Microsoft Flow is a new cloud-hosted service, created for the automation of business operations and day-to-day activities across user apps and services, including Dynamics 365, Office 365, Dropbox, Slack...(read more)![]()
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Microsoft Flow now available
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Bonne année 2017
Bonjour à tous,
Ce premier post de l’année pour souhaiter à toute la communauté Ax une très bonne année 2017, pleine de joie et de réussite pour vos projets personnels et AX bien sûr.
L’occasion pour...(read more)![]()
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The Secret to Higher Sales, and How Mobility Can Help You Unlock It
What if there was a way your sales team could increase its sales (and your company’s profit) without a great deal of effort? You would be quite interested in learning this secret. Well, it isn’t a secret. It’s called upselling. Sales teams have successfully harnessed the power of upselling for years. However, new developments in technology make upselling even easier. One of these developments is mobility. Read on to learn how mobility improves opportunities to upsell.
The Art of Upselling
Upselling refers to selling a customer a more expensive product or service. It might sound as though it’s difficult – why would anyone want something that costs more if they’re already going to buy something at a lower price?
You might not be aware of it, but upselling takes place all the time, and not just in the enterprise. The next time you go to a restaurant, pay attention to when the server asks you if you’d like to add something to your order (let’s say sweet potato fries) for just a few dollars more. If you really like sweet potato fries, you might be tempted to accept the offer. After all, it’s just a little more money to get something that will make your meal even tastier. Besides, maybe a side order of sweet potato fries would cost more on its own than what you’d be charged if you accepted the special deal the server is offering.
Mobility and Upselling
“The restaurant example is great,” you say. “But how can this work in the enterprise? And what role does mobility play in upselling?”
We’ll use Joe and his home security company as an example. Joe has created a new package for his customers. They can choose to pay extra for a more comprehensive monitoring system that will enhance their peace of mind.
Here’s where mobile technologies come in. Joe’s firm implemented a mobile CRM app. When members of his sales team are out in the field, they can look at a customer’s record and review his or her history with the company. The CRM will tell the salesperson what the last service or product was that the customer purchased, which will give the salesperson an idea whether the customer would be interested in a better product.
Even the field technicians that work at Joe’s security company can take advantage of the CRM. They can see when the last service call was and the reason for it. With that information, the field technician could convince the customer to buy a more expensive package that would give him or her greater value (such as more house calls or a more sophisticated alarm system).
Mobility at Work
Many companies use mobile technologies as a valuable tool in their sales arsenal. Merit Solutions helped Stanley Steemer implement a mobile app that increased upselling opportunities by 40%. Read the case study here to learn how mobile solutions can help your organization improve its bottom line by delivering more value to your customers.
The post The Secret to Higher Sales, and How Mobility Can Help You Unlock It appeared first on Merit Solutions.
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Microsoft partner team reorg: How it impacts Dynamics ERP & CRM leadership
Microsoft's recently revealed reorganization of its partner
and services organization, and it appears to have left left much of the Dynamics-related leadership - though not all - unchanged. News of the upcoming executive management changes,
which ...read more![]()
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Dynamics AX – 1099 Tax Updates for 2016
Hello everyone, I thought I’d get the changes we’ve made in the 2016 tax year update posted.
Supported versions:
Version: AX 5.0 (Microsoft Dynamics AX 2009)
Hotfix: 3199354
Hotfix server: http://hotfixv4.microsoft.com/Microsoft%20Dynamics%20AX%202009/nosp/KB3199354/5.0.1600.3841/free/494462_intl_x64_zip.exe
Hotfix server: http://hotfixv4.microsoft.com/Microsoft%20Dynamics%20AX%202009/sp1/KB3199354/5.0.1600.3841/free/494469_intl_i386_zip.exe (SP1)
Version: AX 6.0/6.1 (Microsoft Dynamics AX 2012)
Hotfix: 3199354
LCS: https://fix.lcs.dynamics.com/issue/results/?q=3199354
Hotfix server: http://hotfixv4.microsoft.com/Microsoft%20Dynamics%20AX%202012/nosp/KB3199354/6.0.1108.8836/free/494414_intl_i386_zip.e
Version: AX 6.2 (Microsoft Dynamics AX 2012 R2)
Hotfix: 3199354
LCS: https://fix.lcs.dynamics.com/issue/results/?q=3199354
Hotfix server: http://hotfixv4.microsoft.com/Microsoft%20Dynamics%20AX%202012%20R2/nosp/KB3199354/6.2.3000.3060/free/494346_intl_i386_zip.exe
Version: AX 6.3 (Microsoft Dynamics AX 2012 R3)
Hotfix: 3199354
LCS: https://fix.lcs.dynamics.com/issue/results/?q=3199354
Hotfix server: http://hotfixv4.microsoft.com/Microsoft%20Dynamics%20AX%202012%20R3/nosp/KB3199354/6.3.5000.193/free/494257_intl_i386_zip.exe
Version: AX 7.1 (Microsoft Dynamics 365 for Operations)
Note: The 1099 updates were encompassed in Application version 1611 (7.1.1541.3036)
Electronic file changes
1. 1099-INT – Payer record ‘A” record added Amount code E, “Bond premium on Treasury obligations” was added.
