Shubham Kaushik

Projects

Go-Live Support – Dynamics 365 F&O

Duration Not Provided

Phase: Go-Live Support

Provided dedicated go-live support during the critical transition from implementation to production. Worked closely with users and support teams to ensure smooth ERP adoption and business continuity.

1. Supported users during cutover and production launch activities.
2. Resolved Technical issues raised during go-live period in real time.
3. Validated transactions, postings, and workflow outcomes post-launch.
4. Coordinated with business users to address process gaps and system queries.
5. Ensured continuity of finance and project operations during system stabilization.

Projects

D365 F&O Customizations — Reports & Form Validations (X++)

October 2024 - September 2026

1. Enhanced GST Inward, GST Outward, and TDS statutory reports by adding new business-required fields (e.g., GSTIN, HSN/SAC codes, tax component breakdowns, project and business-unit dimensions) to meet evolving compliance and MIS reporting needs.
2. Refined core report logic for GST Inward/Outward reports to improve accuracy of tax computation, ensuring correct aggregation of CGST/SGST/IGST amounts and proper handling of edge cases .
3. Optimized TDS report logic to correctly reconcile TaxWithholdTrans_IN data against source vendor/customer transactions, improving accuracy of TDS amount and TDS code reporting for statutory filings.
4. Implemented field-level and record-level validations across multiple D365 F&O forms using X++ extension classes and event handlers avoiding direct modification of standard AX objects to preserve upgradability.
5. Applied Chain of Command (CoC) and event-handler-based extension patterns to enforce business rules (e.g., mandatory fields, cross-field consistency checks, duplicate/invalid data prevention) without introducing over-layering.
6. Collaborated on requirement gathering with finance/compliance stakeholders to translate statutory (GST/TDS) reporting requirements into technical specifications, ensuring reports stayed aligned with regulatory reporting formats.

Projects

Custom GST Invoice Number Sequence Override for project based Customer Invoices

August 2026 - August 2026

1. Designed and implemented an X++ customization in D365 F&O enabling configurable, per-transaction override of GST invoice number sequences for project-based customer invoicing
2. Reverse-engineered undocumented Microsoft GST tax engine internals by tracing execution across six interdependent classes (TaxGSTInvoiceHelper_IN, TaxDocumentExtensionUtils, TaxEnginePostingProcessor) with no documented entry point
3. Built a Chain-of-Command extension to intercept GST number sequence resolution at posting time, matching alternate sequences to dynamically-classified GST document types (Invoice, Debit/Credit Note) without disrupting default behavior
4. Diagnosed and resolved a cross-session state defect caused by asynchronous tax posting, redesigning the solution to resolve configuration from persisted data rather than in-memory context for reliability across sync/async posting modes
5. Developed a whitelist-driven setup screen and cascading form controls (toggle-enabled lookup, dependent display fields) allowing business users to select approved alternate sequences without code changes

Projects

Vendor Outstanding and Customer Outstanding SSRS Reports development

March 2026 - May 2026

1. Architected and developed a unified suite of Vendor and Customer (Debtor) Outstanding/Aging reports in D365 F&O using a consistent SSRS Report Data Provider (RDP) pattern extended via Chain-of-Command event handlers, avoiding overlayering of base classes and keeping both reports upgrade-safe.
2. Built cross-functional AP and AR reconciliation logic linking vendor payables to rebilled customer invoices and project revenue enabling Finance to trace project costs from vendor payment through customer collection in one report.
3. Implemented real-time Collection/Settlement Status (Settled, Unsettled, Partially Settled) on both the payables and receivables side by comparing net vs. settled transaction amounts as of a configurable as-of date.
4. Delivered GST and TDS compliance data across both reports — resolving vendor/customer GSTIN and PAN through India-localization tax tables with fallback logic for incomplete master data.
5. Added multi-dimensional attribution (business unit, sub-business unit, project, brand, buyer/salesperson) by parsing ledger dimension combinations and tracing purchase order/project ownership, and built a rule-based document classifier (Invoice/Credit Note/Payment/Settlement) plus fiscal-year derivation for statutory reporting alignment.
6. Partnered with Finance and AP/AR stakeholders to replace manual, spreadsheet-based reconciliation with automated, auditable reporting across the full vendor-to-customer cash cycle.

