Microsoft Dynamics AX 2012 R3 New Features

In this article we will try to list the several features that are added or changed in Microsoft Dynamics AX 2012 R3 with short detail later on we will cover complete detail of each feature one by one

Following are the features that are added or changed in R3:

  1. Call center: A new retail channel type is added in a call center
    1. Workers take customer orders over the phone and create sales orders.
    2. Call centers can be added
      1. To organization hierarchies
      2. can be managed together with online stores and retail stores
    3. General ledger:
      1. Opening balances can be transferred for balance sheet accounts to a new fiscal year in multiple companies at the same time.
      2. The results of the accounting entries for stocked items on product receipts and vendor invoices are combined into one subledger journal entry and voucher.
    4. Inventory and warehouse management:
      1. Item price comparison:
        1. Costing version to the pending prices in another costing version
        2. costing version to the active prices on an effective date
  1. On-hand quantity added (Being displayed) to The Inventory aging report
  2. The inventory value, and the related aging periods for a selected item are added
  1. Master planning: Demand forecasting is a set of tools that enable you to estimate future demand and create demand forecasts based on historical transaction data. It includes
    1. Prerequisite setup tasks before you can use demand forecasting
    2. Baseline forecast from historical demand data that is gathered and loaded in a Microsoft SQL Server Analysis Services cube
    3. Open the demand forecast file
      1. Use the PivotTable tools in Excel to filter and display the forecast data that is stored in the cube
    4. Microsoft Dynamics ERP RapidStart Services
      1. Microsoft Dynamics ERP RapidStart Services lets partners and customers configure an installation of Microsoft Dynamics AX 2012 by using a cloud-based, interview-style questionnaire
      2. Partners, independent software vendors (ISVs), and customers can create, maintain, and reuse configurations that reflect their custom solutions.
      3. Partners can also create additional groups of questions to enlarge the scope of a configuration
      4. In the March 2014 release of Lifecycle Services, support for creating and opening RapidStart Services projects for Microsoft Dynamics AX was added to the Lifecycle Services project page. You no longer have to use the online services for Microsoft Dynamics ERP website.
    5. Procurement and sourcing:
      1. Allow to create your own solicitation types
        1. This feature lets you match the procurement requirements for your organization
        2. You can filter on those categories to find documents more easily.
  • You can allow vendors to provide alternate items or services, so that you can be notified of better alternatives or changes to a requested item or service
  1. Production control:
    1. In the Production orders form a new option for automating material reservations has been added to the Reservation field.
      1. In the Reservation field, if you select Release, all materials are reserved when the production order is released.
  1. A new option has also been added to the Production control parameters form, where the default value is specified
  1. Project management and accounting
    1. On-account billing rule type
      1. You can create an on-account billing rule type that is based on the milestones that you specify in the billing rule
    2. Fee transactions
      1. You can create fee transactions and modify the sales price of lines in an invoice proposal.
    3. Public Sector
      1. Publish a request for quotation (RFQ)
        1. You can publish a request for quotation (RFQ) to the public Vendor portal, so that unregistered vendors can view it.
      2. Open and closed purchase orders
        1. Public sector vendors can view all open and closed purchase orders, RFQs, and their details.
      3. Retail

There are lot of new and changed features e.g. “call center is a new channel type” added in retail we will cover in later articles

  1. Sales and marketing
    1. Register serial numbers during the sales process
      1. You can now also register serial numbers during the sales process when you prepare the packing slip or the invoice for a sales order.
    2. Register serial numbers on the packing slip or invoice
      1. You can register serial numbers on the packing slip or invoice either by entering them manually or by using a scanner.

The following list illustrates some of the scenarios that this feature is intended for:

  • Registering serial numbers for items on sales orders on the packing slip or invoice.
  • Customer pickup of sales orders with serialized items.
  • Partial delivery and invoicing of sales orders with serialized items.
  • Correcting packing slips and invoices with serialized items.
  • Returning serialized items.
  • Tracing the history of orders that include serialized items.
  1. Trade allowance management
    1. Define merchandising events
      1. You can define merchandising events, assign a trade allowance to them, and manage customers, invoices, or vendors that are related to the agreement
    2. Manage your trade fund budgets
      1. You can manage your trade fund budgets so that they include specific merchandise, promotion dates, and monetary values.
    3. Process customer payments
      1. You can process customer payments that include deductions.
    4. Royalty payment management
      1. You can create an agreement between a licensee and a licensor.
      2. After above point you can then manage payments between the two parties.
    5. Transportation management
      1. Plan transportation for
        1. Inbound shipments
        2. Outbound shipments
  • Manage routes
  1. Consolidate shipments
  1. Configure rating structures and shop for rates
    1. You can configure rating structures and shop for rates, based on charges such as fuel and customs duties.
  2. Driver check-in and check-out history
    1. You can view driver check-in and check-out history and driver logs.
  3. Warehouse management
  1. You can configure inbound and outbound intelligent workflows.
  2. You can assign orders to clusters to pick from a single location, and configure profiles to control the validation and packing of items into shipping containers. You can also alternate between picking strategies for batch and non-batch items.
  3. You can create, implement, and release work by using batch-scheduled or manual processing of waves.
  4. You can set up cycle counting thresholds, and create ad-hoc cycle counting plans, schedule plans, and cycle count locations and items.
  5. You can set up container groups to order the sequence of the packing process and create templates to support packing strategies.
  6. You can use scanners or other mobile devices to optimize precision in the picking and put-away processes.

