Human Resources Data Management - Workers Without Employment

When importing Workers into Dynamics 365 Human Resources (now in D365FO), you populate the Worker data entity with as much information as possible. Then, start the import using Data management and after the import is complete, you check Human resources > Workers > Workers, and there are no records to be found. The import says it was successful, so where did the worker records go?

If you look around, you will find them in the Workers without employment filtered view (Human resources > Workers > Workers without employment.) 

View of Human resources module with "Workers without employment" selected

Great, the records made it into the system, but I don't want to touch each record and add employment dates. How do we use the Data management functionality to add "employment" to these worker records?

Credit Management Blocking Rules Sequencing

Something happened while I wasn't looking and now we have a clearer sequencing of Credit management Blocking rules. This has been a much-needed change, and I am happy to report on it!Hierarchical arrows with the words "There is a process!" on them

Sequencing of Blocking Rules

Credit Management Release to Warehouse Credit Hold Loop

Some big changes were made to Credit management in recent versions that need to be addressed. One of which is the following parameter: 

Bypass inventory reservations

Image of Credit and collections parameters with Bypass inventory reservations highlighted
A new parameter has appeared called Bypass inventory reservations, but what does it mean?

IT☕ Time Podcast

One of the things I have recently been working on is a podcast that is by women and geared toward tech topics. The podcast is called IT🍵 Time. It's a collaborative effort with Zoe Abulzahab and Yuanming Chu, both of whom I work with at Alpha Variance Solutions

We are always looking for interesting speakers and topics, so if you have any ideas, feel free to add a comment to this blog post. Thanks for listening! 

Set up Collections Agents and Customer Pools

When setting up the Credit and collections module in your D365 Finance environment, you will want to ensure that your collections team will have access to work with their assigned customers. Logging in and seeing all of the Customers with all of their information can be an overwhelming experience, making it more difficult for your collections team to do their job. D365 Finance allows for the creation of Collections agents with the ability to filter only assigned information.

Using "Old" AX filtering techniques in D365FO

When I worked daily in AX 2012, filtering became my best friend. I appreciated the "Ctrl + g" grid filtering header that opened on all of my forms and allowed me to search my data by using all of the great filter and query options listed in the article below:

Looking for a Customer that starts with G, ends with V, and is not Gustav? Sure thing!

Error: Production order ***** could not be scheduled. Not enough capacity could be found.

Ah, the good old capacity error. "Production order ***** could not be scheduled. Not enough capacity could be found."

There are a few main culprits for this error.