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Uploading payment voucher and other templates to AX

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Posted on by mzuraij

Hi Guys,

Is there a way an end user can upload or edit payment voucher, purchase order etc templates in dynamics AX 2012 without the help of a developer. If so, please assist me with the necessary steps to do so.

thank you,

Zuraij

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Ludwig Reinhard Microsoft Employee on at

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Hi mzuraij,

For the initial setup of the upload functionalities, some technical help might be required for 'ordinary' AX2012 users.

Once that is done and people are trained how to do that, they should be able to handle things themselves without any other help.

Best regards,

Ludwig

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mzuraij 35 on at

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Hi Dr. Ludwig,

Do you have a guide or some tutorial which we can use to do that?

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Ludwig Reinhard Microsoft Employee on at

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Hi mzuraij,

A good starting point is always MS docs.

Here is a site that can help you getting started.

docs.microsoft.com/.../using-the-microsoft-dynamics-ax-add-in-for-excel

In addition, have a look at youtube where you can find a lot of additional information/videos.

Best regards,

Ludwig

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