(Please visit the site to view this video)Merge code automatically feature in Microsoft Dynamics AX 2012 simplifies the process of installing hotfixes and fixing conflicts between hotfixes and customizations in your AX environment.This video demonstrates how to use 'Merge code automatically' feature applying AX updates.
http://technet.microsoft.com/en-us/library/hh538446.aspx#PostInstallation![]()
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How to merge code automatically after applying an update in Microsoft Dynamics AX 2012
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Microsoft Dynamics AX 2012 R3 Update Experience
(Please visit the site to view this video)Microsoft Dynamics AX 2012 R3 Update Installer provides contextual and metadata driven update experience powered by cloud.It simplifies discovery of updates and strives to reduce the maintenance cost by providing the ability to stay current with AX updates.This video demonstrates features and capabilities of Microsoft Dynamics AX 2012 R3 Update Installer
lcs.dynamics.com![]()
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Awareness | Microsoft Dynamics Online - Payments | Planned Monthly Maintenance scheduled for Wednesday, August 13th – Friday, Aug 15th
The Service Engineering team will be doing a planned monthly maintenance on the Payments Service. There is no planned downtime with this maintenance.
Maintenance Window :
August 13, 2014 11:00 AM...(read more)![]()
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JUST RELEASED: August 2014 Payroll tax update for AX 2009, AX 2012 R2 and AX 2012 R3
New payroll tax updates are now available for 2009, 2012 R2, and 2012 R3 versions of Payroll for Microsoft Dynamics AX. The updates can each be downloaded from the following links:
Versions:
AX 2009 - 2014-07
AX 2012 R2 - 2014-R11
AX 2012 R3 - 2014-R11
CustomerSource
PartnerSource
IMPORTANT: For Dynamics AX 2012 (R2 and R3), the tax update process has significantly changed with the 2014-R11 tax update, be sure to read through this documentation included with the update package entirely before beginning the tax update process.
Be sure to subscribe to email updates of this blog to be notified when they are available.
The Dynamics AX HCM Team
Important Notice to Customers We recommend that you contact your Microsoft Dynamics Partner before installing service packs or hot fixes. It is important to verify that your environment is compatible with the service pack(s), hotfix(es), or download(s) being installed. A service pack, hotfix, or download may cause interoperability issues with customizations, and third-party products that work with your Microsoft Dynamics solution. |
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Microsoft Dynamics® AX 2012: Create a sales order
Scenario : User receives a call from some customer, who is going to order a Transmitter. The item number is 1001 Condex PLC. Following are the steps to create new sales order
Go to Sales and Marketing...(read more)![]()
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AX Training, Monday Night Football, and #TPCE14
We're only weeks away from AXUG Summit 2014 and we look forward to seeing the Dynamics AX community in St. Louis, MO! Before you finalize your travel plans for the event, be sure to consider these additional activities....you might just want to arrive in St. Louis a little early!
Pre-Conference Training | Mon and Tues (Oct 13-14)
If you've not already done so, I'd urge you to take a look at the training courses being offered by AXUG Academy before AXUG Summit officially kicks off. These courses are hands-on classes that not only teach you Dynamics AX skills...but also allow you to practice your newly learned skills during the class. There are courses for AX 2009, 2012, 2012 R3, and even some non-Dynamics AX topics like Excel and SharePoint. Take a look at the classes here: http://axugsummit.com/pre-conference-training/. If you have any questions about training, reach out to our fearless Academy Director Rich Beliveau - he'll be happy to assist!
Rams vs. 49ers | Mon (Oct 13)
This has nothing to do with AXUG Summit...but its a great coincidence if you're an NFL fan! The St. Louis Rams will be hosting the San Francisco 49ers in a Monday Night Football match-up on October 13. The Edward Jones Dome is connected to the America's Center (where Summit will take place) and is an easy walk from our host hotels. The Rams organization has offered a special $15 discount on tickets for Summit attendees. Click here for details on securing discounted tickets to the game. Come early for AXUG Academy training and take in a football game - feed your brain and your sports-loving soul!
