Dynamics AX allows you to specify warehouses that are designated to refill other warehouses.  This feature is really useful because it will make MRP top up the stock within the child warehouses through transfers rather than a purchase order, and then plan to purchase more product at the refilling warehouse to cover the demand.  There is also no limit to the number of levels that you can have, so smaller retail locations can be refilled from area distribution centers, which could be replenished from a central production of receiving center.

This makes your purchasing a lot more centralized and stops you from nickel and diming your suppliers with small orders from each location.

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Use Attributes To Track Additional Product Specifications

If you want to track additional attributes against Products within Dynamics AX, you can easily do it by adding Attributes to your product through the new Retail capabilities.

This means that you never have to resort to database modifications in order to add all of those additional reference fields that you need to track against products.

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Use The New Task Recorder To Create Training Documents And Videos

The Task Recorder has always been a great tool for creating user training documentation, but with the CU6/7 releases of Dynamics AX, it has been taken to the next level.  When you create your task recordings, it now automatically creates your task recording documents for you so that you don’t have to do that step manually, and also it creates a recording of your Task Recording automatically.

This makes the generation of training martial, and reference videos a breeze.

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Configure the Carrier Interface in Test Mode to Record Tracking Numbers Manually

If you want to track parcel shipment tracking numbers within Dynamics AX, but have not got the volume of orders to justify installing the FedEx, or UPS software, then don’t worry.  You can track this information manually by turning on the Carrier Interfaces, but configuring them to run in test mode.

Configured this way, you will be asked to enter in the tracking information whenever the Packing Slip is created.

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Hide The Parent Navigation Tabs To Tidy Up The Portal Navigation Bar

When you install the Enterprise Portals, by default, all of the sites are displayed within the navigation bar.  This is OK if you only have a couple installed, but if you have them all up and running, and then start to create collaboration workspaces, the top navigation pane can quickly start chewing up your screen real-estate, and more importantly make the screen look untidy.

Luckily, since this is built on SharePoint, you can easily change the default settings so that you just see the current portal name in the navigation bar, an everything looks so much cleaner.

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Press Star To Instantly Lookup Data Values

If you are a keyboard jockey and hate to use the mouse, then you may think that dropdown lists are the bane of your existence… but they don’t have to.  You can instantly pull up a list of all the values for the field just by pressing the * key within the field.

You don’t need no stinkin’ mouse…

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Stop Dynamics AX From Warning You Every Time You Switch Companies

If you have multiple companies within Dynamics AX, then you will probably have experienced a Infolog box that shows up every time that Dynamics AX changes from one company to another in the background.  At first it’s useful, but after the fifth, sixth, or one thousandth time it just becomes annoying because you probably know by now that you are in a new company.

If you want to hide the notification, then there is a flag for that.

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