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Rachel Owens

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Latest activity by Rachel Owens
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    Rachel Owens created an article,

    Use Excel and/or Word for External Documents (PO, SO, Invoice, etc)

    For use with Microsoft Dynamics 365 Finance.    Business users use the Electronic reporting (ER) framework to configure formats for outbound documents in accordance with the legal requirements of v...

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    Rachel Owens created an article,

    Enter Vendor Invoice - Pending Vendor Invoices Screen

    For use with Microsoft Dynamics 365 Finance.    For greatest efficiencies, when you are manually entering vendor invoices, it is best to enter them one by one to the Pending Vendor Invoices screen....

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    Rachel Owens created an article,

    Update Owner for a Financial Dimension

    For use with Microsoft Dynamics 365 Finance (and Operations/SCM).    The purpose of this article is to instruct the user how to update the owner of a financial dimension. There are a couple of plac...

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    Rachel Owens created an article,

    Create Manual Purchase Order

    For use with Microsoft Dynamics 365 Finance and Operations.    There are several ways that a purchase order may be created in the system. There are also several rules and policies that may be in pl...

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    Rachel Owens created an article,

    Receive Purchase Order through PO Screen

    For use with Microsoft Dynamics 365 Finance (and Operations or SCM).    There are several ways to do receiving in D365 Finance/SCM. If you are using ASN's, registering products, or direct receiving...

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    Rachel Owens created an article,

    Confirm a Purchase Order

    For use with Microsoft Dynamics 365 Finance.    The purpose of this article is to instruct the user on how to manually confirm a purchase order in the system.    When you review purchase orders, th...

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    Rachel Owens created an article,

    Purchase Requisitions On Behalf Of and Legal Entities

    For use with Microsoft Dynamics 365 Finance (and Operations/SCM).    This article explains how to grant workers permission to prepare purchase requisitions on behalf of other workers. In other word...

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    Rachel Owens created an article,

    Release Approved Purchase Requisition

    For use with Microsoft Dynamics 365 Finance (and Operations/SCM).   The purpose of this article is to instruct the user how to release approved purchase requisitions. It is important to note that e...

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    Rachel Owens created an article,

    Cancel Purchase Requisition

    For use with Microsoft Dynamics 365 Finance (and Operations/SCM).   The purpose of this article is to instruct the user how to cancel a purchase requisition in the system.   Purchase requisitions c...

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    Rachel Owens created an article,

    Create Project in D365 Finance

    For use with Microsoft Dynamics 365 Finance (and Operations or SCM).    ** Configurations and options for your drop down lists may vary depending on your implementation. The processes outlined refl...