SOAIS : Consulting, Accounting and Payroll

AXAPTA Resource Page

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We are proud to introduce a new series of pages which are meant to provide a consolidated list of published documentation, sources of information, known issues, solutions as well as tips and tricks for troubleshooting specific support topics within Microsoft Dynamics AX. This information is gathered together by our Microsoft Dynamics AX Support, Development, and Documentation teams and is the same information our Support Engineers utilize when troubleshooting issues.
Please make sure to view these pages to get the most relevant information as we will add content to them as we create or discover it. You can also always find these pages within CustomerSource and PartnerSource easily by searching for 'resource page'.
The current Resource Pages we have available today on the community site are:
Resource Page for Enterprise Portal and Role Centers in Microsoft Dynamics AX 2009
Resource Page for Application Object Server (AOS) in Microsoft Dynamics AX 2009
Resource Page for Invoice Settlements/Discounts/Reversals in Microsoft Dynamics AX 2009
Resource Page for Workflow in Microsoft Dynamics AX 2009
Resource Page for SSRS and SSAS Integration in Microsoft Dynamics AX 2009
Resource Page for Upgrading to Microsoft Dynamics AX 2012
Resource Page for Inventory Costing in Microsoft Dynamics AX 2009
Resource Page for CRM Connector in Microsoft Dynamics AX 2012
Resource Page for Financials Management in Microsoft Dynamics AX 2012

Common Problem & Solutions in AX Upgrade

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Common problems and solutions
As you are testing the upgrade, you will likely run into issues that require either batch debugging or performance troubleshooting. The following articles and documentation can help with guidance on how to troubleshoot various issues.
Investigating Duplicate Errors during Upgrade Preprocessing
Upgrade Readiness Errors: Can any of these be ignored?
Debugging in Microsoft Dynamics AX 2012

AXAPTA Upgrade Data Sheets

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Microsoft Dynamics AX 2012 Data Upgrade Best Practices
How to Write Data Upgrade Scripts for Microsoft Dynamics AX 2012
Microsoft Dynamics AX 2012 Upgrade Guide
Microsoft Dynamics AX 2012 White Papers: Code Upgrade

Related AXAPTA / AX Blogs

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Related blogs
Microsoft Dynamics AX Support
Microsoft Dynamics AX Solution Architecture
Upgrade information for Microsoft Dynamics AX on the Community Forums

After you upgrade to AXAPTA

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3. After you upgrade
Be aware of the following resources after you have upgraded to Microsoft Dynamics AX 2012.
Resource
Description
System administrator Help on TechNet
Describes how to set up and administer Microsoft Dynamics AX.
Microsoft training
Includes information about training that is available for your organization. This includes classroom training, online learning, onsite training, training materials, and training from your partner.
Hot topics
Note: This is secure content that is available on the CustomerSource website.
Includes critical Support information that is related to your installation. You can select to view hot topics that pertain only to Microsoft Dynamics AX.
Service packs and product releases
Note: This is secure content that is available on the CustomerSource website.
Lists the latest service packs and other product updates that have been released. You can select to view service packs that pertain only to Microsoft Dynamics AX.
Microsoft Dynamics AX Community
Includes links to community-related resources, such as forums and blogs, so that you can communicate with and learn from other Microsoft Dynamics AX users.

Upgrade Description AXAPTA

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. Upgrade
Resource
Description
Microsoft Dynamics AX 2012 Upgrade Guide
Includes the downloadable version of the upgrade documentation on TechNet, so that you can more easily view and print the information.
Upgrade documentation on TechNet
Same as the information in the Upgrade Guide, but updated more frequently.
Includes the following sections:
Upgrade overview and preparation
Upgrade scenarios
Post-upgrade tasks
Upgrade checklist task reference
UpgradePreprocessing.chm
Provides complete documentation of the upgrade preprocessing parts of the Microsoft Dynamics AX 2012 upgrade process. This file is installed on the Microsoft Dynamics AX 4.0 or Microsoft Dynamics AX 2009 source system before the upgrade. The Microsoft Dynamics AX 2012 installation media provides this file in the DatabaseUpgrade folder. The procedural topics that are contained in this file make up part of the Microsoft Dynamics AX 2012 Upgrade Guide.
Data Upgrade Scripts for Microsoft Dynamics AX 2012
Provides documentation for the data upgrade scripts in the Microsoft layers that are implemented in Microsoft Dynamics AX 2012, such as the SYS and GLS layers. This file is installed on the Microsoft Dynamics AX 4.0 or Microsoft Dynamics AX 2009 source system before the upgrade.
The Help documentation for the data upgrade scripts is available on Microsoft’s MSDN website. You can click the link on the left. Or you can search MSDN for the phrase Data Upgrade Scripts for Microsoft Dynamics AX.
How to Write Data Upgrade Scripts for Microsoft Dynamics AX 2012
Describes how to create and run upgrade scripts.

