If you spend most of your day in AX, one thing that you may have noticed is that it is really difficult to stay in just one module to do your job. If you can do this, lucky you! But for the rest of us, there seems to be a lot of navigating through multiple modules. A scheduler might spend some time...
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 will use criteria to pull existing agreements into a pricing journal to update...
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...
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 to include a few pieces of information that are useful when creating and...
Chris Rusing

Chris Rusing works at Logan Consulting and is a partner member of AXUG.

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Units: Conversions and Decimal Places in Dynamics 365 for Operations

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 Operations.  If you are using inventory, sales order and purchase order...
Gary Stoll

Gary works at Anchor Industries and is an AXUG User Member

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Self-Service Reporting in Microsoft Dynamics AX User Interface

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 capabilities, and each have their place – we use all of them. They tend to have...
Don Riggs

Don Riggs is an ICN and an AXUG partner member.

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Modern Reporting Strategies for Dynamics AX, Part II: BI for Reporting

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 organization.  There are mixed messages and misperceptions about what BI is,...
Don Riggs

Don Riggs is an ICN and an AXUG partner member.

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Modern Reporting Strategies for Dynamics AX, Part I: Elements of an Advanced Reporting Strategy

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

Chris Rusing works at Logan Consulting and is a partner member of AXUG.

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Create a Simple Approval Workflow in Microsoft Dynamics AX 2012

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...
TJ Vassar

TJ Vassar is a Senior Progam Manager for Microsoft.

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Information Access – Reporting in Dynamics AX

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 daily activities and the level of investments required to manage the data....