Automatic reservation on sales
Reservations are always tricky systems to implemented both in a inventory system and in the physical management of the goods. What do you do if you have limited stock and […]
Author Archives: Lachlan Cash
Employee Self Service Workspace
In the new Dynamics AX the employee self service workspace serves as a central place to do common functions that an employee might have to action, related to HR, expense […]
Pricing and discount management workspace
If you are working with the retail functionality in the new Dynamics AX then the pricing and discount management workspace might be handy as it gives you a central place […]
Intercompany master planning.
If you have multiple companies in your organization and you manage inventory between them under various scenarios then you might want to explore the intercompany master planning. There are two […]
Effect of approving a planned order
If you are working with master planning you can work with multiple plans. If you have a planned order that is generated in a plan then if you run a […]
Master Planning workspace
One of the new workspaces in the new AX is the master planning workspace. It’s a handy grouping of some of the common functions you can dig through the menu’s […]
Telephone list and company directory
There are often numerous ways to find contact information in an organization. It could be in your email system but usually it will come from a database somewhere. In AX […]
Using the filter button in the Excel add-in.
In a previous post we had a look at adding a new record into Dynamics AX. When you are working with data you can filter the records in Excel or […]
Add a new record from the Excel add-in for the new Dynamics AX
In a previous post we had a look at the new Excel add-in. This has always been a great tool for getting data in and out of Dynamics AX. With […]
Export to Excel vs Open in Excel in the new Dynamics AX.
If you are starting to work with the new Dynamics AX there are some nice updates to the Excel integration. You still have the basic export to excel download which is […]
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