Nelson Brothers IS Helpdesk

How to Set Up a Mechanic Worker Record in D365 If you get a request to set up a Mechanic in D365 follow the following directions. Make sure that the reque...

How to Copy an Existing Vendor to Another Company in D365 If you get a request to set up an existing vendor in another company (Already in NBI, need in NL...

How to Edit or Delete a Shared Template For Creating a New Product If something is wrong with one of the shared templates (Missed a setup option) you can ...

How to Create and Post a Bill of Materials BOM Journal in D365 For some products, we blend them but don’t perform a Production order in D365. In these cas...

How to Create or Delete a Batch Number in D365 If you need to create or edit a Batch number in D365, there are two methods of navigating to the Batches sc...

How to Create and Complete a Production Order Using the Standard Process in D365 To create and complete a production order using the standard process (Not...

How to Update a Product’s Name and Description in D365 Occasionally, you will receive a request to correct or rename a product in D365. Make sure that the...

How to Edit an Existing Product’s Item Number in D365 You may occasionally get a request to change a product’s Item number in D365. Confirm that the item ...

How to Recall a Purchase Order From Approval If you’ve submitted a Purchase order for approval and realize you need to make a change to it, you can recall...

How to Create and Complete a Procurement Category Purchase Order in D365 If you have an invoice that needs to be paid for a non-inventory item or service,...