
Discover how to create and assign vendor and customer number sequences in Dynamics 365 Finance&Operations, configure automated versus manual numbering, and apply them across accounts payable and accounts receivable forms.
Explore configuring number sequences in Dynamics 365 Finance & Operations, including segment configuration, scope options (company vs shared), attaching sequences to references, and handling continuous, stop, and cleanup behaviors.
Explore how account structures determine financial dimensions in journal lines and how to create, activate, and assign structures like sgpc in ledger and maintenance mode.
Define valid dimension combinations with account structures in Dynamics 365 Finance and Operations, controlling department, business unit, and cost center values for ledgers.
Create financial dimension sets in the general ledger by grouping main account, business unit, and department. Calculate balances with these sets to see trial balances by dimension for targeted reporting.
Create a customer master in accounts receivable or sales and marketing by entering name, group, address, and contact details, then save and configure the invoice account and terms of payment.
Learn to add charges in Dynamics 365 Finance and Operations, applying header charges to the entire order and line charges to items. See installation charges on specific lines.
Set up automatic charges for a specific customer or item group in accounts receivable using customer charge groups and item charges groups, and apply them on sales orders.
Important
This is an introduction course on D365 Finance and Operations with a focus on Finance, this is especially for beginners.
Those who are already working on D365 might already aware of these that are being discussed, I recommend to look at the topics covered in this course and enroll only if you think you do not know those topics.
Topics covered:
Creation of Number sequences
Creation of Financial dimensions and Dimension values
Configuring account structures
Defining Valid dimension combinations in Account structures
Creation of Journal names and understanding important parameters
Configuring Journal control and Posting restrictions
Configuring Simple workflows
Understanding different configurations in Workflow
Configuring Vendor posting profiles and Customer posting profiles
Important
This is an introduction course on D365 Finance and Operations with a focus on Finance, this is especially for beginners.
Those who are already working on D365 might already aware of these that are being discussed, I recommend to look at the topics covered in this course and enroll only if you think you do not know those topics.
Topics covered:
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles
Important
This is an introduction course on D365 Finance and Operations with a focus on Finance, this is especially for beginners.
Those who are already working on D365 might already aware of these that are being discussed, I recommend to look at the topics covered in this course and enroll only if you think you do not know those topics.
Topics covered:
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles
· Creation of Number sequences
· Creation of Financial dimensions and Dimension values
· Configuring account structures
· Defining Valid dimension combinations in Account structures
· Creation of Journal names and understanding important parameters
· Configuring Journal control and Posting restrictions
· Configuring Simple workflows
· Understanding different configurations in Workflow
· Configuring Vendor posting profiles and Customer posting profiles