Search for customers at sales order entry
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 […]
Tag Archives: Sales order
Sales line delivery schedules
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 […]
Sales order to collections
Managing sales to through to collections is important for most businesses. This video gives a walk through of the basic concepts of sales order through to collection. This video was […]
Managing customer divisions
In a previous post I cover some concepts in how to manage customer branches with address. Customer branch locations with address in sales orders Sometimes this might not be enough […]
Customer branch locations with address in sales orders
Setting up and managing customer data is something that you make decisions about in the initial implementation and have to revise as business processes change. This video gives an overview […]
Sales order to collections
Controlling the credit you are extending to your customers is a big part of managing your cash flow and making sure debts don’t go out too long that they are […]
Credit card setup and use on sales order
The usage of credit cards is a given in most countries and types of sales or goods and services. Dynamics AX has credit cards process functionality that you can setup […]
Sales order line management
The job of the sales order entry person is a difficult job, you have to know the products a company is selling, deal with impatient customers on the phone, deal […]
OrganicAX 