2. 1099-OID – Payer record ‘A” record added Amount code 5, “Bond premium ” was added.
1099-OID
1. For Box 8, the 2016 box has changed in sizing and as a result, alignment has shifted.
2. Box 10 is new. Label reads “Bond premium”.
3. All later boxes (after 10) are renumbered.
4. 2015 Boxes 10, 11 and 12 are now 2016 Boxes 11, 12 and 13.
5. Update 1099 fields.
| 1099 box | Description | Minimum amount | Tax form type |
| OID-10 | Bond premium | 0.01 | 1099-OID |
6. Upgrade 1099-OID transactions dated 1/1/2016 and forward for the following.
a. Vendors with 1099 box set to OID-12 will have 1099 box updated to box 13.
b. Transactions with box OID-12 must have the 1099 box updated to box 13.
7. Should not need an upgrade for these since the previous 1099 boxes were not stored as 1099 fields.
a. 1099 box OID-10 was updated to 1099 box OID-11.
b. 1099 box OID-11 was updated to 1099 box OID-12.
1099-INT
1. New Box 12 “Bond premium on Treasury obligations” was added.
2. Update 1099 fields
| 1099 box | Description | Minimum amount | Tax form type |
| INT-12 | Bond premium on treasury obligations | 0.01 | 1099-INT |
3. Should not need an upgrade for the new box. No other box numbers changed
John Bengson
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January release – Dynamics AX 2012 R3
Microsoft Dynamics AX In-Market team has recently added a new method to release code defects, design change requests, feature requests and proactive fixes for Dynamics AX 2012 R3. The new approach is to release these types of fixes in a predictable monthly cadence.
The January release for Dynamics AX 2012 R3 version is now available in LCS on the updates tile inside your R3 project. This update represents a typical collection of smaller functional improvements and technical fixes. Bugs were fixed in all areas with enhancements found in Warehouse Management, Financials, Production and Retail. Please see the full list of hotfixes to search for your specific issue.
Here are a few details related to this release:
- Primary Build: 6.3.5000.1468
- Number of Application hotfixes: 56
- Number of Binary hotfixes: 5
Details of the install process can be found here: https://technet.microsoft.com/en-us/library/hh538446.aspx#PackageR3
Below is screenshot of the Dynamic R3 update installer and the select form to pick the most recent updates from this month’s release:
What is included in this month’s release
Design Change Requests & Feature Requests
| KB Details | Description of issue or change request | Description of enhancement |
| KB3205038 | Voucher gets created with two different dates, which is not correct per French accounting rules | Now it will check whether having a un-realized Gain/Loss backing at time of settlement. If yes, then it will check whether the date having as posting of exchadj isn’t equal to transaction date for the settlement posting. If it is, then it will get a new voucher number for the posting else the same voucher number will be kept.
|
| KB3208173
| Post-sync channel DB clean up to reduce data volume.
| To enable Post-sync channel DB clean up to reduce data volume feature: 1. Client side must be upgraded on these components: a. Async Client b. Channel database (upgrade by Channel database utility) 2. AOS must be upgraded to introduce a new configuration in Retail scheduler parameters form: “Strip irrelevant master data from channel database” 3. the configuration must be turned on, then synced to channel database by 1110 scheduler job. 4. If there is customization that changes/adds new tables, the channel database stored procedure must also be customized to purge data properly. |
| KB3207458 | Retail offline sync doesn’t remove old records from the _TRACKING tables from channel databases or offline databases.
| Now it uses Microsoft sync framework provided feature to cleanup metadata in the change tracking tables on both store database and offline database. The cleanup retention day is configurable in offline sync service configuration file.
|
| KB3208218 | Retaining the original Registered Voucher and Transdate on VendTrans after the posting of Approval Journal/Pool Invoice | Now the following high-level changes are done 1) When defaulting the posted invoice register into either the Vendor invoices form or the Invoice approval journal, the voucher number and voucher date of the invoice register will be defaulted, unless that period is closed or on hold. a. If the period is closed or on hold, the system will advance the date to the first day of the next open period and a new voucher number will be set. 2) The voucher date on the invoice approval journal and the vendor invoices form will remain editable. The change is that if the user changes the date, the following message pop up “If you change the date, the voucher number will be updated. Are you sure you want to change the date?” if we click Yes will change the date and voucher number. No will revert the date and put the cursor back in the date field. The users option at that point is to Cancel the pool entry, re-register the invoice with the corrected date and approve the corrected date, if they want to only use a single voucher. 3) When an approval journal or the vendor invoice that was created from the pool is posted, the system will not update the Vendor transaction or the Invoice journal’s voucher number or voucher date. 4) It makes the approval process’ visibility better: a. From Vendor transactions>Voucher and the posted invoice journal>Voucher, show both the approval voucher and the invoice register voucher when launching the form by default. (Even if they are using different dates and different voucher numbers.) The related vouchers button/all related vouchers button will still be enabled and available just as they are today. b. From the posted invoice journal, the user will be able to view the Vendor transactions record. 5) Issue where the approval date is not getting set with the approval date from the invoice approval journal or Vendor invoice is also fixed through this
|
| KB3199141 | Sales invoice operation should be supported in MPOS | With the new implementation, if we invoice a sales order at HQ side without prepayment and then try to invoice the payment at store side it should be processed successfully as Sales invoice operation is now supported in MPOS
|
| KB3208541 | When you run any CDX download job, there is an insert into tempdb query that executes 100 times for each CDX job if having around 100 data groups. This causes huge performance implications, especially for large jobs such as pricing changes.
