When handling PDF invoices in Dynamics 365 Finance and Supply Chain Management, we may need to adjust the generated files before sending them out. With iText 7 for .NET, we can open a PDF in stamping mode, flatten its form fields so the values remain visible, and return the result
This article demonstrates how to use Dynamics 365 for Finance Electronic Reporting to export, adjust, and re-import posted customer invoices. By updating only selected header values such as subtotal, charges, and VAT, you can reprint invoices with revised figures while leaving the original ledger totals untouched.
Dynamics 365 Electronic Reporting supports fillable PDF forms, enabling automated population of static templates like tax returns or invoices. While less dynamic than Excel outputs, PDF forms work well with fixed field sets. This guide explains naming conventions, field grouping, and practical tools to streamline PDF integration using ER.
In Dynamics 365 SCM, the “Unit price equal to cost price” setting enforces intercompany sales at cost. Updates occur during order creation, reservation, and warehouse release. Due to transfer pricing rules, Microsoft introduced intercompany markup functionality. For stricter audit needs, customizations and workarounds like negative discounts and tailored GL transactions
Extending the audit export file in Dynamics 365 for Finance is a straightforward task that power users can accomplish independently. A common audit requirement is adding a system date column to track the actual posting date of invoices, particularly for DATEV applications. This can be achieved using Electronic Reporting (ER).
Migrating fixed-price projects in Dynamics 365 requires up to 14 entities and 18 steps, some manual. Ensure employees are bookable resources before importing. Import project data in sequence, starting with contracts, funding sources, and project structures. On-account transactions must be manually copied into D365. Work Breakdown Structures and budgets need
Troubleshooting VAT Declaration errors in Dynamics 365 Finance involves identifying irregularities in tax transaction configurations. These errors, often country-specific, are usually due to missing or misclassified Application Specific Parameters and not the Excel layout itself.
In Dynamics 365 Supply Chain Management (SCM), “Production Floor Execution” (PFE) includes bundling and assistance features for tracking costs on production tasks. **Bundling** allows a single worker to manage multiple orders, distributing labor costs across them. In **assistance**, multiple workers share one job, with one as the lead (Pilot), logging
APS (Advanced Planning and Scheduling) integrates with Dynamics 365 for SCM to optimize production by planning and scheduling orders based on resource availability, capacity, and deadlines. In Germany, APS programs like FELIOS and FEDRA (HYDRA’s APS system) are widely used. The integration process involves exporting data from Dynamics 365, such
