#FREE AXE SAMPLES BY MAIL HOW TO#

Thereafter, I simply renamed the first copy into вЂVend_VendTransвЂ™ and extended the second copy by the VendSettlement table as illustrated in the following screenshot. For the purpose of this example, I copied the default query вЂVendвЂ™ twice to ensure that I do not destroy the original query. To include Dynamics AX data in your documents you need queries. The first step is to ensure that you have setup Microsoft Word Templates as a file type in the document management parameters form that can be found in the organization administration module. Step 1: Setup document management parameters

Now letвЂ™s have a look at the steps required for setting up a document template to inform your vendors about the payments you made. They can rather be used for numerous other purposes such as informing customers/vendors on their account transactions, requesting information from customers / vendors and other stakeholders, etc. Another remark that I would like to make here is that document templates are not limited to the example that I illustrate below. As a result, you have to select the different parties you want to communicate with individually. This is mainly because document templates do not ship with a multi-select functionality in Dynamics AX. Please note that document templates are not made for mass communication but rather for individual communication with a limited number of stakeholders.

#FREE AXE SAMPLES BY MAIL HOW TO#

If none of those options suits you, take a look at the steps below that show you how to setup your own вЂpayment reportвЂ™. Another option would be to send your vendor a screenshot of the payment history form that is available from the vendor list page. (Please note that this requires that the payment advice document has previously been saved in Dynamics AX as reprinting payment advice statements is not supported in the standard application). To finalize this request you can reprint a payment advice statement and sent it to your vendor. The example that I am going to use in the following is based on a situation where a vendor calls and asks you to send some information on what invoices have been paid with the last payment that you made. For that reason, I will use an example that I experienced many times in customer projects and show you the different steps that are required to setup and use document templates. Yet, I found that information rather abstract and difficult to implement in practice. If you search the internet on how to setup document templates in Dynamics AX you will quickly notice that there are already several blog posts and websites available that give you an idea on how they can be implemented in Dynamics AX. If (a) takes up much of your time and if (b) is not possible due to time and budget constraints, you can use document templates to create your own reports. In such situations you basically have two options: (a) try to find the data you need in different Dynamics AX forms, export them to Excel, gussy up your data and copy them into an Email that you send to your customer/vendor, or (b) ask somebody from IT to create a new Dynamics AX report for you.

Thereby you might notice that no standard Dynamics AX report is available that might help you with your problem. Occasionally you might face a situation where you need to inform an external party вЂ“ such as a vendor or customer вЂ“ on something out of Dynamics AX.

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