The Service Engineering team will be doing planned maintenance on the Payments Service. The maintenance will start at 11:00 AM on September 25 th through 8:00 AM on September 26 th . There is no planned...(read more)![]()
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Awareness | Microsoft Dynamics Online - Payments | Planned Maintenance scheduled for September 25, 2014 11:00 AM – September 26, 2014 8:00 AM PDT
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Create Forms by Using the AOT
You can use forms to display data to users. You can create a form by using the Application Object Tree (AOT)
Create a Form by Using the AOT.
Right-click the Forms node and then click New Form.
...(read more)![]()
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AX2012 - CU7 enhancement – Ability to email reports to specific people by using tokens
A new feature was added in AX2012 CU7 (and rolled into R3) that allows a user to send emails to a customer and vendors by using an address purpose. For example documents can sent via email automatically to all customers that have the designated purpose set on the account. Prior to CU7, a user had to specify the email address directly in the print management setting separate of the email address on their account.
Example - Scenario – User would like to email Account Statements to customers by an email purpose.
1.) Configure the Customer account statement report to use Print Management
Navigate to: Accounts receivable > Setup > Forms > Forms setup
Click the Print Management button on the General tab
Expand the Customer account statement and click on the Destination “>” Button and choose “Printer setup” to open the Print Destination Settings
On the Print Destination Settings form, select “E-mail”, and add text for Subject line. This text will be used when the email is created.
Then click on the “Edit” button for the “To:” address field
Set the “Customer purpose” field to the purpose you will designate when sending the statements.
Click OK in the Print Destination settings form to save the setup:
2.) Setup the Customer(s) information:
Navigate to: Accounts receivable > Common > All Customers
Edit a Customer(s) record
In the Contact Information tab, select the “More options” button and choose “Advanced”
Create a new record with the following attributes:
Description: Set a Description ID for this contact information
Type: E-mail address
E-mail address: Set the E-mail address that you want the statement sent to
Purpose: Business (The purpose that you designated above)
Close out of all forms
3.) Process the report\statements:
Navigate to: Accounts receivable > Reports > External > Customer account statement
When generating the report/statement, make sure to select the “Use print management” checkbox.
Click OK
The report is generated and is added as an attachment to the email.
Related links:
Microsoft has created a whitepaper “AX 2012 Print Management Integration Guide” which provides an overview on the print management functionality:
http://www.microsoft.com/en-us/download/details.aspx?id=36049
TechNet – “Ability to email reports to specific people by using tokens”
http://technet.microsoft.com/EN-US/library/dn527264.aspx#Tokens
Microsoft Dynamics AX Support blog:
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Including formulas when downloading a Microsoft Dynamics Management Reporter report
(Please visit the site to view this video)This video shows you how to include formulas when downloading a Management Reporter report to Microsoft Excel.
http://blogs.msdn.com/b/dynamics_financial_reporting/![]()
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Formatting headers and footers when downloading a Microsoft Dynamics Management Reporter report
(Please visit the site to view this video)This video shows you how to format headers and footers when downloading a Management Reporter report to Microsoft Excel.
http://blogs.msdn.com/b/dynamics_financial_reporting/![]()
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ERP Conversation Live! Webinar: Embracing Dark Cockpit Principles
(Please visit the site to view this video)Christian Pederson, Microsoft GM, Dynamics Enterprise Application and Services, discusses real-world examples to illustrate 5 key areas where Microsoft’s investments in usability have helped maximize the ROI of the customer’s Microsoft Dynamics AX investment. Rebecca Wettemann, founding partner with Nucleus Research, will highlight the three Dark Cockpit principles of simplification, automation and focus.
For more information, visit www.dynamicscafe.com.![]()
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This week's events: Finance efficiency; Planning for BI; Managing the customer experience
If we had to pick one overarching theme for this week's event schedule, it would be the quest for next-level value from a Microsoft Dynamics business solution. Whether your organization is looking to improve its analytics, improve efficiency of high volume financial processes, or make your business solutions work for your customers, the goal is the same - to take a solution and manage it strategically to achieve better outcomes.
We're fortunate to welcome outstanding list of industry experts who will share their years of experience and best practices with us.
Six Things You Need to Know Before Deploying a Business Intelligence Solution
Thursday, Oct 9, 2pm ET
You are finally stable and all GL accounts are reconciled in Microsoft Dynamics AX. Now, how do you get useful information out of it to manage your business?
In this executive level session, we will address the 6 key things you need to know before deploying a BI solution. We will explore tools that are native to (and are delivered with) your AX solution, as well as provide a summary of available add-on BI solutions, and a synopsis as to why customers are choosing them over the standard delivered tools.
Driving Finance Efficiency: Touchless Options for Purchasing/Payables and AR Management
Friday, Oct 10, 12pm ET
Due to the complexity of managing bill and collections processes, order-to-cash has not received as much automation attention as other areas of the finance organization. PayStream Advisors' research has consistently shown that organizations that communicate with customers electronically get paid faster and with less effort. Learn how from PayStream Advisors lead analyst Henry Ijams in this 60 minute educational webinar.
Here's what will be covered:
- Learn how to generate automated actions using existing information already hidden in your A/R system
- Uncover repetitive tasks that can be automated via systematic collector actions
- Three steps to reduce manual effort to increase agent and collector efficiency
CRM and CEM: Two Sides of One Coin
Thursday, Oct 9, 9am ET
While most people will be familiar with the acronym ‘CRM' (Customer Relationship Management), they may not be as familiar with CEM (Customer Experience Management). CEM is getting increased coverage, with some authors going as far as suggesting it will replace CRM. So what is CEM? Is it CRM re-badged or something new?
In this talk Microsoft MVP and Dynamics CRM expert Leon Tribe will explore what these terms mean and how Dynamics CRM, and Microsoft's new tools such as Social Listening and Dynamics Marketing contribute toward the customer experience.
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Dynamics Podcast Talks Summit 2014 with Andy Hafer
Bob McAdam & Todd McDaniel have been talking all things Microsoft Dynamics at www.dynamicspodcast.com since late May, publishing their 10th episode on Friday October 3rd. In this particular episode, they tackled our very own Andy Hafer, CEO at Dynamic Communities, to discuss this month's big User Group Summit events in St. Louis, how Dynamic Communities began, and a whole lot more. It’s a lively interview that covers a variety of areas across the user community.
Since its unique debut, ‘Dynamics Podcast’ has spoken to key resources from across the Microsoft Dynamics space from well-known contributors such as Fastpath, Avalara, Data Masons Software, and Sologlobe. Additionally, Bob & Todd discuss the news and events within the Dynamics space, providing their insights and opinions along the way.
Please be sure to download the latest ‘Dynamics Podcast’ today or subscribe via RSS or iTunes right from their home page. You’ll want to hear all that Andy has to say in this enjoyable interview before arriving in St. Louis, where an incredible set of events awaits you!
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Case Study: Create a Serial Product
The Customer Implementation Readiness team at Microsoft validates AX 2012 functionality for specific scenarios. This document is one in a series of blog posts that describe the scenarios that we have validated, and how we validated them.
Scenario
This case study is part of a scenario where we validate end to end serial product tracking from creation of a serial product in AX, purchasing the product, stocking inventory and shipping the product to customer.
Steps in setting up serial product tracking for this case study are as follows:
- Create Serial Product
- Purchase and Receive Serial Product in Inventory
- Sell and Ship the Serial Product
- Return, Repair and Ship the Serial Product
Focus
This document describes the configuration and set up steps for creation of a serial product.
Related documentation
The case study is based on demo data.
Detailed validation steps
Set up Tracking Dimension Groups = Serial
In the AX 2012 R3 client, log in to company USRT.
Go to Product information management > Setup > Dimension groups > Tracking Dimension groups and create a new Tracking Dimension group.
Choose Serial Number as Active and checked for Physical Inventory (per this scenario)
Set up Number Group for Serial Numbers = Automated Numbering
In the AX 2012 R3 client, log in to company USRT.
