Tuesday, November 29, 2016

Dynamics 365 for Ops - Customer Write-off Reason Codes

A new feature in Dynamics 365 is Customer Write-off Reason Codes, which allows you to specify write-off accounts by Reason code, effectively multiplying the number of write-off accounts you can configure in a legal entity.  Pretty cool, huh?

Credit and collections > Setup > Customer write-off reason codes

Thursday, August 11, 2016

Dynamics AX Number Sequence Gremlins

Sometimes number sequences do not advance as they should, especially when set to 'Continuous' under the General tab in Number Sequence setup.  I've seen this behavior with Journal Batch numbering more than any other number sequence type.  Here's how to resolve this quickly and easily if it occurs.

Navigate to Organization administration >> Number sequences >> Number sequences and select the offending Number sequence.  Then under Administration, select 'Status list'.  

Click image to enlarge

Delete any records that appear in this list.  No Edit or Delete button you say?  Not to fear - type Alt-F9 (the keyboard shortcut for Delete in AX).  Voila.  Problem solved.  Go back and try your journal again.

Wednesday, July 20, 2016

Microsoft Dynamics AX New Features: Workspaces

I'll be presenting a 30 minute webcast on July 27, 2016 at 12:30 PM EST on the new Workspaces in Dynamics AX.  Join us to learn how to use and customize Workspaces and gain some familiarity with the new AX user interface.  Click WORKSPACES to sign up.  Hope to see you there!

Tuesday, July 19, 2016

Dynamics AX Task Recorder Screenshots

I found out recently that Task Recorder in AX7 does not create screenshots by default when exporting a task recording as an MS Word document.  Oddly enough, one has to be running the Chrome browser and download and install an extension to Chrome to enable screenshot capture in Task Recorder.  Once this is enabled, screenshots will be captured in the Word doc, just as we've been accustomed to in previous AX versions.

Here's the link to the instructions and the extension download:  https://ax.help.dynamics.com/en/wiki/task-recorder-in-ax7/#screenshot-extension-setup.

Thursday, October 15, 2015

Running a depreciation projection in AX

Wish you could project depreciation for the coming year for budget purposes?  While AX doesn't have a formal depreciation projection function, with a little creativity, we can create one.

Step 1 - Create a new Fixed Asset Proposal journal.  Give it a descriptive name and add 'DO NOT POST' to the description, just to be safe.  The last thing we want to post a year or more of depreciation inadvertently.

Step 2 - Click the Lines button, then Proposals>>Depreciation.  Set the 'To date' to the depreciation end date.  You can also filter the proposal by Fixed asset group and/or Value model.  Click OK and sit back and wait for the proposal to generate.

Step 3 - Once the Lines window is populated, press Ctrl-t to transfer the results to Excel.  At this point, you can also enter a Release date way in the future to be extra safe about not posting this journal.

Step 4 - Filter or Pivot the results in Excel to limit the periods in your projection to the desired result set and group the results as desired.


Voila - a depreciation projection for your enjoyment.

Thursday, September 24, 2015

Using Info Codes in AX 2012 R3 Retail POS

Info Codes (formerly Reason Codes in AX 2012 R2 and prior) can be used in Retail POS as well as AX.  Here's an example illustrating the use of Info Codes to categorize product returns.

The client desired two codes for product returns to differentiate between normal customer returns and returns due to defective product.  Setup is as follows.

Retail>>Setup>>Info Codes

1. Enter an Info code number, Description, Prompt (if desired) and the Input type.  In this case, we're using Subcode buttons as the Input type as we wanted the code to be entered via button selection
2. In the General fast tab, select 'Input required' and set the 'Frequency percent' to 100.00
3. Click on the Subcodes button

4. In the Subcodes form, enter the Subcode number (or text), the Description, Trigger function, Trigger code, and Price type.  If you wish to use a Return price different from the original product price, enter that price or a % off list in the Amount/percent field.

Note: You can nest multiple Info codes in Info code groups (Retail>>Setup>>Info code groups) if desired.  For this example we'll not use this feature.

5. Close the Subcodes and Info codes forms

Go Retail>>Setup>>Return locations

This is where we cross reference the Info codes we just created to the store(s) Return location(s).

1. Enter a Name and Description
2. Select 'Print labels' if you want to print Return labels
3. Select 'Block inventory' if you want the returned items to be blocked from use in other transactions
4. Click the 'Add' button in the 'Map retail info codes' fast tab to map these codes to your store(s)
5. Select the Reason code, Subcode(s), Store, Warehouse and Location.  You can also set the 'Block inventory' selectively here by store and/or Subcode
6. Close the 'Return location' form

Now, run the '1030 - Info code information' Distribution schedule under Retail>>Periodic>>Data distribution>>Distribution schedule to push the changes out to the retail channels.

Enter a return transaction at your POS register.  After selecting the product to return, the following prompt appears. Select the appropriate code to continue.

Once completed, return transactions are saved with the Info code, allowing you to analyze POS returns by Info code to determine what is driving returns at the store level and throughout your retail operation overall.

Wednesday, September 16, 2015

How does Item Sales Tax work in Dynamics AX?

1.     There are Item Sales Tax Groups, Customer Sales Tax Groups, and POS Store Sales Tax Groups
2.     All items that may be taxable must have an Item Sales Tax Group associated with them
a.     The Item Sales Tax Group should include ALL sales tax codes that are applicable for all Customer or Store sales tax groups

3.    To calculate tax properly, there must be a match between the sales tax codes assigned to the Customer or Store Sales Tax Group, and the sales tax codes assigned to the Item Sales Tax Groupno match, no tax, period.
4.    Within AX, a match between the codes in the Customer Sales Tax Group and the Item Sales Tax Group will calculate tax on a sales transaction
5.    Within POS, a match between codes in the Store Sales Tax Group and the Item Sales Tax Group will calculate tax on a POS transaction
a.     Caveat – you can override the taxation at the Store level by checking the ‘Use Customer-based taxes’ flag on the Store setup to use the sales tax group assigned to customers

6.     The ‘TAXEXEMPT’ sales tax group will prevent taxation for any customer who is designated as such by virtue of the 0% Tax Code associated with the Tax Exempt sales tax group