There are general ledger transactions posted in correspondence to inventory financial transactions, these transactions may relate to the financial updates of purchase orders and/or sales orders. Inventory transactions posted to general ledger are configured by inventory model groups. In this post I will focus particularly on the post financial inventory option in relation with sales…Read more
We are continuing to see a reoccurrence of very similar error messages when using Dynamics Online Payment Services (DOPS) with Microsoft Dynamics AX 2009 and 2012. The resolutions normally deal with the setup and configuration of either AX or DOPS. This blog is intended to cover some of the common errors encountered with the resolutions…Read more
When linking a prepayment to a sales order and the sales order is partially invoiced, the settlement for the remainder of the prepayment appears to be no longer linked. The best practice when settling a prepayment against a Sales orders is as follows: 1. Create Prepayment Payment Journal for $10,000 Accounts receivable > Journals > Payments >…Read more
It may be possible that when you attempt to post a statement, you run into a posting error. There could be multiple reasons why this fails such as tax rounding is higher than your posting rounding threshold. You simply want to fix the issue and re-post the statement. But after fixing the issue at hand,…Read more
Microsoft Dynamics AX 2012 R2 had introduced a new feature to automatically generate email messages to recipients based on specific events for Online Orders such as order created, picked, packed, shipped, etc. With the addition of Call Center in AX 2012 R3, this feature was expanded to encapsulate other Retail orders. This feature was designed to only…Read more
On multiple occasions I have had questions or seen confusion surrounding the usage of Post Inventory in conjunction with Calculate Statement and Post Statement for keeping inventory up-to-date and posting sales transaction. Let’s first define the purpose of each process: Post Inventory When running the Post Inventory, this looks for all unposted transactions that have…Read more
The definition of ‘correct’ can vary greatly in this situation, so instead of answering the question directly, I will list out a few potential reasons why this may happen. Reason 1: No link to original invoice was created when the credit memo was entered The credit line was manually entered, and was not created…Read more
Introduction In my previous post I explained how to configure and process an advance shipping notice that was received from a vendor, or what I call the “inbound ASN”. But what about notifying our customers whenever we ship something to them? We’d like to send them a shipping notice in advance as well. Well, this…Read more
With AX R3 you now have a place to manage many Direct Delivery Sales Orders in one place, the Direct Delivery Journal. I like to think of this as the Direct Delivery ‘Workbench’ because like other ‘workbench’ forms in R3, this gives us a collective place to display many different Sales Orders, and work on…Read more
The release of AX 2012 R3 added a new Call Center module which utilizes Channel Users. These users are set up in the Call Center Channel in the Retail module (Retail >> Common >> Retail channels >> Call centers). The purpose of these specified users is to enable certain feature sets within the sales orders form…Read more
In AX 2012 R3 there is a new search feature that you can use to create sales order. With this new feature you can search based on multiple options such as Sales order, Purchase order, and phone number just to name a few. The option that will be discussed in this post is Keyword. In…Read more
There was a scenario that was recently discussed when attempting to link sales agreements to sales order lines. In this scenario, let’s say we created multiple sales agreements each having one line as referenced below. Sales agreement 1 Line A Sales agreement 2 Line B To continue with this scenario let’s say we created…Read more