Dynamics Ax Learning


How to Remove Un-Marked Transactions, Marked for Settlement in Ax 2012 1

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 […]


Auto-Complete Text in the Windows Client for Ax Users

Ax has an in-built parameter to remember text that user typed in the past and recalled that text when you type it next time in the future. This is a handy tool and minimise your text typing. There is a parameter to turn off this option if you do not like […]


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 […]


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 […]


What is the difference between SSIS, SSRS and SSAS?

SSIS: SQL Server Integration Services (SSIS) is a platform for building high performance data integration solutions, including the extraction, transformation, and loading (ETL) of packages for data warehousing. SSIS is the new name assigned to the component formerly branded as Data Transformation Services (DTS). SSIS (SQL Server Integration Services) is […]


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 […]


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 […]


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 […]


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.   […]