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Navigation in D365 F&O

3. Module Patterns, Navigation Elements and Filter and Sorting Features

Hello and welcome to this session. In this session, let's discuss a little bit about the modules. Okay, so if you look into any modules within the application, you'll see that we will have several sections available. If I open Accounts Payable, I see these sections. If I open Accounts Receivable, I will see this section, and they all follow the same kind of patterns. So if you just learn one of the modules and what you can usually expect to have within each module, it helps you understand the rest of the modules as well. Most of the modules have one or several sections about the setup. So whenever you are configuring any modules, there are several sets of setup data that we should set up in the system, and they all exist under the setup section. Also, the parameters that will be configured for each individual module all reside in the setup section. Each module includes a parameter page, which usually starts with the name of the module plus parameters at the end, in which you can set up specific configurations for that particular module based upon your own organization's needs. In general, these parameters control the behaviour of the system and enforce the rules and strategies of how you want to control the processes within your organization. There is also a comment section, which is called "Increase in Reports." As the name implies, this includes all of the relevant reports built into the box that you might need for that particular module. The rest of the sections allow you to define your master data for each individual module or allow you to do your day-to-day tasks. For example, as an account payable, you need tobe able to manage your purchase orders, you needto be able to manage your invoices or payments. So all of those types of tasks that they usually do all exist in the rest of the sections. There are two buttons in here that will help you when you're working with your modules. For example, you can expand all of the pages or collapse all of them—any of them. If they are open and you want to collapseall, you can do it through these two buttons. Usually, when I open any of these sections, like, for example, this one, I just click on "All Vendors." We will be redirected to the listpage of that particular page, right? So in here I'm seeing the list of my vendors. There is a section usually on top of each page that is called the action pane, which usually includes action tabs in which there are several action buttons as well. In the list page, we usually see that all greetings in the system have some common features, such as sorting. If you click on any of the fields that are available in the grid, you can see the results in the grid will be sorted based upon the selected field. In order to sort your data, you should select one field and click on the arrow on the right side of the field name, and then choose the type of sorting that you desire, whether descending or ascending. Let's do a quick test on field name and see the result. First, I'll sort it based on A to Z, which is ascending. So this is the result, and now I switched to Ztwo A, which is descending, and this is the result. There are a few ways to do some filtering on your results that you see within your grid, right? The first one is that on top of each field, if you click on this arrow button here, it shows you the name of the field, and underneath you will see the list of operators available for you by which you can do your filtering. Let's say, for example, that in this particular example I want to search for all names that start with "New" and "apply." So if I want to clear my criteria, I have to click on the field again and then say that it's clear. Then from here, the list gets back to its initial status. Another way is to use the Quick Filter text box. So let's say at this moment I will just type a little information in here, and once I've started typing, that's where the field selector will appear in here because it shows me the available fields on the grid from which I have to select my preferred field. For example, in this moment I will choose "name" so the list gets filtered, and if I want to clear it up, I have to delete it and then press Enter. The last way of doing your filtering is by using the filter pane beside your grid. Okay? If I click on that one, it shows me this section within which I can see some initial fields already added to this filtering available for me so that I can start doing my search. For example, in here, I just see the vendor account, which is this field, and I can do my search. For example, I would say exactly "for example," and it would work similarly if I just did the filtering from here and said "reset." I can also add not only the fields that are available on my grid, but also any fields that are not even available on my grid, but exist behind the scenes for that particular information. So, for instance, in this contract I don't methods of payment" field, but I know that it