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How to consolidate intercompany customer invoices 

Recently I shared a post explaining how to consolidate intercompany vendor invoices. In this post I will cover how to consolidate intercompany customer invoice. Go to customer account then go to Setup group and select Summary update, in default values for summary update mark invoice check box. Press Arrange button, then the system consolidated the...

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How to consolidate intercompany vendor invoices 

The intercompany transactions are frequently used between sister companies; at the end of the trading cycle the invoicing should take place. Let us assume that there is trading relation between two sister companies, in daily business practice company A sells goods to its sister company B. The invoices relation could be one invoice for one...

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Error: Sales is not marked as Direct delivery and an intercompany vendor cannot be included. – Direct Delivery with Intercompany 

In case of you are intended to create a direct delivery for end customer through an Intercompany purchase order using Direct Delivery function,  you may receive an Infolog error message “Sales is not marked as Direct delivery and an intercompany vendor cannot be included.” when you mark Include in Direct Delivery form, and this error prevent transaction execution. For...

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Intercompany time postings incomplete at transaction voucher level when project date differs from the day posted 

In AX 2012 R2, before Cu6, the following issue occurs: project timesheets vouchers are not ok for intercompany postings. Trying to post an intercompany timesheet for projects, the system uses a wrong posting date for part of the voucher. Moreover, as a consequence, the entire posted voucher is visible only in the G/L and not...

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Intercompany summary update settings 

AX 2009 To be able to arrange different intercompany orders for getting one delivery note or invoice, you have to use Automatic summary settings in the following way: 1. Click Area Page node: Accounts payable -> Setup -> Parameters. 2. Switch to the Summary update tab on the Accounts payable parameters form. Set as “Automatic...

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Product Number and Item Number in Dynamics AX 2012 

What is the purpose of the product number? This is a common question since the product number is a new concept in Dynamics AX 2012. The main purpose is to have a single, unified identification of a product throughout the entire organization. In addition to the product number you have a legal entity-specific item number....

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