co-authored by Brent Wilson and Joan Bell
Organizations with multiple legal entities or international operations that utilize the same vendors and customers need to be able to view customer/vendor activity across those legal entities. They may need it to confirm customer credit limits or monitor vendor performance.
In Microsoft Dynamics 365 Finance and Operations (D365FO), the new Global transaction list pages on Customers and Vendors now make that possible. The D365FO Global transactions button is located directly below the Transaction button on both the Customer and Vendor forms.
This new list page provides users (based on their security) with the ability to not only see transactions from across the entire organization, but also to be able to drill down into the original transaction. It can be done ALL without the headache of switching Legal entities and finding the Customer/Vendor again.
The list pages also include functions for Accounts receivable and Accounts payable to settle transactions, view collection history, and cancel payments.
This will become a valuable tool for A/R and A/P, particularly for organizations that use the centralized cash processing functionality.
And, of course there are some disclaimers:
Enjoy your new transaction visibility.
Have any questions? Don’t hesitate to contact us at any time.
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