Monthly Archives: April 2015

The Inventory Management area of Dynamics AX allows you to track all of the inventory within your warehouses, manage all of the movements and inventory adjustments and also set the inventory policies for costing. This is also the foundation for the other modules like Procurement & Sourcing and Sales Order Management because it gives you something to receive into and also ship from which is useful to track.

In this guide we will step you through the setup of all of the basic configuration that is needed in order to get your sites and warehouses configures, show you how to tweak your products so that they can be used within the warehousing structures, how to perform common inventory transactions like cycle counts and also how to configure batch controlled and serialized items.

To help you all, I have published book #8 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Inventory Management Within Dynamics AX 2012. The book covers all of these areas related to Inventory Management:

  • Configuring Inventory Management Controls
  • Configuring Inventory Structures
  • Configuring Products for Inventory Management
  • Configuring Inventory Counting
  • Configuring Batched and Serialized Products

If you want to get a printed copy of the book, or if you want an easy way to download a PDF copy then you can now get it from Blind Squirrel Publishing. As a bonus, you will still get 20% discount off the standard list price since it’s still the sites birth month. Catch the discounts while you can, because squirrels are incredibly frugal and hate giving discounts. To find the book on the site just follow this link and it will take you directly to the book details.

If you want more resources for this book then you can check it out on the Dynamics AX Companions website by clicking on the following link: We will be posting additional follow up material here for the Premium Subscribers.

PS. Next on the list is Book #10 Configuring Procurement & Sourcing Within Dynamics AX 2012 – it should be available next month,


Everyone is probably familiar with the Document Attachments feature that is built into Dynamics AX, but you may not know that there is a second document management function that allows you to drag and drop files into it and also add additional notes against documents. If you didn’t know this then don’t feel too left out, it is part of the Sales and Marketing module, and is only available on a handful of forms.

Why this is interesting though is because if you want to do some light configuration within Dynamics AX, you can easily add this to other forms and start getting the same drag and drop document management capabilities. You don’t even have to write a single line of code.

The question you need to be asking yourself is why not do this?

Getting Ready

To show you what we are talking about, just open up the Sales Quotations form and switch to the General ribbon bar. If you look in the Related Information group you will see the Documents button.

Before we can use it though there is a little bit of setup. So click on the Sales and Marketing Parameters menu item within the Setup group of the Sales And Marketing area page.

When the Sales and Marketing Parameters form is displayed, switch to the Documents page.

Click on the Document Type for Incoming Email and select the File option.

Do the same for the Document Type for Outgoing Email and Document Type for Other Documents fields.
When you have done that, click on the Close button to exit from the form.

Now you can click on the Documents button within the Quotations form and a new document linking form will be displayed.

To test it out, just grab a file, and frag it over to the Drag Files Here box in the form.

BAM! The document is attached.

How To Do It

To add this capability to other forms, open up AOT and then open up the SalesQuotationListPage form.
Expand out the Design section and then drill into the ActionPanel until you get to the button group containing the smmDocuments button. If you look carefully at it, it actually calls another menu item.

To add this to the Customers form as an example, open up the CustTable form and expand out the ActionPanel and then the General ribbon bar.Right-mouse-click on the ActionPanel and select the New Control menu item and then the ButtonGroup sub item.

When the new Button Group is created, change the Name to btngrpGeneralRelatedDocuments.

Then move the Button Group to the bottom of the list.

Now drag the smmDocuments button from the SalesQuotationListPage form over to the new button group that you just created. Remember to hold down the CTRL key to make sure that you copy, and not move.

After you have done that, click on the Save icon and let the form update.

Now when you return back to the Customers form you will see that there is now a button for the documents.

If you click on it then it will open up the document linking form.

Just drag and drop the files over there to link them with the customer account.

Now you can add notes to the document and update the description.


This is such an easy change to make, you may start doing it everywhere else in the system. What’s more, there are no coding changes required.

If you dig into this feature a little more you will find that there is a class associated with the smmDocuments form that allows you to add additional linking logic as the files are being attached. This allows you to change the default key fields that are used to index the document, which could be useful if you are wanting to do just a little bit of coding.

