Ali Raza Zaidi

Musing's of ERP Consultant

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Archives for February 2018

Sales Quotations Dynamics 365 for Finance and operations.

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In response to Customer/ prospect  request for quotation. Sale and marketing department generate Sales Quotations.

 

This Sales quotation can be generate existing customer. Otherwise D365 OF provide functionality to  register sales Quotation against Prospect.

 

 

 

 

 

 

 

When Customer Response against Sales Quotation, We can confirm Sales Quotation convert to Sales Sale order and Prospect convert to Customer.

 

 

Similar to Sales order , Sale quotation is added in lines section.  When entry is complete, from top menu and sent Sales quotation, Print can be generated.

 

 

 

 

There are multiple options available against Sales Quotations as response. We can find these options are available on “follow up” top tab menu.

 

 

Confirm:, Customer send confirmation so Sales Quotation convert to into Sales Order.

 

Cancel:  Sales Quotations can be cancel, possible there will be no response form Prospect.

 

Lost quotation:  In the case of another company won the quotation we can set as Lost.  It is some kind of cancel. After that quotation is closed for edit.

 

Two options also found in sales and marketing parameter form.

 

 

 

 

 

You find in General tab

 

 

Days campaign  expire, means sales quotation automatic expire the create of sales quotation.

Sales follow up date automatically created quotation creation date plus date mentioned here.

Sales follow up means, date of sales Quotation is created plus days mentioned here in setup.

Customer / Vendor ledger Dimension D365 for finance and operations X++

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In D365 for finance things are little bit change and much more organized. In Dynamics Ax 2012, which consider as classic AX. We get ledger dimension  with DimensionStorage class

 

ledgerDim = DimensionStorage::getDynamicAccount(

‘US-001’,

LedgerJournalACType::Cust);//Account

offsetLedgerDim = DimensionStorage::getDynamicAccount(

‘USMF OPER’,

LedgerJournalACType::Bank);//OffsetAccount

 

 

 

 

In D365 this Microsoft provide LedgerDynamicAccountHelper. Code snippet is here

 

 

 

 

 

 

ledgerDim = LedgerDynamicAccountHelper:

:getDynamicAccountFromAccountNumber(‘US-1001’,

LedgerJournalACType::Cust);

 

offsetLedgerDim = LedgerDynamicAccountHelper:

:getDynamicAccountFromAccountNumber(

‘USMF OPER’,

LedgerJournalACType::Bank);

 

 

Reference http://daxingwitheshant.blogspot.com/2015/04/creating-payment-journal-using-x-in-ax.html

Introductory session to Dynamics 365 for finance and operation, PowerPoint slides and pictures

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Yesterday I conduct a free session at Microtechx training institute. Purpose of this session to give overview of Microsoft ERP to students and fresh graduate.

Session ppt and pictures are here

 

 

 

Item Group is not specified Dynamics Ax 2012

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Until and unless you have not good grip on functional side, you are unable to deliver customization. This idea constantly grow in mind and now started to grow as fear,

What if the functional consultant is not available or not provide good testing. And your piece of Code breaks in Production.  In ERP things goes beyond unit testing, We need extensive scenario based testing. In ERP development is easy, but covering all possible scenarios is tough, you have to grow functionally.

 

So I started to explore functional side by my own. And small issue starts to popup and now I started to document as I faced them 1 by 1 during learning process.

 

So I got very small issues. When I tried to use a newly created item in purchase line.

Item Group is not specified for item.

 

 

 

It took me almost 10-15 minutes where is the Item group in Release product detail form.

 

I found it in Manage Costs fast tab.

Microsoft Connect portal retired, you have to follow other link

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Hi all, I was trying to download latest Dynamics 365 for finance Dev box vm, but found that Microsoft Connect portal is retired. you can found all information here.

https://docs.microsoft.com/en-us/collaborate/connect-redirect

 

I expect that lastest VM link will available here, As I found latest 7.3 update 12 link here

https://aka.ms/finandops73pu12

 

And it leads us to some share point link, Download is good as compare to old connect link.

 

MetaData Search D365 for Finance and Operations.

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I was exploring Visual Studio Menu Dynamics 365 . I found Meta Data Search sub menu. Microsoft Has very nice article on this.

It is very good tool to search code reference in AOT.  Suppose I search CustTable reference In AOT. The result is as follow

 

 

Reference : https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/dev-tools/metadata-search-visual-studio

 

How to extend trial period on D365 Finance and operation Dev box vm.

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Today, I login Dev box Vm and found trail period is expired. I follow following steps to extend its period. These are common step, but lets document it.

So I open PowerShell run as administrator.

And write following command

slmgr -rearm

Command is successfully executed and I got following message

So restart the VM.