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Dynamics AX

Today I have been working with the Product Configurator within Dynamics AX trying to find the tidiest way to set up the following configuration scenario and as I did this I discovered some pretty cool things that you can do through the calculations.

The scenario is that I want to set up a Configuration Model with multiple pages or User Configurations, but the selection for one attribute on one page will affect the selections on another page.

For example: If the user selects a Wattage of 4000 on this Base page…

Then on the Optics page below, the 5.0 Focal Length attribute needs to be disabled.


The problem with the Expression Editor though within the Product Configurator is that it is only able to see the attributes within the Parent level, and you cannot see any of the other User Components attributes.

Here Is How You Solve It:
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I’m happy to say that I just finished the 10th book in the Bare Bones Configuration Guide series that I have been slaving over for the past year or so. This one lays the foundation for Sales Order Management within Dynamics AX, and it is now available for download or in print if you like. Here is a quick overview:

Configuring Sales Order Management Within Dynamics AX 2012

The Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.

Setting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.

The book covers all of these areas related to Sales Order Management:

  • Configuring Sales Order Management Controls
  • Configuring Sales Categories
  • Processing Sales Orders
  • Configuring Sales Pricing
  • Configuring Sales Order Discounts
  • Configuring Order Charges

     

Hopefully this guide has given you a good foundation of knowledge of how the Sales Order Management area of Dynamics AX works, and also some of the key features that are available for you that allow you to configure and manage your Sales Orders.

We are still just starting you off on your journey through the Sales Order Management module though. There is so much more that you can do including taking advantage of Return Orders, Customer Ordering Templates, Customer Credits, Customer Holds and the Customer Self Service Portal which we did not have space for in this book, but don’t worry, these will be covered in the second volume.

If you want to get a printed copy of the book, or if you want an easy way to download a PDF copy then you can now get it from Blind Squirrel Publishing. Just follow this link and it will take you directly to the book details: Configuring Sales Order Management Within Dynamics AX 2012

If you want more information on this book then you can check it out on the Dynamics AX Companions website by clicking on the book icon to the right or by following this link: http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Sales-Order-Management

I hope that the guides help you with your Dynamics AX journey, and empower you a little more by giving you a better understanding of how all of the pieces fit together.

PS. Only one more book to go and the entire series of 15 books will be complete – all that is left is the Human Resource Management guide.

I was just tipped off today that anyone is able to sign up for LCS as long as they have a Windows Live account without having it linked to a customer or a partner account. I had to test it out myself and sure enough, if you go to lcs.dynamics.com then you can log in using your personal (unattached) Live ID.

Why should I care I hear you all say?

Because it means that anyone is able to deploy out a Dynamics AX Demo System in Azure to Test, to Pilot, and also to Train on. All that you have to do is pay for the Azure hosting fees

Now, I wonder where someone new to Dynamics AX would be able to get some basic training guides on AX… I wonder indeed…
http://www.dynamicsaxcompanions.com/barebonesconfig

About The Author:
Murray Fife is a Microsoft Dynamics AX MVP, Author of over 20 books on Microsoft Dynamics AX, and Solution Architect at I.B.I.S. Inc. with over 20 years of experience in the software industry. Like most people in his industry he has worked in many different roles during his career, including as a developer, an implementation consultant, and a trainer which gives him a great understanding of the requirements for both customers and partners. He is a regular contributor to the Dynamics AX community and in addition to hosting presentations for I.B.I.S. presents regularly for the AXUG and MS Dynamics World, has spoken at Microsoft Convergence and AXUG Summit conferences. If that was not enough, he works closely with Microsoft evaluating with their beta products and also is a Council Member on the Microsoft Dynamics Academic Alliance trying to help educate the new generation of consultants on Dynamics AX.

If you are using the new Task Recorder within Dynamics AX and are running it in Advanced mode then you may have noticed that you need to run the client as the administrator before you can record any task recordings. If you are like me, you never go to the trouble of starting AX in that mode, which means that when you try to record a task you get the following reminder and you then have to exit AX restart the client in Administrator mode.


