Ali Raza Zaidi

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Dynamics Ax 2012 functional side

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.

Fiscal year calendar and ledger calendar in Dynamics Ax 2012

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In Dynamics Ax 2012, Fiscal year is common all the legal entities. They usually define in initial step of implementation. The length of Fiscal years is up to user how long he defines the length according to requirement.

They are essential for financial reporting for particular company. Define the account period or begin and end date for one financial cycle.

 

In Pakistan, Fiscal year usually starts from 1 July and ends at 30 June.

 

You can define the fiscal year from following link

General Ledger-> Setup-> Fiscal Years

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As I working on contoso demo data for my R & D.  By clicking on above link all Fiscal years appears as follow

 

FiscalYear

We can add Fiscal year as follow by clicking on new fiscal year in Dynamics Ax 2012

4-9-2015 7-55-13 AM

 

 

 

 

Now I am going to create a fiscal year with what follow in Pakistan. In Pakistan companies follow the Fiscal year starting from 1 July and ends at 30 June every year.

Lahore-Foscal year

 

 

As I select the length of period is 1 month the default calendar build with respect to as follow.

4-9-2015 8-13-40 AM

 

 

Ledger Calendar : Are based on fiscal year calendar. Every ledger transaction is mapped in open period of fiscal year selected as ledger calendar. You can find ledger calendar form following link

 

General Ledger-> Setup-> Ledger

Ledger

 

 

From Fiscal calendar dropdown, you can change the fiscal year calendar in Dynamics Ax 2012.

Ledger det

And from above menu button, we can see the detail of selected fiscal year calendar

 

details

 

 

I changed the fiscal year in ledger I got following message

 

4-9-2015 8-31-48 AM

“The fiscal calendar has been updated. We recommend that you run the recalculate ledger period process.”

 

To Recalculate ledger period click on top menu.

recaluclate

 

 

Following dialog box which run the batch process, You can set it re occurrence. Click ok to recalculate the ledger period process.

reoccurance

 

 

 

Product Management in Dynamics Ax 2012 R3 Part 2

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In previous post I just create an Item product without its variant and released it to required legal entity.

http://tech.alirazazaidi.com/product-management-in-dynamics-ax-2012-r3-part-1/

But product required one more step to finalize it before used in sales or purchase.

 

  • Item group
  • Item module group.
  • Storage dimension.
  • Tracking dimension.

 

 

 

For this purpose you have to go in Specific Legal entity and open the release product page.

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When Release product form opens, select or highlight you required release product and click on Edit button.

select

 

You can find similar form.

Edit form

You find that there is validate button on Product tab, this button helps you to identify what is missing in finalizing the release product.

 

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I clicked it for my newly released product.

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It gives me warning that values for Item model group, Item group, storage Dimension groups and tracking dimension group values are missing.

 

Let’s first set the values for Storage and tracking dimension group.

For this purpose you have to click on top menu tab menu and click on Dimension groups

ddd

 

 

You can set values here for Storage Dimension group and Tracking Dimension group.

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After setting dimensions go  to General fast tab you find the Item model group drop down, you have to set its value from there

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For Item group please expend the Manage Costs fast tab and set its value from there.

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After setting all these values click on Validate button to check that Release product is properly configured.

 

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Product Management in Dynamics Ax 2012 R3 Part 1

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In Dynamics Ax 2012, there is separate module  made for product management. There are two types of products in Dynamics ax.

Product. It is bare bone and independent product no further variation is not possible or required.

Product Master. When same product has different variant for example if we consider the hair color product that same color, quantity but slight different of shade can make different Product. Here we can make a master product and then creates its variant. We use Ax configuration technology to create its variants.

 

In Dynamics Ax 2012, The product creation is 4 step process.

  • Create the product.
  • Release to different legal entities.
  • Update the release product information according to different Legal Entity.
  • Used the product in different operation like purchase, sales and inventory management.

 

 

If you open the Product Management Area page in Dynamics Ax 2012 You can find following links that for product related information.

Product Managment

 

 

Currently If we open the All Product and Product Management then Product List Page will be appeared as.