exists in the vendor account entity. So I click on the "add" button, and I wanted to do filtering on that particular field, and I will add my method of payment field in here. And then, once I want to create my criteria, I will select exactly, for example, that the method of payment that I am looking for is check. Okay? So I'm looking for all of the vendors who have a payment method that equals Check to see that the list is being filtered out for me, and then now I can reset it. If you want to hide it again, you have to press this button here. So if I click on any of these records in here, it takes me to the detail of that particular record that we saw together. This is called the detail page, right? in which there are several tabs. Each tab is called "Fast Tab." If I click, for example, on General, I will see a lot of information that is general, like that there are several fields available here, and also if I click on the Addresses Fast tab, I will see the rest of the information that is related to the addresses. It's important to know that once you open any Detail page, by default you are not able to start typing or editing the record unless you click on the Edit button. Then you're able to start editing the fields that are not read only.As you see here, the payment priority field is read-only, and it does not allow you to change it or even the vendor account. However, I'm able to change the number of employees and organisation number, and the rest of the fields that are editable, once you've made your changes. For example, if I change the organisation number to one, two, or three, don't forget that you have to click on the Save button here to save your changes. At this moment, if you want to get back toyour List page, you can close it from here. The last thing that I would like to show you in this session is about the different views that we can get for each page. Let's say if I go on Modules and I go on Accounts Receivable, I collapse everything in the Customers subsection and then click on All Customers, as we saw. This is the list page that shows me the greet, right? If I go to the Options tab and go to the Page Options, and if I click on the Go to button, you will see the different views of the page that I can have. For example, right now the grid has been highlighted. It means that I am in the greeting view. If I click on "Details," it will take me to the Details page of that record that I've selected. For example, I am currently on the first record for the continent of Europe. I click on Details, and it takes me to the details of that specific row that we just selected. If I go into certain other types of information, which usually have headers and lines similar to sales orders, let's say I am still in accounts receivable. I closed this one out. I open the Orders section, and I click on all Sales Orders. Usually Sales Orders has numbers has customers associatedwith which they have been defined in thesystem as the header information and for example,the product number one, product number 23, theyare usually the lines, right? So that's how it's been captured in the system. Now, if I click on any of these records and return to the options at this level, you can see that I don't have that go to action in here. However, if I click on my record and go to the detail page within that detail page, now if I go to the options and page options, you will see that I have three options available. If I click on the link, it takes me to our original list, where we were, right? And the one that we just selected is already highlighted for us. I closed this out, and this time I will click on the header. So, as you can see, all of the information related to my header is now appearing in here, and you can see that I will have a lot of quick tabs available that are all related to the header information. Now, if I click on the lines, I still have some sales order header fields available in here that contain minimum information from the header, such as, for example, the name or delivery address, the delivery date, and other very minimal information. But I also have my sales order lines that are the lines of this sales order within each grid as a line, and if you click on any record, you usually have another additional piece of information for any individual line that appears in the line details. So these are additional details that are related to this specific record that I've chosen to include here. And if I click on other tabs, similarly, there is more information again in regard to that particular line that has been selected. If I want to see the rest, I will click on them. I'll remove the first one, and my data will get updated based on the second line. Another option to switch between the different views is the two available link buttons at the top of the page. This one is already highlighted; it shows me that I'm in the line view, and if I click on the header, it takes me to the header view. If you want to return to the list page, you must either close this page or go to the options and then click on the Greek under the page options.

