Hire the Employees and Earning Statement Process in Dynamics365

Hire the Employees and Earning Statement Process in Dynamics365

In earlier discussion, I explained how to create position in Dynaics365, now we discuss how to create the Employee and process the salary in Dynamics365.

To Create a employee, Go to Human resource and select the Employees.

Click on the new Employees and add the name of employee. Automated personal number allocate to employee on the basis of number sequence, enter the SSN number and Employment Start date.



We can assign the position later or same time. After tick on the ASSIGN POSITION, all blank position is available for allocation. We assign same position we created in previous blog.

In profile section we assign the basic details of the employee.

In personal section we assign the personal information of employee

We have different section for entering the different information. Other important part for salary is his/her Bank account number and disbursement detail. For that we click on bank account under the more information and enter the bank details.

After enter the bank detail, click on the bank account disbursement form and click on new.

For the detail of Benefit and benefit accrual. Click to add on benefit and benefit accrual form.

Click “New”

For enter the benefit accrual click on “Benefit Accrual” and enter the details.

For assign the compensation, click on the Compensation and enter the fixed compensation.

Enter the Fixed Compensation for annual, click on new and enter the annual fixed compensation for annual.

Monthly and hourly equivalent will be calculated accordingly.

Other important things for Salary Generation in Worker Tax region and Default Tax regions. For enter the tax regions detail go to payroll tab and click on worker tax regions.

Close the form and select the Default tax regions.

Now Click on the Earning Statement and Generate the Earning Statement.

After the completion of the process info log appears.

Create Position in Dynamics365 (AX7)

Create Position in Dynamics365 (AX7)

Today we are going to discuss the step of position creation. For creation for position

Go to Human Resource module Click on position.

 

 

Click on the position then create new Position and assign the job and activation date for Position. Please note that Position Id will be generated on the basis of the number sequence

 

 

 

 

 

 

 

 

For Ex:- I have assigned Position of Account Manager job and activate from 01^st Jan 2017 and click on the create position.

 

 

 

 

 

 

 

We can enter the Position detail. We will update the Department, Position Type, Compensation region, available for assignment.

 

 

 

 

 

 

 

 

 

For update hierarchy, we assign the report to position.

 

 

 

 

 

 

 

 

The most important part of position is payroll section. Please enter all the details.

 

 

 

 

 

 

 For the accounting prospective we enter the default Financial Dimensions for payroll.

 

 

 

 

 

 

 

 

 

 

 

 

This is the step for creation position in Dynamics365. Let me know if you have any doubt

 

 

 

Thanks

 

 

 

 

 

 

 

 

 

Vendor Invoice Process in Dynamics365

Vendor Invoice Process in Dynamic 365

In Dynamics 365 have simple process of create the vendor invoice.

Go to home pages and select the Vendor.

Click on the Purchase invoice.

In Dynamic 365, Base on your selection vendor is select for the invoice. for the Vendor Invoice Item Number , Quantity and Vendor invoice number is mandatory.

In Dynamics 365,Base on the vendor master setup tax code pick up automatic. you can change it your requirement and sale tax amount calculated base on the selection.

In Dynamic 365, You can Enter the discount in percent or amount.

For the check the posting we click on actions tab and click on preview posting.

It shows all the related transactions of different type.

For the GL entry click on 7.

Click on close and you can attach the document for the reference. for post the invoice click on post button

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After the post you can take printout document or save it.

The preview of pdf document as follow.

Thanks

Kamal Kumar

Ph- 91-9996480619