Category Archives: Microsoft Dynamics

#TipADay: Updating Price in AX 2012

Now we will discuss a small but yet an important concept of AX 2012 that is ‘updating price with maintaining history of all prices’ . The purpose of using trade agreement over base price is to record and update pricing items including both product and product masters, for transactions.

For this create a new trade agreement for selling price from navigating through Sales and marketing > Journal > Price/ discount agreement journal.

now create a new journal

Add lines, validate and post the journal.

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User can update price of any particular item number of times. Now perform following steps:

1. Create another trade agreement for updating prices, go to lines go to Select option.

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2. Mark Prices in relations, select either All in customers/ vendors or select table to select customer/vendor from the drop down or select group to select price group against which trade agreement was previously created, then click on Select at bottom.

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3. Previously created line will appear in the trade agreement lines, copy line from the menu, another line will appear, close your previous line by providing To Date, to expire that price.Capture4
Now provide From Date and provide new price in Amount in Currency field in your newly copied line.

Validate all lines, post the journal, run jobs and check new price at POS or Sales order, further view Trade agreement or sales prices in sell tab of particular item, which provides complete history of previous and new priceCapture5

I hope this short tip will help you :)

 

#TipADay: Day 1: Extract Reports in Microsoft AX2012

Today we will explore an informative feature in AX 2012. AX provides a feature of some reports based on data retrieve from transaction processing database for Microsoft Dynamics AX. These reports are easy to create and modify based on user’s requirement.

Some of the reports these kind of reports are as follows:

1. Management reporter

Management reporter (MR) tool will help users for financial reporting in a customized format which also offers function to update statement on rolling basis by adding rows and columns as required. It also provide hypertext which further extend to detail content of respective areas , like if user click Sales figure on Profit and loss account it extends into detail sales analysis.

2. Dynamics AX adds in Excel

MS Dynamics AX 2012 provide adds in excel which connects excel to database of AX Client. To extract new report just select required table and add lines and refresh the data, all fields are populated with data required. This feature also helps users to add new and update information in AX, like extract Main accounts from AX using adds in functionality.

Step: 1 Click Dynamics AX adds in in excel

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Step: 2 Click Refresh

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  • 3. Auto report wizard

Auto reports can easily extracted from many forms however they are preconfigured reports that users can generate by clicking File > Print > Print in a Microsoft Dynamics AX form but can be created, saved, modified, edit and deleted whenever required. These reports ca and can be re used in future.the reports are customized from wizard by adding required fields from tree add sum of quantity, prices and cost etc to reports from wizard.

Below is a sample of custom auto report for On hand

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4. And finally an export to excel functionality

AX provides a functionality to export data from one form to excel and then users can easily make their own customized form of report by using pivots or just print them for tracing and recording. This feature is normally available on every form.

A sample of this report is as follows;

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I hope this will help you to explore AX reports more. Keep exploring MS Dynamics AX 2012 and let me know your suggestions

Questionnaires: How to create Questionnaires in Dynamics AX 2012

This is the second post in the series related to Questionnaires in Microsoft Dynamics AX 2012.

Questionnaires are not difficult; they are just extremely flexible. In an ERP solution, you may think that standard and/or best practices should be part and parcel; but Microsoft Dynamics AX 2012 offers some features that are not only extremely flexible, but they allow for a huge amount of creativity as well!

Do you realize that questionnaires could be used for literally anything? One such example is the little case we had talked about last time; a customer opening form. In a real life scenario, a Sales Person sends a request to an Accounts Receivables Manager to create a customer within Dynamics AX 2012. Some preliminary information is requested from this Sales Person as part of the standard operating procedures.

Let us now see how a questionnaire is formulated:

Step 1: Plan your questions for the questionnaire.

We have three questions we need to ask: Customer Name, Customer Contact Number, Payment Terms.

Step 2: Decide on the Types of Answers that will be received.

Customer Name and Customer Contact Number are simple text fields; Payment Terms would be a radio button.

Step 3: Take the “Choice” Type of questions and formulate your answer groups:

Home > Common > Questionnaires > Design > Answer Groups

Create a New Answer Group: Payment Terms

answer group

Now click on Answers and create your answer list:

We created two answers: Cash, Credit:

Answers

 

Step 4: Now, create your questions and select the different answer groups where applicable:

Home > Common > Questionnaires > Design > Questions

Questions

You’re almost done!

The deal with questions, answers, answer groups and questionnaires is that you create standard solutions for each and then mix and match where required. Say for example, you have several trainings or courses that your company offers. You could create questions that could be mixed/matched as necessary, on several questionnaires to assess these trainings. Makes sense?

Step 5: Now, create your questionnaire for use:

Home > Common > Questionnaires > Design > Questionnaires

Questionnaire

Now click on Questions and add the ones that you had created in step 4.

