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How to Upgrade Reporting, Budgeting, Dashboards, and Data Warehouse Processes with CPM in the Future

February 1, 2018, 4:02 pm
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While corporate performance management (CPM) vendors continue to innovate and create powerful features that may not even have been requested by their customers yet, your organization most likely has to some research to do while vendors work on delivering the CPM tools that will optimize their customers’ decision-making.

Almost no companies today are close to “CPM Nirvana.” They struggle from the burden of maintaining report writers across their different systems and a lack of corporate dashboards with calibrated KPIs. This article will provide insight into some key features to anticipate from CPM tools in the future, and it will cover areas you can prepare today so that you are ready to take advantage of this functionality and to help you drive world-class decision-making across your organization.

Image taken from Shutterstock.

Your Roadmap and Anticipated Future CPM Functionality

Companies won’t simply replace their old, often specialized CPM solutions with new ones as needs occur. Instead, they’ll start with a detailed analysis of what type of information, in what type of format and with what kind of support their executives as well as information workers need in order to optimize their decision-making capabilities.

Executives will put high priority on their future CPM platform project because they know that a well-planned and executed CPM implementation will function almost like an exoskeleton for the company, surrounding every decision-maker with technology to assist them in making smart decisions efficiently, just like an exoskeleton works to strengthen the speed and power of the human body.

CRM systems typically have incomplete information about campaigns, customers, leads, and opportunities. Accounting systems often have poorly filled-out chart of accounts, or have transaction entries that don’t have customer, product, or project information that you need. Data problems are almost always prevalent throughout an organization’s transaction systems. So, by understanding the importance of good, clean data today, executives can strongly support the re-implementation or purchase of new transactions systems that then will help drive extremely powerful CPM implementations in the future and that will enable world-class decision-making and resulting success.

CPM Platforms in the future

The most successful BI platforms will have all of the following characteristics:

Extraction, Transformation and Loading (ETL)

Your CPM solution is only as good as the data you can load into it, as well as how timely your data is. Therefore, the CPM tools of the future will increasingly offer powerful data loading functionality that is able to easily connect to the APIs of your various transaction systems and load data into the CPM solution automatically on-demand as well as on a schedule.

Business Data Warehouses

One of the reasons why organizations today are not able to give their employees great, timely, on-demand information to support good decision-making is that their data is stuck in various on-premise and cloud data sources, and each one has a separate reporting and analysis tool. This “information handicap” can be fixed by implementing a flexible business data warehouse to handle key financial and operational data. CPM platforms of the future will wipe out the need to design such data warehouses in-house.

All Inclusive, Web-based CPM Portals with Apps

As mentioned above, one of the biggest CPM issues faced today is that users need to access several reporting tools as well as compile spreadsheets to retrieve and present the data their decision-makers need. In addition to the critically important ETL and data-warehouse components, all successful CPM platforms of the future will provide a single web portal user-interface where CPM functionality or modules (“apps”) can be installed on demand.

To read more about How to Upgrade Reporting, Budgeting, Dashboards, and Data Warehouse Processes with CPM in the Future, click here.

Related Posts

  1. Cloud-based CPM Rules Now and the Future
  2. Is Forecasting More Important Than Budgeting?
  3. IT as an Important Partner in Cloud and On-Premises Technology Management

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Microsoft Dynamics Partner Roundup: Nordic expansion; New Stratos Cloud ally; GOV CRM training; Cloud-based CRM for UK NFP; Doc management update

February 2, 2018, 6:25 am
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In this week's Microsoft Dynamics Partner News Roundup: Sonata Software forms partnership with IZARA to further its Nordic ambitions DCAA Solutions, Inc. joins SCA as the latest Dynamics 365 Marketplace partner On-demand ...read more
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PowerShell script to toggle Maintenance mode

February 2, 2018, 12:39 pm
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In order to change licence configurations on Operations, you need to toggle maintenance mode on or off. This can be done using a Setup tool, but on the development machines where we do not have local admin rights, the only solution would be to hack the database, like Kurt Hatlevik shows us in this blog post.

In this post I will show how you can toggle maintenance mode on or off using PowerShell. The script is intended for OneBox environments. Just paste it into a new ps1 file for future use, or run it through PowerShell ISE.

DISCLAIMER: Don't run this unless you are prepared to take the heat from restarting the entire web application. It stops and starts the web server.

function ToggleMaintenanceMode()
{
    $parm = @{
        ServerInstance = 'localhost'
        Database = 'AxDB'
        Query = "UPDATE SQLSYSTEMVARIABLES SET [VALUE] = IIF([VALUE]=1, 0, 1) WHERE PARM = 'CONFIGURATIONMODE'"
    }

    Get-Service "W3SVC" | Stop-Service -Force
    Invoke-Sqlcmd @parm
    Get-Service "W3SVC" | Start-Service  

    $parm.Query = "SELECT [VALUE] FROM SQLSYSTEMVARIABLES WHERE PARM = 'CONFIGURATIONMODE'"
    $result = Invoke-Sqlcmd @parm
    [int]$value = $result.Value

    Write-Output "Configuration mode $(('disabled','enabled')[$value])"
}

ToggleMaintenanceMode

The script shows you how you can easily run SQL commands, and even retrieve values back to your PowerShell script.

Enjoy!

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Installing a Software Deployable Package (SDP) using PowerShell

February 4, 2018, 11:22 am
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Now the PowerShell involved here is miniscule, so don't expect much. But I'm going to post this either way.

You will most likely install Software Deployable Packages using LCS, as outlined on the official docs, so why would you need a PowerShell script for this? It so happens that you need to install the package manually if you for example need to upgrade from 7.2 to 7.3 of Operations.

