tag:blogger.com,1999:blog-86748208885032918882024-03-06T12:01:33.575-08:00Microsoft Dynamics ConsultingMustafa Chohan is a Microsoft Dynamics Consultant. With 10+ Years of experience of implementing multiple Microsoft Dynamics solutions across the globe. Currently working as principal consultant for Tech Ventures.Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.comBlogger29125tag:blogger.com,1999:blog-8674820888503291888.post-71934597557366635082016-07-04T17:05:00.000-07:002016-07-04T17:05:26.381-07:00Warehouse Management : Receiving at different warehouse <div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Microsoft Dynamics AX 2012 allows to receive purchase orders on different locations as compared to warehouses that are available on source documents. I recommended not to implement this option as it will prone to mistakes where inventories are received at wrong locations.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">On the other hand this is required by businesses in order to continue their operations if shipments are received on different warehouses. Since this option can be enabled any time - so I recommend to enable this option as and when required.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Also a note here that receiving is only possible on same site but different warehouse. To enable this option navigate to warehouse management > setup > warehouse setup > site</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"> Once enabled receiving can be done in a normal way. One of the most important thing to be discussed here is : regardless inventory is received at any warehouse, product receipt will be shown for the warehouse from the source document, though on-hand and inventory will be available on actual warehouse. As shown in screen below where source document warehouse was 52 whereas inventory was received at warehouse 51</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Mustafa Chohan</span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-79143878853716244512016-07-04T11:49:00.001-07:002016-07-04T11:49:48.761-07:00Warehouse Management : Location Override<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Microsoft Dynamics AX location directives suggest where to put particular item within a warehouse depending on the nature of inventory or type of action performed at the time of receiving. For example, a good that is marked as damaged can be put at return location while goods in satisfactory conditions can be put on their designated locations.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Microsoft Dynamics AX also allows to override locations at the time of pick and put processes. This ensures smooth operations in a warehouse and users can override selections when required. Options for overriding locations are user based and need to be enabled.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">To enable this functionality navigate to warehouse management > setup > worker user > worker | select the worker and allow override based on warehouses.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">At the time of PUT users will have suggestions from the system as well as options from the system to override the quantities.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9NFH0FPRHpZR8OYSeH51wABuLwA7enxA63EtwUzMXIEhW7UmKX4sv-eRsk7BCn_WJjXuZk4mC8g0j4KPXWmoo6ke04aat2fXKeeeSfZk5OwSixOsSdZRK95oO6m9AZ1HaUzG1B6O4pp83/s1600/2016-07-04_2246.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="208" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9NFH0FPRHpZR8OYSeH51wABuLwA7enxA63EtwUzMXIEhW7UmKX4sv-eRsk7BCn_WJjXuZk4mC8g0j4KPXWmoo6ke04aat2fXKeeeSfZk5OwSixOsSdZRK95oO6m9AZ1HaUzG1B6O4pp83/s320/2016-07-04_2246.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Mustafa Chohan</span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com2tag:blogger.com,1999:blog-8674820888503291888.post-88852843128089496312016-07-03T13:19:00.000-07:002016-07-03T13:19:06.349-07:00Warehouse Management : Location Directives & Purchase Order Processing<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">With warehouse management location directives functionality users at the warehouse can place item at their correct locations. While system will suggest where to put what. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">In our example we will receive a purchase order receiving of following items: </span><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000146 : DAX Water Bottle : 500 BOXES</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000151 : DAX Fresh Juice : 500 BOXES</span></li>
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<span style="font-family: Arial, Helvetica, sans-serif;">At the time of receiving users at warehouse inspected the items and found that:</span><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000146 : DAX Water Bottle : 2 BOXES are DAMAGED</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000146 : DAX Water Bottle : 498 BOXES are in GOOD Condition</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000151 : DAX Fresh Juice : 2 BOXES are EXPIRED</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000151 : DAX Fresh Juice : 1 BOX is DAMAGED</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000151 : DAX Fresh Juice : 497 BOXES are in GOOD Condition</span></li>
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<span style="font-family: Arial, Helvetica, sans-serif;">Due to nature of inventory,</span><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Damaged or Expired DAX Fresh Juice and DAX Water Bottle is requuried to be placed at RETURN location to process inventory returns</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">DAX Fresh Juice to be placed in FREEZER Location</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">DAX Water Bottle to be placed in NORMAL Location</span></li>
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<span style="font-family: Arial, Helvetica, sans-serif;">Following are the setups must be available in order to execute the above process:</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Inventory Status</b> : 3 Inventory status must be available (Available, Damaged and Expired). Inventory status Damaged and Expired must be marked for BLOCKED</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjI6cUtuFhERi7De0CgRwQZp4HqqokY2e2AxOVUJlIPTc7ebpoxMubF1LexHBc8Yn8OEVPuVtfyYXcTnCWeVy8hlWqjyEtvWGm84EA9iZItcyOh4R_DFYkYepr7IWBtFaW96Mgo4KAAHVoK/s1600/2016-07-03_2318.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="152" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjI6cUtuFhERi7De0CgRwQZp4HqqokY2e2AxOVUJlIPTc7ebpoxMubF1LexHBc8Yn8OEVPuVtfyYXcTnCWeVy8hlWqjyEtvWGm84EA9iZItcyOh4R_DFYkYepr7IWBtFaW96Mgo4KAAHVoK/s320/2016-07-03_2318.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Disposition Codes</b> : 3 Inventory Disposition Codes must be setup (GOOD, Damaged and Expired) and associated with respective Inventory statuses</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjK3yXX5-p6X-TSGLrwYokYyBEz7K4xg10iGTyCI9XodHL5AGN1-SsriCKF3OA_H2NTFMhj8b5BtPPAe14-e7LJLRYoIfs_tAkjsWan_jn1a5qZuFbJ_awafDWmfQPA2j_mNlM4Qtzqx7zT/s1600/2016-07-03_2320.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="133" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjK3yXX5-p6X-TSGLrwYokYyBEz7K4xg10iGTyCI9XodHL5AGN1-SsriCKF3OA_H2NTFMhj8b5BtPPAe14-e7LJLRYoIfs_tAkjsWan_jn1a5qZuFbJ_awafDWmfQPA2j_mNlM4Qtzqx7zT/s320/2016-07-03_2320.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Location Directives</b> : We have to setup location directive for each disposition code where system will realize where to put what inventory. Status for damaged and expired is set for 'Fixed and non-fixed locations' while Available is set for 'Only fixed locations for the product'</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Fixed Locations</b>: In this example we have setup a fixed location, so that inventory can only be placed at correct location. Other then fixed location we can setup a zone, zone group or location profile to determine the correct location during the PUT process.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJhXFeZyDLRzmI_9cJhKcPAWkRdVkgUCUK-zDmWsBvxwxKc4KMudieDUTW6ZSBN0qhE76T49KQ9K-N5a30aMD6VvF6SogP-LILyqG5xkr1QDM1E1Ff7NtkR6a5SNnYPZnRmwuqvfoXjUda/s1600/2016-07-03_2322.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="206" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJhXFeZyDLRzmI_9cJhKcPAWkRdVkgUCUK-zDmWsBvxwxKc4KMudieDUTW6ZSBN0qhE76T49KQ9K-N5a30aMD6VvF6SogP-LILyqG5xkr1QDM1E1Ff7NtkR6a5SNnYPZnRmwuqvfoXjUda/s320/2016-07-03_2322.png" width="320" /></a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">To execute the process:</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Create a purchase vendor with two items:</span></div>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000146 : DAX Water Bottle : 500 BOXES</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Item 000151 : DAX Fresh Juice : 500 BOXES</span></li>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEglXBS_BZn5qRBdDmKGKPiHDkRqAW-dC5RTfn7upVM7iLi6d3rcNeGBYzOZczZfdqR4C_PWHcZVrD5ez6Lu8USfZv_4klkPaPfYvP4OiEIojnRUTd9VlRjIQGuniP6xN9ONQMkrclOEbHbU/s1600/2016-07-03_2333.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="105" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEglXBS_BZn5qRBdDmKGKPiHDkRqAW-dC5RTfn7upVM7iLi6d3rcNeGBYzOZczZfdqR4C_PWHcZVrD5ez6Lu8USfZv_4klkPaPfYvP4OiEIojnRUTd9VlRjIQGuniP6xN9ONQMkrclOEbHbU/s320/2016-07-03_2333.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">For a Purchase Order screen we can see the load details created during the purchase order creation (Load is automatically created at the time of PO entry if parameters available at Warehouse Management > Warehouse Management Parameters > Loads > Automatically create at Purchase Order Entry is marked)</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">To see load details click the Load ID.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2gzaJDVPDxQKgP8b__WhY053hLE5FnsipzkU2doJsWL0jqvwxXad8sqKC0-47yriaJgOr99HEFoiWzCjnt2BhyiEqznAOcg3p0GtMXGAP2_7TeryYyDTAYP7Na5hafsXmvnux0zYJEotT/s1600/2016-07-03_2335.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="84" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2gzaJDVPDxQKgP8b__WhY053hLE5FnsipzkU2doJsWL0jqvwxXad8sqKC0-47yriaJgOr99HEFoiWzCjnt2BhyiEqznAOcg3p0GtMXGAP2_7TeryYyDTAYP7Na5hafsXmvnux0zYJEotT/s320/2016-07-03_2335.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Load detail can be printed and submitted to warehouse manager to schedule and plan delivery</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0rJyfiZv79W_IFuy0Fb6_l_jlIhwz41Q9wn8xQDXbGRE4LRbSY_oup7qwdevjfSrr6X7HTQ3yqLG5CzdfZksgGwvmoHu3ekjnxGnfWRl3JFxtbHYPAIPZNXflEU3ihMobDOWl9jdWkBeJ/s1600/2016-07-03_2336.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="161" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0rJyfiZv79W_IFuy0Fb6_l_jlIhwz41Q9wn8xQDXbGRE4LRbSY_oup7qwdevjfSrr6X7HTQ3yqLG5CzdfZksgGwvmoHu3ekjnxGnfWRl3JFxtbHYPAIPZNXflEU3ihMobDOWl9jdWkBeJ/s320/2016-07-03_2336.