You’re done!

I used these questionnaires in the Cases that Dynamics AX 2012 has; you could use them for any other purpose.

The above tutorial is very simplistic in nature because of the nature of the work that was needed in the questionnaires. More complicated questionnaires can be created as well to add conditional questions, scoring and evaluation criteria; but more on that later!

Was this tutorial of help? Do leave some comments in case you have any questions.

 

 

BI Implementation in Microsoft Dynamics AX 2012 for Retail Industry – An informative webinar by Visionet on March 19, 2014

Cranbury, NJ – February 25, 2014 – Visionet Systems, Inc. is arranging an informative webinar entitled Fast Track Retail BI implementation in Dynamics AX, to take place on Wednesday, March 19, 2014 at 02:00pm EST.

This webinar will focus and elaborate on how retail organizations of all sizes can transform their businesses into a high-performance workplace with BI implementation and its rich features.

With over 37 years of experience in the Retail industry, Visionet experts will share their knowledge about BI features that assure maximum and immediate ROI along with its integration with CRM, Big Data and other syndicated sources. Attendees will also be acquainted with scenarios and strengths of the BI capabilities in Dynamics AX 2012 and the tools best suited for particular scenarios.

Register now to learn how other companies have used innovative strategies, combined with these powerful, easy-to-implement business solutions, to gain a competitive advantage, improve financial performance, and solve everyday business challenge.

Here is the link to register for this event:

https://clicktoattend.microsoft.com/en-us/Pages/EventDetails.aspx?EventID=180256

About Visionet Systems, Inc.

Cranbury, NJ based – Visionet Systems, Inc. is a full-service technology consulting and business process outsourcing company. Visionet delivers software solutions, services, and technology-led BPO products, which are built on the best-of-breed philosophy to help our customers increase business agility, drive down their costs, and reduce risks. Over the years, Visionet has engineered high performing and cost-effective solutions for its customers across diverse industries including, banking, retail, insurance, distribution and manufacturing, while building deep competencies in the IT Industry. We are focused on delivering value and exceeding customer expectations. For more information, visit us online at www.visionetsystems.com

Exchange Currency Service Provider

Exchange currency service provider is OOTB available in MS Dynamics AX and by default three AX provide three service exchange provider i.e. Central Bank of the Russian Federal, Central bank of Europe and Lithuanian Bank.

Following is the below screen for Exchange Rate provider which is Available in General Ledger Module

Path: General ledger /setup /Configure exchange rate providers

You must first set up the exchange rate provider you want to use, and AX 2012 R2 comes with 3 providers ready to use in General Ledger -> Setup -> Currency -> Configure Exchange Rate Providers:

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There is reset value option also available to restore default value.

After adding exchange rate provider run this service through batch Job exchange service as shown in below screen

Path: General ledger / Periodic / Import currency exchange rates

Import currency exchange rates batch job take Exchange rate type and exchange rate provider. If exchange rate type is not created then create it from General ledger / setup / Exchange rate type.

Prerequisite:

Before going to run Currency exchange batch job, make sure that all mentioned Exchange currency must create once in exchange rate type.

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Run this batch job

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After running Service provider batch job see today’s exchange currency rate in General ledger / setup / Exchange rate type.

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Delete All the Transactions in a Company by keeping the Master Data intact Dynamics AX

Sometimes, you may have a requirement to delete all the transactions in a company while keeping the Master data as it is.
In order to achieve this you can duplicate the company and run SysDatabaseTransDelete class, which will delete all the transactions in the related company while keep the master data intact.

1. Press Ctrl + D.
2. Open Class node in AOT.
3. Find SysDatabaseTransDelete class, right click open, it will show the related company from which you want to delete the transactions.

transactions

Note : Before performing the above steps on production please do it in test so you can come to know what exactly you achieve.

Usage Data User Specific Report Error Dynamics AX 2012

th3Sometimes, you might face the error in which some reports like “Summary trial balance” report in general ledger will not execute.

In order to resolve this error you need to delete the related records from SysLastValue table. You cannot find this table in AOT so go to SysLastValue form, open data source node, right click and browse table data.

Filter the table with the UserId who is facing the above error, the ElementName with the related element in error and the related company name.

Delete that particular record by Alt+F9 and restart the client.

You can take the backup of the SysLastValue table if you are performing the above actions in production environment.

Note : This table contains the usage data and deleting the records unnecessarily can reset the user saved settings.

Happy DAXing!

