Mix and Match Discounts in Dynamics AX 2012

Retail generally has a large amount of discount scenarios of each of which must be catered to through Dynamics AX 2012. One of our customers was looking to apply some discounts that needed to be mapped in the system as well. I have mentioned a scenario that I faced and the solutions I came up with this

Scenario:

Case 1:  Buy 1 item 000004 and get 1 item 000016 free throughout the year. And these items can sell separately too with their respective prices

Case 2: 10% discounts to all products in spring season.

(In spring season both discount cases need to be apply)

Solutions:

Case 1 Buy one Item 000004 and get item 000016 free

Step 1: Go to Retail > Common > pricing and discounts

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Step 2 Create New Discount

Step 3: In price/ Discount Tab go to Line Spec

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Step 4: In lines; I have selected the item 000004 with 0.00% Discount and for item 000016 I have mentioned 100% discount as this item is going to be free with the item 000004 ( this will be apply through out the year)

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But problem occurs when the we have spring discount (CASE 2) also Applying In item 000004 and 000016 so what I did is; in item 000004 I have mention discount 10% in lines, if I don’t mention 10% discount over here then Case 2 will be not apply for 10% discount on item 000004 while 000016 Item has been taken at 100% discount as it is going to be free with 000004 item

 

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Step 6 : Change the Status

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CASE 2: Get 10% discount on all products in Spring Season

Step1: Go to Retail > Common > pricing and discounts > Discounts

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Step 2: Create New Discount

Step 3: Select Retail Price Group and in Concurrency select Compounded from Top Down list

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Step 3: Select Discount 10%

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Step 4: Select Validation period

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Step 5: In lines select products which you want to apply 10% discount

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Step 6: Change the Status

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Now run the discount JOB and Check POS Applying both discounts in spring season

 

Exploring Drill-down SSRS Reports in Dynamics Ax 2012 R3

Drill drown reports in Dynamics Ax 2012 R3 are very vasy. For this purpose, I have to create a new AOT/Static Query AOT. This query is a join between CustTable and SalesTable. I created an Inner Join so only those Customer were selected who have associated Sales Orders. Consider following steps to create a new report:
Create a new Query with Name “DyWorldCustSales”
Drop or add Data Source with CustTable
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Right click on Fields and add following fields from Customer table.

CustomerFileds

Expand Data Source inside Custtable, Add or Create DataSource with SalesTable and fields

SalesOrder

Right Click on  SalesTables Data Source and set its join properties as follows:

DataSetProperties

Expand Relationship node of SalesTable_1

Add following relationship:

Relations

Set it properties as follows:

RelationshipDetail

Now, create a new report In existing or New DataModel Report in Visual Studio project:

NewReport Project

Add New report with DyCustSalesOrderList

Add Dataset with Name DSCustomer and Point to Query which we created in above steps:

PointToQueryQueryDataSet

Now drag and drop the dataset on designer to create a designer

And Update, rename it to  DyCustSalesOrderList

Set DataTable’s Propeties visible to set false

DataTable

Add a List and set its name to CustList

Create two groups, one for CustomerGroup and second for AccountNum:

Groups

Now drop the fields from dataset which you want to display on report

Fields

Right click on CustList and set Data Navigation Style to DrillDown from properties window

DrillDownProperties

Now right click add report to aot and then deploy to Report Server

When you run the report,  from meu Item you will find following

CustomerGroupClick

Click on Customer group this will open:

reportCustomerLevel

Click on Customer account it will drill down report on Detail level:

Details

This post was originally published on http://tech.alirazazaidi.com/exploring-drill-down-ssrs-reports-in-dynamics-ax-2012-r3/

Ali Raza Zaidi is MVP, one of the only 6 people qualified from Pakistan! He is our top notch technical consultants and works in the capacity of Advisory Software Engineer for Dynamics AX 2012 in Systems Limited.

original article

Exploring Drill through Reports in Dynamics Ax 2012 R3.

Creating basic drill through reports in Dynamics Ax 2012 R3 is really simple. Consider following scenario where we have to show the list of customer and their sales Orders in particular legal Entity.  In this report when User clicks on customer account, a new report opens, which contains list of all possible sales Orders. For this purpose I created two Static/AOT queries. First for Customer, and second for Sales Order. Customer Query:

  • Create a new AOT query with Name DyWorldCustomerList.
  • In DataSource add CustTable table.
  • In fields dynamic to true.

