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↧

Pointing existing R3 eCommerce to a different CRT DB

July 18, 2014, 11:33 am
≫ Next: Performance Resource Page for Microsoft Dynamics AX
≪ Previous: Error when using production scheduling
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R3 is shipped with set of SDK tools which can help achieve the goal by avoiding making SQL changes or building an application to modify RetailPublishingJob config. If you have not deployed the SDK yet please do so now, the SDK can be found on the CD in the Msi\RetailSDK\RetailSDK.msi

It should be deployed by leveraging this command:

msiexec /i RetailSDK.msi directexecute=1

Once the SDK is deployed you will find its files in your Documents\Retail SDK, navigate there and open in Visual Studio the solution Online Channel\Tools\Tools.sln then build PublishingConfig project and run it

 

The section "CRT Initialization", can be found at top left corner, is what you need, make necessary changes and then click "Save" button. This completes Retail Publishing Job changes, in addition you will need to change Publishing Portal configuration by manually editing web.config file, please find details in the 2nd bullet in previous post - Pointing existing R2 eCommerce to a different CRT DB . Note that you can also use the same way of modifying the job's configuration as described in the post for R2 but in R3, with help of the utility, it just can be done simpler.

↧
Search

Performance Resource Page for Microsoft Dynamics AX

July 18, 2014, 2:36 pm
≫ Next: Hot off the Press: AXUG Q2/Q3 2014 Magazine
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This page provides a centralized location to help you find code analysis best practices and tools, SQL Server configuration recommendations, monitoring resources and tools, benchmarks and benchmarking tools for Microsoft Dynamics AX 2012.

It contains the following sections:

  • Code analysis best practices and tools
  • SQL Server configuration recommendations
  • Monitoring Resources
  • Monitoring Tools
  • Benchmarks
  • Benchmark SDK
  • Blogs

Code analysis best practices and tools

Customization best practices white paper 

Lifecycle Services Customization analysis

An automated tool that validates the customer’s model files against Microsoft Dynamics AX best-practice rules for tables, classes, forms, and enums. It then generates reports, including a summary report display on the site, a detailed Microsoft Excel report that lists all issues, and a developer report that the developer can load in the Microsoft Dynamics AX development environment.

For more information, see: Customization analysis

Lifecycle Services Upgrade analysis

A tool that helps users plan a full-version upgrade to Microsoft Dynamics AX 2012 from Microsoft Dynamics AX 4.0 or Microsoft Dynamics AX 2009, or a minor version or in-place upgrades from one version of AX 2012 to another.

For more information, see: Upgrade analysis

SQL Server configuration

Configure SQL Server and storage settings

SQL Server topology recommendations for availability and performance 

Monitoring Resources

Tools for monitoring performance

Performance Data Collection and Analysis Process

Plan for performance optimization and testing‎ 

Optimize performance‎ 

Tips to improve Enterprise Portal and Role Center Performance

Set up Performance Monitor counters

Manage AOS performance and availability

Monitoring and Analysis Tools

Performance Monitor

Performance Monitor is the basic tool for obtaining an overview of performance. You can review the CPU, disk, and memory counters to find performance issues. For more information, see:

Set up Performance Monitor counters

Collect AX 2012 event traces with Windows Performance Monitor

Trace Parser

Microsoft Dynamics AX Trace Parser consolidates information from multiple sources, such as remote procedure calls (RPCs) and Microsoft SQL Server, to provide an integrated view of application performance at run time. For more information, see:

Install the Trace Parser

Tracing Cockpit Form

Walk through major features of Microsoft Dynamics AX 2012 Trace Parser (Part 1)

Walk through major features of Microsoft Dynamics AX 2012 Trace Parser (Part 2)

Performance analyzer (DynamicsPerf)

DynamicsPerf can be used to collect information from Microsoft Dynamics AX and Microsoft SQL Server. It consists of a database and a collection of scripts that are used to collect information from SQL Server and Microsoft Dynamics AX. Based on this information, you can find issues such as expensive queries, locking/blocking, and, after you gain some experience, inefficient code or business processes. For more information, see:

http://Dynamicsperf.codeplex.com

Setting up Performance Analyzer for Microsoft Dynamics

Systems Center Operations Manager Management Packs

The Management Pack for Microsoft Dynamics AX 2012 can be used to monitor your core system. It can automatically discover the servers in your environment, monitor server availability, and find setup best practice violations. For more information, see: System Center Monitoring Pack for Microsoft Dynamics AX 2012

The Management Pack for Microsoft Dynamics AX Retail 2012 R3automatically discovers the Retail components in your environment, and monitors the configuration and availability of those components. It provides early warnings that an operator can use to proactively identify issues that can affect the availability of the Microsoft Dynamics AX Retail system. For more information, see: System Center Management Pack for Microsoft Dynamics AX Retail 2012 R3

Lifecycle Services System diagnostic service

The System diagnostic service helps administrators monitor and understand the health of one or more Microsoft Dynamics AX environments. It can be configured to: discover on-premises Microsoft Dynamics AX environments, collect data from the environments that were discovered, run rules on the collected data, report rule violations on a dashboard, and provide reports. For more information, see: System diagnostic service

