- Most to organization enable the functionality of “Change Management” for Purchase order in their procurement process.
- In Some cases change management is not required for specific vendors.
- For this functionality Microsoft provide the functionality to override vendor functionality. Following is walkthrough.
- In Pocurement parameters (Procurement and sourcing> Setup> Procurement and sourcing parameters, tab Default values and parameters in the section General) there is option for disable functionality by setting true / Yes for “Allow overright of settings per [[Vendor]]
- Now go to Vendor details form
- Open in tab “Purchase Order defaults” and
- set Override settings to “yes” and
- set Activate change Management to “No”.
- Hope you like this log style blog post from Roam Research.
4 step to better response to teams call after resolving the issue
During a team call discussion with a functional consultant, I inadvertently began to explain the cause of the reported issue and the steps I took to resolve it. Later, I realized there was a more effective way to convey this information. I made the decision to rephrase my message and create a blueprint for future calls. The blueprint consists of four concise statements.
- After extending a warm greeting, the first step is to establish the [[context]]. Most of the time, the audience is busy with other matters. During your call, they did not relate to what you were trying to convey.
- Once you’ve established the background, concisely explain the problem or requirement you’ve conveyed.
- The third line was simple: the problem is resolved, and what is the next step when you deliver the fix? A single-liner statement provides a solution for a requirement.
- Most functional consultants, end users, or project management are not technical, so it’s important to prepare the fourth statement as a backup. If they inquire, provide a detailed explanation of the issue..
Obsidian folder settings and PKM Best practices Evergreen Notes
Hi and hello, everyone.
My personal knowledge management workflow is evolving. I’m a big fan of creating new notes in a predefined folder. These folders focus on specific topics. For instance, I can compose or annotate pre-existing notes on D365 Community or LinkedIn. However, the issue arises when you copy and paste or use a web clipper. And left unfinished or partially modified. These are not completed when you need them.
Best Practices says that you need to convert them into evergreen notes.
You can rewrite Evergeen notes into your own unique ideas or use them as automatic notes on a single topic or concept. You can read more about it at the following link.
https://notes.andymatuschak.org/Evergreen_notes
The Evergreen Note is a finished product. For example, I copied the whole article from LinkedIn. That is from the topic of “Who to User Chain of Command Instead Event Handler.” I copied it into a designated folder. After that, it remained unchanged.
This is not my note. It is a reference note. What should I do? I made changes. Remove unnecessary points from it. Next, I will incorporate my personal experiences into it. Some people suggest that we must modify and rewrite it.
The end product moves into a specific folder.
Copying the entire article for future use is a good practice. Instead of searching the internet, you can find these references in your own note-taking app. You can use these references in your work and share them with your colleagues.
You cannot share or publish these articles on your blog. But the evergreen notes can be.
Remember the simple rule “Document Not Create”? Most of the time, people like me are not capable of creating something new. There is always inspiration.
This past weekend, when I began reviewing each folder, I discovered a significant number of incomplete notes.
So I decided to change my approach. I should move my modifications, rewrites, or final comments into a separate folder. This is the best practice.
I think there are two types of people. One type of person learns from others’ experiences by adhering to best practices or recommendations. The second individual gains knowledge through experience. In Sufi called this Marfat. This refers to the moment when practitioners begin to understand the rationale behind the rule’s creation, also known as best practices.
And third one who never learns.
The two note-taking methodologies, Mike Millo’s ACE framework and Tigo forte’s Para Method, both recommend these best practices.
Now I decided that all my new notes will go in folder “Inbox.”
As Obsidian is my core PKM software, here is a walkthrough to create a separate folder, and all notes go directly in that folder.
Click on Settings in Obsidian.
From setting page select the options select the files and links. following two settings need to update.
You can select Default location for new notes as “In the folder specified below”.
Second you can set your own folder name.
Third option you can set here is default location for new attachment.
In default setting in obsidian, you have to copy paste images from specific folder. and it shows and copied into Obsidian Vault.
Another best practices you can use that you have to built template. as I mentioned in my last post
https://www.tech.alirazazaidi.com/how-to-add-template-in-obsidian-pkm/
You have to use Tags for category to identity your notes in your inbox folder.
You can use Tags for more detail identification for the category for note.
When each note is processed, You can move them into specific folder.