4. Advanced Filter and Sort

Hello and welcome to this session. Another powerful feature that exists within each page of the Finance and Operations application is called Advanced Filters, and you can easily find them under the Optionstab and under the Page Options sections. If you click on Advanced Filter or Sort, you'll be redirected to a page that's called Query Builder. Okay. Within this Query Builder, you are able to create complex queries based on your own needs, define your criteria, and perform the filtration on the records. Okay, as you see in this table, what we have is that the first column shows you the name of the table. If in the view that we see in the listgreet there are more than one table involved, you will see the list of all tables, and you can filter based on the fields of those tables. I keep it as a vendor. The other column that is important is the field. So this will list all the fields that exist within this table, from which you can select, and at the last column are the criteria where you can define what the value should be for that particular field. Criteria Field: Always follow certain syntactic rules that you should learn. I will share with you the Microsoft resource for that at the end of this session, and I strongly recommend that you go and review it and try to practise to make sure that you're comfortable with them. Because in the MB-300 exam, there would be one or two questions on this topic. So now let's do a quick test. Let's say if we wanted to exclude a value from the name, I should use the exclamation mark and the value that I would like to exclude from the name. So now the query says to bring the list of vendors whose name does not include York. If I click on okay, all the vendor's names do not have York in them. Okay, I wanted to say that I want to see the vendors whose names start with New. If I click on "Okay," vendors are listed. Now if I want to say that I wantedto have the list of the vendors that theirname starting with, for example, from A to G. Okay, I don't want to see any vendors thattheir name starts the letters from after n't wantFor this scenario, we're going to use this syntax, their name list, and G. Okay, as you see in ABC, D, and F, there are a lot of other types of criteria that I can't cover all of, but I will show you the Microsoft resource for that, which is on the Microsoft site, and it's called Advanced Filtering and Query Syntax. Please make sure that you're reviewing it and practising it well before the exam. The other thing that I wanted to mention is that anytime when you are creating a query, there is a possibility to save your query so that you can reuse it next time. So I'm going to call these vendors from A to G. So if I go to my list, you will see that it's been added to my query list. Okay? Similarly, you can go to the sorting page and define the list of fields based upon which you can sort your result. I've added names in ascending order. I can add it as descending and run my query. You'll see that both filtration and sorting are being applied. I'll go back to my advanced filter sort. If I want to remove any criteria or sorting that I've defined in this query builder, I would say reset. And then all the criteria and sorting that I had set are gone. Now, if I click on okay, I will see the original result that I was seeing before setting any filtration or sorting.

5. Workspaces overview

Hello and welcome to this session. Now let's see what a workspace is in finance and operations. A workspace is a one-stop shop for specific activities. There are several ways space can help drive productivity, as it gives a 360-degree view of activities. There's no need to navigate to multiple lists. You don't need to navigate to different pages to access activities you'd like to do. The most-used ones would be in front of you. In a workspace, you can get the answer to specific questions. Questions such as "Are there urgent cases that need to be addressed?" How difficult will my workload be? Are cases easy or difficult to solve? So in a workspace, you'll see any relevant questions for the subject matter you're looking at. It also provides insight by comparing multiple sources of data. It can be done within a workspace. It provides a big-picture view that might be difficult to achieve when only looking at lists in specific modules. You can also navigate by data through a workspace, which means less time spent filtering to find results. The last, but not least, is direct access to tasks. so tasks can be performed directly from the workspace. So in workspaces, you can access the tasks that are assigned to you, and you can perform them right in the workspace you have access to. So you don't need to switch and go here and there. You can easily perform your tasks directly from your workspace. Now let's talk about the workspaces a little bit. Okay, so workspaces are designed to increaseyour productivity by providing information that answersyour most activity related questions. Here you can store your most frequent tasks. Okay, access to the various workspaces depends on the role that users have in the organization. For instance, if somebody has an Account Receivable role, the Customers Payments workspace will be available to him or her because it includes all the frequent tasks or information about Customers Payments that an AR usually needs or works with. However, if somebody has an Accounts Payable role, vendor payment workspace should be available to him. So in order to navigate toa workspace, we have four ways. The first one is on the dashboard. I can click on any of these tiles. It takes me to the respective workspace. Second, I can click on any of the workspaces available under this navigation pane. Third, I can always search for a page on top of the screen. So if I put, for example, "BankManagement," you have to respect the space. I think it searches the whole environment and lists all of the pages where their name includes bank or management. Okay, so as you see here, this is the one that I was looking for. So Cash and Bank Management Workspaces I can click it from here. The fourth is that if you look into any modules that we have within the system, let's say for example, Accounts Payable and Accounts Receivable, you will see that there is always a section called Workspace, and if you open it up, you will see the list of workspaces that are particularly related to that specific model. If I go to Accounts Payable similarly, I will adjust the workspaces that belong to Accounts accounts payable.Let's take a look at the Customers Payment Workspace as an example and learn about the various sections within a workspace. So now let's go together to the workspaces and open the Customer Payment Workspace in here. Okay, so this is the workspace that yousee As you can see here, usually a workspace contains three sections: summary, filter, and links. Okay, a summary section is usually a set of tiles that you can click to begin new tasks. For example, in here you can record customer payments. A new customer payment with this plus shows that they can access a list of items. For example, in this particular one, you can access all customers; you can see the customers that are on hold or any other day-to-day tasks that you do need to access to.The Filter section contains a set of relevant lists for the activity. For example, we already have some based filtering in this workspace. For example, you will have invoices past due and payments that are not settled, and you will also have more flexible filtering and can find your transactions here. So if I go back for example in the invoicespast due you can have a further filteration on topof the results that you see in here. So you can even apply another filter on top of the filtered data. For instance within the invoices past due I wouldlike to find invoices for a specific customer. That's where I filter the current mood based on that particular customer. For example, Pero Retail is one of the customers for whom I would like to go see their transactions and see all the relevant information. So I will put, for example, Sparrow in here, and as you see, it filters it out. The other cool feature is that once you filter it, you can click on the record and it takes you to the original record that exists in the system, and from there you can even take some actions towards that record and do your modifications for your needs. The final section is Links. Okay, this section lists reports that are relevant to the topic that we are looking at. For example, this is mainly for customer payments sowe might need to access the customer ageing reportfor creating collection and the rest of the links. So there is another type of workspace. For example, if you look in here between the filter and the links, you might also have some graphs or KPIs being shown to you or KPIs.For example, in this particular one I've chosen Bank Management and Bank Account USMF Opera, and the graph shows me the results.