The Partner Connections Event | Mon and Tues (Oct 13-14)
Attention Partners: this event is just for you! Our sister group - Dynamic Partner Connections - is teaming up with The Partner Channel to host #TPCE14 in St. Louis just before AXUG Summit. If you're a sales or marketing pro, business leader, consultant or developer for a Dynamics AX Partner organization - you won't want to miss this event. Check it out and sign up (for only $199!) at http://www.thepartnerconnectionsevent.com.
I hope to see you in St. Louis!
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Introducing the AXUG Summit 2014 Keynote Speaker
We’re thrilled to introduce the AXUG Summit 2014 keynote speaker….Steve Rizzo! We’ll hear from Steve on Wednesday morning, October 15, as he helps us set the stage for a productive, successful week in St. Louis.
Steve Rizzo is a national headline comedian turned author and motivational business speaker. As a comedian, he’s had opening acts such as Drew Carey, Rosie O’Donnell, and Dennis Miller, and has shared the marquee with comedic icons like Ellen DeGeneres, Rodney Dangerfield, Eddie Murphy, and Jerry Seinfeld. He’s the author of the best-selling book, “Get Your SHIFT Together” and is a member of the elite Speakers Hall of Fame.
He’s a seriously funny guy who will challenge us to shift our focus and way of thinking to discover greater enthusiasm, increased productivity, and new levels of success in our lives and careers.
Click to learn more about Steve, watch a short sneak-peek video, and learn how you can start to ‘get your shift together’ today!
Meet us in St. Louis - register for AXUG Summit 2014 today (registration rates go up after September 7)!
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Microsoft Dynamics AX Demo Series – AX Business Intelligence
(Please visit the site to view this video)Microsoft Dynamics AX 2012 provides quick and easy analysis of data through seamless integration with Microsoft Excel. Microsoft Excel as a familiar business tool enables individuals to interact with the data to allow analysis based on appropriately constructed security rules. Added to this links to capabilities like Bing Maps enable the powerful visualization of data to be possible.
In addition the development of applications illustrated by Business Analyzer allow individuals to interact with data on the device of their choice wherever they are.
Find out more here: https://community.dynamics.com/dynamicbusiness/b/dynamicbusinessuk/archive/2014/08/26/microsoft-dynamics-ax-demo-series-ax-business-intelligence.aspx![]()
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WPF MI solutions for MS Dynamics using Telerik Components Pt 1
Hi All,
I'll be discussing my new MI solution for MS Dynamics AX2012 over the coming few weeks. I thought I'd share the PoC with you first.
(Please visit the site to view this video)
Regards
Khalid
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SharePoint 2013 Training at AXUG Summit in St. Louis
AXUG has SharePoint MVP’s on a Road Trip to AXUG Summit 2014.
Critical Path Training and their SharePoint MVP’s will be taking a road trip to teach SharePoint 2013 Academy classes on October 13th & 14th in St Louis.
Ted Pattison, Matt McDermott and Christina Wheeler will roll into town on October 13th and 14thas part of the Academy Pre-Conference Training program.
These SharePoint roadshow classes are a compressed lecture and demo only format of their regular SharePoint training classes. They are great for folks who are limited in the time they can spend out of the office or working within a limited budget.
Step-by-step labs are provided in the course manuals so you can reinforce what you learned when you get back to the office.
These 2 Day classes are only $799 for AXUG Premium Members. Click here to learn more about registering for these great courses.
Building Business Solutions with SharePoint Designer Roadshow
Taught by Matthew McDermott, SharePoint MVP
This 2-day course will teach you how to build powerful SharePoint 2013 business solutions without having to engage in any custom development. You will be amazed by exactly how far you can take things with SharePoint 2013 just using the out-of-the-box features and functionality once you have a solid understanding of the platform. This course has been specifically designed for business users using SharePoint 2013 in either an on-premises environment or in the Office 365 environment.
