AX 2012 | Cash On Delivery

In the previous post we had discussed how to process cash sales. Today we are going to continue the second part of the cash sales where customers must pay when they receipt the goods or services. this process what we call cash on delivery.

Dynamics AX provide the functionality to process the cash on delivery. the following steps illustrate how to set up and process the cash on delivery.

AX 2012 | Cash Sales

In this post we will illustrate how to configure and process cash sale within Dynamics AX 2012. Cash sales is one of the common business practice between entities. In cash sales process the customer is required to pay cash on the spot. Dynamics AX create two vouchers when we post sales invoice with cash payment terms as follow:

First voucher

Debit: Customer Account

     Credit : Revenue Account 

Second vouchers 

Debit: Cash Account

     Credit : Customer Account

follow the few steps below to set up and process cash sales:

AX 2012 | Address Book Security Based on Team

In this tutorial we are going to discuss how to set security privileges to party records (Customers, Vendors, Workers, Contact, Prospect, Applicant... etc). Dynamics AX provide three ways as following :

• Secure by legal entity
• Secure by address book
• Secure by both legal entity and address book.

In this post we are going to focus in how to secure Address book based on teams. which means that only workers who are assigned to a team that has access to an address book can view the party records in that address book.

when we select Secure by address book, access to the address books is restricted by team. You must select the teams that have access to each address book. For each address book, you can set security privileges that allow or deny access to specific teams. If you grant a team privileges to an address book, all members of the team can view the records in the address book. If you do not grant a team access to an address book, the team cannot view the address book or its contents.

AX 2012 | Reimburse Customers

This article illustrate how to create reimbursement transactions for customers. Reimbursement transaction used when a customer has a credit balance, if the following conditions is applied you can reimburse customer for the amount of the balance.

1. The customer must have an associated vendor account( If a customer does not have a vendor account, a one-time vendor account is automatically created for the customer).
2. balance amount must exceed the minimum reimbursement amount that is specified for your legal entity.

When you create reimbursement transactions, a vendor invoice is created for the amount of the credit balance. This will remove the credit balance for the customer account and creates a balance due for the vendor account that corresponds to the customer.

Do the following steps to set up and create reimbursement transactions:

AX 2012 | Withholding Sales Tax

In this post we will discuss how to set up and calculate the withholding tax in Dynamics AX. Withholding tax is due on non-inventory deliveries (services), that a supplier delivers.

Buyer is legally responsible for paying withholding tax therefore The buyer is responsible for withholding a certain percentage of the invoice amount at the time of payment. (Net amount = invoice amount - withholding tax) is paid to the supplier. 

The tax withheld posts to a ledger account for withholding tax, and periodically is paid to the TAX authorities.

To to set up withholding tax perform the following steps:

AX 2012 | Import Data From an ODBC Through DIXF

Microsoft Dynamics AX 2012 Data Import/Export Framework provide the functionality to import data from an ODBC data source into Dynamics AX. In this post we will illustrate how to import Vendor data from MS SQL database into AX. First we will create sample database that contain vendors data. Then create an ODBC data source, Set up DIXF to import the data to the vendor entities.

Convert Field Values During The Importing Process Through DIXF

In the last two articles we discussed how to:

• Configure DIXF To Automatically Generate Unique Key Using Number Sequence.
• Assign Default Values Automatically During the importing process through DIXF.

Today we will discuss how we can convert the field values during the importing process.

Sometimes we may need to convert some of the master data values, especially when we planing to import data from a legacy to new system. For example, assume that one of your clients request to reclassify the vendors from a business line to a new one. in this case you can set up DIXF to convert the old business line value to the new value instead of change the business line for these vendors manually.

The following example we'll show how to convert the Vendor Line of Business during data import process.However we can use the same approach to change the values for any other fields.

Assign Default Values Automatically During the importing process through DIXF

During the preparation to import data, we often find ourselves having to fill a lot of values that are often the default values. For example, language, currency, customer group or group of suppliers etc....

In this article i will show you how we can assign default values during the importing process through DIXF.

The following example illustrate how to automatically assign default values for vendor currency and vendor group during the importing process. However we can use the same approach to assign default values for any other fields.

Configure DIXF To Automatically Generate Unique Key Using Number Sequence

Do we really need to manually add the reference numbers in the source file when we planning to importing data through the Data import export framework ? No we don't need to do that anymore :)

In this article i will show you how we can Configure DIXF to automatically generate unique key using number sequence during the importing process.

The following example illustrate how to generate vendor accounts automatically during the importing process. However we can use the same approach to generate the unique key for any entities.

Importing purchase orders using DIXF

In this post we will illustrate how to import purchase orders through data import export framework. we will use one excel file which contain purchase order header in first sheet and purchase order details in another sheet.


to import the purchase order please do the following steps: