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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Production Control D365 for Finance and Operations

Service Item with Stocked Item Model

March 17, 2025 by alirazazaidi

I conducted an experiment to see what happens when we create a service item but select the item group as stocked.

To test this, I created an item called “Service 101” using the FIFO model, which is typically used for stocked items.

Next, I purchased it as a normal item.

When I checked the inventory transactions, I noticed that transactions were recorded—this happened because the FIFO item model treats it as a stocked item.

Inventory transactions

Why would we need such an item?

If we define an item as a service and assign it to a non-stocked item group, it means we can use it as a service charge—either as a service received or provided to a customer. In this case, no inventory transactions would be recorded.

However, in production orders, when defining the Bill of Materials (BOM), there are certain non-physical costs (such as floor charges) that need to be accounted for. The problem is that BOM does not support service items.

To work around this, we need to create a service item using a stocked item model, ensuring that it can be included in BOM calculations while still serving its intended purpose as a service-related charge.

Vendor 101 Essential fields for Setup D365 Finance and Operations

August 3, 2023 by alirazazaidi

Yesterday I started to make hand written notes. Basically I want to note down, essential fields for setup in D365 Finance and Operations.

For Vendor it is as follow.

How to create a legal Entity In Dynamics 365 for finance and Operations.

January 27, 2021 by alirazazaidi

Hi Everyone, Welcome to this session. In this session, going to create a legal Entity.

Legal Entity creation is very simple.

Before that we go let’s discuss what a legal entity is.

•A legal entity is an organization that has a registered or legislated legal structure. 

•They have to go into a legal contract with another organization and are required to prepare reports on their performance.

•In D365 Country/region is the most important factor while creating a new legal entity.  All localization in Dynamics 365 for finance and operations depend on Country and region. It activates with respect to selection of Region.

•Form inquiries, reports enable disabled with respect to region or country selection.

Every legal entity is associated with Company Id, which is 4 character value. Once it created can not be modify. Rest of things we can modify.

How to enabled document attached on processed records Dynamics 365 for finance and operations

March 9, 2020 by alirazazaidi

In many cases, document attachment disabled on processed records. Usually this happened with respect to business requirements. For example when Purchased order invoiced and settled in ledger, attachment add, edit and delete can be disabled. Only existing attachment can be view on these documents.But some cases we have to forcefully enabled document attachment on these processed records.

I used following code snippet to enable the document attachment.

/ <param name="args"></param>
    [PostHandlerFor(formStr(DocuView), formMethodStr(DocuView, setEnabled))]
    public static void DocuView_Post_setEnabled(XppPrePostArgs args)
    {
        FormRun formRun; 
			//= sender;
        formRun  =Args.getThis();
        formrun.design().controlName("ctrlAdd").enabled(true);
        FormDataSource      DocuRef_DS =formRun.dataSource("DocuRef");
        DocuRef_DS.allowEdit(true);
        DocuRef_DS.allowCreate(true);
        DocuRef_DS.allowDelete(true);

    }

Journal name . does not support journal type Daily X++ Dynamics 2012 r3

March 23, 2019 by alirazazaidi

Hi did one customization, where I create Ledger Journal using X++ code. It was working perfectly fine with Ledger General Ledger entries. But threw error  on creating Ledger for AR,PR Payment.

 

I created ledger with following code snippet.  But it works only for Ledger for of Type Daily

 

AxLedgerJournalTable    header  = new AxLedgerJournalTable();
AxLedgerJournalTrans    trans   = new AxLedgerJournalTrans();

container               offsetDim;
LedgerJournalNameId     ledgerJournalNameId = “payment”;

header.parmJournalName(ledgerJournalNameId);
header.parmJournalType(LedgerJournalType::CustPayment);
header.save();

I replaced the above code with following snippet it works perfectly fine, rest of the code is works fine

LedgerJournalName ledgerJournalName;
LedgerJournalTable ledgerJournalTable;
LedgerJournalTrans ledgerJournalTrans;

select firstonly ledgerJournalName
where ledgerJournalName.JournalName == parameters.LedgerJournalNameId &&
ledgerJournalName.JournalType == LedgerJournalType::CustPayment;
if(!ledgerJournalName.RecId)
throw error(“@CAM184”);
if(ledgerJournalName)
{
ledgerJournalTable.JournalName = ledgerJournalName.JournalName;
ledgerJournalTable.Name = ledgerJournalName.Name;
ledgerJournalTable.insert();
}

Data source filter using extension Dynamics 365 for finance and operations

February 4, 2019 by alirazazaidi

Hi every one, Today I have very small tip. During customization we need to add filters at run time. Specially in the case of inquiry forms. But Now we have to work with extension. Extensions are much more powerful then over layering.

 

So first one thing to copy Datasource  OnQueryEXecuting event. And paste in Extension class.

The sample code snippet is here.

 

 

 

 [FormDataSourceEventHandler(formDataSourceStr(HcmDiscussion, HcmTopicRef), FormDataSourceEventType::QueryExecuting)]

public static void HcmTopicRef_OnQueryExecuting(FormDataSource sender, FormDataSourceEventArgs e)

{

FormRun          HcmDiscussionForm = sender.formRun();

sender.query().dataSourceName(sender.name()).addRange(fieldnum(HcmTopicRef,     HeadingRefRecId)).value(queryValue(_heading.RecId));

}

List of best blog post and article for Customization with extensions. Dynamics 365 for finance and operations

January 5, 2019 by alirazazaidi

Here collection of good articles / blog posts for Extension framework.

I just completed the customization using extension. Initially, it’s really tough for me. But with passage of time and my library of code snippet increased, I  felt the power of extensions over old classic overlay concept. Even I used extension in custom forms instead write old age methods in controls and data sources.

