IT Pro Ramblings

Where is the Quantity tab on the Sales order form in AX 2012?

noreply@blogger.com (Patrik Luca) — Tue, 17 Jan 2012 01:40:45 PST

Problem description You may be searching for the Quantity tab on the Sales order form in Dynamics AX 2012 where you can find stuff like the Quantity Delivered, Invoiced, … for each sales line of the sales order, and not able to find it. It has been moved a bit in the AX 2012 release. Solution You can find it by selecting the General tab in the ribbon and choose Line quantity: a new form will open, having similar information with the previous AX versions.

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Dynamics AX 2012 Office Add-ins

noreply@blogger.com (Patrik Luca) — Tue, 17 Jan 2012 12:07:21 PST

Introduction In this post, I explain the different steps to generate a document using a Word template and the Office Add-ins for Dynamics AX 2012. Publish data sources You need the define which data sources from Dynamics AX, users are allowed to use in Office. Go to Organization administration > Setup > Document management > Document data sources. Add the data source you want to use. Activate the data source by using the Activate button. ...

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Intercompany timesheets

noreply@blogger.com (Patrik Luca) — Thu, 12 Jan 2012 23:57:57 PST

Finally, entering hours on a project in another legal entity will become possible in Dynamics AX 2012, according to a Technet article. I haven’t tried it yet, but it sounds great: The intercompany timesheet feature in Microsoft Dynamics AX makes it possible for a worker who is employed by one legal entity to enter timesheet hours for work performed on projects in a different legal entity, without having to be employed by the legal entity that is managing the project. The legal...

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About registering item consumption on projects

noreply@blogger.com (Patrik Luca) — Mon, 09 Jan 2012 05:18:29 PST

There is a nice Technet article, describing the different ways of consuming item in the Project management and accounting module. I would like to extend it a bit further with this post, elaborating further the differences between all those ways. Method 1: Project sales order Item transactions are consumed when the customer project invoice is posted. Always billable to the customer, no possibility to set it to non chargeable. Possibility of partial deliveries. Only...

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Purchase orders in project management

noreply@blogger.com (Patrik Luca) — Mon, 02 Jan 2012 07:38:06 PST

Some information about creating purchase orders for projects in AX 2012 can be found on TechNet. In the past, I wrote already a post Project Purchase Orders vs Purchase Orders. This post was valid for AX 2009 and before, some changes have been made in AX 2012. I would like to extend this information somewhat in this post. As mentioned in the TechNet article, three types of purchase orders can be distinguished. I call them the manually created purchase orders for a project. Project...

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Use a worker in multiple legal entities

noreply@blogger.com (Patrik Luca) — Fri, 04 Nov 2011 03:09:55 PDT

Business requirement In AX 2012, there is the whole new concept about the Organization Model. One of the scenarios you can support is to use a worker in multiple legal entities. To do so, you have to employ the worker in multiple legal entities. Let’s say for example the worker has to be able to enter hours in multiple legal entities. Scenario Hire a new worker by going to Human resources > Workers > Hire new worker. You’ll have to specify a Legal entity in which you are...

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Printing documents linked with Document Handling while printing Reports

noreply@blogger.com (Patrik Luca) — Tue, 25 Oct 2011 04:43:38 PDT

Business requirement: Printing documents linked with Document Handling while printing Reports This post describes how you can print automatically documents linked with Document Handling while printing a Report. This post elaborates following business scenario: users attach documents to the Project entity. Upon printing the Project Invoice, these documents should be printed right away and in an automatic way. Solution: Add a new ProjTable variable to the classDeclaration of the...

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Print ranges on Generated Design of a Report

noreply@blogger.com (Patrik Luca) — Tue, 25 Oct 2011 04:44:24 PDT

Business Requirement: printing ranges on a report Printing the ranges with which a Report has been executed is only available for a AutoDesignSpecs Design of a Report. Unfortunately this option is not available for Reports having a Generated Design. Solution: override executeSection method in PageHeader You can print the ranges with some X++ code modifications in your report. Add a PageHeader control to the Report, if there isn’t yet such a control in your Report. Override the...