SharePoint 2013 for Site Administrator's Roadshow
Taught by Christina Wheeler, SharePoint Diva
This class is designed for site administrators and site collection owners who need to learn the ins and outs of managing sites and site content in a SharePoint 2013 environment. The course begins by examining the responsibilities of a SharePoint site administrator where students will learn how to manage and configure site collections and the sites that they contain. The course also teaches students how to design lists and document libraries using advanced techniques involving the use of custom site columns and content types.
Building BI Solutions using Excel and SharePoint 2013 Roadshow
Taught by Ted Pattison, SharePoint MVP
The Building BI Solutions with Excel and SharePoint 2013 Roadshow is an intensive 2-day course for business analysts and power users that want to learn about the fundamental concepts and tools used to create business solutions using the Business Intelligence (BI) features of Microsoft Excel 2013 and SharePoint Server 2013.
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Performance Resource Page for Microsoft Dynamics AX
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:
- New resources
- Code analysis best practices and tools
- SQL Server configuration recommendations
- Monitoring Resources
- Monitoring Tools
- Benchmarks
- Benchmark SDK
- Blogs
New resources
Great summary blog posts from Glen Turnbull, on the Microsoft Support team:
AX Performance Troubleshooting Checklist Part 1A [Introduction and SQL Configuration]
AX Performance Troubleshooting Checklist Part 1B [Application and AOS Configuration]
AX Performance Troubleshooting Checklist Part 2
Code analysis best practices and tools
Customization best practices white paper
AX Performance Troubleshooting Checklist Part 2
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
AX Performance Troubleshooting Checklist Part 1A [Introduction and SQL Configuration]
Monitoring Resources
Tools for monitoring performance
Performance Data Collection and Analysis Process
Plan for performance optimization and testing
Tips to improve Enterprise Portal and Role Center Performance
Set up Performance Monitor counters
Manage AOS performance and availability
AX Performance Troubleshooting Checklist Part 2
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:
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
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Retroactive Earning Generation
Recently the Dynamics AX HCM team release a couple of new enhancement for Payroll in Dynamics AX 2012 R2. The enhancements add the support for retroactive earning generation and zero earning pay statements. These enhancements were delivered as part of KB2978309 which you can obtain from LCS. These features will be made available for the Dynamics AX R3 release as part of CU8 which is coming later this fall. This post covers the retroactive earning generation functionality, a later post will cover the zero earning pay statement portion of the update.
Retroactive Earning Generation
Have you ever had the need to increase an employee's rate of pay historically and automatically recalculate wages that have already been paid to account for the newly increased rate? Well now you can accomplish this by setting up and running the Retroactive Earning Generation process from within Payroll. Below are steps how to setup and process retroactive earnings.
Setup
In order to retroactively adjust existing earnings you must configure your earning codes. Each earning code must have a secondary earning code for paying out retroactive pay for that earning code. For example, if you have an earning code of Regular which represents all of your standard base pay, you will need a secondary earning code to pay out the adjustment. Retroactive earning generation does not use the same earning code as the originally paid earnings. Once you create this secondary earning code you will then select the existing base earning code and associate the new retroactive earning code to it.
TIPS:
- It is perfectly acceptable to link a single retroactive earning code to multiple base earning codes. Doing so will payout all adjustments under the same earning code. All the same reasons you would want separate base earning codes to begin with apply though. So if you need retroactive adjustments to be reported differently, post to the GL differently and so forth, you will want to maintain a 1:1 relationship between your base earning codes and your retroactive earning codes.
- Base earning codes without an associated retroactive earning code will never be retroactively adjusted, and are essentially turned off for retroactive earning generation.
NOTE FOR SALARIED POSITIONS/WORKERS: Earning statement lines create based on the salary functionality do not follow this same behavior. New lines are created using the original earning code. The Retroactive earning generation process simply recalculates the entire pay period salary for the worker/position and compares that to the existing salary paid to determine if an adjustment is needed. Because of this, historical pay rates cannot take place in the middle of a pay period for salaried positions/workers, and must go into effect on the start date of a pay period. Non-salaried positions/workers are able to support a mid-pay period change.
