Name of the sections in MS Dynamics AX 2012 forms

 

Hi All,

As we all know that there are many UI changes when compared to AX 2009 and 2012. Many new features or areas are added in all forms. I took this opportunity to explain all the feature or part or areas names in the AX 2012 forms. Below is the screenshot for your reference. You can find its related names in directed TEXT boxes.

PANES AND TABS modified

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By rambabuyelisetty

Finance or GL posting or Ledger integration Impact during Purchase order process – MS Dynamics AX 2012

 

Hi All,

As per other AX consultants demand I am posting the Ledger integration or Finance or GL posting impact with respect to Purchase order and Sales order process.

Trade and Logistics, Accounts Payable and Accounts Receivable  integrates with Finance or GL with Item groups. To get more knowledge on Item groups

Navigate to Inventory and warehouse management –> Setup –> Inventory –> Item groups

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Item group form has few panes or fast tabs called

  • Sales order
  • purchase order
  • Inventory
  • Production
  • Setup

In Item group form –> click Purchase order fast tab as shown in below screenshot.

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Once you click Fast tab purchase order it expands and shows account type options.

It has all accounts type which will be effected during Purchase order posting process and its related Main account fields. we need to select all related ledger accounts in the Main accounts field.

How to assign Item group to Item or Product.

Navigation

Go to Product information management –> common area—> Products –> Released products –> Select the product –> Released product details form opens –> Click Edit action in Maintain Group in action pane—> Click Manage costs Fast tab –> Posting section –> Item group field –> Select a option from the dropdown –> Exit from the form. (Creation of Item or Product is very well explained in my blog “ramdynamicsax.wordpress.com” )

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This is the way how Inventory management integrates with Finance module or GL.

Once you perform any purchase orders for the said item the ledger accounts selected in its Item group will be effected. see below screenshot for your reference

Go to Accounts payable –> Common—> Purchase orders—> All purchase orders—> Select Invoiced purchase orders—> Double click on the purchaser order number –> Purchase order form opened –> click Invoice Horizontal tab –> Journal group –> Invoice action icon –> Invoice journal is opened –> click Voucher action –> Voucher transaction form is opened –> view the ledger account column which were effected.

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Voucher transaction form below

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This concept holds same for Sales order process, Inventory journals  and production order process.

These are explained in detailed in my blog “ramdynamicsax.wordpress.com”

By rambabuyelisetty

Modifying posted Purchase or Sales Trade agreements in MS Dynamics AX 2012

 

 Hi All,

 

        We are going to discuss about the process as how to modify the Sales or Purchase trade agreements which are posted.

 

        Here we are going to discuss how to modify the line discount highlighted in the below screenshot which is already created and posted. For example there are chances the management suggests to change or modify the trade agreements which were posted already by mistake.

         The below screenshot displays the existing and posted Line discount trade  agreement  for the item discount group ‘expline1’.

clip_image002[7]

 

·         Navigate to Item discount Group (Sales and Marketing à Setup à Price/Discount à Item Discount Groups) and select ‘expline1’ Discount group.

 

·         Click on ‘Trade agreements’ button and select ‘Create Trade agreements’ as shown in the below screenshot.

 

clip_image003[6]

 

·         A new trade agreement journal is opened with an empty Header.

 

·         Select a Journal Name from the drop down and click on ‘Lines’ button.

 

·         In the Journal Lines form, do not create a new line as we are not creating a new trade agreement.

 

·         To fetch the Line discount select the line click on ‘Select’ button. Please refer to the below screenshot.

 

clip_image005[7] 

·          In the new Select form, please do as following:

 

o   Relation- Select the relations you wish to modify. In our case we are modifying a Line discount so we have selected only Line discount.(Note: selecting many options will fetch unwanted lines, so it is advisable to select only the relations which you require)

 

o   Currencies are Optional.(selecting this will filter the lines being fetched)

 

o   Date interval is also optional. (selecting this will filter the lines being fetched)

 

o   Parties, in the account code select table if you want to select for a particular customer and select ‘Group’ to select a customer discount group and select all for all customers. Same applies for vendors also.

 

o   Uncheck ‘Include additional relations’ check box as it will fetch all the lines for other relation.

 

o   In the Items field group, select item code as ‘Group’ as we are going to modify a line discount for an Item discount group.

 

o   Select the relation field as ‘expline1’ from the drop down.

 

o   Click on select button.

 

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·         All the lines are fetched in the Journal Lines form as per the selection we made in the select form as shown in the below screenshot.  

 

clip_image009[10] 

 

·         In the lines that were fetched, identify the line you intend to modify.

 

·         In our case, first line is the line which we wanted to modify.

 

·         In the line make the changes that you want to do, we can change all the fields except for the relation field.

 

·         Delete other lines that are fetched

 

·         In our case we are changing the Amount in currency field. Change the value from 15 to 25 as shown in the below screenshot.

