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You are the budget manager at Contoso, Ltd. You have implemented a new policy that requires some departments to have a different budget threshold from other departments.You need configure Microsoft Dynamics 365 for Finance and Operations to ensure that the new policies are enforced.What should you configure?
A. budget funds available calculation
B. budget control rules
C. budget allocation terms
D. budget planning scenario constraints
You are the fixed asset manager at Contoso, Ltd. You have recently inventoried the company’s laptops, identified several laptops that have reached end of life, and decided to sell the laptops.You need to generate a document and record the sale of each asset.What should you create?
A. a fixed asset journal
B. a sales order
C. a return purchase order
D. a free text invoice
You department manager wants an estimate of the actual invoice amounts that you will bill for customer the month. However, the department manager does not want these amounts posted.You need to create a pro forma invoice.From which two types of transactions can you create a pro forma invoice? Each correct answer presents a complete solution.
A. Payment schedule
B. Free text
C. Sub ledger
D. Sales order
You create a new budget register entry. You later realize that the date for the lines is set to today’s date.You need to quickly correct the dates to be the first day of the current month.What should you do?
A. Use the periodic journal feature to save the journal, then create a new journal with the correct date in the dialog.
B. Select all the lines on the budget register entry, and then use the allocate across periods feature to update the date.
C. Select all the lines on the budget register entry, use the copy feature to duplicate all the lines, and select the correct date.
D. Use the open lines in Excel feature, modify the entries to have the correct date, and then publish the spreadsheet.
You need ensure that you have the most current data to manage customer collections.What should you create first?
A. a customer aging snapshot
B. a customer pool
C. a customer account statement
D. a customer balance list
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