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Category Archives: Sales and marketing

Product configurator access via the sales portal

September 16, 2016by Lachlan Cash Leave a comment

The constraint based product configuration capabilities have improved a lot over the releases of AX2012. One of those capabilities was the ability to use the constraint based configurator over the […]

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Product information management, Sales and marketing

Field ‘Contact Id’ must be filled in when assigning a campaign to a source code

July 22, 2016by Lachlan Cash Leave a comment

When you are setting up a catalog for a call center and you are going to use source codes. A source code can be associated with a campaign. If you […]

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Retail, Sales and marketing

Basic inventory unit handling for sales

April 29, 2016by Lachlan Cash Leave a comment

In a previous post we had a look at setting up the units of measure for a new item and the effect on the purchase and inventory on-hand. When selling […]

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Product information management, Sales and marketing

Delivery reason code on sale order.

April 22, 2016by Lachlan Cash Leave a comment

If you want to print some additional information on the packing slip for why the shipment was entered then you could use the delivery reason code. This is setup in […]

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Accounts receivable, Sales and marketing

AR Parameters – Fulfillment rate, Fulfillment violation messages

April 11, 2016by Lachlan Cash Leave a comment

In a previous post we had a look at partial shipments. If you are using release to warehouse from the sales order and you want to control fulfillment rates then […]

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Accounts receivable, Sales and marketing, Warehouse management

Listing sales order lines

April 10, 2016by Lachlan Cash Leave a comment

There are lots of lists in AX that let you list sales orders from a head perspective. From which you can see the lines. If you want to just list […]

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Sales and marketing

Stopped for sales order – default order settings

April 7, 2016by Lachlan Cash 3 Comments

If you are working with sales order and want to control is an order is stopped there are a few options with the order holds, or stopping the lines. If […]

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Product information management, Sales and marketing

Receipt date is not valid on customer calendar

April 7, 2016by Lachlan Cash Leave a comment

If you are entering a sales order and change the receipt date on the line and receive a message The entered receipt date mm/dd/yyyy is not valid because it is […]

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Sales and marketing, Supply chain planning

Do not process flag on sales order

April 6, 2016by Lachlan Cash 5 Comments

In a previous post we had a look at the stopped flag on the sales line. Another variation of controlling an order from being processed is the do not process […]

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Accounts receivable, Retail, Sales and marketing

Stopped flag on the sales order lines

April 5, 2016by Lachlan Cash 4 Comments

On the sales order line there is a flag that you can set which is called stopped. This is handy because it allows processing of that line to be hidden […]

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Sales and marketing, Warehouse management

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