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">In order to process the receuving warehouse managers are required to sign in to Portal with User ID and Password provided</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEillhDvnIxo9bh-zX0ebP_QSnhyphenhyphenq1mp97pHGCSz5lm-_pcB3Ve82u1avr0A6-IOKRrhvqHisE2qB9Ql2mxcoO7i6Y7o9t-6CTBiiz455P5CJjIWIg0BMZbR5k967Qxc93jKxO6tFrA4VIYq/s1600/2016-07-03_2337_001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEillhDvnIxo9bh-zX0ebP_QSnhyphenhyphenq1mp97pHGCSz5lm-_pcB3Ve82u1avr0A6-IOKRrhvqHisE2qB9Ql2mxcoO7i6Y7o9t-6CTBiiz455P5CJjIWIg0BMZbR5k967Qxc93jKxO6tFrA4VIYq/s1600/2016-07-03_2337_001.png" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Select Inbound and proceed to Purchase Recieve</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0A11x74muAZPMUXrqbol77vYkwPt6mcDb3y0eQxF8QIBtdhvR6Jz9KYneHfrvF5J6qm7SaEBh3MYaBiSD5zJvz1Gi711nIbmh1cAmibgFBFQF56wEozhqj27LMo7hFus25PC_onXquhoD/s1600/2016-07-03_2338.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0A11x74muAZPMUXrqbol77vYkwPt6mcDb3y0eQxF8QIBtdhvR6Jz9KYneHfrvF5J6qm7SaEBh3MYaBiSD5zJvz1Gi711nIbmh1cAmibgFBFQF56wEozhqj27LMo7hFus25PC_onXquhoD/s1600/2016-07-03_2338.png" /></span></a></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuLenx5lsrA6M2lWBgNNOuPQ3q0sN2v4XZY6emVMFy3fga3kTgvgRCXeNvDDr3KrHabTssPBSvHp9snDjFvkifpr9u3kReFuri4gwrtEjOVJS5ssYJk-hUGd9iU4qr53h5QdCGEtJEf9HO/s1600/2016-07-03_2338_001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuLenx5lsrA6M2lWBgNNOuPQ3q0sN2v4XZY6emVMFy3fga3kTgvgRCXeNvDDr3KrHabTssPBSvHp9snDjFvkifpr9u3kReFuri4gwrtEjOVJS5ssYJk-hUGd9iU4qr53h5QdCGEtJEf9HO/s320/2016-07-03_2338_001.png" width="273" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Enter PO Number : 004758</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Enter Item ID : 000151</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Enter Quantity : 1</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Select Disposition code : Expired, Damaged or Available</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_cRyaWUaZN_5NPXx9otz-rQiKEUCSGz8hPcNum0oXwR-XU9Ny_HZDkgiUsrMXHUAIXXFVX44NosFy3pXhlfw0-uP-UK95mp5vCrOvaU_2aeWcyk8f-HyUFl8a0Fj-PGcWMIXPcnS9Iw55/s1600/2016-07-03_2339.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="300" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_cRyaWUaZN_5NPXx9otz-rQiKEUCSGz8hPcNum0oXwR-XU9Ny_HZDkgiUsrMXHUAIXXFVX44NosFy3pXhlfw0-uP-UK95mp5vCrOvaU_2aeWcyk8f-HyUFl8a0Fj-PGcWMIXPcnS9Iw55/s320/2016-07-03_2339.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Process to be followed for entire shipment and it should result in following.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiiIRtK8TrFlb1P7QamCWpY4-yJxh_9pYjXsa8ESm_l0toB5eBbBjLVQcUBT71P3u7Zrcmn6VaZosYHxt5fvNvb7vWWqEbvRkx14WCyKCZ50ZdxOiA3i0Eg7d5RwdwZAhy3pxHi3plHIDDQ/s1600/2016-07-03_2350.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="66" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiiIRtK8TrFlb1P7QamCWpY4-yJxh_9pYjXsa8ESm_l0toB5eBbBjLVQcUBT71P3u7Zrcmn6VaZosYHxt5fvNvb7vWWqEbvRkx14WCyKCZ50ZdxOiA3i0Eg7d5RwdwZAhy3pxHi3plHIDDQ/s320/2016-07-03_2350.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Entire inventory is currently avaialble at RECV location as inventory is not moved to destination or bulk locatons, Also you may notice license plates are automatically generated while inventory status entered by the warehouse users are correctly shown.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">PUT Process:</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Navigate to All Loads list page and Print Pick List - to see the Work Created. </span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEidm7CPZt_gJns3lJUAHYzYm2kVIhC0ZwFj8G8tShOqBD-Nb_nFDCO91OYcIhLnPc24ioAq0IyM-uAVsq-nNM8Ij4-8X5BU6cwUiChO35l_XnL38I7ZSUxopAATb5kbhrIMc4NSZwAbfo_L/s1600/2016-07-03_2355.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="182" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEidm7CPZt_gJns3lJUAHYzYm2kVIhC0ZwFj8G8tShOqBD-Nb_nFDCO91OYcIhLnPc24ioAq0IyM-uAVsq-nNM8Ij4-8X5BU6cwUiChO35l_XnL38I7ZSUxopAATb5kbhrIMc4NSZwAbfo_L/s320/2016-07-03_2355.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Different prints are available but the best I can see is the pick list as it shows all the work for the entire load on single page. Where warehouse staff can scan the work ID bar code and complete the PUT process.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgAndIeBr8Ig_a4yfsIM8OXaT1PeuzmlviuFf7Mo5DOnMKJDjJnm50UgNuhrxoMc35zoi6EE6Je5fyOHRglUPc_Bk_38VP6uwharGm1wTTQOXoH8DAIHayTLkDCqbEkGpo8zZfmaWi4HOp_/s1600/2016-07-03_2355_001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="182" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgAndIeBr8Ig_a4yfsIM8OXaT1PeuzmlviuFf7Mo5DOnMKJDjJnm50UgNuhrxoMc35zoi6EE6Je5fyOHRglUPc_Bk_38VP6uwharGm1wTTQOXoH8DAIHayTLkDCqbEkGpo8zZfmaWi4HOp_/s320/2016-07-03_2355_001.png" width="320" /></span></a></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJZ7KR_ylVsR_alpiHej2_MlLrI-EmvK0L6BaRWGn2vRtUDLJ6d14KTl2EM8Ll_oYe3p_6d3pcDlBZ7p89mQYDkFUnhr7RuslnWOFm4upCRuWxi4hOIzp4SebqG9tZypm3lAzgfHHOhyphenhyphenUK/s1600/2016-07-03_2355_002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="152" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJZ7KR_ylVsR_alpiHej2_MlLrI-EmvK0L6BaRWGn2vRtUDLJ6d14KTl2EM8Ll_oYe3p_6d3pcDlBZ7p89mQYDkFUnhr7RuslnWOFm4upCRuWxi4hOIzp4SebqG9tZypm3lAzgfHHOhyphenhyphenUK/s320/2016-07-03_2355_002.png" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">To complete the PUT process sign in to Mobile portal. </span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEillhDvnIxo9bh-zX0ebP_QSnhyphenhyphenq1mp97pHGCSz5lm-_pcB3Ve82u1avr0A6-IOKRrhvqHisE2qB9Ql2mxcoO7i6Y7o9t-6CTBiiz455P5CJjIWIg0BMZbR5k967Qxc93jKxO6tFrA4VIYq/s1600/2016-07-03_2337_001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEillhDvnIxo9bh-zX0ebP_QSnhyphenhyphenq1mp97pHGCSz5lm-_pcB3Ve82u1avr0A6-IOKRrhvqHisE2qB9Ql2mxcoO7i6Y7o9t-6CTBiiz455P5CJjIWIg0BMZbR5k967Qxc93jKxO6tFrA4VIYq/s1600/2016-07-03_2337_001.png" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Click Inbound and continue with Purchase Put Away Process.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0A11x74muAZPMUXrqbol77vYkwPt6mcDb3y0eQxF8QIBtdhvR6Jz9KYneHfrvF5J6qm7SaEBh3MYaBiSD5zJvz1Gi711nIbmh1cAmibgFBFQF56wEozhqj27LMo7hFus25PC_onXquhoD/s1600/2016-07-03_2338.png" /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuLenx5lsrA6M2lWBgNNOuPQ3q0sN2v4XZY6emVMFy3fga3kTgvgRCXeNvDDr3KrHabTssPBSvHp9snDjFvkifpr9u3kReFuri4gwrtEjOVJS5ssYJk-hUGd9iU4qr53h5QdCGEtJEf9HO/s320/2016-07-03_2338_001.png" width="273" /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Scan the work ID from the Pick List available from the Load Detail list page.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3HP-NY0sQ_i5dXYE9mgapvaN86Pd-B7HLX7p5EctQwHAOUSoBM1yEeJFGhDTPJ6fPm1Sya2Uzaxr7lSGu_jK3-x0jUk1h6vnTzyH6nWVVPnG5PWjC03ovLyDMUKOlvq5wC0nAWeevUeXf/s1600/2016-07-04_0005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="109" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3HP-NY0sQ_i5dXYE9mgapvaN86Pd-B7HLX7p5EctQwHAOUSoBM1yEeJFGhDTPJ6fPm1Sya2Uzaxr7lSGu_jK3-x0jUk1h6vnTzyH6nWVVPnG5PWjC03ovLyDMUKOlvq5wC0nAWeevUeXf/s320/2016-07-04_0005.png" width="320" /></a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;">Verify the work</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgK4njcDl9sWJEjJUc_r7u7FzuWnhLsIIbnZKxtop9WLZdlJka7o0HcjgM5_0gFd5_Ny6wZrOdQqdub2mRbSY2axp51qFlHneFk_-VQ17YH8_VB4xfsdG7xjPFfM_rh_fQtdopFKksxwNyz/s1600/2016-07-04_0005_001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="266" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgK4njcDl9sWJEjJUc_r7u7FzuWnhLsIIbnZKxtop9WLZdlJka7o0HcjgM5_0gFd5_Ny6wZrOdQqdub2mRbSY2axp51qFlHneFk_-VQ17YH8_VB4xfsdG7xjPFfM_rh_fQtdopFKksxwNyz/s320/2016-07-04_0005_001.png" width="320" /></a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;">Continue the process for all others work within the load.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtHiLILzOmiRXerIDVTJ9h-3O9eYuexMZGYW2URe8fHbZ8OlS4-XMjzXPisyDejTfip10SNZNPtEiMGEqxUOyJ4fTqdlpeJGNYNq6R-vMrZ8ex3Zg9VPGerDlRH5_X30skH2ENQvk8LA3u/s1600/2016-07-04_0006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="226" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtHiLILzOmiRXerIDVTJ9h-3O9eYuexMZGYW2URe8fHbZ8OlS4-XMjzXPisyDejTfip10SNZNPtEiMGEqxUOyJ4fTqdlpeJGNYNq6R-vMrZ8ex3Zg9VPGerDlRH5_X30skH2ENQvk8LA3u/s320/2016-07-04_0006.png" width="320" /></a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;">Finalize the PUT process.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;">Product Receipt can be automatically posted or can be done manually. </span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-205562227000328862016-07-03T05:18:00.002-07:002016-07-03T13:24:57.739-07:00Warehouse Management : Disposition Codes & Inventory Statuses in Inbound Process<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Disposition Codes in Microsoft Dynamics AX 2012 Warehouse Management allows to put correct inventory status for tracking purposes. At the time of receiving disposition codes can be used to track inventory for </span><br />
<br />
<ol style="text-align: left;">
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Available</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Damaged</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Expired</span></li>
</ol>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Inventory status can be setup to be blocked or available for use. To setup inventory status navigate to Warehouse management > Setup > Inventory > Inventory Status</span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">To setup disposition codes navigate to Warehouse Management > Setup > Mobile Device > Disposition Codes</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivQ_cnBlux18FTjyB3fEBbS8xqWDLK4U_Yxjeymv5e9fBzmCHA65JR-j8vHpwdYstaHx3O4kdfxUYgJc_HJXi9Qow0U5okvWfnWzFIAUZ6LjiPo7uPDV5KO-NvgTnnljDpjuLIjvGKCSu9/s1600/2016-07-03_1556.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="127" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivQ_cnBlux18FTjyB3fEBbS8xqWDLK4U_Yxjeymv5e9fBzmCHA65JR-j8vHpwdYstaHx3O4kdfxUYgJc_HJXi9Qow0U5okvWfnWzFIAUZ6LjiPo7uPDV5KO-NvgTnnljDpjuLIjvGKCSu9/s320/2016-07-03_1556.png" width="320" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">To allows warehouse users to enter disposition codes at the time or receiving - enable all inbound processes to input disposition codes. To enable these processes navigate to Warehouse Management > Setup > Mobile Device > Mobile Device Menu Items and select relevant menu item</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBFZYFh92HBotDy98R6k2YIjbvNowBx7cB9WqHClM0R4_Jt2SWNuRFlk5AyUnx6bDjF54lTJqGxd8jcQYkOHiKmr_BDHVRjB88ynX7khDD1sECEzoOmV94QzuOzIampMWQzrDsU_ocHrZW/s1600/2016-07-03_1558.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="99" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBFZYFh92HBotDy98R6k2YIjbvNowBx7cB9WqHClM0R4_Jt2SWNuRFlk5AyUnx6bDjF54lTJqGxd8jcQYkOHiKmr_BDHVRjB88ynX7khDD1sECEzoOmV94QzuOzIampMWQzrDsU_ocHrZW/s320/2016-07-03_1558.png" width="320" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Now create one purchase order and receive it via Mobile Portal you will see users will now to be able to select disposition code at the time of Purchase Order receiving</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Once received inventory is stored with different inventory statuses. Users can also see what inventory statuses were selected at the time of transaction. </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Inventory status other then available are not available for sales order transaction ensuring wrong inventories are not selected by the sales staff during sales order processing. </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Mustafa Chohan</span></div>
