Category Archives: Books

A Plethora of New Free Content is Available

Every video and PDF excerpt of the books AX 2012 Core Financials and AX 2012 Trade are now available on this site. Free! Use the menus above to navigate to the various chapters and sections of the books.

Core Financials Links
General Ledger
Cash and Bank Management
Accounts Receivable
Accounts Payable

Trade Links
Sales Orders
Purchase Orders
Inventory Management

For the full experience viewing these eBooks, check out the iPad versions.

Six Months of AX Content in One Post

Too many client go-lives and good summer weather have destroyed my blogging rhythm. So in a fit of craziness I decided to post every video from the incredible iPad manual “AX 2012 Core Financials”.

General Ledger Videos

Bank Management Videos

Accounts Receivable Videos

Accounts Payable Videos

Let me know in the comments how much time this buys me until I need to post again…


Project Setup – Validations

The final post in the Project setup series is on Validations. Validations limit the Workers or Categories that can be entered against a Project.

The videos in the Project setup are only part of the AX 2012 Projects textbook. Experience the whole manual including tips, step-by-step instructions, interactive screenshots, and videos; also, jokes, which an enthusiastic reader described to me as “sometimes funny.”

Project Setup – Project Contracts

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.

Creating a New Product

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.