| Now a new feature is implemented to allow optimization by grouping the change tracking queries across multiple data groups together, if certain requirement can be met.
|
| KB3209155 | When you split quarantine orders after pressing the Start button, you see that no quality orders are generated even if the status changed to “Reported as finished”.
| Now it will make sure that after you split the started quarantine order, you still can generate the quality order when the quarantine order is reported as finished.
|
| KB3205507 | Add support for user to pick the item from another location in short picking scenarios. | Now, user will be able to pick the item from another location when short picking scenario is experienced in order to be able to proceed to ship goods as fast as possible. |
Fixes released
| KB Number | Complete Feature path | Title |
| 3209773 | AX Retail\Solution\Call Center | Call center RMA does not allow Percent based charges |
| 3204765 | AX Retail\Solution\CDX and Data management | CDX perf – SQL change tracking query: when number of columns is greater than 10, do not track column level changes for updates. |
| 3209529 | AX Retail\Solution\Merchandising\Pricing and Discounts | Price simulator shows incorrect price for specific unit and date. |
| 3199964 | AX Retail\Solution\Merchandising\Product Management | Deleted attribute from attribute group still displays on released products in a retail product hierarchy |
| 3205096 | AX Retail\Solution\Store operations and POS\UX – MPOS | Media Server URL in channel profiles requires a forward-slash at the end. |
| 3204124 | AX Retail\Solution\Workspaces\Channel Operations | Transfer orders with status ‘Created’ are visible in POS |
| 3207737 | AX Retail\Solution\Workspaces\Channel Operations | mPOS: Set quantity – If attempting to return more than the number of items purchased, an application error is thrown |
| 3205152 | AXL\APAC localizations\China | CN-Cannot run the Chinese Voucher continuity check |
| 3187956 | AXL\APAC localizations\India | IN-Previous year transactions are considered while calculating TDS on vendor invoice. |
| 3189981 | AXL\APAC localizations\India | IN-TDS is not calculated correctly with multiple withholding tax code |
| 3194494 | AXL\APAC localizations\India | Error is displayed while invoicing purchase order after applying prepayment |
| 3201716 | AXL\APAC localizations\India | Transaction amount mismatch in LedgerTransVoucher form after performing relative transactions |
| 3195118 | AXL\APAC localizations\Singapore Malaysia and Thailand | TH – Realized sales tax is not matching unrealized tax when posted with multiple withholding tax codes |
| 3200300 | AXL\APAC localizations\Singapore Malaysia and Thailand | TH-Modified amount in “Updated base for withholding tax in invoice currency” is not displayed. |
| 3094602 | AXL\Europe Localizations | Related Voucher Transactions are missing in the voucher transaction form for Redraw Promissory note journal |
| 3159634 | AXL\Europe Localizations | Mexico Unable to post hour journal with Item Sales Tax Group as GRAL and Sales tax group as IVA15% |
| 3182679 | AXL\Europe Localizations | [Italy] AX2012R2 PA E-Invoice: IdPaese is wrong when transmitter is not for the same legal entity |
| 3187149 | AXL\Europe Localizations | [Italy] AX2012R3 PA E-Invoice: “AliquotaIVA” field with negative sign for credit note created by project fee invoice |
| 3187707 | AXL\Europe Localizations | [Italy] AX2012R2 PA E-Invoice: “Importo” field is wrong in case of discount |
| 3182388 | AXL\Europe Localizations\Austria | Austrian Sales tax calculation incorrect for correction transactions using reporting code 063 |
| 3201675 | AXL\Europe Localizations\Eastern Europe | Cash order report stack trace error when converting number to word into German (DE) language |
| 3196856 | AXL\Europe Localizations\France | [France] Intrastat delivery department (county) not reported |
| 3184039 | AXL\Europe Localizations\Germany | German sales tax payment report Preview and xml displays incorrect amounts for 100% and partly exempt use tax codes |
| 3179883 | AXL\LATAM Localizations\Brazil | NF-e: for a Transfer order receipt (Order type = Fiscal establishment transfer), Document date (receipt) = Posted date (receipt) |
| 3196586 | AXL\LATAM Localizations\Mexico | ‘Electronic ledger accounting statement’ report with doubled balance amount IF Fiscal Year Close does not create closing transactions |
| 3179119 | GFM\Accounts Payable | 1099 amounts are overstated when using vendor retention from project |
| 3184999 | GFM\Accounts Payable\Invoicing | Possible to post invoice after matching partial invoice against the full product receipt for non-stocked item |
| 3201278 | GFM\Accounts Payable\Invoicing | invoice voucher missing Accrue reverse transactions |
| 3192083 | GFM\Accounts Payable\Reports | Vendor ledger reconciliation report shows incorrect Journal Number |
| 3205719 | GFM\Accounts Receivable\Collections\Collection Letter | Collection letter print: The length of the registration number in the OCR-line may not exceed 8 characters |