 

clip_image011[6]

 

·         After changing the required fields, click on ‘Post’ button.

 

·         Now we can verify that the value is changed in the Line discount form.(Please refer to the below screenshot) Navigate through Item master select the item line à click “Sell” tab à select “Line discount”à Line disc (Purch) form is opened à view the update in the discount field highlighted below

 

clip_image013[6]

By rambabuyelisetty

How to cancel a Sales or Purchase orders or How to get cancel status to a Sales order or Purchase order in MS Dynamics AX 2012

Hi All,

we are going to discuss about how to cancel a sales or Purchase order. If a Sales order or Purchase order  gets a Cancelled status if it is cancelled in below way.

Here let us take example of Sales order cancellation process and same process holds for Purchase order also.

First create a new sales order and have one sales line for example.

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Go to Sales order –> select sales line—> click Update line as shown in the below screenshot—> select Deliver remainder

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New Update remainging quantity form is opened—> Click Cancel quantity button as shown in below screenshot.

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once you perform this for a single line where no items are not delivered then automatically sales line status will be changed to Cancelled as shown in below screenshot.

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Once you perform this for all lines which are not processed (means no items were delivered from all the lines) then automatically sales order header status will be changed to Cancelled as shown in below screenshot.

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By rambabuyelisetty

Printing Backorder Item lines in Sales order Packing slip and Invoice report in MS Dynamics AX 2012

 

Hi All,

Now we are going to discuss about how to print Backorder items in the Invoice report.

You all know Backorder lines are nothing but Items which are not delivered or not packing slip updated in a given sales order. AX provides information to Client and Customer regarding Information of undelivered Items in Packing slip and Invoice reports for a given sales order.

It requires small setup with 3 options in the below mentioned path

Navigation path.

Accounts receivable—>Setup –> Forms –> Forms setup—> Packing slip or Invoice

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Field highlighted in red color box relates to Backorder tracking. It has 3 options

1) No tracking

2) Only backorders

3) Not delivered

NO tracking: If this option is selected in a packing slip, AX doesn’t print any backorder line items in the report. Below is screenshot for your reference.

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Only backorders: If selected AX prints only backorders lines in the sales order Packing slip report as shown in below screenshot..

Not delivered: If selected, AX prints physical updated (Packing slip posted) and Undelivered or Not delivered items in the packing slip copy as shown in below screenshot.

image

 

The same functionality holds for Sales order Invoice as well.

By rambabuyelisetty

Process to display Inventory dimensions in Sales and Purchase order reports in MS Dynamics AX 2012

 

Hi All,

Here we are going to discuss about the steps to be followed in order to display the Inventory dimensions in sales orders reports like sales confirmation, Picking list, Packing slip and Invoice reports.

Upon functional requirements there is necessity for any organization to print or display Inventory dimension on the sales orders reports. To facilitate this AX 2012 has given some setups in Form setup and these are explained below.

Navigation path.

Accounts Receivable –> Setup –> Forms –>Forms setup.

Based on the requirement select report name, for example Invoiceimage

Check boxes shown in red color box highlighted are to be selected based on requirement. Based on selection of checkboxes it displays related dimension values in the Invoice.

The same process is applicable to all other reports like Quotation, Confirmation, Picking list, Packing slip and Invoice. Below you can find one copy of Invoice with configuration, Size and Color.

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The same process is also applies to Purchase order reports like Purchase order Confirmation, Receipt list, Packing slip or GRN and Invoice.

You can find the setup under below navigation

Accounts payable—>Setup –> Forms –> Forms setup –> select related report.

By rambabuyelisetty

Item or Product Dimension groups differences between in MS Dynamics AX 2009 and 2012.

 

Hi All,

Now we are going to discuss briefly about changes or differences of Dimension groups with respect to MS Dynamics AX 2009 and 2012.

In AX 2009 we have 2 types of Inventory dimensions. They are

1) Item dimensions.

2) Storage dimensions.

In Item dimensions we have

1. Size

2. Color

3. Configuration

In storage dimensions we have

1. Site

2. Warehouse

3. Location

4. Pallet id

5. Serial number

6. Batch number

 clip_image002

In MS Dynamics AX 2012 the same Item dimensions are shown in 3 groups. They are

1) Product dimensions,

2) Storage dimensions,

3) Tracking dimensions.

First main difference between Item dimensions in AX 2009 is called as Product dimensions.

In product dimensions we have

1. Size

2. Color

3. Configuration

Another difference between AX 2009 to 2012 is storage dimensions are divided in to 2 groups

1) storage dimensions

2) Tracking dimensions.

clip_image004

In Storage dimensions we have

1. Site

2. Warehouse

3. Location

4. Pallet id

clip_image006

In Tracking dimensions we have

1. Serial number

2. Batch number

clip_image008

Regarding assigning of these Dimensions groups to Product or Product master in MS Dynamics AX 2012 please refer to my blog mentioned below

Creation of Item or Product and Product master in Dynamics AX 2012

By rambabuyelisetty

Creation and Posting of Counting journal in MS Dynamics AX 2012

 

Hi All,

Now we are going to discuss about Counting journal which is part of Inventory journals.