Customize Existing Number Sequence to Fiscal Year Number Sequence

Here we are customizing existing Number sequence and convert it in to Fiscal year number sequence Many customer demands for Purchase order creation with automatic year means how to add year to a number sequence in AX2012, e.g. to generate IDs such as 2013-xxxxx and 2014-xxxxx, that would automatically use the current year. Some people understand that number sequence scopes should allow that, but they don’t know how, from very little bit of customization we can automate purchase order number sequence with year

Customize Purchase order Number Sequence Class:

Add fiscal calendar parameter in NumberSeqModulePurchaseIOrder (LoadModule) method as shown in below screen

 datatype.addParameterType(NumberSeqParameterType::FiscalCalendarPeriod, true, true);
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Load NumberSeqModulePurchaseIOrder (Load Module) method Through Job

 NumberSeqModulePurchaseOrder NumberSeqModulePurchaseOrder = new NumberSeqModulePurchaseOrder();
NumberSeqModulePurchaseOrder.load();
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Before going to run the Job, Remove purchase order existing scope parameter record in NumberSequenceDatatype table, if we don’t remove previous Purchase order scope parameter record it will not effect in Segment configuration as shown below

CEU/Organization administration/Number Sequence/ Segment configuration

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Add Fiscal Year Relation to PurchParamater Table:

CEU/Procurement and sourcing/procurement and Sourcing parameters

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We have customized procurement and Sourcing parameters form for Purchase order Fiscal Number sequence, because we need to select which Fiscal year the purchase order is created every year.

Add fiscal year table relation to PurchParamter table

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Add a fiscal year Field on Procurement and Sourcing parameters form

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Customize Purchase Order Number Sequence Table (PurchParameter):

Add following code in Purchase order Number sequence Parameter table method (numRefPurchId), in this existing method we have change code according to fiscal year.

static client server NumberSequenceReference  numRefPurchId(TransDate _date = systemdateget())
{
   //
   PurchParameters PurchParameters;
   NumberSeqScope  scope;

select firstOnly PurchParameters; // get Selected fiscal year in 
                                  // procurement and    Sourcing parameters Form 

   scope = NumberSeqScopeFactory::CreateDataAreaFiscalCalendarPeriodScope
                            (curext(),FiscalCalendars::findPeriodByPeriodCodeDate(FiscalCalendar::findByCalendarId(PurchParameters.FiscalCalendar).RecId, _date).RecId);
   //

     return NumberSeqReference::findReference(extendedTypeNum(PurchId),scope);
}
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Fiscal Year Number Sequence Configuration

 

General ledger -> Setup -> Fiscal calendars.

Create a new Fiscal year or use existing Fiscal year, but In our case we have created our own Fiscal year for Ten years because we need to create Purchase order automated for Ten years

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If you want to add more years follow below screen.

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Click the Calendar -> Calendar year -> New fiscal year button.

Change Copy from last fiscal year from ‘true’ to ‘false’.

Change Unit from ‘Months’ to ‘Years’.

Click the Create button.

Close the Fiscal calendars form.

Number sequences creation

 

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Click Area Page node: Organization administration -> Common -> Number sequences -> Number sequences. Click the Number sequence -> New -> Number sequence button.

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Change Number sequence code from ” to ‘POFiscal’.

Change Name from ” to ‘2013’.

Change Scope from ‘Shared’ to ‘Company and Fiscal calendar period’.

Change Company from ” to ‘ceu’.

Change Calendar from ” to ‘FiscalYear’.

Change Fiscal year from ” to ‘2013’.

Change Period name from ” to ‘Period 1′.

fk12

 

Make it very clear that we are creating PO number sequence for the year 2013 and we have to create PO number sequence again for Year 2014, 2015, 2016.xxxxxx 2023 with same Number sequence Code i.e. ‘POFiscal’  as shown in below screen for Year 2014

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Creating Purchase orders:

Before going to create Purchase order make sure that Fiscal year must be selected in Procurement and sourcing Parameter form which we have customized earlier above

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This selected Fiscal year must be same which we have selected in creating Purchase order Fiscal year Number Sequence.

Consuming External Web Service through a .Net Class Library Wrapper in Microsoft Dynamics AX 2009

Direct referencing a web service in AOT may lead to different issues some times when it comes to use service reference in the x++ code.

I will show you a simple recipe of how we can consume an external web service in AX2009 by wrapping this web service into a .net assembly wrapper.

Open a visual studio, create a new project.
Select the .net class library as template.
Give it a meaning full name so it can be accessed from x++ code.

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Add a web service reference, I’m using a public WSDL of the currency convert.
Click Ok and build the project.
Now right click on the project and go to the project directory.
Copy the dll from bin and rename app.config file to AX32Srv.exe and AX32.exe.
Copy these files to the directory of AOS server and the bin of client if needed.
Restart the AOS.
Now you can consume this webservice from x++ code.
ServiceWrapper.ServiceReference .
If you don’t copy the config file to AOS bin you face this error because It does not read the end points from configuration file when instantiating the service client.

