Microsoft Dynamics 365 Blog

Published
4 min read

Sending email receipts from Retail EPOS Transactions (AX 2012) 

There seems to be limited information on how the “Send email receipts” functionality works.  This blog is intended to help provide the basic information and links on how to configure and send email receipts for EPOS transactions. NOTE: For emailing MPOS receipts, see the following blog: Sending email receipts from Retail MPOS transactions To get started, you will

Published
1 min read

How to use automatic approval with Project Budgets and Workflow 

Project Budgets require workflow to be able to create new budgets.  With some businesses, this is not necessary to have each budget reviewed before allowing them to be approved.  Especially if those with the responsibility to put in the Project Budget has the final say on the Budget regardless.  Since AX requires Workflow for Project Budgets, the

Published
2 min read

How to use the Automatic Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3 

This blog is for creating a Automatic Billing Rule in Project Accounting Setup a Journal for Billing Rule Fee Journal – Project Management and Accounting | Setup | Project Management and Accounting Parameters Click the Journal link Select Billing Rule Fee Journal: Close the form   Create a new Project – Project Management and Accounting

Published
2 min read

How to use the Manual Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3 

This blog goes through the steps of setting up the Manual Billing Rule for Project. Setup a Journal for Billing Rule Fee Journal – Project Management and Accounting | Setup | Project Management and Accounting Parameters Click the Journal link Select Billing Rule Fee Journal:        3. Close the form  Create a Project – Project