Other feature are added in Dynamics AX 2012 R3 we will cover in next article with short detail of Retail

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Microsoft Dynamics AX: Repair a Suspect Database in SQL Server 2012

Problem

The Microsoft Dynamics AX Object Server 6.2$01-MicrosoftDynamicsAX service terminated with service-specific error Code 90.
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  following is the detail (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

Code debugging and Breakpoints in dynamics AX 2012 X++

In Microsoft Dynamics AX 2012, development can be done in both X++ and .NET managed code, X++ is an object-oriented language with similarities to C#. X++ is part of the MorphX development platform that is used to construct accounting and business management systems.

The process for debugging X++ code varies depending on whether you are debugging standard X++ code or X++ code that is executed in Common Intermediate Language (CIL).

in this article we are going to cover standard X++ code debugging

Standard X++ Code debugging

To debug X++ code, you use the Microsoft Dynamics AX debugger. This is the full-featured debugger that is part of the MorphX suite of tools. You can use this debugger to debug X++ code that:

  • Runs on the client Side
  • Runs on the server side and is not executed in CIL

To debug X++ code, you set a breakpoint in the MorphX code editor.

  1. In the AOT, create a new Job.
  1. CreateJob
  2. Place a breakpoint on line from you need to start debugging

Breakpoint

3. Press F5 to compile and run the code. The debugger will starts.

Debug

4. Press F10 to step over each line of code or F11 to Step Into the Code

In above picture we can see there are two types of breakpoints

  1. We can type the Breakpoint above the line from where we need to start debugging (It will work on application level)
  2. Secondly we can place breakpoint by pressing F9 or simply click on left side bar of the line of code where we need to place break point (It will work on session level)

In next article we will cover debugging of the X++ code that is executed in Common Intermediate Language (CIL)

Using the Query classes, to get the entire result set in 1 buffer, Dynamics AX X++

Problem Statement:

I have a need to be able to dynamically build a query in X++. I can do so and make it work ,  After sometime i realize that its taking too long to be completed.

While(queryRun.Next())

{

   common = queryRun.get(tableName2Id('InventTable'));

}
The problem is that queryRun.next() makes you think that it is the only way to iterate.

After R&D i came to know that the this.queryrun().next(); It runs on client, fetches records one by one.
Solution:


By using queryRun.get() it gets the entire set of records. So as long as you use .next() once.

The get method will actually get every record returned from the query in a buffer.

Common c;

if(queryRun.next())

{

   c = queryRun.get(tableId);

}

 

while(c)

{

   ....;

   next c;

}

the above code will only hit to database at once and load query results into buffer and now we can iterate results in memory  for better performance.

Create Item/Product and Product master in Dynamics AX 2012 R2

In This Article we are going to discuss how to create a product and Product master (Items).

In 2012 R2, ‘Item’ is replaced with ‘Product’. Item master was in Inventory Management Module, now there is a separate module for item/product creation ‘Product Information Management’.

There are two types of Products in 2012 they are:

1. Product

2. Product Master

1. Product:

Clearly identifiable products that do not have variations associated with them. You can think of them as standard or base products. Use the Products list page in the Product information management module to view and manage products.

Manage Product:

2. Product Master:

These serve as templates or models for variants. The variants of a product master can be either predefined or created in sales scenarios by using a product configuration. A product master is associated with one or more product dimensions, or for some configurations, product attributes. Use the Product master’s list page in the Product information management module to view and manage product masters

To access Product and Product Masters go to Product Information Management -> Common -> Populate charge amount -> Products /Products Masters.

Variants: You can define a product as a product master. After you define a product master, you can use dimensions, such as size, color, and style, to define product variants. For example, a particular shirt might have variants that are combinations of size, color, and style steps and screen shot will be shown during creation of the product.