<div>
<br /></div>
</div>
<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-80760967254793514032016-07-03T05:18:00.001-07:002016-07-03T13:24:36.747-07:00Warehouse Management : Disposition Codes & Inventory Statuses in Inbound Process<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Disposition Codes in Microsoft Dynamics AX 2012 Warehouse Management allows to put correct inventory status for tracking purposes. At the time of receiving disposition codes can be used to track inventory for </span><br />
<br />
<ol style="text-align: left;">
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Available</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Damaged</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Expired</span></li>
</ol>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Inventory status can be setup to be blocked or available for use. To setup inventory status navigate to Warehouse management > Setup > Inventory > Inventory Status</span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiaXG6bULa5wtpMXYQEzCoGy5qEXLez-uoXuwJ8YVJp_fkw1QA9305V4U6Lsq6ZmuvAo8TJzuo9FAD9Wh-KVZZ5Lq8VvDaeSpX0G9rhME0iPdfGND5qZnsazOO-w55ebRg3bInQ-wy1cqUQ/s1600/2016-07-03_1554.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="153" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiaXG6bULa5wtpMXYQEzCoGy5qEXLez-uoXuwJ8YVJp_fkw1QA9305V4U6Lsq6ZmuvAo8TJzuo9FAD9Wh-KVZZ5Lq8VvDaeSpX0G9rhME0iPdfGND5qZnsazOO-w55ebRg3bInQ-wy1cqUQ/s320/2016-07-03_1554.png" width="320" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">To setup disposition codes navigate to Warehouse Management > Setup > Mobile Device > Disposition Codes</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivQ_cnBlux18FTjyB3fEBbS8xqWDLK4U_Yxjeymv5e9fBzmCHA65JR-j8vHpwdYstaHx3O4kdfxUYgJc_HJXi9Qow0U5okvWfnWzFIAUZ6LjiPo7uPDV5KO-NvgTnnljDpjuLIjvGKCSu9/s1600/2016-07-03_1556.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="127" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivQ_cnBlux18FTjyB3fEBbS8xqWDLK4U_Yxjeymv5e9fBzmCHA65JR-j8vHpwdYstaHx3O4kdfxUYgJc_HJXi9Qow0U5okvWfnWzFIAUZ6LjiPo7uPDV5KO-NvgTnnljDpjuLIjvGKCSu9/s320/2016-07-03_1556.png" width="320" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">To allows warehouse users to enter disposition codes at the time or receiving - enable all inbound processes to input disposition codes. To enable these processes navigate to Warehouse Management > Setup > Mobile Device > Mobile Device Menu Items and select relevant menu item</span></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBFZYFh92HBotDy98R6k2YIjbvNowBx7cB9WqHClM0R4_Jt2SWNuRFlk5AyUnx6bDjF54lTJqGxd8jcQYkOHiKmr_BDHVRjB88ynX7khDD1sECEzoOmV94QzuOzIampMWQzrDsU_ocHrZW/s1600/2016-07-03_1558.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="99" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBFZYFh92HBotDy98R6k2YIjbvNowBx7cB9WqHClM0R4_Jt2SWNuRFlk5AyUnx6bDjF54lTJqGxd8jcQYkOHiKmr_BDHVRjB88ynX7khDD1sECEzoOmV94QzuOzIampMWQzrDsU_ocHrZW/s320/2016-07-03_1558.png" width="320" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Now create one purchase order and receive it via Mobile Portal you will see users will now to be able to select disposition code at the time of Purchase Order receiving</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Once received inventory is stored with different inventory statuses. Users can also see what inventory statuses were selected at the time of transaction. </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Inventory status other then available are not available for sales order transaction ensuring wrong inventories are not selected by the sales staff during sales order processing. </span></div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Mustafa Chohan</span></div>
<div>
<br /></div>
</div>
<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com1tag:blogger.com,1999:blog-8674820888503291888.post-46042497531309939952016-07-02T17:46:00.000-07:002016-07-02T17:51:12.840-07:00Warehouse Management : Purchase Order Receiving Process<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Microsoft Dynamics AX 2012 allows different workflows to be implemented in order to meet business process related to purchase order receiving. In this post my intention is the explain the most simplest process which can be implemented by small organisations.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">1. Purchase order generation and submission to vendor</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">2. Receiving of purchase order via mobile portal</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">3. Setting up a batch job for posting of product receipts</span><br />
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<b><span style="font-family: "arial" , "helvetica" , sans-serif;">Setups:</span></b><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">All warehouses must be marked to use Microsoft Dynamics AX warehouse management processes, in order to implement the process. Automatic creation of load entry must be marked in warehouse management parameters available at Warehouse management > Setup > Warehouse Management Parameters</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Purchase Order receiving and put away operation must be setup at Warehouse management > Setup > Mobile Device > Mobil Device Menu Items. </span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Operation must allow to generate license plate automatically. </span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Above created operation must be associated with the menu item at Warehouse management > Setup > Mobile Device > Mobil Device Menu</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Batch Job must be scheduled / or manually executed in order to post the product receipts automatically. Batch job can be scheduled from Warehouse management > Periodic > Update Product Receipts</span></div>
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<b><span style="font-family: "arial" , "helvetica" , sans-serif;">Process</span></b></div>
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<b><span style="font-family: "arial" , "helvetica" , sans-serif;">Generation of a Purchase Order:</span></b></div>
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<li><span style="font-family: "arial" , "helvetica" , sans-serif;">To create a purchase order navigate to Procurement & Sourcing > Common > All Purchase Orders > Purchase Orders </span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Create and confirm one purchase order with a Warehouse Module Enabled Site & Warehouse</span></li>
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>Open Mobile Portal and perform PO Receiving and Put Away Operation:</b></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><b><br /></b></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"> Enter the PO number, item number and quantity</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhALOCyHerxKUa1RoaM3QfJa6VBIOtjoHiLoJ4-1gd5dwIOK8xBUASdOqG3falQ1Q_-X-H1zgLmQG8LG4LnWpSlhvYdm-2T1tgxYGkNEC0NFhvr7Ix9eFdkqBoTFzn-NxEpQRuar2cEZEUS/s1600/2016-07-03_0409.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="205" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhALOCyHerxKUa1RoaM3QfJa6VBIOtjoHiLoJ4-1gd5dwIOK8xBUASdOqG3falQ1Q_-X-H1zgLmQG8LG4LnWpSlhvYdm-2T1tgxYGkNEC0NFhvr7Ix9eFdkqBoTFzn-NxEpQRuar2cEZEUS/s320/2016-07-03_0409.png" width="320" /></span></a></div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Confirm the PUT location and license plate generated by the system, continue the process for all items. Once done a batch job can be either manually executed or via scheduled process. To review the receiving posted navigate to same purchase order and check for Product Receipts. </span><span style="font-family: "arial" , "helvetica" , sans-serif;">Product Receipt Posting : will be automatically posted by setting up a scheduled batch job.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Mustafa Chohan</span></div>
<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com3tag:blogger.com,1999:blog-8674820888503291888.post-29219079358331966182016-07-02T15:08:00.000-07:002016-07-02T15:08:13.937-07:00Warehouse Management 'Auto License Plate Generation'<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Microsoft Dynamics AX 2012 R3 - Warehouse Management requires license plate to be generated at the time of receiving processes. In order to generate these license plates automatically Microsoft Dynamics AX allows menu items to be marked for auto generation.</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhh6kPi2MWopkTkgKqeHv0AHoNtJPPYuWzq8CkluHqI24oQ8eGGLY1eehgyMgYZDHEvfaThsK9MyBMXY-3HyCxTOoB2IIqxjs1AOKtYulZeB-bOIY8B2BX9vXF4cOvMbPFE69AJcYvo9rb_/s1600/License+Plate+Generation.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="116" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhh6kPi2MWopkTkgKqeHv0AHoNtJPPYuWzq8CkluHqI24oQ8eGGLY1eehgyMgYZDHEvfaThsK9MyBMXY-3HyCxTOoB2IIqxjs1AOKtYulZeB-bOIY8B2BX9vXF4cOvMbPFE69AJcYvo9rb_/s320/License+Plate+Generation.jpg" width="320" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Number sequence for the license plate is follows,</span><br />
<ol style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Automatic prefix of '00'</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Number defined in Unit Group Sequence ID at item level </span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">GS Number defined in warehouse management parameters</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Length of number sequence defined at warehouse management parameter (Number Sequence Setup)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Number designated by system based on whatever length is defined at Point 4</span></li>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com2tag:blogger.com,1999:blog-8674820888503291888.post-83820329982370037662015-12-26T10:10:00.003-08:002015-12-26T20:46:40.881-08:00Accounts Receivable : Line Level Payment <div dir="ltr" style="text-align: left;" trbidi="on">