Organization setup in D365 F&O

1. Organization Setup in D365 F&O

Hello and welcome to this session. So for this session, we're going to learn how to set up an organisation with an FNL project. So let's see what the plan is. We first looked to learn about legal entities. We'll learn what a legal entity is within FNO and how we can define it. And then we'll learn how to create a brand new legal entity within the system together. Then we'll learn about the concept of sequence number within FN. We will see what exactly a sequence number is, what its role is, and how it's going to be used within the system. And then we will learn how to generate request numbers for a legal entity within the system. We're going to do it together. The last part that within this module we'regoing to look at is global address book. We'll learn what the global address book means within FNL. And then at the end of the module, we'll learn how to create a new party and global address. Are you excited to learn about these topics? Then let's get started.

2. Create a brand new legal entity

Hello and welcome to this session. Let's discuss the creation of a legal entity and prepare for financial management, which is usually the first phase of ERP implementations. A legal entity is commonly referred to as the company's organisation branches. They are all used interchangeably. Now let's see how we can create a new legal entity. So we're going to go to the modules. On the modules, we're going to select the organisation administration, and on the organisation administration, we'll go to the organisations section, and we'll choose legal entities. These are the available companies or branches within the Contoso company or organization. What we want to do here is create a new legal entity. Simply, we can click on the new button on top, and we will provide the name and the code for our company. And also, we'll define the country and region. The name that you're giving in here can be changed in the future, but company code will not be editable anymore. So I'll give the name of Demo Company to our legal entity, and I will call it Demo for the country. I will use one of the existing ones. You can pick it from the list. So I wanted to give the Canadian country to this legal entity. So now there you go. Our new legal entity has been created, and as you might notice, it's been added to the list of legal entities that appear on top of our page. Within the Legal Entity page, there are several fast tabs available for configuring your company. You can provide the addresses; you can provide contact information; statutory reporting; specific fields; registration numbers; and so on and so forth. even the tax 1099 for US-related legal entities and many others. Right, you can provide all of those fields information. However, there are a few fields that I would like to highlight. One of them is localized. Functionality, region. The benefit of having this field defined is that within the whole system, any place where it requires some Canadian regulations to be applied, the system will automatically apply those regulations. The other information that I would like to refer to is about registration numbers. Some countries, such as Canada, Japan, Brazil, Russia, Norway, the UK, Mexico, France, Italy, and Iceland, have some specific regulations for electronic reporting that each company within those countries should follow and respect. Some of this information is captured in the Registration Number Five tab, and various fields must be filled out based upon the country in which the company resides. So for example, if the Company's countriesCanada registration number, software identification code, GSTand HSD account Identifier should be provided. And if it's the UK, the Accounts Office reference number should be provided. The next setting that you can set for your legal entity is changing your dashboard image. OK, let's modify the dashboard image for my painting Legal Entity. As you see, I'm going to choose the banner image type, I'll click on Change, and then I can pick the file that I would like to appear on my dashboard. Click on "Open." The file is uploaded now, so save it now I'll close my legal entity and then switch to this PntB entity. And as you see, my dashboard image is updated.