You download the package from LCS. After unblocking the zip-file, and extract it somewhere. I typically extract it on the Temporary Drive, the D-drive. Then you simply need to run this small script to initiate the installation locally.

#Requires -RunAsAdministrator

function InstallSDP()
{
    $BinaryPackageLocation = 'D:\Update'
    $Installer = $('{0}\AXUpdateInstaller.exe' -f $BinaryPackageLocation)

    if (Test-Path -Path $Installer)
    {
        Set-Location $BinaryPackageLocation
& $Installer 'quickinstallall' 2>&1 | Out-String
    }
    else
    {
        Write-Output $("No update found in {0}" -f $BinaryPackageLocation)
    }
}

InstallSDP

Now, this will not work unless you have local admin rights. So the yes, that means if you plan to run the 7.2 to 7.3 upgrade, you need to run it on a machine where you have local admin rights. This is pointed out in question 14 on Robert Badawys FAQ on the matter.

Notice I am using the "quickinstallall" command here, and this is only applicable for OneBox Developer VMs.

So what about "devinstall"-command? You cannot use the devinstall for the upgrade package, but you can use it in other scenarios where you install customization packages and hotfixes. It was introduced in Platform Update 12, and is intended for use without the need for local admin privileges.


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How to extend trail period on D365 Finance and operation Dev box vm.

February 4, 2018, 11:22 pm
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Today, I login Dev box Vm and found trail period is expired. I follow following steps to extend its period. These are common step, but lets document it.

So I open PowerShell run as administrator.

And write following command

slmgr -rearm

Command is successfully executed and I got following message

So restart the VM.

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MetaData Search D365 for Finance and Operations.

February 4, 2018, 11:54 pm
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Microsoft Dynamics Webcasts, February 5 – 9, 2018: Get started with Automated AP; CRM VARs can't ignore CSP

February 2, 2018, 12:19 pm
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Here's what's happening on this week's live webcast schedule. Register to attend live or get access to the recorded event. Wednesday, February 7, 2018 Automating Accounts Payable - A Guide to Getting Started 12:00 PM EST Register ...read more
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Accountants’ New Year’s Resolutions (2018 Edition) from Binary Stream

February 5, 2018, 9:18 am
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Accountants New Year's Resolutions

New Year’s has always been a time for reflecting on the past, and more importantly on planning for the coming year. It’s a time to formulate the changes we want (or need) to make and the resolve to follow through on those changes. An accountants new year's resolutions can be simple, but also can be very complex.

Common personal resolutions include being more fit, losing weight, learning something new, eliminating debt… But what about business resolutions? And more specifically business resolutions from the accountant’s perspective?

CPA Trendlines

Across the board, more time is needed, more organization, more improvements, better planning, and more technology. Perhaps all that is really required is a suite of integrated solutions to automate and simplify the list of all you need to accomplish. It's easy to do it through extending the robust capabilities of your Dynamics ERP?

2018 Resolutions – from the Accountant’s mouth:

  • Work, work, and work, because of so much competition and unemployment
  • To remain as flexible as possible until a clear plan for taxes, exceptions, and thresholds are defined.
  • Take Career to a new level.
  • Personally, to lose 20 pounds.
  • Take charge of my own practice. Automate as much as possible.
  • Focus on the firm as a business, the development of our people and on client services.
  • Try not to work so many hours in 2013. Try to stay calm and keep my blood pressure down. Work smarter.
  • Plan Projects better; Initiate Succession Planning.
  • Improve work-flow systems to enhance efficiency without incurring additional payroll costs.
  • Exercise throughout tax season, sleep more, worry less

Continued...

  • Plan to retire.
  • Increase business.
  • Improve balance & enhance personal internal strength.
  • Move more toward the paperless environment.
  • Push to get things in & out earlier.
  • Use more technology.
  • Grow, increase professional services (increase sales and profits).
  • Focus on client experience – everything we do
  • Be more organized.
  • Manage clients' due dates better.
  • Be more productive by working on projects in blocks of time, rather than reacting to a client’s call, or request.

Excerpts from CPA Trendlines web-post. For the full article, click here:

 

Written by Maria Louie, Marketing Specialist, Binary Stream Software

 

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How to extend trial period on D365 Finance and operation Dev box vm.

February 4, 2018, 11:22 pm
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Today, I login Dev box Vm and found trail period is expired. I follow following steps to extend its period. These are common step, but lets document it.

So I open PowerShell run as administrator.

And write following command

slmgr -rearm

Command is successfully executed and I got following message

So restart the VM.

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The Significance of Inventory Lead Time for Manufactured items in Microsoft Dynamics AX & 365 for Finance and Operations, Enterprise

February 5, 2018, 1:03 pm
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The inventory lead time for a manufactured item can serve one or more purposes for modeling supply chain activities.  It typically represents the fixed lead time for the item's production orders, but the significance of this fixed lead time depends ...read more
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Managing Off-Site Warehouses at Manufacturers using Microsoft Dynamics AX & 365 for Finance and Operations, Enterprise

February 6, 2018, 8:20 am
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Many manufacturers face the challenge of managing transfers between a manufacturing plant and nearby off-site warehouses for raw materials or finished goods or both, typically motivated by the need for additional warehouse space. This scenario differs ...read more
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How to Install Dynamics 365 for Finance and Operations Platform Update on a Disconnected Local Developer VM

February 6, 2018, 11:59 am
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Steps to Install Dynamics 365 for Finance and Operations Platform Update on Local Developer or a Demo VM

Greetings Dear Friends!

Hope you all had a great start to 2018! :)  

It's been a while, since I did a blog post. The reason being super busy with implementing Dynamics 365 For Finance and Operations and Retail for few clients of mine. As, I'm now doing consulting for my own business, it really gets hard to find time to do a detailed blog post.

