Guide for D365 F&O consultants and clients to set up inventory posting profiles

[rsherikar]

Contact details

[email protected]

Organization type

Partner / ISV / Independant consultant

End-to-end business process

Inventory to deliver

Which business process area is this article related to?

guidance/business-processes/inventory-to-deliver-overview.md

Which business process is this article related to?

Record financial transactions

Which pattern or practice is this request related to?

Manage ledger postings

Enter any additional comments or information you want us to know.

Hello Sir/Ma'am,

My name is Rajendra Sherikar and I am a veteran in D365 F&O consulting having spent more than 20 years in this domain of expertise. Over the years I have realized that it's very difficult for new consultants and clients to understand and set up financial posting profiles. Based on my experience over the years I have created an excel spread that I use as a guide to set up inventory financial posting profiles for Sales, Purchase, and Inventory, and Production. Like this I have also set up posting profiles guides for many other transactions. But for this specific submittal, I would like publish the inventory posting profiles guide to help new consultants and clients understand and set them up. I seek your approval to publish the article in git bub and hence am writing up this issue. Please get back to me on the subject. Thanks.

(Business process workstreams: Source to pay, Order to cash, Plan to produce)

Specify the date you expect the article to be completed and ready for review.

11/15/2024

Code of Conduct

• I agree to follow this project's Code of Conduct

[rsherikar]

Hello Rachel,

I am aspiring to apply for fast track recognition for which, publishing a business process guide here is one of the requirements. Deadline for this application is soon in January. In view of this I would be grateful if you could kindly approve my request to apply. Looking forward to your reply.

Thanks
Rajendra Sherikar

[rachel-profitt]

Hi Rajenda,
Apologies for the delay in getting back to you. This is a fantastic submission idea. I would ask that you please submit this through our form at https://aka.ms/businessprocesscatalogsubmit and select the option for "Tools and samples" when submitting and upload a word document explaining how you use the template and the excel template. Our team will then review and publish in the guidance hub. I think this will be a highly sought after resource and we look forward to your submission.
Thanks,
Rachel

[rsherikar]

Hi Rachel,

Thanks, appreciate your reply. I have submitted the article using the link provided above in Git Hub. I even have the proof of my submittal as depicted in the attached screen shot. But I am not able to find the submittal in git hub. Could you please help me on this?

Thanks
Rajendra

screen shot

[edupont04]

Hello Rajenda,
Your contribution is being processed by us at Microsoft. Once it's been processed you will see it in the Microsoft Dynamics 365 guidance hub at https://learn.microsoft.com/en-us/dynamics365/guidance/business-processes/

[rsherikar]

Thank you Eva. Appreciate your response.

[rsherikar]

Hi Eva, I received an email from a guy by name Varun here in the CA, US. He told told me that he was transferring the document to tools. But I still don't see the documents. Can you please help?

[rachel-profitt]

The article is still in our internal technical review process. This may take a few weeks before it will show up in the Learn site. Once the article is technically reviewed, we start the publishing process and new articles are published every other Tuesday. Thank you again for your submission. I had a brief look at it, and I think this will be a great resource.
Thanks,
Rachel