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MRP Walkthrough

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Confusion about the master planning module in Dynamics AX is common among customers both new and old.  Whether you’re currently implementing or have been running MRP for a long time, sometimes a...(read more)

Workflow stopped Error after submission for approval in Ax 2012

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Problem.

I faced this error Workflow stopped Error after submission for approval in Ax 2012.

The items are Purchased, Received or Registered. Quantity ordered cannot be reduced because there are not enough open stock transactions with the ordered status.

Observation

My observation is as below

When I am create new Purchase order and purchase order is in invoiced status but 2 qty is in cancel mode then purchase order getting approved but for old order its give above error.

After investigation on google and other sites I did not get anything so finally I did approved workflow from back end activity.

I hope some people who is smart they will give answer to me on this query.

After some days I get same error again then I assigned admin rights to approval user then its getting approved.

Free Electronic Batch Records Demo Webinar – March 8th

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Register now and join Merit Solutions and Ultra Consultants on Tuesday, March 8 at 1:00pm CST for a free Electronic Batch Records demo webinar.

During this webinar we will discuss:

  • Introduction to Electronic Batch Records (and Device History Records)
  • Benefits of Electronic Batch Records systems
  • And an Electronic Batch Record demo of functionality in MAXLife.

We hope you can join us for this free webinar!

Electronic Batch Records
Tuesday, March 8th, 2016
1:00pm – 2:00pm CST
Presented by: Merit Solutions and Ultra Consultants

Register Now

The post Free Electronic Batch Records Demo Webinar – March 8th appeared first on Merit Solutions.

Using var in X++

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As you may have noticed, you now have the possibility of using var declarations in X++. These declarations have the form: var value = 2; var fruitName = "Banana"; In other words, the compiler...(read more)

Configure your personal Microsoft Dynamics AX

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In this post, I will show how to configure your personal Microsoft Dynamics AX system through personalization. Following screenshot shows the default dashboard: To do the personalization, Right click on...(read more)

AX7 – My top 12 highlights

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I onboarded the AX7 technical conference this week with the impression that AX7 was ‘just’ a new UI exposing AX2012R3CU9 code on a new platform with some adjustments to ‘make it work’ on the new Azure...(read more)

What is New in Business Intelligence in the New Microsoft Dynamics AX (Aka AX 7)

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Microsoft Dynamics AX ERP has evolved over several versions starting from AX 2.5, AX 3.0, AX 4.0, AX 2009, AX 2012 and all the way through the New Dynamics AX (Aka AX 7). In each of these versions, this ERP from Microsoft , has undergone several changes and enhancements in terms of architecture, technology, depth of functionality and support for industry verticals etc. The journey from the Client only AX 3.0 version to the fully web enabled version (The New Dynamics AX) has been phenomenal.

As the technology behind the application kept on evolving, so did the Business Intelligence (Analytics) framework for each of these mentioned versions.

In this post, we will discuss a little bit on the evolution of Analytics/Business intelligence framework in Microsoft Dynamics AX and we will also discuss about what are the various Analytics options we have in the most recent release, which is the New Dynamics AX.

The picture below shows a quick snapshot of the evolution of analytics framework in Dynamics AX.

image.png

In the initial releases with version 4.0, the concept of “Perspectives” was introduced which basically presented the ERP data schema to the end uses in a format, that they can use to build analytics. In AX 4.0 the SMDL Model along with the SQL Report builder was primarily used for business analytics building.

Then in AX 2009, Microsoft introduced the SQL Server Analysis services, which basically had the SSAS Projects/ CUBE Projects built for all the major areas of the ERP applications. These CUBES were then utilized to show data on the various pre-built dashboards on the role center pages. In AX 2009 you could also use Microsoft Excel to connect to the SSAS server and then build your own analytics.

In AX 2012, the SSAS Cubes framework was taken a step forward and Microsoft basically used the same technology and concepts, but developed several additional dashboards for the various role centers that were shipped out of the box. One of the major enhancements to the analytics framework in AX 2012 was done by introduction of Power View. Using Power View, you could simply leverage the analysis cubes and build dashboards, graphs, charts, tables, bars and any sort of analytics you wanted.

In the New Microsoft Dynamics AX (Aka AX 7) the analytics framework has evolved further and much better. In the new Dynamics AX, analytics can be primarily of 2 types.