In this article I am using contoso demo data.

12-8-2014 11-41-14 PM

 

Now click on top menu product to add new product.

New Product

Now if you see that there two important drop down first one is Product Type

And second one is Product Sub Type.

If we check the product type there is two values

Item and Services

Item type option is selected when product can be stored and Inventory can be manage.

Services Type can select when Product is non Inventory type. Or possible non tangible type.

 

Product sub type is option provided us capability to create standard product or Product which can be vary in terms of color size or config.

Product type: The standard product. There is no variant possible so no product associate with it.

Product Master: A template product its one or more than one variant can be exists. Variants exists in terms of its size, color and config.

 

If I am going to create a Product Master the New Product form will be look like.

Product Master

 

 

Currently I am interested in simple standard Product. So I go for first option

And click on ok.

 

New Product is created

Now click on top menu to release product, Here we release the product In Particular legal entity.

 

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Now click on select companies

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For example I want to release Product for Only USMF. Click on OK to release Product in USMF.

 

Vendor Reasons Lookup

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In Dynamics Ax 2012, you can create Vendor Reasons, These reasons helps to describe codes used to against the vendor, vendor transaction and vendor task. A reason code is used to justify the why change or transaction occurs.

You can find Vendor reasons in Account Reasonable Area Page.

10-12-2014 11-10-47 AM

 

 

You can add vendor reason from Vendor Reason Form

 

VendorReason

 

If you go AOT you find that Data store in ReasonTable

Currency exchange rate setup in Dynamics AX 2012

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We can create transaction entries in different currency. For Example default currency set of Legal entity is “USD” and we have to create Purchase Order in Pak Rupees.

For this purpose we have to create exchange in Dynamics Ax.

The link of currency exchange is Ledger module, in Setup section and under currency. You can saw it as follow.

Link

 

Click on Currency exchange rates

 

Empty Selection

Select “Default” from Exchange rate Type. By default application exchange rate from “Default”. And then click on New Button, from right pane select From Currency to USD and To Currency select PKR.

By Default From date Set to “Current Date” and To Date set one month to after current Day. You can modify it as per your requirement.

In current scenario 1 USD is equal to 150 Pak rupee.

Date

There is also Start Date which is used as effective date, It means, between from date and to Date we can use multiple exchange rate.

 

Now you can create Purchase Order in Pak rupees, The Values are automatically converted into Pak rupees.

To verify that we create two Purchase order first in USD and second one in Pak rupees and verify that Item price are came in different values.

 

First we create Purchase Order with USD dollar and then create PO with and see the purchase Item price.

PO with USD dallor

 

Purchase Price

Now we create Purchase Order in Pak rupees and see the unit price.

PakRuppee

 

Purchase Price in PakRuppee

Functional side Training of new features of Dynamics Ax 2012 R3

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Recently I found the training session for new features of dynamics Ax 2012 R3 on Channel 9 website.

The important features of Dynamics Ax 2012 R3 are Warehouse management and Transportation management.  Presenters described these feature in brief and very precisely.  You can explore these features on below link of Channel 9.

http://channel9.msdn.com/Series/Microsoft-Dynamics-AX-2012-R3-Training

What’s New In dynamics Ax 2012 R3.

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I just saw the R3 demo VM. There is Lot of new features.  The major feature Include

  • Forecasting.
  • Budgeting
  • Transportation management
  • A wireless client for warehouse.
  • Retail Module has number of changes.

Let’s see small detail which I just collected.

 

  • Demand Planning – New Sales Forecasting Tool
    In Dynamics AX 2012 R3 a new Sales forecasting Tool giving which provide the more accurate for forecast.
  • Budget Planning – New tool for Budget Preparation 
    A budget planning include in Dynamics Ax R3 which will more standard to support the budgeting process.
  • Now Budget allocation based on allocation basis rules
  • Improved process flexibility and control by default and locked dimension values on certain type of budget plans
  • Evaluation of different scenarios for what-if analysis

 

  • Improved Warehouse Management functionality
    The warehouse management functionality enhanced to support for scanners, wave picking, license plates and process are more improve the warehouse.
  • Improved Inventory Control
  • Embedded Radio Frequency
  • Improved Inbound & Outbound Warehouse Operations

