DIXF Part III: Import main accounts using import / export framework | AX 2012 R2

In this tutorial i discussed how we can import main accounts using the data import / export framework in Dynamics AX.

Hope that my language will get better in the next tutorials :)

Export Purchase Order Data to MS Excel template with Dynamics AX 2012 ( Document Management )

Introduction:                                                               

Often, the customer asked to modify the layout of the standard reports to meet existing templates or tastes. and as we all know that changing the layout in the SSRS reports will take long time. Instead we can use one of the Dynamics AX functionality to export the customer data to MS Excel Template in simple way and short time.  

The Document management functionality in Microsoft Dynamics AX give you the ability to attach files to records. For example, you can attach PDF, Microsoft Word, or Microsoft Excel files to a purchase order or a sales order. You can also fill data to MS Excel and MS Word templates from Microsoft Dynamics AX data. 

Change Dynamics AX user default language without being connected to the domain

Today was supposed to publish an article in English about how to Export Purchase Order Data to MS Excel templates with Dynamics AX 2012 ( Document Management ). but when i open the ax client i remembered that i forget to change the default language before left my office yesterday. as you know you can't change user default language from the user options form without being connected to the domain. so i tried to change the language directly from the database and i succeeded. find below the steps maybe you will need it some day.

DIXF Part II: Filter data before exporting to DAT File | Dynamics AX 2012

Purpose: The purpose of this article is to illustrate how to use Data import/export framework(DIXF) to export specific data to DAT File.

In part I of this series we discussed how to export all customers records without applying any kind of filters. today we are going to discuss how we can add filters to export specific customers by using one of the Data Import/Export Framework (DIXF) functionality,

DIXF Part I:Export Customers to DAT File | Dynamics AX 2012

Purpose: The purpose of this article is to illustrate how to use Data import/export framework(DIXF) to export Customers Accounts to DAT File.

The DAT file used to transfer master data from Microsoft dynamics AX instance to another.


To Export the Customers Accounts please do the following steps :

Troubleshoot issue with a Data Import/Export Framework installation from cumulative update 7 for Microsoft Dynamics AX 2012 R2

After you install cumulative update 7 for Microsoft Dynamics AX 2012 R2, the Data Import/Export Framework appears to be installed, but you receive error messages when many forms are opened like the following:

You receive an “Assembly containing type Microsoft.Dynamics.AX.DMF.ServiceProxy.DmfEntityProxy is not referenced.” error

AX 2012 Cash flow forecast Part II: Purchase Cash flow forecast

Purpose: The purpose of this article is to illustrate how to use cash flow forecast functionality for purchase orders .

  Use the following procedures to work with Cash flow forecast:

1.     Click General ledger > Setup > Posting > Liquidity.

AX 2012 Cash flow forecast Part I: Sales Cash flow forecast

Purpose: The purpose of this article is to illustrate how to use Cash flow forecast functionality for sales orders .

  Use the following procedures to work with Cash flow forecast:

1.     Click General ledger > Setup > Posting > Liquidity.

AX 2012: Customer Item Statistics

Purpose: The purpose of this article is to illustrate how to use Customer Item Statistics functionality to analysis revenue,Item Group and item Sales amount per customer.

Scenario:For a customers account  that you manage, it is very important to analysis the revenue,item and item group sales amount for a customer before decide to grant long payment terms,discount or bonus.

  Use the following procedures to work with Customer Item Statistics:

1. Go to Accounts receivable-->Common-->Customers-->All customers
   

AX 2012: Price simulation Part I: Create a header price simulation

Purpose: The purpose of this article is to illustrate how to use price simulation functionality  in sales quotation.  

Scenario:For a quotation that you manage, it is very important that you simulate the quotation sales price to shows a new total amount, based on a proposed new discount percentage.

Note : A price simulation does not change the price in the quotation. If the price simulation is applied to a whole quotation, it is treated as a special discount on the quotation header. 

  Use the following procedures to work with price simulations.