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">Dynamics AX 2012 R3 have one functionality called 'Marking lines for payment' ; functionality is only available in Accounts Receivable module of Dynamics AX 2012 R3. Functionality allows specific lines of the invoice can be settled and marked for payment.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">To enable this functionality navigate to Accounts receivable > Setup > Accounts receivable parameters, select the settlement tab and enable check box for Mark Lines for Payment.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">To test the functionality create one Free Text Invoice with two or more lines, and post it. In a settlement process users will be able to an additional options to mark invoice lines. Where users can mark specific lines for payment.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">Following screen will allow user to mark lines for payment.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">Once payment for the line is posted, next time user will only able to see open lines (unsettled lines). Hope this functionality will help out customers and consultants who have scenarios where they need to settle invoices based on lines</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">This functionality is only available for invoices processed through Free Text Invoice only. </span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com2tag:blogger.com,1999:blog-8674820888503291888.post-47475085369316336612015-12-24T11:39:00.000-08:002015-12-24T11:39:12.760-08:00Vendor Invoice Payment Release Date<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Hi Guys,</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">A brilliant functionality in Dynamics AX 2012 allows accounts payable users to decide when to process payments. During the invoice recording process users who records the invoice can put the date on which payment can be released.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">A future release date defined can be changed by the user allowing accounts payable accountants to process vendor payments on relevant dates.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">To see the functionality we will take an example of Accounts Payable Invoice Journal. To create an invoice journal navigate to Accounts Payable > Invoices > Invoice Journal.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Enter one invoice for the vendor and navigate to invoice tab. </span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtKdMlzCQP7u4Yvch4lbzUXsVwDPJRuzDk_mOx1lnl0evofrRop9ycz7eED4e-i3_uujO8c1iZ1lW3V5r7flPDFrVho25wifhzlacPl9WtewuIo8vOHI-JCuzR44Zw_C1AMJqPyBJzFCUp/s1600/Invoice+Journal+2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="145" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtKdMlzCQP7u4Yvch4lbzUXsVwDPJRuzDk_mOx1lnl0evofrRop9ycz7eED4e-i3_uujO8c1iZ1lW3V5r7flPDFrVho25wifhzlacPl9WtewuIo8vOHI-JCuzR44Zw_C1AMJqPyBJzFCUp/s320/Invoice+Journal+2.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">In invoice tab user can enter the release date or simply remove the approved button to process invoice later. System will only allow to process payment for the invoice on invoice release date or later.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Users can update the invoice payment release data from Accounts Payable > Common > Vendors > All Vendors > Invoice tab > Settle Open Transactions</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Select the invoice and enter / update invoice payment release date in General tab.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">On creating a payment you will see invoice will be grayed until the invoice payment release date. </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">This process can help accountants to process only approved payments. Same functionality is available through Purchase Order Invoicing or service based invoices created directly via Pending Vendor Invoices.</span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com1tag:blogger.com,1999:blog-8674820888503291888.post-51465201317013652452015-11-14T08:37:00.000-08:002015-11-14T08:37:03.410-08:00Price Details In Microsoft Dynamics AX<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Hi Guys,</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">I have resumed my blog from today :) - and will try to introduce as much functionalities as I can. Going through Dynamics AX, I came across with a price details functionality both available in Sales and Procurement side.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">To enable the functionality,</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">For Purchase Orders: Navigate to Procurement & Sourcing > Setup > Procurement & Sourcing Parameters > Prices > Enables Price Details</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">For Sales Orders: Navigate to Accounts Receivable > Account Receivable Parameters > Prices > Enable Price Details</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Functionalities enables users to review in detail about the prices being fetched by the system, to see the price details on Purchase Orders, navigate to Purchase Orders Lines > View > Price Details on Purchase Order Main Form.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Similar to Purchase Order functionality is also available on Sales Order. </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Hope this would be helpful for those who are always in hunt to see how prices on Dynamics AX Purchase Orders and Sales Orders are formulated.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiqILaZykNRReEsB4DYQdhEvsZpX-uNUQqh_ZYdn5p1RKCyFQ5dNvV2Dc7G839Fm6Yf-cS7IT5DQBX_87F7mi27o1sbydkbMmaMqS3E5r7etFyHZwQJQDT5zvvQ2_QIbxhDtwbQ9gp6-HO/s1600/4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="145" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiqILaZykNRReEsB4DYQdhEvsZpX-uNUQqh_ZYdn5p1RKCyFQ5dNvV2Dc7G839Fm6Yf-cS7IT5DQBX_87F7mi27o1sbydkbMmaMqS3E5r7etFyHZwQJQDT5zvvQ2_QIbxhDtwbQ9gp6-HO/s320/4.jpg" width="320" /></a></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com2tag:blogger.com,1999:blog-8674820888503291888.post-33689608687201288262013-04-14T06:02:00.002-07:002013-04-14T06:02:24.728-07:00Setting up a Retail Store in MS Dynamics AX 2012 R2<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Hi fellows,</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Today I am going to post simple steps that shows how can we setup a retail store in MS Dynamics AX 2012 R2. DAX Retail Store is an extension of a Warehouse Concept. So we start with creating a new warehouse. It is better we should create a new site for Stores, and create all Store Warehouses under that site.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>1) Create A New Warehouse</b></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Inventory & Warehouse Management > Setup > Inventory Breakdown > Warehouses</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Enter all the basic information and mark Store under the retail tab.</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyHAE1t7TvsTu9RnLKWj-4soyXKDqGal1z_CoZsnhcemH1Z5mNktxSLN5OAPIstKNbsUE8UTMZ4Z4DwhvZ3CGSBPRMfuJJzNUBsSAgJU5P_QZR4dO-BQql8Wp6ANuCtxC_UgHC4bde8WRY/s1600/1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="145" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyHAE1t7TvsTu9RnLKWj-4soyXKDqGal1z_CoZsnhcemH1Z5mNktxSLN5OAPIstKNbsUE8UTMZ4Z4DwhvZ3CGSBPRMfuJJzNUBsSAgJU5P_QZR4dO-BQql8Wp6ANuCtxC_UgHC4bde8WRY/s320/1.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>2) Create a Retail Channel for Organisation Hierarchy</b></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">For the purpose of Organisation hierarchy we need to create Retail Channel first.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Organisation Administration > Common > Organisation > Internal Organisation </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Click Internal Organisation > Retail Channel</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">While creating a retail channel select the Warehouse created in Step # 1. </span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGzJsmbb7NdmvNerCv76LpmG8dPAKmz0jTwqy8OVAy6boYElEl8M2B_6TxkuhOuxR5_RXy4Tc_kl0phibBKLMqIX2QCo_G3JBEsiPUSlv-FyH3wpMTeG7JtywdzG2nTr5jr4b5HvDCDUOy/s1600/2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="129" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGzJsmbb7NdmvNerCv76LpmG8dPAKmz0jTwqy8OVAy6boYElEl8M2B_6TxkuhOuxR5_RXy4Tc_kl0phibBKLMqIX2QCo_G3JBEsiPUSlv-FyH3wpMTeG7JtywdzG2nTr5jr4b5HvDCDUOy/s320/2.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>3) Create Organisation Hierarchy for Retail Channel</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">For Replenishment, Assortment and Reporting we need to create an Organisation Hierarchy specifically for retail stores. We can add all retail based purposes to one hierarchy or create multiple hierarchies for each purpose. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Organisation Administration > Common > Organisation > Organisation Hierarchy</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Click new Organisation Hierarchy, enter the name and click Assign Purpose, for testing purpose associate all purposes to single organisation hierarchy. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<br />
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Retail POS Posting</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Retail Assortment</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Retail Replenishment</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Retail Reporting</span></li>
</ul>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0WdV6VBJnIZST4mhieYmktZk7LKSlujU-oTc35_1dxAmlzi2N6PVKpu55utmXJbnLz9YdXarh0dscjfdnTkBuxxyhYyKuztZbe714DrQhK6s7qppCH-Izuq3-o3eFVNP4bmLSjHOKSAOW/s1600/3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="160" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0WdV6VBJnIZST4mhieYmktZk7LKSlujU-oTc35_1dxAmlzi2N6PVKpu55utmXJbnLz9YdXarh0dscjfdnTkBuxxyhYyKuztZbe714DrQhK6s7qppCH-Izuq3-o3eFVNP4bmLSjHOKSAOW/s320/3.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">View the newly created Hierarchy to edit it, add newly created Retail Channel and publish the Organisation Hierarchy. in the image you can see retail channels lie under Business Units. </span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHc4b5P5Hj5MvQIq9nSVn_GKejSgIQeOrlWkMtzSlQTG_7DByWQALgh8B_MTf2ZHtAPuuAHVOeuKYOAe93ftXXwWARpx0cmBNgQAOuMGtvFSdy3abrzZlyzFwRp_sy97y4r_SajrpuhjEp/s1600/4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="189" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHc4b5P5Hj5MvQIq9nSVn_GKejSgIQeOrlWkMtzSlQTG_7DByWQALgh8B_MTf2ZHtAPuuAHVOeuKYOAe93ftXXwWARpx0cmBNgQAOuMGtvFSdy3abrzZlyzFwRp_sy97y4r_SajrpuhjEp/s320/4.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>4) Create a Retail Store</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Retail > Common > Retail Channels > Retail Store</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Create a New Store [ I will not go through with each and every information but following information must be keyed with caution]</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<br />