 

  • Transportation Management – New module for Shipment Planning and Control
    In transportation management, a new module that supports planning and packing containers, vehicles routes freight rates booking and billing, this will very important to enhancement for supply chain.
  • Rate, Route and Load Planning
  • Freight Reconciliation

 

Retail

  • A new and Windows 8 Tablet Point of Sales (POS) and Mobile POS.
  • A loyalty programs across legal entities and tiering of customer as well as enhanced gift card support.
  •  There are enrichments in pricing and promotions, assortment and catalog, BI and reporting and mark downs enhancements helping optimize revenue.

 

 

For developer or technical point of

  • a new compiler in Dynamics AX builds in the context of multiple developments integration.
  • A strong TFS Version Control support, which has previous version has problems.

 

References:

Here are some reference and  articles I found

A great article about compiler enhancement in Dynamics Ax 2012 R3 http://axwonders.blogspot.com/2014/03/hi-there-i-hope-everybody-is-doing.html

 

 

A detail article about Project management functionality enhancement in Dynamics Ax 2012 R3

http://sandeepchaudhury.wordpress.com/2014/01/26/enhancements-to-project-planning-functionality-in-ax-2012-r2-cu7/

 

There is registration going on for Webinar for Dynamics Ax 2012 R3 visit following link

https://presentations.inxpo.com/Shows/microsoft/4-10-14/Registration/Registration.html?AffiliateKey=21572&AffiliateData=

 

 

References : http://www.mwdata.dk/news/new-exciting-features-for-dynamics-ax-2012-coming-up/

http://blogs.msdn.com/b/dax/archive/2013/11/05/microsoft-dynamics-ax-2012-r3-a-preview.aspx

http://blog.encorebusiness.com/new-features-microsoft-dynamics-ax-2012-r3/

http://blog.encorebusiness.com/new-features-microsoft-dynamics-ax-2012-r3/

Exploring the Functional Side of Dynamics Ax 2012: How to create Legal entity.

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Today I decide to start Exploring the functional side of Dynamics AX 2012. The starting point certainly to create legal entity and explore the further options.

To Create a legal entity you have to open the legal entity form by the following link

  • Organizational Administrationè ==>Organization==>Legal Entities.01-legalEntitylink
  • To create a new legal entity click on new button and start enter the information. For example, in my case I am going to create a legal entity with Name “Lahore” and with company Name “Systems Ltd.” 02-New Legal Entity
  • After entering information of Legal entity Name, Organization Name and region area Name press on ok button to save it.03-New Legal Entity Save
  • Newly created Legal entity is shown in right side bar as follow.04-newlyCreated LegalEntity shown
  •  From right side window I can update further detail information for legal entity. There are following fast tabs are on the form

05-FastTabs 05-FastTabs

 

 

From General Tabs You can update following important information for legal entity

  • Language.
  • Search Name
  • Time Zone.

06-General Tab

 

Address Fast Tab:

From Address Fast tab: you can address information.

07-Address Fast tab

 

Click on Add button or Click on Edit button you can find more options.

08-Detail Address new

 

 

You can add Contact information from Contact fast There

There are 4 types of contact you can create

  • Phone Number
  • Email Address
  • URL
  • Telex
  • Fax.
  • If there are many contact number, you can make one of them primary by clicking check box on grid.09-Contact tab
  • From Tax Registration fast tab you can enter information regarding Taxation. Because Dynamics Ax is one of big ERP. It also option of Zakat.

10-Tax registration.

 

From Tax 1099 you can enter withholding tax information.

11-Tax1099

 

Statutory reporting fast tab, you can enter the registration information which will be used for statutory reporting.

12-Statutory reporting

12-Statutory reporting

Banking information can be add Banking information fast tab.
13-Banking information

Foreign trade and logistics Fast tab you can address shipment address

14-Foreign trade and logistics

If there is any Sequence number associated with legal entity that can be shown from here.

15-Sequence Number

reference : http://technet.microsoft.com/en-us/library/hh242184.aspx