Project Estimates and Revenue Recognition for Fixed-Price ETO Work in D365

In my last article on engineer-to-order I ended on a promise: the money side of a fixed-price ETO job, how the estimate and revenue recognition actually behave in Dynamics 365. Thi…

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Using the Projects Module for ETO in D365: Projects, Planning, and Production

Today I will write about something I get asked about constantly: how to actually run engineer-to-order (ETO) work in Dynamics 365, and specifically how the Projects module ties tog…

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Quality Orders in D365 Production: Trigger Points, Sampling, and What to Do with Failures

I closed the shop floor execution article with a promise: quality management in production, quality orders, where to trigger them in the flow, and what to do with the material they…

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Shop Floor Execution in D365: Production Floor Execution and Job Feedback Discipline

I closed the production scheduling article with a promise: shop floor execution, the production floor execution interface, and what good job feedback discipline does for both sched…

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Production Scheduling in D365: Finite Capacity, Resource Groups, and Scheduling Percentages

I promised after the BOM line types article that I would come back to production scheduling, and specifically to the three things that decide whether your schedule is a plan or a f…

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BOM Changes and Standard Cost in D365: Timing Cost Recalculations Around Revision Cutovers

In my last article I walked through engineering changes and how to get a revision into BOMs and production orders cleanly. I ended on a promise: the costing side. Because every BOM…

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Engineering Changes and Revisions in D365: Reflecting Them in BOMs and Production Orders

When I talk to production managers about their biggest recurring headaches, engineering changes come up more often than anything else. A revision lands, and suddenly nobody is sure…

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