For creating new exchange rate type click on top menu and click on ledger.
From detail menu click on Exchange Rate Type
Click on new button from exchange rate types list page
Enter PkR and detail about it and click on save.
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Currency Exchange rate Type in Dynamics Ax (Aka AX 7)
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Exploring Currency Exchange Rate in New Dynamics Ax.
Suppose we need exchange rate from In Dynamics AX, For example dollar to Pakistani Rupee exchange rate.
We can do this in three steps
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X++: Create a list of child classes or find extended methods
Jet another small X++ job: This job shows a list of child classes per parent class.
If you want so see the parent-child relationship in AX2012, the best way is to Right click on the class > Add-ons...(read more)![]()
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Dynamics AX Performance Improvement Best Practices Series (Part 1/3)
SQL Server Configuration In the first part, I will cover SQL server configuration settings that will be helpful in improving the performance of whole AX environment or of a particular module. I am presenting these points in more concise way and in tabular form. Server… Read More»![]()
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Recovering from a Failed ERP Implementation
It’s no secret that ERP implementations fail. In fact, Gartner Research estimates that between 55 to 75 percent of all ERP implementation projects fail. Even if you think that the latter number is a bit high, the thought that over half of these projects may be considered a failure is quite frightening. Not only that, but it is something that you may find yourself having to recover from.
We have talked quite a bit about steps you can take to help prevent your implementation project from failing, but what if you are one of those who are looking around knowing that your ERP solution isn’t working for you? If your organization has come to terms with the fact that you are dealing with a failed implementation, then its time to start planning a comeback. The following steps will get you started on the road to recovery.
Take a long, hard look at your software
Many times, a failed ERP project can be traced back to the software itself. More specifically, the fact that the software you chose wasn’t a good fit for your organization. The recovery team should meet with the team that chose the failed solution so that they can get a perspective on why this particular option was the one purchased. Maybe its just that you need to purchase additional modules or have some customization work done. On the other end of the spectrum, if may be that the software is the wrong choice for a company in your industry or of your size.
Revisit the training program
Take the time to talk to the people using the software to see if they feel that they were adequately trained on how to use the solution in real world situations. Often times, training sessions cover how to do tasks in pristine test environments. If end users don’t know how to react when real world issues arise, then they are certainly going to see this as a failure.
Reexamine your expectations
One common cause of failure is that there are unrealistic expectations set from the beginning. Maybe the features of a more expensive solution are wanted or needed but the budget won’t allow for that application. Another common problem is wanting an implementation to take less time than is actually needed so adequate testing and training is not scheduled into the project plan. In any event, take the time to see if you are setting your solution up for failure by mismanaging expectations from the very beginning.
Get the right team in place
If your project has failed, then make sure your recovery team is both knowledgeable about the solution you are implementing; but also make sure that they are accepting of any changes that are taking place. You don’t want your project to slow down because people are learning on the fly or because they are resisting the change that is taking place.
Failed ERP implementations are costly, however, you lose more by not fixing what is broken. If you find yourself in the position of having to recover from a failed project, make sure to reach out to the right people to get things back on track as quickly as possible.
The post Recovering from a Failed ERP Implementation appeared first on Merit Solutions.
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AlwaysOn – R2 and R3 Kernel Fixes – Handle SQL Server AlwaysOn AG failovers more transparently and gracefully
We’ve recently released some kernel fixes that improve how Microsoft Dynamics AX 2012 R2 and R3 handle SQL Server AlwaysOn AG failovers.
The R3 version of this fix is visible on LCS here:
LCS | AX 2012 R3 Kernel Fix KB3159596 | Handle SQL Server AlwaysOn AG failovers more transparently and gracefully
https://fix.lcs.dynamics.com/Issue/Resolved?kb=3159596
For AX 2012 R3, you need to be on a kernel that is >=6.3.3000.3972
For AX 2012 R2, you need to be running a kernel that is >=6.2.3000.1684
You can download the latest kernels from LCS here:
https://lcs.dynamics.com/latestKernel/
Alternatively, you can check the kernels that are available on this overview page:
Please see this link for further details on kernel patching:
https://blogs.msdn.microsoft.com/axsupport/2014/12/10/faq-microsoft-dynamics-ax-kernel-hotfixes/
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Timing is Everything: Two Reasons the Month of June is the Best Time to Buy a Dynamics Solution!
- The first reason is common for any tech company. Every person in sales has one specific date on their mind; it is the end of the year. Well, Microsoft sales teams are no different. However unlike traditional tech companies Microsoft has year end on 6/31. What this means for buyers is that Microsoft will do anything in their power to close the deal by the end of this month. Just looking at Microsoft’s current promotions it is easy to see they have a common goal. I was recently working on an opportunity where I told my Microsoft Rep that I could possibly close the deal by 6/31 if I had a bit more leverage on price. Prior to this month I was able to get the 17% discount on licensing. It wasn’t until this month that I was offered a discount of 25%. When dealing with big license deals these savings can be huge.
