This week I wanted to do a series of posts on Project setup. The series will show the key setup steps required to create a new Project.
First off is creating a new Project contract. The Contract is the mechanism in AX for assigning one or more Projects to be invoiced together.
Check out the full experience of the AX 2012 Projects training manual.
In the United States we still mail paper checks for vendor payments. I cannot fix our stone-age banking system, but I can provide some guidance on reconciling this mess. Check out this video from the book AX 2012 Core Financials.
This week I wanted to share some information on creating new Products in AX 2012.
The Product structure in AX can seem a bit confusing at first, but there are two main components: Products and Released products. A Product defines the physical attributes of an item, is shared across companies, and is assigned a Product number. A Released product defines the company specific financial, production, and warehousing settings of an item and is assigned an Item number.
In this video, the creation of the item is done from the Released product form. By starting in this form, both the Product and Released product are created at the same time.
More details on this and other processes are available in the AX 2012 Trade manual.
The iPad manual AX 2012 Core Financials has been updated to include more great content and videos of the most commonly used AX features. One of the new sections covers Customer transaction editing.
I’m off to AXUG where it’s all about the AX community. On that note, community member and blog reader Arif requested I post more information on the Projects module.
If you have specific requests for training materials, let me know in the comments.
I feel like I have to use the Force to get Return sales orders to work. There are a few subtleties in the process – especially around Registering the return. Become an AX Jedi with this video:
Like this video? Learn AX faster with AX 2012 Trade for iPad.
Learn about customer payments with this video from the book AX 2012 Core Financials.