Tag Archives: AX 2012

Price embedded barcode in AX2012

In this blog we will be discussing how we can configure Price embedded barcode; for this please perform following steps in AX Retail Module:

  1. First configure bar code mask characters in retail (for example: product and price) (retail > setup > mask character)

1 2. Then create a new bar code masks setup selecting Product in type with selection of barcode standard in general tab (for instance code128), in Barcode mask segment add lines with Mask characters of price and product. For prefix using 1, and for length of product and prices using 4 and 6 respectively, and decimal as 2. (Retail > setup > barcode mask setup)

23. Configure a new Barcode setup. Add Barcode setup and description in General tab select Barcode type (using code 128), now select Mask ID from drop down (created in Barcode mask setup)( (retail > setup > barcode mask setup)

34. Now attach this barcode setup to item (item should have selling price). Go to retail tab of product and select created barcode setup.

45. Then create barcode of item in following way; 10000000000. Here 1=Prefix, 0000= Product and 000000= Price. In general tab select unit of measure (using Pcs as example)

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General tab select unit of measure

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Note: This setup is also applicable for items with weight as if vegetables etc. select Kgs as unit of measure.

In weighing scale when item is weighed it will take weight of item X unit price

In addition, it will print the barcode with net amount of price

Like 10000025000

Here 1 is prefix 0000 is item and 0250 is price

This is what weighing scale will print

Moreover, on POS it will do a backward calculation 250/item price = quantity

  1. Now execute assortments and run jobs

Pharmatec: Integrated Functions and Improved Operations Through Dynamics AX 2012

The chemical/pharmaceutical industry has some typical challenges that it looks to be addressed especially when in the midst of choosing a technology and software solution. Some key pain areas include management of production particularly with respect to ingredient potency and formulae; as well as expiry and quality control. Depending on the extent and business of the company, integrated, real time information and secondary solutions towards relationship management (such as secondary sales, customers, vendors, etc.) all form key parts of the challenge within this industry.

We have solved these challenges for one of our pharmaceutical clients, Pharmatec Pakistan Private Limited. Our vertical solution caters to their multitude of challenges and focuses on bringing key benefits that Dynamics AX 2012 inherently has to offer.

Read through our case study here:

Pharmatec-Pakistan-Private-Limited-Casestudy_0

Reason Code Functionality on POS -Ax 2012

In today’s post, I would like to share Reason Code functionality on POS. We often conduct transactions that need a reason or comment. Microsoft Dynamics AX has come up with reason codes in which we can define reason behind of the transactions. I would like to share how we can use this functionality over AX POS

Step 1:  Go to Retail > Setups > Reason Codes

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Step 2: Create new Reason Code

Step 3: Type reason Number, description and input type sub codes to associate more sub codes in reason code or you can go for text to if you just want write something as a reason.

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Step 4: Create Sub Codes

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Step 5 : In General mark the check box

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Step 6 : In Printing mark check box if you want to Print the reason code on the receipt

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You can define where you want these reason code to be apply:

Go to Retail > Setup > POS > Profile > Functionality Profile

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Step 8: now run the JOBS

You can see over POS reason code will be applied

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You can also review on HQ which transaction has been perform on that particular reason Code

Go to Retail > Setup > Reason Code > Reason Code Transaction

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Error while Opening AX 2012 R2 Retail POS: could not load all external service modules

It is a common error for AX 2012 R2 POS screen, whenever we setup device information on hardware profile and run the N-jobs, this error usually appears on POS screen and it won’t let you open POS.


 

Connector TestConnector not found!

SystemCore: System.Exception: Processor not found.
at Microsoft.Dynamics.Retail.SDKManager.PaymentProcessorManager.GetPaymentProcessor(String name)
at Microsoft.Dynamics.Retail.Pos.EFT.PaymentSDKProcessor.GetEftPaymentProcessor(String connectorName)
at Microsoft.Dynamics.Retail.Pos.EFT.PaymentSDKProcessor.GetEftProcessorServices(String connectorName)
at Microsoft.Dynamics.Retail.Pos.EFT.EFT.Initialize()
at Microsoft.Dynamics.Retail.Pos.SystemCore.Services.Initialize()
at Microsoft.Dynamics.Retail.Pos.SystemCore.PosApplication.Initialize().