Microsoft Visual Studio Profiling Tools

The Visual Studio Profiling Tools help you identify performance issues in source code and compare the performance of possible solutions. For more information, see:

Microsoft Visual Studio Profiling Tools

Find Application Bottlenecks with Visual Studio Profiler

Beginners Guide to Performance Profiling

Benchmarks

Microsoft Dynamics AX 2012 Day in the Life Benchmark

Enterprise Portal Benchmark for Microsoft Dynamics AX 2012

High Volume Inventory Benchmark for Microsoft Dynamics AX 2012 in a Retail Environment

Hyper-V Benchmark for Microsoft Dynamics AX 2012

Retail Benchmark for Microsoft Dynamics AX 2012 Feature Pack

Retail Benchmark for Microsoft Dynamics AX 2012 R2

Performance Benchmark Software Development Toolkit (SDK)

The Benchmark SDK provides partners and customers with extensible features to develop benchmarks that closely mimic their custom implementation. The Benchmark SDK lets partners and customers quickly develop managed tests that simulate multiple-user activity on Microsoft Dynamics AX. The Benchmark SDK is available for download from InformationSource.

Blogs

Dynamics Ax Performance Team Blog

Dynamics AX in the Field

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↧

Hot off the Press: AXUG Q2/Q3 2014 Magazine

July 22, 2014, 10:48 am
≫ Next: Error when trying to enter an absence registration
≪ Previous: Performance Resource Page for Microsoft Dynamics AX
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 We’re very excited to have released the AXUG Q2/Q3 2014 Magazine. Check your mailbox if you haven’t gotten yours yet!

This edition features:
- The importance of enterprise risk management in our ever changing technology environment
- How to update your pricing journals through Excel
- Tips to help plan for a successful business transformation
- Ways to successfully cope with change
- 10 ½ tips for making more connections
- Understanding Microsoft Dynamics Lifecycle Services
- Spicing up the Food & Beverage Industry
- One-on-one with Microsoft’s Pepijn Richter

If you haven't received your edition or just prefer to read it electronically, check it out here. You can also access past editions here.

AXUG Premium Members receive hard copies of the AXUG Magazine.

↧

Error when trying to enter an absence registration

July 22, 2014, 7:27 pm
≫ Next: AXUG Academy Training | Oct 13-14 - St. Louis, MO
≪ Previous: Hot off the Press: AXUG Q2/Q3 2014 Magazine
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Hi,

I recently ran into this predicament while trying to select a worker to which I wanted to enter an absence entry.

 

I had created an absence journal, but when i created the absence request I was getting the below error:


"There are no open absence journals for worker."

AX will not create an absences journal for a worker unless the worker has the following information specified:

  • Absence Setup - must be specified for the worker
  • Absence Date (...which is the 1st date an absence can be recorded for the worker) - must be specified.

Unless those items are defined for the worker...you will get this error message.

↧

AXUG Academy Training | Oct 13-14 - St. Louis, MO

July 23, 2014, 12:21 pm
≫ Next: Error message ..."Account number for transaction type xxxxx balance does not exist".
≪ Previous: Error when trying to enter an absence registration
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Experience even greater value from AXUG Summit 2014 by taking advantage of pre-conference training from AXUG Academy on Monday, October 13, and Tuesday, October 14.

AXUG Academy training courses offer in-depth, focused training on a variety of critical Dynamics AX topics.  You’ll learn from expert instructors in a hands-on environment, and have a chance to practice your newly acquired skills right in the classroom.

Here’s a sampling of the AXUG Academy courses being offered in St. Louis this October (check out the full list of training courses).  And remember that you and your teammates are welcome to participate in these courses…whether or not you’re attending AXUG Summit!

ADMINISTRATION & DEVELOPMENT

  • Managing Your Dynamics AX Environment
  • Understanding the Dynamics AX 2012 Security Model
  • Dynamics AX 2012 R3 Financials Setup & Validation
  • Plan Your Deployment Using Microsoft Dynamics Sure Step Methodology

BUSINESS INTELLIGENCE

  • Management Reporter – Introduction and Advanced
  • KPIs and SQL Analytics Services (SSAS) in Dynamics AX
  • Understanding the Dynamics AX 2012 Data Model

MANUFACTURING & SUPPLY CHAIN

  • Master Planning in Dynamics AX 2009
  • Master Planning in Dynamics AX 2012
  • Process Manufacturing for Dynamics AX 2012
  • Warehouse Management I & II for Dynamics AX 2009 and Dynamics AX 2012
  • Retail Management for AX 2012 R3

PROJECT ACCOUNTING

  • Understanding Dynamics AX 2012 R3 Project

OTHER (NON-DYNAMICS AX) TOPICS

  • Microsoft Office Excel Basic
  • Microsoft Office Excel Intermediate
  • SharePoint 2013 for Site Administrators (2 Days)
  • Building BI Solutions using Excel and SharePoint 2013 (2 Days)
  • Building Business Solutions with SharePoint 2013 (2 Days)

…AND MORE!