Hope you like this post.
How to add Template in Obsidian -PKM
In my quest to better PKM ( Personal Knowledge Management), I start using Obsidian as my primary note taking app.
When I copy notes from different websites, blog or some social media site.
I need to record a few extra information as reference.
For example my requirements are simple, on the header section of each note, there will be two place holders
- Parent: MOC
- Reference:
For this I used the template feature of Obsidian.
Following is the step by step guide.
First step for storing templates we need to create a separate folder. for this click on folder icon similar to following screenshots.
Second step of all I need to enable the core plugin and this I need to go settings.
from settings, select core plugins and then enable the templates.
After enable the templates and click on setting icon on and open similar screen
Here you can set template folder location. then two option setup of date format and time format.
I just set template folder.
Then add a new node with following name with ShortScript.template.
Inside the this template I define following area
{Note Reference}:
{{date}}
{Tags}:
{Parent MOC}:
Now go in respected folder and create a new notes
For example I want to create a new note in Shorts Scripts folder. Right click add a new node.
left menu select the insert template button and following popup appear in Obsidian
Type or select from drop down, the required template and hit enter to copy contents form templates to note.
Now I update the new notes as per my requirement
Tana Early access finally got
Ah, my PKM quest leads to me, Tana. Today I got early access to Tana. We can only gain access by invitation.
Tana has a relatively short learning curve. I did not explore Super Tag; that is a game changer.
People consider Tana to have both Notion and Obsidian features. Notion is cloud-based, while Obsidian is file-based. The major feature for Obsidian is Graph View. You can interlink your notes and create a map based on them. While Notion has power of database (not TSQL,PLSQL). With Obsidian, I am limited to accessing and making notes solely from my laptop. There is a Sync feature in Obsidian, but it is less used.
This video represents my first experience with Tana.
Write Extensible Data Security (XDS) in Dynamics 365 Finance and Operation
In D365, with Role based security we can restrict specific operations
to Certain user. Role based security will restrict the menu, forms and report.
It did not restrict certain records to view.
For example, They want to see only vendor with certain vendor group.
Customer for certain key market.
For this blog post, there is scenario that end user can be his created sales order.
For this requirement, we can use [[Extensible Data Security (XSD)]].
For this we require three elements.
AOT query.
Security Policy
And last one is Security Role.
First we create AOT Query and add Sales table and inner join with userInfo Table and make join with userInfo.Id with SalesTable.CreatedBy
Then add range in UserInfo and add (CurrentUserId())
Now Create a new role. That will used in Security policy and later used for End user.
Now add a new Security policy
and set following properties.
Set following properties.
Constraint Table Yes
Context Type RoleName
Operations All Operations
Primary Table set as SalesTable
Query set the name of Query
Set Role Name with Role we created in above role.
Build and Sync Database.
Open D365 Finance and Operations goes and Userinfo in System Administrator and assign to specific end user.
Remember, that either assign, Sales Clerk role or Sales Manager role.
Extensible Data Security (XDS) is not working for system administrator role.
Sales order list will comes with sales order with filter.
How write a simple dialog for input In D365 Finance and Operations X++
What a difference between RunBase and RunBaseBatch.
RunBase is used to create dialog. While runBaseBatch can be used to set dialog box as batch job.
/
Today I have a simple tip. that help you to create a input box to get values. this class will create a dialog box. You can use this to replace your runable class logic.
class RequestCopyJob extends RunBase
{
DialogField fieldInvoice;
DialogField fieldName;
// Variables to store user input
CustomerInvoiceId _InvoiceId;
// pack() and unpack() methods are used to load the last value from user
// for our simple example we are not going to use them.
public container pack()
{
return conNull();
}
public boolean unpack(container packedClass)
{
return true;
}
public Object dialog()
{
Dialog dialog = super();
// Set a title for dialog
dialog.caption( ‘Simple Dialog’);
// Add a new field to Dialog
fieldInvoice = dialog.addField(extendedTypeStr(DSACustomerInvoiceId), ‘Invoice’);
return dialog;
}
public boolean getFromDialog()
{
_InvoiceId = fieldInvoice.value();
return super();
}
public void run()
{
// Set Dialog field value to find CustTable
EInvoiceServiceRequests _EInvoiceServiceRequest;
select forupdate * from _EInvoiceServiceRequest where _EInvoiceServiceRequest.CustomerInvoiceId ==_InvoiceId;
ttsbegin;
_EInvoiceServiceRequest.ResponseStatus = ServiceStatus::SUCCESS;
_EInvoiceServiceRequest.update();
ttscommit;
}
public static void main(Args _args)
{
RequestCopyJob Job = new RequestCopyJob();
// Prompt the dialog, if user clicks in OK it returns true
if (Job.prompt())
{
Job.run();
}
}
}
How to enable the backlink at the bottom of each note -Obsidian
I start using Obsidian for my Personal Knowledge Management.