| 3182163 | GFM\Accounts Receivable\Free Text Invoice | Reverse transactions can still be created/posted on Free text invoice transactions that were posted on a fiscal year that have already been fiscal year closed |
| 3182280 | GFM\Cash Management\Vendor\Payments and Settlement | Stack trace error occurs when user opens multiple vendor payment proposal forms |
| 3187693 | GFM\Cash Management\Vendor\Payments and Settlement | Incorrect Payment Amount displayed in Invoices paid by Check form |
| 3202663 | GFM\Fixed Assets\Journals | Voucher transactions is incorrectly displayed on payment journal form |
| 3203219 | GFM\Fixed Assets\Setup | Fixed asset number sequence gets broken |
| 3198369 | GFM\General Ledger\Allocations | Incorrect Dimensions on the Voucher when running Allocations for an Intercompany Journal |
| 3200678 | GFM\Tax | Error in Sales tax specification report while running in batch |
| 3210144 | GFM\Tax\Tax Calculation | Performance SalesTax payment still slow after installing KB 3192872 |
| 2983839 | SCM\Inventory\Quality Management | Reserved physical status on sales order with production item |
| 3050053 | SCM\Planning\Master Planning | Continuation of DAXSE 3776577 – Incorrect Req. quantity in planned orders when using Min/Max coverage type |
| 3206080 | SCM\Planning\Master Planning | MRP – Track process tack duration is only logging info from 1 thread instead of all threads used |
| 3174478 | SCM\Procurement\Intercompany | Multi inter-company direct delivery |
| 3206456 | SCM\Procurement\Purchase Pricing | Modifying an existing trade agreement will not get picked up on subsequent PO lines |
| 3202895 | SCM\Production and Shop Floor\Batch Orders | Inconsistent reference for pegged supply – reference lot missing |
| 3197325 | SCM\Production and Shop Floor\Shop Floor Control\Time and Attendance | After calculation on approve form we get shorter absence time even if break is not paid break |
| 3181315 | SCM\Sales\Sales Orders | Sales lead time is not calculated correctly if order entry deadline has passed and tomorrow is a closed day in the calendar. |
| 3202268 | SCM\Sales\Sales Orders | Perf : 1 extra SQL call by “MCRSALESTABLE” after clicking “OK” button on “SalesCreateOrder” form is regressed due to DAXSE#3769105 |
| 3196208 | SCM\Sourcing\Requisition | Policies not working in Business Portal |
| 3198951 | SCM\Warehouse and Transportation\Warehouse Management\Pallets (WMSII) | Over picking changes ordered quantity |
| 3196838 | SCM\Warehouse and Transportation\Warehouse Management\Shipment Management | If a Picking location is assigned on a PO line and a Sales order is reserved against that PO line, you can incorrectly activate picking for the output order tied to the Sales order line even though no inventory exists |
| 3209851 | Server | Continuous dead locks in batch tables |
| 3208240 | SI\Project Accounting\FIM Integration | The sum of the Cost Prices of project transaction costs does not match the transaction-level cost price for project transactions in a foreign currency on a project contract with split funding rules |
| 3201474 | SI\Project Management\SCM Integration | Shipment Records not being created after installing KB 2917852 |
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Security Checklist – Implementing Dynamics AX
With everything that you need to implement AX 2012, one of the last things in the list (and on your mind) when you manage a sprawling team of developers, process owners, domain experts, third party vendors...(read more)![]()
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Default order setting on items has changed
I was setting up for a demo and I noticed that there has been a minor change in the way that you setup your default order settings.
Comparison from Dynamics AX 7 and Dynamics 365 for Operations
The...(read more)![]()
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Units and Unit Conversions
AX is very customizable, even for the quirkiest of situations. You could work for a company that has an item with a strange unit of measure (UOM) that isn't in the standard list of units that come with AX. You can add that new unit to your list of units in AX and still sell it, purchase it, inventory it - anything you can do to an item in AX can be done with your item that has a unique UOM! You can even create conversions between units that will help when you have a situation that requires it. Keep reading to find out more.
Units can be found in Organization administration > Setup > Units > Units. Here you will find the full list of Units that are available to use in AX. You can also see the parameters assigned to each unit such as Unit class, Decimal precision, and whether or not it's United States customary or Metric.
Unit conversions can be found in the same location as units, under Organization administration > Setup > Units > Unit conversions. They can also be found on the ribbon of your Released products screen in the Product tab under Set up. This can be accessed from the main Released products screen or from within your Released product. Released products can be found in Product information management > Common > Released products.