If you’re interested in these great training courses, don’t wait to reserve your seat…we cap the courses to provide an optimal learning environment, and they tend to sell out! Browse the full schedule of AXUG Academy courses and sign up today.

 

AXUG Academy Header

  

↧
↧

Error message ..."Account number for transaction type xxxxx balance does not exist".

July 23, 2014, 2:20 pm
≫ Next: Resource page for SSRS and SSAS integration in Microsoft Dynamics AX 2012
≪ Previous: AXUG Academy Training | Oct 13-14 - St. Louis, MO
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This is an error message that presents itself in a variety of formats...typically when you are first configuring AX, but it can pop up later depending on how you have AX configured. The actual message is:

"Account number for transaction type Vendor (or customer, bank, etc.) balance does not exist."

I have found that the error is often the "Account Structure". As an example, If you have defined one account structure for your company where you had applied a filter for "Main accounts" and the filter only covered P&L accounts, but all the sub-ledger accounts are of type "Balance"...then you will get this message when you attempt to use the account.  The system will not able to find any account structure for balance sheet account, hence it will throw this error.

 

To fix this, all you have to do is to define an account structure for all the accounts.

 
↧

Resource page for SSRS and SSAS integration in Microsoft Dynamics AX 2012

July 28, 2014, 6:11 pm
≫ Next: Resource page for Retail for Microsoft Dynamics AX 2012
≪ Previous: Error message ..."Account number for transaction type xxxxx balance does not exist".
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This page provides a list of resources to help you integrate Microsoft Dynamics AX 2012 with SQL Server Reporting Services (SSRS) and SQL Server Analysis Services (SSAS).

This page contains the following sections:

  • Recent news
  • Getting started
  • Common problems and solutions
  • Featured videos
  • Other BI tools
  • Related blogs
  • Still having trouble?

 

Recent news

What's new in CU7 

Cumulative Update 7 for Microsoft Dynamics AX 2012 R2 recently released. It contains many new reporting features, including:

  • Windows PowerShell command for integrating multiple SSRS instances—on one computer—with AX 2012
  • New class that improves the performance of the report server
  • Ability to email reports to specific people using tokens
  • New methods for setting advanced printer properties
  • Ability to use the Compare Tool to compare report designs
  • Ability to install Management Reporter

For more information about these features, see: What’s new: Reporting.

Lifecycle Services

Microsoft Dynamics Lifecycle Services provides a cloud-based collaborative workspace that customers and partners can use to manage Microsoft Dynamics AX projects from pre-sales to implementation and operations. Based on the phase of your project and the industry you are working in, the site provides checklists and tools that help you manage the project. It also provides a dashboard so that you have a single place to get up-to-date project information.

Lifecycle Services is available to customers and partners as part of their support plans. You can access it with your CustomerSource or PartnerSource credentials. Go to Lifecycle Services.

Issue search

Issue search is a search engine that you can use to quickly search for KB articles, hotfixes, and workarounds for reported issues in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R2. You can see which reported issues are in the process of being fixed and see notifications when a hotfix is released for a specific functional area in Microsoft Dynamics AX. You can download released hotfixes, see which code objects are affected, and see the code changes introduced by the hotfix.

Issue search is a part of Lifecycle Services. Go to Lifecycle Services.

 

Getting started

To learn more about how to integrate Microsoft Dynamics AX with SSRS and SSAS, review the following resources:

 

 Task

 Resources

 Plan the integration

  • System requirements
  • Planning and architecture of reporting
  • Planning and architecture of analytics

 Install and deploy components

  • Checklist: Install the Reporting Services extensions and deploy reports
  • Checklist: Configure Analysis Services and deploy cubes

 Develop and customize

  • Development tasks for reporting
  • Development tasks for analytics

 Troubleshoot issues

  • Troubleshooting reporting
  • Troubleshooting analytics

 View technical reference information

  • Report catalog
  • Cube and KPI reference

  

Common problems and solutions

The first step in troubleshooting is to use Issue search. Issue is a search engine that you can use to quickly search for KB articles, hotfixes, and workarounds for reported issues in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R2. You can see which reported issues are in the process of being fixed and see notifications when a hotfix is released for a specific functional area in Microsoft Dynamics AX. You can download released hotfixes, see which code objects are affected, and see the code changes introduced by the hotfix. Issue search is a part of Lifecycle Services. Go to Lifecycle Services.

The following table lists common issues encountered when integrating Microsoft Dynamics AX with SSRS and SSAS. 

 Issue

 Solution

Reports that run for more than ten minutes time out.

See the Tips to help prevent long-running reports from timing out topic on TechNet.

I have upgraded SQL Server 2008 R2 to SQL Server 2012. When I run the Microsoft Dynamics AX Setup wizard to install the Reporting Services extensions, it recognizes both SSRS 2012 and SSRS 2008 R2.

See the AX 2012 pre-requisite checker sees both the old SQL and the upgraded SQL instance blog post.

When printing a report that has been saved as a PDF file, the printer page size does not correspond to the PDF page size.

To resolve this issue, select the Choose paper source by PDF page size check box in the Print window that is displayed when printing the report to the printer.