Below are the steps to create the retroactive earning code and associate it to the existing one. The naming is simply an example, your codes and names will likely be different.
Create the secondary Retroactive Earning Code
- Open the earning code form by going to Payroll > Setup > Earnings > Earning codes (note the new menu structure, earning codes have been put into their own folder).
- Create a new Earning code by clicking the New button. Set
- Earning code: Regular Retro
- Description: Regular adjustment
- Include in payment run type: Primary and additional (you will likely want to select this option to allow the adjustment to be paid out in either the primary pay statement or an additional pay statement.)
- Base earning component: Marked
- Retroactive earning: Marked (Note the message indicating several other fields will be defaulted and disable for you) This is the key setting for configuring this new code to apply the retroactive calculation.
- Tax method: Supplemental
- Fringe benefit type: Not applicable
- Base definition: Not applicable
- For all other fields you will set them up as needed in the same way you would for any other earning code
Associate the new Retroactive Earning Code to the Base Earning Code
- Open the earning code form by going to Payroll > Setup > Earnings > Earning codes
- Select the earning code that you want to enable for retroactive adjustments
- In the Retroactive earning code field, select the code you created above, in this case Regular Retro
That's it! You have now configured your existing earning codes for retroactive adjustments.
Generating Retroactive Earnings
The Retroactive Earning Generation process essentially recalculates all existing earning lines that meet the process selection criteria and recalculates the rate column. If the recalculated rate is higher than the original line's rate then a new Earning Statement Line is created based on the original line, but with the retroactive earning code that is setup for the original earning code. The new line will have an earning date the same as the original line and the new line will also be found on the same earning statement. Since in most cases the accounting period of the original earning statement lines is likely closed you must specify the accounting date for the new line to allow it to post to the GL in the appropriate open period. This is done from the generation dialog.
Prior to running the earning generation process you must make a historically date effective change to one of the following places (depending on the position, worker or original earning code's setup):
- Employee's fixed compensation
- Worker earning codes (worker form)
- Earning code rate or multiplier
This step is not covered in the detailed generation steps below.
NOTE: Retroactive earnings is supported for any earnings where the unit of measure is either Hours or Piece. Retroactive adjustments of earning codes with a Unit of measure of Each are not supported.
Generating Retroactive earnings
- Prior to this you must make the historically date effective change as noted above.
- Go to Payroll > Periodic > Earnings statement processing > Retroactive earnings > Generate retroactive earnings
- Select the Pay cycle that you want to process
- In the Start date and End date fields, enter the date range that you want to evaluate existing earning statement lines for. The process is based on the earning date of those lines.
- Enter the Accounting date that you want the newly created lines to have for posting to the GL
- Apply any other selection criteria using the Select button to narrow down which earning statement lines are evaluated.
- Click OK
- After the process completes an infolog will appear with a summary of the process records.
Review the newly created Retroactive earning lines
The generation process created the new lines within the same earning statement as their original base line. While you could open each earning statement and individually review the lines, this would be a time consuming process depending on the volume of lines and workers processed. To simplify this we have created a new form where all retroactive earning statement lines can be reviewed across all earning statements.
- Go to Payroll > Periodic > Earnings statement processing > Retroactive earnings > Review retroactive earning lines
This form displays all lines generated by the Retroactive earning generation process as well as any lines based on the Salary generation process (See the note about salaried positions/workers above). By default any lines that have not been released or processed show. You can also change the view to show lines that are released and not processed. Once the lines are processed they cannot be accessed from this form.
This form offers most of the same functionality you would have if accessing the lines from within the actual earning statement form. Here you can multi-select and release or place on hold. If individual edits are needed for a line, you must go to the actual earning statement, but you can easily click on the hyperlink of the earning statement column to jump to it.
