Category: D365 F&SCM
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The right-of-use asset and lease liability model, how D365’s Asset Leasing module handles lease classification, amortization schedule generation, and automated monthly journal creation, discount rate sourcing, lease modifications, and the ongoing governance that keeps the lease portfolio reconciled without a parallel spreadsheet perpetually running alongside the system. The Accounting Model — What ASC 842 and…
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How Microsoft’s continuous delivery model works for D365 F&O, what Finance must review before each release wave deploys, how to test changes affecting financial processes without becoming the bottleneck, and the governance model that keeps automatic updates from becoming unannounced surprises at period close. How Microsoft Delivers Updates — The Two-Wave Model D365 F&O operates…
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The vendor portal and self-service invoicing, purchase agreements vs. trade agreements and how each prices a PO, procurement policies and category hierarchies, consignment inventory and its unique GL treatment, and the three-way match controls that prevent paying for what wasn’t received at a price that wasn’t agreed. Invoice Matching in D365 — The Three Variants…
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Intrastat reporting for EU entities, import/export controls, country of origin and HS code tracking, dual-use item classification, landed cost calculation and duty accruals, free trade agreement eligibility, and the Finance setup that ensures trade compliance costs land in inventory cost rather than in a period-end surprise journal. The Four Trade Compliance Areas D365 GTM Covers…
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Service agreements, service orders, service subscriptions, technician and resource dispatch, service object tracking, the complete GL flow from work order through invoice, and the Finance configuration decisions that determine whether your service business measures margin by agreement, by technician, and by customer — or by none of the above. The Four Components of D365 F&O…
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The three-currency architecture, exchange rate types and where each applies, foreign currency revaluation and what it actually posts, realized versus unrealized gain and loss, the period-close currency controls Finance must own, and what breaks when the rate setup doesn’t match the accounting intent. The Three-Currency Architecture — What D365 Tracks on Every Transaction Every financial…
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Everything this blog has covered, distilled into what Finance most needs to hear in the first week of a BC implementation—from the perspective of someone who has seen every mistake in this series made by smart, capable Finance teams who were given the wrong information or not given enough information at the right moment. Dear…
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Directed put-away and pick, license plate tracking, wave and work management, location directives, the Finance implications of a WMS-enabled warehouse, and the reconciliation controls Finance must own when the warehouse runs on directed work rather than manual transactions. Basic vs. Advanced WMS — The Decision That Changes Everything D365 F&O supports two warehouse management approaches,…
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The Subscription Billing module, contract revenue schedules, ASC 606 / IFRS 15 mechanics, deferred revenue, the GL flow from contract inception through recognition, and the configuration decisions that produce an auditable revenue schedule — or require Finance to maintain a parallel spreadsheet for the next three years. The ASC 606 / IFRS 15 Framework —…
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Expense categories, per diem, expense policies, the full GL flow from report submission to ledger posting, project-coded expenses, corporate card integration, and the approval and audit controls that keep T&E from becoming the line item internal audit always finds something in. The Expense Management Structure — What Finance Owns at Setup The D365 F&O Expense…