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:

AX 2012 | Import Released products using DIXF

This post illustrate how to import released products using the data import export framework in Dynamics AX 2012. We are going to import some of the released products information, you can add or remove fields as needed.

To import the released products please follow the steps below :

AX 2012 | moving average costing method - Part 4

In this part we will discuss production costing with moving average. If you use moving average in production costing, costs can be based on the current costs of raw materials rather than on the cost price that was originally registered for the item master. When the finished good is reported as finished, the cost reflects the estimated product cost calculation that is executed by a release of production orders.

The original cost calculation of the finished good might have happened months ago, and thus it might be outdated. With moving average, the result of a product cost calculation that is executed during the estimation process can be adopted rather than the cost from the original cost calculation of the finished good.

AX 2012 | moving average costing method - Part 5

This is the last part of the  moving average costing method in Dynamics AX 2012. in this part we will discuss the reports which show how moving average was calculated.

If you sort transactions on the inventory value report according to transaction time, transactions are listed chronologically, and you can view the costs from a moving average perspective. This way, you can verify that the cost of a moving average product has not been changed retroactively, even though the product has, for example, been adjusted by using backdating.