Updating Multiple Trade Agreements

By David Occhionero posted May 5, 2017 10:00:00 AM

It might be time for your company to revisit pricing agreements and update any existing agreements or create new ones.  Updating mass pricing records is a two-step process and is handled in your Trade agreements form. We..

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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..

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Setting up Purchase Requisitions

By David Occhionero posted May 1, 2017 9:00:00 AM

When creating a purchasing process in Dynamics AX, many customers decide to include purchase requisitions as part of that. There are a few things that need to be setup in order to process Purchase Requisitions. I also wanted..

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When it comes to utilizing your ERP system to its full potential, I believe it is helpful to know every small nuance possible, despite how trivial it may seem.  An example of that is the use of units in Dynamics 365 for..

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Any discussion of reporting and Microsoft Dynamics AX invariably leads to tools like Management Reporter, business intelligence (BI) applications, and SQL paired with Excel. These can all provide powerful analysis..

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In the first half of this blog, we looked at crafting an advanced reporting strategy for Dynamics AX.  This time we’ll explore where business intelligence (BI) fits into that strategy; and finding the BI that fits your..

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Reporting can be very taxing upon a Dynamics AX system, or fast and easy, with a few simple strategies

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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..

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Why is this important? Information access is an essential part of an ERP solution and represents a significant portion of the user engagement with the system. Consider the numerous methods of capturing information related to..

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It may often go unnoticed and underappreciated, but the project management and accounting module in Microsoft Dynamics AX 2012 is as robust and flexible as they come.  There are many prebuilt integrations to the other modules..

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