Tag Archives: Tip A Day

#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 :)

 

Reports stuck on Queued / Cancellation in Management Reporter 2012

Hello everyone. So recently I was quizzed as to why my reports generated in MR 2012 where being stuck on queued for a very long time with no progress at all.

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So here’s a useful tip if you ever bogged down as to why the reports you generate in Report Designer (MR 2012) gets stuck on cancellation or queued status. You just need to start / restart the Management Reporter 2012 Process Service Properties. Navigate to Services (Start Menu > Run > Service.msc) and find the following service MR2012ProcessService.

Start service

In our case, the service was stopped and needed to be start. Right click the service and select the Start / Restart option. Once the service has started, the reports will start to generate and will no longer be stuck in Queued status.

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So this was pretty simple solution that had me bogged down for quite some time. Hopefully this will help out some people.

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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#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!

#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