Create Position in Dynamics365 (AX7)

Create Position in Dynamics365 (AX7)

Today we are going to discuss the step of position creation. For creation for position

Go to Human Resource module Click on position.

 

 

Click on the position then create new Position and assign the job and activation date for Position. Please note that Position Id will be generated on the basis of the number sequence

 

 

 

 

 

 

 

 

For Ex:- I have assigned Position of Account Manager job and activate from 01^st Jan 2017 and click on the create position.

 

 

 

 

 

 

 

We can enter the Position detail. We will update the Department, Position Type, Compensation region, available for assignment.

 

 

 

 

 

 

 

 

 

For update hierarchy, we assign the report to position.

 

 

 

 

 

 

 

 

The most important part of position is payroll section. Please enter all the details.

 

 

 

 

 

 

 For the accounting prospective we enter the default Financial Dimensions for payroll.

 

 

 

 

 

 

 

 

 

 

 

 

This is the step for creation position in Dynamics365. Let me know if you have any doubt

 

 

 

Thanks

 

 

 

 

 

 

 

 

 

Vendor Invoice Process in Dynamics365

Vendor Invoice Process in Dynamic 365

In Dynamics 365 have simple process of create the vendor invoice.

Go to home pages and select the Vendor.

Click on the Purchase invoice.

In Dynamic 365, Base on your selection vendor is select for the invoice. for the Vendor Invoice Item Number , Quantity and Vendor invoice number is mandatory.

In Dynamics 365,Base on the vendor master setup tax code pick up automatic. you can change it your requirement and sale tax amount calculated base on the selection.

In Dynamic 365, You can Enter the discount in percent or amount.

For the check the posting we click on actions tab and click on preview posting.

It shows all the related transactions of different type.

For the GL entry click on 7.

Click on close and you can attach the document for the reference. for post the invoice click on post button

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After the post you can take printout document or save it.

The preview of pdf document as follow.

Thanks

Kamal Kumar

Ph- 91-9996480619

View Posted Sale Invoice in Dynamics 365

View posted Sale Invoice in dynamics 365

Go to Dynamics 365 Home Page. Click on the Home and select the Sales.

There is different option for invoice and credit note for create new invoice click on the invoice tab. For the view the posted sale invoice click on the posted sale invoice

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Every Columns have option to filter, you can sort and pass criteria according your requirement,

Click on view and Check the Sale order. you can reprint also.

.

Thanks

Kamal Kumar

Ph-9996480619

Create Sale Order in Dynamics 365

Create Sale Order in Dynamics 365

In Dynamics 365 have very simple step for Create the Sale order.

User left click on "New - Sales Order - Dynamics 365 for Financials (window)" in "New - Sales Order - Dynamics 365 for Financials

Enter the require Detail

New - Sales Order - S-ORD101007 ∙ Litware, Inc. - Dynamics 365 for Financials (window)" in "New - Sales Order - S-ORD101007

Enter the Number of Item is 10 and base of item Setup Total Amount and Sale Tax automatic pic in the Sale Order.

Cross Check all the detail like sale  tax amount and shipping address,post and print.

Printed Sale Order invoice and save in PDF format.

Chart of Account & Main Account in Axapta R3

                          Create Chart of Account in Axapta

In an organisation COA is first and most important things.To find out the Actual financial Statement we create Set of Account (COA). At the time of creation of COA we consider all the possibility and different subdiaries companies Account. 

We can use same COA in Different Company or use different COA in the Different Compnay.In the COA we mention all the main account.



Create the chart of accounts in the Chart of accounts form. Use the Main accounts - chart of accounts: %1 form to set up main accounts in each category, and include gaps between the accounts so that you can insert new main accounts, as needed. Main accounts in the same category have similar account numbers, and often have header and total lines that allow for easier identification and aggregation of the account category.

Same Main Account we can use for the Management Reporter

For Create COA , Please following Step.

Go to General Ledger--> Setup-->Chart of Account-->Chart of Account

Enter the Code of COA

Enter the Description of COA

Click on New

Enter the Detail of Main Account

Detail of Main Account Form

Save and close the Form.

After the link of COA we go to link the Legal Entity and COA

We go to General Ledger --> Setup-->Ledger

Thanks

Kamal Kumar

Ph- +91-9996480619

Email-kamalkumarax@gmail.com

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First Look - Dynamics AX Rainer

First Look of Microsoft Dynamics Ax 2015 ( AX7 , Ax Rainer)

features of Ax2015 , Rainer

1.Totally cloud base inter-face.
2. More Flexible and fast.
3. Access though mobile also
4. toch screen application