Dynamics Ax


Periodic Journals in Ax 2012

During the course of business there are various scenarios where the users have to pass same journal entries on a periodic basis. This means that at the end of a specific period a specific transaction will re-occur, so to avoid re-creation of journals every time the transaction occurs Ax provides […]


How to cancel Posted Product receipt for Purchase Order in Ax 2012 1

If you have posted a packing slip but you want to abort it, there is a way here. In the following screen print, PO is packing slip posted;               To cancel the Product receipt, click on the above mentioned highlighted menu ‘Product receipt’. System […]


Error: The transaction on voucher do not balance as per dd/mm/yy (accounting currency: xx -reporting currency:xx) in Ax 2012

There is a very common error we encounter when posting PO invoice;               To resolve this issue, please check if vendor posting profile is correctly setup in Accounts payable parameters form. To check the setup, navigate to; Accounts payable -> Setup -> Accounts payable […]


Error: Account number for transaction type Purchase expenditure for product does not exist in Ax 2012

When posting a purchase order invoice, I faced the an issue where system throws the following error message;                 When checked thoroughly, it was found that error message was because of ‘Chart of Accounts’ not linked to ‘Account structure’. To link ‘Chart of […]


Error: Account number for transaction type vendor balance does not exist in Ax 2012 1

When posting a purchase order invoice, I faced an issue where system throws the following error message;                     When checked thoroughly, it was found that error message was because of ‘Chart of Accounts’ not linked to ‘Account structure’. To link ‘Chart […]


Creation of a New Product using Product Template in Ax 2012

In case of, you want to use a predefined template to create a new product/item, refer the following steps; Navigate to Product information management -> Common -> Products -> Released product Select an existing item & double click on it or click edit Click menu Product -> New -> Template […]


Creation of a new Vendor by using Vendor Template in Ax 2012

In case of you want to use a predefined template to create a new vendor, refer the following steps; Navigate to Accounts payable -> Common -> Vendors -> All vendors Select an existing vendor and double click Select any field, right click and select ‘Record info’ Click button ‘User template’ […]


Vendor code… is not authorized for…in Dynamics Ax 2012

At PO lines, we generally face this issue where system pop ups the following message;         To resolve this issue, navigate to; Product information management -> Common -> Released product details form -> Select an item & click Edit -> Select Fast tab ‘Purchase’       […]


How to Share Chart of Account in Multiple Companies in Ax 2012

A very straight solution to this query is to have common CoA linked to companies you want to share the CoA.   To understand the end to end process, refer the following steps; Start with a new company creation, for example named as ‘DYTE’ Create a new CoA header by […]


How to delete a Posted Trade Agreement Journal in Ax 2012

Post a new trade agreement journal by navigating to Sales & Marketing -> Journal -> Price/Discount Agreement Journal. Steps: Click New Go to Lines Create a new line with the combination of Vendor and Item Post the journal. Refer the screen print; Once journal is posted, again navigate to Sales […]