Nelson Brothers IS Helpdesk

How to Review a Purchase Order in D365 When you are assigned a Purchase Order to approve, you will receive an email with the details of the Purchase Order...

How to Place a D365 Module on Accounting-Only Hold At month-end, accounting will ask you to place certain modules of D365 on hold. This is to prevent end ...

How to Place an Accounting Period on Full Hold At month-end, Accounting will ask you to place certain modules of D365 on hold. This is to prevent end user...

How to Open an Accounting Period in D365 At month-end, Accounting will ask you to open the next accounting period. We keep future periods on hold to preve...

How to Add or Edit a Customer’s Authorized Signatory List The Authorized Signatory Lists are lists of people at each Customer site that can legally sign f...

How to Add or Edit Customer Mileage Information Standard Customer mileage is included in the Load area of a Sales order for each customer. This informatio...

How to Create a Nelson Brothers Employee Vendor Record in D365 Occasionally, you’ll get a request to set up a Nelson Brothers employee as a Vendor in D365...

This attachment provides instructions on how to Manually Process a Direct Delivery Sales/Purchase Order, where the EDI process did not automatically post th...

How to Setup a New D365 User To set up a D365 user, first you will need approval from the user’s supervisor. You will also need to know what all the user ...

How to Setup a New D365 User by Copying Another User To set up a D365 user, first you will need approval from the user’s supervisor. You will also need to...