Showing posts with label Sales and Marketing. Show all posts
Showing posts with label Sales and Marketing. Show all posts

Tuesday, November 1, 2016

AX 2012 | Sales order Prepayment


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:


Saturday, December 5, 2015

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:

Wednesday, July 16, 2014

AX 2012 Cash flow forecast Part I: Sales Cash flow forecast

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

  Use the following procedures to work with Cash flow forecast:
1.     Click General ledger > Setup > Posting > Liquidity.

Tuesday, July 15, 2014

AX 2012: Customer Item Statistics

Purpose: The purpose of this article is to illustrate how to use Customer Item Statistics functionality to analysis revenue,Item Group and item Sales amount per customer.

Scenario:For a customers account  that you manage, it is very important to analysis the revenue,item and item group sales amount for a customer before decide to grant long payment terms,discount or bonus.

  Use the following procedures to work with Customer Item Statistics:

  1. Go to Accounts receivable-->Common-->Customers-->All customers

Monday, July 14, 2014

AX 2012: Price simulation Part I: Create a header price simulation

Purpose: The purpose of this article is to illustrate how to use price simulation functionality  in sales quotation.  

Scenario:For a quotation that you manage, it is very important that you simulate the quotation sales price to shows a new total amount, based on a proposed new discount percentage.

Note : A price simulation does not change the price in the quotation. If the price simulation is applied to a whole quotation, it is treated as a special discount on the quotation header. 

  Use the following procedures to work with price simulations.
  1. Click Sales and marketing > Common > Sales quotations > All quotations

Friday, June 13, 2014

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.

Monday, June 2, 2014

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.