When it comes to setting up multiple companies, stream lining the process can save you time and effort. One effective strategy is to establish a template company or select a source company to replicate from. In this blog post, I won't go through how to use the copy company feature as there are many blogs out there and Microsoft has some good documentation. https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/copy-configuration What I will explain is an issue I faced when using it. I found that the copy number sequence isn't working as expected. It throws an error when used as part of the copy company. Number sequence feature: There are two check boxes for number sequence copy: Copy number sequence - this will add number sequence entities and when run, it will change company references in the staging table before processing to target. Reset to smallest value - this resets the number sequence if it is used back to its smallest value. In most cases b
Microsoft recently released the new Invoice Capture for Dynamics 365 Finance. I ran through installing and configuring it. From that experience, below is my brain dump and hopefully it can help with things that are not so obvious. Three type of invoice captures There are three invoice type paths that can be captured. These drive the screen layout and what kind of information is mandatory. PO invoice Header-only Cost invoice When an invoice comes in, you can select one of the three invoice types. Below are the three screen layouts and differences. PO invoice – Invoices of this type are associated with purchase orders. The purchase order details must be determined on each invoice line. Both the header and the lines must be reviewed in Invoice capture. This will create a pending vendor invoice. Header-only – Invoices of this type are associated with purchase orders. The purchase order field on the invoice header is a mandatory field. If the Automatically create invoice lines feature is