Customer branch locations with address in sales orders
Setting up and managing customer data is something that you make decisions about in the initial implementation and have to revise as business processes change. This video gives an overview […]
Category Archives: Sales and marketing
Customer portal user setup.
Setting up a user to access the customer portal will vary based on how you want to authenticate the users logging onto the portal. There are a number of options […]
Sales quote document type setup
This video is part of a series to publish the sales quotation to MS Word. To do this you will need the AIF web service published and create a template […]
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 […]
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 […]
Sales price setup basics
There are many different ways to set a price in AX depending on a number of different factors, time, groups, quantity breaks etc. This video gives a quick walk through of […]
Decimals, prices, UoM, currency, rounding
This post is probably one of a series that I wanted to use to explain some fundamentals of AX that might turn into a whitepaper for some guidance on implementation […]
Sales order to collections
Controlling the credit you are extending to your customers is a big part of managing your cash flow and making sure debts don’t go out too long that they are […]
Creating a new product and setup for sale and purchase
The purchasing managers, category buyers, sales marketing team all have different inputs to what assortment of products are cataloged for sale. The setup of an item encapsulates the business rules […]
Sales order line management
The job of the sales order entry person is a difficult job, you have to know the products a company is selling, deal with impatient customers on the phone, deal […]
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