When printing a report to a printer, the changes I made to the page layout orientation and paper size are not honored when the report is printed.

If you are using the initial release of Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2012 Feature Pack: This is a known issue.

 

If you are using Microsoft Dynamics AX 2012 R2: Select the Override default settings check box. For more information, see Print or email a report.

The pagination of a report differs based on the tool used to view and print the report.

This is a known issue. For more information, see the Understanding pagination in Reporting Services topic on TechNet.


For more troubleshooting information that is regularly updated, see Troubleshooting reporting and Troubleshooting analytics on TechNet.

 

Featured videos

Check out the videos that are posted on the Dynamics AX BI Videos channel on YouTube.

 

Other BI tools

Although SSRS and SSAS are the primary solutions used for reporting and analysis in Microsoft Dynamics AX, other tools can be used, as well. For example:

  • To create financial reports, you can use Management Reporter.
  • To query data and export the data to Excel, you can use the Microsoft Dynamics AX add-in for Excel.

For more information about business intelligence tools that can be used with Microsoft Dynamics AX, see Microsoft Dynamics AX 2012 R2 White Paper: Business Intelligence Capabilities and Tools and Types of reports.

 

Related blogs

The following Microsoft blogs may provide assistance to you:

  • Microsoft Dynamics AX Business Intelligence
  • Microsoft Dynamics AX Support

 

Still having trouble?

If you’re still having trouble, you can get assistance in the following ways:

  • Post your questions on the Ask the Community site and a member of the Microsoft Dynamics AX community might respond.
  • Contact your partner.
  • If enrolled in a support plan directly with Microsoft, enter a new support request with Microsoft Dynamics Technical Support.

You can enter a support request on CustomerSource or PartnerSource by selecting Support> New Technical Support Request.

You can also contact Microsoft Dynamics Technical Support by phone using these links for country specific phone numbers:

    • Partners – Global Support Contacts (requires PartnerSource login)
    • Customers – Global Support Contacts (requires CustomerSource login)

 

↧

Resource page for Retail for Microsoft Dynamics AX 2012

July 21, 2014, 3:35 pm
≫ Next: Frank Vukovits Shares the Inside Scoop on AXUG Summit 2014
≪ Previous: Resource page for SSRS and SSAS integration in Microsoft Dynamics AX 2012
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This page provides you with a consolidated list of published documentation, sources of information, known issues, solutions and tips and tricks for troubleshooting the Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2012 R3.

Important Note: The documentation for the Retail features of Microsoft Dynamics AX 2012 is available on TechNet, MSDN, and on the Help Server.

On this page:


  • Top Downloads
  • Critical Hotfixes
  • Resources
  • Best practices
  • Troubleshooting tips
  • Still having trouble...

 

Top Downloads


 View and download demo packages, training guides and popular documents for Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2012 R3.

Link
Description
Deploy Microsoft Dynamics AX 2012 R3 on Azure
This article contains information about how to link your Azure account with Lifcecycle Services so you can deploy the demo virtual machine for Microsoft Dynamics AX 2012 R3.
Microsoft Dynamics AX 2012 R2 Demo package and VM
The Microsoft Dynamics AX2012 R2 demo package includes links to a virtual machine (VM) that includes a full set of demo data, a database backup, demo scripts, click-through demos and related material.
Cumulative update 7 (CU7) for Microsoft Dynamics AX 2012 R2
This article contains information about how to obtain and install cumulative update 7 for Microsoft Dynamics AX 2012 R2. A link to relevant hotfixes for CU7 is also included on this page.
Microsoft Dynamics AX for Retail 2012 R2 training guide
 The Microsoft Dynamics AX for Retail 2012 R2 training guide is intended for partners who want to set up and use the application functionality in Microsoft Dynamics AX for Retail. This guide explains how to use the Retail module to manage a retail business from the head office to the retail stores.
PCI Implementation guide for Microsoft Dynamics AX 2012 R3
This guide describes how to implement Microsoft Dynamics AX 2012 R3 in compliance with the Payment Card Industry (PCI) Data Security Standard version 2.0.
PCI Implementation guide for Microsoft Dynamics AX 2012 R2
This guide describes how to implement Microsoft Dynamics AX 2012 R2 in compliance with the Payment Card Industry (PCI) Data Security Standard version 2.0.
Changes to credit card processing for Microsoft Dynamics AX 2012 R2
This document describes what has changed in the implementation of credit card processing in Accounts receivable in Microsoft Dynamics AX 2012 R2. These changes are driven primarily by the switch from a single credit card processor to support for multiple credit card processors. Support for multiple credit card processors is a benefit of using the Payment SDK.
New, changed and deprecated features for Microsoft Dynamics AX 2012
 This document provides a summary of new and changed features that have been implemented in Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. It also provides deprecated feature notices that describe features that have been removed in these releases, or that are planned to be removed in future releases.
Microsoft Dynamics AX 2012 R2: How to upgrade from an earlier release of AX 2012
This poster illustrates the recommended procedure for “in-place” upgrade to Microsoft Dynamics AX 2012 R2 from either Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2012 Feature Pack.

