There are many white papers and blog postings about trade agreements in Microsoft Dynamics AX. They describe the details of the decision which need to be made in order to set up a trade agreement. But they are missing the basics. Where do you go to access the setup tables? Are all of the tables […]
Trade agreements in Dynamics AX 2012 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this post I will start with a basic function: setting the price for a […]
When purchasing material, sometimes the quantity delivered doesn’t always match the quantity ordered. In this blog, we will cover how to handle that situation of receiving partial purchase orders when using registration in AX 2012. This particular case includes the use of registration, as that can lead to some additional steps if the remainder isn’t […]
In this post I’m going to expand upon basic use of Charge Codes in Dynamics AX 2012. There are more than a few ways to leverage this feature! In an earlier post my co-worker, Wally, demonstrated the setup of charge codes. First we are going to work with automatically bringing the Deposit charge code to purchase orders at […]
What does the Fill Entire Shipment check box on the customer in Dynamics AX do and how does it work? When you’re on the Warehouse Management FastTab on the Customers form, you’ll see a Fill entire shipment check box in the Shipment processing field group. (Accounts receivable > Common > Customers > All customers > […]
Dynamics AX 2012 offers a variety of methods to apply charges and fees as you buy and sell goods. In the post below I’ve covered the basics on price, codes and manual charges on sales lines. Price Charges Price Charges are set up on the Released Products form, in the Purchase and Sell Tabs. They […]
I wanted to take some time to point out something that may not be very clear when setting up Dynamics Ax 2012 procurement and category ledger posting. Procurement categories, or categories in general, can be a bit tricky to setup the financial postings unless you know where to look. Procurement categories are actually under the […]
As we know, Procurement Categories are new to Dynamics AX 2012. One of the many uses for Procurement Categories is as a sneaky way to track spending without having to set up Products, Product Groups, etc. for all the things we need to purchase but for which we don’t want to have to keep track […]
Dynamics AX is not limited to handling only one production company and several sales companies. All companies set up for intercompany can be trading companies as well as production companies. If several companies have the ability to deliver the same item, you can choose which company to buy from. Before we can use the […]
Back in my AX support days at Microsoft, which seems like a decade ago (1.5 months ago) I was repeatedly asked the question: Can you post the packing slip in ledger, for procurement categories on purchase orders? The answer to this question is “Yes, you can!” But, it’s not in the same location as die-hard […]
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