Once you release the lines either from the Review form or from the Earning statement form, the lines will process like any other earning statement line.
Summary
This new Retroactive earning generation capability should greatly simplify historical increases in pay rates for your employees. No longer do you have to calculate offline and manually add the earning statement lines. We hope you enjoy this new functionality!
The Dynamics AX HCM R&D Team
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Hal Howard Joins AXUG/Dynamic Communities, Inc.
Dynamic Communities, Inc. – the independent administrative organization behind the user groups for Microsoft Dynamics® AX (AXUG®), Dynamics CRM (CRMUG®), Dynamics GP (GPUG®), Dynamics NAV (NAVUG™), and Dynamic Partner Connections (DPC) – announced today that Hal Howard has been hired as the Executive Director. Hal will start his new role next week.
Hal is the former Corporate Vice President for Microsoft Dynamics ERP R&D, a position he left in July 2014 after working for Microsoft for twenty years. Hal was responsible for leading the research and development teams for Dynamics AX, Dynamics GP, Dynamics SL and Dynamics NAV. Under his leadership, the team transformed and modernized the products and expanded Microsoft Dynamics’ presence globally. Prior to joining the business solutions unit in 2003, Hal worked on both Microsoft Exchange Server and Microsoft’s online services. He holds 8 patents for various technologies across these products and services.
While at Microsoft, Hal was an advocate for Dynamics users. He was involved in the formative stages of AXUG ten years ago, and has participated in Chapter meetings and the annual Summit conferences for the Dynamics User Groups.
As the Executive Director for Dynamic Communities, Hal will focus on engaging first-hand with the Dynamics user and partner communities to support individuals and organizations in their efforts to optimize how the Dynamics products impact business. He’ll lead member research initiatives, oversee programming strategies to match the User Groups’ educational offerings with the needs of Dynamics users and partners, and will be an advocate for delivering community feedback to the Microsoft Dynamics teams.
“I am thrilled to be joining Dynamic Communities,” Hal said of his new role. “I have always believed that a vibrant community of users and partners is essential to building great products and maximizing the value of those products for the community. As an R&D leader, I fostered feedback and interaction with the community at every step of the process. When I look back at the growth of the user groups, they have been essential to the success of Dynamics. When I look forward, I believe the same will be true and I look forward to helping take it to the next level.”
“On behalf of our members, we couldn’t be more excited to welcome Hal to the team,” said Andy Hafer, CEO for Dynamic Communities. “He brings an unsurpassed understanding of the Dynamics products and an even stronger passion to help and give back to the Dynamics community. Our members can expect to interact with Hal in a number of ways, including face-to-face during sessions and in the hallways at our conferences, virtually during our webinars, through roundtable discussions, via our online communities, and more. It’s clear, when talking to Hal, that he misses being able to simply listen to Dynamics users and partners and to help wherever he can to drive Dynamics innovation.”
Members of AXUG, CRMUG, GPUG, NAVUG, and DPC will have an opportunity to meet Hal in St. Louis this October, as he will take an active role in hosting the user and partner communities at Summit and The Partner Connections Event 2014.
Hal can be reached at hal.howard@dynamiccommunities.com. You can also connect with him via the online communities for AXUG,CRMUG, GPUG, or NAVUG, and follow him on Twitter or LinkedIn.
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Zero earning pay statements
Recently the Dynamics AX HCM team release a couple of new enhancement for Payroll in Dynamics AX 2012 R2. The enhancements add the support for retroactive earning generation and zero earning pay statements. These enhancements were delivered as part of KB2978309 which you can obtain from LCS. These features will be made available for the Dynamics AX R3 release as part of CU8 which is coming later this fall. This post covers the zero earning pay statement functionality, an earlier post covered the retroactive earning generation portion of the update.
