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Category Archives: Microsoft Dynamics

Transfer order receive with Arrival overview

October 25, 2014by Lachlan Cash Leave a comment

I’ve published in some previous posts Home on various scenarios with transfer orders. This is another variation on how the Arrival overview form can be used to manage what is […]

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Warehouse management

Sales note transfer AR parameter

October 25, 2014by Lachlan Cash 3 Comments

In an earlier post I did an overview of sales notes in AX2012 R3. There was a parameter I didn’t mention in that post that is handy to know about. […]

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Accounts receivable, Sales and marketing

Warehouse implemenation guide for AX2012 R3

Featuredby Lachlan Cash Leave a comment

Matt a colleague of mine in the SA team produced a great guide on the new WMS functionality in AX2012 R3. If you are looking to understand the functionality in R3 […]

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Warehouse management

Intercompany goods in transit value report

October 23, 2014by Lachlan Cash Leave a comment

If you do intercompany trade you likely will want to know the value of the goods in transit if shipment time is long so you can account for the value […]

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General ledger, Warehouse management

Search for customers at sales order entry

October 23, 2014by Lachlan Cash Leave a comment

There was a little search feature that was added in AX2012 R3 that might be handy for sales order entry people search for customers. There is a little setup but […]

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Sales and marketing

Publishing the AX client with Remote Desktop Services

October 22, 2014by Lachlan Cash Leave a comment

If you have are large geographic spread of your user base it’s likely that you are going to end up using Remote Desktop services in Windows or Citrix to host […]

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Infrastructure

Changes in transport engines

October 22, 2014by Lachlan Cash Leave a comment

If you have been playing with AX2012 R3 and the transportation module you will have noticed the engines concept that provide the services for rates, transit etc. It looks like […]

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Warehouse management

Legal entity and shared data concepts

October 22, 2014by Lachlan Cash 1 Comment

Understanding your own organizational data and they applying that to an ERP package can be something your spend a lot of time iterating on. I’d recommend understanding the data structures […]

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General ledger, Microsoft Dynamics

Record template concept

October 22, 2014by Lachlan Cash 2 Comments

There is a handy feature in AX that is often overlooked. If there is data records you create in patterns then creating a record template is useful because it essentially […]

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User tips

Sales line delivery schedules

October 21, 2014by Lachlan Cash 3 Comments

When working with customers orders the customer may place a large order but want the deliveries done in stages for example a weekly delivery. This video walks through the setup […]

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Sales and marketing

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