If you have ever set up aging definitions within Dynamics AX, then you may have come across a problem (like me) where it seems as though you cannot create an aging bucket that is in the future. But that’s not the case – you just need to know the trick.

The confusing part is that when you are setting up your Aging Definitions and you want to create a future aging bucket you think that you just need to click on the Add button and the system will allow you to add a future period.

But when you do this, you are told that the unit must be less than 0.

How To Do It…

  1. To add a future bucket, select the current (0 Unit) aging bucket and then press the Down Arrow.

Now you can update the aging period that it in the future.

Now everyone is finance can feel like Marty McFly.

To view the full post and to download the full walkthrough as a PDF file, visit the Dynamics AX Companions project

http://dynamicsaxcompanions.com/Tips-And-Tricks/Tips-Tricks-Archive/Setting-Up-Future-Aging-Definition-Buckets

The Warehouse Management module within Dynamics AX is a great feature to configure if you want to do more with your inventory then just track it and count it. When you enable the Warehouse Management features you can start taking advantage of the in-built handheld interface, you can start tracking your workers a little more closely and assign work to them, and it also allows you to create rules on how all of the work within the warehouse is performed so that you can start optimizing and refining your warehouse operations.

Along with all of these more advanced warehouse management features, there is also a little bit more planning and setup that you need to do in order to get everything working, but that doesn’t mean that you have to over-complicate your system. If you know the basics of the Warehouse Management module, then you can start off by just configuring what you need initially, and then grow out from there as you start refining your processes.

To help you all learn the basics of this module, I have published book #18 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Warehouse Management within Dynamics AX 2012, and it is now available for download. The book covers all of these areas related to Warehouse Management:

  • Configuring Warehouse Management Controls
  • Configuring Warehouses
  • Configuring Products
  • Configuring Work
  • Configuring The Warehouse Management Handheld
  • Configuring Workers
  • Receiving Though Warehouse Management
  • Picking & Shipping Through Warehouse Management

If you need a copy right now then you can download the eBook directly from the Dynamics AX Companions website. Just use the link below to go directly to the books home page, and then add the Configuring Warehouse Management within Dynamics AX subscription for your account. Then you will be able to download the PDF version of the book.

http://dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Warehouse-Management

For those of you with an eBook subscription, you can download the book right now without spending another dime.

If you want to check out the book on Amazon, then here you can find the paperback version by following this link: http://www.amazon.com/dp/1503280918/

The Kindle version is being compiled right now as well and should be available within a week or so.

The Project Accounting module within Dynamics AX is a great module for anyone that is trying to track time and costs against projects within the organization.  It is especially useful because it is fully integrated with all of the other foundation areas of the product like Payables, Receivables, Inventory, the General Ledger and much more so that as you track costs within them they are automatically applied to the project and as you create transactions within Project Accounting, then they are automatically updated within the foundation modules.

When you add in all of the additional functions that are available within the module like collaboration workspaces, worker assignment and scheduling, integration with MS Project and also time and expense entry through portals, then this is definitely a module that you need to get to know.

To help you all, I have published book #12 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Project Management And Accounting Within Dynamics AX 2012, and it is now available for download.  The book covers all of these areas related to Project Management:

  • Configuring Project Management And Accounting Controls
  • Configuring Projects
  • Configuring Collaboration Workspaces
  • Using MS Project To Manage Project Details
  • Configuring Project Budgets
  • Configuring Timesheet Reporting For Projects
  • Configuring Expense Reporting For Projects

 

If you need a copy right now then you can download the eBook directly from the Dynamics AX Companions website.  Just use the link below to go directly to the books
home page, and then add the Configuring Project Management And Accounting Within Dynamics AX subscription for your account.  Then you will be able to download the PDF version of the book.

http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Project-Management

 

For those of you with an eBook subscription, you can download the book right now without spending another dime.

 

If you want to check out the book on Amazon, then here you can find the paperback version by following this link: http://www.amazon.com/dp/1502985268/

The Kindle version is being compiled right now as well and should be available within a week or so.

This weekend I completed the second chapter of the Configuring Project Management And Accounting Within Dynamics AX 2012 Bare Bones Configuration Guide which actually completes over half of the guide and gives you almost everything you need to learn the foundation of the Project Accounting module within Dynamics AX.

Just as with the first chapter of this guide, I have publish all 173 pages of the chapter out to the Dynamics AX Companions project site for you all to have access to – well in advance of the book being available for download on Amazon.

