Ax 2012 Dynamics


How to Remove Un-Marked Transactions, Marked for Settlement in Ax 2012 2

By navigating to Vendor ‘Settle Open Transactions’ or Customer ‘Settle Open Transactions’, you can see some transactions are marked for settlement with red hand sign in “Is marked” column. Un-marking such transactions is only possible by finding the offset transaction and deleting the link. Though it could be a nightmare if […]


How to Open Details Form in Default Edit / View Mode in Ax 1

When you open a record from list page, the default behaviour of record is to open in view mode. In cases where you do a lot of editing, you would like to cut down your no. of clicks. To open a record in default edit mode may save you one […]


Costing Issue in Ax 2012 – Changing Quantity at Purchase Order Invoice Form

A prominent costing issue could lead you in trouble if purchase order invoicing is done (using wrong method) with less quantity against what is physically received. Let’s understand this issue in detail; Let us discuss a scenario – PO is issued with the quantity of 10 iPhone @ Price of […]


How to Edit Number Sequence for Purchase Requisition in Ax 2012 1

While working on one of the requirement, I had to enable Purchase requisition process. While trying to change the number sequence for purchase requisition, I couldn’t find the way. When investigated, I found it is not a company specific but a global set-up (1 sequence for all companies). When you […]


Project Integration Management

This chapter covers key concepts related to Project Integration Management. The knowledge area of Project Integration Management consists of the following seven processes – Project Integration Processes               A project charter Formally authorizes the project. Gives the objectives and business case Identifies the Project […]


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 […]


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 […]


Unit Conversion Types in Ax 2012 2

There are 3 types of unit conversion types in Ax 2012; Standard Conversions Intra-Class Conversions Inter-Class Conversions Standard Conversions – Once define the conversion between two units, it is applicable against all products. Thing to remember here that conversion can be defined only within the units belong to same Unit […]


Recording Realized Profit/Loss from Exchange rate fluctuations in Ax 2012

Before moving ahead let’s understand first what is Realized Profit/Loss. The gain or loss is based on exchange rate fluctuations between the foreign (transaction) currency and the domestic (accounting) currency at the time the payment was received or issued. Take an example where; Company’s accounting currency is USD Purchase order is created and […]