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Microsoft Dynamics 365

Unmarking locked transactions 

When trying to apply a payment to an invoice in Dynamics 365 for Finance and Operations a person with a cross icon is displayed on the Settle transactions form. Typically, you could click on Inquiry> Specifications to see the transaction it is marked against. If this is blank you are not able to unmark the...

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Financial dimensions that contain the same character as used in the chart of accounts delimiter 

In Dynamics 365 Operations (AX7) if a financial dimension contains the same character as the chart of accounts delimiter you may experience some instability. The Chart of Accounts delimiter is set on the general ledger parameters and once this is setup the field is greyed out. (Previously this field was located in the system parameters)...

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Budget Planning using allocations 

In this blog I am going to describe the setup required for automatic allocation examples that can be used within Budget Planning: Distributing budget plan lines from a parent to a child budget plan Copy budget plan lines from one scenario to another using Period Allocation Allocating budget plan lines monthly also using Period Allocation...

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