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Category Archives: Microsoft Dynamics

Accounts receivable parameters – Discount

April 21, 2015by Lachlan Cash Leave a comment

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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Accounts receivable, Sales and marketing

Send Report via email additional parameters (R2 version)

April 20, 2015by Lachlan Cash 1 Comment

As a follow-up to the R3 version of the post. This is the R2 Cu7 version of the changes. You can find the code sample model and xpo here https://onedrive.live.com/redir?resid=fd50488ede1f8a3c!121&authkey=!AEjhzrfvF2c2JaY&ithint=file%2czip   […]

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Infrastructure

Send report via email additional parameters

April 20, 2015by Lachlan Cash 4 Comments

I did a post a few months back and had meant to do a follow-up which I’m doing based on a comment form Jorge on this post. https://organicax.com/2014/11/26/adding-message-body-text-to-email-destination-for-reports/ As Jorge […]

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Infrastructure

Compile of posts on External Catalog AKA Punch-Out Catalogs

Featuredby Lachlan Cash Leave a comment

This is a compile of a few links you will find on the blog is you are interested in learning some of the basics of setting up and using External […]

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Accounts payable, Procurement and sourcing

Calculate total discount on posting Accounts Receivable parameter

April 17, 2015by Lachlan Cash 3 Comments

This is a quick walk through of the effect of the “Calculate total discount on posting” parameter that you will find in the Accounts Receivable parameters. If you want to […]

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Accounts receivable, Sales and marketing

Trade agreement total discounts setup

April 17, 2015by Lachlan Cash 6 Comments

This is a quick walk through of setting up total discounts for a customer. With trade agreements this is specified optionally in 3 ways as a singled discount, a tiered […]

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Accounts receivable, Sales and marketing

Handling different supplier shopping basket with punch out catalogs

April 17, 2015by Lachlan Cash 2 Comments

In a previous post we looked at the return URL and some things you need to look at setting up for different suppliers. Once you have that configured there might […]

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Procurement and sourcing

Processing a sales order credit

April 17, 2015by Lachlan Cash 2 Comments

If you need to do a basic credit to a customer and return inventory then you can do that as a negative sales order line in AX. There is a […]

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Accounts receivable, Sales and marketing

Return URL setup on Punch Out catalog

April 17, 2015by Lachlan Cash 1 Comment

In the OCI specification there is handling for how the suppliers when site knows where to send the shopping basket data back. This is called the hook_url or return URL. […]

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Procurement and sourcing

Scrapping an item on return

April 17, 2015by Lachlan Cash Leave a comment

What you do with an item when a customer returns it will depend on your returns policy and the condition of the item you get back from the customers. In […]

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Accounts receivable, Sales and marketing

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