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Category Archives: Accounts payable

AP parameters – match price totals

September 29, 2016by Lachlan Cash Leave a comment

In a previous post we had a look at the unit price match. You might want to have another check for the price total. This could be handy to pick […]

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Accounts payable

AP parameters – display unit price match icon

September 29, 2016by Lachlan Cash 3 Comments

If you have turned on invoice matching you might first want to look at the unit price. For example you can set a price tolerance for all invoices to match […]

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Accounts payable

AP parameters – enable invoice matching validation

September 29, 2016by Lachlan Cash Leave a comment

If you are looking at controlling your AP invoices then using matching is a good option to validate the invoices against what you where expecting from the purchase order (two-way) […]

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Accounts payable

Vendor statistics – top 10 – top vendors

April 25, 2016by Lachlan Cash Leave a comment

If you are looking at vendor statistics and looking at getting a basic list of top vendors where you spend money then you could have a look at two reports […]

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Accounts payable, Procurement and sourcing

Vendor – amount in transaction currency – balance

April 25, 2016by Lachlan Cash Leave a comment

If you are looking at the vendor record there is a field listed under the purchase order defaults called amount in transaction currency. This is actually the vendor balance. Which […]

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Accounts payable, Procurement and sourcing

Vendor profile information.

April 22, 2016by Lachlan Cash Leave a comment

If you are looking at the diversity of your suppliers you can setup the vendor profile information on the vendor record. Once setup you can use this for searching and […]

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Accounts payable

Vendor invoice entry workspace

April 22, 2016by Lachlan Cash 1 Comment

If you are working with accounts payable invoices in the new Dynamics AX you might want to try the vendor invoice workspace. It gives you a view the different ways to […]

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Accounts payable

Inventory parameters – last price history

April 22, 2016by Lachlan Cash Leave a comment

When setting up the inventory module there is a parameter that you might want to review with the accounting team. It’s called last price history. The way this works is […]

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Accounts payable, Procurement and sourcing, Product information management

Mark order as voided – sales orders

April 3, 2016by Lachlan Cash 3 Comments

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 […]

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Accounts payable, Sales and marketing

Setting up vendor certifications

March 19, 2016by Lachlan Cash Leave a comment

In managing your suppliers you might have different levels of suppliers and control them based on their capabilities. There capabilities might be qualifications or certifications that you can use to […]

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Accounts payable, Procurement and sourcing

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