If you are currently in the midst of a buying decision and would like a VAR to help you drive down the price, please contact: Colby.watkins@calsoft.com
- The second reason the month of June is the best time to buy is because of the average time it takes to install an ERP system. Ideally most companies would like to go live at the start of their fiscal year 1/1. Well with a 6 month buffer this can ensure you are ready to go live at the turn of the New Year and your goals can be met.
If you are looking for a VAR who has constantly come in under budget and on schedule please contact Colby.watkins@calsoft.com
by Calsoft Systems
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DAXDUtil – Table2Form project released
{‘greetings’:’Hello!’, ‘be_positive’:’hope you are doing well’}
A functional version of Table2Form project was been released in DAXDUtil repository.
To use it, you can follow this simplified tutorial.
This version might has some bugs and can be improved. Do not hesitate to contribute or contact me.
{‘be_grateful’:’Thanks!’, ‘apologize’:’Sorry my bad english’}
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Which to attend: AXUG or Ignite?
As you may recall, back in January Microsoft announced that the long-running Convergence event would no longer be held in any capacity. Instead, the content would be split by two new events: Envision and Ignite.
In our breakdown of which event you should attend there was a pretty clear division between Envision and Ignite. Envision was styled after TED conferences with discussions around visionary content whereas Ignite is billed as a highly technical conference with a wide variety of immersive learning experiences. While both offered very different, valuable experiences it still begged the question, where did AXUG Summit fit into this picture?
Well, now we know! Initial reports suggested that the functional content once found at Convergence would end up at Ignite. However, with the recent publication of the Ignite session catalog we now know that is not the case. Out of the 470+ sessions offered at Ignite, as of this posting there are only 9 about Dynamics AX.
The good news is that the functional content is not going away. It’s just being moved to AXUG summit. Janet Lampert, President and COO of Dynamics Communities Inc, recently published a blog announcing an expanded partnership with Microsoft. While Microsoft had always been a part of Summit, there will now be an additional day added to the event to allow for Microsoft-led sessions.
To recap: while we strongly recommend spending your travel budget to head to Tampa, Ignite is still a reasonable choice for IT professionals looking to learn more about the entire Microsoft family.
AXUG Summit 2016
When & Where: October 11-14, 2016 | Tampa, FL
Who: All Dynamics AX users
Go if….
You want to learn about particular features or functions in Dynamics AX
You enjoy networking with other Dynamics AX users
You want to find out more about the Dynamics AX roadmap
You are day-to-day user of Dynamics AX and don’t need to get into the technical aspects of the solution
Stay home if…
Actually, we can’t think of a reason to stay home!
Our take: Although Microsoft has always been involved in Summit, this year they have announced a much more active, visible role in the event. And while initial reports suggested that the functional content once found at Convergence would end up at Ignite, it seems like Microsoft has decided to put those resources towards AXUG instead.
Think AXUG is right for you? REGISTER HERE
Microsoft Ignite
When & Where: September 26-30, 2016 | Atlanta, GA
Who: “IT Professionals”
Go if….
You are interested in learning more about a wide variety of Microsoft products
You’re looking for a hands-on experience
You’d like to prep for Microsoft certification exams
You’re interested in seeing lots of demos and ‘how-tos’ straight from the source
Stay home if…
You’re looking for in-depth Dynamics AX only content
You’re not an everyday user of Microsoft technology
Big crowds aren’t your thing
Our take: This event is for folks who want to be hands-on and in the nitty gritty of everything Microsoft has to offer--not just the Dynamics family. Based on the session list , you may be better off attending if you are interested in learning about anything except Dynamics AX! However, if you think this is still the conference for you or someone on your team, you better act fast! At last report there were over 18,000 registered attendees and hotels within the Ignite block are all but sold out.
Think Ignite is right for you? REGISTER HERE
Sunrise Technologies will be at both events so make sure you stop by and say hello:
Ignite Booth: TBD
AXUG Summit Booth: 616
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Announcement: We are hiring!
We are hiring Microsoft Dynamics AX software engineers @ Microsoft Lyngby in Denmark (Supply Chain Management Center of Excellence).
Microsoft Lyngby
Want to work for one of the largest software companies in the world?
