Case Study 2 - First Up Consultants Background Overview First Up Consultants provides Commercial Cleaning services to its clients. The company purchases all its cleaning supplies from Best For You…

Case Study 2 - First Up Consultants Background Overview First Up Consultants provides Commercial Cleaning services to its clients. The company purchases all its cleaning supplies from Best For You Organics Company. First Up Consultants is using a cloud-based Dynamics 365 Finance instance. The system has a foundation table named CashDisc that contains one cash discount record for each cash discount type. Best For You Organics Company invoices First Up Consultants and allows cash discounts based on how fast an invoice is paid. First Up Consultants is entitled to a two percent discount from Best for You Organics for any invoice that is paid within 10 days and has a minimum invoice amount of $2,500. Business requirements All new and extended objects must be located in an existing model named FinanceExt. The creation of new models is not permitted. Best For You Organics Company requires that First Up Consultants apply specific minimum invoice amounts to each cash discount record. A cash discount may only be applied when the minimum invoice amount requirement has been met. The new field must be added to the CashDisc form grid with the allowable visible number of characters set to 10. First Up Consultants must retrieve the required Cash Discount methods and corresponding minimum invoice amounts directly from Best For You Organics Company's enterprise resource planning (ERP) system. The Chief Financial Officer (CFO) requires the following reports: A report that shows all outstanding invoices, their cash discount types including the new minimum threshold applicable, and the amount of the discount. The report must only be accessed by users who are members of the Accounts Payable Manager role. You must create a Microsoft Excel workbook that lists unpaid invoices to Best For You Organics Company that have a due date earlier than 5/1/2019 and an Invoice Amount between $20,000 and $100,000. Cash discounts for unpaid invoices must be updated with the new minimum invoice amounts. Financial requirements Vendor Invoices Past Due form You must be able to filter the grid on the Vendor Invoices Past Due form. By default, you must filter the form based on the Due Date, Invoice Amount, and Vendor columns. Users must be able to apply reusable user-specific filters to a page using multiple fields. CashDisc form You must extend the CashDisc form to add a new field named MinimumInvoiceAmount to the form. You must add a new Extended Data Type to the extension model for the new field. The new field must be added above the discount method field. The field must display 10 characters. The accounts payable manager and the accounts payable clerk have Delete access to the form. You must after permissions to limit accounts payable clerks to have only View access to the form. Cash Discount Records report You must create a report that shows a list of CashDisc records. You must include the MinimumInvoiceAmount field and filtered data by using the CashDisc.DiscMethod field. Applicable security objects must be created in the existing "FinanceExt" model and configured so the report is accessible by those users to the accounts payable role. Batch jobs You must create a batch job that runs on the last day of each month to update the current unpaid invoices with changes in the minimum invoice amount. The job must meet the following requirements: Accept the following parameters: Vendor, DueDate. Be callable by an Action menu item. Allow users to specify vendors to include in the job. Use SysOperation Framework for all batch jobs. You must create a batch job to identify modified CashDisc.MinimumInvoiceAmount values and apply these to open Purchase Lines. You need to configure filtering for the Vendor Past Due Invoices form. Which two filtering types can you use? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.