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
Cash and Bank Management
For the full experience viewing these eBooks, check out the iPad versions.
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…
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.
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.
Learn about customer payments with this video from the book AX 2012 Core Financials.
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).
What’s the point of a trial balance? The total is always zero.
If you’re an accountant who’s interested in such frivolities, this video from the book AX 2012 Core Financials shows how to setup and activate a Dimension set and inquire on the Trial balance.