CustListTable Similarly, Create another Query “DyWorldSalesTable” for SalesTable. With Name DyWorldSalesTable   SalesTable Now Open Visual studio and create a new Dynamics AX Report Project   Report Project Add a new report with name

  • DynamicCustomerList

Add New dataset with Name

  • DynamicCustomerList set its properties as follow

CustomerDataSet

  • Select Following fields
    •   AccountNum
    •    CustGroup
    •    Party
  •  Drag this DSCustomerList data set on Report Designer to create an AutoDesign.
  • Change the AutoDesign1 properties as follow

o   Name to DesignCustomerList

o   LayoutStyle to ReportLayoutStyleTemplate

 ReportDesinger2

 Now create another report inside same Dynamics Ax Model Project, this report will be called from customer Report SalesOrderReport Create and DataSet with DSSaleOrder with query  “DyWorldSalesTable” SalesOrderDataSet Drag this dataset on Report Designer and update newly Designer as follow. SalesOrderDesignerProperties     Now open the parameter Section of report and add new parameter as “CustId” of string type CustIdParameter Now expand report designer and expand Table and add filter with following Properties NewParameter Set following Properties of filter o   From  Expression select “=Fields!CustAccount.Value” o   Name= Customer o   Operator =Equals o   Value “=Parameters!CustId.Value” Properties   Save the report.   Now Open the first report “DynamicCustomerList”. And expend the reports design, “DSCustomerListTable” and then Data and select AccountNum. Right click on AccountNum and select “Report Drill Through Action” AddDrillThrough   Now Double click and Select the report designer which will open against the click on field ActionProperties Select SalesOrderReport and its Desinger form dialog ReportSelectionSalesOrderList It will create number of parameters, all belonging to  DynamicSalesOrderList Report as follows: DrillThroughParameters   Delete all parameters except AX_CompanyName and CustId. If any other parameter remains, you definitely got following error when you called Sales Order report form drill through option.

“The Microsoft Dynamic AX parameter ID should be a RECID. The exception is System.FormatException: Input string was not in a correct format.”

AfterDeleteParameters   Please Select following Values for these Properties AX_CompanyName Select its value “=Parameters!AX_CompanyName.Value CompanyNameValue Please select the following value for CustId as “=Field!AccountNum.Value” SaleIdValue Now saves the reports and right click on Report Project to Add to AOT and then deploy on Report Server   AOT and Deploy Now Go to AOT, and refresh the Select the Visual Studio Model Project and SSRS reports into Dynamics Ax project so it will easy to edit or locate easily Menu2 Now create a Menu Item of Display type and set its following Properties Menu Now run the report as follow   CusttomerList As click on first Customer “CNMF-000001” To its salesOrderList , The second report successfully open as follow SaleOrderList   This post has been excerpted from http://tech.alirazazaidi.com/exploring-drill-through-reports-in-dynamics-ax-2012-r3/ Ali Raza Zaidi is MVP, one of the only 6 people qualified from Pakistan! He is our top notch technical consultants and works in the capacity of Advisory Software Engineer for Dynamics AX 2012 in Systems Limited.

#TipADay: Credit Note Functionality On POS in Dynamics AX 2012

Here is little tip how Credit note functionality works on Microsoft Dynamics Ax 2012 POS

Following are the few steps required to apply credit note in AX 2012

Step 1: Go to Retail > Setups > Payment Method

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Step 2: Create method of payment for Credit note and associate appropriate Posting account in it

Issue Create Note

Step 3: Now go to POS Select Return transaction

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Step: 4 Click Issue Credit Note

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Credit Note will be issued and transaction will be done

Step 5: Now we can check if credit note has been issued or not

Go to Retail > Inquires > Credit Memo

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Apply Credit Note:

Step 1: Enter Sales Transaction and then Select the payment option; that is pay with Credit Note

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Step 2: Select settle balance with cash or settle with new transactions

In this example I have chosen Settle balance with cash

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Step 3: Enter the credit note Number

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Step 4: Now we can check if Credit note has been applied or not

Go to Retail > Inquires > Credit Memo

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You will notice that applied check box is now marked.

#TipADay: Copying Data Between Companies using Excel Add-in

Hello everyone

Here is little tip on how to migrate data through Excel Add-In  . Through Excel Add-in you have the option of selecting what instance, partition, and company that you want to upload and publish to.

Let us work on how we can use the Excel Add-In to copy data between entities.

I have not loaded all of my base data, so we will use our main company as the template to load the data.

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From the Dynamics AX tool, select the Options button and select your base company from where the data will be copied

To create a linked worksheet within Excel, select the Dynamics AX bar, and then from the drop down menu of the Add data button, click on the Add Tables option

2

This will open up a table selection dialog box. Then select the table that you want to add in sheet

3

You will initially have no records showing. To view all of the data that is in the company, select the Refresh button

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Now change the Legal Entity that will be used just by selecting it from the drop down list.

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Then we will save the data from  original company for reference. This will make it easier to cut and paste the data back into the new company. So we just select all of the original table, and then copy it.

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Now that we have the template data saved we can continue on. Return back to the linked table, and then select the Refresh All option there is no data in the other company then the linked table will be blank.

8

And  now you can see in the below image, there is no data in the other company so linked table will be blank. Select the template data that you saved and then paste it into the linked table.

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Now from the Publish menu, select the Publish All option

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Now you can check the Publishing Status ,Your data will be copied from one company to another.

Try this tip, Copy a lot of the base data from another existing company, and  save your time

Enjoy Reading!