Logistics


Generating Intrastat Transactions in Ax 2012 1

In the earlier post we tried to understand the basic requirement of Intrastat transactions. In this post we will see the steps involved in Ax 2012 to configure the Intrastat parameters & generating transactions. Generating Intrast transactions require certain pre-requisites explained in the next section, to be fulfilled.    


What are Intrastat transactions

Intrastat applies to Imports and Exports within the E.U. only.   EU traders with imports or exports exceeding certain thresholds are required to submit bi-monthly intrastat reports. Under these thresholds, summary data is required to be reported, as in the case of Ireland, all VAT registered traders operating within the EU […]


Lead time planned purchase orders

Defining purchase lead times on a vendor, a vendor trade agreement, an item’s coverage settings, or an item. During master scheduling in Ax, system searches for the purchase lead time according to the following priority: The Item coverage form –> Lead time tab. If the Purchase check box is selected, the Purchase time field is used. The Site specific […]


Error in Ax 2012: The transaction combination Activate item relation Table is not activated 1

This issue comes because of not activating the combinations of inventory transactions for all inventory profiles, specific kinds of activity, and specific inventory profiles. To define combinations; Click Inventory and warehouse management > Setup > Posting > Transaction combinations. 1. Select the Activate inventory profile relation All check box to activate the inventory transaction combinations for all inventory profiles. […]


Error in Ax 2012: The quantity cannot be reduced. The number of inventory transactions on order is too low because the quantity or part of it is referenced by an output order or a production order or is marked against other transactions 2

Steps to repro this error: Create SO with 20 quantities. Perform Picking List with 20 quantities Perform Picking List registration with 10 quantities Perform packing slip with 10 quantities Now, reduce the quantity @ SO line from 20 to 15. System throws the following error message;         […]


Determining Sales price based on Purchase/Cost price for a product in Ax 2012

In one of our implementations we came across a scenario where the user wanted to maintain standard sales prices for items, which will be based on the purchase price of the product and the price, will be inflated by certain percentage. To handle this scenario, Ax provides an option of […]


Alternative Items in Ax 2012

Sometime there are scenarios when the organizations want to maintain/use alternate Items when creating sales orders. This commonly happens when 2 items have very little differences. Access the Released product à Sell fast tab –> Alternative product field group   When to use:  The field determines when this feature will […]


Importance of Change Management Feature in Ax 2012

Change management provides a managed workflow which ensures that purchase orders are locked once they have been approved. The purchase order cannot be changed until the workflow is started. The details for the changes to the purchase orders are stored in a history log. Before getting into the details of […]


Basic Purchase Order Workflow in Ax 2012 3

To configure a simple PO workflow in Ax, refer the following setups and configuration;   Navigate to System Administration > Setup > System Parameters > Number Sequence set the number sequence for Workflow ID               Setup of Batch group: Navigate to System Administration > Setups > Batch Group Create a new […]


Setting up Recurring Free Text invoice in Ax 2012

To set up recurring free text invoice in ax 2012, refer the following steps; Create a free text invoice template Assign it to one or multiple customers Generate recurring invoice Post recurring invoice Detailed steps: – Navigate to Accounts receivables -> Setup -> Free text invoice templates   Assign template […]


Difference between Customer invoice, Free text invoice and Pro forma invoice in Ax 2012

Pro forma invoice – A pro forma invoice is an invoice that is prepared as an estimate of the actual invoice amounts before the invoice is posted. You can print a pro forma invoice for either a customer invoice for a sales order or for a free text invoice.   […]


Use of ‘Consolidate Invoices’ functionality for PO in Ax 2012

In previous blogs, we have seen how to use following Summary update options for sales order invoice posting; Automatic Summary, Invoice account, Order The same process goes with Purchase order posting, though for PO invoice posting, this feature is not available at PO invoicing form and it follows a different […]


Accounting entries for Purchase Receipt & Invoice

Ax 2012 has introduced a major change in the accounting framework for recording the purchase receipts & Invoices. In Ax 2012 the system provides 2 new accounts Purchase expenditure, un-invoiced & Purchase expenditure for product. Purchase expenditure, un-invoiced – This has been introduced as a control account to offset main […]