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Creating a New Unit in AX
Units can be found in Organization administration > Setup > Units > Units. Here you will find the full list of Units that are available to use in AX. You can also see the parameters assigned to each unit such as Unit class, Decimal precision, and whether or not it's United States customary or Metric.
 |
| This is where we define Units in AX. |
It is within this form that you can also create a new UOM for your company. This shouldn't be too frequent of an occurrence, but in the event that you do need it, it is available!
Select New to create a new Unit. I am going to create a Unit called a Carton. This is not a common UOM, but I do know a few things about it. It is a UOM that can be measured in a few different ways, by individual pieces and by weight. And I also know that the intention is to start selling Cartons of this product to our customers.
Once I create my new unit, I have to select the Unit class. Below is a portion of the Unit classes available for selection:
 |
| Some of the many classifications available for the creation of Units in AX. |
I am going to select Mass as the Unit class for my new unit Carton. Then I select None for System of units since this is a unit that is specific to my company and doesn't fall under the systems available. System of units is where we define if the unit is Metric or United States customary. This is not a requirement for the unit to function properly.
I can now create storage calculations, external codes, or unit conversions for my unit. One concept I enjoy working with in AX is the concept of Unit conversions, and I am going to focus on that next.
How to Create a Unit Conversion in AX
Unit conversions can be found in the same location as units, under Organization administration > Setup > Units > Unit conversions. They can also be found on the ribbon of your Released products screen in the Product tab under Set up. This can be accessed from the main Released products screen or from within your Released product. Released products can be found in Product information management > Common > Released products.
 |
| You can create a unit conversion on the item itself! This is also where you will apply a conversion to an item. |
There are many reasons why I may want to set up a Unit conversion in AX. One would be because I may sell my item by the Carton, but inventory it by the pound (lb). When setting up a new item in Released products, you do not have to use the same UOM for all of the UOM fields on the item! You can set all of them up differently, but if a unit conversion doesn't exist and the units are different, one will need to be created.
There are plenty of Standard conversions already created in AX. For example, there is a standard conversion set up for 1 g = 1000 mg. Likewise, there is also a conversion set up for 1 ft = 12 in and another for 1 in = 1/12 ft.
 |
| There are many conversions already set up in AX. You can see the conversion result at the bottom of the screen for each one. |
Since our new item doesn't conform to any standards or have any predefined conversions, we are going to create our own unit conversion.
There are two options when creating a new unit conversion. There are Intra-class conversions, which are items that use the same type of Unit class (Mass, Length, Quantity, etc.). There are also Inter-class conversions. These are units that are set up in different Unit classes.
I have created a fake item called 25# Carton of Stuff, item 98765. For this fake item, I know that the customer wants to buy it by the carton, but my company will inventory it by the pound.
Since I know that both of my units, carton and lb, are of the Unit class Mass, I know that I need to set this up as an Intra-class conversion.
When I set up a Unit conversion in AX, I have to specify an item on the conversion line. If I do not create a conversion, I will receive errors telling me that a conversion needs to be created for this item.
In my example, I use my fake item, item number 98765 - 25# Carton of Stuff, to show how to set up a 25 lb conversion.
When I set up a Unit conversion in AX, I have to specify an item on the conversion line. If I do not create a conversion, I will receive errors telling me that a conversion needs to be created for this item.
In my example, I use my fake item, item number 98765 - 25# Carton of Stuff, to show how to set up a 25 lb conversion.
 |
| Unit conversion setup between Carton and lb |
As you can see in my example above, I set it up to read as follows:
![Screenshot closeup of unit conversion formula 25.000*(1/1) from unit Carton = to unit lb]()
The conversion formula appears to be set up backwards, but if you look at the conversion result at the bottom of the screen, it does read 1 Carton = 25 lb.
 |
| Our conversion result shows that we can now switch between 1 Carton and 25 lb easily when this conversion is set up on an item. |
Now, I can go back into my item and set my Inventory UOM to lb and my Sell UOM to Carton. It will work seamlessly between the two, with the carton always weighing 25 lb due to the conversion.
As you can see, Carton is now available for me to choose on my item for my UOM fields because there is a valid conversion between the two items. I can choose to sell my item by the carton and inventory it by the lb or vice versa.
Setting up units and unit conversions to meet your business's needs can be a very powerful tool to leverage in AX. You can easily switch between units when needed and offer your customers the flexibility to use their own unit when ordering if it is different than the unit that your company uses. This unit will then follow the item all the way through the process to invoicing, which is a great tribute to your flexibility as a business. This is also beneficial for being able to work with your customers and vendors to provide the experience that they need with ease.
 |
| Carton is now available as a selection for Unit on my item where the conversion was created. |
As you can see, Carton is now available for me to choose on my item for my UOM fields because there is a valid conversion between the two items. I can choose to sell my item by the carton and inventory it by the lb or vice versa.
