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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics Ax 7

New Dynamics Ax and Power BI Integration interactive Guided tour.

October 31, 2016 by alirazazaidi

I found very interesting and interactive guided tour provided by Microsoft at Dynamics.com. I feel its worth to share.

Enjoy and say welcome to 365 degree change in the world of ERP.

 

Customization in New Dynamics Ax (Aka AX 7) Part 5 – Custom forms – Simple List Page.

September 13, 2016 by alirazazaidi

 

This post is series. In Last post we create some custom tables for  in Dynamics Ax.

Customization in New Dynamics AX (AK 7) Part 4- Custom Tables

In basic level we create two tables EarningCodeGroup and Earning Code. In this post we build simplest and very basic level forms.

 

Open the project and add a new Item and select Form  from “Add New Item “ Dialog and set its Name “AlEarningCodeGroup”

2016-09-13_22-36-57

 

New form will be created in solution explore. Double click on it and open it in design mode.

FormDesign

 

 

Now right click on right side and select form Pattern.

Apply Pattern

From pattern select Simple list pattern.

You can read more details about simple list in the following

https://ax.help.dynamics.com/en/wiki/simple-list-form-pattern/

 

Patterns are applied but it described the following controls are missing.

Missing Controll

 

 

 

Now again right click on designer on and add action pane, custom filter group and grid.

Add new control

 

In first step I add the Action tab, then Add Action tab Pane page and then Button group and then add three command button.

ActionTab

 

Now update the different properties of Action Pane, tab strip and command button.

Change default to strip

Strip stryle

Set Caption as Home

Now select first command button set its text as New and command button as New.

Command Button Properties

Similarly set other two command button as Edit, and delete.

Now again right click on design and also add  group and rename it to grpFilter

Also right click on custom filter group and apply pattern We will see this in next post.

ButtonFitler

 

Now add Grid so form pattern requirement will be complete. Rename It to grpEarningCodeGroup. After that form design look like

Validated FormPattern

 

Now we go back to add table as a data source. We created the AxEarningCodeGroup in previous post, we will use that table here.

Grid data source

 

 

 

 

Set Name it with your table name, select table and set insertIfEmpty property to no.

DataSourceProperty

Now go back and expand action pane => Pane and then button group  and update datasouce property to table  property to  AlEarningCodeGroup

Button Group DataSource property

 

 

 

Now right click on grid and press F4 or open property window and set datasource to AxEarnigCodeGroup and datagroup to grid (I created the field group with Name “Grid” In previous post”.

Grid dDaou

 

If you see, you find two fields are added under grid node

 

Grid fields

 

 

 

Now go back to solution explorer and create a new menu Item of type display

DisplayMenu

Name It as “AlEarningCodeGroupMenu” . New menu Item will be added on solution explorer. Double click on it to open it in design mode and Set Object Type to form and Object to AlFormEarningCodeGroup. Also Update its label Property to “Earning code Group”.

DisplayMenuProperty

 

Open the AlEarningCodeGroup table in designer window and set its form ref to AlFormEarningCodeGroupMenu This will help us to add earning code group in earning code entry form.

Table Propeperties

 

 

Now we add the menu Item in  Menu to run and display,  For this open the menu Item in designer mode and drag menu item created in above step. In this post I am using custom Menu, If you are working with out of box menu then you must create menu extension then drag the menu Item in it.

Menu Display

 

Now run the application with Ctrl F5, I found the earning Code group in menu.

Live menu

 

By Clicking on link, forms open and I did following entries.

 

Data Entry

 

 

 

 

 

Customization in New Dynamics Ax (Aka 7) Part 2- Create New Module

July 26, 2016 by alirazazaidi

This post is continuity of

Customization In New Dynamics Ax (AX 7) Part 1 – Creating New Model

In Dynamics New module is a Menu,

 

In this post we are Creating A new module In Dynamics where we add complete implementation.

 

So first step to create a menu Item

CustomMenu

Double click on menu and open it in design area,

 

 

 

 

Designer

 

and then right click on it and update its name and label as follow

MyCustomPayrollProperties

Now add new Menu item,

menuDisplay

 

and Set its form properties to HCMWorker.

 

MenuDisplayProperties

 

 

 

Now drag open again menu in Design screen and drag display menu from solution explore and save it.

Drag

 

Now expand the Main menu in AOT and right click on it and click on generate Extension in current project

Extension

 

You can see new extension in with MainMenu.Extension in solution explorer.

