Dynamics AX 2012

Every organization sold product or services to Customer. These Customer are main source of income to these organization. In Dynamics 365 for finance and operations we can create customer in Account receivable and sales and marketing modules. Customer basic information is saved per legal entity but his Name, address and contact save in global address book. That can be reusable in different legal entity with new customer account.

We can define customer from Account Receivable => Customer => All Customer

Sales and Marketing => Customers => All customers

If we open the customer list page, similar page will be appear. This page can be used as inquiry too. The customer created here will be used for sales, payment, Invoices and ledger accounts. Customer information can be changed any time.

Every Customer is created with unique id in Customer Account. Default size of Customer Account is 20.

By clicking on new button from top menu , on list page a dialog opens where we can enter basic information. boxes with red boundaries are mandatory. Customer can be organization or individual entry. As I already mentioned that Customer Name, address and even contacts are global across application.

There are multiple options available on save . Default option is save and go in detail page.

Other options are as follow

-Sales Quotations : Where we create Sales Quotations and start to enter the Sales quotations send to Customer in response to its RFQ.

-Project Order: Where customer saved and Project Quotations detail form opens.

-Sales Order: Customer Record saved and new sale order created against Customer and it goes directly Sales order detail page.

On click at Edit button to leads customer detail page in edit mode. We can modify information and save. This edit mode can available on detail page also.

Out of the box Customer detail will be something similar

Customer Information and Contact:

Contact and Address can be added from Addresses and Contact information.

Invoice and delivery Information of Customer:

Some cases, we invoice the customer other then customer It self. Some times Same customer purchase things with different customer Account. In that case we invoiced shipment to another customer Id. For this purpose Dynamics 365 for finance provide Invoice Account in “Invoice and delivery” fast tab.

In the case of Invoice account not set in Invoice and Delivery fast tab then Invoice will be created against Customer Account as default.

The delivery terms, mode of delivery, receipt calendar can be specified in the Delivery area. This information will default to the sales order header.

If you want to calculate Sales tax against customer Invoice, you have to set Sales tax in Invoice and Delivery fat tab.

Customer Payment Information:

Payment management options can set in customer Payment fast tab

You can set

Terms of payment
Method of payment
Payment specification
Payment schedule.
Payment day
Cash discount. A cash discount is used as an incentive for customers that pay
before due date.
Bank account
Bank account number

Customer Financial Dimension:

Customer financial dimension can be set from financial Dimension fast tab. These financial dimension automatically copied in sale order and customer invoices if they are set at customer level. These financial dimension can be modify and over right.

Sales order related default settings:

From Sale Order Defaults fast tab, you can set Preferred shipped from ware house and site and also Bill to customer. Bill to customer can be set in account number. This account number will be copied to Sale order header instead of customer own Account number. It means, we can set different Account for bill to customer .

Ware house management Fast tab.

Here we can set Ware house management level information. Fast tab related to Advance ware house management module.

Following options are here.

ASN : Means, Advance shipment notification generate for customer.

Fulfillment rate. The threshold required before releasing to Warehouse.

Value Type: Fulfillment rate apply to Price, Quantity or to None.

Fill entire shipment- shipment processing parameter to control fully shipment allocation during work creation.

Default status id – default status for inventory transaction.

Dynamics Ax 2012 Project Types and Time and Material Video

October 5, 2017 by alirazazaidi

Hi All I found very interesting video about Project Management and accounting module of Dynamics 2012 R3 by Santosh kumar Singh. Video is worth to share.

float value conversion in string SSRS expression and decimal points SSRS dynamics ax 2012 R3.

September 29, 2017 by alirazazaidi

Today I have to record very small tip. During development of on SSRS report for Dynamics Ax 2012 R3, End user wants a row at the report footer for analysis. he wants some kind of percentage calculation with ‘%’. A For this I have to use CStr ssrs expression function like

Ctr(((sum(DataSet!field.Value) / sum(DataSet!field.Value)))*100)+”%”.

Now it is string and shows number of decimal as it result from division. For example 5.4356333. But end user wants formatting like 5.43 .

It is string or text value and SSRS textbox formatting is not apply on it.

Following SSRS expression works for me.

Left(CStr(5.4356333),instr(CStr(5.4356333),”.”)+2)

My Updated expression is something like this

Left(CStr(IIF(Parameters!ProductionReportBM2DS_ItemName.Value = “ITEM-00000420”,((sum(Fields!Scrap.Value)/sum(Fields!TotalConsumption.Value))*100),((sum(Fields!CutLength.Value)/sum(Fields!TotalConsumption.Value))*100))),instr(CStr(IIF(Parameters!ProductionReportBM2DS_ItemName.Value = “ITEM-00000420″,((sum(Fields!Scrap.Value)/sum(Fields!TotalConsumption.Value))*100),((sum(Fields!CutLength.Value)/sum(Fields!TotalConsumption.Value))*100))),”.”)+2) +”%”

Workflow Approve Name in Grid Dynamics Ax 2012 R3

September 28, 2017 by alirazazaidi

Small tip, with reference at the end of post. I got small task, User want Last approval Name in grid at the result.

