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“ Microsoft Dynamics 365 Finance & Operations: Number sequences; Navigation modules; Payment remittance ”

The major problem that takes a lot of time for any business is managing master data. This is when number sequences come into use to create readable, distinct IDs for master data records and transaction records. A master data record or a transaction record that needs to be identified is a reference.

Before adding further records, you must first establish a number sequence and link it to the reference.

This might sound like gibberish while you explore automatic settlement in d365. Nothing to worry about; let us help you understand the number sequence and how it works; then, you will understand why you need it.

AX – D365FO – number sequences explained

What is the future of Microsoft Dynamics AX in Australia

In Microsoft Dynamics 365 Finance and Operations, numerical sequences are used to consistently and automatically generate and manage unique IDs for various record types throughout the system.

When you create a number series, you must include a scope that specifies which organization will use the number sequence. Shared, Company, Legal entity, or Operating unit are all options for the scope. Legal entity and Company scopes can be used with the fiscal calendar period to provide even more granular number sequences.

Number sequence formats are made up of segments. Number sequences having a scope other than Shared can contain scope-related segments.

So, how to grant access to navigation modules in Dynamics 365 F&O?

Since the elements in the navigation are menu items (displays, outputs, and actions), the navigation objects a user sees in D365FO are directly relevant to the menu items the user is allocated.

Furthermore, keep in mind that Microsoft determines how the navigation is organized based on a user’s access, and the end-user cannot change it. However, as you will see while implementing the functionality, this can occasionally become an issue.

Logs in Dynamics 365: not anymore!

Here, we are not talking about the database logs but the plain logs. Most businesses are now shifting to the actual SaaS model of Finance and operations. It means that you just pay for the services you use. This covers database space as well.

If you go through the Dynamics 365 licensing guide, you will find only 20 GB of base DB capacity, plus extra capacity per each user license. And everything that exceeds that capacity will be billed. So, if you want to be careful, you must eliminate Dynamics 365 finance & operations logs. 

How to add the sender's email address for payment remittance (advice) in D365FO

Except for electronic reporting, there is no convenient option to define the sender’s email address for payment advice reports or any other report printed using print management.

There is a method buildFromEmailAddress() in the standard class (SrsReportRunMailer). This procedure selects the email address of the current user id and uses it as the email address; we want to modify this to the custom parameter. For example, Test@gmail.com

So, probably dynamics 365 payment processing needs your own customization. 

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Bottom Line 

If you are having difficulty understanding the accounts payable module in dynamics 365, DHRP is grateful to be at your assistance. Our experts have in-depth knowledge due to their background and qualifications. You can rely on their expertise to explore more valuable options in d365 for your business. 

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