Demand forecasting can be immensely valuable to a business organization. It supports the overall Sales and operations planning process for a business and can directly impact and help the downstream business operations. At the very fundamental level, demand forecasting can tell a business what they need, when they need it and what they anticipate/predict delivering…

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Join us as we take a brief tour of the new navigational features offered in the New Microsoft Dynamics AX!  This video goes over some of changes from Microsoft Dynamics AX 2012 to the NEW Microsoft Dynamics AX (AX7). Much of the popular functionality from AX 2012 exists in ‘Dynamics AX’, though the new user interface, workspaces,…

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funding limits tab dynamics ax 2012

This blog is the second half of a series reviewing funding within a Project Contract (See part 1 here). In this section we will be reviewing funding limits and funding rules. A funding limit holds the amount of money each funding source has allocated to it. Funding rules tell the project transaction which funding source…

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Project Contract Funding sources dynamics ax

This blog is part one of a two-part series reviewing funding within a Project Contract.  In part one we will be reviewing funding sources. A funding source is exactly as it sounds, the source of where the money is coming from for a project. Usually a customer is the source of funding, but there are…

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Financial dimension default templates in dynamics ax

In today’s economic climate many employees simultaneously perform duties and tasks for multiple positions within a single organization. As a result, accountants may have to post adjusting accrual entries to allocate payroll costs to the correct cost center and/or department. Microsoft Dynamics AX offers a feature that allows a distribution template to be associated to…

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Project profit and loss report in dynamics ax

Ask anyone using project management or project accounting functionality what is the most important outputs of their ERP system is and many will tell you “to accurately calculate the Profit and Loss”. That is just what Dynamics AX allows you to do with their Project Profit and Loss Report. Managers can review their projects to…

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Project WIP dynamics ax

While working with Time and Material Projects within Dynamics AX, Work In Progress (WIP) Reports provide much needed information about ongoing projects. For example, it is important to know how much material you have purchased for a project, but not yet invoiced or see where you are in invoicing relative to the transactions against your…

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reference type grid questionnaires dynamics ax

Microsoft Dynamics AX 2012 R3 (AX 2012 R3) offers end users a productivity tool to design, create, distribute, and complete Questionnaires that contain a set of questions used to collect information in AX for a variety of purposes. Example: a Questionnaire can be used to evaluate a training course and is distributed to the course…

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