We have a number of positions open for the Dynamics AX team, ranging from senior positions for people with multiple years of industry experience to those just beginning the![]()
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retrieve BaseEnum value through code in AX.
static void FetchEnumValue(Args _args)
{
DictEnum denum;
int i;
denum=new DictEnum(enumName2Id(“ABC”));
for(i=0;i<denum.values();i++)
{
info(strfmt(“%1 %2”,denum.index2Label...(read more)![]()
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New Dynamics AX – Pimp up your form-letters with document branding
The New Dynamics AX never stops to surprise me, and every day I find new possibilities and solutions. Microsoft have made available a new set of form letters, like purchase order, sales confirmation, invoice etc, and installing them is optional. What is new is that they are much nice and modern, but they are missing country specific requirements. Microsoft is calling them “Modern reports”, and you can read about them here.
But the main topic of this blog is about how to pimp-up your form letters, with document branding. The following report is the Purchase order in modern design, and where I have added a logo and some colors.
The menu item for controlling this is found under Organization à Setup à Document branding
We have the following menu items;
Document brands, is just the identifier, like company ID etc.
Document images is a container for logoes etc,
The Brand details is where we can override per formletter and design, and select colors, and override addresses and contact information.
I expect Microsoft have much more coming, so stay tuned J
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Do you need Life Sciences Industry-Specific ERP?
It goes without saying that every business that intends to grow needs an ERP system that provides a framework for business processes and insight into costs, results and performance. For companies in some industries, almost any ERP system will probably work fine. But because of the highly regulated nature of their industry, Life Sciences companies have special requirements they need to consider when selecting an ERP system.
Too often, Life Sciences companies don’t realize that not all ERP systems are the same. Companies in this industry need an ERP solution that meets all their unique business needs and that can also help them to reduce the risk of non-compliance. At a minimum, an ERP system in Life Sciences should have strong support for crucial industry specific needs that allow the company to meet its regulatory compliance obligation without adding burdensome manual processes and unnecessary costs.
Life Science companies need a partner who understands the industry and can help them develop efficient processes built on best practices while staying compliant. One who understands the intricacies of the FDA and other regulatory requirements and is aware of the devastating penalties for non-compliance. The benefits of working with a partner who understands the industry can’t be overstated.
By helping to ensure and enforce compliance, Life Sciences ERP provides a simple solution to a pressing problem. It can take the stress out of tracking, tracing, recalls and managing quality without adding undue burden on day-to-day transaction processing.
Built in business insight enables rapid decisions based on facts, not guesswork. This helps Life Sciences companies make the right choices in real time, helping to save money and speed time to market. In a competitive industry such as Life Sciences, time to market can make or break a company. Early entrants often go on to become the industry standard, while late arrivals never enjoy a strong market position, even in cases where the product is actually superior.
If your Life Sciences company is searching for a new ERP solution, don’t be fooled by ERP companies who claim to understand your industry. Look for industry leaders that offer validation ready, on-premise or cloud environment that helps you jumpstart your FDA certification while conserving capital for important R&D projects. Find a solution that is scalable, extensible and ready for Life Sciences specific business needs.
You shouldn’t have to compromise on your ERP solution. You need it all – from track and trace through quality management and document management to global supply chain visibility.
The post Do you need Life Sciences Industry-Specific ERP? appeared first on Merit Solutions.
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Microsoft Dynamics AX + Document Management = Maximum Efficiency
You want your organization to function as efficiently as possible, and your Microsoft Dynamics AX solution has been a great asset. You have probably experienced gains in productivity by streamlining your financial processes, but have you noticed that you still have stacks of paperwork adding up and inhibiting your efficiency?
A document management solution that integrates with your AX solution can increase the productivity of your team. Here’s how a document management solution can enhance your Microsoft Dynamics AX solution and help you maximize efficiency at your large enterprise:
Automated workflow: When staff needs to try to remember which department documents need to go to and how they need to be filed or indexed, it often means that they will have to spend hours searching for them when they need them next. Automated workflow with document management, like MetaViewer, auto classifies, identifies and extracts transactional data. It can also facilitate checks with your ERP system to make sure data is accurate.
Elimination of manual data entry: Manual data entry is time consuming, inaccurate and – let’s be honest – boring. But everyone loves tediously keying information into a spreadsheet day after day, right? Wrong. A document management solution captures invoices and other documents, both in electronic and paper format, and extracts information automatically. This means that you don’t have to spend hours of your valuable time setting up vendor profiles and entering information by-hand.
Real-time visibility: Executives are busy people and don’t have the time to pull up and print reports. A document management system saves time by providing real-time visibility into financial processes by providing a view of the entire AP process through dashboards and charts.
Fewer mistakes: A paperless document management solution helps you cut down on errors that can lead to unnecessary financial losses and stress. Records are stored on a secure network, meticulously organized and are stored in plain text so you don’t have to read somebody’s chicken scratch. This helps eliminate errors caused by misreading poor handwriting. A document management solution collects and stores invoices electronically. That means no more data entry on your end, and with less manual data entry comes fewer mistakes.
