Format - Microsoft Dynamics
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Transcript of Format - Microsoft Dynamics
Format: 1-hour Teams call
Attendees: Technical resources from customer and
partner teams
AGENDA
AGENDA
• Scenarios and features
• Demo :Phyllis customizes a Free Text Invoice Template
• Simon User Experience
• Demo: Simon adds a field to a Free Text Invoice Template
• Choice of document options
• Simon creates a Word template based on an existing Excel template
• Simon configures e-mailing
• Resources
• Q & A
Most templates are available by October 2019, all by December 2019 Timeline: all available in ER, with
continuous improvements since 7.0 release
available in 10.0.5
available in 10.0.5
-can be done with limitations in 10.0.5, to be fully supported by 10.0.8
http://aka.ms/businessdocumentmanagement
Amount
250.00
Total discount Net amount Sales tax Round-off Currency Total
0.00 250.00 18.13 0.00 USD 268.13
1/31/2017
Company AddressPhone GiroUSA
Fax Tax registration number 1234123400E-mail Our tax exempt number
Enterprise number
Invoice for FTI-00000002Contoso Retail San Diego
Date January 21, 2017456 Peach Road
San Diego, CA 92114
USAYour referenceOur referencePayment Net 10 days
Contact Invoice account US-001Packing duty license numberYour tax exempt number 35-12345Enterprise number
Description Quantity Unit price Print code
Office supplies 1.00 250.00
Sales subtotal
amount Total charges
250.00 0.00
Due date
Invoice
Contoso Entertainment System USA
Simon User Experience:
Electronic Reporting
Configurable Business Documents = ER Data Models & Formats (Simon Experience)
F&O DB Data model Format
BillOfLading • Bill of lading
CertificateOfOrigin • Certificate of origin
Invoice • Commercial invoice • Free text invoice
Data model Format • Customer invoice • Project invoice without billing rules
mapping mapping • Customer retention release • Purchase advance invoice
• Project invoice with billing rules • Sales advance invoice
• User defined project invoice • Vendor invoice
Order• Purchase order \ Purchase order purchase
inquiry• Sales \ Purchase agreement
confirmation
• Sales order confirmation
PackingList • Container contents • Picking list - Order
• Load list • Picking list - Warehouse
• Production pick list • Shipping pick list
Payment • Payment advice - vendor • Payment advice - customer
Quotation • Project quotation • Sales quotation confirmation
• Request for quotation (accept, reject & return)
• Sales quotation
Reconciliation • Customer account statement
Waybill • Sales order packing slip • Load tender
• Purchase order packing slip \ receipts list
• Route
Reminder • Collections letter note • Interest note
Status of templates delivery (October)
Report name Layouts Status
Sales advance invoice SYS, PL Released
Purchase order SYS, CZ, HU Released
Purchase order purchase inquiry SYS, CZ, HU Released
Purchase advance invoice SYS Released
Sales order confirmation SYS, CZ, HU Released
Sales order packing slip SYS, CZ, LT, PL Released
Purchase order packing slip\receipts list SYS, CZ Released
Request for quotation (Accept/Reject/Return) SYS Released
Sales agreement confirmation SYS Released
Purchase agreement confirmation SYS Released
Sales quotation confirmation SYS Released
Vendor Invoice SYS, LT, LV, CZ, HU Released
Vendor Invoice India IN Released
Sales quotation SYS, CZ, HU Released
Customer payment advice SYS Released
Vendor payment advice SYS Released
Free text invoice SYS, PL, LT, LV, FR, TH Released
Interest note SYS Released
Project invoice with billing rules SYS, PL, HU, CZ, LT Released
Collection letter note SYS Released
Customer invoice SYS, EE, LT, HU, LV, CZ, PL, TH, MY, FR Released
Picking list SYS, CZ Released
Project quotation SYS Released
DEMOSimon adds a field to a Free Text Invoice Template
Routing and Distribution
DEMOSimon configures e-mailing
DEMOSimon creates a Word template based on an existing Excel template
https:\\aka.ms\businessdocumentmanagement
Electronic reporting overview
Download Electronic reporting configurations from Lifecycle Services
Manage the Electronic reporting configuration lifecycle
Formula designer in Electronic Reporting
Extending the list of Electronic reporting functions
Electronic reporting destinations
Use an Electronic reporting configuration to provide Power BI with data from Dynamics 365 for Operations