  1. Real time built-in analytics on the workspaces
  2. Power BI analytics and integration with Dynamics AX.

1. Real time built-in analytics in the Work spaces:

Starting with AX 2009 till AX 2012 R3 release, most of the out-of-the-box analytics were contained in the Role center pages, which was basically the Home/landing page for the users when they launch AX client or Enterprise portal. In the new Dynamics AX, you will see something called as the “Workspaces”. You could compare workspaces with role centers, but the work spaces are designed keeping in mind a more process oriented approach.

  • The built-in analytics comes out of the box , as part of standard AX across various workspaces covering all major modules.
  • You can customize these further and create your own analytics in any of the workspaces.
  • One of the examples of such analytics is present under the Cost Administration workspaces. You can find these across all major business areas in the new Dynamics AX.

Cost Admin Dashboard

  • You can furhter click on the analytics to drill down on data right from the analytics and research the data further.

Drill Down.jpg

  • You also have additional option of presenting the data on the analytics by different parameters. For example you can view Top 10 Production variances by Production order number or By Produced Item Name.

Dashboard Options.jpg

  • Below screenshot shows all other workspaces that are available out of the box in the new dynamics AX which has built in real time analytics built-in.

Other Workspaces

2. Power BI and integration with Dynamics AX:

The second (and I think the most powerful and hopefully will be widely used too) analytics option in the new Dynamics AX is, the integration with Power BI, which is Microsoft’s business intelligence platform.  Below are some of the key highlights of the integration of Power BI and new Dynamics AX.

  • You can use Power BI Online to build complex data analytics from your Dynamics AX database. Using Power BI online, you can also connect to Azure SQL Server data base and build your content packs and  publish them with required permissions.

PBI Online

  • You can use Power BI Desktop app and also mobile apps to connect SQL server database of your Dynamics AX application and then build any analytics. For example, the screenshot below shows a simple analytics of sales by customer groups. I have built this using the CustInvoiceJour table. You can use the advanced reporting options of PowerBI to build complex queries and joins.

PBI Desktop 1

PBI Desktop 2

  • After creating analytics in Power BI Desktop, you can publish them into the Content packs in Power BI online.

PBI Desktop 3

  • Once you have your content packs are ready, you can Add power Bi analytics as tiles onto the workspaces in the new Dynamics AX.

    Pin Tiles to AX

    Auth PBI to AX

 

  • With the RTW release of the new Dynamics AX that was released during the Technical Conference (Feb 23rd to Feb 25th), Microsoft has released a few Pre-built Power BI Content packs for Dynamics AX (Primarily around Retail and Finance areas) that customers and partners can leverage for reporting. Partners can also build their own Content Packs as their intellectual properties, and make them available for consumption by customers. To access the Pre-built content packs provided by Microsoft for the RTW release of new dynamics AX, Sign in into your Power BI online account, Or launch Power BI desktop app.

PreBuilt Content Packs

Well friends, I think this was a long post !!!! Smile

Note that this was NOT a Power BI specific blog post. I just wanted to highlight the key business intelligence options we have available in the New Dynamics AX and a very brief on Power BI looks to be treated as a first class citizen inside the new Dynamics AX. Stay tuned for future posts more on How to build analytics for Dynamics AX using PowerBI and how to consume Content packs published by Microsoft or other partners.

Till then….Have a great time !!

Regards,

Sandeep

 


The new Dynamics AX (aka AX 7) RTW vm component now available for download


Export to Excel in Microsoft Dynamics AX RTW

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In this post I will show, Export to Excel option in Microsoft Dynamics AX RTW. This option is for static export of the data in Excel file. I will take the example of all customers. Navigate to All customers...(read more)

What's new in the Dynamics AX user experience - Feb 2016

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This is an excellent Office Mix on the latest news about the UI in the new Microsoft Dynamics AX:

Export/Import data in Microsoft Dynamics AX RTW using Excel data connector

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In my last post I coved Static export to Excel. In this post I will show you Dynamic Export to Excel, Similar to Excel add ins in AX 2012. In this type of Excel, you can do the CRUD operations in Excel...(read more)

Extension capabilities of AX 7 RTW – Data Entity

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In this post, I will cover the extension capabilities of Data entity. There is only one example in Data entity extension in AX 7 RTW out of box. SystemParametersEntity.EntityExtension: To demonstrate all...(read more)

More on item safety stock in AX 2012

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Regular readers of this blog (hello you two) will know that I’ve got a bit of a bee in my bonnet about Dynamics AX Master planning, and safety stock / re-order point in particular. You’ll also...(read more)

Killing Me Softly With Task Guides

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Over the past few years, I’ve been trying to help users with simple guides for doing the most common tasks in AX 2012. With the release of the new Dynamics AX (aka AX 7), a brand new task recorder feature set has been released. Task recorders now manifest as in-product help called Task guides.