Integration with ERP software: You’ve already made a large investment in a Microsoft Dynamics AX solution to streamline your business processes; adding an AP automation solution further enhances your investment by updating the Microsoft Dynamics AX database with invoice line-item details and correct GL coding information. An AP automation solution can also use information already found in your AX database to index newly scanned documents.
Don't feel like you're getting all the efficiency gains that you can from your Microsoft Dynamics AX solution yet? It may be time to automate and go fully paperless with document management!
by MetaViewer, Paperless ERP for Microsoft Dynamics
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Microsoft Dynamics AX : Value and Solver value in Product Configuration Model
Hi,
I came across the requirement where i need to fetch the ‘value’ of the corresponding ‘solver value’ for a particular AttributeType which is user entered and not easy to fetch...(read more)![]()
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Microsoft dynamics Ax : Retreive Name using AOT View syscomputedColumns
Recently I was working requirement where i need to fetch the ‘Requisitioner’ name that actually request the Purchase requisition, which is basically a display method on the PurchReqLine table...(read more)![]()
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Tutorial: Moving inventory out of a location to complete a put away inbound operation
Introduction
As some of you have probably already read in this blog post, we have recently made some improvements for the inbound flow in Warehouse management, and I wanted to do a quick recording demoing an example which uses some of these capabilities.
For some additional information about the different types of movement flows currently supported please follow to another blog post we've![]()
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IAMCP Announces Tridea Partners as a Finalist in the 2016 Global Partner-to-Partner Awards Program
International Association of Microsoft Channel Partners Celebrates Tridea Partners as a Finalist in the 2016 IAMCP Member Awards Program. Winners and Runners-Up to be announced at the Microsoft Worldwide Partner Conference in Toronto on July 11th.
REDMOND, Wash. – June 10, 2016 – The International Association of Microsoft Channel Partners is delighted to recognize Tridea Partners as one of the top partners in the IAMCP global community for achieving excellence in partner-to-partner (P2P) solutions that drive customer value.
“We have been overwhelmed at the quality of the submissions this year,” said award committee chairperson and former IAMCP President, Gail Mercer-MacKay. “Our partners are not only innovating; they are delivering unparalleled value by working together to create solutions that drive positive business outcomes.”
“Tridea Partners is honored and thrilled to be recognized for our extensive work in partner to partner activities and solutions”, stated Andy Collins, Partner at Tridea Partners. “Our Tridea Partners team members have worked with dozens of Microsoft Partners across the US, starting from our headquarters’ team in Solana Beach, California and many Microsoft partners in the Southern California area. We also have an office in Irvine, California and began working with partners via the IAMCP-SoCal chapter where Eric Klauss from our team is the current chapter Vice President. Most recently we’ve continued our growth by expanding to Boston, Massachusetts where Sandra Knight from Tridea is actively engaged with the IAMCP-Boston, Women in Technology team.”
This award nomination solution has focused on Tridea Partners partnership with the outstanding Microsoft Dynamics CRM team at XRM3 with Ken Farmer and Mark Abes. Mark is the Past President of IAMCP-San Diego. XRM3 and Tridea Partners have worked together many times over the years on combined Dynamics CRM & Dynamics ERP opportunities. Tridea has leveraged XRM3 to augment our own CRM expertise. Recently both teams did a joint webinar and are currently working several active sales opportunities, as well as working with many mutual clients together.
About IAMCP
The International Association of Microsoft Channel Partners (IAMCP) is the leading independent global organization for business networking in the Microsoft partner eco-system with 100+ chapters in over 40 countries around the world. IAMCP members represent the trusted, independent voice of the Microsoft partner community.
Microsoft Partners that are part of the IAMCP community typically enjoy significantly higher revenues and higher margins than their counterparts outside of the community. Members benefit from P2P relationships with other trusted members to generate these higher margins and deliver exceptional solutions and services to their customers. http://www.iamcp.org
The IAMCP Member Awards Program
Launched in 2015, the IAMCP Awards Program is designed to encourage and recognize Association members for the outstanding, innovative and creative products and services they deliver through trusted P2P and channel relationships. Winners and finalists benefit from increased recognition through press and social media. The winners will be announced at a special ceremony to be held during the Microsoft Worldwide Partner Conference 2016 (WPC), which this year is being held in Toronto, Ontario, Canada.
by Tridea Partners
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AX 2012. SysEmailDistributor does not send emails to multiply recipients.
We have a couple of modifications that use SysEmailTable::sendMail() to send emails and found that if you pass multiple recipients into _emailAddr parameter AX will send email only to last recipient....(read more)![]()
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Cross-Company Data Sharing
With Update 1 for RTW there is new feature available which users in multicompany environements will like. It is called cross-compnay data sharing whatever we expect it hears good in cases of shared data...(read more)![]()
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