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Typically, each company has some routine transactions (i.e. purchases) for which the operationist’s decision is enough and those that require additional approval from the management. For example, you may need to control sales orders for specific customers or purchases for amounts higher than 10000 EUR. An easy-to-set-up functionality in MSDYN365BC allows automating of the approval process, which can put on hold a transaction before needed approver(s) have had it reviewed and accepted. In this article, we will show you how to set up approvals in MSDYN365BC for a purchase order document and explain what the available setup options mean.
Good planning defines business success. However, when a planning gap occurs, the ability to utilize available substitute resources can become a safeguard against unwanted financial and reputation losses, especially if sales orders have been created and confirmed by the customers. In this article, we will discuss a business case in which a company needs to transfer quantities from one item to another substitute item, and how to avoid the pitfalls that come with this process, such as when item tracking and directed put-away and pick locations are used.
Making mistakes is a normal occurrence, especially in the circumstances of rush when the user may post documents with an incorrect date, quantity, item, etc. What is important is that once a mistake has been done, the user knows how to correct it without spending too much time, effort, nerves and doubts on it. In this article, we will perform a step-by-step process of undoing an incorrect registered warehouse pick for the goods.
Multiple subsidiaries or divisions tend to conduct many transactions between each other. At some point, the parent company performs a consolidation of all general ledgers and faces the need to eliminate the intercompany flows in order to avoid inflation of the receivables and payables accounts. This is the point at which it may turn out that tracking intercompany document mismatches down is way too time-consuming.