Dynamics Ax Training

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 […]

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 […]

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;         […]

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 […]

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!

How to settle open vendor transaction by using ‘Settle open transactions’ form in Ax 2012

If you want to settle open vendor transactions, you can use ‘Settle open transactions’ form.   In the following example, we have 2 open transactions against a vendor; 1st, credit transaction with an amount of 150 against an open purchase invoice to be paid 2nd, debit transaction with an amount […]

What are inventory models in Ax 2012

There are many inventory model options available in Ax. Companies select inventory model of their choice based on their business nature. Let’s have a look on available inventory models in Ax and their meaning;                 In the following example, we can understand how […]