Conclusion
Setting up units and unit conversions to meet your business's needs can be a very powerful tool to leverage in AX. You can easily switch between units when needed and offer your customers the flexibility to use their own unit when ordering if it is different than the unit that your company uses. This unit will then follow the item all the way through the process to invoicing, which is a great tribute to your flexibility as a business. This is also beneficial for being able to work with your customers and vendors to provide the experience that they need with ease.
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Find position of item in container in ax 2012
To find position of item in container in ax 2012 you can get idea from below code. Confind method used to get position details of items for container.
container c ;
int i;
int j;
;
c=conPoke(c,1,"item1");
c=conPoke(c,2,"item2");
c=conPoke(c,3,"item3");
i = conFind(c, "item2");
j = conFind(c, "item3");
print "Position of 'item2' in container is " + int2Str(i);
print "Position of 'item4' in container is " + int2Str(j);
pause;
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Retail process modeling; Divide and conquer
I normally don’t share much that is considered as employer specific IP/tools, but today I will do an exception. At EG we have for years been focusing on how to address the business processes for the Retail industry, and how to name and classify these processes. By combining the structure APQC business process mapping and classification with the essential understanding on how to improve and implement the retail business processes. This means we have a that a predefined approach for scoping and planning retail implementations. The key to this model, is to ensure that we can have a good scoping and planning phased retail implementations based on the customers actual processes.
The top level in the EG Retail model we group all epic processes into “Management processes“, Operating processes” and “Support processes” as seen in the following picture. Then we have broken each process into sub-processes(Levels), pretty much according to APQC.
Level 1 – Operating processes
The Operating processes are the day-to-day processes taking place in at a retailer. We have divided the level 2 processes into 5 specific areas as seen in the figure below.
1. Category management is all about grouping products into hierarchies with similar properties and attributes. This makes it possible to give responsibilities and parameters on group levels, instead of on SKU level.
2. Sourcing and procurement is about making sure that we have the products available on the store/channels available for sale. This means working with vendors and producers, and to have clear planning strategies.
3. Retail logistics is processes that typical happens at the central warehouse, and when replenishment to stores is needed, then it is sent at the right time.
4. Omni channels is about being available to customers on multiple platforms and through the customers purchase experience. It stretches from brand awareness, store, web, mobile, loyalty and after sales processes.
5. Store operations is what is happening at the physical store.
Each of these level 1 the retail processes have been split into the following level 2 processes. In the column 1 we have the parent process, and below we have the sub-processes in the horizontal boxes.
We can further look deeper into the category management processes and we see the following level 3 sub processes. You can see the red boxes in the level 1, have been moved to the first column in level 2, and then the sub-processes are shown in the horizontal columns.
For each and every retail process we break the processes down to level 3 or level 4, and we then also decide on how we are solving each of these sub processes. This is done by color coding the processes. As you can see in the following picture, you see that most is solved in standard Dynamics 365, but also with some 3-party products. There are also processes that is not covered by the solution stack available currently.
At level 3 we have mapped each of these processes into APQC and into the LCS business process modeler. When we take the level 3 process called “Define categories” we have a relevant APQC process named 2.1.1, and this means that we(or APQC Members) can extract som KPI’s to allow us to define how this process are performing.
Together with APQC we can use these KPI’s to measure how good this process if performing, and also compare the process with similar retailers also using the same KPI’s. This tells us if the process needs to be improved to achieve more.
Microsoft released a new APQC library in November 2016, that is available in LCS, and here Microsoft have defined 3774 business processes and have 617 flow charts for Microsoft Dynamics 365 for Operations. This gives us a further ability to map the processes directly into Dynamics 365. Here I have searched for “category” to see what APQC and Dynamics 365 processes are supported.
Using the process mapping to create a implementation plan.
When we are working with our customers, we build a scope plan quickly, and define what processes we what to start with, and what to postpone into future projects. We can be clear about the how quickly the ROI can be, and that we can start on business processes where we today have low performing processes. In the sample scoping below, I show how we can start with the stores, then in project 2 enable the HQ suppy chain/replenishment and then finally start a project where logistics to the stores are in scope.
This means we can do project phased retail implementations within the budgets for the retailer. Each of the “Boxes” also contains process descriptions, VSTS backlog and task lists, UAT test scripts and workshop agenda’s. This means that when running a retail project, we don’t have to start with a blank whiteboard.
In addition the model have been mapped into Visual Studio Team Services. This means that the Retail model is also a implementation model for than can be used by project managers, consultants, developers, customer super users and stakeholders.
I hope this gives you some ideas on how we are approaching the retail market from a business process standpoint, and delivering our implementation as predefined repeatable services where Azure, Office365, LCS, VSTS, ODM and all the other good Microsoft services are used to the full extent.