Stop the insanity! Here is a quick trick that you can use to always start up AX as the administrator.
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This week I have been reviving an old project that started a while ago and have started up a new project blog to track the progress. Being a lifelong fan of Dungeons & Dragons, with the unfortunate problem that I cannot find anyone to play with I have decided to create a test implementation Dynamics AX in the AD&D format just to see how it would work and if I can find some creative ways to use Dynamics AX and chose to implement the Waterdeep Trading Company as an example where I can track their many legal (and not so legal) entities within Faerûn. I call my creation:

 


Because you can’t spell Gygax without AX

 

I have a number of blog posts that have been queued up, but to start off the project I have posted my first article on “Coins, coins, coins… keeping track of Faerûn currencies in Dynamics AX” and here is a quick introduction:

The Faerûn currency is pretty straight forward and we at the Waterdeep Trading Company want to take it all, and not a copper piece less. So that means that we need to be able to convert all of the different coins back to our gold piece standard that we are using to track all of our financials.

For those of you that are not familiar with the Faerûn currencies, it’s pretty simple – there are five main currencies that people have in their money pouches – gp (gold pieces), ep (electrum pieces), sp (silver pieces), cp (copper pieces) and pp (platinum pieces) – and converting them is very straight forward as well.

1 gp = 2 ep = 10 sp = 50 cp = 1/5 pp

Or if you like looking at them within a table then here is another way to look at it:

cp

sp

ep

gp

pp

1 cp

=

1

1/10

1/25

1/50

1/250

1 sp

=

10

1

1/5

1/10

1/50

1 ep

25

5

1

2

1/10

1 gp

=

50

10

2

1

1/5

1 pp

=

250

50

10

5

1

Setting this up within Dynamics AX is a breeze.

For more details, just follow this link:
https://waterdeeptradingcompany.wordpress.com/2015/06/20/coins-coins-coins-keeping-track-of-faerun-currencies-in-dynamics-ax/

 

I hope this is useful, or at the very least entertaining and don’t hesitate to drop me a note if you have any comments or suggestions on other cool things to do with AX.

The Academy – AX Configuration Series Class that I am teaching on Inventory Management within Dynamics AX 2012 is coming up next week (Friday, June 12, 2015 at 12:45 PM).  This is the sixth in the series, and continues on from the General Ledger, Cash and Bank Management, Accounts Receivable and Accounts Payable classes that we have held over the past few months.

Due to bad planning on my part, this class combines two major sections from the Bare Bones Configuration series that I have been creating – (#7) Configuring Product Information Management Within Dynamics AX 2012 and (#8) Configuring Inventory Management Within Dynamics AX 2012 which is actually a bonus for anyone who attends the class because each student will get a complimentary copy of both of both those books for reference.

  

If any of you are interested in attending the class then here is a link to the AXUG Academy site with all of the details:

Academy – AX Configuration Series – Inventory Management | June 12 12:45 – 5:00 PM ET

Also, here is a quick summary of the class and also the areas that we will be going through:

  • Configuring Product Information Management Controls
  • Configuring Products
  • Configuring Inventory Management Controls
  • Configuring Inventory Structures
  • Configuring Products for Inventory Management
  • Configuring Inventory Counting
  • Configuring Batched and Serialized Products

 

Also, by participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

If you want more information on the class then you can follow this link and see all of the resources that I have made available: http://www.dynamicsaxcompanions.com/barebonesconfig

Last five classes on Configuring The General Ledger, Cash and Bank Management, Accounts Receivable, Configuring Accounts Payable and Configuring Financial Workflows and Approvals were a great success and I hope to see some of you at this next class on the 12th.  There is limited seating so reserve your place soon

The Inventory Management area of Dynamics AX allows you to track all of the inventory within your warehouses, manage all of the movements and inventory adjustments and also set the inventory policies for costing. This is also the foundation for the other modules like Procurement & Sourcing and Sales Order Management because it gives you something to receive into and also ship from which is useful to track.

