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 […]
Category Archives: Accounts receivable
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 […]
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 […]
Management of sales – multiple deliveries – partial ship – non-wms
In a post the other day we had a look at partial shipments and managing the sales order, delivery and invoice for different patterns of you might do each of […]
Creating a coupon for a discount and using on a call center sales order
One method of encouraging customers to place and order is buy offering an discount. How could communicate that discount could be done in a coupon. Perhaps you email the customer […]
Management of sales – multiple deliveries – partial ship – wms
In sales, shipping you often have a lot of variation in working with customers some want partial shipments, others only want full shipments. Sometimes you might not have full stock […]
Sales return order – charges on disposition codes
In a previous post we looked at setting up charges for a return order based on reason codes. You can also setup charges based on disposition codes. Here is a […]
Sales return order – reason code charges
When you are processing return orders you might want to created charges based on specific conditions like a re-stocking feed for miss ordered goods by the customers or a repair […]
OrganicAX 