Selected project examples show how custom development in Dynamics 365 Finance & Operations supports purchasing, sales, logistics and finance.
Pricing · Purchasing · Logistics · Finance
Prices linked to costs and commercial rules
Commercial teams need consistent price calculations and a clear way to handle exceptions.
X++ services calculate landed costs from purchase prices and configured transport, duty and tax factors, then apply dated margins to prepare unposted price journals. Teams can review the calculation and its source before posting new prices.
Sales-line and posting extensions compare net prices with calculated minima and require an authorised exception with a reason when a line falls below its minimum. Audit entries and renewed checks after commercial changes keep the exception tied to the current sale.
Carry purchasing decisions through the workflow
Requisition details need to remain meaningful during review and purchase-order creation.
Table and form extensions add required budget, technical-approval and negotiability selections, with a reason where negotiation is unavailable. Purchase-order generation carries the technical-approval value forward, keeping that decision visible beyond the requisition.
Table and workflow extensions check zero-priced requisition lines during review and approval, allowing an explicit free-item designation. Reviewers can distinguish an intentional no-charge purchase from a line whose price still needs attention.
Exchange dispatch information between systems
Intercompany logistics needs shipment details linked to the originating orders and posted documents.
An X++ batch prepares header and line records from eligible posted packing slips and exposes them through a Data management entity. The export includes shipment references, delivery addresses, weights, items and shipped quantities, giving the receiving system the information needed to reconcile dispatches.
The export table retains links to the source document, while an exported flag controls subsequent selection. Removing a prepared export header also removes its related export lines and resets the source flag, providing a defined route to prepare that document again.
Make reporting calculations easier to inspect
Finance needs report detail and calculation rules that can be traced back to application setup.
An X++ exporter builds lease summaries from contract versions selected at the reporting date, including leased items and financial allocations. Typed dates and percentages, filtering, and interactive download or batch-history attachments make the workbook usable for finance review.
Configured formulas and posting layers separate IFRS, local-accounting adjustments and fiscal balances at two comparison dates. The calculation exposes their combined accounting value, temporary differences and deferred-tax movements so finance can inspect the components behind the result.
These examples use X++ services, application extensions, Data management entities and Excel generation to connect operational rules with the records and processes that use them.
