Setting Default Sites and Warehouse for Sales, Purchasing and Inventory in Dynamics 365 for Finance and Operations

Setting Default Sites and Warehouse for Sales, Purchasing and Inventory in Dynamics 365 for Finance and Operations

If you are new to Dynamics 365 for Finance and Operations (Operations), there are several small setup changes that will make your inventory related transaction entry easier if you can find where to set them up. One of these is the setup for default sites and warehouses.

Working with Management Reporter in Dynamics GP vs. Dynamics 365 for Finance and Operations

Working with Management Reporter in Dynamics GP vs. Dynamics 365 for Finance and Operations

With Microsoft launching its newest Dynamics ERP system, Dynamics 365 for Finance and Operations, many of you may be wondering what financial statement application they will be using on the backend. The good news for those looking to switch from Dynamics GP to Dynamics 365 for Finance and Operations is that Operations will also be using Management Reporter (MR). For those who are familiar with designing reports in MR, the core functionality is exactly same, but there are some things that have changed. At first glance of MR in Operations, you will not see any differences from the MR you are used to. As you begin to dive deep into the settings and options you will begin to see some subtle differences.

Settling Sales Tax in Dynamics 365 for Finance and Operations

Settling Sales Tax in Dynamics 365 for Finance and Operations

At the end of the month you not only need to be able to calculate the sales tax due to each state in which you have jurisdiction, but you also need to enter an invoice and/or payment for the transaction. In Dynamics 365 for Finance and Operations, you can do both in one process by settling your sales tax.

Purchase Order Controls in Dynamics GP vs. Dynamics 365 for Operations

Purchase Order Controls in Dynamics GP vs. Dynamics 365 for Operations

There are some key differences to be aware of in the Purchase Order statuses and controls between Dynamics GP and Dynamics 365 for Operations.