Author: Jarrod Kraemer

Authored by: Dave Occhionero Since the New Year has come and gone, it might be time for your company to revisit pricing agreements and update any existing agreements or create new ones in your AX system.  Updating mass pricing records is a two-step process and is handled in your Trade agreements form. We will use criteria to pull existing agreements into a pricing journal to update them. Menu: Sales and...

Authored by: Craig Leska - Senior Technical Consultant Management Reporter 2012 CU15 has been out quite some time now and this version included some fixes and enhancements over previous versions. In addition to this CU, there have been four hotfixes released. The enhancements to CU 15 are: ·  Improved responsiveness in the Web Viewer. ·  A search bar has been added to search through the current level of the report....

Authored by: Chris Rusing In prior versions of AX, the task recorder was a functionality that seem to work in theory, but not so much in the practical world we live in.  In AX 2012, you could start the task recorder and produce a Word document detailing all the steps in a business process.  However, creating those documents always felt cumbersome and the juice was never worth squeeze.  The release...

Authored by: Rosey McAdams Microsoft Dynamics 365 uses the term alternative item to represent what many companies call a substitute item for a product.  Basically, the alternative item functionality provides a means to setup the system to automatically change a part number on a customer sales order to the recommended item that is identified in the alternative item field.  You may be thinking what scenario would prompt my business to...

Authored by: Kelly Neely Most of you probably know how to set up Microsoft Dynamics AX 2012 to post an entry at time of purchase receipt for an inventory item.   But did you know that if you want the same purchase receipt entry when using a procurement category, the setup is different? The first step you need to do to accomplish this is to setup an Organizational Hierarchy to establish...

Authored by: Chris Rusing Microsoft Dynamics 365 for Operations (or simply the new AX) is now available, but many people in the AX community may view this new upgrade as an enigma given its vast array of changes.  For example, in the prior versions of AX, many of the forms were exportable to Excel.  However, these forms came into Excel as static data which severely hindered your ability to truly...

Authored by: Michael Row In previous versions of Dynamics AX adding external users required adding the user to Active Directory in the company’s domain. The user would then need to be imported into Dynamics AX. In Dynamics 365 for Operations the process is much more simple provided the user has an Azure Active Directory account. Azure Active Directory is Microsoft’s multi-tenant cloud based directory and identity management service. Azure AD...

Authored by: Dave Occhionero While on site at a client I noticed an issue when the security team tried to delete a user’s AX account.  The following message was displaying upon clicking the delete button from System administration>Common>Users.  This message is not very clear and may cause confusion for some who are in charge of security.   The first place to look will be in the AOT.  Open up the...

Authored by: Chris Rusing Workflows are a commonly sought after functionality in any new ERP system, but some users may feel that they do not have enough knowledge to try their hand at creating their own workflows.  In this blog post, we will demonstrate how to create a simple journal approval workflow in AX.  These steps should provide you with the building blocks on how to create your own workflows...

Authored by: Dave Occhionero Although this may seem elementary in nature, it is always good to remember that there are show/hide buttons in AX.  The reason why I am bringing this up is because this issue came up recently at a client site.  IT had a request in to change a user’s security.  The security was updated, and at the same time the user realized that they no longer could...