Official Documents

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Find the official docs

The resources listed here are grouped by administrator needs before, during, and after the upgrade process.

1. Prepare for upgrade

Review the following information before you upgrade to Microsoft Dynamics AX 2012, or if you are considering an upgrade.

Resource	Description
Microsoft Dynamics AX 2012 Implementation Planning Guide	Includes deployment information and guidance to help you simplify the experience of implementing Microsoft Dynamics AX 2012.
What's New: Upgrade	Lists changes to the upgrade process since earlier releases of Microsoft Dynamics AX.
Microsoft Dynamics AX 2012 System Requirements	Lists the Microsoft Dynamics AX 2012 system requirements.
Release notes Note: This is secure content that is available on theCustomerSource website	Lists late-breaking issues with the Microsoft Dynamics AX 2012 release.
Resource page for Upgrading to Microsoft Dynamics AX 2012	Blog posts with news and other information about the upgrade process.

Upgrading to Microsoft Dynamics AXAPTA

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Microsoft Dynamics AX 2012 R2 Help refresh includes new upgrade poster
This page provides a list of published documentation, known issues, solutions, and tips and tricks to help you import, export, or migrate data for Microsoft Dynamics AX 2012.
This page contains the following sections:
News
Find the official docs
Related blogs
Top downloads
Common problems and solutions
Still having trouble?
News
Microsoft Dynamics AX 2012 R3
Coming in spring 2014 ... stay tuned.

Microsoft Dynamics AX 2012 R2
In the Microsoft Dynamics AX 2012 Upgrade Guide, which provides end-to-end guidance for every stage of upgrade, we have arranged the content around upgrade scenarios that system administrators are likely to encounter. An advantage to using scenarios is the high-level view they afford. You’ll be able to see the big picture first, and then view the details through tables of linked tasks as you need them. The task topics can also be browsed alphabetically in a single reference section.The following scenarios are documented:
Upgrade Microsoft Dynamics AX 4.0 or AX 2009 to Microsoft Dynamics AX 2012 (all versions)
Perform in-place upgrade to Microsoft Dynamics AX 2012 R2
Perform in-place upgrade to Microsoft Dynamics AX 2012 Feature Pack
Upgrade a Retail system
Upgrade a country-specific system

The online upgrade documentation on TechNet, which is updated more frequently than the downloadable Upgrade Guide, now mirrors the same scenario-based structure.
Responding to your feedback about in-place upgrades (those between two different releases of Microsoft Dynamics AX 2012), the team has developed best practices that include a recommended upgrade topology. A new process diagram (available for download and suitable for printout as a poster) depicts this recommended approach. We expect it to be an aid to both the planning and execution of upgrades. You can explore the poster right now at Microsoft Zoom.It by clicking the image below:

Microsoft Axapta Support Life Cycle

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Export this table to a CSV file
Products Released Lifecycle Start Date Mainstream Support End Date Extended Support End Date Service Pack Support End Date Notes
Microsoft Dynamics AX 2009 8/14/2008 4/10/2018 10/12/2021 1/11/2011 Mainstream support for Microsoft Dynamics AX 2009 is extended as shown in order to provide all customers with the standard lifecycle transition timeline. Please see additional details here.
Microsoft Dynamics AX 2009 Service Pack 1 11/3/2008 Review Note Review Note Support ends 24 months after the next service pack releases or at the end of the product's support lifecycle, whichever comes first. For more information, please see the service pack policy here .
Contact us for more help

Connect with Answer Desk for expert help.
Ask Answer Desk
The information on this page is subject to the Microsoft Policy Disclaimer and Change Notice. Return to this site periodically to review any such changes.

Microsoft Dynamics AXPATA Support Plan

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Service Plans

LAST MODIFIED SATURDAY, APRIL 2, 2016
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Microsoft stands by its customers at every stage of their lifecycle.

Your Microsoft Dynamics service plan is critical to your success – it gives you access to new version rights, updates, support resources, e-learning and much more. All of these benefits combined, help your organization maximize the value of your Microsoft Dynamics solution.

Service and Support Plan Options

Microsoft Dynamics Service Plans for On-Premise

Enhancement Plan Datasheet

Advantage Plan Datasheet

Advantage Plus Plan Datasheet

Service and Support Plan Comparison

Customer Benefits Quick Start Guide

Service Plan Value Presentation – Customer Ready

*For availability of each of the service offerings by product, please click here.