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Warehouse (as step 1)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Employee Address Book (So store could know, who can log in)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Default Customer (10001 in case of Contoso)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Screen Layout ID (GUI for POS)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Functionality Profile (Options for registers like Reason Codes for Transactions, Receipt Numbering Formats, etc)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Other information</span></li>
</ul>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">Save the newly created store and click Price Groups, to select applicable Price Groups.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3EU-znmq7XV9-R5UbRzjnDhoLkTelXbgVLFAjqJcsersosft-1xeGHiUAVew_Dnxfwj30whDRq2ulTjMlIDcDAcVYKqKxnmdM_wzCI3jt-1X60zWZXYXcrUWQZ5lMI3A5i1wCbdqpXWOF/s1600/5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="232" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3EU-znmq7XV9-R5UbRzjnDhoLkTelXbgVLFAjqJcsersosft-1xeGHiUAVew_Dnxfwj30whDRq2ulTjMlIDcDAcVYKqKxnmdM_wzCI3jt-1X60zWZXYXcrUWQZ5lMI3A5i1wCbdqpXWOF/s320/5.jpg" width="320" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>5) Create Assortments</b></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">Assortments helps us to map products to particular store, to create Assortments navigate to Retail > Common > Assortments</span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Create New Assortments, Add Retail Channels and finally add products. Publish the Assortment</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">Verify that products has been published to store, by opening the Store Page, and click View Assortments & View Channel Products. To must see the products mapped with Assortments.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLFbe1OY4WBtFurQvSHtiZA5haVMVPEVxXsOTw0n8yB_WHRUZcU0WyG1cfIfwzZIyiQd6EjG9qr_HoGr3PSxQCRx3NCmHeUX1xi2N4fSG5egyTWbLTW4IHfg0isbYVeDWk1B2ZW4DsHE4g/s1600/6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="184" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLFbe1OY4WBtFurQvSHtiZA5haVMVPEVxXsOTw0n8yB_WHRUZcU0WyG1cfIfwzZIyiQd6EjG9qr_HoGr3PSxQCRx3NCmHeUX1xi2N4fSG5egyTWbLTW4IHfg0isbYVeDWk1B2ZW4DsHE4g/s320/6.jpg" width="320" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>6) Create Registers</b></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">Registers are Terminals, to create Registers navigate to Retail > Setup > POS > POS Registers </span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">[ I will not go through with each and every information but following information must be keyed with caution]</span></div>
<div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Hardware Profile (Printer Steps & other Hardware Information)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Visual Profile (How POS reacts on terminal)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Real Time Service Profile</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Screen Layout ID (POS GUI on Terminal)</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span></li>
</ul>
</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgnTbYDgxcRo9-ikrGvDl1j8xfkAsZNn-4KX8tg8uX4Cyua4kOdj0qsm_HaMIQvP8rAV58_pDJA9Ms4rai_H_rA-fthORAfATY01Irhf6kkNOO54D5u-mRrBS1Y6JN4i2hx4BY420yULA6n/s1600/7.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="163" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgnTbYDgxcRo9-ikrGvDl1j8xfkAsZNn-4KX8tg8uX4Cyua4kOdj0qsm_HaMIQvP8rAV58_pDJA9Ms4rai_H_rA-fthORAfATY01Irhf6kkNOO54D5u-mRrBS1Y6JN4i2hx4BY420yULA6n/s320/7.jpg" width="320" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>7) Verify Distribution Location & Distribution List</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Retail > Setups > Retail Scheduler > Distribution Locations</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Verify our newly created Store exist in this list, if not create a location assign appropriate Database Profile and Data Exchange Settings</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4C1eJ9ezoZDpliDiAGLKewDiwcl7V2Nkw2dwh7WIX0kjnoEAximLAhAFv5weGATn1Hjw8MzKt5hbYKWF1Npy2kuyoMpUTg_bF0RKwgjetAoHxn27tKk7XrMX6U7PxcgZru_VnD3oEqVpe/s1600/10.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="163" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4C1eJ9ezoZDpliDiAGLKewDiwcl7V2Nkw2dwh7WIX0kjnoEAximLAhAFv5weGATn1Hjw8MzKt5hbYKWF1Npy2kuyoMpUTg_bF0RKwgjetAoHxn27tKk7XrMX6U7PxcgZru_VnD3oEqVpe/s320/10.jpg" width="320" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Retail > Setups > Retail Scheduler > Distribution Locations List</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Verify our newly created Store exist in Default Distribution Location List, If not add it manually.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWVeYYfp47oF84U93qlCw8gPo7ugr2_mnU9CznVDyABzNbtWE2ji7UOOkAW7-LMt6vXmhK1B7Gz3_JYS3LJ8hWH8m5RMjz6_lgj90tyP6PtiEi_vJZ7PzhxiJNdFCVhuN2Wxq-bUd_AYtd/s1600/9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="160" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWVeYYfp47oF84U93qlCw8gPo7ugr2_mnU9CznVDyABzNbtWE2ji7UOOkAW7-LMt6vXmhK1B7Gz3_JYS3LJ8hWH8m5RMjz6_lgj90tyP6PtiEi_vJZ7PzhxiJNdFCVhuN2Wxq-bUd_AYtd/s320/9.jpg" width="320" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>8) Synchronize Newly Created Store</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">The last step is to push data to newly created stores, for that navigate to Retail > Periodic > Data Distribution > Distribution Schedule and run all N-Jobs.</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjUs6mKloQMz6cAKqP9yNwMDvBy8lPkZUGgzQID6aGmVKRIHeg03GgeeAZw1gYHXKCYO96qKoKMALC5X0SHBvo0WCEYq1pZ-Wx90hPzSi8nYXdWAvNteH37wc_ccjwuugCcuZM8fA0yPPiE/s1600/8.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="153" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjUs6mKloQMz6cAKqP9yNwMDvBy8lPkZUGgzQID6aGmVKRIHeg03GgeeAZw1gYHXKCYO96qKoKMALC5X0SHBvo0WCEYq1pZ-Wx90hPzSi8nYXdWAvNteH37wc_ccjwuugCcuZM8fA0yPPiE/s320/8.jpg" width="320" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Thanks for reading :)</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">...</span><br />
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com9tag:blogger.com,1999:blog-8674820888503291888.post-10582511440257403212013-01-20T12:48:00.001-08:002013-04-14T06:02:54.286-07:00Supplementary Items in MS Dynamics AX 2012<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Supplementary Items in MS Dynamics AX 2012 helps sales people to suggest additional items during sale, for example sales of shoe polish for the sale of shoes and sale of mobile accessories for the sale of mobile phone.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">You can also setup supplementary item for specific customer, for example Sales of Packing Material to Customer A and other customers buy without Packing Material.</span><br />
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">To setup supplementary product navigate to release products page (Product Information Management > Common > Products > Released Products).</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select the product for which we need to setup supplementary items</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">click Sell Tab </span><span style="font-family: Arial, Helvetica, sans-serif;">and Supplementary</span><span style="font-family: Arial, Helvetica, sans-serif;"> Sales Item in Related Information area</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select the customer, customer group or all customer</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select appropriate Inventory Dimensions</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Enter the quantity for supplementary items</span></li>
</ul>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-58964002631724977352012-12-01T23:30:00.001-08:002012-12-01T23:31:18.756-08:00MS Dynamics AX 2012 Simple Purchase Order Workflow Walkthrough<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Assalam O Alikum Guys,</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Today we are going to see a simple workflow available in MS Dynamics AX 2012, also what basic setups must be done before configuring any of the workflow available in modules. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>Number Sequence</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">In System Administration > Setup > System Parameters > Number Sequence set the number sequence for Workflow ID</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEghB1r75fHaSBfildc3ahxRQXgGFcQ2JmaovINStvOBjhwHm6gKQ0Qm66wZYhTA0si0Kx-Yfa2xClldthv9uaTtxzdepj7yud9gOi4y-Jlpft43dhEP25qvW4EEdVC70RJy4McKoqLbnGSm/s1600/img4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="164" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEghB1r75fHaSBfildc3ahxRQXgGFcQ2JmaovINStvOBjhwHm6gKQ0Qm66wZYhTA0si0Kx-Yfa2xClldthv9uaTtxzdepj7yud9gOi4y-Jlpft43dhEP25qvW4EEdVC70RJy4McKoqLbnGSm/s320/img4.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>Batch Groups</b></span><br />
<ol style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Navigate to System Administration > Setups > Batch Group</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Create three batch groups </span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">DUEDATE, MSGPRO, & LINEITEM</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Make sure select appropriate Batch servers for the batch groups.</span></li>
</ol>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjV-iEjmQoneFYV0-HDBIxqyN3n-7OEBuY7Bcw0uKy1ax0gq7y1uorHWESmRfEMUsnme118lGdCfZPsk6cKA40L8spULzzYAYZyQnOwjNFFqXMOTFrWzKe8_qv35aJ6eijeB-HdxXjtQ8GG/s1600/img1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjV-iEjmQoneFYV0-HDBIxqyN3n-7OEBuY7Bcw0uKy1ax0gq7y1uorHWESmRfEMUsnme118lGdCfZPsk6cKA40L8spULzzYAYZyQnOwjNFFqXMOTFrWzKe8_qv35aJ6eijeB-HdxXjtQ8GG/s320/img1.jpg" width="315" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Workflow Infrastructure Configuration Wizard </b></span></div>
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<ol>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Workflow Infrastructure Configuration through System Administration > Setup > Work flow</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">In this wizard you are required to provide batch groups we created in first setup</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click Next</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select MSGPRO and Click Next</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select DUEDATE | Set hours (1 For Due Date) and Click Next </span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select LINEITEM | Set Minutes (1 For Lineitem Work Flow) and Click Next </span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click Finish [ See Screen Snap Below ]</span></li>