My simple requirement was back links should be appear at the bottom of each note.
So I can quickly navigate through links
For this I have to click at the bottom of obsidian and and goes into settings.
When menu opens, select the Backlinks and open the settings.
Here is option show backlinks at the bottom of notes.
In my case toggle is off. I enabled it.
After enable it I found below section
My quest toward better Personal Knowledge Management (PKM)
I started adding my notes, and I found it helpful during my career as a consultant. I started writing, collecting, and compiling my notes after a long time. I already shared my notes on this blog about D365 finance and operations.
I still believe Gary Vee advises, “Document, don’t create.”. Creation is not easy.
You can find this post here.
What is PKM, or Personal Knowledge Management? The term gained popularity in Pendamic, particularly with the emergence of digital note-taking applications.
To me, its personal notes, experience, extraction form different blogs, websites, webbastes, podcasts and then rewrite them for your future references. As time progresses, we transform into knowledge workers. All consultants are actually knowledge workers.
It is a hub of knowledge based on which you can recall any past experience and compile that knowledge to solve the current problem.
I am doing this form couple of years, and from the starting of my career.
Let’s discuss how my journey started and how I am still learning and experimenting with my personal knowledge management.
Now I am facing the problem of organizing my notes.
When I started writing notes, I used Evernote. However, as time went on, I decided to move away from Evernote. Then I started writing my blog post in Word documents.
Then start using OneNote. It felt awkward initially, but the folder and file structure really helped me there.
Later, I will start using Notion and then move towards the Personal Pro version, which has cost 5 dollars per month for the last 4 years.
As Pakistanis, we often find ourselves thinking about saving money. Surprisingly, I am currently experiencing a severe financial crisis. However, this $5 is still worth it because my growth notes with images go beyond the free version.
I worked in a little hierarchical folder. My basic structure is quite similar.
I used to write daily logs under the logs, year, and month folder structure. On the month page, I recorded all my thoughts, findings, challenges, plans, and ideas for a specific date, separating them by simple division.
I returned to Pakistan this year and began working as a principle consultant for an organization. On Logseq, I found one video. After watching that video, I love the way LogSeq works.
I love its graph view. That graph view is a game changer for me.
It helps me connect my notes. That helps me to avoid repeating the same thoughts, notes, and ideas over and over again. Initially, I encountered a problem where the notes were stored in folders and were not connected to each other. Additionally, Notion does not offer a graph view. Notion later provides the back linking functionality. However, it lacks the power of Obsidian and Logseq.
The grap view was created after working on it as a daily log after using it for the last 7 months, as follows:
This graph is game changer for me. I think human mind also have evulation stages. Couple of years back. I saw similar network graph in obsidian, but that time, I can not understand what is network of notes and did not feel this idea right.
But now my notes are huge. From almost more then 5 years notes. Some shared on my blog some are not.
One of the best thing I found in log seq is task manager.
In the morning, when I reach office. I just add a few task something similar
In this I make notes and todo. It is really easy for me that I can get all information for single project in screen for example
Now I face two problems. Logseq is file-based; Notion is cloud-based. Logseq has the strength to store all files in a local folder.
The second problem is that Logseq is an outliner. You can make logs. Bullet points. sub-bullet points. It’s good for making meeting notes. However, it’s not ideal for writing lengthy articles. It’s good for brainstorming.
For file-based, I found one plugin that helps sync my logseq daily note to Notion. That helps me a lot.
But the network graph makes me more hungry. I start to read more about personal knowledge management systems. Finally, we get to Obsidian.
Obsidian did not provide the same functionality as Logseq, such as a single page with all of the back link’s details. However, this platform allows us to create MOC pages on our own.
