Microsoft Dynamics® AX 2012: Create a sales order

Scenario: User receives a call from some customer, who is going  to order a Transmitter. The item number is 1001 Condex PLC. Following are the steps to create new sales order

  1. Go to Sales and Marketing > Common > Sales orders > All sales orders list page.

SalesOrder 

By selecting All Sales Orders the following window will be opened,This displays a list of all sales orders in the grid,The preview pane displays the lines of the selected sales order

New Sales Order 

  1. Click New > Sales order in the action pane as shown in above screen
  2. The Create sales order form opens and the focus is on the customer account number. You can start typing in the dropdown list to find the customer by pressing Tab to go to the customer account name field in the dropdown list, and then type Condex until you find Condex PLC, customer number 20001. Click the record or press ENTER to select the customer.

 

 New Sales Order1

|Cutomer selected on follwing screeen

 

CreateOrderWindow 

  1. Go to Mode of delivery in the Shipping FastTab. Change the mode of delivery to 20 -Air.

DeliveryMode

 

  1. Press OK to create the sales order and enter the sales order lines on following Screen

Created Line

 

  1. Enter the item number 1001.
  2. Enter Quantity 1, Warehouse 21 etc.
  3. Most of the details on the sales order header are default values based on the customer and company setup. However, if you want to check the header, click Show > Header view in the Action pane to see all the fields.

HeaderFields

 

  1. Close the Sales order form.
  2. Sales order number SO00021 is created

Created SAO

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Repair a Suspect Database in SQL Server

Problem

Suspect state of SQL Server database is a state when you are unable to connect to the database.
In this state you cannot do anything with your database: no opening, no backup and no restore.

Root Cause

Possible cause for this problem can be one of the following:

  • database is corrupted
  • database files are being “opened” or held by some process (operating system, other program(s)…)
  • not enough disk space for SQL Server
  • insufficient memory (RAM) for SQL Server
  • unexpected SQL Server shutdown caused by power failure

Solution

Solution for this problem is quick and it is the following (Execute SQL in Given Order):

  1. Connect to your database server using Microsoft SQL Server Management Studio
  2. Execute the following SQL script in given order: 

NOTE: replace [DatabaseName] with your database name

-- This query will rollback any transaction which is running on that database
-- and bring SQL Server database in a "single user" mode
ALTER DATABASE MicrosoftDynamicsAX SET SINGLE_USER WITH ROLLBACK IMMEDIATE
 
-- Marking database READ_ONLY, disable logging,
-- and limiting access only to members of the sysadmin fixed server role
ALTER DATABASE MicrosoftDynamicsAX SET EMERGENCY
 
-- Checks the logical and physical integrity of all the objects in the specified database
DBCC checkdb(MicrosoftDynamicsAX)
 
-- In case of simple failure then we can use allow data loss option to recover Database
 
--  DBCC CheckDB (MicrosoftDynamicsAX, REPAIR_ALLOW_DATA_LOSS)
 
 -- Set database accessibility to it's original state, allowing all logins
ALTER DATABASE MicrosoftDynamicsAX SET MULTI_USER
 
EXEC sp_resetstatus MicrosoftDynamicsAX

Introduction to Microsoft Dynamics® AX 2012 – Client Workspace-Master Detail Forms View/Edit Mode

View mode

In most cases, an enduser will go to a master details form to view information. When you double-click a record or press Enter on a selected record in a List Pages.

 The following details form will open in view mode. This reduces the risk of you accidentally changing data.


 

Edit mode

To edit a record, you must enter Edit mode. Click the Edit button in the action pane.

The selected record will be open in following window in edit mode

View/Edit option

If an end-user mostly uses a particular details form to edit information, you can change the settings to always open that form in edit mode. This option is available in the View menu. File menu > View > Default Form View/Edit mode.

Saving changes

Microsoft Dynamics AX automatically saves changes when you move off a record or close a form. You do not have to click Save every time that you make a change.

 If you have made a change that you do not want to save, press F5 to refresh the form the following popup will be shown.

Alternatively press ESCAPE and you will be prompted to save Changes. If you click No, the change that you made will not be saved.

You must do this before you move off the record or closing the form.

General Actions

Most menu items in the action pane are specific to the type of data that is displayed in the form. However, there are several common items that appear in most forms.

Edit is used to open the details form in edit mode.

Edit in grid is used to open the grid in edit mode. This lets you update data on multiple grids more easily.

Delete is used to delete the selected record.

Refresh is used to refresh the list. Any new records or changes since the form was opened will be displayed.

Export to Microsoft Excel will export the data in the grid to an Excel sheet.

Attachments are where you can add notes, documents, spreadsheets, and other files to records.