Customer rebates in AX7

Rebates are payments or credits that are due to customers and that are based on pre-established agreements to purchase certain items in specific quantities or amounts. Process manufacturing production and logistics provides functionality for the following types of rebates:

• Rebate ─ The Rebate type is typically processed by sending a check to the customer or by deducting the rebate amount from the customer's invoice. 
• TMA ─ Trade & Merchandising Allowance (TMA) rebates accrue until they are passed on to the customer, which is usually by credit note. 
• Freight ─ Freight rebates accrue based on region and are not passed to the customer. They are used only for reporting.
• Bill back – Bill back rebates are offered to wholesalers and distributors to cover the costs of a promotion. This rebate type is not available for customer rebate agreements.

You can also exclude items from rebate calculations if you specify them in the sales agreement or the sales order. This feature is available both for rebates that are based on a single invoice and on multiple invoices over time.

Please click here or below link watch the video for Customer Rebates Functionality in  Dynamics AX7

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Vendor Rebates Functionality in AX7

Vendor rebates allows you to set up a pre-established agreement to purchase certain items in specific quantities or amounts. The picture below depicts the vendor rebate functionality in Microsoft Dynamics AX 7.

Please click here or below link watch the video for Vendor Rebates Functionality in  Dynamics AX7

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Free text invoices in AX7

A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a header and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order, packing slip, and customer invoice. For example, you can use a free text invoice for a consulting fee or services fee, or for a miscellaneous fee for an event reimbursement.


Please click here or below link watch the video for Free text invoices in  Dynamics AX7

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Sales quotation in AX7

Sales process usually starts with Request for Quotation. And result Sales Quotation generates and send to client. These clients were possible two types. Either they were register customer with organization or they were first time come to register. These first time client which possible become customer or reject our quotation handle as Prospect in Dynamics AX7.

These prospects may be person, organization or individuals. They register In Dynamics AX7 is very similarly as customer register. Only difference between customer and prospect is that prospect has no financial impact. They are just record keeping or register sales of Quotation. But in the case of client accepts the sales quotation, the prospect must be converted into customer and sale quotation into sales order.

Please click here or below link watch the video for Create a sales quotation in  Dynamics AX7

https://youtu.be/7ujpclJ4p-M

Sales Quotation

1.                   Go to Sales and marketing > Sales quotations > All quotations.

2.                   Click New.
3.                   In the Account type field, select an option.
4.                   In the Customer account field, click the drop-down button to open the lookup.
5.                   In the list, find and select the desired record.
6.                   In the list, click the link in the selected row.
7.                   Click OK.
8.                   In the Item field, click the drop-down button to open the lookup.
9.                   In the list, click the link in the selected row.
10.               In the Unit price field, enter a number.
11.               Click the Setup tab.
12.               In the Item sales tax group field, click the drop-down button to open the lookup.
13.               In the list, find and select the desired record.
14.               In the list, click the link in the selected row.
15.               Click Sales quotation line.
16.               Click Maintain charges.
17.               In the Charges code field, click the drop-down button to open the lookup.
18.               In the list, find and select the desired record.
19.               In the list, click the link in the selected row.
20.               Check or uncheck the Keep checkbox.
21.               In the Charges value field, enter a number.
22.               Click Save.
23.               Close the page.
24.               On the Action Pane, click Sales quotation.
25.               Click Totals.
26.               Click OK.
27.               On the Action Pane, click Quotation.
28.               Click Send quotation.
29.               Click OK.
30.               Close the page.
31.               On the Action Pane, click Follow up.
32.               Click Confirm.
33.               Click OK.
34.               Close the page.
35.               On the Action Pane, click General.
36.               Click Sales orders.
37.               On the Action Pane, click Sell.
38.               Click Confirm sales order.
39.               Click OK.
40.               Click OK.
41.               On the Action Pane, click Pick and pack.
42.               Click Generate picking list.
43.               Click OK.
44.               Click OK.
45.               On the Action Pane, click Pick and pack.
46.               Click Picking list registration.
47.               Click Updates.
48.               Click Update all.
49.               Close the page.
50.               On the Action Pane, click Pick and pack.
51.               Click Post packing slip.
52.               Click OK.
53.               Click OK.
54.               On the Action Pane, click Invoice.
55.               Click Invoice.
56.               Click OK.
57.               Click Yes.

Record Vendor & Customer templates in AX7

Record templates can help you create records more quickly in Microsoft Dynamics AX. You can create record templates for only some of the record types in Microsoft Dynamics AX.
You can apply templates only for the areas of Microsoft Dynamics AX that you have access to. However all template titles are visible to you when you create a new record, and to other users, also, if you are creating templates that will be available for all users. Be sure to consider this when naming templates. For example, avoid using names that include words.

When one or more templates that you have access to exist for a specific form and you attempt to create a new record in the form, the Select a template for… form is displayed. When you select a template from the list, the new record is created and contains default information that is based on the template that you selected.

Please click here or below link watch the video for Maintain record templates in Dynamics AX7

https://youtu.be/PDjl4enO_CA

Customer Creation in AX7

You can create a customer record by using either the Create new customer form or the Setup form. If you create a new customer record in the Setup form, you must identify the party record as a customer

Please click here or below link watch the video for Customer Creation in Dynamics AX7

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Purchase agreement in AX7

A purchase agreement is a contract that commits an organization to buy a specified quantity or amount by using multiple purchase orders over time. In exchange for this commitment, the buyer receives special prices and discounts. The purchase agreement can apply to a specific quantity of a product, a specific currency amount of a product, or a specific currency amount of the products in a procurement category. The prices and discounts of the purchase agreement override the prices and discounts that are specified in any trade agreements that exist.


Please click here or below link watch the video for Purchase agreement in Dynamics AX7

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