Waris Khan

Subcontracting in Dynamics 365 for Finance and Operations – Part 1: BOMs Subcontracting is a practice that is often used in manufacturing for cost purposes, load balancing of resources, or due to outside resources having special equipment or expertise. Regardless of the reason, there is a business impact as it relates to scheduling, inventory, costing, and the production process. So, how is this effort managed in  Dynamics 365 for Finance and Operations  (D365FO)? It can be a complicated process, but the setup and effort will be well worth your investment of time as you begin to see the true cost value of subcontracting. Subcontracting and BOM setup In this first blog post in this series on subcontracting, we will focus on BOM and Formula setup. For simplicity, all setup in these examples will be referred to as BOM setups. Some of the applicable use case scenarios for subcontracting within Dynamics 365 for Finance and Operations might include: Plastics  – a plastic sheet ...

  Bill of Materials as Kits in Dynamics 365 for Finance & Operations I often find myself in situations where my clients purchase/inventory/build some types of kits in  AX / Dynamics 365 for Finance & Operations . The scenarios could include purchasing the components and building them into a kit that they will then sell, or purchasing a kit that they disassemble and sell the components. Most of these clients are not in the retail industry, for which  Microsoft Dynamics AX  offers a kitting functionality. For those who are not using the retail module, the easiest way to handle this in  Dynamics 365 for Finance & Operations  is with the use of the bill of materials (BOM) and the bill of material journal. A very useful functionality here is the ‘Explode BOM’ on both the sales order (SO) and the purchase order (PO) lines. This little trick is often forgotten about, however it can be very useful in a number of situations. This blog post describes how ...

  Hello readers, This is the third post in the series for trade agreements, and in this, I am going to explain some utility functions which are very useful when dealing with trade agreements. These are used effectively to create error-free trade agreements in less time which will ease the burden on end-users. Before we use these utilities, it is important to know the setups and creation of trade agreements in D365 F&O. Refer to previous posts to get more information on trade agreements setups and creation: Trade agreements (Price/ discount agreement) in Dynamics 365 for Finance and Operations - Setup  Trade agreements (Price/ discount agreement) in D365 F&O - Creation and its Usage   These utility functions are available in trade agreement journal lines. Go to trade agreement lines to explore more about these utility functions: A.  Edit trade agreement It is possible to edit the posted trade agreements. It is required at case prices or discounts are changed o...