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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…
Read MoreMicrosoft Dynamics AX 2012 R2 Retirement Benefits Plans – Part 2
New in the CU7 update for Microsoft Dynamics AX 2012 R2, is the ability to set up a benefit plan that automatically calculates the employer contribution. A benefit plan can be used for retirement investments, medical insurance, workers compensation plans, and parking benefits. For the basis of this blog, we will be specifically focusing in…
Read MoreMicrosoft Dynamics AX 2012 R2 Retirement Benefits Plans – Part 1
New in the CU7 update for Microsoft Dynamics AX 2012 R2, is the ability to set up a benefit plan that automatically calculates the employer contribution. A benefit plan can be used for retirement investments, medical insurance, worker compensation plans, and parking benefits. For the basis of this blog, we will be specifically focusing in…
Read MoreMicrosoft Dynamics AX 2012 Financial Dimensions in Sales and Purchase Agreements
The financial dimensions and chart of account structure in Microsoft Dynamics AX 2012 have been significantly redesigned since AX 2009 days. The financial dimensions framework is very flexible and introduces many new concepts and features: system defined dimensions are available to be directly linked to the sub ledger master data. A sales/purchase agreement is the…
Read MoreMicrosoft Dynamics AX 2012 Questionnaires: Setup is Done, Let’s Have Some Fun – Part 2
This blog is Part 2 of the Dynamics AX Questionnaire education. Please see Part 1 here. Once the initial configurations discussed last week (link) are completed, today we will review the actual setup of a Questionnaire. Please navigate to Home -> Area page -> Common -> Questionnaires-> Design -> Questionnaires. A new questionnaire can be…
Read MoreMicrosoft Dynamics AX 2012: Beware of Questionnaires – Part 1
Today we will discuss a feature of Microsoft Dynamics AX, which is not utilized very often by the user community. However, it is a valuable productivity tool allowing to create, distribute, and complete questionnaires containing sets of questions used to collect information for a variety of purposes. Below is a list of typical use cases…
Read MoreMicrosoft Dynamics AX 2012 R3 – Direct Delivery
Drop Shipment (or Direct Delivery) is a supply chain model allowing companies to deliver goods directly from vendor to customer. This is a common methodology used in a variety of industries, including fulfillment and distribution as well as by many manufacturers. By using the following process in Microsoft Dynamics AX you can create an order…
Read MoreProduct Attributes in Microsoft Dynamics AX 2012
Product Attributes is functionality that was introduced to Microsoft Dynamics AX in the 2012 release along with the concept and functionality to use Products, Product masters, and Released products. Product Attributes can be viewed and used throughout the Microsoft Dynamics AX application. The new concept is a useful feature to supply more details about your…
Read MoreMicrosoft Dynamics AX 2012 R3 – Performance Improvements for Transfer of Opening Balances to a New Fiscal Year in Multiple Legal Entities Simultaneously
The Microsoft Dynamics AX 2012 R3 release has some performance improvements built in for transferring opening balances to the new fiscal year for multiple legal entities simultaneously. Before R3 release, transferring of opening balances for multiple companies, one at a time caused performance issues. The transfer of opening balances deletes the balances from all legal…
Read MoreMicrosoft Dynamics AX 2012 R3 Deductions Included in Customer Payments
Sometimes a payment is received from a customer that is for an amount that is not equal to the amount billed. The customer may have applied a discount incorrectly or the reason for the reduced amount is not identifiable at the time of payment processing. As a result, one or more invoices are short paid,…
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