Dynamics Ax

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 […]

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 […]

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 […]

Credit Card Related Posting Set ups in Retail Ax 2012 1

When using Retail module with Ax, there are specific posting profiles set up for different payment methods. These payment methods can be Cash, Cards, Credit, Gift cards etc. Refer following path to define payment methods; Retail module -> Setup -> Payment methods -> Payment methods     These Payment methods are […]

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 […]

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 […]

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 […]

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!