Have you lost a data entity? How careless!

I was working in a new environment recently and realised I couldn’t find a specific data entity that I needed. I knew it existed, so where was it? I checked under Data entities in the Data management workspace, and it was still nowhere to be seen: Then I remembered a valuable function that all D365 …

Unlocking the Secrets of D365 F&O: System Table Browser

Here it is – the System Table Browser! What is it and why should you care? Read on! Now, let’s be clear, if you’ve been specialised in D365 F&O for more than ~12 months, you already know this (I would hope), but bizarrely, this powerful feature is tucked away in the documentation, so seems to …

All together now… working across multiple companies

The post last week about posting Global general journals from one entity was part of a wider thought process for a client relating to working across regions (i.e. groups of legal entities) and globally (all legal entities in an environment). Take an example, whereby a user needs to create a new fixed asset, one for …

Dimensions and tags: how do I choose between them?

Since the long-awaited and welcome release of financial tags in 10.0.32, and ongoing improvements, the new omnipresent question that now appears on every project is: should we use a financial dimension or a financial tag?

For this post, I’ve made an infographic and a streamlined version of the comparison table. Please feel free to use them to help your decision-making process, but always refer to wider documentation and your Microsoft partner/contract experts for guidance.

One at a time… batch posting journals across entities?

Imagine having hundreds of journal lines to import that need posting across multiple legal entities. Now imagine having to log into each legal entity one-by-one, to post the journal lines for each entity.

Clearly that is unacceptable for anything over a couple of lines and/or legal entities!

Until relatively recently, it was only possible to create a Global general journal, i.e. a General journal for another legal entity, within the current/active legal entity.

A relatively new piece of functionality now allows you to post Global general journals in batch.