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Intercompany project invoicing in practice: Setup

The most comprehensive guidance on the Intercompany Project Management in Dynamics 365 for Finance used to be the blog of Brian Welcker, the historical product manager of the feature. The original source must have disappeared from the Microsoft sites, but a copy remains in the community archive:intercompany-project-invoicing-in-ax-2012-r3-part-1intercompany-project-invoicing-in-ax-2012-r3-part-2 However inspiring this source

February 19, 2021 3 Comments

Electronic Reporting (ER) Cookbook 4: References in a model

The “Item reference” in Dynamics 365 Electronic Reporting models has been an elusive concept for me for quite a long time. A reference creates a kind of a cross-link between the ER model parts, but what for? Now I think I have figured out some important use cases: Re-use structures and

December 3, 2020 No Comments

D365: Import Mastercard CDF3 statements OOTB

Introduction It has been 5 years since I first described how to import credit card statements into Dynamics AX2012 Expense management module with zero customizations and zero middleware. The technology has changed a lot, the transport is now not through the AIF but the [unattended] bulk upload of packages aka Recurring

October 8, 2020 No Comments

Subcontracting with Warehouse management – Part 2

Following up the 1st part of this blog series, let’s elaborate on the standard model of subcontracting promoted by Microsofthttps://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/production-control/manage-subcontract-work-production Option 2: Subcontracting via Production order The semi-finished product (here: M0070) has a BOM of its own. It includes all materials but also a service item (M0070_SC) for the value added

September 22, 2020 2 Comments

Subcontracting with Warehouse management – Part 1

Introduction A typical real-world scenario for subcontracting in discrete manufacturing looks like this: the local production needs a part at one of the steps which is procured from a 3rd party. This supplier aka subcontractor is provided with some materials for free (“free issue materials”) to perform the work. The free

September 11, 2020 2 Comments

Number of records in D365

In Dynamics AX2012 there used to be a development tool to quickly count the number of records in all DAX tables: Ctrl-Shift-W, then Tools / Number of records: This can be an interesting figure for data migration, measurement of the transaction volume, performance evaluation etc. A similar inquiry in Dynamics 365

August 28, 2020 2 Comments

What Item requirements can’t do

This is kind of a recurring question: people have illusions about the Item requirements sales order type in Dynamics 365 for Finance and SCM. First of all, in connection with a Fixed-fee project in D365 you may only open an Item requirement sales order. In one of the D365 versions they

August 26, 2020 7 Comments

Sales order totals

In the course of a Dynamics 365 for Finance / SCM (aka Operations aka Dynamics AX) implementation the sales department often asks for a quick sales order totals display, right in the sales order grid. A mature consultant instantly refuses with an argument a ‘display column’ is heavy on the database,

August 5, 2020 No Comments