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Author Archives: Lachlan Cash

Purchase agreement creation

November 7, 2014by Lachlan Cash Leave a comment

Purchase agreements are something you might establish with suppliers for blanket purchases or just to establish a price or terms registration. This is a quick video to walk through the […]

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Accounts payable, Procurement and sourcing

Task Recorder – parameters setup

November 5, 2014by Lachlan Cash Leave a comment

If you are starting to play with the new task record in AX2012 R3 there is a couple of parameters that you need to configure. This video gives you a […]

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Infrastructure, Lifecycle Services

Task Recorder Setup – Media player

November 5, 2014by Lachlan Cash 2 Comments

If you are starting to play with the new task recorder in AX2012 R2 CU7 through to it being standard in AX2012 R3 you will notice that it has a […]

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Infrastructure, Lifecycle Services

Export to Excel

November 5, 2014by Lachlan Cash Leave a comment

Export to Excel is a ubiquitous feature you can find on any form in AX. While some forms have a button that is usually on the  main tab of a ribbon on a […]

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Business intelligence, Infrastructure

Document handling archieve directory not found

November 3, 2014by Lachlan Cash Leave a comment

This is a quick walk though of what to look for in the setup of document handling if you try to attach a document to a record in AX but […]

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Infrastructure, User tips

Setting up cues from a users perspective

November 3, 2014by Lachlan Cash Leave a comment

Cues are a handy feature if you are using even basic role centers. They require creating just a basic filter of the data that you want to monitor. This video […]

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Business intelligence, User tips

Accounts payable non-po invoice

November 2, 2014by Lachlan Cash 2 Comments

There are a number of ways to enter AP invoices in AX2012 and it depends on what amount of data you want to capture or what process you want to […]

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Accounts payable

General ledger calendar

November 2, 2014by Lachlan Cash Leave a comment

In AX2012 the financial calendars were changed to be shared data so if you have multiple legal entities you can minimize the data administration. The control is still at a […]

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General ledger

Expense management with policies enabled

October 29, 2014by Lachlan Cash Leave a comment

Policies are useful features for controlling processes. Expense management has a policy feature to enabled messages to help implement corporate spending policies. This video gives an overview of an expense process […]

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Expense and travel

Sales item lists

October 29, 2014by Lachlan Cash Leave a comment

When working with sales orders you can copy lines from previous orders. If you have customers that order common patterns of items there was a feature added in AX2012 R3 […]

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Sales and marketing

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