AX Date Shortcuts - More Interesting Than You Think!

My last post, AX Is Better at Math Than I Am, sparked some interesting conversations on social media and in person. Most of it ended up being about the hidden games in AX, but one reader mentioned the date shortcuts as something that people really like to use. I thought that was worthy of a short post, so here goes!

Quick Date Formatting - AX is Still Pretty Smart

Anywhere you can put a date in AX, you can enter it many ways. AX is pretty smart and will try to figure out what your entry means. For example, today's date is January 24, 2017. I have found that I can enter it as any of the following and AX will give me 1/24/2017 in my field:

How to See an Item's Purchase History

When planning and forecasting for the next year, it is helpful to know the past purchase history on an item. It isn't extremely obvious how to find this in AX if you aren't tracking this with a Purchase agreement, but there are a few different ways to see this information that can help when setting up a purchasing plan for the next year.

Period Statistics

When you navigate to an item in the Released products form, Product information management > Common > Released products, you can find your item and navigate to the Purchase tab in the ribbon. 

Make End of Year Trade Agreement Updates Quick and Easy

The end of the year is rapidly approaching. This means there are a lot of tedious updates that need to be done in AX in order to do business in the upcoming year. One thing that typically needs to be updated are the trade agreements that companies keep with their customers and vendors.

Sometimes companies will approach this by creating all new journal lines, but this is not necessary! There is a way to copy your old trade agreements and modify them before posting as new.

Where are Trade Agreements in AX?

Trade agreements can be found in both the Sales and marketing and Procurement and sourcing modules. They can be found under Journals > Price/discount agreement journals. Yes, they are called Price/discount agreement journals in AX, but for simplicity's sake, I will refer to them as trade agreements in this post.

In order to copy a trade agreement, you will want to create a new trade agreement.