Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics AX 2012

Finalize the Purchase Order- D365 Finance and Operations

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  • Hello friends, Today we explore the finailzed option on purchased order.
  • I usually confirm the purchased order but never use this functionality.
  • We can use this option only when we call lines in purchase order are cancelled or invoiced.
  • I tried it and found following error message on purchase order with Received status.
  • One thing is sure, after finalization of purchase order we can not change in purchase order.
  • After posting Invoice I tried
  • We can finalize purchase order by two ways, one is from purchase top menu.
  • Or we can use use the following navigation
  • Procurement and Sourcing > Periodic Tasks> Finalize Purchase Orders.
  • we tried from purchase order on action pane. and let see what happen
  • After click on Ok, the status of purchase order is final.
  • let me try to add a new line.
  • The add new line option is gray out, we can not add or edit line
  • When a [[Purchase Order]] or Purchase Order Line is “Finalized”, the system does 2 things:
  • 1) It did not allow to any changes or add new line in purchase order.
  • 2) If you enable the budgeting module in d365 F&O and buget is reserved against purchase order, Finalization of purchase 

I used Roam Research app for writing this blog post.

How to create Item Batch manually in D365 F&O

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I love D365 F&O because every day I have to learn something new. At the same time, D365 F&O was so big that I started to forget things very fast. What I did a year ago is just a vivid memory. Yesterday, an interesting thing happened. During testing for one customisation, I had to deal with batch-enabled items. I have to raise stock on more than 20 items. So I can test sale order scenarios. So instead of creating a purchase order, I decided to make inventory adjustments. And when I post the inventory adjustment journal, it gives me an error message for each batch for each item required. Hmm, what to do now? I have to create batches manually and then associate them with items. And these batches I have to copy into inventory adjustment lines. Go to Inventory Management> Inquiries and Reports > Tracking Dimensions > Batches. This is a wonderful page. Here, I can reset the expiration dates of the selected batch. Shelf life. It reminds me of a common requirement. The system should not receive or ship the product, which has more than 60 percent shelf life. There should be special approval for products that have a 60 percent shelf life.  I am not giving a solution here. But whatever solution you provide, its origin lies here.

Go to Inventory Management> Inquiries and reports > Tracking dimensions > Batches.

Before creating a new batch, I got attention to reset button.

On that tab, I found three options, It works for selected row on grid. above screenshot I took when I click on Reset shelf Life dates.

I am not interested in Dates because these are too sweet. Arab called dates as “Timmer”

Timmerun Halwa jinduun

التمر حلو جدًا

Its same Hawla, that happen in Ichra Lahore Pakistan.

Pakistani like Halwah too much

You can reset dates from here.

Let it.

I have to create new batch, that I can use in Inventory Journal. so I clicked on New button. Detail page opens where I have to add multiple things.

Like Item, batch code, Disposition code and things related to shelf life.

Hope you like this article, why I do blog because I forget things very fast.

Product Attribute Data Management D365 Finance and Operations

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We are senior, or senior citizen. Most of the time, young champs do things. And we as senior, just control the situation or communicate.

We can not do everything. We need to delegate things. Today I got chance to work with a young champ to import the product attribute in a system.

I used following Data Entities

Product attribute enumeration types v3
Product attribute integer enumeration types
Attribute group
Product attributes – Specification of attribute types and attribute name
Product category attributes – combination of category and attribute on a product
Product attribute values – for attribute values assignment per product
Product entity attribute value entity – for attribute values assignment per product
Category hierarchies & product category hierarchy – for Procurement category
Internal organization product attribute values
Product category category attribute group assignments – attribute assignment on category
Product category product attribute group assignments

Purchase Order Receiving Dynamics 365 Advanced Warehouse

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I walk through the setup and procedure for the Dynamics 365 Advanced Warehouse Purchase order receiving in today’s session. I demonstrate two procedures: a one-step procedure for receiving an item from a pallet directly to a shelf, and a two-step procedure for receiving an item from a pallet to a receiving point before moving it to a shelf.

Direct Product delivery in D365 Finance and Operations

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Hi friends welcome to another post, In this post, I am going to share simple functionality of direct delivery to customer.

In some case, Customer want to purchase product from our organization. And We did not have stock. or we want to deliver things directly to Vendor from Customer. Instead to receive product first in warehouse and then ship to customer. We directly deliver products to customer.

For this we require some setup on Item level

-Default vendor.

-enable Direct delivery.

-Default warehouse.

We have to go Product Master Information > products > Release products

Add new product or modify product and update following.

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Now go sales and marketing > All Sales order and create a new Sales order the same Item mentioned in above selection

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After finalize the quantity on same sales order,

click on button direct delivery button.

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select include, if you want to add charges, You need to add include line and add discount if you want add discount and rest of things you can find.

After that click on ok

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Now you need to confirm and deliver the product to customer for this you have to go

Procurement and sourcing > Purchase Orders > Direct Delivery process > Direct delivery

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Click on confirm

And click on Delivery and full product receipt

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If we go to check the Inventory transaction You will find that

For this you have to go

Inventory Management > Inquiries and reports > Transaction

When forms open you can apply filter on item.

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Conclusion.

You can create directly product delivery from Sales order to Purchase order and direct delivery.

TempDB, SrsReportDataProviderPreProcessTempDB And long Running Report Dynamics 365 Finance and operations

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Recently I got interesting issue. I developed the report based on RDP Class. I have to populate temp table. And based on this temp table I have to aggregate some calculation like sum, Average on Group by.

But when I populate another table based on this aggregation. Report starts to go long awaiting state. I dont know the reason. Later I found that I did not give active connection to temp table variables.

I added following line of code in reports and report processing reduce to less then 2 minutes

this.takeOwnershipOfTempTable(_BEGroupWiseSalarySheetTmp);
this.takeOwnershipOfTempTable(_BEBranchWiseSalarySheetTmp);