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: 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: 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

D365: The system could not complete the workflow for the budget plan because there are unfinished budget planning stages

Solved issue: The system could not complete the workflow for the budget plan #### because there are unfinished budget planning stages. Contact the budget plan administrator for more help. If you are experiencing an issue with the budget plan approval, as it is presented on the screen, then the root cause of the issue is that … Continue reading D365: The system could not complete the workflow for the budget plan because there are unfinished budget planning stages

D365: How to create a BOM using Bill of materials form

In previous topics I described the way of BOM creation using 2 options: BOM and BOM version feature on the Released product D365: How to create a BOM using BOM and BOM version feature BOM version feature on the Released product D365: How to create a BOM using BOM version feature In this topic I am going … Continue reading D365: How to create a BOM using Bill of materials form