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Is there a way to filter by Vendor or Customer Number? I'm trying to find a report that shows me for one vendor all the various expense accounts we have hit. So I thought I could do Main account range to only show the P&L accounts and then filter by vendor number. But I cannot find a join in a table to get the vendor number to show as a field.

when we run vendor transaction report, it is not possible to see offset account. for example there is one vendor with whom we purchase raw material, packing material, general maintenance items etc. There is separate main account for all such expense. when we run vendor transaction report there should be one column which shows offset-account so that we get to know type of purchase from particular vendor.

Great video Jolie! thank you for always sharing your knowledge.

Thanks Jolie for taking the time to create this!. As a developer extending an ISV solution with FinTags, I was looking for a video showing how users would import the tags from a file.👍

Where can I enable the automatic match? between invoice and product receipt? Thanks

How were you able to embed the invoice capture fast tabs for Captured Invoices and Received Files?

Hi thank you for sharing. Is there any report we can reconcile production WIP

Hi Jolie, thanks for your sharing. But what if we are using BOM journal? what posting type we should use to recon the GL? thanks

Very informative 😃

Jolie, is there a way to invoice multiple Pos with one received invoiced.

What is the additional app that you use to create the test flow

Were you able to do the Deduction workbench demo? ty

Hi Jolie, can you please tell me how did you embed invoice capture in d365?

Can you do a demo of the Vendor rebate functionality on Sales orders so the rebate would be based on Customer or Customer rebate group + Item with a posting profile setup for one Fixed account Vendor Please include once the provision is posted how to manage processing the rebate once the vendor has issued the credit... what is a good way to manage the trigger of that?

Thank you very much. If you know it how it is done it is so easy. Thank you to share your wisdom at make me know 👋🍀

The process you showed is really smooth ...Thanks for sharing.

I would advise watching in 1.5X speed, as she struggles to get to the point

Good clip

Please post new videos

Hi Jolie- These are great videos. I've been trying to follow along but my Purchase Order field doesn't allow me to input a PO like you did in yours. Instead it says 'Select' and when I do it can't find any POs in my environment. Have you seen this before/know where I went wrong? Thanks

Hello Just wonder if you have had success answering the question below

Are you in the vendor invoice form or in the power app?

These are really helpful videos, thanks for posting. I have an issue when processing invoices - when my imported invoice is in 'pending' i can open the invoice and view 'related documents' At header level, my related PO is blank (hover over PO number to view details) - no PO number or lines. In the Line Details section of the pending invoice Line details > general > PO i can hover over my PO and view number, lines etc. This causes my workflow to fail when submitting the invoice as it is expecting a related PO value. Have you seen anything similar? Thanks

Hi Jolie, thank you for the videos they have been a great help. In the video where you assigned the invoice with errors to yourself where would the user this in D365 and how would they be notified?

Hi. Amazing serie. I was testing this thanks to your videos. When I Transfer an Invoice using the Header Only or PO Invoice Type I get the error message "The vendor invoice was generated with an error.Trading partner record for vendor "VendorNo" does not exists". When I use the Cost Invoice it's Ok. I believe we have to use the Vendor Invoice Journal to post but for some reason doesn't work like you have show. TIA

hi Jolie. Can you provide the link of the video of this Dan where he explains the setup to have the workspace embed as you mentions in the beginning of the video? Thanks a lot for the videos, very helpful.

Very Knowledgeable and very helpful topic.

Thanks you. Looking forward to reviewing this series. We are converting to D365 now and automated ap is definitely high on the list.

I disabled the invoice capture feature and the processes were still there. I assume you are an ADMIN.

Great video. I plan to watch this entire series, as the documentation for the Invoice Capture isn't much. At 11:39 in your video, you show 4 Process Automation background processes but I don't have those. Are these something installed while setting up Invoice Capture? I'm not sure why I don't see these.

Didn't knew it was so simple. We use charge code to add/subtract differential amounts, but I think this is proper way to handle this.

I am using the most current version of BC but it looks different from yours. I can't even find 'Main Accounts' under COA.

Can pictures be added when a maintenance request is created in the Asset management mobile app?

Jolie, great explanation!

Hi, Great content on Intercompany SO PO, i really appreciate. We have a scenario where both the legal entities are within the same location and they require the Sales order packing slip to trigger the product receipt on the other legal entity, which is practical because the same guy ships and recevies the order. I thought of submitting an idea on this requirement, what do you think is it a something other customers are looking for as part of intercompany setup?

17:37 Was this because the calculation type in the rebate deal is "Total?" ALSO - how do we process the provision when the rebate is supposed to be based on the customer's own sales of the product, and not simply what they bought? Tnx!

Thank you for sharing

A handy feature

Great thanks for this valuable video

Thank you :")

Yes, it helped a lot. Thanks for sharing . . .

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Thank you for the amazing content! I learnt a lot from your videos!

Thanks for sharing valuable experience

This is helpful but when i tried to extract this report i was not able to find the adjustment amount included in this report. Only the financial cost and physical cost are included.Do you know why or have you seen any such scenario

Good informative video👍

Hi Jolie, The Financial Tags are now present in the Sales Order and Invoice section, so you can use them from there as of Oct -13- 2023. In Feature management there is a feature: Enable financial tags for sales order invoicing. About the Copy/Paste feature, the first paste only generates the number of lines in the Journal Lines table as you have it in the source excel. Then the second paste serves to populate the naked lines that were created during the first paste. Kindest regards, M

This is the most confusing accounting system I have ever seen. Way too much jumping all over the place just to find basic things. Where are the basic debit& credit distributions???

Very well presented. I am looking forward to a detailed video showcasing all the capabilities of this module with an exhaustive example. Thanks for making this video.

Hi!, thank you so much for this useful information :)... Do you know how can I add View History button on pending vendor invoices?