Zero earning pay statements
So you read the heading and are now wondering what in the world we mean by zero earning pay statements. Well prior to this enhancement they didn't exist in Dynamics AX Payroll. With this enhancement a couple of capabilities were introduced. This changes result in the ability to perform numerous critical payroll scenarios. We now offer the ability to be able to create pay statements wither with no earning lines at all or with lines that have hours/quantity, but no dollar value/rate. Thus in both cases they create zero earning pay statements. I'll go into detail on two key changes that were made and list potential scenarios that each can enable for your payroll staff.
Zero value pay statement lines
It is still true that if you want earning lines on a pay statement you must start by creating them on an earnings statement first. What this fix does is now allows those lines that have a zero dollar rate/amount value to process through to the pay statement during pay statement generation. Prior to this change any earning statement line that had an amount value of zero was left behind and never processed. This change enables the following key scenarios, and likely many more that I am not listing:
- Employees can now be put on a leave using an earning code with a flat rate of zero. These lines will now process forward into the pay statement to account for hours on leave and impact benefit accruals. But also the remainder of the pay statement generation process will run for that worker and their benefit deductions will arrear and benefit contributions will accrue.
- In the event an adjustment needs to be made to hours, but not dollars, these lines will now move forward to the pay statement to process and impact taxes and benefits.
One thing to notice also is that a new field was added to the earning code, "Allow editing of earning statement rates". If you enable this on the earning code then the system will allow you to override the system calculated value for the rate column on an earnings statement line for that earning code. This is great for zeroing out or adjusting the amount of system calculated lines. Also, for those of you that need to load beginning balances from a legacy system when cutting over to Dynamics AX Payroll you can now use this capability to override the rate on your lines. You no longer need special cut-over earning codes. Now your YTD amounts can align by earning code. The only restriction to this is that a line created as a salary balancing line (the earning statement line has a source of "Salary") cannot be edited without disabling the salary functionality from the action pane.
Pay statement without earning lines
When you open the pay statement list page (Payroll > Common > Pay statements > All pay statements) you will notice that the left most button in the action pane at the top of the form has changed from a "Generate pay statements" button to a "New pay statements" button. Prior to this change the button simply called the generate process which looked back for any released earning statement lines for the selected pay period and prior and processed those into a pay statement. Now with this "New" button it no longer looks back to grab lines from the earning statement. Clicking it will prompt for the basic key information to create the shell of a pay statement.
Once the shell of the statement exists, you are able to manually key in whatever benefit and tax lines are needed. You are not able to add earning lines here (to do this you need to use the functionality mentioned above in the Zero value pay statement lines). This change enables the following key scenarios, and likely many more that I am not listing:
- Refund of a benefit deduction, garnishment, or tax when to an employee that will not receive any net new earnings.
- Adjust employer benefit and tax contributions to allow the payroll system and the general ledger system to remain in balance
- Force the creation of arrears and benefit contribution accruals for an employee that does not receive any pay and that does not have any zero value earning statement lines to process as mentioned above.
There are a few caveats to this functionality. The payroll system auto determines applicable taxes based on the tax region of the earning statement lines. In these scenarios you do not have any earning lines with a tax region to tell the system the work location in which to consider taxation, therefore the system will not calculate any taxes (employee or employer). These must be calculated manually and entered as lines on the pay statement. In addition to entering the actual tax amounts on the pay statement, you must make entries in the Tax transaction history form to record the adjustments to the wage bases for all applicable taxes.
Summary
While small, these changes open up support for many scenarios in a more systematic way, and in some cases enable functionality that was not even supported before. We know it is a common place to have employees with special situations where these capabilities are important.
The Dynamics AX HCM R&D Team
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Microsoft Dynamics AX Clienteling Retail
(Please visit the site to view this video)Clienteling is an integral element of Microsoft Dynamics AX for Retail, providing staff on the shop floor with a powerful single view of the customer. Designed for touch, it provides a view on recent purchases, recent and in-progress orders, and insights into the behavior of the individual customer, for example: how much they spend. From the outset, the solution has been constructed with a focus on delivering an amazing customer experience. Learn more from the video and reach out to the Microsoft Dynamics AX team if you wish to discuss further how the Microsoft Dynamics AX for Retail can help enable your business.