The second chapter (Configuring Projects) covers the following topics:

  • Creating Projects
  • Assigning Scheduling Calendars To Projects
  • Creating A Project Work Breakdown Structure
  • Editing Work Breakdown Structures Through Microsoft Project
  • Using The Cost Tracking View To Estimate Costs
  • Adding Estimated Costs To WBS Lines
  • Transferring WBS Estimates To Project Forecasts
  • Posting AP Invoices Against Project Activities
  • Monitoring Costs Using The Cost Tracking View
  • Creating Project Statements To Analyze Project Performance
  • Creating Purchase Orders For Project Activities
  • Configuring Workers For Assignment To Projects
  • Configuring Project Role Templates
  • Adding Resources To The Project Using The Resource Scheduler
  • Assigning Workers To Projects
  • Saving Work Breakdown Structures As Templates
  • Creating New Projects Using Templates

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This weekend I started the second half of book #12 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Project Management And Accounting Within Dynamics AX 2012 which was to add narration to the chapters so that you all would have more than just screen shots to guide you through the setup of the module. I was able to get the first chapter completed (all 219 pages of it) before I ran out of daylight on Sunday. Rather than wait for all of the other chapters to be completed though I decided to publish this one out to the Dynamics AX Companions project site for you all to have access to – well in advance of the book being available for download on Amazon.

The first chapter (Configuring Project Management And Accounting Controls) covers the following topics:

  • Configuring Approval Codes
  • Configuring Default Journal Names
  • Configuring Line Properties
  • Configuring Cost Templates
  • Configuring Period Types
  • Configuring Shared Categories
  • Configuring Category Groups
  • Configuring Project Categories
  • Configuring Project Groups
  • Configuring A Working Time Template
  • Creating A Project Scheduling Calendar
  • Configuring Inventory Journals
  • Configuring Project Forecast Models
  • Configuring The Project Management Controls

All Premium and eBook subscribers to the Dynamics AX Companions site can download the chapter right now. Here is the link to the page:
http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Project-Management/Configuring-Project-Management-And-Accounting-Controls

Just as a note – the complete book will contain the chapters following chapters:

  • Configuring Project Management And Accounting Controls
  • Configuring Projects
  • Configuring Collaboration Workspaces
  • Using MS Project To Manage Project Details
  • Managing Scheduling Within Projects
  • Configuring Project Budgets
  • Configuring Timesheet Reporting For Projects
  • Configuring Expense Reporting For Projects

Thanks again to Kurt Mekelburg (translotor extrodianaire) the second Tips & Tricks volume for Dynamics AX is now available in German and you can pick up your very own copy by following this link to it on Amazon:

http://www.amazon.com/dp/1502934264/

For those of you than can read German, then here is a quick overview.

Dynamics AX ist ein hervorragendes Produkt, weil jeder in der Lage ist, die Grundlagen mit nur ein wenig Übung zu meistern. Wenn Sie es häufiger verwenden, werden Sie wahrscheinlich auf Features stoßen, die nirgendwo vermerkt sind, die jedoch Dynamics AX noch besser machen, und Sie legen sie erstmal beiseite, um sie eventuell später zu verwenden. Je mehr Sie das System nutzen, desto mehr von diesen Funktionen werden Sie finden, und nach einer gewissen Zeit wandeln Sie sich von einem normalen User zu einem Power-User. Nach der Veröffentlichung der ersten Ausgabe von Tips & Tricks habe ich festgestellt, dass ich noch genug zusätzliche Tipps für ein zweites Buch mit weiteren 50 Tricks & Tipps besitze, die Sie innerhalb von Dynamics AX nutzen können. Sie erstrecken sich von Tipps für die Feinabstimmung des Dynamics AX-Client über einige versteckte Funktionen innerhalb Dynamics AX , von denen viele Anwender nicht wissen, dass sie vorhanden sind. Dazu gehören auch Tipps, wie andere Tools aus dem System heraus für das Reporting zu verwenden sind, und wie Sie die Office-Suite einbinden können, um Dynamics AX das volle Potential zu entlocken. Sie werden mit Hilfe dieses Buches mit Sicherheit einige zusätzliche und nützliche Tipps kennenlernen.
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Originally posted on Dynamics AX Tip Of The Day:

You can see them all of Dynamics AX. Fact boxes are a great way to show information relating to the current record that you are in, without cluttering up the main data in the form. Also you can pick and choose if you want to see the information as well. But you don’t have to settle for the fact boxes that are delivered with Dynamics AX, you can easily create some more of your own if you don’t mind getting your hands a little dirty with a little coding.

What a great way to Gamify your customers.

View original 1,459 more words

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