Top

 

Critical Hotfixes


There are several known issues in the Retail applications area of Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 Feature pack and Microsoft Dynamics AX 2012  R2 for which we have released a variety of different relevant hotfixes.Below are the links to the list of relevant hotfixes for each release.

Link
Description
Microsoft Dynamics AX 2012 release hotfixes
Review and download the most current hotfixes for Microsoft Dynamics AX2012 from CustomerSource.
Microsoft Dynamics AX 2012 CU4 release hotfixes
Review and download the most current hotfixes for Cumulative Update 4 for Microsoft Dynamics AX2012 and Microsoft Dynamics AX 2012 Feature Pack 1from PartnerSource.
Microsoft Dynamics AX 2012  R2 release hotfixes
Review and download the most current hotfixes for Microsoft Dynamics AX2012 R2 from CustomerSource.
Microsoft Dynamics AX 2012 R2 CU1 release hotfixes
Review and download the most current hotfixes for Cumulative Update 1 for Microsoft Dynamics AX2012 R2 from PartnerSource.
 Microsoft Dynamics AX 2012 R2 CU6 release hotfixes
Review and download the most current hotfixes for Cumulative Update 6 for Microsoft Dynamics AX2012 R2 from PartnerSource.
 
As of cumulative update 6 (CU6) for Microsoft Dynamics AX 2012 R2, in addition to the types of updates that are included in cumulative updates, you can also find rollups of hotfixes and regulatory updates. This and future cumulative updates now include enhancements to existing business processes.

Top

 

Resources


View and access documentation, blogs and whitepapers for Microsoft Dynamics AX 2012 for Retail. Topics may apply to multiple versions.

Resource type

Audience

Topic title

Description

Documentation

System administrator

Microsoft Dynamics AX Retail

Retail provides mid-market and large retailers a complete head-office and point of sale (POS) solution with support for online and brick-and-mortar stores. It can help retailers increase financial returns, improve service, manage growth, reach customers, and streamline efficiencies.

This topic describes the components that are included in Microsoft Dynamics AX 2012 for Retail

 

 

Point of Sale for Microsoft Dynamics AX 2012 for Retail

Microsoft Dynamics AX for Retail POS is the point of sale (POS) program for Microsoft Dynamics AX. POS tasks are performed by using a POS register. The graphical user interface (GUI) is easy to use and can be set up to meet the requirements of many industries, such as food service, fashion, and grocery.

This topic includes links to important information about how to plan, deploy, configure, and customize Retail POS.

 

 

Documentation roadmap for Microsoft Dynamics AX 2012 online store

An introduction to Microsoft Dynamics AX for E-Commerce with a  step by step guide to configure the online store ranging from the Channel manager to IT Pro to developer steps.

 

 

Install retail components

Retail consists of several components that are typically distributed across multiple computers and locations.

This topic lists the retail components that you need to install and provides links to step by step procedures to install each component.

 

 

 Deploy Retail POS

 This topic discusses the steps to prepare for and deploy Microsoft Dynamics AX for Retail POS.

 

Developer

Architecture of the Microsoft Dynamics AX Retail online store

The Microsoft Dynamics AX 2012 R2 Retail online store enables you to deploy, manage, and customize an online sales channel that is fully integrated with Microsoft Dynamics AX. The online store is built on the Microsoft SharePoint Server 2013 cross-site publishing platform.

This topic describes the architecture, features, and components of the Retail online store.

 

 

Extend Point of Sale

Microsoft Dynamics AX for Retail POS is a fully customizable point of sale (POS) component of Microsoft Dynamics AX 2012 for Retail. This topic provides a high level overview about how to extend Retail POS.

 

 

Commerce Runtime

The Microsoft Dynamics AX commerce runtime (CRT) serves as the engine for a retail channel. It connects to a CRT database that stores business data for the channel. This topic discusses the architecture and features of the CRT.

 

 

Install and configure Commerce Data Exchange: Synch Service

The topics in this section describe how to install and set up Commerce Data Exchange: Synch Service.

 

Application user

 Retail

This content set includes topics that describe how to set up and use Microsoft Dynamics AX 2012 for Retail.

Retail essentials

Retail essentials is a retail-centric configuration option for Microsoft Dynamics AX. Retail essentials provides a simplified, streamlined user experience that is optimized for organizations that use only the retail management functions of Microsoft Dynamics AX.

This content set included topics that describe how to set up and use Retail essentials.

Call center

Call center functionality includes features that are designed to make it easier to take phone orders and handle customer service throughout the order fulfillment process.

Retail in Microsoft Dynamics AX 2012 R3 supports call centers as a type of retail channel. In a call center, workers take orders from customers over the phone and create sales orders. This content set included topics that describe how to set up and use the call center features in Microsoft Dynamics AX.

Readiness

All

Microsoft Dynamics for Retail Readiness portal

This portal on PartnerSource includes information on training, roadmaps and sales and marketing resources for all things Retail.

Microsoft Dynamics AX: Retail solution

This page provides information to enable you to learn about the Microsoft Dynamics AX Retail solution. The site includes general information about how the Retail solution works, as well as demos and links to additional information.