In the last 3 years since Dec 2015, I have been extensively working on the new version since it was called Dynamics AX 7 on TAP Programs, delivering training to partners and customers, Implementing and Upgrading to Dynamics 365 For Finance and Operations, Implementing Dynamics 365 For Retail and integrating between CRM (Sales) and Operations via Common Data Services. I will share that experience in a different blog post.

For now, Let's get started with this post. In this particular post, I'm putting down the steps involved to install Platform Update 11 on a Local Developers VM.   

Microsoft is doing a pretty good job with their docs site where they have listed the instructions on how to do a PU on Cloud and disconnected VMs. Have a look at the link below

Apply the latest platform update to your Microsoft Dynamics 365 Finance and Operations environment

My post supplements Microsoft's documentation and additionally it lists down the steps with some more details and screenshots and towards the end of this post, you will notice how I validated and verified if my PU installation was successfully done.

a.       Download the latest platform update package (zip) file from LCS

b.       Go to LCS >  Your Project and then navigate to Asset Library by clicking on the breadcrumb bar

c.       Once you are in the Asset Library page, click on Software deployable package as shown above.           will start downloading the package. Note it’s around 700 MB so it might take 5 to 10 mins 
       depending on your bandwidth, to download.

d.       Once it’s downloaded copy the Platformupdate.zip file into your local vm and Extract the zip                file to your local drive (I created a folder called PlatformUpdate11)

e.       Next, Open the DefaultTopologydata.xml file from E:\PlatformUpdate11\AXPlatformUpdate
          Replace the machine name from the localhost to your VM name
 






f. 
g.     Open command prompt from the VM (as Admin), and then navigate to the Extracted folder to run the command AxUpdateInstaller.exe list (This will help to determine the components and their versions which are installed on your local dev box)




h.      










    Prepare the string for <ServiceModelList> as shown below

<ServiceModelList>
        <string>AOSService</string>
        <string>ALMService</string>
        <string>BIService</string>
        <string>DevToolsService</string>
        <string>DIXFService</string>
        <string>MROneBox </string>
        <string>PayrollTaxModule</string>
        <string>PerfSDK</string>
        <string>ReportingService</string>
        <string>RetailCloudPos</string>
        <string>RetailHQConfiguration</string>
        <string>RetailSDK</string>
        <string>RetailSelfService</string>
        <string>RetailServer</string>
        <string>RetailStorefront</string>
        <string>SCMSelfService</string>
</ServiceModelList>

i.         Your final DefaultTopologyData.xml should look as below:

       













j.        Generate the runbook

AXUpdateInstaller.exe generate -runbookid="LocalDev-runbook" -topologyfile="DefaultTopologyData.xml" -servicemodelfile="DefaultServiceModelData.xml" -runbookfile="LocalDev-runbook.xml"


k.       Import the runbook file

AXUpdateInstaller.exe import -runbookfile="LocalDev-runbook.xml"

l.        Verify the runbook file

AXUpdateInstaller.exe list

      Execute the runbook

AXUpdateInstaller.exe execute -runbookid="LocalDev-runbook"
This will take some time as it starts executing each of the steps in the runbook.

The most time consuming step as per my observation is backup of the AOS Service

After 15 to 20 mins, it will come up with a message Everything is OK and will be static for more than 15 mins, but don’t abort it, still the scripts are running in the background, Let it finish.


After 2.5 hours, it progressed to the next Step 27


Once you notice, The step completed message and it comes back to the prompt, that means all the steps in runbook are executed and now you can move on to the next command


n.      Export the runbook

AXUpdateInstaller.exe export -runbookid="LocalDev-runbook" -runbookfile="LocalDev-runbook.xml"

Exporting the runbook will be useful for future references:
o    For e.g. to analyze the downtime requirements for production, and so on.
o    To send the file to Microsoft in the event of failure to install a deployable package.

o.      Verify if the components are updated correctly.

Run AxUpdateInstaller.exe list command and see the updated components. Note the difference in version numbers

Update 11:





p.       










    Also note, your Visual Studio Extension for D365 gets automatically updated as part of the Update 11

How to check new VS Extension:

Open Visual Studio -> Go to Help > About Visual Studio and check in installed Products list. We should be able to see the latest version of the VS Extension – Dynamics 365 Unified Operations Platform 7.0.4679.3516






















Check the update PU 11 version from the browser:

















That's all for now. Hope it gives you an idea on how to do a PU Update on a Local Developer's VM. Note, each PU Update may have slight differences here and there, so I always recommend to visit the Microsoft docs site to get the up-to-date documentation before you perform these steps.


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January 2018 Release – Dynamics AX2012 R3 update

February 6, 2018, 12:12 pm
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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 & Transportation, Master planning, Service Management, BI and Reporting, Procurement, Sales, Client, Server, SI, Project Accounting, Inventory, Retail, DIXF, APAC, Europe and LATAM localizations. Please see the full list of hotfixes below to search for your specific issue newly included in this release. This release is a cumulative package including all other fixes released in the prior CU13 update. This release is intended to give visibility into fixes recently shipped for R3, including some features and design changes that are newly released in this month.

Here are a few details related to this release:
• Primary Build: 6.3.6000.4281
• Number of Application hotfixes: 141
• Number of Binary hotfixes: 21

Details of the install process can be found here: https://technet.microsoft.com/en-us/library/hh538446.aspx#PackageR3

What is included in this month’s release?

