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…

Read More

Purchase Order Lead Times in the Field

Purchase order lead times in field operations

What could be worse than one of your field service workers arriving on a customer’s site without the parts they need to complete the task?  Especially if it’s a regularly scheduled, routine task.  With all of this talk about ‘just in time’ inventory as a way to improve cash flow, most don’t realize that without…

Read More

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…

Read More

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…

Read More

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…

Read More

Site and Warehouse Defaults for Order Lines in Microsoft Dynamics AX 2012

sales order defaults dynamics ax

When creating a Sales or Purchase order, Microsoft Dynamics AX 2012 (AX) can auto populate Site and Warehouse information on the order header and lines. Today we will discuss the business logic hierarchy of how the Site and Warehouse fields are filled in on Sales or Purchase orders (and associated order lines). Site and Warehouse…

Read More

Microsoft Dynamics AX 2012 Accounts Payable Invoice Registration and Invoice Pools

creating invoice dynamics ax 2012

Invoice registration in Microsoft Dynamics AX 2012 is used to record the arrival all vendor invoices received by your organization which then allows the invoice to be transferred to the invoice pool, giving an opportunity to approve the invoice before it becomes an official accounts payable.  Described below is the AX 2012 process of registering…

Read More

Procurement and Sourcing: Alternative Items in AX 2012 R3

Request for quotation details dynamics ax

As a purchasing agent, you might want to know about available alternate items or services when working with a Request for Quotation (RFQ). A new feature has been released in Microsoft Dynamics AX 2012 R3  for both AX client and vendor portal. If the requester allows it, all vendors can submit an alternate item on…

Read More

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…

Read More