Codes, Codes, Codes… Commodity Codes in Dynamics 365!

assign commodity codes D365 D365Dynamics 365

There are so many codes to be concerned with! Some codes are pre-determined and  are a part of a system used for freight, tariffs, taxes, import/export, etc. Today, the focus is on Commodity Codes, specifically. A quick Bing search (ok, ok – Google) of ‘commodity codes’ reveals multiple data sources.  Two sources are primary.  First…

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SOS: Dynamics AX is Slow! – A Look at Dynamics AX Performance Issues

6 Areas of AX Performance

Troubleshooting your Microsoft Dynamics AX performance issues can be difficult. There are many factors that play a role in system performance, and often times there is more than one cause. When diagnosing your system, you must look at it as a complex problem and review the entire stack of potential issues that could be leading…

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Managing Customer Buyback with Working Loss in Dynamics 365/AX

buyback working loss group

Today we will dive into a specific use case we often encounter in the world of Plastics manufacturing.  Microsoft Dynamics ERP (whether it is Dynamics 365 for Finance and Operations or prior Dynamics AX versions) handles this business practice relatively well yet there are some gaps in the functionality which have been filled by the…

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AXUG Focus Review: Quality Content, Growing Attendance, and More!

AXUG Focus 2018 Project WIP session

We had a chance to spend a few days at AXUG Focus last week in Indianapolis while also providing seven sessions for the nice folks at the conference. Here’s what we learned: Attendees We were happy to see that the attendance levels of these Focus events continue to climb. It was obvious that the users…

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Dynamics 365 Payroll Calculation Frequencies Explained

Payroll calculation frequency

Let’s admit, Payroll Calculation Frequencies, available in Dynamics AX 2012 R2 and R3 as well as Dynamics 365, can be confusing!  However, once they have been mastered or demystified, they will be a friend for life! The pre-requisite to creating and using Payroll Calculation Frequencies, which may add to the confusion, are the Pay Cycles. …

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Dynamics 365 Employee Performance Review Time!

Human Resources Performance Dynamics 365

Oh No!  Performance Review Time again! Don’t dread performance review time.  Use Microsoft Dynamics 365 for Finance and Operations Performance Tracking to make the annual task simple and enjoyable. In Dynamics AX 2012, by creating goals, discussions and rating models, employee performance tracking is no longer a painful task. Improvements in Dynamics 365 have taken…

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Dynamics 365: Organizational Hierarchy

Organization Hierarchies in Dynamics 365

Establishing organizational hierarchies in Dynamics 365 for Finance and Operations, Enterprise Edition (aka formerly Dynamics AX) provides companies with the flexibility to establish different structures outside of their legal setup. A hierarchy can be created and used for policies, budget planning, reporting structures, approvals or financial internal reporting. Below is an exploration of creating an…

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Dynamics 365: Jobs and Positions for Your Organization

Dynamics 365 Human Resources job

Establishing your company’s organizational hierarchy is an important part to your Human Resource implementation in Dynamics 365 for Finance and Operations, Enterprise Edition (the artist formerly known as Dynamics AX). Once completed, the structure can be used for tracking your org. chart, route timecards, route expense reports, utilize the payroll module and more. In order…

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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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