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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

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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

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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

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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

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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

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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

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August 28, 2020 2 Comments