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Building workflows in Travel and Expense

We are going to learn how to build a basic workflow for the expense management module, were employees can submit their…

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Expense Management – Expense report policies

In travel and expense module we have policies which can help us to set certain rules for submitting an employee expense…

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Purchase Prepayments

Vendor prepayment is a scenario where an organization agrees to paid certain/full amount of purchases in advance to a vendor. In…

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Daily procedure accounts receivable

Customer Free text Invoice Use free text invoices to create a sales invoice with order lines that include the following: Ledger…

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Creating a Fixed asset

Go to fixed assets  -> Common -> Fixed assets -> click on create new fixed asset button it will show the…

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Daily procedure Accounts payable

Create a Vendor direct invoice   Go to Accounts Payable → Journals → Invoice journal click new, button…

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Configuring Journals

Go to General ledger → Setup → Journals → Journal names Click new Set a name Set a description Select a…

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Configuring accounts payable

Microsoft Dynamics AX offers extensive functionality for setting up different vendor payment options. These global payment options are used in the…

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How to use Microsoft Excel Add-in

You must install Office add-ins during the Dynamics AX installation process This installation process will insert a folder tab in Microsoft…

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Configuring General Ledger

Open the chart of accounts and financial dimensions.           Configuring Account Structures Go to General Ledger >…

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