Sales order processing and inquiry workspace
In the new Dynamics AX if you work with sales order then the workspace for sales order processing and inquiry would be handy to get an overview of documents you […]
Author Archives: Lachlan Cash
Post the sales journal periodic function
In a previous post we had a look at the different types of sales orders. One of these was the sales journal in this state the order won’t be processed, […]
Sales order backorder lines lists.
If you are managing sales and customer service you need to be able track the status of different orders, if they have shipped, why they didn’t ship for example so […]
Responsibilities on the customer records
In a previous post we had a look at creating contacts for a customer. Sometimes the default fields might not be enough to setup contacts for the customer. One work […]
Creating a one time customer
Setting up a one time customer can be useful if you do a lot of small transactions and don’t want to clutter up the systems with lots of customers and […]
AR Parameters – Period of validity
When you are looking at the sales order header there is a field called deadline that you might be able to use in your processes. This is setup from the […]
Setting up customer contacts
When working with customers you have a couple of default fields that you can setup to be contacts. To set these defaults you first will need to create some contacts. […]
Customer invoicing workspace
If you have shipped goods to a customer then you probably want to get paid. If you are investigating the new Dynamics AX then the customer invoicing workspace gives AR […]
Released product maintenance workspace
If you are working with items in the new Dynamics AX. Then you might want to explore the released product maintenance workspace which gives you an overview of the status […]
Mark order as voided – sales orders
If you have a load order volume of orders that the customer might cancel you could delete them to avoid having to filter through them. But this data is often […]
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