3. What is a Sequence Number in F&O

Hello and welcome to this session. In this session, I'm going to focus on all the topics that are mainly part of the exam questions for the MB 300 exam. So please make sure that for the exam you are fully comfortable with the topic, everything is totally clear, and you're able to answer the questions. Before setting up the sequence numbers for our new legal entity, let's first see what a sequence number is and how it'll be used. So in general, number sequences in finance and operations apps are used to generate readable, unique identifiers for master data records and transaction records that require identifiers, such as customers, vendors, sales orders, purchase orders, or any other transactions within the system. Each module-specific parameter page has a reference to the sequence number that is defined for that specific module. When you set up a number sequence, you must specify a scope, which defines which organisation uses the number sequence. By default, there are certain scopes available, such as shared, which means a single-number sequence is used for all organisations and is available only for some references. Okay? Legal entity: a separate number sequence is used for each legal entity. Number sequence formats consist of segments. Number sequences with a scope other than shared can contain segments that correspond to the scope. For example, a number sequence with the scope "legal entity" can contain a legal entity segment by including a scope statement in the number sequence format. You can identify the scope of a record by looking at its number. Like USMF. One shows this number belongs to a USMF legal entity. Number sequence formats also contain constant segments. A constant segment contains a set of letters, numbers, or symbols that does not change. And the last segment is an alphanumeric segment, which contains a set of letters or numbers that increment every time a number is used. For instance, if you want to represent incrementing numbers, you should use a number sign, and if you want to represent incrementing letters, you should use an amper signed.For example, here we have a format, okay? So in this sequence number, as it shows, we have the scope of "Company," which is a legal entity in here, and the value is "USBC," which is the code of a legal entity. We also have Constant, which it shows. Ven is the perfect name for vendors, and we have alphanumeric, which is like a number sign, which means that the number sequences that get generated will have six digits at the end of the format. So this is the final format, but incrementally, we will have US PC one, two, and so on and so forth. Number sequences can be continuous or non continuous.A continuous number does not contain any numbers, but numbers may not be used sequentially, okay? However, numbers from a non-continuous number sequence are used sequentially, but the number sequence can skip numbers. For instance, in this example, we see that we have two sales orders, one and two. OK, two are canceled. So if the method of our sequence number is continuous, since we should not skip any number, the next number will remain two. However, if we've configured our sequence number to be non-continuous, the next number would be if there are no specific requirements within your organization. It's not recommended to use continuous number sequences because it has a significant impact on performance. Continuous number sequences are typically required for external documents such as purchase orders, sales orders, and invoices. However, continuous number sequences can adversely affect system response times because the system must request an integer from a database every time a new document or record is created. If you use a non-continuous number sequence, you can enable pre-allocation on the Number Sequences page's Performance Fast tab. When you specify a quantity of numbers to pre-allocate, the system selects those numbers and stores them in memory. New numbers are requested from the database only after the pre-allocated quantity has been used. Let's discuss the cleanup of number sequences The Finance and Operations app cannot recycle numbers automatically for continuous number sequences in the event of a power outage or other unexpected failure. You can run the cleanup process manually to recover the lost numbers. Now that we've learned a few basics about number sequences, let's put them into practise in our next session.

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