Setup Landed cost parameters Movement If the over under quantity for a delivery is within the defined tolerance, a movement journal will automatically be processed. Transfer When an under delivery is processed, the short-receipt quantity will be transferred to an under-delivery warehouse Warehouses Under Delivery Warehouse Over Delivery Purchase order with Order Qty = … Read more