In this guide we will step you through the setup of all of the basic configuration that is needed in order to get your sites and warehouses configures, show you how to tweak your products so that they can be used within the warehousing structures, how to perform common inventory transactions like cycle counts and also how to configure batch controlled and serialized items.

To help you all, I have published book #8 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Inventory Management Within Dynamics AX 2012. The book covers all of these areas related to Inventory Management:

  • Configuring Inventory Management Controls
  • Configuring Inventory Structures
  • Configuring Products for Inventory Management
  • Configuring Inventory Counting
  • Configuring Batched and Serialized Products

If you want to get a printed copy of the book, or if you want an easy way to download a PDF copy then you can now get it from Blind Squirrel Publishing. As a bonus, you will still get 20% discount off the standard list price since it’s still the sites birth month. Catch the discounts while you can, because squirrels are incredibly frugal and hate giving discounts. To find the book on the site just follow this link and it will take you directly to the book details.


If you want more resources for this book then you can check it out on the Dynamics AX Companions website by clicking on the following link: http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Inventory-Management We will be posting additional follow up material here for the Premium Subscribers.

PS. Next on the list is Book #10 Configuring Procurement & Sourcing Within Dynamics AX 2012 – it should be available next month,

The Product Information Management area within Dynamics AX not only allows you to manage all of the core product details. It is also the central location for all the other product information such as the Product Attributes, Product Categories, External Product Descriptions and Product Structures. It also allows you to track the interrelationships between the products through this part of the system with the Product Relationships. If you want to add more control over the products lifecycle then you can use the Product Change Management Cases. All of this information is managed through this one location and then consumed within all of the other modules.

 

Setting up the Product and Service details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Product Information Management area, and also how some of the basic parts work to get you up and running and working with your Products and Services.

 

To help you all, I have published book #7 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Product Information Management Within Dynamics AX 2012. The book covers all of these areas related to Product Information Management:

 

  • Configuring Product Information Management Controls
  • Configuring Products
  • Configuring Dimensional Products
  • Configuring Product Categories And Attributes
  • Configuring Product Catalogs
  • Configuring Product Relationships
  • Configuring Product Change Management Cases

 

If you want to get a printed copy of the book, or if you want an easy way to download a PDF copy then you can now get it from Blind Squirrel Publishing. As a bonus, you will get a 20% discount off the standard list price. How generous is that? Just follow this link and it will take you directly to the book details.

 


 

If you want more information on this book then you can check it out on the Dynamics AX Companions website by clicking on the book icon below::

 


 

I hope this is useful, or at the very least interesting and don’t hesitate to drop me a note if you have any comments or suggestions on other cool things to do with AX.

I just wanted to drop you all a quick note to remind you that the AXUG Academy Class that I am teaching on Accounts Payable Configuration within Dynamics AX 2012 is coming up next week.  This is the fourth in the series, and continues on from the General Ledger, Cash and Bank Management and Accounts Receivable classes that we have held over the past few months.

Even if you are one of the enlightened ones that have already started taking these classes, you can easily start with this class.  Here is the link to the AXUG Academy website with more information.

Academy – AX Configuration Series – Accounts Payable Setup April 2015

Friday, April 10, 2015 (12:45 PM) to Friday, April 10, 2015 (5:00 PM) (Eastern Time)

I have been rebuilding the training material for this class and all of the students will get a new and improved version of the Configuring Accounts Payable within Dynamics AX 2012 Bare Bones Configuration Guide Training Workbook which has been expanded (both page count wise and also physically) to make it easier to follow during the training.  This book is not even available on Amazon yet (https://www.createspace.com/5405484)


All of the exercises have been reformatted to give you a quick reference guide, a thumbnail cheat sheet and also a detailed step by step guide with screen shots.  Also we have improved the quality of the images so there is no more pixilation of the screen shots which makes is even betterer (I know this is not a real word).




