Export Purchase Order Data to MS Excel template with Dynamics AX 2012 ( Document Management )

Introduction:                                                               

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 Excel 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 fill data to MS Excel and MS Word templates from Microsoft Dynamics AX data. 

AX 2012 Cash flow forecast Part II: Purchase Cash flow forecast

Purpose: The purpose of this article is to illustrate how to use cash flow forecast functionality for purchase orders .

  Use the following procedures to work with Cash flow forecast:

1.     Click General ledger > Setup > Posting > Liquidity.

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.