Retail is detail, and the future is bright J
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Purchase requisition and vendor selection in Microsoft Dynamics 365 for Operations and AX 2012: Three lessons learned
Microsoft Dynamics 365 for Operations (a.k.a. AX7) and Dynamics AX 2012 control the use of the purchase requisition line very tightly. Some of the functionality may be surprising but turns out to be quite
logical. In particular, the user can not just ...read more![]()
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Dynamics 365 & Azure Iot Suite - Color Sensor Demo
Building on the same concepts from our last IoT video , in which we used a temperature sensor to monitor our shop floor machinery in real-time through Dynamics 365 and Azure IoT Suite, today we will explore...(read more)![]()
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Data Import/Export Framework “Group By” condition added
This post was written by David Cao
Importing data using the Data Import/Export Framework by default bundles records into equal groups for processing by each thread. This leads to issues like update conflicts for similar grouped records like journals, sales orders etc. The change is required to allow bundling to be based on a specified field (e.g. journal number or sales id) so that all the records pertaining to the group by reference are bundled in a single processing bundle. Moreover, this bundle should be grouped together as a single transaction based on user input. So, if there is error in one journal line, the entire journal should be aborted.
KB 3190293 (AX 2012 R3) https://fix.lcs.dynamics.com/Issue/Resolved?kb=3190293&bugId=3774856&qc=87210ec947017fd8650972952aae6dcc9b34b5dbd7ff05ad1bf8e6ebb7b6c966
KB 3188135 (AX2012 R2) https://fix.lcs.dynamics.com/Issue/Resolved?kb=3188135&bugId=3771655&qc=9a9e31a89dc8c30d87e4d36095a37810ff43742981743e1e6691c1127e565c5c
These hotfixes allow user option to select group by fields for a bundling operation. The user is also allowed to specify if the bundle is to be committed as one transaction or not. Please find the screenshots below:
/Data import export framework/Setup/ (Data import/export Framework parameters)
From X++, the group by fields can be defaulted by extending the method from DMFEntityBase.getDefaultGrouByFields e.g. for journal lines the return would be [JournalId, LineNum]. User can override the methods for new or old entities.
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Quick tip: FastTab summaries
The FastTab is the grouping of fields that you can collapse and expand. They replaced the vertical tabs in the older versions (even though some forms still use tabs). It made the forms grow vertically...(read more)![]()
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Dynamics 365 for Operations – Import Bank Statement using BAI2 format
***[BRIEF DESCRIPTION] ***
Import Bank statement for multiple bank using BAI2 format.
1. Login to Visual studio to download following files and save them in local drive:
2. Set up BAI2 bank statements format from System administration > Data management
3. Create Bank statement format from Cash and bank management > Setup > Advanced bank reconciliation setup > Bank statement format.
4. Create 3 bank account with Advance bank reconciliation setup from Cash and bank management > Bank accounts.
5. Import Bank statement from Cash and bank management > Bank statement reconciliation > Bank statements
1. Login to Visual studio to download following files and save them in local drive:
| Resource name | File name |
| BankStmtImport_BAI2CSV_to_BAI2XML_xslt | BAI2CSV-to-BAI2XML.xslt |
| BankStmtImport_BAI2XML_to_Reconciliation_xslt | BAI2XML-to-Reconciliation.xslt |
| BankStmtImport_BankReconciliation_to_Composite_xslt | BankReconciliation-to-Composite.xslt |
| BankStmtImport_SampleBankCompositeEntity_xml | SampleBankCompositeEntity.xml |
Go to Visual studio > resource
Search for BankStmtImport_BAI2CSV_to_BAI2XML_xslt
Verify BankStmtImport_BAI2CSV_to_BAI2XML_xslt is filtered
Double click on BankStmtImport_BAI2CSV_to_BAI2XML_xslt (to save the record)
Click on File > ‘save as’ to save the file in local drive.
Similarly search and save other files (mentioned above) in local drive
2. Set up BAI2 bank statements format from System administration > Data management:
Click Import.
Enter a name for the format, such as BAI2.
Set the Source data format field to XML-Element.
Set the Entity name field to Bank statements.
To upload import files, click Upload, and then browse to select the SampleBankCompositeEntity.xml file that has been saved earlier step in local drive.
Click the View map action for the entity.
Verify the Bank statements entity is a composite entity that consists of four separate entities. In the list, select BankStatementDocumentEntity.
Click the View map action.
Click New > Transformations tab
Click Upload file, and select the BAI2CSV-to-BAI2XML.xslt file that you saved earlier.
Click New
Click Upload file, and select the BAI2XML-to-Reconciliation.xslt file that you saved earlier.
Click New to create a new record
Click Upload file, and select the BankReconciliation-to-Composite.xslt file that you saved earlier.
Click Apply transforms.
3. Create Bank statement format from Cash and bank management > Setup > Advanced bank reconciliation setup > Bank statement format.
Click on new to create a new record
Statement format: BAI2
Name: BAI2
Processing group: BAI2
Set the File type field to txt
4. Create 3 bank account with Advance bank reconciliation setup from Cash and bank management > Bank accounts.
Click on new to create a new account
Bank Account: CBA1
Routing number: 400012
Bank account number: 222222
Main account: 110110
Name: CBA1
Currency: USD
Reconciliation > Advanced bank reconciliation: Yes
Reconciliation >Statement format: BAI2
Save the record.
Close the form.
