Microsoft Dynamics AX Support

This blog contains posts by the Microsoft Dynamics AX Support Teams Worldwide

Prerequisites to allow cancelling a packing slip for WHS items

We’re very happy to announce that in AX 2012 R3 CU12 you are now able to reverse loads, cancel packing slip updates for sales orders and product receipts for purchase orders. This means you are now able to reverse the loads even when these updates have been done. This change will come through KB 3196554… Read more

What does the Post financial inventory option in an Item model group do in relation with Sales orders

There are general ledger transactions posted in correspondence to inventory financial transactions, these transactions may relate to the financial updates of purchase orders and/or sales orders. Inventory transactions posted to general ledger are configured by inventory model groups. In this post I will focus particularly on the post financial inventory option in relation with sales… Read more

Dynamics Online Payment Services – Common errors and troubleshooting steps

We are continuing to see a reoccurrence of very similar error messages when using Dynamics Online Payment Services (DOPS) with Microsoft Dynamics AX 2009 and 2012. The resolutions normally deal with the setup and configuration of either AX or DOPS. This blog is intended to cover some of the common errors encountered with the resolutions… Read more

Sales Order Prepayment Link Appears to be Lost When Partial Invoicing

When linking a prepayment to a sales order and the sales order is partially invoiced, the settlement for the remainder of the prepayment appears to be no longer linked. The best practice when settling a prepayment against a Sales orders is as follows:   1.  Create Prepayment Payment Journal for $10,000 Accounts receivable > Journals > Payments >… Read more

AX 2012 R3 for Retail – Clear Statement Greyed Out

It may be possible that when you attempt to post a statement, you run into a posting error.  There could be multiple reasons why this fails such as tax rounding is higher than your posting rounding threshold.  You simply want to fix the issue and re-post the statement.  But after fixing the issue at hand,… Read more

Sending email notifications for Retail orders [AX 2012 R2 and R3]

Microsoft Dynamics AX 2012 R2 had introduced a new feature to automatically generate email messages to recipients based on specific events for Online Orders such as order created, picked, packed, shipped, etc.  With the addition of Call Center in AX 2012 R3, this feature was expanded to encapsulate other Retail orders.  This feature was designed to only… Read more

Using Post Inventory along with Calculate and Post Statement in AX 2012 Retail

On multiple occasions I have had questions or seen confusion surrounding the usage of Post Inventory in conjunction with Calculate Statement and Post Statement for keeping inventory up-to-date and posting sales transaction.  Let’s first define the purpose of each process: Post Inventory When running the Post Inventory, this looks for all unposted transactions that have… Read more

Why does my sales order credit memo not use the correct exchange rate?

The definition of ‘correct’ can vary greatly in this situation, so instead of answering the question directly, I will list out a few potential reasons why this may happen.   Reason 1: No link to original invoice was created when the credit memo was entered The credit line was manually entered, and was not created… Read more

Managing Direct Delivery Sales Orders with Direct Delivery Journals

With AX R3 you now have a place to manage many Direct Delivery Sales Orders in one place, the Direct Delivery Journal.  I like to think of this as the Direct Delivery ‘Workbench’ because like other ‘workbench’ forms in R3, this gives us a collective place to display many different Sales Orders, and work on… Read more

Enabling the new Call Center Channel User Functionality in AX 2012 R3

The release of AX 2012 R3 added a new Call Center module which utilizes Channel Users.  These users are set up in the Call Center Channel in the Retail module (Retail >> Common >> Retail channels >> Call centers).  The purpose of these specified users is to enable certain feature sets within the sales orders form… Read more