Defaulting site, warehouse from customer to sales order
How you design your site and warehouse data will mimic how your physical supply chain. You may want to setup defaults on customer record to avoid having the change the […]
Category Archives: Sales and marketing
Sales item lists
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 […]
Intercompany trade setup
There are lots of different complexities with intercompany trade, depending on how you are organized internally, the geographic spread, boarders, types of goods nature of products etc. This video gives […]
Sales note transfer AR parameter
In an earlier post I did an overview of sales notes in AX2012 R3. There was a parameter I didn’t mention in that post that is handy to know about. […]
Search for customers at sales order entry
There was a little search feature that was added in AX2012 R3 that might be handy for sales order entry people search for customers. There is a little setup but […]
Sales line delivery schedules
When working with customers orders the customer may place a large order but want the deliveries done in stages for example a weekly delivery. This video walks through the setup […]
Trade agreement sales price by currency
If you trade with different countries you might want to look at how you setup prices by currency in the trade agreements. This example shows how to setup set the […]
Sales order to collections
Managing sales to through to collections is important for most businesses. This video gives a walk through of the basic concepts of sales order through to collection. This video was […]
Sales agreements setup
Sales agreements was a new feature added in AX2012. AX has always had trade agreements which is the approach to setting up prices and discounts etc. But for having a […]
Managing customer divisions
In a previous post I cover some concepts in how to manage customer branches with address. Customer branch locations with address in sales orders Sometimes this might not be enough […]
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