Note: To create a product variant, you must define at least one product dimension for a product master. You can also rename dimensions.

To create product variants, you must complete the following tasks:

  1. Set up dimensions, such as size, color, and style.
  2. Set up variant groups.
  3. Assign variant groups to a retail hierarchy.
  4. Create a product master and variants.

Product dimensions: Product dimensions are characteristics that serve to identify a product variant. You can use combinations of product dimensions to define product variants. You must define at least one product dimension for a product master in order to create a product variant.

Product dimensions are created and maintained in the Product dimensions form, which can be accessed from the following locations:

  • Click Product information management > Common > Products > Product masters. On the Action Pane, in the Product master group, click Product dimensions.
  • Click Product information management > Common > Products > All products and product masters. Select a product master. On the Action Pane, in the Product master group, click Product dimensions.
  • Click Product information management > Common > Released products. Select a product master. On the Action Pane, in the Product master group, click Product dimensions.

The number of variants that you can create for an item is limited by the number of possible product dimension combinations.

Crete Product :

  • To create product go to Product Information Management -> Common -> Forms -> Products -> Products.
  • Click on New Button, a new product form will open. In that form select the product type as Item/Service.
    • Item– A Tangible item which has inventory transactions and On-hand inventory.
    • Service– an Intangible item which has no On-hand inventory.
    • Now select Product sub-type, (note– if you open new product form from ‘all products and product master’ then you will be displayed with two option product/product masters in this drop down menu)
    • Enter Product Number.
    • Press “ok”  the current form will closed and a new line is created in the products list page.

Product/Product Master Creation Process:

  • To create product go to Product Information Management ->Common ->Forms -> Products -> Products.
  • Click on New Button, a new product form is opened. In that form select the product type as Item/Service.
    • Item- A Tangible item which has inventory transactions and On-hand inventory.
    • Service- an Intangible item which has no On-hand inventory.
    • Now select Product sub-type, (note- if you open new product form from all products and product master  then you will be displayed with two option product/product masters in this drop down menu)
    • Enter Product Number and all the related fields.
    • In the product variants section, select product dimensions group and configuration technology.
    • Press “ok” and the current form closes and a new line is created in the products list page.

Assigning Dimensions Groups to a Product Master:

  • In the product list page, double click on the product.
  • In the product details form opened, on the top of the form you will find Dimension Group Button.
  • Click on Dimensions group Button will open a drop down menu.
  • In the drop down menu you find three fields
    • Product Dimension group
    • Storage Dimension group
    • Tracking Dimension group

Select the appropriate groups from these menus From Following Screen:

Note:

Please don’t get confused between a ‘Product’ and ‘Product Master’; they are two different product types in AX 2012.

We can assign Product ‘Dimension Group’ to ‘Product Master’ but we can’t assign ‘Dimension Group’ to ‘Product’. ‘Product’ is a unique item which doesn’t have any variants.

Product dimension combinations (Product Variants):

  • Once you create all the dimensions for a product, in ax 2009 we need to create item combinations.
  • Similarly in ax2012 we use Product Variants.
  • You can find product variants button in the product master section of the product master details form.
  • Please refer to the below screenshot

  • In the product variants form, you can create product dimension combinations using two methods,
    • By directly clicking on new button and selecting appropriate configurations. (OR)
    • By clicking on ‘Variant Suggestions’ will open a new form displaying all the possible combinations. Just check the select checkbox on the combinations you want and press OK.

Release product to legal entities:

  • Once you have created the product you need to release that product for use by your companies.
  • To release a product, go to that product in the product master form and on the top of the form in Product Authorization section press on ‘Release Product for Legal Entities’ button.
  • Release Products form is opened. Please see the screenshot for your reference.

  • In the left hand side of the form, press ‘select products’. In the right hand side, all the products will be displayed. Further right to that, you will find all the product variants.
  • Select the required products or product variants.
  • Now Press ‘Select Companies’ from left hand side pane.  All the companies in the ax will be displayed.
  • Now select the companies in which you want to use this product and after finishing press OK.
  • Now you have released your Product for further use.

Assigning Item Model Group & Item Groups to a Product Master:

  • In the Released products form (go to product information management module à common forms à Released Products) select your product and click on ‘Edit’ button on top left.
    • In the Released product details form, in the General Fast Tab , you will find ‘Item Model Group’ Field
    • From the drop down menu, select an item model group.
    • In the same form , in ‘Manage costs’ tab posting, field you will find ‘Item Groups’ Field.
    • From the drop down menu select an Item Group.
    • Now the item or Product or Product master is ready for further transactions.