Posts Tagged ‘Accounts Receivable’

Drop Shipments & Field Operations

Drop Shipments and Field Operations Dynamics 365

More than any other industry, firms engaged in Field Operations deal with drop shipments almost every day. Direct shipments to customer sites are a common practice for these firms. So what’s the problem? The problem is that this is a functionality gap in most vertically focused ERP systems. Causing problems with: Inventory Reconciliation Inventory Cycle…

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Field Operations & Trade Agreements

Field Service Trade Agreements Dynamics 365

Field Operations firms understand that service contracts can have twists and turns based on things like service call frequency and counts, multiple pricing tiers, overlaid effective dates – and it can be made even more complex when customers enter into a multiplicity of service arrangements around separate products and projects. And guess what? Your vendors…

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General Journal Import in Microsoft Dynamics AX 2012

General Journal Import in Microsoft Dynamics AX

Today we will discuss the persistent challenge common with many Dynamics AX implementations. On numerous occasions, a requirement exists to import financial transactions from external sources (for example, 3rd party payroll service). Dynamics AX 2012 provides standard functionality to setup the data load option using Data Import/Export Framework (see the MSDN blog posting with instructions https://blogs.msdn.microsoft.com/axsupport/2014/07/17/importing-a-general-journal-using-data-importexport-framework-ax-2012/).…

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Microsoft Dynamics AX 2012 Financial Dimensions in Sales and Purchase Agreements

The financial dimensions and chart of account structure in Microsoft Dynamics AX 2012 have been significantly redesigned since AX 2009 days. The financial dimensions framework is very flexible and introduces many new concepts and features: system defined dimensions are available to be directly linked to the sub ledger master data. A sales/purchase agreement is the…

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Microsoft Dynamics AX 2012 R3 – Direct Delivery

direct delivery sales order dynamics ax

Drop Shipment (or Direct Delivery) is a supply chain model allowing companies to deliver goods directly from vendor to customer.  This is a common methodology used in a variety of industries, including fulfilment and distribution as well as by many manufacturers. By using the following process in Microsoft Dynamics AX you can create an order…

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Microsoft Dynamics AX 2012 R3 Deductions Included in Customer Payments

sales and purchase price trade agreements in Microsoft dynamics ax 2012

Sometimes a payment is received from a customer that is for an amount that is not equal to the amount billed. The customer may have applied a discount incorrectly or the reason for the reduced amount is not identifiable at the time of payment processing. As a result, one or more invoices are short paid,…

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Sales and Purchase Price Trade Agreements in Microsoft Dynamics AX 2012

sales and purchase price trade agreements in Microsoft dynamics ax 2012

In Microsoft Dynamics AX 2012 the Trade Agreements feature allows predetermined pricing agreement prices to be automatically populated on the sales order or purchase order line. This document will also discuss groups which can be used to simplify and expedite the Trade Agreement creation process. Sales Price and Purchase Price Trade Agreements 1. In order…

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Wrong customer payment and invoice reversal in AX 2012

new payment journal in dynamics ax

Sometimes, due to a clerical error, an invoice has been created and a payment applied to the wrong customer account. The following are the steps that should be followed in Microsoft Dynamics AX 2012 for the scenario where an invoice was posted to one customer account and you want to move that invoice to a…

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