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Think of Dynamics 365 Finance with financial tags in budgeting as your personal finance tracker, but for your business. It's a game-changer, and here's why:

  1. Simplicity: Using the same tags for budgeting and actual expenses is like using the same organizing system in every room of your house. It keeps things straightforward and easy to compare.
  2. Smarter Choices: With these tags, you have a clear picture of where every dollar goes, just like checking a shopping receipt. This clarity helps in making informed decisions about where to cut costs or invest more.
  3. Easy Reporting: Imagine making a report with all the information neatly labeled. That's what these tags do for budget reports. It saves time and reduces errors.
  4. Budget Control: It's like a fitness tracker for your company's finances. You can quickly see if you're on track with your spending goals and adjust as needed.
  5. Compliance Made Easy: Using consistent tags helps in following financial rules and simplifies auditing, much like following a recipe ensures a good meal.
  6. Customization: Like choosing the right apps for your phone, flexible tagging lets you tailor your financial tracking to your company’s needs.

In short, financial tags in Dynamics 365’s budgeting module make financial management more efficient, transparent, and adaptable. It's a straightforward yet powerful tool for any business.

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I've just discovered that in the Contract Line Selection list you can clear the ship-to filter by right clicking Shiop-to Code on the header - this than allows multiple ship-to's to be added to the contract.



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When using multiple Tax registrations, no country is supposed to be set to domestic. Thewrefore it is critical to be able to choose e.g. EU in the region, but exclude the country for the tax registration being set up. Furthermore, EU is not enough as a filter for finding VAT, since sou might have e.g. both customers who are tax registzrated and customers who are not. Therefore it is important to be able ti filter on e.g. Not empty !"", or to filter on all registrations (or VAT Id's) Not German (!DE*).


Thanks in appreciation

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@Sandra Navarro,


Any update on this requirements. I see it is under review, will it be included in the roadmap for the Belgian Localisation.


Best Regards,


Bart

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definitely great idea and it's out of the box functionality within our biggest survey tool competitor

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Great idea! That would be very useful in daily business!

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Hi,


Does this also covers ending production orders?



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The trick with ";" doesn't work in each field. For example "order address" validates only for a single mail address. So the beahviour for mail addresses really should be overworked or aligned.

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The bigger issue is that there are no Inventory journal amounts. This needs to be a line level amount because there could be positives and negatives that net to zero but still have a significant financial impact.

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+1 for this idea. I'm paying my partner to develop this, which is ridiculous.


The functionality exists for sales orders and the logic cannot be that much different for purchase orders. I suspect this feature could be implemented in minutes if the BC dev team chose to do so.

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