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RE: Timeline on dashboard not showing where posts come from

Unfortunately our organization is on WebEx teams so the recent focus on all the Microsoft Teams integrations is not helping us at all. It looks really cool though. By the way, I realized I posted the wrong link above. The feature idea for the Auto Post filter is here: https://powerusers...


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RE: Timeline on dashboard not showing where posts come from

@Robert Hawke I have done something similar to that, to ensure that users automatically follow records. I have also used Power Automate to send users an adaptive card in Teams, when certain things happen in CRM, where they need to take action. That works quite well as they can update CRM...


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RE: Timeline on dashboard not showing where posts come from

@Niels Søgaard Lønberg I figured I would share a solution I found to resolve this issue, not perfectly but still reasonably well. 1) I added a workflow that automatically creates a follow record when a new account is created for the Owner. That way, the owner automatically follows all their...


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Advanced Billing and Revenue Recognition

Hello AX Community! If you are doing advanced billing, how are you doing it? When does revenue recognition occur in how you are accomplishing this? I am very green on this topic and will involve our finance team as needed. We are on AX 2012 R3. Thank you in advance for your time. #AX2012 ...


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RE: Very Large Volume (11,000) lines of Vendor Invoices Needing Settlement for One Vendor

Hi Johnny, I have discussed with Our staff and our AR person has this on the customer side. She settles small batches of invoices at a time against a large payment. She says it is much better this way in case something needs to be unsettled, then you are only dealing with a small amount. --...


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RE: Very Large Volume (11,000) lines of Vendor Invoices Needing Settlement for One Vendor

You may perform a payment proposal either through the the vendor payment screen or using the payment proposal automation introduced in the last 6 months. Filtering the proposal on the vendor in question will result in the selection of any open invoices for settlement. You can also add a filter...


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Very Large Volume (11,000) lines of Vendor Invoices Needing Settlement for One Vendor

#Functional We are in need of advice regarding a large payment we received that has open for settlement 11,000 lines of invoices. When we go to select all 11,000 lines Dynamics gives an error: "Please wait. Were processing your request." and then it goes away without the checks and to highlight...



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RE: HRM - Change Worker Type

Jonathan, Thank you for your response. Double checking with HR, they did use the 'Change Worker Employment Type' to change the worker type from 'Employee' to 'Contractor'. The most recent employment history record shows this worker as a 'Contractor'. Opening the 'Change Worker Employment Type...


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RE: HRM - Change Worker Type

In D365 there is a function [Change worker employment type] on the worker form, Worker ribbon .... not sure if AX2012 was the same. Never seen the "Both" type I'm afraid. -- Jonathan Howe Head of IT Cross Manufacturing Bath, UK --