Dynamics 365 – The Power to Edit Cash Discount Date is Here!

due date parameters

The information detailed in this blog has been available since last year yet worth mentioning for the inquiring minds in the Dynamics 365 For Finance and Operations community. New with the release 8.1, the vendor and customer transactions can be edited for due date and discount date when setting a simple parameter. Accounts Payable The…

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How to Include Customer Deposit on a Sales Invoice in Dynamics 365

customer posting profiles

A customer recently sent us an inquiry on how to display a customer deposit on non-project invoices and we thought it would be beneficial to share this use case with the Dynamics community. Here is the user scenario we are dealing with.  The material sales division creates non-project invoices from sales orders.  Two loads were…

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Dynamics 365 – AR Settlement Process Improvements

Transaction Settlement Dynamics 365

Settlements in Microsoft Dynamics 365 for Finance and Operations can be aggravating, especially when the payments do not nicely match up to the invoices.  Even worse, is when multiple payments have been received for one invoice!  Aarrrggghhh! Well not anymore!  (Applause, applause!) – Microsoft has heard the complaints, moans, and groans and have done something…

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Dynamics 365 – How cool is that! Customer and Vendor Payment Workspaces

Customer Payments Workspace in Dynamics 365

Dynamics 365 for Finance and Operations has done it again! Take a look at the functionality of the Workspaces! Basically, they have taken some of the key functionality from specific modules and created these awesome workspaces, which allow a worker to efficiently perform various job functions without having to leave the comfort of the workspace.…

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Dynamics 365: Drop Shipments & Field Service

Drop Shipments and Field Operations Dynamics 365

More than any other industry, firms engaged in Field Service 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 Service & Trade Agreements

Field Service Trade Agreements Dynamics 365

Firms with extensive field service offerings 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…

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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 fulfillment 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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