Nelson Brothers IS Helpdesk

How to Enter External Item Numbers and Descriptions Using the Excel Add-In If you have a lot of External item numbers and/or descriptions to enter for...

How to Add a Person as a Driver in D365 If you are asked to add a Driver into D365 to appear in the Load planning workbench Vehicle/Driver area, do the fo...

How to Update a Vendor’s Remit to Address in D365 If you get a request to update a vendor’s remit to address follow the steps below. Follow these direct...

How to Cancel a Purchase Order if it has Already Been Received but not Invoiced. If you get a request to Cancel/Void/Remove/Delete a Purchase order and it...

You can create a released product in D365 by copying another existing product if most of the settings match. This depends on the user sending you a similar ...

How to Update/Add a Customer’s ATF License Information in D365 To update or add a customer’s ATF license information in D365, first navigate to Accounts...

The attachment below provides complete instructions along with screenshots for CF Purchase Orders Received and Sales Order Invoiced and Status Open Order ...

How to Credit Out a Purchase Order Line With a Negative Line If you have entered a line with a mistake on it and the Purchase order has already been Invoi...

How to Delegate Your Purchase Order Approvals to Another User for a Time Period If you are going on vacation or going to be unavailable to approve Purchas...

How to Reassign a Purchase Order to Another Approver Administratively Occasionally, a Purchase order will be assigned to the wrong user for one reason or ...