KB DetailsDescription of issue or change request Description of enhancement
KB_4077382A country specific update for Mexico addresses the generation of CFDI invoice 3.3 for foreign customers with the related complement of foreign trade.The changes in the hotfix enable the update for the generation of CFDI foreign trade complement for Microsoft Dynamics AX 2012 R3 in Mexico localization.
KB_4074643Organizations that process personal data may be required to conduct Data Protection Impact Assessments (DPIAs).This change will modify the user log form and expose the column RolesWithAccessToSensitiveData. A non-empty value will signify that the user had access to sensitive data and the content will list which roles. This allows for basic filtering capabilities for who has access to sensitive data.
KB_4072642New regulatory requirement:

New fields (304 and 310) should be properly displayed in the Finnish layout of the "Sales tax payments" report

Field 304 should be included into calculation of field 308 value (with + sign)

Field 310 should be included into the report

KB_4056937The 1099-S form is updated. What before is considered the S-5 field is now the S-6 field. In its place, there is an added field that indicates whether this is a foreign contract vendorThe changes in the hotfix enable the update for the 1099-S form for 2017.
KB_4075064The system takes about 5 minutes or more to export the on-hand inventory data for a lot of items to excel when multiple dimensions are selected.The changes in the hotfix modify the SQL store procedure and cache to improve the performance.
KB_4073315When you run the pegging event processing with multiple threads, it fails due to conflicts between threads.The changes in the hotfix separate the schedule update into a separate step that runs once after all kanbans are deleted/created.
KB_4058497When you try to get stamp for a payment journal, if the invoice and payment are in different currency, you receive the following error message:

"The field TipoCambioDR (Exchange rate) should   be registered."

 

The changes in the hotfix implement a logic for scenarios when the invoice and payment are in different currency.
KB_4057507GDPR - data privacy.

Software Quality Metric (SQM) data should not be collected for AX2012 R3.

This change turns off the data collection from the Dynamics AX client side.  The data storage is already disabled from the Microsoft system.
KB_4056872This country specific update for Brazilian localization addresses the generation SPED fiscal layout 012 applicable for 2018 in Microsoft Dynamics AX 2012 R3.The changes in the hotfix enable the update for Brazilian Sped EFD ICMS/IPI layout 012 for 2018 in Microsoft Dynamics AX 2012 R3.
KB_4057856A new version of the Dutch Taxonomy (NT12) must be supported in SBR reports starting from the January 2018 in Microsoft Dynamics AX 2012 R3.The changes in the hotfix allow you to generate ICP (EU sales list) and OB (VAT declaration) in XBRL format in accordance to the Taxonomy version NT12.
KB_4058732This hotfix enables the changes in the printing and electronic formats of land tax declaration which are registered in Justice MinistryThe changes in the hotfix complete the following updates:
  1. Template land tax declaration.
  2. Output to Excel and xml files.
KB_4052313This country specific update addresses the generation of CFDI packing slip (Traslados) for Microsoft Dynamics AX 2012 R3 in Mexico localization.The changes in the hotfix add a logic for generation CFDI documents during a packing slip posting and a transfer order shipment.
KB_4057199companies in Italy from the beginning of the 2018 year must include into the Sales tax report information about the original extra-EU vendor in relation with the customs declaration for this vendor.

 

It was agreed with partners to use the tax-exempt number on the invoice posting for this purpose, but the Sales tax report should be adapted, respectively.

The changes in the hotfix resolve the issue as following:

1. Add a new parameter on Vendor register: Accounts payable > Vendors > All vendors > Vendor

Vendor profile tab, new field (a check box): Original vendor in reporting

2. Add check on report generation of General ledger > Periodic > Sales tax payments> Sale tax (Italy)

If new parameter of Original vendor in reporting is marked, the following fields values should be taken from an invoice journal:

  • Name - Company name from the Tax-exempt numbers table related to the tax exempt number in the invoice;
  • Tax exempt number - Tax exempt number related to the invoice value;
  • Fiscal code - blank.
KB_4074644Master planning improvements in relation to safety stockThe KB addresses the over-replenishment and the early replenishment caused by safety stock de-prioritization. This fix applies to all replenishment modes (Requirement, Min/Max and Period), in case of regenerating the plan. For net change/CTP, the KB only applies in the case Requirement coverage code is used. This fix applies to item with and without expiration dates.
KB_4078375The CFDI document is rejected due to the changes in the PAC service.

 

The changes in the hotfix avoid setting zero value to the TotalImpuestosRetenidos attribute.
KB_4014357Starting from year 2018 new report about employee’s seniority "SZV-STAZH" for Pension fund is introduced.The hotfix enables a new report SZV-STAZH for Pension fund.

 

