Introduction Batch job retries in Dynamics 365 Finance and Operations can mitigate some errors that can occur at batch job execution, but only for batch jobs that can handle repetitions. For batch jobs that also perform activities outside the database (e.g., send email or call […]
Introduction A Sales quotation is usually sent to the person who requested it. In Dynamics 365 Finance & Operations (D365FO), you select that person as a Contact on the Quotation header. A Contact person can have multiple email addresses, each with a different Purpose. We'll […]
Charges such as freight and handling are often added directly to sales order lines. Although Dynamics 365 Finance includes them in the invoice total, the standard Sales Invoice report doesn't show them separately. As a result, customers cannot see how the total amount was calculated […]
I have always thought that the code always knows if it is running in batch job and can get the batch job context. But it has turned out that it is not so clear 😉. While troubleshooting some problem we have found out that the […]
Typing values over and over? Easy to make mistakes. That’s why lookups make life easier in Dynamics 365 Finance & Operations (D365FO). Instead of typing values manually, users can simply pick from a dropdown, which saves time and prevents mistakes. Out of the box, you […]
The features we build at Docentric are not only about document generation. We also want to make everyday work in Dynamics 365 Finance and Operations easier. This is why we've made some journal improvements. We've added new journal capabilities to the Docentric button group, focused […]
Introduction Emailing Customer-facing reports to Contact persons related to Customer in D365FO is not supported by standard email tokens. In this article you will learn how Docentric Advanced email tokens support this scenario without any customization. Many companies store communication email addresses on Customer Contact […]
If you work with electronic invoices in Germany or across the EU, you may already know ZUGFeRD. This article explains what ZUGFeRD is, what components it requires, and how it relates to UBL, XRechnung, and Factur-X. Learn more about ZUGFeRD and Factur-X compliance >>. Navigating […]
Standard D365FO does not provide out-of-the-box support for the ZUGFeRD format. Starting with Docentric AX v3.5.1, you can generate ZUGFeRD-compliant invoices by using Report attachments functionality and ZUGFeRD ER configurations. In this article, you'll learn how to configure and generate a ZUGFeRD-compliant Invoice in D365FO […]
In our previous article, we showed the full signing flow in action — from printing a PO in D365FO to receiving the signed document back automatically. If you haven’t seen it yet, you can watch the walkthrough and video demo here: 👉 From Print to […]
Tags: Batch, D365FO, Emailing, X++ 