Dynamics Ax Financials Assessment

Dimension proposal

Dimension planning

It can not be done

Dimension set hierarchy

390

400

395 (the average of the two rates)

The exchange rate must be specified manually.

A realized exchange loss adjustment of 15 is posted.

Invoice 1 is settled 100% and the Customer has a balance of 15.

Unrealized exchange adjustment of 20 is reversed and a realized exchange adjustment of 5 is posted.

Unrealized exchange adjustment of 20 is reversed with 15 and no realized exchange adjustment is posted.

In the sales tax code form.

In the sales tax group form.

In the item sales tax group form.

In the tax authority form.

Use a period allocation key.

From Budget select press the Setup button, then use Allocation terms.

Run the periodic job Allocate revenue.

From the revenue account in the Chart of Accounts, select the Budget button, add the yearly revenue and then use the Allocation button.

A check is generated for all invoice lines in the journal.

A payment file or document such as check is generated.

A payment file is generated and automatically transferred to the bank or post office.

A payment file is generated and automatically transferred to the bank or post office.

The lines are only posted if the entire journal is OK.

The lines are posted and transferred to the invoice journal.

The lines are posted and transferred directly into the periodic journal.

The lines that contain errors are transferred to a new journal.

To determine whether automatic settlement of the vendors is allowed.

To determine whether the cash discount must be subtracted before settlement.

To ensure that the lines appear automatically in the journal.

To ensure that payments can be split before settlement.

Invoice date

Due date

Invoice currency

Payment amount

Customer invoices can only be settled in the Payment Journal.

The account type is by default set to Customer.

It is only possible to make inter-company entries in the General Journal.

Generate payments can only be initiated from payment journals.

Mark the field Deposit slip in the AP invoice journal line.

Mark the field Deposit slip in the AR payment journal line.

Mark the field Deposit slip when creating the payment proposal.

Mark the field Deposit slip on the open transaction edit form.

Create fixed quantity of installments, fixed amount per installment or in a specified order and quantity.

Create fixed amount per installment only.

Create progressive or regressive installments.

No setup is needed, the installments are calculated automatically based on the due date of the invoice.

Makes it possible to specify the item number on invoices and post to the General Ledger.

Makes it possible to create an invoice without an item number.

Makes it possible to create a customized invoice with free text for automated shipping information.

Makes it possible to create an invoice with or without an item number.

You will create an asset group for accounting and an asset group for tax and set the type to link.

You can set up depreciation books for tax purposes.

You will set up a value model for accounting and set the posting layer to balance.

You can not tie accounting transactions to tax transactions.