Depending upon your setup in Dynamics AX 2012, you may find that discounts entered on a purchase line do not seem to be included in the inventory cost transactions, even after the line is invoiced. There is a note about it in this article, but it may not be clear how the issue manifests. If […]

In my experience as a consultant and as a support engineer, I’ve found just the mention of the word “sorting” can seem like a daunting task to any user. No matter what it is you are trying to sort, many times it takes trial and error, as well as testing to get it right. In […]

In Dynamics AX, a relationship may be created that identifies the customer item number with the item number from inventory. This post will walk you through how to create customer item numbers or part numbers in your Dynamics AX system. From Product information management/Common/Released products, locate the product to add customer values. Navigate to the […]

Warehouse management is critical for organizations in the manufacturing and distribution industry. Dynamics 365 for Operations offers two different approaches for warehouse management, often referred to as the basic warehouse management approach and the advanced warehouse management approach. With the addition of Advanced warehouse management functionality in Dynamics 365 for Operations, many organizations started asking […]

The Cost Explorer is one of the most overlooked tools provided in Dynamics 365 for Operations. Cost Explorer is used in conjunction with inventory close to help clarify the adjustments made. It allows you to see the cost rollup of items in the Issue Closed (IC) status. (An inventory close is needed in order to […]

There are times when you will want to set up your Dynamics AX system keep a minimum balance of an item on hand for use or sale. In this entry, we will see how to set an item up with a minimum balance. Let’s start with a Contoso item, M0061 – Catalyst. As we will […]

Consignment functionality is a valuable feature available in Dynamics 365 for Operations. Some organizations require the use of consignment inventory for production. In this type of scenario, the consignment production item is owned by a vendor and it is stored at the organization’s site or warehouse. The organization can take ownership of the item when the item […]

The FIFO or “First in, first out” inventory costing method dictates that costs associated with the earliest inbound movement of an item (purchase, positive adjustment, output, etc.) will also be the first taken out of inventory during sales, negative adjustments, consumption, etc. I often field questions as to what specific logic NAV uses to pull […]

The ability to place an order on hold is a feature of Microsoft Dynamics AX 2012 R3. This feature is available through activation of Retail/Full feature set from license configuration. Reasons to place an order on hold may vary widely. The most common reason might be to obtain approval for an order which exceeds a […]

In AX 2012 R3 Warehouse Management, you can set up a batch job to automatically release sales orders to the warehouse. Fulfillment rates can be used to control the percentage of the total price or the quantity of an order that must be physically reserved before a sales order can be released to the warehouse. […]