Sales quote list page setup for publishing quote to MS Word
This is part of a step in doing a modification to get a button on the sales quotation list page to allow the operator to generate a sales quote in […]
Author Archives: Lachlan Cash
Sharepoint document library with document handling.
The ability to use SharePoint as a storage location for documents in Document handling was added in the AX2012 R2 release. In prior versions documents could be referenced via URL […]
Setting up sales quotation for access via AIF
If you want to be able to access sales quotation programmatically for example via a web services it’s relatively easy to publish a service. What you do with it from […]
Accounts receivable Free text invoice
If you need to generate an invoice to a customer for miscellaneous product or service then the free text invoice is a useful tool. It’s simple in that you only need to […]
Purchase order entry and management
If you need to manage purchasing Dynamics AX has some good features for planning and execution of purchase from requisitions or purchase from planning. These video give a walkthrough of […]
Purchase order delivery schedule
If you have a large purchase order you may not want to receive all the quantity from the supplier at the one time. Instead you might want to received the […]
Filtering data
Learning how to filter data is important with a business application to learn how to find what you need. Dynamics AX is extremely flexible in what the user is allowed […]
Sharing Excel reports
This is a quick overview of sharing Excel reports SharePoint. This is useful for business analysts that might work with a team and do the extraction of data like sales, […]
Different patterns of Vendor setup
How you work with supplies if often dependent on your own internal organization structure. This video discusses some of the concepts for managing vendors and how you setup their master […]
Calling a customer service from a .NET app
This is a sample calling into a custom service from a .NET application. This is an example to show the basic concepts. Cheers Lachlan
OrganicAX 