Shortcut keys to find and filter data in AX 2012

You,me and everyone likes shortcut keys. MS Dynamics AX come with around 100 shortcut keys.

Seven of them designed to find and filter data. Today we are going to discuss The most important three in my opinion at least.

1. ALT+F3                     Filter data by the current field value.
2. CTRL+SHIFT+F3       Clear all filters.
3. CTRL+UP ARROW    Move to the filter field of the column that the cursor is in.

In the following section we will use the "Main Account List" to demonstrate the previous shortcuts key.

Export Sales Order Data to MS Word template with Dynamics AX 2012 ( Document Management )

Often, the customer asked to modify the layout of the Standard reports to meet existing templates or tastes. and as we all know that changing the layout in the SSRS reports will take long time. Instead we can use one of the Dynamics AX functionality to export the customer data to MS Word Template in simple way and short time.  

The Document management functionality in Microsoft Dynamics AX give you the ability to attach files to records. For example, you can attach PDF, Microsoft Word, or Microsoft Excel files to a purchase order or a sales order. You can also create Word and Excel templates from Microsoft Dynamics AX data. 

This Article will discuss how to use MS Word templates rather than customize the standard SSRS reports in Dynamics AX 2012.

Payments in advance ( prepayment ) To a Vendor | AX 2012

This Article discuss Payments in advance ( prepayment ) to a Vendor. This article divided into three parts

• Introduction
• Setup (Step by step with screenshots )
• Implementation (Step by step with screenshots )

Introduction:                                                                          

Accounting practices in many countries/regions require that prepayment journal vouchers, or payments in advance, from a customer or to a vendor not be posted to the usual summary accounts for the customer or vendor. Instead, these prepayment journal vouchers must be posted to special ledger accounts for prepayment journal vouchers. When a sales order or purchase order is made, an invoice is issued to the customer or vendor. When the invoice is paid, the prepayment journal voucher and sales tax prepayment journal voucher on the ledger accounts for the prepayment journal vouchers are reversed. The invoice amounts are then automatically posted to the usual summary accounts.

Payments in advance ( prepayment ) from a customer | AX 2012

This Article discuss Payments in advance ( prepayment ) from a customer. This article divided into three parts

• Introduction
• Setup (Step by step with screenshots )
• Implementation (Step by step with screenshots )

Introduction:                                                                           

Accounting practices in many countries/regions require that prepayment journal vouchers, or payments in advance, from a customer or to a vendor not be posted to the usual summary accounts for the customer or vendor. Instead, these prepayment journal vouchers must be posted to special ledger accounts for prepayment journal vouchers. When a sales order or purchase order is made, an invoice is issued to the customer or vendor. When the invoice is paid, the prepayment journal voucher and sales tax prepayment journal voucher on the ledger accounts for the prepayment journal vouchers are reversed. The invoice amounts are then automatically posted to the usual summary accounts.