<li style="text-align: left;"><span style="font-family: Arial, Helvetica, sans-serif;">You can confirm that batches are waiting for execution by Inquiring Batch Jobs</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Navigate to System Administration > Inquiries > Batch Jobs [ See Screen Snap Below ]</span></li>
</ol>
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<h3 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Example Workflow Purchase Order Approval</span></h3>
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<span style="font-family: Arial, Helvetica, sans-serif;">We are going to create a new Purchase Order Approval Workflow, Specially for Purchase Workflow we need to Activate Change Management at </span><span style="font-family: Arial, Helvetica, sans-serif;">Procurement & Sourcing > Setup > </span><span style="font-family: Arial, Helvetica, sans-serif;">Procurement & Sourcing Parameters > General</span></div>
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</div>
<ol style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Procurement & Sourcing > Setup > Procurement & Sourcing Workflows</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click New, Select Purchase Order Workflow and Click Create Workflow</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">From the left hand side pan (WorkFlow elements), drag/drop Approve Purchase Order element to main workflow screen</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click properties on Top Pan</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select on which events Notifications should be sent</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Double click the Approve Purchase Order element</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click Step 1, Click Assignment on Top Pan</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click User on Selection</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click User Tab</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Add user [ Better create another user for approval ]</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click Basic Settings</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Enter Subject and Message for Workflow</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click Save and Close</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click Ok</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Activate the Version, Click Ok</span></li>
</ol>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>You have created the basic workflow.</b></span></div>
<div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com1tag:blogger.com,1999:blog-8674820888503291888.post-65849376667007575002012-12-01T11:57:00.001-08:002012-12-01T11:59:13.891-08:00Unable to add placeholder in MS Dynamics AX 2012 Workflow<div dir="ltr" style="text-align: left;" trbidi="on">
I stuck in an strange issue, and was unable to resolve, I goggled and was unable to find any blog, knowledge base, or any other help. Actually I was in middle of creating a workflow for Vendor Bank Remitance and was unable to complete it as I wan unable to add any place holders.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgzrWODdwg0vOscj64UJPKQmI1Xfl8HuHHWHCjBV4jpt_r-U1yBZaPYrJYLtHfAJznxEuJnsNsInqFYbOCq9ICG_WntIJ6HZ58YwTudIDF39WFcyI50kFll0ZE_qFu6JvUAHeB1pKcSYt-/s1600/pic4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="207" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgzrWODdwg0vOscj64UJPKQmI1Xfl8HuHHWHCjBV4jpt_r-U1yBZaPYrJYLtHfAJznxEuJnsNsInqFYbOCq9ICG_WntIJ6HZ58YwTudIDF39WFcyI50kFll0ZE_qFu6JvUAHeB1pKcSYt-/s320/pic4.jpg" width="320" /></a></div>
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I created a new legal entity, and tried to create same workflow and field was there. When I looked at in more details I found out that form is based on current language. I just navigate to Organisation Administration > Setup > Organisation > Legal Entities > Remove the language > Closed the form and re-add language as en-us. </div>
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It resolved the issue, Hope this helps any one out there.</div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com5tag:blogger.com,1999:blog-8674820888503291888.post-67564418182753865132012-11-29T00:14:00.000-08:002012-11-29T00:14:02.379-08:00Procurement Accounting MS Dynamics AX 2012<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">New accounting framework introduced by MS Dynamics AX 2012 is not as same as available in DAX2009, my this post highlights accounting practice that is followed by Procurement Process in MS Dynamics AX 2012.</span><br />
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<h2 style="text-align: left;">
<b><span style="font-family: Arial, Helvetica, sans-serif;">Accounts in
Procurement Process</span></b></h2>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">To setup accounts for procurement process, we need to setup Purchase
Fast Tab within Item Group available at Inventory Management > Setup >
Item Groups. Click the Posting Button, to define accounts based on Item Groups
& Vendor Groups.</span></div>
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<o:p></o:p></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgGFIQCR67PMW_8JZG9jwxZi2WE00lw8V48b94DiduZomFwugkPgUz-Ws404JiLnUyPOI7Pw1iXzqZCYvuduvBcav7r4pEQqeirBxKsELp6vuXcM1YK3JPqiQqg_P5R4wwrbvPYFNedb1km/s1600/PIc3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="210" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgGFIQCR67PMW_8JZG9jwxZi2WE00lw8V48b94DiduZomFwugkPgUz-Ws404JiLnUyPOI7Pw1iXzqZCYvuduvBcav7r4pEQqeirBxKsELp6vuXcM1YK3JPqiQqg_P5R4wwrbvPYFNedb1km/s320/PIc3.jpg" width="320" /></a></div>
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<h3 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Accounts Type associated with Product Receipt,</span></h3>
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<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure Un-Invoiced</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt</span></li>
</ul>
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<h3 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Accounts Type associated with Invoicing,</span></h3>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure Un-Invoiced</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure for product</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Vendor Balance</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, Inventory Receipt</span></li>
</ul>
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<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">All accounts are Balance Sheet Accounts, as if year-end
close we would not like to transfer any account balance to Retained Earnings
Account.</span><o:p></o:p></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h2 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;"><b>Logic,</b></span></h2>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b></span></div>
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</div>
<h3 style="text-align: left;">
<b><span style="font-family: Arial, Helvetica, sans-serif;">At the time of receiving
(Posting of Product Receipt), following entries are posted by MS Dynamics AX
2012. </span></b></h3>
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<b><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></b></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Recording Accrual for a Vendor</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure, Un-invoiced (Debit)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual (Credit)</span></li>
</ul>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Recording of Inventory</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt (Debit)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure, Un-invoiced (Credit)</span></li>
</ul>
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<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Overall effect of this entry should be,</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b><span style="color: #0b5394;">Product Receipt (With Debit Balance)</span></b></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b><span style="color: #0b5394;">Purchase, accrual (With Credit Balance)</span></b></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure, Un-invoiced (ZERO EFFECT)</span></li>
</ul>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div align="center" class="MsoNormal" style="text-align: center;">
<b><i><u><span style="font-family: Arial, Helvetica, sans-serif;">Overall effect of this entry
on process should be the same as an entry.<o:p></o:p></span></u></i></b></div>
<div align="center" class="MsoNormal" style="text-align: center;">
<b><i><u><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></u></i></b></div>
<h3 style="text-align: left;">
<b><span style="font-family: Arial, Helvetica, sans-serif;">At the time of Invoicing
(Posting Vendor Invoice) following entries are posted by MS Dynamics AX 2012:</span></b></h3>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Reversal of Accrual
for a Vendor</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure, Un-invoiced (Credit)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual (Debit)</span></li>
</ul>
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<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Recording of Actual Liability for a Vendor</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure for Product (Debit)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Vendor Balance (Credit)</span></li>
</ul>
<br />
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Reversal of Inventory</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt (Credit)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure, Un-invoiced (Debit)</span></li>
</ul>
<br />
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Recording of Inventory at the time invoicing</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Inventory, Receipt (Debit)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure for Product (Credit)</span></li>
</ul>
<br />
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Overall Effect of this entry should be,</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure, Un-invoiced (Zero Effect)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Expenditure for Product (Zero Effect)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual (with Debit Balance)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Vendor Balance (With Credit Balance)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt (With Credit Balance)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Inventory, Receipt (With Debit Balance)</span></li>
</ul>
<br />