This is a process where we adjust Item’s On-hand as per the actual physical stock by posting a journal as per actual physical stock available in the warehouse.

The Counting journal lets you calculate the current on-hand inventory level that is recorded for a group of items, and then post the actual physical count to make the adjustments necessary to reconcile their differences.

In Dynamics AX, you will register the counted quantity in inventory journals. When posting the inventory journal, the difference between the counted quantity and the physical quantity available in Dynamics Ax will post as an item issue or receipt similar to an inventory profit/loss journal.

Process of creating and posting of Counting Journal

Inventory and warehouse management—>Journals—>Item Counting—> Counting 

· clip_image002t

Click Ctrl+N or New icon on the top of the form as shown in the below screenshot

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· A new dimension form is opened, with only Storage and Tracking dimensions check boxes enabled.

· Select any dimension check box as required and click OK (AX displays On-hand quantity on journal form based on the Dimension selected, for example if Warehouse is selected AX displays On-hand quantity warehouse and Site (Default) wise in the journal form, if Warehouse is not selected it displays On-hand quantity as soon as Site is selected and before selecting warehouse itself)

· Select the journal name in the Name field for which you are running the counting.

· Click Lines option as shown in the above screenshot.

· By clicking Create in the Counting journal lines form, you can select one of the three methods of creating lines. This is shown in the below screenshot and following table.

clip_image006 

Method

Description

 

On-hand

 

Selecting this creates a journal listing only for those items for which on-hand inventory is registered—that is, on hand inventory is not equal to zero.

 

 

Items

 

Selecting this creates a journal listing for all items, and through the counting process, warehouse staff will identify those that are on-hand (by noting the number Counted) or not on-hand (zero).

 

 

Expired

batches

 

Selecting this creates a journal listing only for those items with an expired batch date. This enables warehouse staff to count only those items with expired batches so that these items can be removed from inventory or otherwise treated in a special manner.

 

· You can also enter new lines by clicking Ctrl+L and enter Item in the item field.

· In the Counted field, enter the actual physical quantity of items counted.

clip_image008

· The difference between the on-hand inventory and the counted quantity is calculated automatically and appears in the Quantity field. Notice that you must enter a quantity, even if the quantity is zero, for every line that appears in the counting journal.

· Enter any additional lines for items that were not generated when you created the counting journal lines.

· Click Post to post any differences in system counted and physically counted quantity.

By rambabuyelisetty

Modules names changes in MS Dynamics AX 2009 Vs. AX 2012

 

Hi All,

Here we going to discuss about module name changes with respect AX 2009 and AX 2012

Most of the modules names in MS Dynamics AX 2009 either changed or promoted into two modules with new names. some modules are completely removed and clubbed into other modules. these are explained in detail in below table.

 

 

 

MODULES IN AX 2009

 

 

 

MODULES IN AX 2012

 

Inventory Management

·       Inventory Management

·       Product Information Management

 

 

Accounts Payable

·       Procurement and Sourcing

·       Accounts Payable

 

 

Accounts Receivable

·       Sales and Marketing

·       Accounts Receivable

 

 

 

General Ledger

·       General Ledger

·       Budgeting

·       Fixed Assets

·       Compliance and Internal controls

 

Cost Accounting

·       Cost Accounting

 

Bank

·       Cash and Bank Management

 

 

CRM

·       Moved to Sales and Marketing module

 

Master Planning

·       Master Planning

 

 

 

Production

·       Production control

 

 

Product Builder

·       Moved to Product Information Management

 

 

 

 

 

 

Shop floor Control

This Module is split into three and can be accessed from Home, Human resources and Production Control Modules.

·       Time and Attendance     – Human resources.

·       Clock In and Out – Home

·       Manufacturing execution – Production        control.

 

Human Resource

·       Human Resources

 

Questionnaire

·       Moved to Home

 

Expense Management

·       Travel and Expense

 

 

Projects

·       Project Management and Accounting (PSA)

 

Service

·       Service Management

 

 

Basic

·       Organizational Administration

 

Administration

·       System Administration

 

By rambabuyelisetty

Write off Inventory and Build up or Increase Inventory in MS Dynamics AX 2012

 

Hi All,

Here we are going to discuss how to adjust inventory i.e. write off (decrease or removing) and how to increase or build up inventory in MS Dynamics AX 2012. This is common in day to day transactions to alter the stocks or inventory. To address this we have Inventory journals in AX 2012.

We have few journals in AX 2012, they are,

  • Inventory adjustment journal (Profit and Loss journal)
  • Movement journal
  • Counting journal
  • Tag counting journal

We can perform adjustment of item from above journals and these are explained in detail in my blog “ramdynamicsax”.

By rambabuyelisetty