AX Notes

Some industries will have a process where they want to generate installment schedule for the customer invoice. Let's say the company would like to split the payment schedule for an invoice into : 1st Payment: 10% of the total invoice and due at the end of the month of the invoice date 2nd Payment: 60% of the total invoice and due to 3 months after the 1st Payment 3rd Payment: 30% of the total invoice and due to 6 months after the 1st Payment AX has the " payment schedule " feature that can help user to split the due date and amount of the invoices into schedule. This feature has already been available since version 4.0  Below steps are the steps in AX standard to cover above scenario (AX 2012 is used for below steps): Setup Payment Schedule (Accounts Receivable > Setup > Payment > Payment Schedules To apply the payment schedule to customer invoice, open the settle open transactions form, and run the " transaction reorganisi...

WIP Posting Setup Hi All, This time I just want to share a quick tips to ensure that the project transactions can be posted into WIP. In order to make the transactions get posted WIP, two elements in Project module have to be set up accordingly. Project Group Line Properties Project Group (Project Management and accounting\Setup\Posting\Project Groups) There are certain type of project that allows user to capitalise their costs. To enable the WIP Posting below configurations has to be done Line Properties (Project Management and Accounting\Setup\Line Properties\Line Properties) Enabling both transaction will result transaction to be posted into WIP. If only one of them is set up, the transaction will be posted into Profit & Loss account directly.  Cost Template You must select the categories to be included in estimation process. If the category isn't included in the setup, Estimate process will not include it in the calculation.

Everytime I start AX2012 implementation in new client, I have to setup General Ledger Parameter, especially under the "Batch Transfer Rules" section. And I usually like to set the transfer mode for every document as " Synchronous " for the 1st time workshop. The problem came after I imported a template data / standard template data where the General Ledger parameter values had been modified previously. Or you might encounter the similar situation if you had somebody else setup the GL and you want to change the " Batch Transfer Rules " for all document. Here is the current setup for the " Batch Transfer Rules " and I try to change it for All Document in the current entity. Batch Transfer Rules - General Ledger\Setup\General ledger Parameter I found that the screen won't allow me to change the Rule Type to "Company" (regardless R1,R2,R3). If you look at the design form at AOT the "Rule Type" field is set as disabled, ...