Here is a quick summary of the class and also the areas that we will be going through:

Summary:

The Accounts Payable area is one of the three foundation financial modules within Dynamics AX that you will want to set up.  It not only allows you to manage all of your vendor information, post your invoices, and make in your payments, but also allows you to manage approval workflows, and much more.

It’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the payables area, and also how some of the basic transactions work to get you up and running and working with your vendors.

Configuring Accounts Payable Controls

Before we start adding vendors and creating invoices within the Accounts Payable module of Dynamics AX, there are a couple of codes and controls that need to be configured so that everything else later on in the book will run smoothly.  In this section we will walk through everything that you need to set up to get the basic Accounts Payable features working.

Topics Covered:

  • Configuring Payables Journals
  • Configuring Vendor Posting Profiles
  • Configuring Cash Payment Terms
  • Configuring Net Days Payment Terms
  • Configuring Net Day Of Month Payment Terms
  • Configuring Equal Monthly Scheduled Payment Terms
  • Configuring Proportional Monthly Scheduled Payment Terms
  • Configuring Cash Discount Codes
  • Configuring A Check Payment Method
  • Configuring An Electronic Payment Method
  • Configuring A Postdated Check Payment Method
  • Configuring Accounts Payable Parameters

Configuring Vendor Accounts

Now that you have all of the codes and controls configured you can start adding some real data into the Accounts payable, and the best place to start is by setting up your vendors.

In this chapter we will show you how you can set up individual vendors, and also how you can load in all of your vendors in bulk through the Data Import Export Framework.

Topics Covered:

  • Changing the Vendor Numbering Sequence
  • Configuring Vendor Groups
  • Creating A New Vendor Account
  • Importing Vendors Using The Data Import Export Framework
  • Updating Vendor Information Manually
  • Performing Bulk Updates Using The Edit In Grid Function
  • Performing Mass Updates Using Excel

Configuring Invoicing

Now that we have all of our vendors set up, we can start doing some real work by entering in invoices and processing payments.

Topics Covered:

  • Creating An Invoice Journal
  • Viewing All Open Vendor Invoices

Creating Vendor Payments

Once you have invoices within the system, you can start selecting invoices for payment and print checks.

Topics Covered:

  • Creating A Payment Journal Using Payment Proposals
  • Generating Payments From A Payment Journal
  • Viewing Vendor Transaction History

Configuring Payables Invoice Journal Approvals

Payables is one of the most common areas within Finance that people want to add workflows and a great place to start within this module is to configure workflow approvals around the Payables Invoice Journals so that you can make sure that only the invoices that you want to pay get paid.

Topics Covered:

  • Creating An Invoice Journal Workflow
  • Defining Invoice Journal Approval Workflow Submission Instructions
  • Assigning Multiple People To The Journal Approval Workflow Task
  • Defining The Journal Approval Workflow Task Instructions With Context Links
  • Publishing And Activating The Journal Approval Workflow
  • Assign The Invoice Journal Workflow To The Invoice Journal
  • Submitting AP Invoice Journals For Workflow Approval
  • Accessing Workflow Tasks Through The Work Item Notifications
  • Accessing Workflow Tasks Through The Work Item List
  • Viewing Workflow Status And History
  • Approving Workflow Tasks Through The Work Item List
  • Posting AP Invoice Journals After Workflow Approvals Have Been Completed
  • Adding Status Notifications To Workflows
  • Publishing A New Version Of The AP Invoice Journal Approval Workflow
  • Receiving Workflow Status Update Notifications
  • Viewing Workflow Versions
  • Viewing All Workflow Statuses

Here is the link for more information: http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Accounts-Payable

Last three classes on Configuring The General Ledger, Cash and Bank Management and Accounts Receivable classes were a great success and I hope to see some of you at this next class on the 10th.  There is limited seating so reserve your place soon