Go to Inventory management > Setup > Dimensions > Number groups and create a new Number group.
Define Number Sequence and activate for appropriate transactions (per scenario).
Set up automated numbering by selecting Allocation on physical update per 1 quantity.
Create a Serial Product
In the AX 2012 R3 client, log in to company USRT.
Go to Product information management > Common > Released products and create a new Released Product.
Select Product type = Item and Product subtype = Product and select a Product number
Choose Tracking dimension group = Serial and add in data in other fields as appropriate for e.g. select Item Model Group, Item Group, Storage dimension group; select appropriate units of measures for Inventory unit, Purchase unit, Sales unit and BOM unit; and select Purchase and Sales Tax Groups
Click ok to create the product.
7. Edit the product and go to Manage inventory section > Tracking> Serial number group
8. Select a value for Serial number group (= SerialAuto)
8. Go to Purchase section of the Product > Prices> Price and add a Purchase price for the Product
9. Go to Sell section of the Product > Base sales price> Price and add a Sales price for the Product
10. Go to Manage Costs section of the Product> Prices> Price and add a Cost price for the Product
11. Add other appropriate values as needed.
12. Close form.
Serial product is now available for usage in AX2012 R3.
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Microsoft Dynamics 2012 R2 Purchase Requisition of type Replenishment
A new type of requisition exists: replenishment!
This requisition is supposed to handle cases where I do not ask for permission to buy something but rather enter a request to my manager to get something from a warehouse, so that would be a transfer. This new feature handles that situation nicely, not directly, but using Master Planning. This smart move makes this a flexible feature. Master planning is looking at approved Replenishment requests and will create a planned order. A planned order of any kind, the order type depends on the item. So we can even get a planned production order after an approved replenishment request! I think the most common use of this new feature will be the planned transfer.
How to set up Master Planning for replenishment requisitions
Two things have to be set up on the Master plan: “include requisitions” and “approved requisitions time fence”
Now Master Planning will create a planned order when it sees a demand called “requisition line”, see below. This will be an approved requisition line.
How to create a Replenishment requisition
The requisition purpose can default to “Replenishment” or can be chosen. That is controlled by a policy.
The policy is the requisition purpose rule.
The replenishment control rule is available for this type of requisitions
The only other rule for the replenishment requisition is the category access rule.
Now we are off to the races. Create the Replenishment Requisition and get it approved!
PS For transfers within a site, Master planning is able to firm the planned transfer order to a Transfer journal. This parameter is on the site record.
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Microsoft Dynamics AX FREE Webcasts
Register to Attend these FREE webcasts designed to help you get more from your Microsoft Dynamics AX Solution. We have two upcoming Webcasts we recommend you attend.
The first FREE Webcast is Tuesday, October 21, 2014Management Reporter: The Basics- Join Ryan Sandness and learn the basics of creating and formatting reports and distributing them to your organization.
The Second Free webcast is Tuesday, October 28, 2014 Budget Planning: The Basics. In this webcast you'll join Sigita Cepaitiene and learn How to use Dynamics AX 2012 R3 functionality to load monthly budgets and we'll cover the basic concepts followed by the demo how to configure budget planning.
Please share these FREE webcasts events with your colleagues!
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Comedian Steve Rizzo Kicks off AXUG Summit 2014
“Feeling good is the fuel that drives motivation,” Steve Rizzo shared with the nearly 3,500 Dynamics users and partners attending Summit 2014, “That’s your choice, and that’s your responsibility.”
“No one can do that for you; you have to do it for yourself,” he continued “So I’m asking you to get your shift together. As soon as you open up your eyes [in the morning] focus on all the good. Why? Because this is the stuff that makes you feel good. And feeling good is the fuel that drives motivation.”
Summit attendees gathered bright and early to listen to the comedian & best-selling author’s Opening Keynote of Summit in St. Louis, MO. Steve’s approach to dealing with stress and negativity is to look for the humor in any situation because as he said “humor is everywhere.”
