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Dynamics 365

Samantha Said [MSFT] articles

Samantha Said [MSFT]
1 min read

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.
3 min read

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