Learn about customer payments with this video from the book AX 2012 Core Financials.
When many users enter Project transactions, things can and will go wrong. The Adjustment function lets a Project Accountant sort out the mess.
Check out AX 2012 Projects for additional training materials.
If you’ve ever tried to setup Dynamics AX posting profiles with the Contoso demo company as your guide, I’m sorry. They are not setup like a real company would configure AX.
Back in the day with Axapta (AX) 2.5 and 3.0 there was a “What’s this?” option as part of the right-click contextual menu. It would bring up the help text for the field you were in. Unfortunately, this feature did not survive to see AX 4 or later versions.
When I started my first book, Dynamics AX 2012 Core Financials, I wanted to use the “What’s this?” concept to give more context to important fields. This provides an additional level of insight into the process.
Learn about Account structures and more from the AX 2012 Core Financials interactive textbook. Below are screenshots and video from the book.
There are two important flaws to remember regarding Account structures:
- When you share the Chart of account across companies, Main accounts and Dimensions will appear in drop-downs even if they are deactivated.
- There is no way to restrict selection of Dimension values on a master file record (i.e. Customer, Vendor, Project, Item, Employee, Order, etc).