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Purchasing Card functionality

  • 1.  Purchasing Card functionality

    Posted Feb 18, 2020 03:35 PM
    Has anyone done used the purchasing card functionality that came out in version 10.0.8?

    https://docs.microsoft.com/en-us/dynamics365/finance/public-sector/purchasing-cards

    I am not sure how to set up the profile the have listed.  Does anyone have any insight?

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    Mary Thompson
    Armanino, LLP
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Purchasing Card functionality

    Posted Feb 19, 2020 11:45 AM
    Mary, are you referring to the posting definitions or something else?

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    Serena Messner
    Manager, Dynamics Product Management
    Tyler Technologies
    Renton WA
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Purchasing Card functionality

    Posted Mar 12, 2020 12:22 PM
    I have tested the PCard feature that has been added to 10.0.8

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    Andrew Bernstein
    HSO Customer Service B.V.
    Buffalo Grove IL
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Purchasing Card functionality

    Posted Mar 26, 2020 11:58 AM
    Hi Andrew,

    What has been your experience with the testing?  I am in the process of testing the P-Card functionality in conjunction with Expense Management and have not been able to link the imported credit card transactions that have been processed and posted in approved expense reports to the balance payoff transaction in Accounts Payable.  If you have been able to resolve that I would love an opportunity to discuss.  I am also struggling with how to reconcile the record purchase transactions against the balance payoff transaction as there doesn't seem to be a running or calculated balance field for that functionality.

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    Charlane Conner
    Campus Management Corp.
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Purchasing Card functionality

    Posted Mar 27, 2020 01:46 PM
    My experience thus far has been testing the process of creating invoice to record purchase and then invoice to apply record of purchase to statement.  We have discovered that the posting is not correct as the statement invoice does not follow the posting profile and clear the initial purchase.

    Additionally, I am still in the process of trying to locate entity revisions so that multiple purchases can be uploaded.

    Let's stay in touch as we work through this.

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    Andrew Bernstein
    HSO NA
    Buffalo Grove IL
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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