Tag: ERP
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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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You’ve built your chart of accounts. Now the system needs to know how to use it. That’s exactly what posting groups do — and once you understand how they work, a lot of BC suddenly makes sense. The Problem That Posting Groups Solve You’ve done the work from the last post. You have a clean,…
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A plain-language walkthrough of AP in BC — from setting up your first vendor to running your first payment batch. For the people who actually have to do this work every day. BC vs. F&O: A Quick Word Before We Start If you’ve been reading the F&SCM side of this blog, you already know what…
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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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Your chart of accounts is not just a list of numbers. It is the architecture of every financial conversation your organization will have for as long as this system is live. This One Is Different From Business Central — And That Matters If you read my Business Central COA post, some of this will feel…
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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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You can configure everything else perfectly and still end up with reports you don’t trust if this one piece isn’t designed thoughtfully. Let’s make sure that doesn’t happen to you. “In my controller days, I inherited a chart of accounts that had clearly been added to by multiple people over many years, with no shared…