The power of laughter has been instilled in him from a young age. Steve recounted how his father frequently lectured his “Be proud of who you are, where you are from and what you do for a living.
While Steve recognizes that a positive attitude won’t prevent someone from having challenges, his experiences have proven that laughter and a sense of humor help you bounce back from those situations much quicker. Laughter shifts the brain’s focus away from the negative – even if only for a moment. When your thoughts return to the existing situation you’re in control, as opposed to being controlled by the circumstances.
Before sending attendees off to a full day of sessions and networking, Steve challenged them to consciously create the following three habits:
- Begin each day by focusing on what they’re grateful for, what and who you appreciate, and
- Remind yourself that each day is an opportunity to make a difference in someone’s life
- Discover laughter within yourself and in the world around you – it’s everywhere
Prior to welcoming Steve to the main stage, CEO of Dynamic Communities (DCI), Andy Hafer, warmed the crowd – welcoming 47% first time attendees and hundreds of international visitors. Hal Howard, former Corporate VP of R&D for Dynamics ERP at Microsoft joined Andy in his new capacity as Executive Director at DCI. By joining the community, Hal continues his passion for all things Dynamics and makes it clear that even though he’s left Microsoft he hasn’t left the Dynamics users and partners with whom he’s spent his career.
Attendees and those interested can get Steve's book Get Your Shift Together by visiting www.GetYourShiftTogetherBook.com and can sign up for weekly motivational Rizzo-Grams on his website www.steverizzo.com.
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AX2012 R2: Roles de seguridad
Dentro de la funcionalidad estándar de Axapta no existe un reporte el cual me pueda listar los Roles de seguridad desde el punto de vista de los puntos de entrada (EntryPoints), de la siguiente...(read more)![]()
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Microsoft Dynamics AX 2012 R3 Launch Show
(Please visit the site to view this video)Gain insights and information into the latest release of Microsoft Dynamics AX 2012 R3 with capabilities around retail, manufacturing, warehousing, and transportation. Be inspired with ways to engage customers on their terms, run dynamic operations and expand your business. Christian Pedersen hosts this show with special appearances from Gartner, Lotus F1 Team, New Belgium Brewing, Delta Airlines, Shep Hyken and more. Demo of the product on Microsoft Surface Devices, PPI devices and more.
For more information, visit - http://www.microsoft.com/en-us/dynamics/erp-ax-overview.aspx.![]()
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Bank Account Statement Import and advanced reconciliation
This is the New feature of AX 2012: Use this form to create a relation between the bank transaction type and the transaction code in bank statements. This relation is also used during the reconciliation...(read more)![]()
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Setup User workflow email notifications in AX2012
In order for users to be notified of new work-items that have been assigned to them you will need to ensure that they have their notification settings enabled. To do this you can follow the following procedure...(read more)![]()
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ACCESSING THE DATABASE in Dynamics Ax 2012
To Retrieve data from the database using a select statement
Table Buffers:
A table buffer is declared like a variable – the table name is specified in the declaration. A table buffer stores complete...(read more)![]()
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IEM Field Service - The Internet of Things and M2M
(Please visit the site to view this video)Gil Garcia, Director of Manufacturing Industries at Microsoft, talks with Krsi Brannock, Executive VP of Vertical Solutions, about how the Internet of Things can apply to field service.
For more information, visit http://www.dynamicscafe.com/.![]()
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Awareness | Microsoft Dynamics Online - Payments | Planned Maintenance scheduled for October 23, 2014 11:00 PM – October 24, 2014 8:00 AM PDT
The Service Engineering team will be doing planned maintenance on the Payments Service. The maintenance will start at 11:00 PM on September 25 th through 8:00 AM on September 26 th . Customers may experience...(read more)![]()
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Management Reporter - Free Webcast Today
There is still time to Register & Attend our Free Webcast today!
Management Reporter: The Basics
Webcast Date: Tuesday, October 21, 2014
Webcast Time: 10:00 A.M. Pacific Time (U.S. and Canada)
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