Finance & SCM
Finance
33 guides on finance in Finance & SCM.
33 guides · Last updated 2026-09-06
- 1099 reporting for US in Dynamics 365 FinanceHow F&O handles US 1099 reporting — vendor classification, 1099 boxes, year-end generation, e-filing, and the recipient-copy distribution.Updated 2026-08-25
- Allocations and allocation rules in Dynamics 365 FinanceHow F&O allocates costs and revenue across dimensions — ledger allocation rules, basis sources, percentage methods, and the periodic allocation cadence.Updated 2026-08-25
- AP automation and OCR in Dynamics 365 FinanceHow invoice automation works in F&O — vendor invoice journal, OCR extraction, three-way matching, approval workflow, and the partner ecosystem.Updated 2026-08-25
- Asset Management in Dynamics 365 Supply ChainHow Dynamics 365 SCM's Asset Management module handles maintenance — work orders, preventive maintenance, condition monitoring, and the role of IoT.Updated 2026-08-25
- Budget control in Dynamics 365 FinanceHow F&O's budget control enforces budgets at transaction posting — budget control rules, document overrides, the BC vs budgeting distinction.Updated 2026-08-25
- Budget planning in Dynamics 365 FinanceHow F&O's budget planning module orchestrates the annual budget cycle — budget plans, scenarios, stages, workflow, and the integration with Excel and Power BI.Updated 2026-08-25
- Cash flow forecasting in Dynamics 365 FinanceHow F&O forecasts cash flow — cash flow forecast configuration, dependent transactions, scenario modelling, and the rhythm of weekly cash management.Updated 2026-05-01
- Consolidations in Dynamics 365 FinanceHow F&O handles financial consolidation across legal entities — consolidation companies, methods, elimination rules, currency translation.Updated 2026-05-01
- Credit and collections management in Dynamics 365 FinanceHow F&O's Credit and Collections module handles customer credit risk, dunning, payment-promise tracking, and collections workflow.Updated 2026-05-01
- Dynamics 365 Finance environments and Lifecycle ServicesHow environments work in Dynamics 365 Finance and Supply Chain — Tier 1 through Tier 5, the role of Lifecycle Services, and the move to managed environments.Updated 2026-08-31
- Financial dimensions in Dynamics 365 FinanceHow financial dimensions work in Dynamics 365 Finance — global dimensions, account structures, default dimensions.Updated 2026-05-01
- Fiscal calendar setup in Dynamics 365 FinanceHow fiscal calendars are configured in F&O — periods, years, multiple calendars per ledger, and the implications for posting, closing, and reporting.Updated 2026-06-22
- Fixed assets in Dynamics 365 Finance and OperationsHow F&O handles fixed assets — books, depreciation profiles, acquisitions, disposals, and the integration with project, purchase, and tax accounting.Updated 2026-05-01
- General journal entry workflow in Dynamics 365 FinanceHow a general journal is captured, validated, approved, and posted in F&O — daily journals, voucher numbers, line types, financial dimensions.Updated 2026-05-01
- IFRS 16 lease accounting in Dynamics 365 FinanceHow F&O handles IFRS 16 / ASC 842 lease accounting — right-of-use assets, lease liabilities, amortisation, and the integration with general ledger.Updated 2026-05-01
- Intrastat reporting in Dynamics 365 FinanceHow F&O handles EU Intrastat reporting — the statistical declaration of intra-community trade, configuration, exception handling, and country variations.Updated 2026-05-01
- Legal entity setup in Dynamics 365 FinanceHow to configure legal entities in F&O — corporate identity, country localisation, GL setup, posting profiles, dimension structure.Updated 2026-06-24
- Number sequences in Dynamics 365 Finance and SCMHow number sequences work in Dynamics 365 Finance and SCM — scope, continuous vs non-continuous, manual override, and statutory gap-free requirements.Updated 2026-05-01
- Organisation hierarchies in Dynamics 365 Finance and SCMHow organisation hierarchies work in Dynamics 365 Finance and SCM — legal entities, operating units, departments, and the security and reporting they enable.Updated 2026-05-01
- Parallel currencies in Dynamics 365 FinanceHow Dynamics 365 Finance handles parallel reporting currencies — accounting currency, reporting currency, and tax currency, with the consolidation implications.Updated 2026-05-01
- Periodic processes in Dynamics 365 Finance and SCMThe recurring routines that drive month-end, year-end, and ongoing operations in F&O — period close, posting flushes.Updated 2026-05-01
- Positive pay files in Dynamics 365 FinanceHow F&O generates positive pay files for bank fraud prevention — file formats, daily transmission, reconciliation, and the typical bank-specific variations.Updated 2026-05-01
- Posting profiles in Dynamics 365 FinanceThe posting-profile mechanism in Dynamics 365 Finance — how transactions translate into GL entries, and why getting them right matters.Updated 2026-05-01
- Reporting tools in Dynamics 365 FinanceThe reporting stack in Dynamics 365 Finance — Financial Reporting, electronic reporting, Power BI, and where each one fits.Updated 2026-05-01
- Sales tax setup in Dynamics 365 FinanceHow to configure US-style sales tax in F&O — tax authorities, tax codes, tax groups, item tax groups, and the integration with Avalara / Vertex.Updated 2026-09-06
- Subscription billing in Dynamics 365 FinanceMicrosoft's Subscription Billing module — recurring contracts, revenue recognition, billing schedules, and where it fits in the F&O stack.Updated 2026-05-01
- The Cash Management module in Dynamics 365 FinanceHow F&O's Cash Management handles cash positions, bank reconciliation, payment processing, and cash flow forecasting at enterprise scale.Updated 2026-06-14
- The Cost Accounting module in Dynamics 365 FinanceHow Cost Accounting differs from financial accounting in F&O — cost objects, allocation hierarchies, statistical dimensions, and management reporting.Updated 2026-05-01
- The Dynamics 365 Finance and SCM security modelHow role-based security works in Dynamics 365 Finance and SCM — duties, privileges, roles, segregation of duties, and extensible data security.Updated 2026-05-01
- The Dynamics 365 Finance tax engineHow tax calculation works in Dynamics 365 Finance — tax codes, tax groups, item tax groups, the Globalization tax service, and country-specific localizations.Updated 2026-05-01
- Withholding tax in Dynamics 365 FinanceHow F&O handles withholding tax — vendor and customer-side configurations, country variations, and the integration with payments and reporting.Updated 2026-05-01
- Workflow in Dynamics 365 FinanceThe workflow engine in Dynamics 365 Finance and SCM — designers, conditions, assignment, escalations, and Power Automate alternatives.Updated 2026-05-01
- Year-end close in Dynamics 365 FinanceHow year-end close works in F&O — fiscal year closure, opening transactions, depreciation reset, ledger settlements, and the year-end ritual.Updated 2026-05-01