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Author Archives: Lachlan Cash

TAM – Merchandise cost calculation

April 20, 2017by Lachlan Cash Leave a comment

If you are looking at using the trade allowance management then it has some additional analysis details that you can use to track the effect of your promotion. One example […]

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Sales and marketing

Creating a link in a workspace

April 19, 2017by Lachlan Cash Leave a comment

When you are working with workspaces it’s handy to be able to customize links to functions that aren’t on the standard workspace so you can tailor what you need for […]

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User tips

Registered not received purchase orders

April 19, 2017by Lachlan Cash Leave a comment

One of the things to get familiar with when learning a new business application is the status of documents and transactions. One example is inventory status when receiving inventory on […]

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Procurement and sourcing, Product information management

Azure access control features moving to Azure AD

April 18, 2017by Lachlan Cash Leave a comment

There is a feature in AX2012 that allows you to setup enterprise portal and use the Azure access control as a middle man to your identity providers.  This was handy […]

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Security management

TAM – Creating a new customer category hierarchy

April 18, 2017by Lachlan Cash Leave a comment

If you are looking to setup trade allowance management then one thing you will do is create a grouping mechanism called the customer category hierarchy. This allows you do define […]

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Sales and marketing

TAM – Creating a new customer category hierachy

April 18, 2017by Lachlan Cash 1 Comment

If you are looking to setup trade allowance management then one thing you will do is create a grouping mechanism called the customer category hierarchy. This allows you do define […]

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Sales and marketing

Productions report

April 17, 2017by Lachlan Cash Leave a comment

The productions report is  handy if you want a paper based report to list out the overall state of operations on a production. It lists the current state of materials […]

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Production control

Cost administration workspace – all released products with no active cost

April 17, 2017by Lachlan Cash Leave a comment

When you are setting up items there couple be multiple people involve in the configuration of the data. Usually at least one for the optional side and one for the […]

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Cost administration

Production overview inquiry

April 16, 2017by Lachlan Cash 2 Comments

In a previous post we had a look at the production overview report. If you want similar information in a form you can navigate and investigate the data then you […]

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Production control

Pinning environments to Dynamics Home

April 16, 2017by Lachlan Cash Leave a comment

The Dynamics Home is a feature that allows you to collect your organizational applications in one place to allow you to find them. Think of it as bookmarking or saving […]

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User tips

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