How cool is that?

About The Author:
Murray Fife is a Microsoft Dynamics AX MVP, Author of over 20 books on Microsoft Dynamics AX, and Solution Architect at I.B.I.S. Inc. with over 20 years of experience in the software industry. Like most people in his industry he has worked in many different roles during his career, including as a developer, an implementation consultant, and a trainer which gives him a great understanding of the requirements for both customers and partners. He is a regular contributor to the Dynamics AX community and in addition to hosting presentations for I.B.I.S. presents regularly for the AXUG and MS Dynamics World, has spoken at Microsoft Convergence and AXUG Summit conferences. If that was not enough, he works closely with Microsoft evaluating with their beta products and also is a Council Member on the Microsoft Dynamics Academic Alliance trying to help educate the new generation of consultants on Dynamics AX.

The Product Information Management area within Dynamics AX not only allows you to manage all of the core product details. It is also the central location for all the other product information such as the Product Attributes, Product Categories, External Product Descriptions and Product Structures. It also allows you to track the interrelationships between the products through this part of the system with the Product Relationships. If you want to add more control over the products lifecycle then you can use the Product Change Management Cases. All of this information is managed through this one location and then consumed within all of the other modules.


Setting up the Product and Service details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Product Information Management area, and also how some of the basic parts work to get you up and running and working with your Products and Services.


To help you all, I have published book #7 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Product Information Management Within Dynamics AX 2012. The book covers all of these areas related to Product Information Management:


  • Configuring Product Information Management Controls
  • Configuring Products
  • Configuring Dimensional Products
  • Configuring Product Categories And Attributes
  • Configuring Product Catalogs
  • Configuring Product Relationships
  • Configuring Product Change Management Cases


If you want to get a printed copy of the book, or if you want an easy way to download a PDF copy then you can now get it from Blind Squirrel Publishing. As a bonus, you will get a 20% discount off the standard list price. How generous is that? Just follow this link and it will take you directly to the book details.



If you want more information on this book then you can check it out on the Dynamics AX Companions website by clicking on the book icon below::



I hope this is useful, or at the very least interesting and don’t hesitate to drop me a note if you have any comments or suggestions on other cool things to do with AX.

I just wanted to drop you all a quick note to remind you that the AXUG Academy Class that I am teaching on Accounts Payable Configuration within Dynamics AX 2012 is coming up next week.  This is the fourth in the series, and continues on from the General Ledger, Cash and Bank Management and Accounts Receivable classes that we have held over the past few months.

Even if you are one of the enlightened ones that have already started taking these classes, you can easily start with this class.  Here is the link to the AXUG Academy website with more information.

Academy – AX Configuration Series – Accounts Payable Setup April 2015

Friday, April 10, 2015 (12:45 PM) to Friday, April 10, 2015 (5:00 PM) (Eastern Time)

I have been rebuilding the training material for this class and all of the students will get a new and improved version of the Configuring Accounts Payable within Dynamics AX 2012 Bare Bones Configuration Guide Training Workbook which has been expanded (both page count wise and also physically) to make it easier to follow during the training.  This book is not even available on Amazon yet (

All of the exercises have been reformatted to give you a quick reference guide, a thumbnail cheat sheet and also a detailed step by step guide with screen shots.  Also we have improved the quality of the images so there is no more pixilation of the screen shots which makes is even betterer (I know this is not a real word).

Here is a quick summary of the class and also the areas that we will be going through:


The Accounts Payable area is one of the three foundation financial modules within Dynamics AX that you will want to set up.  It not only allows you to manage all of your vendor information, post your invoices, and make in your payments, but also allows you to manage approval workflows, and much more.

It’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the payables area, and also how some of the basic transactions work to get you up and running and working with your vendors.

Configuring Accounts Payable Controls

Before we start adding vendors and creating invoices within the Accounts Payable module of Dynamics AX, there are a couple of codes and controls that need to be configured so that everything else later on in the book will run smoothly.  In this section we will walk through everything that you need to set up to get the basic Accounts Payable features working.

