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290Hello all. We have been on Ax 2012 R3 CU8 for a little over a year now, and in that year, it has become increasingly clear that there were missed and misunderstood requirements that resulted in us setting up our customers in a way that isn't working well. In fact, it is resulting in bills being sent to the wrong location.
We are a manufacturer with many customers. Some of these customers are composed of multiple businesses units which we do business with and each has a unique location where we must send our invoices. We frequently ship directly to their customers, with our customer's name and information appearing on the paperwork instead of ours. Often times there will also be an external product code and description which needs to replace our internal item key and description, and this often varies by the delivery location. Usually, but not always, a given delivery address is only used by one of the business units. Finally, our customers will frequently use a 3rd party to handle some of their freight bills, which again, varies based on the delivery address and terms.
When we went live, we set up our customers as unique Customer entities. For each of their business units, we created an address with the Invoice purpose. For each delivery address, we created an address with the Delivery purpose. For their Third Party freight bills, we created addresses with the Third Party Shipping purpose. To help ensure that the correct Invoice address was used on sales orders, we asked our Partner for a customization which would allow us to specify a default Invoice address for each Delivery address. The idea being, when a Delivery address is chosen during sales order creation, the Invoice address would be properly defaulted (although the order taker could override the default later if necessary). Unfortunately, while they did create the link between the Delivery address and the Invoice address, they neglected to activate the code to actually update the sales order header with it in our production environment.
We currently use "Term of Delivery" to specify the freight terms and "Mode of Delivery" to specify the carrier. We do not use the Transportation Management module at all. These are typically set to defaults at the Delivery address level. For customers who have a "Third Party Shipping Address" set up currently, this is showing up on all sales orders for that customer, regardless the Terms of Delivery specified - we can't seem to limit it to specific Delivery addresses or not use it at all on sales orders with Prepaid or Collect terms.
That's the backstory. We need to find a way to fix this, even if it means a significant change in how our customers are set up. What I'm needing is recommendations on how to handle this, ideally without any further customizations. AX is clearly capable of more than what we are doing. Any suggestions would be appreciated.
Here's the scenario:
We have a customer, ALPHA, who is composed of 2 business units, BETA and DELTA.
We need to be able to view and report on all of ALPHA's consolidated sales.
BETA and DELTA each have unique AP invoice addresses.
BETA and DELTA may have different Terms of Payment.
There is not a requirement to be able to report on sales for BETA and DELTA separately. It would be nice to have, but it isn't a requirement.
For BETA, all of their Delivery addresses (BETA1, BETA2, etc.) have Collect freight terms. The carrier varies based on what is specified on the purchase order or what the customer instructs us to use just prior to shipment.
For BETA, each of their Delivery Addresses needs to have a unique item key and description appear on the product labels and Bill of Lading (BETA1 sees one item key and description, BETA2 sees a different item key and description, etc.). All of BETA's labels and Bills of Lading need to show BETA's name and return address, not ours. Labels with their item key and description are printed just prior to shipping and are currently done outside of AX. Making the Bill of Lading print with the correct item key and description and shipper name and address are the requirements.
For DELTA, their Delivery address DELTA1 is shipped with PREPAID terms and we determine the carrier just prior to shipment. For their delivery address DELTA2, DELTA specifies the freight carrier and requires a Third Party Freight bill to address appear on the Bill of Lading.
For both DELTA addresses, the customer's item number and description needs to appear on the Bill of Lading and product labels, with along with DELTA's address, not ours. Again, the labels can be printed from outside AX. The requirement is for the shipment paperwork to be correct.
Sorry the post is so long, but it's very hard to explain without the detailed example.
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