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Showing posts from May, 2018

How to import counting journal with Excel in Dynamics 365?

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In the  This   post, we talk about import movement journal via excel.   Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setup so if you activate lock items during the count. so, if this parameter not activated, you can make any transaction during the counting and excel validate this parameter also as the below  I am trying to import item already counted in another open  journal For the second point  the system will calculate the onhand when you publish counting journal from excel. How to import counting journal? Just go to inventory management /journal entries / item counting / counting click new and select your journal click Ok to open journal lines go to open in excel and select inventory journal lines click download open the dow...

Set up products with process manufacturing

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Introduction Microsoft Dynamics ®  AX 2012 provides an easy & flexible way of creating & releasing new products. Products can be created in a central company and then released to other companies that transact them. For simpler scenarios, it is possible to create products in particular legal entity; Dynamics AX 2012 creates them in the central company in the back-end and releases them to the concerned company. However, if process manufacturing is used, different properties can be setup on these products depending on customer requirements, for instance, some products maybe short life products while others maybe dual unit of measure products and so on. This blog provides an overview of properties that can be set on products to enable different functionality in process manufacturing solution. Hopefully, it will help application consultants and pre-sales consultants who need to understand the system for either preparing for a demo or for implementing at a customer s...

Developing a SSRS report using the Report Data Provider in Microsoft Dynamics AX 2012

Overview There are multiple methods to develop SSRS reports in Microsoft Dynamics AX 2012. This tutorial will guide you in developing Report Data Provider (RDP) based SSRS reports. RDP based SSRS Reports are used when complex business logic cannot be achieved using AOT query. Pre-requisites Microsoft Dynamics AX 2012 Visual studio 2012 SQL Server Reporting Services (SSRS) must be configured Reporting services extensions must be installed in Dynamics AX Important Concepts Report Data Provider (RDP) Class Report Data Provider Class is an X++ class that is used to access and process data for a SSRS report. The RDP class processes the business logic based on a specified parameter and/or query and returns a dataset to the reporting services. In order to create a RDP class in AX, you have to extend that class with SRSReportDataProviderBase. This tells AX that this class will be used by reporting services to process the data. Two important attributes are used in ...

Master Planning: Use a static and dynamic Master Plan or use one plan?

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Dynamics AX 2012 - Master Planning  A guideline for the static and dynamic plan functionality All ERP systems have the concept of a “plan”, which is the foundation of the planning logic. All planned orders are tied to a specific plan. The reason is of course the need to do simulations. One plan is typically the “real” plan that runs the business. Other plans are just for testing and simulating. It has been this way for decades in the ERP world. Dynamics AX extends this functionality with the option to use two plans that are both “real” and are both official plans. They are called the static and the dynamic master plan.                         The thinking behind the idea of a dynamic plan The “two-plan – MRP” idea is designed for businesses that are Make-to-Order or Assembly-to-Order, where a new sales order  triggers lower level demand. If your business is 100% make-to-stock or repetitive manufact...