 

The solution I found is simple by copying TestConnector DLL to Retail folder.

1. Copy the Microsoft.Dynamics.Retail.TestConnector.dll from “C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin\Connectors”

2. Paste the Microsoft.Dynamics.Retail.TestConnector.dll to “C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail POS\Connectors”

3. Open POS, Problem solved

 

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

 

#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

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

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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.

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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!

AX2012 R3- How to Import Contoso Data using Test Data Transfer Tool (Beta)

Pre-requisites:

1-      Download the test data transfer tool from the below mentioned link.

https://informationsource.dynamics.com//RFPServicesOnline/Rfpservicesonline.aspx?ToolDocName=Microsoft+Dynamics+AX+2012+Test+Data+Transfer+Tool+(Beta)+-+Updated+7th+Jan+2014%7cQJ4JEM76642V-8-1465
2-      Download demo data for AX2012 R3 from partner source site.

Steps: 

  • Extract the demo data files from DynamicsAX2012R3DemoData.exe to a specific location.

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  • The output folder will contain the files of following extension types:
  1. .OUT—– data file that contains metadata for AX transactional database
  2. .OutModel —- data file that contain metadata for AX model database
  3. .XML —- data file that contains AX table data.
  •  Run the Test Data Transfer Tool.Exe file to install the utility.

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  • After successful installation, the folder will look like as shown below:

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  • Open AX client and import the .XPO named (MetaDataXMLGenerator.Xpo)

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  • On successful import a job will be created as shown below:

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  • Run the job <MetadataXMLGenerator(usr)>, a  meta data file will be generated and the path will be displayed in the infolog as shown in the snapshot below:

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  • Copy the metadata file from the above path and paste it in [lists] folder (where Test Data Transfer Tool has been extracted). If the file already exists, then overwrite the file.
  • Stop MS Dynamics AX service.
  • Open command prompt using administrator and navigate to the path where the Test Data Transfer Tool is extracted).
  • Run the following command:

Dp.exe Import “C:\R3DemoData\DynamicsAXR3DemoData” DynamicsAXR3

C:\R3DemoData\DynamicsAXR3DemoData—— update the path accordingly

DynamicsAXR3—— provide the actual database name.

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If we enter ‘Y’, then following screen will open up describing the count for importing the table data and Error (if they come up)

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  • The process may prolong depending upon machine configuration.
  • On successful import, Open AX client and data will show up.

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#TipADay: Day 2: Importing Data to Microsoft Dynamics AX 2012 using Excel Add-in

Excel is a great spreadsheet tool and the AX 2012 Add in is even more wonderful. It allows to publish information/data back to Dynamics AX 2012 without any changes in AX 2012  configuration.  In this functioned example, I will show how you can use the Dynamics AX Excel Add-In to update your data. 

Before we start working on Microsoft Excel, we need to make sure that we have the Dynamics AX Excel Add- in installed. If you open up Excel and there is a Dynamics AX tab, then you are fine. If not, you will need to install it.

Lets try and import Chart of Accounts in Dynamics AX 2012. To do that, follow these simple steps:

Step 1: Go to Dynamics AX Excel Tab in the Excel

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Step 2: Select Add Data > Add table

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Step 3: Select Main Account Table

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Step 4: Drag important columns that you want to update

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Step 5: Enter your data in the fields

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Step 6: Select Publish to import the records in AX

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It will also create a new sheet called Dynamics AX Status which will show you how many records were updated, and also any errors –if they occurred.

Step 6: If we return back to Dynamics AX, then we will see the data  has been uploaded.

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Hope this little tip helps you. Leave me your feedback and comments!