Creating a category based purchase order in AX7
Purchased orders can be entered with two main line types based on an item or based on a category. With the new UI in AX7 there are a few ways […]
Monthly Archives: September 2016
New released item in AX7
The process of creating a released item is basically the same in AX7 if you are familiar with AX2012. With the new UI we have some new options of how […]
Vendor invoice with working, matching test and posting to GL
In a previous post we had a look at a vendor invoice with approval workflow and invoice matching. Now while that invoice is sitting in the system for approval it […]
Vendor invoice with workflow and matching test
I’ve done a post in the past about pending vendor invoices and the basic flow. You can add some more control to that flow with invoice matching and workflow. For example if […]
Operation at different steps in a route with different resources
This question come at a new customer recently. It’s been a known issue in AX2012 and it’s something you can work around but causes confusion when you first come across […]
Generate from template on the customer list page
There is a button on the customer list page and details page called generate from template. This can be quite handy to use if you want to populate some data […]
AP Parameters – Match invoice totals
Another check that you can employee if you are doing invoice matching is to check the total of the invoice. If you have many lines then it might be a […]
Creating a sales quote with Word
I did a few posts a while back on setting up AX to open a word document. In that I provided a link to the word document for the quote […]
AP parameters – match price totals
In a previous post we had a look at the unit price match. You might want to have another check for the price total. This could be handy to pick […]
AP parameters – display unit price match icon
If you have turned on invoice matching you might first want to look at the unit price. For example you can set a price tolerance for all invoices to match […]
