Premium

Before we start, though, there are a couple of codes and controls that we may want to set up within the Procurement & Sourcing area, which will make the system...

Sometimes spending a little bit of time in advance can save us a lot of time in the long run. One example of this is that if we set up...

Now that we have all the codes and controls set up, we can start creating Purchase Orders, receive them and then post them as Payables Invoices. In this module, we...

Up until now, all the prices that have been used as the Purchase Orders have been created have defaulted directly from the Purchase Price on the Released Product record.  But...

If we want to track our Purchase Orders a little more closely, then we can turn on the Change Management feature within the Procurement and Sourcing module.  That gives us...

The Procurement and Sourcing  area within Dynamics 365 not only allows you to manage and track all of the purchasing activities within your organization.  It is also where you can...

Before we start taking Sales Orders, we need to set up a few codes and controls to make our life a little easier.  Some of these include the configuration of...

Like Procurement, Sales can also set up the Categories, allowing us to segregate our products and easily find them within the ordering process. This module will show how we can set...

Now that we have all the codes and controls set up, we can start creating Sales Orders, ship them, and then create our Receivable Invoices to get money. In this module,...

Now that we have the Order to Invoice process configured, we can start refining our pricing and creating price lists specific to products and customers and enabling features like margin...

Once we have the Sales Prices configured, the next area that we will want to look at is the Discounting capabilities within Dynamics 365. We can take advantage of a...

Sometimes we want to add a charge or adjustment to our sales orders.  These charges could be for freight, handling, packaging, penalties, dings & dents markdowns, and just because of...

There are many helpful order management features hidden within the Order Management area of Dynamics 365 Supply Chain Management. One such feature is creating lists of items that the customers...

Sometimes there are cases where customers will want to return products that they have ordered.  Maybe they didn’t like the product, or they ordered the incorrect product. Sometimes, it’s our...

When we are entering orders, but before order submission and confirmation, we may want to put a hold on our order to prevent it from being released to the warehouse...

The Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you...