Task guides are an amazing piece of technology and engineering. The whole experience is awesome for helping to train users and help them remember how to execute functions in Dynamics AX. For me it means the style of books I used to write is no longer needed; it’s time to find a new angle.

Creating a new task recording

Click on Settings (gear icon) > Task recorder.2016-02-28_18-05-57

Create a new recording.
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Give the recording a name and description. Click OK.
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Step through the process in AX. Each step will show up in the Task recorder window.
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Each step will have default text, but the text can be modified by clicking on the edit icon.
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When finished with the recording, click on the Stop button.
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Save the Task recording. The best option is to save to LCS (I’ll be blogging more about LCS in the future), but for purposes of this example Save to this PC.
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Playing the Task guide

Click on Settings (gear icon) > Task recorder.
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Play recording as guide to step through each step in Dynamics AX.
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Open the Task guide from this PCBrowse for the task recording file. Click on Open task guide then Start task guide.
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Now the cool part! AX will point exactly where to click for each step, and display and additional instructions supplied while recording the guide.
2016-02-28_18-57-20


Tips to resolve issues of adding new data sources in list pages

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Dear Friends, As we all know, to include new fields in a list page, we need to work in the queries (at times adding a new data source, specifying the proper joins and relations) and also may need to work...(read more)

Cloud Options for Microsoft Dynamics AX: What You Need to Know

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Many of today's most popular ERP and CRM software applications are now available as a cloud product in some form.  For many business consumers, cloud is really the only desired option when considering a new software solution.  Unfortunately, not ...read more

Export Elements Tools V1.06

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This Class is made to Export all or most recent changes to element in Dynamics AX. The Class runs through UtilElements and selects records based on Current User, modifiedDateTime and createdDateTime and...(read more)

Which account should I use to login to LCS?

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Sometimes users have issues connecting to LifeCycle Services (LCS) (https://lcs.dynamics.com), getting error like:

Sorry but we are having trouble with signing you in
We’re receiving bad request

or something similar

Since LCS refers to several billing data hosted in PartnerSource/CustomerSource, the correct account to login to LCS is the same Microsoft Account (formerly LiveID account) that you have previously associated to your registration on PartnerSource (or CustomerSource in case you are a final customer).
NOTE: At the moment, LCS does not support yet login with the Office365 account.

The first step is to try to connect to PartnerSource (or CustomerSource) to be sure you are using the correct account.
If you cannot connect to PartnerSource, you need to contact your Administrator, the person in your organization who has the Admin role to manage account on PartnerSource, or contact IT MBS Support (itmbssup@microsoft.com).
NOTE: Dynamics AX Support engineers cannot modify any data on PartnerSource; so you need to refer to the dedicated support IT MBS Support.

Once you know which is the correct account, use this account to connect to LCS https://lcs.dynamics.com.

If you still have issues, please follow the steps below using the InPrivate browsing mode to avoid using browser cache.

  1. Close all browser sessions that you currently have open
  2. Open a new browser session using InPrivate mode with Internet Explorer or Incognito mode using Chrome.
  3. Go to http://lcs.dynamics.com
    and press the green Sign In button
    Make sure that it does not attempt to automatically sign you in at this time (using InPrivate/Incognito should prevent this)
  4. If the login page is asking you to Sign in with your Work or school account, or personal Microsoft account,
    (WRONG Login to connect to LCS)
    click on the link that says Sign in with a Microsoft account places below the “Sign In” button
  5. Sign in with the Microsoft account ID that you linked to your PartnerSource/CustomerSource contact.
    (CORRECT Login to connect to LCS )

     

     

WRONG Login to connect to LCS
(for AX 2012)  

CORRECT Login to connect to LCS
(for AX 2012)  


  


  

 

If it is still not working, please open a new support request from PartnerSource/CustomerSource.
(https://mbs2.microsoft.com/support/newstart.aspx)

System parameters in new Microsoft Dynamics AX RTW

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In this post, I will cover General system parameters in AX RTW. Navigate to system parameter via System administrator workspace. Form looks like below: In general tab it has following system parameters...(read more)

URL-Parameter und -Werte

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Das neue Microsoft Dynamics AX läuft ja bekanntlich (u. a.) im Browser und Teile der Navigation in der Benutzeroberfläche werden über URL-Parameter realisiert. Nachdem ich bislang keine Liste dieser in...(read more)
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