Blogs

All

Microsoft Dynamics AX for Retail support blog

Find answers to the most frequently asked questions for Retail. This blog lists the most common Retail questions that are asked of our support team

Managing and Maintaining POS Customizations

This blog describes best practices to maintain your POS customizations over the life of your product.

 

System administrator

Microsoft Dynamics AX 2012 R2 for Retail: Installing the Real-time Service

Step by step instructions about how to install Microsoft Dynamics AX Commerce Data Exchange: Real-time Service

 

 

Overview of Microsoft Dynamics AX build numbers

The build numbers page now includes the latest hotfix numbers for Microsoft Dynamics AX 4.0 through Microsoft Dynamics AX 2012 R3.

Whitepapers

All

Retail performance whitepaper

This white paper provides an overview of a series of performance tests run by Microsoft to enable customers and partners to better size capacity for the infrastructure that they require for an implementation of the Microsoft Dynamics AX 2012 R2 for Retail.

Top

 

Best Practices


Deleting the AXRetailPOS database

Deleting your AXRetailPOS database is not recommended. Treat this database in the same manner that you treat any other business critical data.

N jobs vs. A jobs

N jobs push out all data from a table to the POS every time the N job runs. The N job clears the POS tables and replaces them with a fresh copy of Microsoft Dynamics AX data.

A jobs are more lightweight and only push changes, sending less data. Only new or updated records are sent to the POS when A jobs run.

For example A jobs are required if you want to send information to POS1 and not to POS2. In this scenario, if an N job were used, instead, both POS1 and POS2 would get all of the data. A jobs can also be used to send different sets of data to different stores.

PCI compliance (IPSec)

By default, Commerce data exchange: Synch service is set to use IPSec to secure its communications for PCI compliance. If you want to use this, you must set up your network to support IPSec as well. You can disable IPSec in the Commerce data exchange: Synch service settings, but doing so would then require another form of communication security to be implemented to meet the PCI compliance requirements.

Top

 

Troubleshooting Tips


Issue
Solution
How do I create an audit trail at the store level in Microsoft Dynamics AX 2012 R2?
In Dynamics AX 2012 R2 we changed how tracing/logging works in EPOS.  In previous versions we logged all logging information to the RetailTransactionTable.  In Dynamics AX 2012 R2 we use standard .Net tracing for this purpose.
However, we still use this table for auditing purposes in Dynamics AX 2012 R2 and Dynamics AX 2012 R3. In the Functionality profile form, on the Functions FastTab, in the POS section, select the Audit checkbox.

If that is turned on then the following things will get audited to the table by default:

  • Application start
  • Application stop
  • User logged in
  • User logged off
  • Item voided
  • Transaction voided
  • Manager override succeeded
  • Manager override failed

It is also extensible – most of these calls are in triggers.  All you have to do is add a call to LSRetailPosis.ApplicationLog.WriteAuditEntry from anything you want to audit. For more information about the fields on the Functionality profile form, see POS functionality profile (form).

Note:

if you are using our sample data it looks like the Audit is enabled on the standard profile.  However, if you look at the database it actually has a value of 2 which is not valid. To fix this clear and then re-select the check box or change it to a 1 in the channel database:
" update RETAILFUNCTIONALITYPROFILE set AUDITENABLED = 1"
Can I link a blank operation with parameters to a particular key on a keyboard in POS without having to change the code?Yes. In the Keyboard mapping form (Retail>Setup>POS>Keyboard mapping group>Keyboard mapping), select Blank operation in the Operation ID field, then in the Action property field, add the parameters separated by a semicolon.  For example a;b.
You need to run the N-job and they are timing out
Consider splitting up the job to decrease the connection update time. Complete the following steps to split the N-job:
  1. In the Scheduler job, select N-1040.
  2. Click on Functions and select Copy Scheduler Job.
  3. Give it a name such as N-1040-A.Highlight this job in the main grid.
  4. Select a subjob in the lower grid and click on the Red X in the toolbar to remove the subjob. Perform this action to decrease the number of tables this job updates.
  5. Run this new N-1040-A job and see if it completes successfully.
  6. Repeat Steps 2-7 to create as many jobs as necessary to complete all required subjobs.
When Creating the Offline Database it fails with the error "An error occurred while creating the database"
When running the seed data generation the job inserts “DataAreaID” to the field list on non-global tables. However, as the tables actually have the DataAreaID column defined, it inserts it twice.
See Blog http://blogs.msdn.com/b/axsupport/archive/2012/05/14/ax-2012-retail-creating-offline-database-fails.aspx
You can't launch the Retail Database utility and you get a DBServerUtil.exe - System Error "The program can't start because mfc100u.dll is missing from your computer"
One prerequisite is missing for the Commerce data exchange: Synch service (Store connect) installer. The Commerce data exchange: Synch service settings utility requires the Visual Studio C++ runtime to be installed. Click one of the following links to download the required package.
  • Microsoft Visual C++ 2010 Redistributable Package (32-bit): http://www.microsoft.com/download/en/details.aspx?id=5555
  • Microsoft Visual C++ 2010 Redistributable Package (64-bit): http://www.microsoft.com/download/en/details.aspx?id=14632
See Blog: http://blogs.msdn.com/b/axsupport/archive/2012/04/24/ax-for-retail-2012-store-connect-missing-mfc100u-dll-error.aspx
Maximum hop count has been exceededError messages stating that the maximum hop count has been exceeded means that the Commerce data exchange: Synch service (Store connect) has forwarded messages more times than is allowed by the maximum hop count setting.