 System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. —> System.InvalidOperationException: Could not find default endpoint element that references contract ‘ServiceReference1.ICyclelutionService’ in the ServiceModel client configuration section. This might be because no configuration file was found for your application, or because no endpoint element matching this contract could be found in the client element.

 at System.ServiceModel.Description.ConfigLoader.LoadChannelBehaviors(ServiceEndpoint serviceEndpoint, String configurationName)

 at System.ServiceModel.ChannelFactory.ApplyConfiguration(String configurationName, Configuration configuration)

 at System.ServiceModel.ChannelFactory.ApplyConfiguration(String configurationName)

 at System.ServiceModel.ChannelFactory.InitializeEndpoint(String configurationName, EndpointAddress address)

 at System.ServiceModel.ChannelFactory`1..ctor(String endpointConfigurationName, EndpointAddress remoteAddress)

at System.ServiceModel.ConfigurationEndpointTrait`1.CreateSimplexFactory()

at System.ServiceModel.ConfigurationEndpointTrait`1.CreateChannelFactory()

 at System.ServiceModel.ClientBase`1.CreateChannelFactoryRef(EndpointTrait`1 endpointTrait)

 at System.ServiceModel.ClientBase`1.InitializeChannelFactoryRef()

 at System.ServiceModel.ClientBase`1..ctor()

 at ServiceRef.ServiceReference1.CyclelutionServiceClient..ctor()

— End of inner exception stack trace —

 at System.RuntimeTypeHandle.CreateInstance(RuntimeType type, Boolean publicOnly, Boolean noCheck, Boolean& canBeCached, RuntimeMethodHandleInternal& ctor, Boolean& bNeedSecurityCheck)

 at System.RuntimeType.CreateInstanceSlow(Boolean publicOnly, Boolean skipCheckThis, Boolean fillCache, StackCrawlMark& stackMark)

at System.RuntimeType.CreateInstanceDefaultCtor(Boolean publicOnly, Boolean skipCheckThis, Boolean fillCache, StackCrawlMark& stackMark)

 at System.Activator.CreateInstance(Type type, Boolean nonPublic)

at System.RuntimeType.CreateInstanceImpl(BindingFlags bindingAttr, Binder binder, Object[] args, CultureInfo culture, Object[] activationAttributes, StackCrawlMark& stackMark)

 at System.Activator.CreateInstance(Type type, BindingFlags bindingAttr, Binder binder, Object[] args, CultureInfo culture, Object[] activationAttributes)

at System.Activator.CreateInstance(Type type, Object[] args)

at Microsoft.Dynamics.AX.ManagedInterop.ClrBridgeImpl.NewClrObject(ClrBridgeImpl* , Char* pszClassName, Char* assemblyName, Int32 argsLength, ObjectWrapper** arguments, Boolean* isException

Another way to wrap the web service is to wrap it in a web service project in VS. But for that, the web service must be hosted to IIS.

 

Human Capital Management in Dynamics AX 2012

Human resource management in Dynamics AX 2012 is still a little explored field and you will not find many blog posts that will cater specifically to the HCM and Payroll modules in Dynamics AX 2012.

If you are looking for an option on how to help your client to manage talent within their organization, this blog post is for you!

Today, many clients are looking for a single solution for their HR problems including talent management. Talent management however, becomes extremely confusing because many HCM applications and resource planning solutions do not provide Talent Management as an option.

If your client is looking for an end to end HCM solution including talent management, Microsoft Dynamics AX 2012 offers a whole pack of features that you can pitch to your client:

Recruitment Module: The HR manager can create an internal project for recruitment, for any sort of job opening. Both internal and external job postings can be managed through the recruitment module, with various types of advertisements to obtain application data. The entire recruitment process can be followed with evaluation of applications, interviews and confirmation of applications.

Competency Management: This area allows definition of specific competency elements, skills, education levels and areas of interest that should typically be part of a job. Based on the hiring process, a certain employee when hired can be compared against these competencies and the hiring or rejection decision can be based on these competencies.

Compensation Plans: Dynamics AX 2012 is extremely flexible in terms of compensation plans. From benefits to earning codes or allowances, and from fixed to variable pay plans, a hiring can be done and specific criteria and pay grades can be assigned in compensation plans.

Performance Evaluations: Goals, KPIs and appraisals all can be managed through the performance evaluation and management module. This module is extremely powerful as it allows the alignment of all employees towards certain goals and KPIs that the organization wants to focus on. Moreover, personal development of employees can be managed as well through personal goals and performance appraisals.

Course Management: Course management is a little explored area even though it can be extremely useful. In course management, the organization can keep track of and manage courses and trainings that employees can take. Arrangements, attendance and conclusion, all elements related to courses can be managed through this module.

Next up, we shall explore questionnaire development and management in Microsoft Dynamics AX 2012, which will help you to design an employee performance appraisal form and follow the process for collection of information on the form.

Which elements in HCM are you interested in exploring that we can present you with blog posts on?