Setting up a configurable product
If you need the flexibility of stocking products that vary based on what the customer wants then a configurable product is maybe something you are interested in. There are degrees […]
Monthly Archives: September 2014
Sales tax settlement periods–new period button
This is one I forget as you don’t have to use this form that often but when setting up new Sales tax settlement periods the “New period” button is placed […]
Period requirement in master planning
Master planning is a complex module and that really extends from the real world in that there are a number of variables that a planner has to juggle. Setting up […]
Accounts receivable collections
Collecting accounts receivable and managing that cash cycle is important for any business. Dynamics AX has a good foundation of functionality to build collections processes around. This video gives a […]
Disabling an XDS policy
In a previous post https://organicax.com/2014/09/10/xds-policy-usage-example-with-customers/ I walked through some of the experience of having an XDS policy enabled. If you are just playing around and want to disable it, this […]
XDS Policy usage example with customers
This is a quick walk through of using the XDS policy system and it’s affect through AX. In this example the policy was created in an example in an earlier […]
XDS Policy setup for filtering customers
The XDS policy framework was added in AX2012 to provide a replacement to the venerable record level security system in Dynamics AX. XDS gives new capabilities but does come with […]
Sales quote document type setup
This video is part of a series to publish the sales quotation to MS Word. To do this you will need the AIF web service published and create a template […]
Sales quote list page setup for publishing quote to MS Word
This is part of a step in doing a modification to get a button on the sales quotation list page to allow the operator to generate a sales quote in […]
Sharepoint document library with document handling.
The ability to use SharePoint as a storage location for documents in Document handling was added in the AX2012 R2 release. In prior versions documents could be referenced via URL […]
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