In Dynamics 365 Finance and Operations (D365 FO), when a user approves a workflow, the system display the comment as a “bulk action” due which reason is it happening? Can you explain?
In Dynamics 365 Finance and Operations (D365 FO), the “bulk action” comment appears when users approve multiple workflow items simultaneously or when approvals are processed via a batch job. This happens because the system treats grouped approvals as a single action and applies a default comment if no specific comment is provided. It can also occur if the workflow configuration doesn’t enforce mandatory comments during approval. To resolve this, configure the workflow to require comments for each approval, avoid bulk approvals where detailed tracking is needed, or review batch job settings for proper logging
Hi, You can refer to this link for a free demo environment of F&O. learn.microsoft.com/en-us/training/modules/explore-reporting-tools-finance-operations/05-lab.
Clean up purchase update history" in D365 F&O likely refers to a feature that removes older, less relevant update records from purchase orders. This helps optimize database performance, reduce clutter in the user interface, and adhere to data retention policies. However, it's important to balance clean-up with the need to retain enough history for compliance, auditing, reporting, and analysis purposes.
Sir my doubt is how to post approved purchase order in general ledger and general journal? Please 🙏 tell also same with sales order And check both in trial balance?
Thank you so much for this valuable sessions
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In Dynamics 365 Finance and Operations (D365 FO), when a user approves a workflow, the system display the comment as a “bulk action” due which reason is it happening? Can you explain?
In Dynamics 365 Finance and Operations (D365 FO), the “bulk action” comment appears when users approve multiple workflow items simultaneously or when approvals are processed via a batch job. This happens because the system treats grouped approvals as a single action and applies a default comment if no specific comment is provided. It can also occur if the workflow configuration doesn’t enforce mandatory comments during approval. To resolve this, configure the workflow to require comments for each approval, avoid bulk approvals where detailed tracking is needed, or review batch job settings for proper logging
I am new to D365 and following your videos. Where can I get access to D365 FO trail environment?
Hi, You can refer to this link for a free demo environment of F&O. learn.microsoft.com/en-us/training/modules/explore-reporting-tools-finance-operations/05-lab.
Hello are you providing any support or training..?
Yes, we provide support and customized training based on the requirements.
Could you please let me know what this Clean up purchase update history will do in Purchase orders
Clean up purchase update history" in D365 F&O likely refers to a feature that removes older, less relevant update records from purchase orders. This helps optimize database performance, reduce clutter in the user interface, and adhere to data retention policies. However, it's important to balance clean-up with the need to retain enough history for compliance, auditing, reporting, and analysis purposes.
Thank you so much
Could you please let me know the process how to do it
@@D365FINANCEANDOPERATIONS could you please post a video on this clean-up purchase update history functionality.
Sir my doubt is how to post approved purchase order in general ledger and general journal? Please 🙏 tell also same with sales order
And check both in trial balance?
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