I wrote following code snippet as method in a required table and bind it to grid field.

display Name LastApprovalName()

{

WorkflowTrackingStatusTable workflowTrackingStatus;

WorkflowTrackingTable workflowTrackingTable;

WorkflowTrackingCommentTable workflowTrackingCommentTable;

UserInfo userInfo;

RecId _recId;

Name _name;

_recId=5637145391;

select firstFast RecId, User from workflowTrackingTable

order by RecId desc

join workflowTrackingCommentTable

where workflowTrackingCommentTable.WorkflowTrackingTable == workflowTrackingTable.RecId

join UserInfo

where UserInfo.id == WorkflowTrackingTable.User

exists join workflowTrackingStatus

where workflowTrackingTable.WorkflowTrackingStatusTable == workflowTrackingStatus.RecId

&& workflowTrackingStatus.ContextRecId == this.RecId

&& workflowTrackingStatus.ContextTableId == tableNum(MyTablelRequestTable) //PurchTable

&& workflowTrackingTable.TrackingType == WorkflowTrackingType::Approval;

if (workflowTrackingTable.RecId > 0)

{

_name=userInfo.name;

 

}

else

{

_name='';

}

return _name;

}

Original Code snippet is https://community.dynamics.com/ax/b/amazingax1/archive/2016/04/28/microsoft-dynamics-ax-2012-get-workflow-last-approver-name-and-approved-date

Customer Credit limit in Dynamics 365 for Finance and Operations

September 22, 2017 by alirazazaidi

We can set credit limit for customer. Customer can purchase product or services up to certain limit. Even D365 for finance and operations provide us option to generate error message and stop processing of Sale order or just show error message and let the transaction happened.

For this you have to enable customer credit limit option from Account Receivable => step up => Account Receivable parameters.

In Account receivable parameter form, you can found Credit limit option in Credit Rating menu

If you explore Credit limit type you find following options

On selecting None, which is default means, credit limit functionality is disabled. Balance means, credit limit check against

Customer current balance, Next option is balance plus amount generated against packing slip and Product Receipt.

Third option is Balance + all include Packing slip, sale order and transaction activities.

Next option is when message exceeding the limit

We find one more option is on this page. This option is either apply credit limit on free text Invoice on .

Now we can set credit limit on Customer page, For this open required Customer and form detail page you can update credit limit. You can find Credit limit in Credit and collections fast tab

For more detail explore following link:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/credit-limits-customers

Select on InventSum vs InventOnHand Class Dynamics Ax 2012 R3.

August 22, 2017 by alirazazaidi

Today I face the very strange behavior of X++ code.

We develop customization. We generate transfer and issuance through X++.

Logic was very simple,If stock is available then transfer / Issuance or Adjustment journal create otherwise generate error message, We took this decision based of query on Inventsum. It works fine in most of cases but In one case when stock is zero it fails. We create Movement Journal to generate stock in that Item variant. The select query always return Zero stock in posted quantity. Even I get the recid in debug mode and placed in table explorer, Quantity is available in table explore.

This case occurs when got Zero stock in Inventsum table and we try to increase stock by movement journal, other wise select on InventSum works fine.

The query will be very similar

Select * from InventSum where Inventsum.ItemId == line.ItemId && inventSum.invetdimId == line.fromInventiDimId;

This will not work. Even Db synch, Inc Cil, Cache clear done, even Restart the Test server AOS.

I have to switch code from select query to Class InventOnhand. Very similar to following.

InventOnHand inventOnhand

InventDim InventDim;

InventDimParm inventDimParm;

inventDimParm.initFormInventDim(_Line.FromInventDimId);

inventOnHand = InventOnhand::newParameters(_line.Itemid,_line.FromInventDimId,inventDimParm);

If (inventOnHand.availPhysical() > _line.RequestedQty)

{

Info( ” Quantity Avalible “);

}

Else

{

Info (” Not available “);

}

Its works perfectly fine. I think InventonHand class is better the do direct query on Inventsum table.

Skip certain values Report group sum SSRS Dynamics Ax 2012 R3. Dynamics 365 for operations

July 3, 2017 by alirazazaidi

There is again small tips. Let me share you again scenario. Suppose you have to show customer Sale With customer group level. And group footer want to sum of Sales of that group. Now requirement is that customer with certain sub classification will skip in group sum. For example those customer who are on hold or blocked will not shown in report group sum, but shown in report detail

I was developing RDP based reports. So I add a int field in table. So I can mark specific record need to skip at group level sum.

I update the following SSRS expression to skip certain records at group level.

=Sum(iif(Fields!Flag.Value= 0, Cdbl(Fields!Value.Value), 0.0),”Group Name”)

Serial Number in Report Group SSRS Dynamics Ax 2012 R3.

July 3, 2017 by alirazazaidi

Today I have small tip. Let me share a scenario. Suppose you have to display Customer group as report level group and customer at detail level who did purchased products from your organization in given period of time.

Serial number on detail level can be achieved by RowNumber(“Scope Name”)

But serial number shown on Group level is tricky because RowNumber not works there. For example in above mention scenario, Client wants serial number on Customer Group instead of Customer at detail level.

I used following single line SSRS expression helps me to achieve this.

=Runningvalue(Fields!FieldName.Value,countdistinct,”Dataset1″)

Enum value to Table Insertion Dynamics Ax 2012 R3, D365 for operations

June 23, 2017 by alirazazaidi

Let me share you a small tip, During customization We extend out of box Enum for classification. Later client requirement is extensive usage of new Values for classification. For adding new values in enum results dependency on technical person . So we did customization and provide form and custom table so he can create number of values as he want. But now next challenge was, copy enum values and labels in Custom table, So He can use these value instead create again. I used following code snippet to copy data from Enum and insert into Custom table. Hopes this helps.

EnumId   enumId   = enumNum(LedgerPostingType);

DictEnum dictEnum = new DictEnum(enumId);

int      _NoOfValueInEnum = dictEnum.values();

int      counter;

CustomTable  _header;

delete_from _header;

for(counter = 0; counter < _NoOfValueInEnum; counter ++)

{

_header.ReportHeaderCode = dictEnum.index2Label(counter);

_header.Description = dictEnum.index2Label(counter);

_header.SortOrder=0;

_header.EnumValue = dictEnum.index2Value(counter);

_header.insert();

 

}

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