Backlinking and network graphing are its core powers. File-based did not attract me. I already have all my notes organized by topic. And nothing personal. These are just my day-to-day problems, solutions, and personal dairy, and I don’t care if they come to light.
When I exported all my concept notes in markdown format and imported them into Obsidian, I discovered the following graph view:
Now, my notes or personal knowledge are making things more messy.
I wrote my daily notes in Logseq. That sncy to Notion. Notion doesn’t sync images or uploaded files.
My details, or long notes, which I wrote in Obsidian, also sync with Notion.
But my daily workflow for notes starts to get messy. Backlinking creates a problem.
I have left my notes unstructured, copied them from a concept, and included images as links.
I need to organize and structure my notes, so these will be helpful for me. If I create something well, I can share it on the internet.
Now I start reading notes them comes different methodlogy.
Building a second Brain by Tiago Forte:
First is Para method or Building a second brain. By Tiago Forte.
Diving organize folder structure by following way.
I used that method in notion. However, I typically store my notes in subfolders, such as Area.
The project will incorporate office work notes.
People who are well-organized, especially knowledge workers, typically use this method.
I am both a knowledge worker and an ERP consultant. Tage Foritor is also a business analyst.
I was unaware that Tage Foritor specialized in software-related business analysis and management consulting.
This structure helps me organize my old notes effectively. As you start to develop your “second brain,” store everything that you previously had in the Archieve folder.
All non-professional articles, blogs, screenshots, and notes go into the resources folder.
The Areas folder can contain notes related to personal finance, health, or habit tracking activity.
Zettelkasten Method
This is one of the traditional methods of organization. Whenever you visit a public library, there is a separate section with a slip box, where each card contains a book reference and indicates the book’s placement on the bookshelf. More than that, I can’t understand. Only what I understand is thatBuild your notes in a common place, refine them, and finally make permanent notes.
Those with a more organized mind typically reserve this for themselves. This certainly did not fit my mindset.
There is also a famous book on how to take smart notes by Sonke Ahrens.
https://www.amazon.com/How-Take-Smart-Notes-Nonfiction/dp/1542866502
Johnny Decimal method.
Let’s talk about Johnny’s decimal way of personal knowledge management. It’s similar to the traditional method we use for creating accounting charts. I did not use this method, but it is in use. I think if you have an accounting or finance-related job, this method certainly works for you. This can be found by following the link.
https://johnnydecimal.com/
Linking your thinking by Nick Milo
Initially, when I started using Obsidian, I saw some of his videos on YouTube, but I did not consider him.
However, as my notes become disorganized, Instead, these help me to make myself more stressed.
I discovered a new way to connect your thoughts. You can get more detailed information from this link, or you can follow him on his YouTube channel.
https://forum.obsidian.md/t/linking-your-thinking-resources/6177
He also provide a sample obsidian Vault. You can study PKM after download and connect with your Obsidian. download link is here
https://www.linkingyourthinking.com/myideaverse/start
I am studying this and organizing my notes, inspired by the “linking your thinking” methodology.
I learned from his concept of MOCs. I applied the concept of the map of contents to my own understanding.
Now let me share with you how I started organizing my mess.
I start making notes in folders. There is one folder that contains all of my MOCS.
For example, the article I am writing in Obsidian is in the “PKM” folder, but I have one in the MOC folder.
note with the title PKM_MOC.
Instead of making generic folders, I make specific folders, and all relevant notes will be there.
Both the Second Brain and the Zettelkasten Method encourage students to write down notes in a specific folder. Move your finalized notes to a specific folder. I did not follow that methodology. Using the second-brain method, I kept my notes in daily logs without ever moving them or purifying them.
I make it a practice to write a note in its relevant folder. It’ll be there even if incomplete or uncompiled.
I sync my notes to Notion after finishing them.
I didn’t realize that all incomplete notes would go into a specific folder and then move there once finalized. I have to work in a specific folder. When the note is complete. I sync it to notion.
The purpose of PKM is to generate personal knowledge, which you can then use to compete with other knowledge workers.
My journey to Personal knowledge Management is still in progress. How about yours?
Default order Settings in D365 finance and Operations
Hi friends, in this video, I demonstrate the default order settings for purchase order, Sales and Inventory order. Hope you like this video.