D365: Quality management. Automatic quality order creation

Quality management allows you to provide and manage quality testing requirements for your business. This feature will help you to improve product quality within your supply chain. You should define the following settings in D365 for the Quality management. We will review all settings required for making the quality management work. Inventory and warehouse management … Continue reading D365: Quality management. Automatic quality order creation

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D365: Posting rules and GL transactions explanation. Part 2 – Purchase order posting. Standard cost with price variances

In this topic let’s review some Purchase account types that are used almost everywhere in daily life. We will be using the simple case with the following settings: Stocked item Standard cost inventory model with posting physical inventory for item no taxes no charges no discounts price variances Standard cost of the item is $100 … Continue reading D365: Posting rules and GL transactions explanation. Part 2 – Purchase order posting. Standard cost with price variances

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

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: 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