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MB-310: How to Track Sales Order Numbers in Dynamics 365 Finance Without Cluttering Accounts?

Learn how to configure Microsoft Dynamics 365 Finance to track sales order numbers using financial tags, ensuring clean reporting without complicating your chart of accounts.

Table of Contents

Question

A multinational corporation is implementing Microsoft Dynamics 365 Finance. It needs to track sales order numbers as part of their financial entries for internal analysis. You need to configure the system to allow for this tracking without cluttering the chart of accounts or using financial dimensions. This will, ensure the data remains available for reporting even if the feature is later disabled. What should you do?

A. Configure a new main account specifically for tracking sales order numbers.
B. Create a new financial dimension for sales order numbers and add it to the account structure.
C. Enable the Financial tags feature in the Feature management workspace and create a financial tag for sales order numbers.
D. Use the document number field on transactions to track sales order numbers.

Answer

C. Enable the Financial tags feature in the Feature management workspace and create a financial tag for sales order numbers.

Explanation

Financial tags are designed to track additional information like sales order numbers without using financial dimensions. Creating a new financial dimension or main account would unnecessarily complicate the chart of accounts. Using the document number field is not a scalable or clean solution for tracking purposes.

Microsoft Dynamics 365 Finance Functional Consultant MB-310 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Finance Functional Consultant MB-310 exam and earn Microsoft Dynamics 365 Finance Functional Consultant MB-310 certification.