Author: Joncarl Luckett

During an implementation, one of the most important steps is importing old GL data. Prior to uploading historical GL balances, you must open those historical periods. Without opening the historical periods, you will not be able to upload any historical balance. In this blog I will illustrate how to effectively and efficiently open and close GL periods and provide some useful tips and tricks to make your data import job,...

Utilizing both 5G and IoT will soon be the global standard for optimizing your ERP solution. Now, you might be asking, what are 5G, IoT and how do they relate to my current ERP system? That’s easy, lets start off with some basic definitions of 5G and IoT.   What is 5G? – 5G is the 5th generation mobile network – the new global wireless standard. While there is not...

Three-way matching in Dynamics 365 for Finance and Operations is a great tool for companies to implement. To ensure that a Supplier Invoice is correct, companies will often use an accounting practice called "Three-way Matching". This refers to the matching of three supplier documents, the Invoice, the Purchase Order and the Product Receipt. By implementing three-way matching in Microsoft Dynamics 365 for Finance and Operations, you will ensure that only...

Microsoft Dynamics 365 for Finance & Operations, also known as D365 F&O, excels for organizations with users who process global transactions across multiple legal entities. To make this easier, Microsoft has introduced the Global Transactions to both the Customer and Vendor pages. In short, this button allows users to view all transactions, company-wide, with the click of a button. Below, I will illustrate how to access the Global Transactions functionality,...