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Monthly Archives: July 2014

Workflow Approval via Email

Business SolutionsThe Microsoft Dynamics AX workflow infrastructure empowers users to configure workflow in application modules, with a specific focus on tasks and approvals.

As one of the workflow features, email messages can be configured and sent that contain links to documents that require actions. For example, an employee enters a timesheet, and then submits it to his or her manager for approval. The manager receives an email message requesting approval. The email message contains a link to the timesheet that the user entered. One of the most common requests related to this functionality has been for the capability for the manager or approver to approve or reject from the email message itself.

In Microsoft Dynamics AX 2012 R2, this functionality can now be enabled by applying a hotfix download and then installing the Microsoft Dynamics AX Connector for Mobile Applications.

For more information, download whitepaper at
http://www.microsoft.com/en-us/download/confirmation.aspx?id=37002

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Posted by on July 28, 2014 in Development

 

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Warehouse Management System Implementation Guide for Microsoft Dynamics AX 2012 R3 is available for download

 

Business SolutionsThis document provides functional and technical guidance to users who want to implement or use the Warehouse Management System that is provided as part of the Microsoft Dynamics AX 2012 R3 solution.

You can download it through the following link
http://www.microsoft.com/en-us/download/details.aspx?id=43660

 
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Posted by on July 28, 2014 in Development

 

Top 100 VAR List for 2014

Congratulations to these hardworking companies.

Download the full Bob Scott’s Insights Top 100 VARs List (requires login).

 
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Posted by on July 18, 2014 in Development

 

AXBUILD – Wanna save some time during X++ compile in MS Dynamics AX 2012 R2?

If you run MS Dynamics AX 2012 R2 CU 7 kernel you can do the X++ compile a lot faster using axbuild.exe because it runs in parallel executing on the AOS instead of AX client.

You may find more in depth info here:

http://blogs.msdn.com/b/axtools/archive/2013/11/04/parallel-x-compilation-for-microsoft-dynamics-ax2012-r2-in-cumulative-update-7.aspx

http://msdn.microsoft.com/en-us/library/dn528954.aspx

Example Command Line

Here is an example command line for AxBuild.exe that might match the command line you need in your particular environment. The line is artificially wrapped here for better display.

axbuild.exe xppcompileall /s=01 /altbin=”C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin” /log:”C:\Temp”

NOTE: Make sure in AX Server Config, “Enable the hot-swapping of assemblies for each development session.” should be turned off, otherwise, axbuild command will not run

 
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Posted by on July 18, 2014 in Development

 

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Importing a General Journal using Data Import/Export Framework AX 2012

Here is a tutorial on how to configure Dynamics AX 2012 to import a general journal from a CSV file. The steps below are using Contoso demo data.

  1. Create a new folder on the root of the C: Drive and name it “DIEF”:
  2. Navigate to Data import export framework | Setup | Data import export framework parameters. Click “Browse” next to “Shared working directory” and select the “DIEF” folder we created. Once selected, click “Validate”.
  3. Close the “Data import export framework parameters” form.
  4. Go to Data import export framework | Setup | Source data formats. Enter “GLJOURNAL” for the “Source name” and “Type” = “File. In the parameters on the right side, enter “File format” = “Delimited”, “First row header” = TRUE, “Row delimiter” = “{CR}{LF}”, “Column delimiter” = “Comma {,}”, “Text Qualifier” = “*”, and “Role separator” = “;”. Click “Application”, and then select “CostCenter”, “Department”, and “ExpensePurpose”. Enter “CostCenter-Department-ExpensePurpose” for the “Dimension format” value.
    2262_4A
  5. Go to Data import export framework | Setup | Target entities. Click “New” and enter “Entity type” = “Entity”, “Entity” = “Custom”, “Entity name” = “GLJOURNAL”, “Staging table” = “DMFLedgerJournalEntity”, “Entity class” = “DMFLedgerBalanceEntityClass”, and “Target entity” = “DMFLedgerJournalTransEntity”. Close the “Target entites” form.
  6. Go to Data import export framework | Common | Processing group. Type “GLJOURNAL” for the “Group name”, Ctrl+S to save, and click “Entities”.
  7. On the “Select entities for processing group” form, enter “GLJOURNAL” for both the “Entity name” and the “Source data format”. Click “Generate source file”.
  8. On the “Wizard” form, click “Next”. For the “Display data” fields, select the following and put them in the following sequence: JournalName, JournalNum, LineNum, CurrencyCode, TransDate, Voucher, AccountType, LedgerDimension, AmountCurDebit, AmountCurCredit, OffsetAccountType, OffsetLedgerDimension. Click “Generate sample file”.
  9. A .txt file should open, and save it to the root of the C: drive.
  10. Click “Finish” on the “Wizard” form. Close the “Select entities for processing group” form. Close the “Processing group” form.
  11. Go to General ledger | Setup | General ledger parameters. Click “Number sequences”. Right-click “Gene_10” next to “Journal batch number” and click “View details”.
  12. Click “Edit”, change the “_010” to “JN”, and click “Move up”. Click the “General” fast tab and note the “Next” value, in my case “JN000421”.
  13. Close the “Number sequences” form and the “General ledger parameters” form.
  14. Navigate to General ledger | Setup | Journals | Journal names. Select “GenJrn” and right-click the “Acco_18” next to “Voucher series”, and then click “View details”.
  15. On the “Number sequences” form, click “Edit”. In the “Segments” fast tab, click “Add”, select “Constant” for the “Segment”, and type “VN” for “Value”. Move this new segment to the top by clicking “Move up”. Note the next number in the series. In my case, “VN00000038”.
  16. Close all forms.
  17. Open Excel. Click File | Open. Navigate to the C: drive and select the “GLJOURNAL.txt” file (You may need to change the drop menu to “All Files (*.*)”)
  18. On the “Text Import Wizard” form, click “Delimited” and click “Next”. Check the box for “Comma” and click “Finish”.
  19. In line 2, enter the following values for each header:
  1. JournalName = GenJrn
  2. JournalNum = JN000421 (Value from step 12)
  3. LineNum = 1
  4. CurrencyCode = USD
  5. TransDate = 8/19/2013
  6. Voucher = VN00000038 (Value from step 16)
  7. AccountType = Ledger
  8. LedgerDimension = 110180-OU_1-OU_3566-Training
  9. AmountCurDebit = 10
  10. OffsetAccountType = Ledger
  11. OffsetLedgerDimension = 110101-OU_1-OU_3566-Training
  • Click File | Save As. Click “CSV (Comma delimited)” for the “Save as type” drop-menu.
  • Close Excel.
  • Go to Data import export framework | Common | Processing group. Select the line for “GLJOURNAL” and click “Entities”.
  • Click the folder icon next to “Sample file path”, and select the .csv file from step 20. Click “Generate source mapping”. Close the infolog.
  • Close the “Select entities for processing group” form.
  • On the “Processing group” form, select the line for “GLJOURNAL” and click “Get staging data”.
  • A form for “Create a job ID for the staging data job” should open and populate with a “Job ID”. Click “OK”.
  • On the “Staging data execution” form, click “Preview”. Verify the columns are correct, and then click “Run”.
  • Close the infolog.
  • On the “Processing group” form, click “Copy data to target”. Select the “Job ID” created earlier, and click “OK”. On the “Target data execution” form, click “Run”, then click “OK”.
  • Close the Infolog.
  • Go to General ledger | Journals | General journal. Locate the imported journal, and click “Lines”.
  • Notice the values imported properly, and click Post | Post. The journal posts successfully.

Adapted from Microsoft Dynamics AX Support

 
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Posted by on July 18, 2014 in Development

 

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