Fixes Released

KB NumberComplete Feature PathTitle
KB_4058375\AX RetailBrazil/BRA: Cannot issue NFC-e correctly with an identified foreign customer
KB_4073676\AX RetailUnexpected behavior of AR auto settlement in Retail parameters
KB_4074989\AX Retail"Batch Header object not initialized" error when posting a retail statement for cash and carry transactions
KB_4076525\AX RetailGST doesn't update while recalling a transaction
KB_4077979\AX RetailCannot do customer account deposit
KB_4073115\AX Retail\Solution\Call CenterChanges on unit price on SO lines aren't saved
KB_4073678\AX Retail\Solution\CDX and Data managementCannot clear the statements due to duplicated safe drop records after resetting replication counter
KB_4057714\AX Retail\Solution\Channel management\Retail StoresLoyalty points are incorrectly calculated when prices not including taxes
KB_4077740\AX Retail\Solution\Channel management\Retail Stores"Cannot create a record" error when publishing retail assortment default organization hierarchy after applying hotfix KB4013976
KB_4076518\AX Retail\Solution\Financials\Statement Calculation"Lot ID is not" error when non-stock item returns are included
KB_4078434\AX Retail\Solution\Inventory management\Buyer's PushThe focus refreshes to incorrect line when entering a new line on the Retail Buyer's push form
KB_4058556\AX Retail\Solution\Order management"The cross-docking quantity" error with unit of measure conversion
KB_4057942\AX Retail\Solution\Order management\Order Creation, Visibility and (Cross-Channel) Changes in Store or POSUsing a SO ID as another order's reference causes searching order issue
KB_4077761\AX Retail\Solution\Order management\Order Creation, Visibility and (Cross-Channel) Changes in Store or POSCannot complete the return order when the timeout error occurs in the return order process
KB_4076526\AX Retail\Solution\Order management\TaxesMPOS tax calculated incorrectly when GST and PST taxes are used with a flat fee sales tax code with the calculate before sales tax option enabled
KB_4073514\AX Retail\Solution\Store operations and POSUnit of measure assigned is set to only 2 decimal places instead of 16
KB_4075189\AX Retail\Solution\Store operations and POSInconsistent behavior between the RetailTransactionSalesTrans table and SalesLine tables.
KB_4075190\AX Retail\Solution\Store operations and POSVoided line isn't maintained in Sales Line table
KB_4074793\AX Retail\Solution\Store operations and POS\Gift cardsIntercompany gift card postings are missing
KB_4076905\AX Retail\Solution\Store operations and POS\InfocodesRetail info code on customer isn't prompt on MPOS
KB_4073473\AX Retail\Solution\Store operations and POS\Offline ModeTax and net amounts are missing from MPOS offline transactions
KB_4072714\AX Retail\Solution\Store operations and POS\Sales, Returns and Other TransactionsWrong Business Date for transaction posted in POS exactly the same as value of "End of business date" parameter
KB_4074742\AX Retail\Solution\Store operations and POS\Sales, Returns and Other TransactionsYou should be prevented from going into payment form until all scanned barcodes are processed
KB_4076666\AX Retail\Solution\Store operations and POS\Sales, Returns and Other TransactionsDocumented price isn't considered for return when returning an item with no price and "Must key in price if zero"
KB_4076990\AX Retail\Solution\Store operations and POS\Sales, Returns and Other TransactionsCannot post a customer order in POS due to custom financial dimension
KB_4077526\AX Retail\Solution\Store operations and POS\Sales, Returns and Other TransactionsTax calculation is wrong in exchange transactions
KB_4077739\AX Retail\Solution\Store operations and POS\Sales, Returns and Other TransactionsSales tax can be overridden even though not applicable "Sales tax override group" is set
KB_4073518\AX Retail\Solution\Store operations and POS\UX - MPOSMPOS takes more than 2 mins to show MPOS main screen
KB_4082867\AX Retail\Solution\Store operations and POS\UX - MPOSInvalid for the deposit paid amount once to including a part of void payment
KB_4074740\AX Retail\Solution\Store operations and POS\Workers and loginLock register operation in EPOS allows to logoff with not finalized sales transaction
KB_4057621\AXL\APAC localizationsUnited Kingdom/GBR: Intercompany sale isn't flagged as an export order
KB_4058454\AXL\APAC localizations\ChinaChina/CHN: Missing project invoices in Open customer invoices form when created in a company
KB_4074802\AXL\APAC localizations\IndiaIndia/IND: The numerals To Txt_IN returns incorrect value if amount is more than 10 digits
KB_4074575\AXL\APAC localizations\JapanJapan/JPN: Excel Add-in terms of payment cannot be imported when payment method is Cutoff day
KB_4074560\AXL\APAC localizations\Singapore Malaysia and ThailandThailand/THA: Reversal of Unrealized VAT doesn't match when transaction currency is different from tax code currency
KB_4074561\AXL\APAC localizations\Singapore Malaysia and ThailandThailand/THA: Reversal VAT transaction isn't summarized by tax invoice number when inquiring output VAT report
KB_4057321\AXL\Europe LocalizationsItaly/ITA: "Importo" and "PrezzoTotale" value are wrong in case of misc.charges per lines
KB_4057618\AXL\Europe LocalizationsSwitzerland/CHE: BBA is required even when customer bank account has IBAN and SWIFT
KB_4054120\AXL\Europe Localizations\BelgiumBelgium/BEL: Issue when filtering in a posting journal
KB_4073784\AXL\Europe Localizations\BelgiumBelgium/BEL: "The statement number/bank account" error when importing a CODA file for foreign IBAN bank numbers
KB_4074804\AXL\Europe Localizations\BelgiumBelgium/BEL: "Sales tax transactions re sales" report with same voucher is used two different companies
KB_4058357\AXL\Europe Localizations\DenmarkDenmark/DNK: System generates tax group in the OIOUBL file with 0 amount
KB_4074551\AXL\Europe Localizations\Eastern EuropeSweden/SWE: Sales order line reloads in an Eastern Europe legal entity
KB_4057200\AXL\Europe Localizations\Eastern Europe\HungaryHungary/HUN: Date of VAT register field is empty on vendor invoice in Hungarian country context
KB_4058468\AXL\Europe Localizations\Eastern Europe\LatviaLatvia/LVA: VAT declaration generates a wrong XML file for prepayments equal to invoices
KB_4058328\AXL\Europe Localizations\Eastern Europe\PolandPoland/POL: Polish Tax Vat Register report takes more than 11 hours to generate when rendering many rows
KB_4058470\AXL\Europe Localizations\FranceFrance/FRA: Transaction list by account report has wrong design on PDF
KB_4072648\AXL\Europe Localizations\FranceFrance/FRA: Wrong E-Invoice information on Accounting Customer Party
KB_4073322\AXL\Europe Localizations\FranceFrance/FRA: E-Invoice is rejected due to scheme ID format
KB_4074547\AXL\Europe Localizations\FranceFrance/FRA: E-Invoice UBL version 2.1 should be used
KB_4074549\AXL\Europe Localizations\FranceFrance/FRA: E-Invoice sales contact name is missing
KB_4074550\AXL\Europe Localizations\FranceFrance/FRA: E-Invoice service code is missing
KB_4074803\AXL\Europe Localizations\FranceFEC shows incorrect information in column SENS for reversed transactions