Typically this occurs because of an incorrect service name entered into the Commerce data exchange: Synch service profiles in Microsoft Dynamics AX. This can lead to what would be an infinite loop of forwarding if the hop count check was not in place.

Verify that all service and server names are specified correctly in the Commerce data exchange: Synch service profiles in the Retail client. After these are corrected, try running the failed scheduler job again.
The A-Job was run in batch and one of the stores was offline during that process.  When the A-Job is run again, the store data for the store that was offline is not being updated.

A-Jobs use a timestamp as a marker to indicate the last time that the distribution schedule was run. The next time that this distribution schedule is run, only actions with a timestamp later than that marker will be processed

To update the data for the store that was offline at the time that the A-Jobs were run, go to the distribution schedule that failed, select the A-Job that failed and then click Scheduler log. Select the occurrence that failed and click Rerun scheduler job. Then select the store where you want to send the data.

 

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Still having trouble?


If you are experiencing issues downloading the install file or documentation on CustomerSource/PartnerSource, please contact   ITMBSSUP@microsoft.com

  1. Ask the community of users like yourself through the Microsoft Dynamics AX Community here..
  2. For Technical support questions, contact your partner, or if enrolled in a support plan directly with Microsoft, you can enter a new support request to Microsoft Dynamics Technical Support from CustomerSource or PartnerSource under Support >> New Support Request
  3. You can also contact Microsoft Dynamics Technical Support by phone using these links for country specific phone numbers:
    Partners – a href="https://mbs.microsoft.com/partnersource/supportcenter">Global Support Contacts (requires PartnerSource login)
    Customers – Global Support Contacts (requires CustomerSource login)

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Frank Vukovits Shares the Inside Scoop on AXUG Summit 2014

August 4, 2014, 9:51 am
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 I caught up with AXUG Program Director Frank Vukovits to chat about the upcoming AXUG Summit, happening this October in St. Louis, MO.  This year’s event marks a great milestone for AXUG – it’s the 10th annual conference for the group, and according to Frank, it’s sure to be the best one yet.

Michelle (MS): Frank, you’ve been with AXUG since the beginning.  First of all, congratulations on 10 years! How have the user group and this event continued to grow and thrive over the years?

Frank (FV): AXUG was founded on a simple idea around a table at Convergence ten years ago – the idea that Dynamics AX (then Axapta) users could learn a lot from talking to one another, swapping stories from the front lines, and sharing things they’ve learned through their use of the product.  That idea remains at the core of what we do year-round in AXUG and at AXUG Summit.  What really makes it work is all the members of the community who’ve been willing to step up and share their experiences, lead roundtable discussions, champion our local Chapters, present Summit sessions  – that’s the heart and soul of what we do. 

MS: You mentioned that the members deliver Summit sessions.  How do you come up with the content that gets presented at AXUG Summit?

FV: It’s a culmination of what we hear members talking about all year.  We do hundreds of interactive webinars and in-person Chapter meetings throughout the year, which allows us to have a constant pulse on what’s top of mind for Dynamics AX users.  We also keep a close watch on AXUG Collaborate, our online community, to discover what topics members are discussing there.  There’s also a formal call for proposals every year to give Dynamics AX folks an opportunity to submit topic ideas that they’d like to learn about or topics they’d be willing to present.  From there, we have a planning committee and track leaders – including Dynamics AX users, Partners and subject matter experts – who help determine the sessions for each track.

MS: So what are some of the hot topics that Dynamics AX users can expect to learn about in St. Louis this October?

FV: AX 2012 R3 was released earlier this year so, of course, there’s a lot of interest in the new version, which has some nice new functionality for retail, warehousing, transportation, and business intelligence.  The Microsoft team will be on hand to help us understand the ins and outs of this new release.  But we also recognize that there is a large percentage of users out there who aren’t on the new version, and maybe don’t even have an upgrade on the radar yet, so you’ll find a good selection of sessions that focus on AX 2009, AX 2012, and version-agnostic sessions as well.  We’re also seeing some chatter on the Power BI Tool with Office 365, which is giving Dynamics AX users some new options for business intelligence.  We also have added more executive leadership sessions this year, along with more theoretical sessions, which are less about using Dynamics AX, and more about trends in specific job roles and industries that user group members can learn from.

MS: We see a lot of attendees that come to AXUG Summit year after year.  What new things can the veterans expect to see in 2014?

FV: They’ll see more sessions than ever at this year’s event – there are more than 200 planned in 23 different tracks or focus areas.  We’ve added new tracks based on feedback we’re hearing from the community, including AX 2012 R3, Order to Cash, Procure to Pay, Workflow, Retail, the Cloud, International deployments, and AX 2009.  We’ve also doubled the number of ‘Optimizing AX’ sessions, where we take a deep dive into specific areas of the product, and users share real-life stories of how they’re effectively using the different components and the impact it’s making for their organization. 