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Intercompany with direct delivery and WMS setup

noreply@blogger.com (Patrik Luca) — Tue, 09 Aug 2011 05:33:44 PDT

Problem description: Intercompany orders with direct delivery cannot be created because of the WMS setup Creation of a direct delivery purchase order for an intercompany vendor may fail with following error message: Intercompany orders with direct delivery cannot be created because of the WMS setup on dimension group for item …. This error occurs because the item being traded has one (or both) storage dimensions Location or Pallet ID active on its Dimension group and Blank receipt allowed...

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X++ Code Snippet: create PurchTable

noreply@blogger.com (Patrik Luca) — Wed, 13 Jul 2011 08:25:11 PDT

This X++ Code Snippet describes how to create a PurchTable. PurchTable purchTable; NumberSeq numberseq = NumberSeq::newGetNumFromCode( PurchParameters::numRefPurchId().NumberSequence, true); purchTable.clear(); purchTable.PurchId = numberSeq.num(); purchTable.initValue(); purchTable.OrderAccount = "0001"; purchTable.initFromVendTable(); purchTable.insert(); numberSeq.used();

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Extract date from a DateTime field

noreply@blogger.com (Patrik Luca) — Fri, 08 Jul 2011 04:13:22 PDT

This post is a code snippet showing how to extract the date from a DateTime field myDate = DateTimeUtil::date(ContactPerson.LastEditAxDateTime)

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Set mail recipient and mail subject during posting

noreply@blogger.com (Patrik Luca) — Fri, 10 Jun 2011 00:42:22 PDT

Business requirement: automatic setting of mail recipient and mail subject during posting This post describes how to set the mail recipient and mail subject dynamically, but in an automatic way upon posting the packing slip for a purchase order. The printed packing slip is added as PDF to the created mail message. The solution is on an Axapta 3.0 installation, but probably the same can work for other Dynamics AX versions. Solution Create a new method in the class...

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Update planned order upon modified salesline

noreply@blogger.com (Patrik Luca) — Fri, 03 Jun 2011 01:49:05 PDT

Business requirement: update planned order upon modification of a salesline without master scheduling Sometimes you want to see changes made on a SalesLine immediately on the reference Planned Order, without Master Scheduling. This post describes how you can make a little code adaptation to achieve this. The changed planned order belongs to the dynamic master plan, which seems most logic in these cases. Solution: X++ code to be added Add following method to...

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Fill utility only works for primary datasource

noreply@blogger.com (Patrik Luca) — Thu, 21 Apr 2011 04:33:03 PDT

Problem description: fill utility not working Upon using the Fill utility in Dynamics AX 2009, you may notice it didn’t update your selected values. Nevertheless you didn’t receive an error or message. Probably the cause is the field you want to mass update is not part of the primary datasource of your form. Solution: adapt SysRecordInfo form As this behaviour may be very confusing for end users, you can adapt some code on Form SysRecordInfo. As such, the Fill Utility button won’t...

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Remove HTML tags from string

noreply@blogger.com (Patrik Luca) — Thu, 10 Mar 2011 13:39:20 PST

Problem description: how to remove HTML tags from a string with X++ code How to remove HTML tags from a string with X++ code. Solution: Web::stripHTML There is a nice X++ function: just call Web::stripHTML(string), which will return the string without the HTML tags.

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How can channel partners survive in the cloud era?

noreply@blogger.com (Patrik Luca) — Sun, 06 Mar 2011 08:25:48 PST

Interview with Guy Weismantel, Microsoft’s Director ERP Marketing about the upcoming new release of Dynamics AX 2012 from Software Advice. Guy explains how he thinks Microsoft’s partners will have to adapt to survive in the cloud.

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Microsoft Dynamics AX 2012–Can Microsoft’s Largest ERP Release Take on SAP?

noreply@blogger.com (Patrik Luca) — Sun, 06 Mar 2011 07:58:29 PST

Interview with Guy Weismantel, Microsoft’s Director ERP Marketing about the upcoming new release of Dynamics AX 2012 from Software Advice.

