Calculate total discount on posting Accounts Receivable parameter
This is a quick walk through of the effect of the “Calculate total discount on posting” parameter that you will find in the Accounts Receivable parameters. If you want to […]
Category Archives: Sales and marketing
Trade agreement total discounts setup
This is a quick walk through of setting up total discounts for a customer. With trade agreements this is specified optionally in 3 ways as a singled discount, a tiered […]
Processing a sales order credit
If you need to do a basic credit to a customer and return inventory then you can do that as a negative sales order line in AX. There is a […]
Scrapping an item on return
What you do with an item when a customer returns it will depend on your returns policy and the condition of the item you get back from the customers. In […]
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 […]
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 […]
Ship complete flag in AX2012 R3
There is a check box on the sales order header called Ship Complete that isn’t abled to be selected in a standard sales order. It’s used when the call center […]
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