Waterdeep Trading Company Project - Module 3: Configuring a new Company for Dynamics 365

Page 1

Dynamics Companions BARE BONES CONFIGURATION GUIDES

WATERDEEP TRADING COMPANY PROJECT DIARY

Waterdeep Trading Company Project Diary MODULE 1: Configuring a new Company for the Waterdeep Trading Company

TABLE OF CONTENTS Introduction ..............................................................................................3 Configuring a new Company for the Waterdeep Trading Company .........4 Creating a new Legal Entity .......................................................................5 Opening the Legal entities maintenance form..........................................6 Creating a new Legal entity .......................................................................9 Updating the Address............................................................................. 17

MODULE 3

Updating the Legal Entities Banner ........................................................ 24

Configuring a new Company for the Waterdeep Trading Company

Switching to the Waterdeep Trading Company legal entity .................. 31 Configuring the Number Sequences for the Legal Entity ....................... 35 Opening the Number sequences maintenance form ............................. 36 Generating the number sequences with the Number sequence wizard 39 Importing a standard Chart of Accounts ................................................ 46 Opening up the Data Management workspace ..................................... 47

For us to track all the financial and operational information for the Waterdeep Trading Company, we will need to set up a new company within Dynamics 365 with its own financial ledger. Additionally, we will probably want to track all our money through a bank account or two. This company will be the foundation for all the other functions that we will build later, like the inventory management, sales, procurement and more.

Importing the FaerĂťn Chart of Accounts ............................................... 51 Viewing the Standard Chart of Accounts ............................................... 67 Creating a new Account structure the Waterdeep Trading Company... 73 Opening the Account Structures Configuration form ............................ 74 Creating a new Account Structure ......................................................... 77 Activating the Account Structure ........................................................... 82 Configuring the Ledger for the Waterdeep Trading Company .............. 87 Opening the Ledger Maintenance form ................................................. 88 Configuring the Ledger ........................................................................... 91 Viewing the Main Accounts for the Waterdeep Trading Company ..... 105 Creating an Operating Bank Account ................................................... 109 Opening up the Bank management form ............................................ 110 Adding a new Bank Account................................................................. 113 Associating the Bank Account to the Legal Entity ................................ 122 Setting the Waterdeep Trading Company as the default legal entity . 132

www.dynamicscompanions.com Dynamics Companions

www.blindsquirrelpublishing.com

- 1the Opening User Options Š 2017 Blind .................................................................... Squirrel Publishing, LLC , All Rights Reserved 133

Updating the User preferences ............................................................ 136


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.