Basic return order process
This is a quick walk through of processing a return order as a basic flow. The process will vary in many different ways based on how you want to handle […]
Category Archives: Accounts receivable
Steps to configure Azure ACS claims Enterprise Portal
If you are looking to configure the claims based enterprise portal with Azure ACS you might find these sequence of posts worth working through as there is a reasonable amount […]
Configuring User Request Workflow for Claims users
If you want to configure AX portal to use for external users you probably want to have a way to avoid you staff doing too much work managing the users […]
New Customer Setup with Portal Admin Access
I previous post I covered the flow of setting up a new vendor with portal admin access. This is the similar flow but on the customer side. Once the portal admin […]
Customer Portal Administrator adding new users for their organization
I did a post on creating a new Vendor and setting up a new admin for the vendor organization to use the Vendor Portal. This is a variation but on […]
New Vendor setup with Portal Admin access
This is a quick walk through of an example of setting up a vendor with vendor portal access. The contact you initially setup would then be considered the admin for […]
Direct delivery flag on released item
In a distribution business you might have a mix of items that you inventory and bring in-house in your warehouses. There might be other items that are specialized or you […]
Sales line discounts in trade agreements
There are quite a few different ways and options for handing sales discounts. One of then is the line discount in trade agreements. This is a quick walk through of […]
Enable price details in AR and AP parameters
There was a lot of new functionality added in AX2012 R3. There were quite a few pricing, discounting and the new trade allowance functionality. There is a handy parameter on […]
Archive sales order
I did a post yesterday about the process of invoicing orders through the call center process. There was a feature added in AX2012 R3 to archive sales documents into a […]
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