Posts tagged with: Dynamics AX

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


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)


Case 1 Buy one Item 000004 and get item 000016 free

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


Step 2 Create New Discount

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


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)


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



Step 6 : Change the Status



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

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


Step 2: Create New Discount

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


Step 3: Select Discount 10%


Step 4: Select Validation period


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


Step 6: Change the Status


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


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


1-      Download the test data transfer tool from the below mentioned link.
2-      Download demo data for AX2012 R3 from partner source site.


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


  • 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.


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


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


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


  • 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:


  • 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.


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


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


#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


Step 2: Select Add Data > Add table


Step 3: Select Main Account Table


Step 4: Drag important columns that you want to update


Step 5: Enter your data in the fields


Step 6: Select Publish to import the records in AX


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.


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

Setting up Intercompany Trade in Dynamics AX 2012

You all must be familiar with what intercompany is. Here I am going to tell about the setups that are required to run the intercompany trade and the intercompany trade process.

I will be using a scenario throughout this blog and I will map it on Contoso.

For intercompany scenario, we will be needing two companies. CEU is a company that is involved in production of finished goods and CEE is a company that sells the product to the end consumer. So in order to sell it to the end consumers, CEE has to purchase the finished goods from CEU Company.

Let’s have a look at how we can map this in AX.

The first step is to build a trading relationship between the two companies.

For this first create CEU Company as a Vendor in CEE Company.

Then create CEE Company as a Customer in CEU Company.

To set trading relationship, go to the CEE Company

Navigate to Procurement & Sourcing > Common > Vendors > All Vendors


Select CEU Vendor, click the General tab and then click Intercompany in the set up on the Action Pane




Click Trading Relationship




In Sales Relation, select CEU Company and select the Customer account that is CEE in my account



Click Activate to activate the relationship between the two companies.



This makes the relationship to be activated in both the companies,

Now to record the sales and purchases i.e. the trade between the two companies, following procedure will be followed:

An Intercompany Purchase Order will be created in CEE Company to procure Finished Goods from CEU Company

In CEE, Open Procurement and sourcing > Common > Purchase orders > All purchase orders.





Click Purchase order in the New group on the Action Pane to create a new purchase order.




In the Create purchase order form, select the CEU Vendor. Click Yes to copy the details mentioned on the vendor form to the purchase order.




Click OK, an Infolog will appear that an Intercompany Sales Order has been created.




In the Purchase Order Lines, Select the Item number and Quantity information, if required select Product Dimensions, Site and Warehouse.



Note: only Released Products can be used in intercompany orders.

After the Intercompany purchase order is created, Click Confirm on the Action Pane to save and Confirm the purchase order.





Purchase Order Status at Confirmation will be of an Open Order



Note: when the Purchase Order is Created, the Intercompany Sales Order is automatically Created in the vendor company

On Purchase Order form, in the Manage Tab, in Intercompany Tracing Click Intercompany Sales Order to view Intercompany sales order:




Sales Order form will pop up, which is the auto generated order. The Sales Order will be generated in CEU Company





To Confirm an Intercompany Sales Order, In the Sell tab of the Action Pane, click Sales Order Confirmation in the Generate group.



Click OK to generate the order confirmation.


 Note: Confirming the sales order is optional

Sales Order Status on confirmation will be of an Open Order





To generate a packing slip, In the Pick and Pack tab of the Action Pane, click Packing slip in the Generate group. The Packing slip posting form opens.




In the Posting Packing Slip form, in the Quantity field, select the All option. Select the Print Packing Slip check box to Print the packing slip and then Click OK on the Posting dialog box.



Sales order Status will now change to Delivered




Note: Sales order status will change to delivered only if the quantities on the packing slip equals the ordered quantities

On the posting of the pakcing slip, physical on-hand inventory gets reduced. But this of course depends on the setups that we have done for the item model group that we are using.

