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.