1. Click Sales and marketing > Common > Sales quotations > All quotations
   

AX 2012 Alert Management Part II : Due date alerts

Purpose: The purpose of this article is to illustrate how to configure and use the Due date alerts functionality in MS Dynamics Axapta 2012   

Scenario: For a project that you manage, it is very important that you receive deliveries on time. Purchases are handled through the purchasing department of your company, but you want to follow up on deliveries for your project two weeks before the actual delivery date.
Therefore, you create a rule that triggers an alert when the delivery date of purchase orders for your project is two weeks away.  To do that we need to do the following :

First : Configure the Server configuration

1. Go to System administration --> Setup --> System --> Server configuration.
   

Ledger account alias | AX 2012

Purpose: the purpose of this article is to illustrate the Ledger account alias functionality which used to provide a shortcut to a complete or partial ledger account number.

Scenarios: assume that the accounts manager in Contoso designed the expense accounts structure to be associated with three dimensions (Department, Cost center and Expanse Purpose) . 

That's mean each time the clerk Intends to register a car rental expense he must specify the three dimension(Department, Cost center and Expanse Purpose).Therefore he decided to use the Ledger account alias functionality in order to simplify the entries process. to know how he can do that please do the following :    

1. Click General ledger > Setup > Chart of accounts > Ledger account alias.
   

   

AX 2012 ِAlert Management Part I : Change based alerts

Purpose: The purpose of this article is to illustrate how to configure and use the change based alerts functionality in MS Dynamics Axapta 2012   

Scenario: In this article we are going to send alert to specific user if the value in the "Report as ready" field has been changed in General Journal Voucher. To do that we need to do the following :

 

First : Configure the Server configuration

1. Go to System administration --> Setup --> System --> Server configuration.
   

AX 2012 : Balance Control Accounts

My first tutorial :) ------ > Balance control Accounts in AX 2012

Shortcut keys to find and filter data in AX 2012

You,me and everyone likes shortcut keys. MS Dynamics AX come with around 100 shortcut keys.

Seven of them designed to find and filter data. Today we are going to discuss The most important three in my opinion at least.

1. ALT+F3                     Filter data by the current field value.
2. CTRL+SHIFT+F3       Clear all filters.
3. CTRL+UP ARROW    Move to the filter field of the column that the cursor is in.

In the following section we will use the "Main Account List" to demonstrate the previous shortcuts key.

Export Sales Order Data to MS Word template with Dynamics AX 2012 ( Document Management )

Often, the customer asked to modify the layout of the Standard reports to meet existing templates or tastes. and as we all know that changing the layout in the SSRS reports will take long time. Instead we can use one of the Dynamics AX functionality to export the customer data to MS Word Template in simple way and short time.  

The Document management functionality in Microsoft Dynamics AX give you the ability to attach files to records. For example, you can attach PDF, Microsoft Word, or Microsoft Excel files to a purchase order or a sales order. You can also create Word and Excel templates from Microsoft Dynamics AX data. 

This Article will discuss how to use MS Word templates rather than customize the standard SSRS reports in Dynamics AX 2012.

Payments in advance ( prepayment ) To a Vendor | AX 2012

This Article discuss Payments in advance ( prepayment ) to a Vendor. This article divided into three parts

• Introduction
• Setup (Step by step with screenshots )
• Implementation (Step by step with screenshots )

Introduction:                                                                          

Accounting practices in many countries/regions require that prepayment journal vouchers, or payments in advance, from a customer or to a vendor not be posted to the usual summary accounts for the customer or vendor. Instead, these prepayment journal vouchers must be posted to special ledger accounts for prepayment journal vouchers. When a sales order or purchase order is made, an invoice is issued to the customer or vendor. When the invoice is paid, the prepayment journal voucher and sales tax prepayment journal voucher on the ledger accounts for the prepayment journal vouchers are reversed. The invoice amounts are then automatically posted to the usual summary accounts.

Payments in advance ( prepayment ) from a customer | AX 2012

This Article discuss Payments in advance ( prepayment ) from a customer. This article divided into three parts

• Introduction
• Setup (Step by step with screenshots )
• Implementation (Step by step with screenshots )

Introduction:                                                                           

Accounting practices in many countries/regions require that prepayment journal vouchers, or payments in advance, from a customer or to a vendor not be posted to the usual summary accounts for the customer or vendor. Instead, these prepayment journal vouchers must be posted to special ledger accounts for prepayment journal vouchers. When a sales order or purchase order is made, an invoice is issued to the customer or vendor. When the invoice is paid, the prepayment journal voucher and sales tax prepayment journal voucher on the ledger accounts for the prepayment journal vouchers are reversed. The invoice amounts are then automatically posted to the usual summary accounts.