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Category Archives: Sales and marketing

Sales return order – replacement order example 1

February 17, 2016by Lachlan Cash 2 Comments

If you sell goods likely there are sometimes issues and you want to have a process of returning good. Sometimes you might just return for credit other times you might […]

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Accounts receivable, Sales and marketing

WMS reserving on sales or warehouse

February 9, 2016by Lachlan Cash 3 Comments

When you use the new warehouse functionality in R3 then you will have to consider the effect of when you reserve inventory and your business processes. You can do this […]

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Sales and marketing, Warehouse management

Using the approval on a Royalty agreement.

February 8, 2016by Lachlan Cash Leave a comment

If you use a Royalty agreement then you might want to use the approval option to allow you to review the claims before you process and pay them. Here is a […]

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Accounts payable, General ledger, Sales and marketing

Changing a Royalty agreement.

February 8, 2016by Lachlan Cash Leave a comment

If you have a royalty agreement setup then it will be lock for changes. There are a few conditions that will allow you to change it. Here is a quick walk […]

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Accounts payable, General ledger, Sales and marketing

Royalty agreement process

February 7, 2016by Lachlan Cash 1 Comment

In a previous post we walked through the process of setting up a royalty agreement. Once you have the agreement setup then the process encompasses posting sales invoices, processing royalty claims, accrual, […]

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Accounts payable, General ledger, Sales and marketing

Setting up a Royalty agreement

February 7, 2016by Lachlan Cash 4 Comments

If you sell products that you need to collect and pay a royalty to someone then AX has a reasonable piece of functionality that you can use. AX allows you […]

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Accounts payable, General ledger, Sales and marketing

Released item alternative product

January 6, 2016by Lachlan Cash Leave a comment

Sometimes you might want to use an alternative product when you are phasing out an item or when you don’t have inventory on-hand for the item. You can change the […]

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Product information management, Sales and marketing

External item description sales

September 16, 2015by Lachlan Cash 2 Comments

In a previous post I did an overview of external item number setup for purchase. This is the other side for sales. This is handy if they customer has asked […]

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Accounts receivable, Product information management, Sales and marketing

Change customer party association

September 3, 2015by Lachlan Cash Leave a comment

If you need to restructure you global address book party records or change because the customer organization has changed or because a mistake was made then you have the ability […]

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Accounts receivable, Global address book, Sales and marketing

AR Sales Origin

August 20, 2015by Lachlan Cash Leave a comment

This is a quick walk through how the sales origin field works in AX2012. You can use this for analysis purposes for being able to see what method orders are […]

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Accounts receivable, Sales and marketing

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