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h3 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Overall effect of this entry on process should be,</span></h3>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Balances from Receiving Entry,</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt (With Debit Balance)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual (With Credit Balance)</span></li>
</ul>
<br />
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Balance from Invoicing Entry,</span></h4>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual (with Debit Balance)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Vendor Balance (With Credit Balance)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt (With Credit Balance)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Inventory, Receipt (With Debit Balance)</span></li>
</ul>
<br />
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<h4 style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">Overall Effect after invoicing,</span></h4>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Product Receipt (NO EFFECT)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Purchase, accrual (NO EFFECT)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b><span style="color: #0b5394;">Vendor Balance (With Credit Balance)</span></b></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b><span style="color: #0b5394;">Purchasing Inventory , receipt (With Debit Balance)</span></b></span></li>
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<span style="font-family: Arial, Helvetica, sans-serif;">I am still looking for answers why Microsoft has provided such accounting, when it was never required.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Let me know if you have any questions for this post.</span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-58844458233929274772012-10-06T12:12:00.002-07:002012-10-06T12:12:43.611-07:00Distribution Review in FA Prior to Posting to GL<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">In new MS Dynamics GP 2013, Microsoft has introduced a top most required functionality where users using FA Module could review the distribution before posting the transaction to General Ledger.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">New look of GL Posting Routing of Fixed Asset Module. We can see we can restrict the posting to,</span><br />
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<ul style="text-align: left;">
<li><span style="font-family: Arial, Helvetica, sans-serif;">Asset ID</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Class ID</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Periods</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Source Document (For example, Deprecation Only)</span></li>
</ul>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhkCSElfG6kMcPdupJdYdmbS-VLyh7DFAl6LwbRN4DKSpRhsucnJWeEtJtsDv5GukwoSL5ZUakdDYuyBUq_276w1DBtbG8u_NSPiv931lt7Wnw8GzCkV9BtcE3Ni23DBM08ZFbedoZW2alT/s1600/1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="303" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhkCSElfG6kMcPdupJdYdmbS-VLyh7DFAl6LwbRN4DKSpRhsucnJWeEtJtsDv5GukwoSL5ZUakdDYuyBUq_276w1DBtbG8u_NSPiv931lt7Wnw8GzCkV9BtcE3Ni23DBM08ZFbedoZW2alT/s320/1.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">This windows has also enabled users to print edit list,</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJZT_gY1HbHIcuCar96zcLKjCEoQa4yIBkcRAahVWWv-ggcHU93cz18cqWfAB1PCb9RCy9NfQFxf7t-dlKWjm-mrMJadhcJ613c99JDG8TJsV36wW6Bja74RMLMkYRaZv7FLxHAAasDRlV/s1600/2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="133" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJZT_gY1HbHIcuCar96zcLKjCEoQa4yIBkcRAahVWWv-ggcHU93cz18cqWfAB1PCb9RCy9NfQFxf7t-dlKWjm-mrMJadhcJ613c99JDG8TJsV36wW6Bja74RMLMkYRaZv7FLxHAAasDRlV/s320/2.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">It is always better to review distribution before posting.</span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-16226702383347132032012-10-06T11:55:00.002-07:002012-10-06T11:55:45.682-07:00MS Dynamics GP 2013 Inventory Reason Codes<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Inventory Adjustments, Transfers, Variances, and Bin Transfers all allows Warehouse managers to manage inventory efficienctly. Problem arises when they realaly want to know the reasons of transcactions like,</span><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Inventory Lost</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Inventory Spoiled</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Inventory Damaged by Accidents</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Inventory Expired</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Inventory Movement Due to Space Issues</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Inventory Movement Due to wrong placements</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">And so on.</span></li>
</ul>
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<span style="font-family: Arial, Helvetica, sans-serif;">In previous versions of MS Dynamics GP, these could places as Notes or using description, but users faced too much trouble when sorting or finding the number of transaction for specific users. Thanks to Microsoft that they have introduced reason codes in newer version of MS Dynamics GP 2013.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">All administrators are required to set the reason codes and its access to transactions, for example Inventory Movement due to Space issue could only be used in Inventory Transfer Transactions and Inventory Damaged by Accidents could only be used for Negative Adjustments in Inventory Transactions.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">To setup the reason codes navigate to Inventory > Setup > Reason Code Setup</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Enter the Reason Code, its description Mark appropriate options like whether it should only be allowed to be used for Adjustment Entries and that must be negative only. User may also enter the default offset account. These Offset account could be modified during the normal transaction.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiyMJfsrLCol7UZC1helwBJIzWnGm8f7NjHr78svrAnCZjtPUKgQnt_lGBmCjiBI3MkyjCPQGFk-qaPEb7GWLHtPAeYnXNnE6QET32t5e1-9Ly_cmBcjwdimbXSDJmaxSmv69bya3FdrL93/s1600/1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="244" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiyMJfsrLCol7UZC1helwBJIzWnGm8f7NjHr78svrAnCZjtPUKgQnt_lGBmCjiBI3MkyjCPQGFk-qaPEb7GWLHtPAeYnXNnE6QET32t5e1-9Ly_cmBcjwdimbXSDJmaxSmv69bya3FdrL93/s320/1.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Microsoft has modifed Item Transaction. Item Transfer, Item In-Transit Transfer and Item Bin Transfer windows to allow users to select reason code for transactions. Also note that its available on line level not on header level, that is it could be much better if user could have select default reason code for entire transaction, though may be it will be available in future releases.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_E7AcGMzEumokOPjb_XE4r2ZKLAtQuN6jW55Tk91zLJQtug0lsJxYFb5Kr9xZA6yza7MIMqQ2-dfz0I5M8Nqndt-yE9h0uVEJQVlpegyU_3qmm6pAkB_BAJowNIUKsN0S4veilGxb_FfQ/s1600/2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="228" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_E7AcGMzEumokOPjb_XE4r2ZKLAtQuN6jW55Tk91zLJQtug0lsJxYFb5Kr9xZA6yza7MIMqQ2-dfz0I5M8Nqndt-yE9h0uVEJQVlpegyU_3qmm6pAkB_BAJowNIUKsN0S4veilGxb_FfQ/s320/2.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">In case of wrong selection of reason code, user shall be prompted for the following kinds of informative messages.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiv5Ni7LdX9Z7uQWZLcTTOpVLouWiRa5z7FKi81uM4aZIA9OGM8Oa5FtwIDo9Qu60ECA2En3e6k7fK3CW2BW5ElRsQ9XtGKxdVaSeg89mzLJIiLnPPNDev62qD8i1Srwr5oYDdj-tGU33ro/s1600/3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="129" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiv5Ni7LdX9Z7uQWZLcTTOpVLouWiRa5z7FKi81uM4aZIA9OGM8Oa5FtwIDo9Qu60ECA2En3e6k7fK3CW2BW5ElRsQ9XtGKxdVaSeg89mzLJIiLnPPNDev62qD8i1Srwr5oYDdj-tGU33ro/s320/3.jpg" width="320" /></span></a></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com2tag:blogger.com,1999:blog-8674820888503291888.post-41424268255006436492012-10-04T00:20:00.000-07:002012-10-04T00:20:13.076-07:00Suggested Item in GP 2013<div dir="ltr" style="text-align: left;" trbidi="on">
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<span style="font-family: Arial, Helvetica, sans-serif;">Hi guys, this is my first post in regards to GP2013, Microsoft has introduced radical changes to MS Dynamics GP and introduced new features, this enables partners to provide default features available rather than customising them. Today we are going to discuss Suggested Item Functionality. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">With Suggested Item, you can define items that could be sold along with the main item. For example, my company sells laptops but sales persons also suggests other items like Mouse, Keyboard, Printer, Hard Drive etc.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Suggested Items are available in Item Maintenance window, Setup the item and Click Suggest Items.</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqAfDqTZ6tbogCrA7E21yY7TXeqy-HypiaFQtDMYIcg_OSuplqYCAL4RdMtUT1Ih0DnjVyJHZyGqM4qGCpa329uNj1YnMDn0qgORAjXjNBGHgNSEFF-e4iX6jEh3yypieJwgJCkFhAuPNZ/s1600/1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="241" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqAfDqTZ6tbogCrA7E21yY7TXeqy-HypiaFQtDMYIcg_OSuplqYCAL4RdMtUT1Ih0DnjVyJHZyGqM4qGCpa329uNj1YnMDn0qgORAjXjNBGHgNSEFF-e4iX6jEh3yypieJwgJCkFhAuPNZ/s320/1.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Enter the Suggested item and select where suggestions should be available like (Quotations, Orders , Invoices or Fulfilment Order)</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh5Y971GhGQ7yix0xAd60D0gT2wofaWcGuCU0wjMfb0Ammx94aOWxep78eh7atDzrFn_aEI7WaQdS5RoSVuOehPfIfpxX36OU_77A2eprbx7otybNCDX-2iRLAEi2nCr68SGQFx7r0V2w6T/s1600/3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="178" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh5Y971GhGQ7yix0xAd60D0gT2wofaWcGuCU0wjMfb0Ammx94aOWxep78eh7atDzrFn_aEI7WaQdS5RoSVuOehPfIfpxX36OU_77A2eprbx7otybNCDX-2iRLAEi2nCr68SGQFx7r0V2w6T/s320/3.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Suggested Item, windows shall be available within SOP transaction, window will automatically appear when Item having Suggested Items where selected on the line item,</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBVuvIS7scBML190Hp9SyBNfK1q70Qj81PJ7MUX5Z6GZx6yIvuT9BIHc3t9CV5oyDcM4d2CF1NsgA46aC4pHFKnScWh2ijr_Y5RggMRvjCHI1iErRMTZzzDf8GmLlW7d9Vn57BtYBrvegz/s1600/2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="213" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBVuvIS7scBML190Hp9SyBNfK1q70Qj81PJ7MUX5Z6GZx6yIvuT9BIHc3t9CV5oyDcM4d2CF1NsgA46aC4pHFKnScWh2ijr_Y5RggMRvjCHI1iErRMTZzzDf8GmLlW7d9Vn57BtYBrvegz/s320/2.jpg" width="320" /></a></span></div>
