Sales order Charges in Microsoft Dynamics AX by Imran Nisar

The charges can be assigned manually by the user during sales order processing, or automatically based on specific conditions that are applied if the sales order meets these conditions (Automatic will be discussed in a later post).

 

In order to assign charges to the sales order header go to Sales order | Sell | Charges.

Select the charge code, and enter the required amount.

In order to assign charges to the sales order line, go to Sales order lines | Financials | Maintain charges

The charge will be assigned for this particular sales order line and item.

Prepare a Credit Note against Sale Order in AX 2012

Prepare a Credit Note against Sale Order in AX 2012

Select the invoiced sales order to prepare a credit note for. On the Action Pane, on the Sell tab, in the Credit note group, click Credit note. The Create credit note page is displayed.

In the credit note window uncheck Delete order lines and after that go to the Lines FastTab, select the check box for the invoiced item that you want to prepare the credit note for. You can modify the site, warehouse, and sales quantity, if it is required. You can select one or more lines. To select all available lines, click the first check box in the Lines FastTab page is displayed.

Copy selected sale invoice for invoice overview

The View sales order confirmation page is displayed. This page shows the negative order lines that you have just created for the sales order page is displayed.

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How to Create Purchase Requisition in Ax 2012 ERP

How to Create Purchase Requisition

Go to Procurement and Sourcing > Common > Purchase Requisitions > All purchase requisitions
Click New > Purchase requisition button on action pane

Set Name

Set Date
Click OK button

Click Add line button
Set Procurement category

Set Product
Set Quantity
Set Unit
Set Unit price
Close the form
Refresh the list page
Click the submit button on the yellow bar above the grid

Click Actions > Approve button on the yellow bar.

Make sure that the workflow status should be “Approved” See the screenshot below for more clarification.

Go to ×Procurement and Sourcing > Common > Purchase Requisitions > Release approved purchase requisitions
Select the ×Purchase requisition created above.
Click New > Purchase order button

Set Vendor account = BBF-VEND-000000
Click OK button
Purchase order should be created successfully
An info log message should be displayed for the successful creation of Purchase order

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How to Create Security Roles in Microsoft Dynamics AX-2012

How to Create Security Roles in Microsoft Dynamics AX-2012

Security Roles

Security roles define a particular function that an individual plays in an organization. Security roles are groups of duties and privileges which define the functionality a user can access and parts of the interface a user can view.

Security in Microsoft Dynamics AX 2012 is based on roles where the access is granted to roles and those roles are then assigned to users.  Each role consists of a set of duties, each duty comprises of as set of privileges and privilege includes permission.

now i want to create a security role with detail.1st of all i go to System Administration > Setup > Security > Security Roles

Create new Security Roles and Rename AOT Name

Security Privileges

Privileges are used to give access to individual application objects like forms and reports. A privilege defines the level of permission that is required to access an application object in AX. Privileges group together permissions that are necessary to complete a specific job.
go to security privileges > new privileges > Change AOT Name> write click on new privileges and select New Duties

Duties

Duties correspond to individual task that a user can perform, and group related privileges into a single task. Each duty can be assigned to one or more security roles depending upon the business process in question.
Select security privileges and go to New Duties 



Rename the duties and then select new duties and go to new privileges >  

5. Entry point

An entry point corresponds to a starting point that a user is required to access in order to perform a job. Each function in AX is accessed through an entry point. There are 3 different types of entry points in AX:

·         Menu items

·         Web menu items

·         Service operations

6. Permissions

Permissions are used to control access to each individual object in Dynamics AX. The level of permission is controlled by the associated Access level. Following are the different Access levels available in AX:

·         Read

·         Update

·         Create

·         Correct

·         Delete

·         No Access

Read represents the weakest permission. Delete is the highest permission that can be assigned. When an access level is assigned, all the permissions below it hierarchically are automatically included. For example, Create permission also includes Update and Read. No Access is used to deny user permission to a particular object

Happy Learning (Muhammad Imran Khan)