Unified Operations & Dynamics AX Forum

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  • Hello All, We are selling extended warranties which are taxable in some states and not in others. This we have no problem setting up, however, OK require an admin fee instead of tax. How would you go about setting that up so we charge an admin fee for ...

  • ​Thank you for the responses and for the links to more documents.  However I still cannot seem to get clarity on the setup. I need to value the imported product at  receipt without impacting the amount to be vouchered and paid to the vendor on posted ...

  • Have you considered adding it as a misc charge on the PO?  Maybe with a markup code that hits a ledger account specifically set up for that purpose.  Then it could be handled similar to a 3rd party freight charge. ------------------------------ Beth ...

  • If I understand correct your business requirement, you have a bunch of clients, and you want to see if you want to make sure you record receipts for all their invoices? Did you look into using the "Payment Proposal" functionality? This process will collect ...

  • If you need any documentation on this, send me an inbox message. I've created some for use internally at my company. ------------------------------ Ian Gorman, PMP, MCSE Consultant ------------------------------

  • Hi Debbie,    You can do this via surcharges on the costing sheet, against subtype "Sublevel" and call out the node that holds your tariff'ed items.  Ensure your purchased materials that are subject to tariffs have their own cost group, and are rolling ...

  • We have always setup the recurring batch jobs through Data Management.  I've never thought of manipulating the batch job that is created.  I think if I ran into an issue, my inclination would be to delete the batch job and recreate it through Data Management. ...

  • A few questions: 1. Are you using the out of box Microsoft Standard Entities?  If so, keep in mind that these entities were designed to get data INTO D365, not support data extract/reporting.  The standard entities have logic built into them that transforms ...

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  • ​Hi There!!  I’m the senior research lead at Microsoft focused on the Power Platform products: PowerApps, Flow, Power BI, and the admin centers for each (as well as the admin center for Dynamics 365). I’m reaching out because of your engagement with ...

  • One question I’ve had throughout the releases of D365FO has been why there wasn’t an ‘Undo’ or ‘Remove’ for a security change made within the user interface. Before security changes go live into the system, they first go to a staging area called ‘Unpublished ...

  • Here on D365UG/AXUG, you can control what information shows to others on your D365UG/AXUG profile! Reviewing your D365UG/AXUG profile privacy settings periodically will allow you to understand what information of yours is viewable on our site and allow ...

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  • There are a couple questions I get/issues I see quite often around setting up security in the D365FO user interface so I figured I would make a post around things to watch out for. Security is still hierarchy based, and needs to be created in that ...

  • The Extensible Data Security (XDS) framework is a feature in D365FO and AX 2012 that allows users to supplement role based security and allow access to tables to be restricted by a policy. This feature was an evolution of the record-level security that ...