Dynamics Ax 2012 functional side

Direct Product delivery in D365 Finance and Operations

March 9, 2023 by alirazazaidi

Hi friends welcome to another post, In this post, I am going to share simple functionality of direct delivery to customer.

In some case, Customer want to purchase product from our organization. And We did not have stock. or we want to deliver things directly to Vendor from Customer. Instead to receive product first in warehouse and then ship to customer. We directly deliver products to customer.

For this we require some setup on Item level

-Default vendor.

-enable Direct delivery.

-Default warehouse.

We have to go Product Master Information > products > Release products

Add new product or modify product and update following.

Now go sales and marketing > All Sales order and create a new Sales order the same Item mentioned in above selection

After finalize the quantity on same sales order,

click on button direct delivery button.

select include, if you want to add charges, You need to add include line and add discount if you want add discount and rest of things you can find.

After that click on ok

Now you need to confirm and deliver the product to customer for this you have to go

Procurement and sourcing > Purchase Orders > Direct Delivery process > Direct delivery

Click on confirm

And click on Delivery and full product receipt

If we go to check the Inventory transaction You will find that

For this you have to go

Inventory Management > Inquiries and reports > Transaction

When forms open you can apply filter on item.

Conclusion.

You can create directly product delivery from Sales order to Purchase order and direct delivery.

How to use Voucher Template Dynamics 365 finance and Operations

April 18, 2022 by alirazazaidi

Version used 10.0.24

How to setup chart of account in D365 Finance and Operations

April 6, 2022 by alirazazaidi

Procure to Pay Demo-D365 Finance and Operations

May 16, 2021 by alirazazaidi

In this demo video, I shared the Procure to Pay process. It is simple and basic step,

I shared following steps as part of process

1- Create a new Vendor

2-Create a purchase order for Vendor.

3-Receive Purchase order or register the product receipet.

4- Invoice Purchase Order

5- Vendor payment Journal to settle the payment.

Introduction to Fixed Asset Management D365 For Finance and Operations

April 5, 2021 by alirazazaidi

Here are my four videos, first complete course.

Item Group is not specified Dynamics Ax 2012

February 15, 2018 by alirazazaidi

Until and unless you have not good grip on functional side, you are unable to deliver customization. This idea constantly grow in mind and now started to grow as fear,

What if the functional consultant is not available or not provide good testing. And your piece of Code breaks in Production. In ERP things goes beyond unit testing, We need extensive scenario based testing. In ERP development is easy, but covering all possible scenarios is tough, you have to grow functionally.

So I started to explore functional side by my own. And small issue starts to popup and now I started to document as I faced them 1 by 1 during learning process.

So I got very small issues. When I tried to use a newly created item in purchase line.

Item Group is not specified for item.

It took me almost 10-15 minutes where is the Item group in Release product detail form.

I found it in Manage Costs fast tab.

Dynamics Ax 2012 Project Types and Time and Material Video

October 5, 2017 by alirazazaidi

Hi All I found very interesting video about Project Management and accounting module of Dynamics 2012 R3 by Santosh kumar Singh. Video is worth to share.

Fiscal year calendar and ledger calendar in Dynamics Ax 2012

April 9, 2015 by alirazazaidi

In Dynamics Ax 2012, Fiscal year is common all the legal entities. They usually define in initial step of implementation. The length of Fiscal years is up to user how long he defines the length according to requirement.

They are essential for financial reporting for particular company. Define the account period or begin and end date for one financial cycle.

In Pakistan, Fiscal year usually starts from 1 July and ends at 30 June.

You can define the fiscal year from following link

General Ledger-> Setup-> Fiscal Years

As I working on contoso demo data for my R & D. By clicking on above link all Fiscal years appears as follow

We can add Fiscal year as follow by clicking on new fiscal year in Dynamics Ax 2012

Now I am going to create a fiscal year with what follow in Pakistan. In Pakistan companies follow the Fiscal year starting from 1 July and ends at 30 June every year.

As I select the length of period is 1 month the default calendar build with respect to as follow.

Ledger Calendar : Are based on fiscal year calendar. Every ledger transaction is mapped in open period of fiscal year selected as ledger calendar. You can find ledger calendar form following link

General Ledger-> Setup-> Ledger

From Fiscal calendar dropdown, you can change the fiscal year calendar in Dynamics Ax 2012.

And from above menu button, we can see the detail of selected fiscal year calendar

I changed the fiscal year in ledger I got following message

“The fiscal calendar has been updated. We recommend that you run the recalculate ledger period process.”

To Recalculate ledger period click on top menu.

Following dialog box which run the batch process, You can set it re occurrence. Click ok to recalculate the ledger period process.

Free text invoice in Dynamics Ax 2012 R3

December 28, 2014 by alirazazaidi

A common question arises in my mind that such a detail sales order invoiced exists then why we need free text invoice. I found two detail answers with reference

A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a header and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order, packing slip, and customer invoice. For example, you can use a free text invoice for a consulting fee or services fee, or for a miscellaneous fee for an event reimbursement.

Reference: http://technet.microsoft.com/en-us/library/hh208454.aspx

A free text invoice is not related to a sales order. It contains order lines that include ledger accounts, free-text descriptions, and a sales amount that you enter. You cannot enter an item number on this kind of invoice. You must enter the appropriate sales tax information. Also, the customer balance is posted to the summary account from the posting profile that is used for the free text invoice.

In addition, a free text invoice line can be used to sell a quantity of any kind of goods, services, or rights – providing unit price and quantity information to the customer. It also helps basic amount calculation, and it helps to better identify and explain charges to customers.

http://www.dynamicsteaching.com/difference-between-customer-invoice-free-text-invoice-and-pro-forma-invoice-in-ax-2012/

Now if we want to create a free text Invoice and post It. You have to follow this, Currently I am using

Contoso demo data and usmf legal entity.

Account receivable => common=> Free text Invoices => All free text Invoices

Free Text Invoice List page opens

Click on Free text Invoice, following form will open

Select the customer

Add invoice lines. And select main account, Sales tax group and Item sales tax group. Update the Unit price.

Now click on post on top menu

Following form will open

Click on ok button to post it, On successfully posting following form will open.

Product Management in Dynamics Ax 2012 R3 Part 2

December 10, 2014 by alirazazaidi

In previous post I just create an Item product without its variant and released it to required legal entity.

http://tech.alirazazaidi.com/product-management-in-dynamics-ax-2012-r3-part-1/

But product required one more step to finalize it before used in sales or purchase.

Item group
Item module group.
Storage dimension.
Tracking dimension.

For this purpose you have to go in Specific Legal entity and open the release product page.

When Release product form opens, select or highlight you required release product and click on Edit button.

You can find similar form.

You find that there is validate button on Product tab, this button helps you to identify what is missing in finalizing the release product.

I clicked it for my newly released product.

It gives me warning that values for Item model group, Item group, storage Dimension groups and tracking dimension group values are missing.

Let’s first set the values for Storage and tracking dimension group.

For this purpose you have to click on top menu tab menu and click on Dimension groups

You can set values here for Storage Dimension group and Tracking Dimension group.

After setting dimensions go to General fast tab you find the Item model group drop down, you have to set its value from there

For Item group please expend the Manage Costs fast tab and set its value from there.

After setting all these values click on Validate button to check that Release product is properly configured.