KB_4077785\AXL\Europe Localizations\FranceFrance/FRA: Supplier Party Tax Scheme tag shows wrong E-Invoice information
KB_4043027\AXL\Europe Localizations\ItalyItaly/ITA: Periodic VAT communication rounding issue for transactions in a foreign currency
KB_4053512\AXL\Europe Localizations\ItalyItaly/ITA: XML file size issue in Purchases and Sales Invoices Communication for Italy
KB_4072350\AXL\Europe Localizations\Russian FederationRussia/RUS: Settle open transactions form displays only credit value line after importing statement
KB_4073648\AXL\Europe Localizations\Russian FederationRussia/RUS: "A critical error has" error when invoicing project proposal
KB_4073181\AXL\Europe Localizations\Russian Federation\Cash BankRussia/RUS: Payment schedule journal is incorrect
KB_4074573\AXL\Europe Localizations\Russian Federation\Sales taxRussia/RUS: No sales tax adjustment while invoicing
KB_4074784\AXL\Europe Localizations\SpainSpain/ESP: Credit invoices without corrected invoice number contains "Facturas Rectificadas" node in a SII file
KB_4076751\AXL\Europe Localizations\SpainSpain/ESP: Wrong tag is contained in an xml file
KB_4074653\AXL\Europe Localizations\SwitzerlandSwitzerland/CHE: Elements in Swiss ISO20022 CT don't match regular expression facet with "Underscore" character
KB_4074565\AXL\Europe Localizations\United KingdomUnited Kingdom/GBR: VAT report shows wrong information in Box 4 when there is a Pct. tax exempt and actual tax is manually modified
KB_4058959\AXL\LATAM Localizations\BrazilBrazil/BRA: "Cannot edit a record" error when trying to delete a new warehouse set as our stock at third-party establishment
KB_4072865\AXL\LATAM Localizations\BrazilErrors when executing the "Import XML files from email" feature with system retrieving many email messages
KB_4074779\AXL\LATAM Localizations\BrazilBrazil/BRA: No invoice data is exported when generating a SPED contributions file after applying hotfix KB4052311
KB_4058016\AXL\LATAM Localizations\MexicoMexico/MEX: Payment complement XML file for settlement adds sales tax in the SubTotal field instead of decreasing them
KB_4058475\AXL\LATAM Localizations\MexicoMexico/MEX: Error when trying to stamp an invoice with sales tax exempt
KB_4063337\AXL\LATAM Localizations\MexicoMexico/MEX: "The field with ID" error when posting a project invoice proposal
KB_4073213\BI and Reporting\SRS ReportingPrinting the same report multiple times in the row exhibits inconsistent performance even in a single user mode
KB_4077756\ClientGDPR - Updated privacy statement for AX2012 R2
KB_4057653\Client\FormsTooltip in fixed asset grid is incorrect when fixed asset group is the same in more than one legal entity
KB_4073669\Client\Office Add-ins"This request requires buffering" exception when uploading an attachment to SharePoint directory
KB_4057350\Developer and Partner Tools\DIXFCannot enter company-specific main accounts settings when main accounts are imported from DIXF entity
KB_4073212\Developer and Partner Tools\DIXFTill layout designer isn't displayed according to the retail roles users
KB_4073695\Developer and Partner Tools\DIXFSame numbers are used in manually created POs when using "Auto-generated" in the PurchId field
KB_4036942\GFM\Accounting FrameworkAccounting source explorer displays incorrect information when comparing with the voucher of project purchase order that has retention with a multi currency
KB_4045867\GFM\Accounting Framework"Changes have been made" error when trying to process the Purchase order year-end functionality
KB_4074628\GFM\Accounting FrameworkPO carry forward in multiple years doesn't create the closing and opening transactions for the encumbrance
KB_4074572\GFM\Accounts PayableCredit memos and how they are entered on an invoice journal can cause an overstating of 1099 amounts
KB_4048702\GFM\Accounts Payable\ReportsThe "Accrued purchases" report doesn't show product receipt for a Cutoff date prior to them being canceled
KB_4077892\GFM\Accounts Payable\ReportsTax 1099 summary report doesn't have IRS reportable field flipped when 1099 field value is changed to a higher value
KB_4073657\GFM\Accounts Receivable\Free Text InvoiceDue date calculation is incorrect
KB_4057888\GFM\Accounts Receivable\ReportsTotal amount is shown wrong on the History by transaction report
KB_4073764\GFM\Accounts Receivable\ReportsInternal account statement report stops working
KB_4023869\GFM\Accounts Receivable\Sales Order InvoicingNo dimensions on customer cash discount when sales order is posted with "Cash payment" term
KB_4041005\GFM\Accounts Receivable\Sales Order InvoicingSO including negative and positive lines with same value has incorrect transactions
KB_4039207\GFM\Budget\Budget PlanningBudget plan lines redistribution gives incorrect results
KB_4054614\GFM\Cash ManagementReturn order isn't invoiced when using payment step process in method of payment
KB_4073605\GFM\Cash Management\Bank\Bank Reconciliation"The bank document or statement" error when reconciling a journal header with worksheet still open and transactions being matched despite the reconciled status
KB_4044024\GFM\Cash Management\Customer\Payments and Settlement"Changes have been made" error when canceling a payment after adding a new dimension
KB_4045873\GFM\Cash Management\Vendor\Payments and SettlementIncorrect date is set to settlement closed date advance payment if Period of Method of payment is Total
KB_4055951\GFM\Expense ManagementDeleting an expense report with receipts causes issues in TrvUnreconciledExpenseTransaction and DocuRef tables
KB_4057858\GFM\Expense ManagementThe Submit button on an expense report is disabled
KB_4058402\GFM\General LedgerCannot find next available date when confirming a PO
KB_4036067\GFM\Source Document FrameworkProduct receipt accrual isn't well reversed in AP invoice if GL correction parameter is set to No and you correct a product receipt with discount percentage
KB_4072696\GFM\Source Document Framework"The transactions on voucher" error and purchase expenditure for product amount picks incorrect exchange rates
KB_4057614\GFM\TaxSweden/SWE: System freezes when calling the Sales tax payment process
KB_4072695\GFM\TaxCannot invoice a sales order when performing sales update invoice which has sales tax
KB_4057299\GFM\Tax\ReportsThe Sales tax payment report shows 0 for the Sales tax amount field unless "Include details" is checked
KB_4058076\GFM\Tax\ReportsTax information is insufficient in Sales tax general journal reconciliation
KB_4035291\GFM\Tax\Tax CalculationPenny difference between tax transactions for PO invoice and GL transactions
KB_4058854\GFM\Tax\Tax CalculationLatvia/LVA: Sales tax prepayment reversal voucher is generated with incorrect ledger account when working with use tax functionality
KB_4075061\GFM\Tax\Tax CalculationAustria/AUT: Sales tax validation doesn't work for project categories
KB_4077523\Human Resources\Core HCMAll performance goals are visible when user doesn't associate an employee
KB_4049348\Human Resources\PayrollImproving performance of W2 report printing
KB_4078215\Human Resources\PayrollUnited States/USA: 2017 Electronic W2 updates to support zero fill for Code FF
