Tag: D365 F&O
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Asset books, depreciation methods, acquisition and disposal accounting, mid-year conventions, and the configuration decisions that determine whether your fixed asset register and your general ledger agree at year end — and why they so often don’t. Why Fixed Assets Is More Complex Than It Looks On the surface, fixed assets seems like a straightforward module:…
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Purchase requisitions, purchase orders, vendor management, trade agreements, and budget control — the upstream discipline that determines whether your AP team is managing commitments or just cleaning up after them. The Fundamental Shift: Commitment Accounting vs. Cash Accounting Before we get into the specific features, let’s establish the mindset that Procurement and Sourcing is built…
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Bank account setup, electronic payments, bank reconciliation, the cash flow forecast, and the configuration decisions that determine whether treasury is a five-minute daily review or a full-time investigation. What Cash and Bank Management Actually Covers Let’s establish the scope. Cash and Bank Management in D365 F&O is the module responsible for: The bank account master records —…
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Costing methods, posting groups, period close, and why “the inventory didn’t reconcile” is almost always a configuration conversation — not a data entry problem. Why Inventory Accounting Is Genuinely Different Every other module we’ve covered in this series is primarily a Finance module. AP is run by Finance. AR is run by Finance. General Ledger,…
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Most organizations use about twenty percent of what D365 F&O’s collections module can actually do. Here’s what the other eighty percent looks like — and why it matters for your DSO, your audit, and your team’s sanity. Why Collections Management Gets Underimplemented Before we get into the how, I want to spend a moment on…
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The full customer-to-cash lifecycle — what happens, why it happens that way, and how to set it up so your AR team can actually do their job without fighting the system every day. AP vs. AR: Same Logic, Different Stakes If you read the AP post in this series, a lot of what you’re about…
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You never see them working. But when they’re wrong, you absolutely know it. Here’s what posting profiles actually are, why they matter, and how to get them right. Let’s Start With the Big Question: What Is a Posting Profile? When you post a transaction in D365 Finance — a vendor invoice, a customer payment, an…
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More than any other configuration choice you’ll make, your financial dimension structure shapes what your system can tell you for years to come. Let’s get it right the first time. “If I had a dollar for every time I’ve been called into a post-go-live conversation that starts with ‘our reports don’t look the way we…
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Enterprise ERP is a big move. Here’s everything you wish someone had told you before you signed the contract. “There’s a reason people joke that D365 Finance & Supply Chain implementations are like remodeling a house while you’re still living in it. There’s truth in that. But here’s what nobody says next: done well, the…