RFQ – Vendor Search
In an early post we have a look at the vendor auto add. If category is too narrow to search or you want a shorter list of vendors then you can […]
Monthly Archives: February 2017
RFQ Journal
You are entering RFQ’s it helps to understand a little behind what is created. From the initial list page you create an RFQ case. The case acts as a container […]
RFQ – Auto-add vendors to the lines
If you are doing a lot of RFQ’s to a common set of vendors then you might want to use the auto-add function. This works based on the category that […]
Types of balance sheet accounts – assets
In a previous post we had a look at the concept of a financial statement called a balance sheet. In this post we’ll examine the types of accounts that we’ll […]
RFQ expiration date – days offset
If you are setting up request for quotes it helps to go through the parameters to see if they can help save you some time updating fields. One is the […]
Dynamics 365 for Operations TechConference 2017
The TechConference is coming up in the middle of March. You can read more about it here http://www.d365tech.com March 12-15, 2017 in Seattle. Good place to get updated on latest […]
View purchase order versions
In a previous post we had a look at the change control workflow on a purchase order. If you don’t want the formal workflow but just wanted to see what […]
How is the list of main accounts in budget control configuration determined
If you are looking to setup budget control then you might want to consider the type of accounts that you can use it to track. This is limited to accounts […]
OrganicAX 