KB_4072880\Public Sector\APCommitted date on project is incorrect for PO included in a PO year-end process
KB_4074605\Public Sector\AP"Canceled" but not yet finalized PO line's committed costs won't roll forward during PO year-end process
KB_4077445\Public Sector\AP\Invoicing"An error occurred during" error when posting an invoice after installing hotfix KB4074605
KB_4077083\Public Sector\BudgetGBR is deleted after posting
KB_4052438\SCM\InventoryAdd capability to move inventory from a user location for admins/superworkers
KB_3189714\SCM\Inventory CostingDeficient performance with closing inventory ending with ledger posting
KB_4058585\SCM\Inventory CostingProduction order estimation hangs
KB_4073159\SCM\Inventory CostingCanceling an inventory recalculation doesn't reverse physical value settlements for catch weight items
KB_4073465\SCM\Inventory\Inventory Management\Inventory Control"Inventory picked not delivered" report presents incorrect picked quantity if SO is picked partially
KB_4058232\SCM\Planning\Master PlanningOverflow in internal run stack error thrown when opening Action graph form
KB_4073298\SCM\Planning\Master PlanningSupply schedule view displays wrong orders
KB_4078334\SCM\Planning\Master Planning"Cannot edit a record" error when doing the operation for master scheduling
KB_4057719\SCM\Planning\SchedulingJob scheduling fails with no capacity found when having secondary operation and a resource calendar has working time in one month later of today's date
KB_4073288\SCM\Procurement\Purchase Orders"You cannot request a" error when clicking the Request change button
KB_4074792\SCM\Procurement\Purchase Orders"A currency to convert" error when trying to test PO workflow with automatic actions
KB_4058472\SCM\Product\Product ConfigurationModel is in contradiction error when cache is enabled
KB_4073652\SCM\Product\Product Master Data Management\Product Data Management"Sequence group's lowest unit" error when trying to create product from personal template
KB_4073146\SCM\Production and Shop Floor\Kanban\Kanban Transfer Board"Financial dimension XXX is" error when emptying Kanban attached to supermarket with financial dimensions locked
KB_4076724\SCM\Production and Shop Floor\MESA wrong allocation type is calculated for jobs when using bundle jobs in manufacturing execution and setting allocation key in production parameter
KB_4055610\SCM\Production and Shop Floor\Production Orders"Resource number is not" error when trying to post a product receipt against a production order
KB_4058644\SCM\Production and Shop Floor\Production OrdersProduction route financial dimensions are incorrectly assigned with phantom explosion
KB_4058511\SCM\Production and Shop Floor\WMS IntegrationRegister material consumption is missing financial dimensions
KB_4082764\SCM\Production Costing\Indirect CostGL postings for estimated indirect costs are incorrect when multiple production orders are reported as finished in one report as finished journal
KB_4057470\SCM\Sales\RebatesCopying a trade allowance agreement applies rebates against sales orders
KB_4074562\SCM\Sales\RebatesCannot set item rebate group for Product of "Service" type
KB_4058439\SCM\Sales\Sales OrdersOrder holds functionality doesn't work correctly
KB_4073646\SCM\Sales\Sales QuotationsMissing fields on a SO header when it is created from sales quotation
KB_4055781\SCM\Service Management"Service objects cannot be deleted" error when trying to delete a service order after installing hotfix KB4055781
KB_4056694\SCM\Sourcing\RequisitionCannot directly modify the requisition line after accepting the line-item in a purchase requisition line review workflow
KB_4058646\SCM\Sourcing\RequisitionUnit price is wrongly updated for some lines when copying purchase requisitions
KB_4073024\SCM\Warehouse and Transportation\Transportation Management\Freight ReconciliationDeleting a matched freight bill line doesn't make it visible in the Unmatched freight bill details form
KB_4057855\SCM\Warehouse and Transportation\Warehouse Management"This location doesn't have" error when doing cycle counting process
KB_4058491\SCM\Warehouse and Transportation\Warehouse ManagementUnknown error when logging off from a mobile device
KB_4058303\SCM\Warehouse and Transportation\Warehouse Management\Load ManagementQuantity left to load isn't updated when changing delivery remainder
KB_4058326\SCM\Warehouse and Transportation\Warehouse Management\Load ManagementPosting packing slip for several loads at the same time excludes some
KB_4072382\SCM\Warehouse and Transportation\Warehouse Management\Load Management"Move shipment to existing load" option allowing selecting a blank load ID leads to corrupted data
KB_4057167\SCM\Warehouse and Transportation\Warehouse Management\Shipment ManagementLoad list shows incorrect total freight pieces
KB_4057305\SCM\Warehouse and Transportation\Warehouse Management\Work and Worker ManagementTarget LP reset when short picking after skip when picking location isn't LP tracked
KB_4073008\SCM\Warehouse and Transportation\Warehouse Management\Work and Worker ManagementMovement by template doesn't check "Allowed" container type group constraint when creating work
KB_4073417\SCM\Warehouse and Transportation\Warehouse Management\Work and Worker ManagementReplenishment with system grouping skips work after 0 short pick
KB_4073756\SCM\Warehouse and Transportation\Warehouse Management\Work and Worker ManagementContainers left open after non-mandatory work lines are skipped
KB_4073118\ServerAdvanced query relations don't populate relations on views the same way after upgrading
KB_4073078\Server\AOS ServiceAOS crashes under Ax32Serv!hdlTable::IsSubtypeOfTablePerHierarchy.
KB_4058266\Server\BatchEmail notification for batch doesn't get sent out
KB_4056022\Server\SecurityOpening forms with multiple roles is slow
KB_4073568\SI\Project Accounting\AdjustmentsIncorrect voucher transaction after expense adjustments
KB_4073292\SI\Project Accounting\Budget and ForecastBeginning balance journals don't update the project budget balances with negative price
KB_4057897\SI\Project Accounting\Committed CostsCommitted cost item report issue with incorrect links
KB_4073296\SI\Project Contracts and Billing\Customer RetentionProject invoice printout doesn't include the retention amount
KB_4073293\SI\Project Contracts and Billing\GrantsChanging the accounts receivable customer party association doesn't update the party information on project contracts
KB_4057898\SI\Project ManagementRecalling the workflow on a project quotation increases the quantity
KB_4073222\SI\Project Management\Resource SchedulingIncorrect doubled hours are displayed when multiple employments are created for the same resource
KB_4073637\SI\Project Management\SCM IntegrationTransfer order receive in WHS-enabled warehouse fails when item has transactions with issued Reserved ordered status
KB_4073683\WorkflowUsing more than 2 placeholders in approve\reject link isn't generated correctly
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How to get the OOTB Form Object and its methods in Pre / Post Events in AX7 / D365

