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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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: 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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The Preamble to Return Orders in Dynamics 365 for Operations

creating return order dynamics 365 for operations

How to create a return order  Dynamics 365 for Operations supports the business case when a customer calls with a request to return goods. This blog shows how to do it through the use of a return order functionality in the Sales and marketing module. The original order is retrieved to create a return. We…

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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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Product Attributes in Microsoft Dynamics AX 2012

product attribute values dynamics ax

Product Attributes is functionality that was introduced to Microsoft Dynamics AX in the 2012 release along with the concept and functionality to use Products, Product masters, and Released products. Product Attributes can be viewed and used throughout the Microsoft Dynamics AX application. The new concept is a useful feature to supply more details about your…

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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…

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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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