Click on new to create another Bank account
Bank account: CBA2
Routing number: 400013
Bank account number: 333333
Main account: 110110
Name: CBA2
Currency: USD
Reconciliation > Advanced bank reconciliation: Yes
Reconciliation >Statement format: BAI2
Save the record.
Close the form.
Click on new to create another Bank account
Bank account: CBA3
Routing number: 400014
Bank account number: 444444
Main account: 110110
Name: CBA3
Currency: USD
Reconciliation > Advanced bank reconciliation: Yes
Reconciliation >Statement format: BAI2
Save the record.
Close the form.
5. Import Bank statement from Cash and bank management > Bank statement reconciliation > Bank statements
Click on import statement
Statement format: BAI2
Browse the file need to import
Click on upload from ‘import bank statements’ form
Click ok
NOTE: The bank accounts are created with numbers 222222, 333333, and 444444, so that is what needs to go into the BAI2 file. bank statements imported successfully after updating the bank account numbers in the bank statement import file to use bank accounts (222222, 333333, 444444), and left the bank account field blank in the import dialog.
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Data management – financial dimensions’ import
Dynamics 365 For Operations is using the “Data Management” module to import data for migration or to interface them from external tools.
In this article, I want to explain the Financial dimensions...(read more)![]()
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SQL scripts to check the MR integration
Support uses two scripts to help identify the current state of an integration and to review the integration history as well. These are useful in identifying how long the initial integration takes, knowing when the initial integration has completed, and reviewing the integration history to identify if any issues have occurred. The first script shows... Read more![]()
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Make it Your New Year's Resolution to Become an AX Expert | Attend AXUG Focus
AXUG Focus Offers Deep-Dive Training for your Role
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"New year, new me!" We've all heard that mantra before around this time of year. Instead of committing to daily gym visits or giving up chocolate (seriously, why do that to yourself?), we have the perfect New Year's resolution in mind for you: Register to attend AXUG Focus.
AXUG Focus is the perfect conference to launch your use of Dynamics AX to the next level. While AXUG Summit provides varying levels of education, regarding many different topics that are relevant to a larger audience, AXUG Focus concentrates on four very specific learning tracks - Finance, Technical, Supply Chain Management, Retail - and offers all sessions in a deep-dive, 90-minute format.
Toss aside your squeaky clean, never-been-used gym shoes, grab your scuba gear, and dive in deep at AXUG Focus! If you are interested in Power BI, you can also register for PBIUG Focus, held at the same location May 10-11.
Register now to save with Early Bird pricing until March 22.
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Want to save even more? Become a member of the Dynamics AX User Group (AXUG), the supporting organization behind AXUG Focus.
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REMINDER: AXUG FOCUS Call for Proposals are currently being accepted!
Click here to submit a proposal for Dynamics AX sessions. Deadline is January 13.
Also knowledgeable about Power BI? Click here to submit session ideas for PBIUG Focus.
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Blog originally posted on axug.com.
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Dynamics 365 for Operations Carryout Item and Pick up item in same Customer Order
Dynamics 365 for Operations MPOS now allows cashiers to add both Carry out and Customer Order items on the same transaction. In previous versions of MPOS and EPOS, these required separate transactions for a cash and carry and one for a shipment\pick-up.
To create a transaction in MPOS that contains both a Carry Out item and a Shipment item, do the following:
In MPOS:
1.) Add your items to the cart (0001 and 0002)
2.) Add the customer to the cart (1001)
3.) Select Orders
Note: that there is a operation button for “Carry out all”, “Carry out selected”, “Pick up all”, “Pick up selected”, “Ship all” and “Ship selected”.
4.) Select the Pick up selected operation button
5.) Select Customer order as the kind of order you want to create.
Note: If you select Carry out selected first, you will be prompted to select the type of order you want to create and you will only receive the option of “Customer order”
6.) Select the item you want to be your “Pick-up” item and click the OK checkbox
7.) Select the store for the Pick-up, like you normally would for a Customer order
8.) Select the date for the Pick-up
Note: You can see you have the deposit for the one Pick-up item and the Pick up Delivery Method displays on the line.
9.) Next, select Carry out selected
10.) Select the item that does not have the Delivery method.
11.) Click the OK button
The Total due now includes to the full amount for the Carry out and the deposit for the Pick up item.
12.) Tender the transaction to create the Customer Order
13.) For the Pick-up, select Recall order
14.) Select how you want to search for the order
I select search by customer number 1001
15.) Select the Customer Order that was just created and click Picking and packing
16.) Select Pick up
17.) In the Pick up products form, you should see the correct item to pick up and the Sales order number. Click Pick up
18.) Pay the remaining deposit due. The carry out item will have a 0.00 total.
19.) Tender the transaction
In Dynamics 365 for Operations:
Navigate to Accounts Receivable > Orders > All sales orders and select the Sales order
Note: The Sales order was created with the Customer Order operation, so it was created with the Real Time Service.
The lines are Invoiced.
Note: When a Cash and Carry is processed on a Customer Order, this is also processed Real-time and not created through the statement process.
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