Create new spreadsheet for price discount journal maintenance
In a previous post I walked through the basic actions of using the edit in Excel for the price discount agreement journals. As I mentioned there I had to create […]
Category Archives: Sales and marketing
Edit Price Discount Agreement journals in Excel
In previous post I did a quick overview of how to setup the service so you can use the Edit in Excel capability of the price discount agreement journals. In […]
Price Discount Agreement journals edit in Excel Setup
There is a handy feature when you do a lot of editing of price discount agreement journals and you want to be able to use the flexibility of Excel. When […]
Sales order – Subscription
In a post the other day I mentioned about the different types of sales order and subscription being one of those. This is a handy process for orders that are […]
Sales Order Type (SalesType)
When you create a sales order you can select an Order Type (SalesType). There are a few options here Journal You can use a journal as a draft sales order. […]
Accounts Receivable Parameters – Order type
When you create a sales order it’s defaulted to an Order Type. This type is defaulted from the Accounts Receivable parameters. You can find this under the General\Sales tabs. […]
Trade agreement line discounts
Using discounts to encourage customer to purchase more or keep existing customers is part of the life of selling goods. AX allows you a few variations on setting up discounts. […]
Sales quote line price simulate
There is a handy feature on the sales quote line to allow you to do some manipulation of the price and discount to see the effect of the numbers. It […]
Deleting a trade agreement
This is a quick overview of how to delete a trade agreement. In this example it’s a sales discount but same applies for any sales or purchase price/discount agreement line. […]
Accounts receivable parameters – Discount
In the Accounts receivable parameters we have a parameter called Discount. There are 6 options for this which has an implication on how the discount is calculated on the sales […]
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