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Show Margin Calculations On Sales Orders Lines Within Dynamics AX

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As you are typing in orders, rather than guessing how much money you are making on the lines, wouldn’t it be better to see the margin right on the order line. Luckily there is a setting within …

As you are typing in orders, rather than guessing how much money you are making on the lines, wouldn’t it be better to see the margin right on the order line. Luckily there is a setting within Dynamics AX that does exactly that. All you need to do is turn it on.
Now you don’t have to go to your managers office every time you try to sell a product.

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  • 1. 1 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS SHOW MARGIN CALCULATIONS ON SALES ORDERS LINES
  • 2. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 3. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com SHOW MARGIN CALCULATIONS ON SALES ORDERS LINES BY MURRAY FIFE
  • 4. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Copyright© 2014 Murray Fife All RightsReserved
  • 5. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com What You Need For This Guide All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center or deployed through LifecycleServices. The followinglistof softwarefrom the virtual imagewas leveraged within this guide: • MicrosoftDynamics AX 2012 R3 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing editor@dynamicsaxcompanions.com. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at legal@dynamicsaxcompanions.com with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at help@dynamicsaxcompanions.com if you arehavinga problem with any aspectof the book, and we will do our best to address it. Preface
  • 6. 6 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 7. 7 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Show Margin Calculations On Sales Orders Lines Asyou are typinginorders,ratherthanguessinghow muchmoneyyouare makingon the lines,wouldn’titbe bettertosee the marginrightonthe orderline. Luckilythere isa settingwithinDynamicsAXthatdoesexactlythat. All youneedtodoisturn iton. Now youdon’thave to go to yourmanagersoffice everytime youtrytosell aproduct.
  • 8. 8 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com If you lookat the standardorderentry,youhave no ideaif youare makingmoneynor not… Show Margin Calculations On Sales Orders Lines
  • 9. 9 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com To turn onmarginnotifications,clickonthe AccountsReceivable Parameters menu itemfromthe Setupgroup of the Accounts Receivable areapage. Show Margin Calculations On Sales Orders Lines
  • 10. 10 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Switchtothe Margin Alerts page,andthencheckthe Enable Margin Alertflagto turn on Marginalerts. Show Margin Calculations On Sales Orders Lines
  • 11. 11 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill enable all of the marginrules. Show Margin Calculations On Sales Orders Lines
  • 12. 12 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Enterin the Acceptable SalesTrade Margin Alert value,andthe Questionable Sales Trade Margin Alert values. Show Margin Calculations On Sales Orders Lines
  • 13. 13 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenselectthe image numberforAcceptable SalesTrade Margin Alert. Show Margin Calculations On Sales Orders Lines
  • 14. 14 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andthenselectimagesforall of the otheralertsandclickthe Close button. Show Margin Calculations On Sales Orders Lines
  • 15. 15 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now whenyoulookat the salesorderyouwill see the marginthatyoumakingoneach orderline. How cool isthat? Show Margin Calculations On Sales Orders Lines
  • 16. 16 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Alsoif youclickon the SalesOrder Line menuitemandthenselectthe Price Details menuitem… Show Margin Calculations On Sales Orders Lines
  • 17. 17 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com You will see the margindetailsthere aswell. Show Margin Calculations On Sales Orders Lines
  • 18. 18 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 19. 19 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 20. 20 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 21. 21 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Murray Fife is a MicrosoftDynamics AX MVP, and Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant,a trainer,and now spend most of his days workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@dynamicsaxcompanions.com TWITTER @murrayfife SKYPE murrayfife AMAZON www.amazon.com/author/murrayfife WEB www.dynamicsaxcompanions.com About the Author