New Extension In Solution Explorer

 

 

Double click on It and open it in designer and then right click on it to create a new menu reference

 

NewReference

 

 

ReferenceMenuName

 

 

 

Rename reference menu and set its menu properties to Menu which we create in previous step.

 

ReferenceProperties

 

Because we are doing this is post is as introduction, so we set display menu target to HCMWork set it as starting object in Visual studio project.

 

VisualStudioProject

Now compile, and Run Project With Ctrl+F5.

You can find our custom menu is appeared in Main menu.

MainMenu

 

 

 

 

 

 

 

 

Exploring Currency Exchange Rate in New Dynamics Ax.

June 8, 2016 by alirazazaidi

Suppose we need exchange rate from In Dynamics AX, For example dollar to Pakistani Rupee exchange rate.

We can do this in three steps

 

 

Currency Exchange rate Type in Dynamics Ax (Aka AX 7)

 

Create a new Currency exchange rate in new Dynamics Ax (Aka 7)

 

Setup Currency Exchange rate in Ledger Dynamics Ax 7

Currency Exchange rate Type in Dynamics Ax (Aka AX 7)

June 8, 2016 by alirazazaidi

For creating new exchange rate type click on top menu and click on ledger.

2016-06-08_20-14-42

 

From detail menu click on Exchange Rate Type

Exchange Rate Type

 

Click on new button from exchange rate types list page

 

new Echange Rate Type

 

Enter PkR and detail about it and click on save.

PkrType

Create a new Currency exchange rate in new Dynamics Ax (Aka 7)

June 8, 2016 by alirazazaidi

2016-06-08_20-14-42

Click on General ledger from Ax menu.

Exchange Rate

When currency exchange rates page opens, it load default rate change. Select required rate exchange type.

2016-06-08_20-29-28

 

From currency select dollar and to currency Pkr and set conversion factor to 100.

Step up 2

 

Also save and then add effective dates.

2016-06-08_20-54-50

 

 

 

Basic level sale order processing In New Dynamics AX (Aka AX 7) Step by Step.

May 23, 2016 by alirazazaidi

In very basic level we can divide the Sale order into following steps

basic

 

  1. Create New Customer
  2. Create a Sale order
  3. Pick the Sale Order
  4. Pack the Sale order
  5. Invoice the Sale Order

Create a new customer in New Dynamics Ax (Aka AX 7)

May 23, 2016 by alirazazaidi

Login in to Ax

2016-05-23_1-42-28

 

 

 

 

On successful login dashboard page is open in web browser.

 

 

Change legal entity from top menu to USMF

Change legal entity

We can create sales order from either Sales and marketing and Account Receivable module

 

Click on top menu.

Menu

 

Select Account Receivable menu

account Receviable

 

Or Sales and Marketing

Sales and marketing

 

 

 

Click on account receivable

 

 

Click on All customers

Customer List page link

Customer list page opens. Now click on new button to open customer form.

 

Customer List page

Enter Customer account for example I Added “MVP0007” as customer account And Name as Ali Raza Zaidi, select 80 in Customer Group.

Create Customer

In Address just select any Zip code for current article I Select 00210.

Sales Order Creation

 

Click on Save button, If you want to create Sales order directly click on Save and open then click on Sales Order.

 

Create a new Sales Order in New Dynamics AX (Aka AX 7)

May 23, 2016 by alirazazaidi

Either you create new customer and then click on Save and open. Otherwise click on new Sales Order and select customer.

NewSalesOrder

Select Customer selection for Sale order.

 

Select Customer

 

Select customer and save.

 

 

 

As we create very simple sale order so we select only one Item D0001 and set quantity 10 and also select change warehouse to 11.

Sales order create

 

 

 

Save the sale order

Save Sale Order

 

When the sales order is saved. The go to Sales Order tab => Generate=> Confirm Sales Order is enable. Click on it

 

Confirm Sales Order

 

Confirm Sales Order Form

 

Click on Ok.

Confirm2

 

You can find that status of Sales order is Open.

Sales Order Status

 

 

Pick The Sale Order in New Dynamics Ax (Aka AX 7)

May 23, 2016 by alirazazaidi

When Sale order is confirm. Select pick and Pack => Generate => Generate picking list.

Pick 1

 

 

Click on Ok.

Coddd

 

Confirm2

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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