Ax Dynamics


Set Up to Restrict Quantity Change at Purchase Order Invoice Form in Ax 2012

This blog is in continuation of following blog where we spoke about costing issue if quantity is changed at purchase order invoice form; http://dynamicsteaching.com/costing-issue-in-ax-2012-changing-quantity-at-purchase-order-invoice-form/ To restrict changing the quantity at PO Invoice form at lines level, refer the following set up; Accounts payable – Set up – Accounts payable parameters […]


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

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;         […]


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 […]


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 […]


How to Create Journal Name for Different Journal Types in Ax 2012

We have seen scenarios when we want to create a new journal but since there is no journal linked with the respective journal, we can not go ahead unless we create a new journal for the same. For example, In my newly created company, I want to create a General […]


Inventory Dimensions in Ax 2012

Inventory dimensions in Ax 2012 now consist of 3 classifications: Product Dimension Storage Dimension Tracking Dimension Product dimension: can be referred to a dimension group that mainly focuses on the physical attributes of the product; major constituents: Size Color Configuration Since a product (item) is treated as a the lowest […]


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.   […]


Vendor Prepayment in Ax 2012

Vendor Prepayment is a scenario where the organization agrees to pay certain/full amount of purchases in advance to the vendor.  In Ax 2012, Prepayment process is as follows: Create a PO Mark the PO a prepayment Post a Prepayment Invoice Post a Payment entry Settle the Payment against the Final […]


Cancellation of Check Payment transaction in Ax 2012

There are scenarios in business where payment made by check but later on payment entry to be reversed or cancelled. Refer the following video to see how check payment transaction is cancelled in Ax 2012;   Related links, http://dynamicsteaching.com/vendor-payment-by-check-in-ax-2012/ http://dynamicsteaching.com/verifying-transaction-posted-against-check-payment-in-ax-2012/   Happy Learning!


Verifying transactions posted against check payment in Ax 2012

In continuation of the following video where we shown how check payment process works in Ax 2012; http://dynamicsteaching.com/vendor-payment-by-check-in-ax-2012/ Let’s verify posted transactions against the Bank a/c and Vendor a/c;   Happy Learning!