Topics Covered:

  • Configuring Payables Journals
  • Configuring Vendor Posting Profiles
  • Configuring Cash Payment Terms
  • Configuring Net Days Payment Terms
  • Configuring Net Day Of Month Payment Terms
  • Configuring Equal Monthly Scheduled Payment Terms
  • Configuring Proportional Monthly Scheduled Payment Terms
  • Configuring Cash Discount Codes
  • Configuring A Check Payment Method
  • Configuring An Electronic Payment Method
  • Configuring A Postdated Check Payment Method
  • Configuring Accounts Payable Parameters

Configuring Vendor Accounts

Now that you have all of the codes and controls configured you can start adding some real data into the Accounts payable, and the best place to start is by setting up your vendors.

In this chapter we will show you how you can set up individual vendors, and also how you can load in all of your vendors in bulk through the Data Import Export Framework.

Topics Covered:

  • Changing the Vendor Numbering Sequence
  • Configuring Vendor Groups
  • Creating A New Vendor Account
  • Importing Vendors Using The Data Import Export Framework
  • Updating Vendor Information Manually
  • Performing Bulk Updates Using The Edit In Grid Function
  • Performing Mass Updates Using Excel

Configuring Invoicing

Now that we have all of our vendors set up, we can start doing some real work by entering in invoices and processing payments.

Topics Covered:

  • Creating An Invoice Journal
  • Viewing All Open Vendor Invoices

Creating Vendor Payments

Once you have invoices within the system, you can start selecting invoices for payment and print checks.

Topics Covered:

  • Creating A Payment Journal Using Payment Proposals
  • Generating Payments From A Payment Journal
  • Viewing Vendor Transaction History

Configuring Payables Invoice Journal Approvals

Payables is one of the most common areas within Finance that people want to add workflows and a great place to start within this module is to configure workflow approvals around the Payables Invoice Journals so that you can make sure that only the invoices that you want to pay get paid.

Topics Covered:

  • Creating An Invoice Journal Workflow
  • Defining Invoice Journal Approval Workflow Submission Instructions
  • Assigning Multiple People To The Journal Approval Workflow Task
  • Defining The Journal Approval Workflow Task Instructions With Context Links
  • Publishing And Activating The Journal Approval Workflow
  • Assign The Invoice Journal Workflow To The Invoice Journal
  • Submitting AP Invoice Journals For Workflow Approval
  • Accessing Workflow Tasks Through The Work Item Notifications
  • Accessing Workflow Tasks Through The Work Item List
  • Viewing Workflow Status And History
  • Approving Workflow Tasks Through The Work Item List
  • Posting AP Invoice Journals After Workflow Approvals Have Been Completed
  • Adding Status Notifications To Workflows
  • Publishing A New Version Of The AP Invoice Journal Approval Workflow
  • Receiving Workflow Status Update Notifications
  • Viewing Workflow Versions
  • Viewing All Workflow Statuses

Here is the link for more information:

Last three classes on Configuring The General Ledger, Cash and Bank Management and Accounts Receivable classes were a great success and I hope to see some of you at this next class on the 10th.  There is limited seating so reserve your place soon

I have a confession to make – although you all may know this already – like all struggling authors, my writing and curating the Dynamics AX Companions site is my second job, and the only way that I am able to do this is through the support of I.B.I.S. Inc.

So to return the favor back to them I am asking all of my community of readers that if you like what I am doing through the Dynamics AX Companions site, then show the love by creating a review for my benefactor on Pinpoint. For those of you that are not familiar with Pinpoint, it’s also a forum that allows people to comment on services and solutions that would be akin to online Business to Consumer sites like Yelp or Angie’s List.

If you want to help me out then just sign into to the Pinpoint site (, do a search for I.B.I.S. Inc. and then write a quick recommendation.

Apart from helping my benefactor, it will also butter them up and keep me in the good graces with them so that I can spend more time releasing out the remaining Bare Bones Configuration Guides that I have been trying to find time to finish.

Thanks so much.