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Monthly Archives: May 2013

Dynamics AX has an add-on for Microsoft Excel that allows you to retrieve data from Dynamics AX, and also publish changes back to the database in a controlled way. You can use this to give users a simpler way to manipulate the information in the database. As an example, you can use this to create a better way to update demand forecasts, since the default maintenance forms within Dynamics AX.

In this walkthrough we will show how you can:

  • Build your initial forecast model
  • Link to your forecast within Excel
  • Create total matrix fields
  • Create period total matrix fields
  • Create summary forecast dashboards in PowerView Read More
If you are using the production module within Dynamics AX, then you are probably wanting to get a better handle on your costs.  You can easily configure Dynamics AX to calculate costs of BOM’s, and if you want to get a little more industrious then you can also create cost sheets broken out by your particular cost categories, incorporate routing costs, and even add surcharges and other indirect costs.

In this blueprint we will walk through an example that shows how to set up your costing controls within Dynamics AX.

Here are all of the topics that are included in this blueprint:

  1. Setting up Costing Versions
  2. Manually Assigning a Product Cost
  3. Creating Calculation Groups
  4. Using Costing Versions to perform a Mass Cost Calculation
  5. Performing a Basic Cost Rollup
  6. Creating Cost Groups

There is a lot more that you can do within the Costing configuration of Dynamics AX that we did not cover in this brief introduction.

Try it out and I’m sure that you will quickly surpass what we did here.

If you want to view the original post which may have additional content then click here.

If you want to personalize your products a little, or if you are more of a configure to order operation where every product that you ship out the door is tailored to your customers specifications and needs then you will probably want to take advantage of the Product Configurator that is built into Dynamics AX.  This feature allows you to create a product with a number of different attributes, and rules that will allow Dynamics AX to build a custom BOM every time the product is ordered, and also tell you if the product is even possible to make.

The topics that are described within this series are:

  1. Creating a Constraint Based Product Master
  2. Creating a Product Configuration Model
  3. Adding Configuration Attributes
  4. Grouping Related Attributes
  5. Adding Conditional Display Options
  6. Adding Constraints to your Configuration Model
  7. Configuring BOMS Based On Attributes
  8. Using Table Based Attribute Values (Book Only)
  9. Using Attributes as Variables (Book Only)

The Product Configurator that is built into Dynamics AX is a pretty useful tool, and if you spend the time creating the rules on how you should be building your products, it can possibly reduce the number of BOM’s that you define down to just a handful.

To see the original posting for this walkthrough, click here.

I post a lot of walkthroughs and information to social media sites. I started doing this though for purely selfish reasons. Primarily they were:

  • To give customers a resource to see how I did what I showed them in demonstrations so that they didn’t get mad at me.
  • To give consultants a resource to see what I am showing customers in demonstrations so that they wouldn’t get mad at me.
  • And to show to lawyers to prove that I wasn’t just using smoke and mirrors during demonstrations, so that I don’t get deposed (again).

Along the way though I found that I was creating a small personal brand, and this has helped me a lot with everything that I do.

I have a simple system that I use that allows me to turn something that I find cool or interesting into something sharable, that also helps extend out my personal brand.

Systems don’t work for everyone, because everyone has their own personal style, but I thought I would pass this on just in case it works for someone else. Read More

The demonstration virtual machines that you can download from the PartnerSource site have a blank company that you can use to create your own data within. The good news about it is that it’s clean, so you can create your own personal demonstration data without having to look at TV’s and stereos all of the time. The bad news is that the company is clean, so you have to configure all of the data yourself. That’s not a big problem though, the configuration is not that hard, and having your own data makes the Dynamics AX look so much better.

In this walkthrough we will show how you can start the process by configuring the US01 legal entity so that you can start using it. We will show how to:

  • Configure the US01 legal entity
  • Create a new business unit for the organization
  • Configure the business account structures
  • Configure the company ledger
  • Set the default accounts for the automatic transactions
  • Create a bank account for the organization Read More