In part 1 (Process Opening Balances Part 1) we were discussed how to process the opening balances for new implementation.
In this part we will discuss how to transfer previous year ending balances to the new year as opening balances.
Within the following steps we will illustrate how to do it.
Upload and process opening balances is one of the most important steps during ERP implementation life cycle. In this post we will illustrate how to process opening balances through dynamics AX. During this article we will discuss the Following:
Until recently, I thought there is no standard functionality to link sales order with prepayment. Guess what ! I was wrong.
Dynamics AX provide simple straight foreword functionality to link prepayment with sales order. Special thanks to Ahmed Assaf, who helped me to figure this out.
the following steps illustrate how to link prepayment with sales order:
This post illustrate how employees can request cash advances and how AX automatically apply the cash advances to an expense report.
this functionality give the employees the ability to request Cash Advances to cover business expenses.
For example business trip Ticket, meals on a business trip,Taxi, Meal,Car rental etc..
in order to use the cash advances functionality we need to setup the following main pre-requisites:
Cash Advance Account
Payment Methods
Expense Categories
Expense report Workflow,
Cash Advance Workflow