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Project Purchase Orders vs Purchase Orders

noreply@blogger.com (Patrik Luca) — Tue, 18 Jan 2011 00:56:13 PST

Introduction This post describes the difference between Project Purchase Orders and normal Purchase Orders. Both can be used to buy items for a Project and both to generate Item Transactions on a Project, but nevertheless there are some major differences between both, mainly in the logistic flow. Project Purchase Orders A Project Purchase Order can be created directly from the Project form: click Project>Projects>Item task button>Purchase Order. On Project Purchase Orders, the...

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Enterprise Portal: Generate proxies

noreply@blogger.com (Patrik Luca) — Wed, 05 Jan 2011 02:44:53 PST

Problem description: Upon deploying proxies (Tools > Development Tools > Web development > Proxies > Generate), I ran into following error: ClrObject static method invocation error. Solution: Specify manually the proxies Directory The problem is apparently that the process wasn’t able to find the directory for deploying the proxies. So I specified the directory manually and pressed the second Generate button on the form (in group File System Directory) and everything ran...

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Adding a custom filter to a form

noreply@blogger.com (Patrik Luca) — Tue, 02 Nov 2010 14:21:46 PDT

Business requirement: Adding a custom filter to a form In some cases it is required to ease the filtering on a form. In some cases end users don’t have enough Dynamics AX knowledge to use the Advanced Filter Sort functionality to create a query on the form to achive their filtering requirements. Solution: Add a checkbox custom filter The solution is elaborated by means of an example. Suppose you want to provide the end user with an easy filtering on the customer form to show only...

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Creation of Intercompany Purchase order for a project item requirement

noreply@blogger.com (Patrik Luca) — Tue, 02 Nov 2010 13:46:10 PDT

Business requirement: creation of Intercompany Purchase order for a project item requirement Upon creating an Intercompany Purchase Order based on a project item requirement, the Purchase Order is of type Journal and is uneditable. Hence the Intercompany Sales Order isn’t created neither in the vendor company account and it can’t be created neither as the Intercompany Purchase Order is uneditable. This behaviour can be easily simulated on the demo data: Create an item requirement on a...

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X++ Code Snippet: handle all values in a conditional statement

noreply@blogger.com (Patrik Luca) — Tue, 19 Oct 2010 12:49:19 PDT

This X++ Code Snippet describes how to handle all values in a switch statement or if else statement. If you want to avoid someone calls the function or method with a value which isn’t explicitly handled in your conditional statement, you can throw an error with the name of the function to the end user, making the end user aware of the fact that an unexpected value is used in the written code. For a switch statement you add the default section as follows: switch (_variable) { case...

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Links List September 2010

noreply@blogger.com (Patrik Luca) — Mon, 04 Oct 2010 12:53:39 PDT

I decided to share all my interesting reads and resources month by month with my blog readers. You can find these posts by searching on the label Links. I'll try to order the resources in logical categories. If you would like to see some interesting stuff added in the next month, don't hesitate to post a comment. So this is my Links post for September 2010. Dynamics AX Forms Tutorial_Resources and SysImageResources: Form to see the Resources is changed in Dynamics AX...

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X++ Code Snippet: Find available quantity from the physical inventory over all storage dimensions

noreply@blogger.com (Patrik Luca) — Fri, 24 Sep 2010 13:04:30 PDT

This X++ Code Snippet post describes how to find the available quantity from the physical inventory over all storage dimensions (it is, without taking into account site, warehouse, batch number, location, pallet id or serial number) for a particular item. X++ Code Snippet: Find available quantity from the physical inventory over all storage dimensions display InventQtyAvailPhysical inventQtyAvailPhysical( ItemId _itemId) { InventOnHand ...

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Add Supplementary items functionality to Project Item Requirements

noreply@blogger.com (Patrik Luca) — Mon, 19 Jul 2010 06:49:10 PDT

Business Requirement: Supplementary items functionality on Project Item Requirements In standard Dynamics AX, the Supplementary Items functionality to calculate the number of supplementary items to be added to an order line is not available for item requirements. It can be added however easily to Project Item Requirements. Solution: add the Supplementary Items functionality to Project Item Requirements Add a new MenuItemButton to the MenuButton control ButtonLinePriceCalc on the...

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