Auto charges also referred to Automatic charges, is a functionality whereby we can apply specific set of charges automatically to any Sales Order/Purchase Order. This kind of a functionality is required when the user has to add a specific charge on all the PO/SO created. Let’s say Loading & Unloading charges […]
Here we discuss about a mandatory step of exchange rate setup in Ax 2012. In Microsoft Dynamics Ax 2012, a list of currencies is provided by default. To go to currency list form, navigate to General Ledger -> Setup -> Currency -> Currencies – You can also set the currency […]
Continuing with the Tips & Tricks for Ax 2012; below are some shortcuts when working on Forms (without grids) Happy Learning.!
There are scenarios when a company wants to track its financial information in currency other than the company accounting currency. Currency converter setup helps to achieve this requirement. This setup allows user to setup numeric conversion for online transactions. If the Conversion check box is selected, the system will automatically […]
Ax 2012 provides a feature to maintain record(s) as templates, this enables users to create records with reduced efforts. The record template feature is limited to specific masters, however this still is a very handy tool whereby the users can mark specific records as templates & re-use them to create […]
Below are some of the keyboard shortcuts used in Ax 2012. There are some more to come so keep watching this space… 🙂
This feature is used in EU countries where the conversion to the EURO is being undertaken whilst the national currency is phased out. Basically the triangulation rule is that you have to convert from one participating currency to another, you must convert via the euro and round the euro amount […]
Navigate to Control panel -> Clock, Language and Region -> Region and Language Select format as Hindi (India); Click button Additional settings… A new Customize format form is opened. Click Currency tab and check Currency symbol is selected as ₹ (Rupee symbol) in default; Once confirmed, Press OK to […]
When we buy a mobile phone there are some accessories bundled with the mobile phone, ever wondered how these would be tracked in the systems when the sales are recorded. In Ax such items are termed as Supplementary sales items. In a simple terminology any item which is supplied to […]
There are 3 types of commonly used journals available under Inventory Transactions in AX 2012 Inventory Journals. These journals are fairly similar in nature. But certain differences make them stand apart. Movement Journal: When you use the inventory movement journal, you can add cost to an item when you move […]
The inventory adjustment journal (or Profit/Loss journal) is used to write-off or write-up inventory. It is an inventory adjustment journal for items lost, found or broken where item value and quantity must be updated to keep inventory accurate. Refer the following navigation to create and post inventory adjustment journal; Inventory […]
Navigate to Accounts Receivable -> Setup -> Accounts Receivable Parameters -> General -> Sales (Default values) -> Order type-> Select order type as; Journal/Subscription/Sales order/Return order/Item requirements Refer the following screen print; More on Sales Order Types Happy Learning!
Navigate to Procurement & Sourcing -> Setup -> Procurement and sourcing parameters -> Default values -> Purchase type -> Set type as Purchase order/Journal/Returned orders. Refer the following screen print; More about Purchase order types Happy Learning!
When you create a purchase order, you must indicate which type of order it is. You can select one of the types that are mentioned here: Journal: This type of purchase order is used as draft. This type does not affect stock quantities and does not generate item transactions. The […]
In the real-time business scenarios there may be some additional expenses (over & above the goods value) incurred on the purchase or sales transactions; these expenses can be freight, loading & unloading charges, insurance etc. There are 2 scenarios To add the expenses to the total purchase order or vendor invoice To load the value of […]