Predefined Purposes and Default Addresses in Microsoft Dynamics AX 2012

Posted on: February 8, 2017 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Chris Rusing

Addresses in Microsoft Dynamics AX 2012 are sometimes a tricky idea to gain a grasp on.  One thing unique to AX is the concept of ‘predefined purposes’.  Here is a link that shows all of the predefined purposes and their intended use.  Essentially, each address you use on a customer or vendor record needs to have a predefined purpose in order to drive functionality throughout the different modules in which a customer or vendor is used.  In addition to customer and vendor records, the legal entities that exist in your system also utilize these predefined purposes in conjunction with their addresses.  You may very well have multiple addresses in your system for your own company and it is efficient to configure some of those addresses as defaults.  One example is defaulting the address in which products will be delivered to during the creation of a purchase order.  Let’s walk through the steps on how to accomplish this.

 

First, go to the address below and select Legal entities.

 

Next, in the window that opens, find the legal entity from the left hand side.  Then, in the Addresses fast tab, select the address you would like to attach a predefined purpose to and select Edit.

 

In the Edit address form, select the drop down for the Purpose field and choose the predefined purposes for this address.  We will choose Delivery in order to default the address where products are delivered to when cutting a PO in USMF.  When finished click OK.  Close out of all forms when complete.

 

Now, when I go to create a purchase order in the legal entity USMF, the address with the Delivery predefined purpose is defaulted.

 

There are many predefined purposes available in AX 2012 and these purposes also have many uses on the customer and vendor records as well.  For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817. 

All the best! 
Logan Consulting 
www.loganconsulting.com



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