For more information, visit - http://www.microsoft.com/en-gb/dynamics/retail.aspx.![]()
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AX 2012 R3 Reports services extension components installation error-The target principal name is incorrect
Hi Folks,
AX 2012 Reports services extension components installation error
An error occurred during installation of Reporting Services extensions.
Reason: A call to the Microsoft Dynamics AX SRSFrameworkService service failed. The target principal name is incorrect.
Resolution:
1. Check the Bi Services ports are in active state -----> System administration > Setup > Services & Application Integration Framework > Inbound ports > BI Services
2. Register the services (SRSFrameworkService and SSASFrameworkService)------> AOT > Services > SRSFrameworkService and SSASFrameworkService
3. Deploy the BI services and User Session service group ----> AOT > Services Groups > BI Services
4. Generate Full CIL
Many Thanks,
Rudra
"Helping others without any expectation will always made the others to help you"
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Missing SYS and SYP labels in AX4.0,AX2009 and AX2012
Hi Folks,
After any hotfix installation, rollup installation or cummulative update installation label files may corrupt. Please follow the below steps to fix the missing labels issue.
Step 1: Reset the Usage date,File -->Tools -->Options -->Usage Data --> Reset
Step 2: Stop AOS
Step 3: Backup the application folder
Step 4: Delete the .ald files from the application folder. Please find the below path location in respective of AX4.0,2009 and 2012.
AX4.0 --> E:\Program Files\40\Application\Appl\standard
AX2009 --> E:\Program Files\50\Application\Appl\standard
AX2012 --> E:\Program Files\Microsoft Dynamics AX\60\Server\MicrosoftDynamicsAX\bin\Application\Appl\Standard
Step 5: Delete the .auc files from the location C:\Users\Rudra\AppData\Local
Step 6: Start the AOS
Hope your issue will be solved.
Many Thanks,
Rudra
"Happy AX"
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Understanding the Simple List & Details form within Microsoft Dynamics® AX 2012
Dynamics AX way of dealing with fundamental components like tabs, lists, containers, details, and grids. You’ll even do some minor customization to the action menu. While the tutorial has been made...(read more)![]()
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A deeper dive into workflow routing options
As Darin mentioned in a previous post, Personnel Actions takes advantage of the core workflow functionality provided by Dynamics AX. In this post we will take a deeper look at the routing functionality that is available via workflow in Dynamics AX.
The workflow runtime provides the configuration details needed for workflow, while each of the application areas determines the business rules/logic needed to support the workflow process. For example, every workflow has the option of having 1 to many approvers for a step of the workflow. This functionality is provided by the runtime. The business logic of when workflow is available and on what documents is decided upon and designed by each application team.
When you are considering building your workflow, it’s best to draw out your desired workflow before beginning. For example, do you want only one person approving the first step or do you want multiple people listed? Do you want to auto approve a first step if it meets a particular condition or will a first level approval always be required? With the feature set provided by Dynamics AX workflow, these scenarios can be met.
In the following paragraphs, I will walk through five different step types, and provide examples of how each step could be used in your process.
1. Approval – This is the most basic step. In its simplest form the approval step basically routes the workflow item to a user for their approval. However, there are various properties that can be decided with each approval step.
- Assignment – This is where you select the users that the approval task will be routed to. You can route to a security/group role…for example, any user who is a human resource assistant. You can route based on a hierarchy type, so for example it can be routed to the workflow originator’s manager. Also, the approval task can be routed to a specific user, like John Doe. There is also the capability to route the task to a work item queue. With a queue any member of the queue has the ability to act on the approval task. Lastly, the approval task could be routed to a workflow user. So for example, it could be routed back to the originator (assuming you are on a step other than the first) or the workflow owner.
As part of the assignment process you can specify a completion policy which has various options regarding the number of approvers necessary to move onto the next step, as shown below.
