Sales order processing and inquiry workspace
In the new Dynamics AX if you work with sales order then the workspace for sales order processing and inquiry would be handy to get an overview of documents you […]
Category Archives: Sales and marketing
Post the sales journal periodic function
In a previous post we had a look at the different types of sales orders. One of these was the sales journal in this state the order won’t be processed, […]
Sales order backorder lines lists.
If you are managing sales and customer service you need to be able track the status of different orders, if they have shipped, why they didn’t ship for example so […]
Responsibilities on the customer records
In a previous post we had a look at creating contacts for a customer. Sometimes the default fields might not be enough to setup contacts for the customer. One work […]
Setting up customer contacts
When working with customers you have a couple of default fields that you can setup to be contacts. To set these defaults you first will need to create some contacts. […]
Mark order as voided – sales orders
If you have a load order volume of orders that the customer might cancel you could delete them to avoid having to filter through them. But this data is often […]
Automatic reservation on sales
Reservations are always tricky systems to implemented both in a inventory system and in the physical management of the goods. What do you do if you have limited stock and […]
Using item tracing to view where a product was purchased and sold
If you work with items and specifically batch items then you are using batch to identify the product. This can then be used to trace where the product came from […]
Sales shipment deviation
If you are looking for statistics about when you promised you would ship and orders to a customer and when you actually did then there is a nice inquiry screen […]
Sales transaction log – customers
In sales and marketing there is a transaction log capability that allows you to track details related to the sales and marketing module. Now there is also a couple of […]
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