Dynamics Companions
Waterdeep Trading Company Project Diary
BARE BONES CONFIGURATION GUIDES
WATERDEEP TRADING COMPANY PROJECT DIARY
MODULE 1: Adding Fiscal Calendar Years
TABLE OF CONTENTS Updating the Fiscal Calendar ....................................................................4 Adding a new year to the Fiscal Calendar .................................................5 Opening the Fiscal Calendar maintenance form .......................................6 Adding a new year to the Fiscal Calendar .................................................9
MODULE 3.1 Adding Fiscal Calendar Years Unfortunately the calendars that were set up within our system are a little out of date and don’t have the current fiscal year for 1495 DR - The Year of the Tyrant's Pawn (2019 EY) set up within the fiscal calendar. So we need to update our Fiscal Calendars a little.
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 3.1: Adding Fiscal Calendar Years
Preface I have been reviving an old project that started a while ago and has started up a new project blog to track the progress. Being a lifelong fan of Dungeons & Dragons, with the unfortunate problem that I cannot find anyone to play with I have decided to create a test implementation Dynamics 365 in the AD&D format just to see how it would work and if I can find some creative ways to use Dynamics 365 and chose to implement the Waterdeep Trading Company as an example where I can track their many legal (and not so legal) entities within FaerĂťn.
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 3.1: Adding Fiscal Calendar Years
Introduction Unfortunately the calendars that were set up within our system are a little out of date and don’t have the current fiscal year for 1495 DR - The Year of the Tyrant's Pawn (2019 EY) set up within the fiscal calendar. So we need to update our Fiscal Calendars a little.
Topics Covered •
Updating the Fiscal Calendar
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 3.1: Adding Fiscal Calendar Years
Updating the Fiscal Calendar The Fiscal calendars within Dynamics 365 track all of the financial periods and dates associated with the accounting system. This is where we can make changes to the calendars, the periods, and also close periods if we want to.
Topics Covered •
Adding a new year to the Fiscal Calendar
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 3.1: Adding Fiscal Calendar Years
Adding a new year to the Fiscal Calendar Right now we will want to access the Fiscal Calendars so that we can add a new Fiscal Year.
Topics Covered •
Opening the Fiscal Calendar maintenance form
•
Adding a new year to the Fiscal Calendar
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 3.1: Adding Fiscal Calendar Years
Opening the Fiscal Calendar maintenance form To do this we will want to find the Fiscal calendar maintenance form.
How to do it… Step 1: Open the Fiscal calendars form through the menu search
Then you will be able to select the Fiscal calendars form from the dropdown list.
We can find the Fiscal calendars form through the menu search feature.
This will open up the current Fiscal calendar that is linked to the Waterdeep Trading Company’s legal entity, and sure enough, we don’t have the current fiscal year for 1495 DR The Year of the Tyrant's Pawn.
We can do this by clicking on the search icon in the header of the form (or by pressing ALT+G) and then type in fiscal cal into the search box.
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www.blindsquirrelpublishing.com © 2018 Blind Squirrel Publishing, LLC , All Rights Reserved
Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 3.1: Adding Fiscal Calendar Years
Opening the Fiscal Calendar maintenance form How to do it‌
Step 1: Open the Fiscal calendars form through the menu search We can find the Fiscal calendars form through the menu search feature. We can do this by clicking on the search icon in the header of the form (or by pressing ALT+G) and then type in fiscal cal into the search box. Then you will be able to select the Fiscal calendars form from the dropdown list.
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