You can also specify how much time the user has to complete the task. If the user doesn’t complete the task in the allotted time, you can have the task escalated. (See the escalated bullet for more information on these settings.)
- Condition – This option determines if the step is always run or if the step is only run when a certain condition is met. So for example, if a new worker has a pay rate below a certain dollar amount, the step can be skipped, and the workflow can move onto the next level of approval.
Escalation – This option specifies how to escalate overdue workflow task. It provides an escalation path of who to route the work item to, and also what action to take if the users in the escalation path fail to act within the specified time limit.
There are four remaining steps types that are available as part of workflow:
- Manual decision-A manual decision is a point in which the workflow divides into to braches. A user must make a decision and the decision determines which branch is used. For example: the manual decision might be "Does the worker require any loaned equipment?" If yes, route to HR assistant to setup loaned equipment information. If no, continue to next workflow step.
Conditional decision – A conditional decision is a point in which the workflow divides into two branches based on a condition that is setup on the step. So using our pay rate example again, if the pay rate is less than a certain amount, then the HR assistant must approve. If the pay rate is greater than a certain amount, then the HR manager must approve.
Parallel activity – This allows two steps to run at the same time. For example, you might want to route the workflow step to both the budgeting department and the HR department at the same time.
Subworkflow – A subworkflow is a workflow that runs in the context of another workflow.
As you can see, there are many options available for creating a workflow routing process that meets your specific business needs. You can find more information about workflow here.
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Benefit enrollment (Part 3 in series)
Enrolling your employees in benefits can occur after you have created the Benefits offered by your organization and eligibility has been determined. In this blog post we will discuss how you can enroll a single employee in benefits as well as how to enroll multiple employees in a single benefit. You can enroll Employees in benefits either in Human Resources or Payroll. In this blog post we will focus on enrolling in benefits from Human Resources.
During the onboarding process for a new employee you will want to enroll them in the benefits your organization has to offer. Once benefit eligibility has been determined for the new employee (see previous blog post on benefit eligibility) you can begin enrolling them in benefits.
To enroll a new employee in benefits navigate to that employee's record by going to Human Resources > Common> Workers > Workers. Find the new employee in the Worker list page and select the employee. In the Action Pane find the Related Information group and click Personal information > Benefits. The Maintain benefits form will open for the selected employee.
To enroll the employee in benefits select the Add button and then choose the down arrow on the Benefit field to see available benefits. You can choose to view Benefits in which Eligibility has been processed or view benefits which have been set to bypass eligibility.
Once you have selected a benefit you may be able to add Dependents, Beneficiaries or view and edit Payroll information if applicable to the benefit. You can continue this process to enroll the new employee in all appropriate benefits.
In addition to enrolling a single employee in benefits you can Mass enroll employees in a benefit. Mass enrollment can be done on the Benefit list page or by going to the Workers list page. If you are enrolling several employees it may be more advantages to navigate to the Workers list page, filter the list page to the Workers you want to enroll in the Benefit, select all those employees and click the Mass benefit enrollment action.
In the Mass benefit enrollment form you can select the Benefit in which you want to enroll all the selected employees. You can further tweak the list of employees to enroll by removing or adding employees from the list.
Upon completion of the Enrollment process you will be presented with an Enrollment results form indicating which employees were successfully enrolled and if employees were not enrolled, details as to why they were not enrolled.
Once employees have been enrolled in benefits you can view what employees are enrolled in which benefits a few different ways. If you navigate to the benefit by going to Human Resources > Common > Benefits, you can view enrolled employed either in the fact box found on the right side of the list page or by choosing the Enrolled workers action found in the Action Pane on the list page.
You can also export the list of enrolled employees to Excel for further analysis.
In addition to the Enrolled workers form the Worker benefits report can be printed to view all enrolled workers for one or more benefits. The report can be found by navigating to: Human Resources > Reports > Workers > Worker benefits.
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