Projects

Sales Register Export Utility

February 2026 - February 2026

1. Re-engineered a Power BI sales-register data model (GeneralJournalAccountEntry → GeneralJournalEntry) into a native X++ export class, replicating Power Query's filtering, joins, and calculated-column logic directly in code for consistent, governed reporting inside D365.
2. Built ledger-account segment parsing logic to derive Business Unit, Sub-BU, Project ID, and Company Location directly from the dimension display value string, with a main-account inclusion/exclusion rule engine mirroring the Power BI visual-level filters.
3. Implemented multi-source revenue reconciliation by joining CustTrans, TCOMSPRecoMappingTable, TCOMProjTableInvoicesTable, and TCOMVendorBookedInvoiceTable to compute margin analytics — Revised Actual Margin, Revenue Diff, Margin Diff, and % Vendor Invoice Booked — replicating exact Power BI calculated-column formulas in X++.
4. Automated GST (CGST/SGST/IGST) and TDS aggregation per voucher from TaxTrans and TaxWithholdTrans_IN, and derived the Power BI "Invoice Amount" measure (customer amount + TDS) natively in the export pipeline.
5. Enriched journal-level data with project accounting details (ProjTable), customer master data (CustTable, DirPartyTable), and GL account metadata (MainAccount, MainAccountCategory) to produce a fully denormalized, analysis-ready register.
6. Computed India-specific fiscal year (April–March) and month groupings from voucher dates to align with statutory and management reporting periods.
7. Applied a group by/aggregate (maxof/sum) query over the staged temp table to collapse multi-line journal entries into one reporting row per invoice/dimension combination — matching Power BI's implicit grouping behavior at the visual level.
8. Generated a 48-column formatted Excel workbook using EPPlus (bold headers, auto-fit columns) and delivered it via D365's file-streaming service, supporting filters for date range, voucher, invoice ID, business unit, and revised business unit.
9. Maintained architectural consistency with the existing Purchase Register export service — same contract-driven parameter pattern, temp-table staging approach, and Excel-generation helper methods — for easier long-term maintenance across both registers.

Projects

Purchase Register Export Utility

January 2026 - January 2026

1. Engineered an end-to-end X++ export class integrating VendInvoiceJour, PurchTable, VendInvoiceTrans, TaxTrans, and TaxWithholdTrans_IN to produce a consolidated Purchase Register covering both GST and non-GST vouchers.
2. Implemented dynamic, multi-criteria filtering (date range, ledger voucher, invoice ID, business unit, revised business unit) to let finance users generate targeted or full-period reports on demand.
3. Built GST computation logic that aggregates CGST/SGST/IGST from TaxTrans per voucher and derives vendor/company GSTIN via TransTaxInformation and TaxRegistrationNumbers_IN, with fallback handling for vouchers lacking registered GSTIN data.
4. Automated TDS reconciliation by linking VendInvoiceTrans to TaxWithholdTrans_IN, aggregating withholding amounts and TDS codes per invoice for accurate statutory reporting.
5. Derived organizational hierarchy (Business Unit, Sub-BU, Project ID) directly from ledger account dimension strings via GeneralJournalAccountEntry/DimensionAttributeValueCombination, enabling accurate cost-center-level reporting without manual tagging.
6. Integrated project accounting data (ProjTable) to enrich purchase records with project type, brand, client code, and client name, and mapped vendor state codes to regional zones (North/East/West/South) for management reporting.
7. Generated formatted, presentation-ready Excel workbooks programmatically using the EPPlus library (bold headers, auto-fit columns, user-date formatting) and delivered output via D365's file streaming service.
8. Applied D365 data access patterns (while select, joins, firstonly) across multiple related tables (Ledger, Tax, Project, HCM/DirPerson) to resolve buyer, requester, and GL account details for each transaction.

Projects

Bank Payment File Integration for Standard Chartered Bank

November 2025 - December 2025

1. Designed and built an end-to-end, bidirectional vendor payment integration with Standard Chartered Bank by extending D365 F&O's CustVendOutPaym/VendOutPaymRecord framework, automating a previously manual bank portal payment process from initiation through confirmation.
2. Outbound: implemented business rule logic to auto-classify each payment as RTGS, NEFT/ACH, or same-bank transfer based on payment mode and transaction amount thresholds, generated a 223-field fixed-format payment file with linked invoice-level TDS/withholding detail, and automated delivery via SFTP.
3. Inbound: built a reverse-file reconciliation service that polls SFTP for the bank's acknowledgement files, parses a comma-delimited format with embedded-quote edge cases, and updates D365 payment records with the bank's confirmed payment reference upon successful processing — closing the loop between D365 and actual bank execution.
4. Added file lifecycle management (processed-file archiving/move) to guarantee idempotent processing and prevent duplicate reconciliation of the same acknowledgement file.
5. Incorporated production-grade resilience — deadlock/update-conflict retry handling on the outbound side, defensive CSV parsing and text sanitization on both sides — to ensure reliable, audit-traceable payment processing at scale.

B.Tech Computer Science

University of Petroleum and Energy Studies - August 2020 - June 2024

Aws cloud technical essentials

Power bi data analyst associate