February 7, 2018, 2:36 am
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Recently I came across a scenario on which calling from a specific menu item I need to pre-populate some fields on product creation form . When I did some research I found in EcoResProductCreate form that...(read more)
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Error: Field 'xxx' does not exist in D365Ops

February 7, 2018, 8:45 am
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Today I encountered a weird error while working with newly created Enums and Tables in Visual Studio 2015 with a Dynamics 365 for Finance and Operations project. Error message while trying to build my...(read more)
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Opinion: When will artificial intelligence (AI) impact ERP software? Don't hold your breath

February 7, 2018, 10:21 am
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You've probably noticed that claims of AI-powered software solutions are starting to pop up more frequently, including in the context of ERP. To be clear, regardless of what breathless marketers and science fiction fans love to dream about, there ...read more
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Microsoft no. 1 in cloud – Dynamics 365 driving growth

February 8, 2018, 2:02 am
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Microsoft’s recent earnings release for the last quarter completes the financial picture for 2017 calendar year. Microsoft’s cloud revenue of $18.6bn for 2017 leads Amazon with $17.5bn. Does this mean...(read more)
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Code to approve bom for product in Ax 2012.

February 8, 2018, 4:21 am
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Code to approve bom for product in Ax 2012.

 void God_setBOMActive(BOMId bomid,str 20 approver1)  
 {  
   BOMVersion BOMVersion1;  
   BOMApprove bomApprove = new BOMApprove();  
   RecId approver = HcmWorker::findByPersonnelNumber(approver1).RecId;  
   boolean ret=true;  
   try  
   {  
     select forUpdate BOMVersion1 where BOMVersion1.BOMId==bomid;  
     BOMVersion1.selectForUpdate();  
     BOMVersion1.Approved = true;  
     BOMVersion1.Active = true;  
     BOMVersion1.Approver = approver;  
     ttsBegin;  
     BOMVersion1.write();  
     ttsCommit;  
     bomApprove.init();  
     bomApprove.parmApprover(approver);  
     bomApprove.parmBOMId(bomid);  
     bomApprove.run();  
   }  
   catch  
   {  
     info(strFmt("(%1) approval failed.", bomid));  
   }  
 }

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Validate Reservation Hierarchy on Validate event in AX7 / D365

February 8, 2018, 5:36 am
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Reservation hierarchy is based on the storage and tracking dimensions of items, such as inventory status and license plate. In this blog I will show you how you can validate reservation hierarchy while...(read more)
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MS Outlook synchronization (Part 2)

February 8, 2018, 9:45 am
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In this post, I will show you how you can make use of the MS Outlook – D365FO synchronization for your month end closing process.(read more)
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