D365: Posting rules and GL transactions explanation. Part 1 – Purchase order posting

Posting is one of the tough piece in AX and I am going to go through different posting rules and GL transactions explanation: Your inventory posting rules may vary due to different settings. Some of them are presented below: - Whether your item stock, non-stock - Whether you want to post physical inventory or no … Continue reading D365: Posting rules and GL transactions explanation. Part 1 – Purchase order posting

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D365: How to create sales prospect and convert prospect to the customer

If customer expressing interest in a certain products you can treat that customer like a prospect. In general, prospect is a possible sell-to entity. So, in essence, it can become an actual customer. Sales and marketing teams can manage prospects by manually creating and maintaining prospects directly in AX. Before jumping into prospects creation, there … Continue reading D365: How to create sales prospect and convert prospect to the customer

D365: SEPA direct debits feature

In today's post, I'd like to dig into SEPA direct debits payment feature in AX. What is all about? SEPA stands for Single Euro Payments Area with the aim to make intra-European payments as convenient as a domestic payment. SEPA direct debit transfer is a payment method where the customer allows a vendor to debit the … Continue reading D365: SEPA direct debits feature

D365: Mass purchase (sales) trade agreements update

There can be several justifications for this procedure. One of them is: If your business is providing sales campaign including big sales with releasing a lot of ads, you might need to update a lot of prices. Another is if prices, due to your business industry, is changing one in a while or almost every … Continue reading D365: Mass purchase (sales) trade agreements update

D365: How to configure item discount group and assign to item

Item discount groups can be created to group like items to apply pricing or discounts to on a trade agreement. Note: Item discount group is a shared table between the Procurement and Sourcing and Sales and Marketing modules. Navigate to the Procurement and Sourcing > Prices and discounts > Price/discount groups > Item discount groups. Or … Continue reading D365: How to configure item discount group and assign to item

D365: How to configure customer price discount group and assign to customer

Customer price discount groups can be used to group customers that receive the same price or discount. Later on, customer price groups can be used on sales trade agreements to apply pricing or discounts to a customer trade agreement. Navigate to the Sales and Marketing > Price and discounts > Customer price/discount groups. Select one … Continue reading D365: How to configure customer price discount group and assign to customer

D365: How to configure vendor price discount group and assign to vendor

Vendor price discount groups can be used to group vendors that receive the same price or discount. Later on, vendor price groups can be used on purchase trade agreements to apply pricing or discounts to a vendor trade agreement. Navigate to the Procurement and Sourcing > Prices and discounts > Price/discount groups > Vendor price/discount … Continue reading D365: How to configure vendor price discount group and assign to vendor