D365
How to Add/Edit Delivery Ticket Special Instructions/Directions for a Customer
Delivery Ticket Extra Information Page
Open D365 and Navigat...
Tue, Jan 6, 2026 8:43 AM
How to Setup an Intracompany Customer/Vendor
Customer Setup
Setup the Customer as normal but, same as the vendor there will be a few exc...
Thu, Aug 28, 2025 3:22 PM
Attachments section of the Customer File.
Select Delivery Notes from the dropdown menu then, type the information into the Details area.
Select N...
Fri, Aug 29, 2025 8:03 AM
How to Reprint a Customer Invoice
Open D365 and navigate to the "Accounts receivable" module.
Click on "Inquiries and reports"
...
Tue, Sep 2, 2025 12:46 PM
Created 9/23/2025
Fri, Oct 3, 2025 12:20 PM
Navigate to D365.nelsonbrothers.net
Expand the Modules Navigation area
Navigate to Asset management >> Work orders >> All work orders ...
Wed, Oct 1, 2025 1:53 PM
How to Change a Posted Trade Agreement Journal
This guide provides a step-by-step process for changing a posted trade agreement journal, making it essenti...
Fri, Jan 30, 2026 2:43 PM
Recall a Purchase Order Workflow Approval In Review
Filter for the Purchase Order then Click "Workflow" to expand the dropdown.
&a...
Thu, Feb 5, 2026 2:36 PM