Vendor portal user setup on the demo VM
Setting up a portal for external access is something you will need to involve you network team with to setup the right infrastructure and authentication. In AX2012 R3 there was […]
Category Archives: Procurement and sourcing
Purchase requisition demand consolidation
Purchasing teams have a lot of different tasks they need to coordinate based on different spend management initiatives. Sometimes there might be categories of purchases that you want to control […]
Purchase order price/amount
When printing purchase confirmations you might want to have some variability on what you show on the document. There is a few different places like the forms setup, tax code […]
General ledger batch transfer rules
Posting from the sub-ledger in Dynamics AX has always been in real-time being when you post an invoice, payment, receipt etc if there was an accounting event then it would […]
Purchase order entry and management
If you need to manage purchasing Dynamics AX has some good features for planning and execution of purchase from requisitions or purchase from planning. These video give a walkthrough of […]
Purchase order delivery schedule
If you have a large purchase order you may not want to receive all the quantity from the supplier at the one time. Instead you might want to received the […]
Different patterns of Vendor setup
How you work with supplies if often dependent on your own internal organization structure. This video discusses some of the concepts for managing vendors and how you setup their master […]
Adding a product to a category for purchasing
If you are controlling purchasing and want to display specific items to employees, you can use the categories to classify items to make it easy for employees to locate them. […]
Category access policy
The purchasing policy concepts are great tools for managing the organization procurement. One of the policies is the category access policy. This allows you to define which categories can be […]
Signing limits
Setting signing limits can be useful in purchasing and expense management to control what spend and approval limits employees have. In Dynamics AX the signing limits policies control these limits. […]
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