Here are some  links which are very helpful for me and worth to share.

 

Event handling:

 

https://us.hitachi-solutions.com/knowledge-center/customize-dynamics-365-user-interface-extension-event-handler/

https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/archive/2016/10/11/code-behind-extension-forms-how-to-add-state-variable-and-override-methods-without-overlayering

 

https://community.dynamics.com/ax/b/dynamicsaxconcoction/archive/2017/05/17/d3fo-customizing-interaction-classes-using-extensions

 

https://devserra.wordpress.com/2016/04/19/ax7-using-table-event-handler/

https://community.dynamics.com/365/financeandoperations/b/howtodynamics365/archive/2018/04/24/how-to-create-display-method-for-table-extension-in-dynamics-365

https://axility.net/en/access-stuff-in-the-new-event-subscriptions/

 

 

 

 

 

 

 

Workflow:

http://d365technext.blogspot.com/2018/07/avoid-over-layering-in-development-of.html

 

https://community.dynamics.com/365/financeandoperations/b/nareshsdynamicsaxblog/archive/2017/03/15/create-custom-workflow-in-d365-dynamics-365

 

https://devmusings.blog/2018/03/18/custom-workflows-in-microsoft-dynamics-365-for-operations/

 

https://community.dynamics.com/365/financeandoperations/b/dynamics365foaxhub/archive/2018/10/06/create-custom-workflow-participant-assignment-provider-type-in-ax-2012

https://workflowax.wordpress.com/2009/10/30/participant-provider-example/

https://www.lexisnexis-es.co.uk/blog/2018/10/22/workflows-in-microsoft-dynamics-365-for-finance-and-operations/

 

 

 

 

 

 

 

 

Model:

 

 

https://stoneridgesoftware.com/what-is-the-modelutil-exe-good-for/

 

https://community.dynamics.com/365/financeandoperations/f/765/t/223547

https://www.cloudfronts.com/model-importexport-in-dynamics-365-operations/

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/dev-tools/models-export-import

 

 

Email templates

 

https://www.sikich.com/insight/how-to-email-purchase-orders-in-dynamics-365-for-operations/

 

 

 

Vendor Collaboration:

 

https://gfeaxblog.wordpress.com/2018/05/16/vendor-collaboration-in-microsoft-dynamics-365-for-finance-and-operations/

 

 

 

Reports through extension:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/custom-designs-business-docs

https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/01/02/customizing-app-suite-reports-using-extensions/

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/customize-app-suite-reports-with-extensions

 

 

Custom form:

https://dynamicsaxinsight.wordpress.com/2017/06/23/ax7-d365-operations-create-details-master-pattern-form/

 

 

Production / Manufacturing courses D365 For Finance operations Courses Dynamics learning portal links

August 24, 2018 by alirazazaidi

80874BE: Define General Ledger Integration for Discrete Manufacturing in Microsoft Dynamics 365 for Finance and Operations

80884BE: Scrap, Waste, and Measurements in Microsoft Dynamics 365 for Finance and Operations

80876BE: Define Material Policies for Discrete Manufacturing in Microsoft Dynamics 365 for Finance and Operations

1020AE: Configure and Process Kanbans in Microsoft Dynamics 365 for Operations

81113BE: Production Costing in Microsoft Dynamics 365 for Finance and Operations

81088AE: An Introduction to Process Manufacturing in Microsoft Dynamics 365 for Operations

81089AE: Formula Management for Process Manufacturing in Microsoft Dynamics 365 for Operations

81090AE: Co-Products and By-Products for Process Manufacturing in Microsoft Dynamics 365 for Operations

81091AE: Batch Orders for Process Manufacturing in Microsoft Dynamics 365 for Operations

81092AE: Master Planning for Process Manufacturing in Microsoft Dynamics 365 for Operations

81093AE: Batch Control for Process Manufacturing in Microsoft Dynamics 365 for Operations

81094AE: Batch Attributes for Process Manufacturing in Microsoft Dynamics 365 for Operations

81095AE: Lot Inheritance for Process Manufacturing in Microsoft Dynamics 365 for Operations

81096AE: Potency Management with Process Manufacturing in Microsoft Dynamics 365 for Operations

81097AE: Containerized Packaging for Process Manufacturing in Microsoft Dynamics 365 for Operations

81098AE: Catch Weight with Process Manufacturing in Microsoft Dynamics 365 for Operations

81099AE: Approved Vendors for Process Manufacturing in Microsoft Dynamics 365 for Operations

81100AE: Commodity Pricing for Process Manufacturing in Microsoft Dynamics 365 for Operations

81101AE: Product Compliance with Process Manufacturing in Microsoft Dynamics 365 for Operations

81102AE: Rebates for Process Manufacturing in Microsoft Dynamics 365 for Operations

81103AE: Advanced Warehousing with Process Manufacturing in Microsoft Dynamics 365 for Operations

Drill through SSRS – Dynamics 365 for Finance and Operations

April 19, 2018 by alirazazaidi

Helped a junior, build a small SSRS expression, who build hyperlink to Course page on SSRS. You can modify it with respect your need.

 

=Microsoft.Dynamics.Framework.Reports.BuiltInMethods.GenerateDrillThroughLink( Parameters!AX_ReportContext.Value, Parameters!AX_UserContext.Value, “HRMCourseTable”, “Display”, “HRMCourseTable”, “hrmCourseId”, Fields!hrmCourseId.Value)

Disable Editing Options for BOM, D365 for Finance and Operations

April 1, 2018 by alirazazaidi

On the Business requirement, We can stop editing functionality for Approved BOM Item.

For This you have to  visit

 

Inventory Management and warehouse management Parameter form.

 

 

And Enable following options boxes. In Bills of materials  Block removal of approval and Block Editing.

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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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