Now to generate an invoice, In the Invoice tab of the Action Pane, click Invoice in the Generate group



Note: On product receipt number and the invoice number, packing slip number will automatically get updated.

Sales Order status will now change to Invoiced



Note: Sales order Status will change to Invoiced only if the full ordered quantity is Invoiced.

Invoice form will appear, in Quantity field, select the Packing Slip option to generate invoice of the quantity mentioned in the Packing Slip and click OK.

Note: you can select other available options as well depending on your process and requirement.




Now generate product receipt to confirm that intercompany item is received in the purchasing company i.e. CEE

In the Receive tab of the Action Pane, click Product Receipts in the Generate group. The Product Receipt form opens.




In the Product receipt form, in the Quantity field, select the Ordered Quantity or any other available option according to your requirement. Select the Print Product Receipt check box to print the product receipt and then Click OK on the Posting dialog box.



Note: The packing slip number gets automatically appeared on the product receipt

When the item is received, In the Invoice tab on the Action Pane click Invoice in the Generate group





A Vendor Invoice form will appear in which Invoice Number will automatically get updated.




Click Post to post the Invoice.



Purchase Order Status will now change to Invoiced


I hope this will be useful for you, thanks for reading it.

I will get back to you with another topic soon :)


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:



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

Home > Common > Questionnaires > Design > 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


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.



Dynamics AX 2012: Questionnaires, what are they and why you should use them

In this two part tutorial, we shall explore and evaluate the true potential of the questionnaires in AX2012. Even though Microsoft Dynamics AX 2012 offers a wide variety of mainstream features in relevant modules apt for a tier one ERP solution; some little known features can help you explore the little nooks and crannies that will make your life a little easier. One such feature is questionnaires in Dynamics AX 2012.

Questionnaires are not lengthy pages of questions that your user will have to fill out. Rather, small checklists, one off questions, evaluations, and even scripts for standardized attendance towards service can be made part of, and through questionnaires. Literally anything can be set up in this tiny function:

  1. Evaluation of a course attended by trainees
  2. Employee performance appraisals
  3. Employee satisfaction surveys
  4. Customer surveys
  5. Vendor evaluation or assessment questionnaire

When designing a questionnaire, some key elements required include:

  1. The type of questionnaire for the question – the area where this question will be used (such as employee evaluation, procurement, etc.) – questions and questionnaires are set up separately and then combined before distribution
  2. Input Type: the type of input such as integer– questions and questionnaires are set up separately and then combined before distribution
  3. Answer Groups: Answer groups are the groups based on which questions can be answered
  4. Instruction: You can guide your user to fill out questionnaires according to some specific instructions (example: script for the person who provides troubleshooting service on phone)
  5. Media Type: type of media that can be attached the question
  6. Rights: You can restrict the questionnaire to a particular group of people (Employees, Contacts – Vendor or Customer, Applicants).

Based on the results gathered, statistics can be calculated and you can generate reports for the answers received on the questionnaires.

This was a little overview on how questionnaires function in Microsoft Dynamics AX 2012. In the next blog post, we shall evaluate a little scenario where the Sales Department fills out a questionnaire for customer evaluation.

This scenario includes the following elements:

  1. New Customer Opening Request
  2. Sales Department generates request
  3. Sales Department fills out questionnaire
  4. Finance Department evaluates request and questionnaire before opening new customer.

We shall only see the questionnaire part of the above scenario.

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:

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

Calling table insert stops the AX service AX2012

Recently, I faced an issue when calling table insert from code. Every time I executed the statement table.insert() the service of dynamics AX2012 was stopped.

There may be two reasons of this issue.

1-      The RecIds of that particular table tables is getting duplicated, in case if you inserted the data to  that particular table from SQL and it picked the old RecId that are not generated by your current AOS.

2-      The table is not well synchronized.

In my case, synchronizing the table resolved the problem.

Happy DAXing!

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:



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.


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


Run this batch job


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


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.


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