Microsoft Volume Licensing Software Assurance

Microsoft Software Assurance

Microsoft Dynamics Cloud Services Support

Subscription Support

Enhanced Support

Professional Direct Support

Microsoft Dynamics Cloud Support Comparison Matrix

Premium Support Benefits Quick Start Guide

Microsoft Dynamics Cloud Support Services - Customer Version

Microsoft Services Premier Support

Premier Support

Additional Resources

Microsoft Dynamics Service Plan Policies
Renewal or Re-enrollment Calculator
News and Events

Microsoft Dynamics AX 2009 Mainstream Support Extended

Learn How Other Customers Benefit

hummel International
Under the Business Ready Enhancement Plan for Microsoft Dynamics, hummel International can upgrade and enhance the solution whenever Microsoft releases new versions, fixes, or service packs, without incurring additional expenses.

Bianco Footwear
The company decided to maintain the value of its technology investment by signing up for the Business Ready Enhancement Plan for Microsoft Dynamics.

Bradshaw Group
Distributor Uses Business Ready Enhancement Plan to Increase Solution Benefits. The Bradshaw Group also signed up for the Business Ready Enhancement Plan for Microsoft Dynamics and accesses CustomerSource to help employees become proficient in working with the solution.

ShoreMaster
ShoreMaster draws heavily on CustomerSource, to which it gained access through the Business Ready Enhancement Plan for Microsoft Dynamics. CustomerSource helps ShoreMaster train employees by using the solution with great effectiveness and, in doing so, fine-tune Microsoft Dynamics AX closely to the company's changing business environment.

National Technical Systems
CustomerSource, which is available through the company's participation in the Business Ready Enhancement Plan for Microsoft Dynamics, saves significant development costs and serves as an important employee enablement tool.

Components That Makes The Salary Package : CTC

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Basic
Dearness Allowance (DA)
Retirement Benefits
Incentives or bonuses
Conveyance allowance
House Rent Allowance (HRA)
Medical allowance
Leave Travel Allowance or Concession (LTA / LTC)
Telephone / Mobile Phone Allowance
Special Allowance

♦ Basic

As the name suggests, this forms the very basis of your salary. This is the core of your salary, and many other components may be calculated based on this amount. Basic usually depends on your grade within the company’s salary structure.
Many deductions are also dependent on the basic – for example, your contribution to provident fund is 12% of your basic. It is a taxable component of your salary.

♦Dearness Allowance (DA)

The Dearness Allowance is paid out to compensate for increase in the general cost of living due to inflation. DA is paid out every month. It is a taxable component of your salary.

♦Retirement Benefits

Provident Fund: Each month, a certain percentage of your salary (usually, a percentage of your Basic Pay) is invested in it. This percentage varies from company to company, and is usually between 8% and 12%. (12% is the norm).Moreover, the company you work for contributes an equal amount to your PF account on your behalf. And that’s the best part – it’s not just you making the investment: the company makes an equal investment for your retirement! Isn’t that great? It’s free money, after all!

(Well not totally free – for those of you working for private companies, the company’s contribution to PF would be part of the cost to company – CTC – salary computation).

Gratuity: Companies manage gratuity through a fund maintained by an insurance company. The payment towards the gratuity annually is sometimes shown in CTC.

♦Incentives or Bonuses

Incentives or bonuses are paid out depending on your performance (and, at times, depending on the company’s / division’s performance as well). This is to reward employees for their better performance. Incentive is usually paid out monthly. A bonus can be paid out monthly or can be paid out once a year. The two types of bonuses that are normally paid out are:

Fixed Annual Bonus: Paid on the basis of employee performance, either monthly or in most cases annually.

Productivity Linked Variable Bonus: Complete bonus amount is paid only on 100% achievement of target, nevertheless it still is included as part of your CTC.

Incentives and bonus are fully taxable.

♦House Rent Allowance (HRA)

House Rent Allowance (HRA) is paid out to meet full or part of your expenditure on renting a house.HRA may be expressed as a percentage of your basic. House Rent Allowance is paid out every month.HRA can be tax-free, subject to certain conditions.

♦Conveyance Allowance: Paid for daily commute expenses. Up to an amount of Rs 800 per month(Rs 9600 pa) is exempt from tax. Any amount over it is taxable.

♦Medical Allowance

Medical allowance is paid out to help you with the amount that you spend on medical treatment and medicines. Medical allowance can be paid out monthly or yearly.
Medical allowance is a fully taxable component of your salary. However, if you receive reimbursement of your medical expenses against submission of bills, such medical reimbursement is tax-free upto Rs. 15,000 per year.

♦Leave Travel Allowance (LTA/LTC): It is the cost of travel anywhere in India for employees on leave.
If an employee has LTA allowance as Rs 50,000 in his CTC(cost to company), and he provides proofs of Rs 40,000 (boarding pass, air tickets, taxi vouchers) then income tax will be deducted for rest of the Rs 10,000.
The tax rules provide for an exemption only in respect of two journeys performed in a block of four calendar years. The current block runs from 2010-2013

♦Telephone / Mobile Allowance

This is an allowance given to you so that you can maintain a telephone (landline or a cell phone).It is usually paid out monthly, and is taxable.