MS: What can attendees expect from this year’s host city, St. Louis, MO?

FV: I’m very excited about hosting the event in St. Louis.  It’s a great, centrally located city for our U.S. attendees and, for me personally, I’m looking forward to driving to St. Louis from my home in Indianapolis.  We’ve visited the hotels and the America’s Center (Convention Center) several times in preparation for the event – everything is within walking distance and it will be easy for folks to navigate throughout the week.  The city is ready and anxious to welcome our group to St. Louis and I’m confident it will be a great experience for our attendees.  If we are lucky, my baseball team - the Reds - might even be playing the hometown Cardinals in the MLB playoffs during AXUG Summit, too!

 

You can learn more about AXUG Summit 2014 and register at www.axugsummit.com.  Experience It! 



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Welcome to the Microsoft Dynamics Online Payments Service Updates Blog

August 4, 2014, 11:15 am
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The Microsoft Dynamics Service Engineering team realizes that it is not always obvious where to find the latest information about what is going on with the Microsoft Dynamics Online Payments Service. We...(read more)
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Microsoft Dynamics AX Consultant Companion App Demo (Project Sophia)

August 5, 2014, 8:00 am
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(Please visit the site to view this video)This video shows how easy it is to develop mobile apps for Microsoft Dynamics AX using Microsoft Project Siena. The demo walks through what happened behind the scenes in the Microsoft Dynamics AX General Session at WPC 2014. It features Sophia Maletz from Avanade, who was on stage during the session. For more information about Microsoft Dynamics AX, visit - http://www.microsoft.com/en-us/dynamics/erp-ax-overview.aspx.
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Microsoft Dynamics AX Consultant Companion App Demo (Project Siena)

August 6, 2014, 2:00 pm
≫ Next: Introduction to Microsoft Dynamics® AX 2012 - Client Workspace
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(Please visit the site to view this video)This video shows how easy it is to develop mobile apps for Microsoft Dynamics AX using Microsoft Project Siena. The demo walks through what happened behind the scenes in the Microsoft Dynamics AX General Session at WPC 2014. It features Sophia Maletz from Avanade, who was on stage during the session. For more information about Microsoft Dynamics AX, visit - http://www.microsoft.com/en-us/dynamics/erp-ax-overview.aspx.
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Introduction to Microsoft Dynamics® AX 2012 - Client Workspace

August 8, 2014, 12:22 am
≫ Next: Introduction to Microsoft Dynamics® AX 2012 - Client Workspace Status bar options
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Introduction The main client workspace contains the menu and tools. The menu provides access to forms and reports that display data. Different types of forms are used which are dependent on the type...(read more)
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Introduction to Microsoft Dynamics® AX 2012 - Client Workspace Status bar options

August 8, 2014, 2:26 am
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Introduction The continuity of the article Microsoft Dynamics AX Client Workspace , today we are going to explore the Status bar options on Client Workspace. Scenario Once multiple users share...(read more)
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Introduction to Microsoft Dynamics® AX 2012 - Client Workspace- Switch Between Modules

August 8, 2014, 3:19 am
≫ Next: Introduction to Microsoft Dynamics® AX 2012 - Client Workspace Switch Between Companies
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Switch Between Modules The article on Microsoft Dynamics AX Client Workspace , today we are going to learn how to Switch Between Modules There are two ways to switch between modules within Microsoft...(read more)
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Introduction to Microsoft Dynamics® AX 2012 - Client Workspace Switch Between Companies

August 8, 2014, 3:41 am
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Switch Between Companies In previous Article We have learned how to switch between modules in Microsoft Dynamics AX, Today we are going to e Microsoft Dynamics AX supports multiple companies within...(read more)
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Introduction to Microsoft Dynamics® AX 2012 - Client Workspace Menu Items and Area page

August 8, 2014, 3:54 am
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Menu Items and Area page The article on Microsoft Dynamics AX Client Workspace , today we are going to explore Menu Items and Area page Menu items are used to launch all list pages, forms, inquiries...(read more)
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Introduction to Microsoft Dynamics® AX 2012 - Client Workspace List Pages

August 8, 2014, 4:05 am
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List Pages A List page is the first place an end-user should go to search and act on information. It is optimized to view and search through a list of records. The components of a list page are as...(read more)
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Introduction to Microsoft Dynamics® AX 2012 - Client Workspace-Master Detail Forms View/Edit Mode

August 8, 2014, 4:25 am
≫ Next: Microsoft Dynamics AX: Repair a Suspect Database in SQL Server:
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View mode In most cases, an end - user will go to a master details form to view information. When you double-click a record or press Enter on a selected record in a List Pages . The following...(read more)
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Microsoft Dynamics AX: Repair a Suspect Database in SQL Server:

August 8, 2014, 4:58 am
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Problem Got following error during start up dynamics Ax service "The Microsoft Dynamics AX Object Server 6.2$01-MicrosoftDynamicsAX service terminated with service-specific error Code 90."...(read more)
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