TAM – Setting up a fund usage
If you are looking at setting up fund as a amount set aside to trade a trade promotion then you can use a fund code to help you filter or […]
Category Archives: Sales and marketing
TAM – Creating a trade allowance agreement for off-invoice
If you distribute items good change you use discounts at times to promote sales, move old lines etc. With the trade allowance agreements you can use an off-invoice agreement to […]
TAM – Merchandise cost calculation
If you are looking at using the trade allowance management then it has some additional analysis details that you can use to track the effect of your promotion. One example […]
TAM – Creating a new customer category hierarchy
If you are looking to setup trade allowance management then one thing you will do is create a grouping mechanism called the customer category hierarchy. This allows you do define […]
TAM – Creating a new customer category hierachy
If you are looking to setup trade allowance management then one thing you will do is create a grouping mechanism called the customer category hierarchy. This allows you do define […]
Restock fee on sales return disposition codes
In a previous post we had a look at changes on sales return disposition codes. I had a question the other day about how to setup a tiered set of […]
Basic sales order to invoice flow in AX7
If you have been working with AX for a while you will likely know the basic flow of a sales order. If you are new to AX it’s handy to […]
Sales price model – contribution ratio
Sales pricing is a complex process to work out what you can sell a product for to recover your variable and fixed costs. You will have to do this analysis […]
Generate from template on the customer list page
There is a button on the customer list page and details page called generate from template. This can be quite handy to use if you want to populate some data […]
Creating a sales quote with Word
I did a few posts a while back on setting up AX to open a word document. In that I provided a link to the word document for the quote […]
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