♦Special Allowance

Special Allowance can be given out to pay money that doesn’t fit into any other head!Such allowances are paid out monthly, and are taxable.

Each company too has its own way of calculating the cost to company.

Decision Points

LTA Tax Implication Details

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Most of us have LTA as a component in our salaries, but don’t know how to maximise tax savings. Here are some points which you must know on LTA:

1. You can get LTA only if you have applied for leave from your company and have actually travelled. However, international travel is not valid. You must have travelled within the country.
2. The entire cost of the holiday is not covered. Only the travel costs are covered. So, whether you fly, hop on to a train or take public transport, you will have to show the ticket to claim your LTA. This means you will need to keep your air, rail or public transport ticket.
3. If you travel by car and it is owned by a central government organisation like ITDC, the state government or the local body, then LTA is permitted. If you could not get public transport and resorted to private transport like renting a car, get a bill issued by the rental company.
4. LTA covers travel for yourself and your family. Family, in this case, includes yourself, parents, siblings dependent on you, spouse (even if your spouse is working) and children. For children born after October 1, 1998, the exemption is restricted to only two surviving children (unless, of course, one birth has resulted in multiple children like twins and triplets). If your family travels without you, no LTA can be claimed. You have to make the trip, either by yourself or, if claiming for your family, you should travel with them.

To know more about the LTA Tax Implications, kindly visit the below link:
LTA Tax Implication

House Rent Allowance (HRA) Tax Implications

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HRA is an integral component of any payroll compensation plan. In this article you can get to know more about the tax implications and some planning tips on HRA.

1. What is HRA?
House Rent Allowance is an allowance given by an employer to an employee. The sole purpose of this is to meet the cost of renting a home. However it doesn’t mean that an employee owning a house and staying there cannot be eligible to receive an HRA component in his salary. It will just mean that he will not be eligible for any tax benefits.

2. What conditions are to be satisfied to claim the Income Tax benefits on HRA?
You can claim HRA if you fulfil these three conditions:
~You have an HRA allowance as part of your salary package.
~You are staying in a rented accommodation and paying rent for it.
~ The rent exceeds 10% of your salary.
You need to submit proof of payment of rent by way of rental receipts and or rental agreement signed by your landlord to your employer to enable him to process the HRA deduction in your monthly salary. Usually you need to declare the rent you will be paying to your employer and towards the end of the financial year you need to give the above mentioned proof.

To know more details on the HRA allowance tax implications, kindly visit the below link:
HRA Tax Implications Details

Steps involved for the formation of a company

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A. Obtain a Class 2 digital signature for filing all documents with the Registrar of Companies

B. Obtain a Director Identification Number (DIN)

C. Obtain approval for the proposed name of the Company from the registrar of Companies (ROC)

D. Memorandum and Articles of Association

E. The following documents are required to be executed (signed) before they are submitted to the ROC:

F. Initial set of Documents / details required

To know more details on the company formation, kindly visit the below link:
Steps involved for the formation of a company

About Limited Liability Partnership

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LLP is a corporate business vehicle that enables professional expertise and entrepreneurial initiative to combine and operate in flexible, innovative and efficient manner, providing benefits of limited liability while allowing its members the flexibility for organizing their internal structure as a partnership.

LLP, governed by the Limited Liability Partnership Act 2008, came into effect from April 1, 2009

LLP combines the advantages of ease of running a Partnership and separate legal entity status and limited liability aspect of a Company. LLP is mid way between a firm’s flexibility with unlimited liability and a company’s rigidity and limited liability.
Some of the main features of a LLP are
1. LLP is a legal entity separate from its partners, can own assets in its name, sue and be sued.
2. Unlike corporate shareholders, the partners have the right to manage the business directly
3. One partner is not responsible or liable for another partner’s misconduct or negligence.
4. Minimum of 2 partners is needed to form a LLP and there is no maximum limit. LLP should also have 2 partners named as “Designated Partners” entrusted with the legal compliances of a LLP. But they need not be “managing partners”.
5. LLPs have perpetual succession. Death of a partner /partners does not mean the end of the LLP.
6. The rights and duties of partners in LLP, will be governed by the agreement between partners and the partners have the flexibility to devise the agreement as per their choice. The duties and obligations of Designated Partners shall be as provided in the law.
7. Liability of the partners is limited to the extent of his contribution in the LLP. There is no exposure of personal assets of the partner, except in cases of fraud.
8. LLP shall maintain annual accounts. However, audit of the accounts is required only if the capital contribution exceeds Rs. 25 lakhs or annual turnover exceeds Rs.40 lakhs.

To know more about the Limited Liability Partnership (LLP), please visit the below link:
limited Liability Partnership Details