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<span style="text-align: left;"><span style="font-family: Arial, Helvetica, sans-serif;">Alternatively window can also be opened from the Options Menu of the SOP Transaction, make sure line item is selected.</span></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_r7kd5HeBR-2W1T9uJOX3B_9SMgfK_3gXO3IsNegHFIWCoQxda0VxZdAvyT0aqTJnHlxvEeXGbWJTro9S9mGHglPdcxGUQPK4xgIS2FiiJMx65SKEtczcN9kTbpw8iKTJ1YnXhzqLbvuf/s1600/4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="213" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_r7kd5HeBR-2W1T9uJOX3B_9SMgfK_3gXO3IsNegHFIWCoQxda0VxZdAvyT0aqTJnHlxvEeXGbWJTro9S9mGHglPdcxGUQPK4xgIS2FiiJMx65SKEtczcN9kTbpw8iKTJ1YnXhzqLbvuf/s320/4.jpg" width="320" /></a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"> Mark the suggested items, along with quantity and Site ID, and Click OK</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvkdjzpoutz8iB7bS4ibJ0mVXgoMfZPV0IiHR3Pnvnnt7TZYVdE5KEk5uSHdr04aMQjG5lNK2GulOfv7OaBca8RNK3Ze5Lg_kodEXy2kwQBRLY49Fqc-8yWYkE1vNRV-2GmBVg94DGprht/s1600/5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="150" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvkdjzpoutz8iB7bS4ibJ0mVXgoMfZPV0IiHR3Pnvnnt7TZYVdE5KEk5uSHdr04aMQjG5lNK2GulOfv7OaBca8RNK3Ze5Lg_kodEXy2kwQBRLY49Fqc-8yWYkE1vNRV-2GmBVg94DGprht/s320/5.jpg" width="320" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">SOP Transaction line item will have suggested order along with main item</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0dFCc3X1qtbKh8oY5ZjbMpcQpLJI_xQYW3BOT3HZ64LVqLGWt9m_H8q9QtFFywrZMEvl3z7OSbl3KtVE5cRdj3cA9NTb_gEU5sX2iqp-LK9PMuxIfZ3DsQ2Nu_76KXvDpZW4w3l8ySe-r/s1600/6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="213" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0dFCc3X1qtbKh8oY5ZjbMpcQpLJI_xQYW3BOT3HZ64LVqLGWt9m_H8q9QtFFywrZMEvl3z7OSbl3KtVE5cRdj3cA9NTb_gEU5sX2iqp-LK9PMuxIfZ3DsQ2Nu_76KXvDpZW4w3l8ySe-r/s320/6.jpg" width="320" /></a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">There is no flag in printing, whether item was main item or suggested item, for example if you have if you need to send quotation of main items and suggestions separately you may need to customize your quotations.</span></div>
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<div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-47523348111946010932012-08-10T13:20:00.000-07:002012-08-10T13:20:52.679-07:00Price list in GP vs Trade Agreements in AX<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Today, we are going to analyse the difference between Functionality offered by AX and GP for Trade Agreements and Price list respectively. To be very clear in MS Dynamics GP we don't have Vendor Price List, as compared to AX which provides Trade Agreements for both Vendors and Customers.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Price List in MS Dynamics GP,</b></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">In inventory module, users can set the price lists. These prices lists are only eligible for Customers, that means users can not manage price list offered by vendors. Users are required to create Price Levels and need to map these prices levels to customers. During creation of Transaction these price levels can be changed. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Price levels in MS Dynamics GP 2010, allows users to select Quantity from/to, UOM and price amount. Price levels can be setup in Customer Classes to reduce data entry or bulk map of new price lists to customers belonging to that class. There is no option for Activate or Deactivate, users would be required to delete the price list in case of closed offers.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">It seems logical, that different company may offer different prices for different warehouse/sites. We miss such functionality in MS Dynamics GP.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Users cannot perform SOP Transaction without setting up price list for the item.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Trade Agreements in MS Dynamics AX 2012</b></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">On Product Information Management we can see the trade agreements button on both Purchase Tabs and Sales Tabs. Purchase Trade Agreements works with Item vs Vendors, whereas Sales Trade Agreements works with Item vs Customers. In both the cases uses can select Group of Customers/Vendors, All Customers/Vendors, or Specific Customer/Vendors against Group of Items, All Items or Specific Items.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">User can set the prices for Quantities from/to, UOM, Amount, Dates from/to, fixed price charge. Users can bring in Site/Warehouse combination for setting up prices.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">In Dynamics AX 2012, users are required to create trade agreements journals, and need to post them in order to make them activate. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Trade agreements setup, is not necessary. User may enter prices in Item Master, or during transaction. Prices mentioned Trade Agreements are superseded by the prices mentioned in Item Master.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">By specifying the To Date we can expire the trade agreement, and start new one.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">The main plus point for AX 2012, it that it provides separate pricing functionality for Vendors. Something which is very much required by MS Dynamics GP 2010.</span><br />
<br /></div><div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-21482189818533166232012-08-09T13:17:00.000-07:002012-08-09T13:19:30.904-07:00Inventory Master in AX vs GP<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Hi guys, </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Today I am going to share how inventory master in MS Dynamics GP 2010 differs from one that has been introduced in MS Dynamics AX 2012. Clearly MS Dynamics AX 2012 provides more functionality as compared to GP 2010. Since we are only focusing the inventory master, some functionalities may be kept un-discussed. Also we are just discussing the TOP Differences, as I wont be able to write down all in singe post :)</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Top 6 Differences (which I believe) </span><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;">MS Dynamics AX 2012 provides the concept of Shared Products, which means I just need to create a Product one time and that information will be shared across the group (Multiple entities)</span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Certain information will be shared, and certain information is company-wide.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Administrators are required to Release the products to entities in order to be used by the users of the entity.</span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Not new in AX2012, but still one of the most important feature of DAX 2012 that it provide dimensions for the inventory, i.e. Size, Colour & Configuration. We can rename the Size & Colour, but not the configuration dimension.</span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">These dimensions enable, organisation to reduce load on Item Master</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">For example, a company deals in Coloured Cups, each colour has its own value. i.e in case black cup is not available customer would not accept the white one. In this scenario </span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">GP Says, it need to create each CUP as a separate item</span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">CUP-WHITE, CUP-BLACK and So on</span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">AX Says, just create the item CUP and define multiple Colour Dimensions.</span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Colours would be treated as Values of Dimension Color, and be made required for the item. AX shall manage the inventory quanities based on these colors</span></li>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">I believe Categories in MS Dynamics GP (Limited to 6 Only) are Product attributes in MS Dynamics AX 2012. Again in DAX 2012, it is not limited to 6 and users could add unlimited number of attributes to the product.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Tracking Dimension Groups in AX provides more options as compared to GP which is just a selection for tracking as Serialized, Lot or None. See the AX Screen shot below<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBAXyJlvHjAawDwbMMRaVCx-oxvbOxFPfsu-gt4HYsxH4p18BG09ryzvVvULZXA5PRcEJOu6r21TVGQOVLG1HcDzNpd7T1Uvq8ZCrk1gOhlyFDoAbL3r5ZD_4DyaAHyIZTEumUtBzEdUyt/s1600/1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="114" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBAXyJlvHjAawDwbMMRaVCx-oxvbOxFPfsu-gt4HYsxH4p18BG09ryzvVvULZXA5PRcEJOu6r21TVGQOVLG1HcDzNpd7T1Uvq8ZCrk1gOhlyFDoAbL3r5ZD_4DyaAHyIZTEumUtBzEdUyt/s320/1.jpg" width="320" /></a></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Similarly Storage Dimensions enables Users to manage, how they wish to manage storage for the item. GP Lacks such functionality, as we only have Site/Bin.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Item Model Group in DAX2012, provides detailed configuration on how Items would be valued/ handled. We miss such options in MS Dynamics GP2010</span></li>
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</div><div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-45930435825240722772012-08-08T12:34:00.001-07:002012-08-09T13:20:03.639-07:00Controlling Items to be Purchased from Specific Vendors<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">After a long time, this is my first post in regards to my study towards Comparison between MS Dynamics AX 2012 and MS Dynamics GP 2010. One of the functionality I found interesting in both ERP is in regards to Vendor Assignment. This comparison is not about which ERP is better it is more about which ERP fulfils your requirements.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">1. MS Dynamics GP 2010 provides users capability to relate Site to </span><span style="font-family: Arial, Helvetica, sans-serif;">Vendors</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">2. I cannot see so far, specific vendors for specific sites in MS Dynamics AX 2012, for example for site NORTH I got Vendor MR Khan, as contrast to site SOUTH I got Vendor MR Zain. </span><span style="font-family: Arial, Helvetica, sans-serif;">Primary Vendor per Site reduce the data entry on most of the forms of MS Dynamics GP 2010.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">3. In MS Dynamics GP 2010, we cannot purchase an item from a Vendor that is not assigned to Items (Even in case to Temporary Vendor)</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">4. In MS Dynamics AX 2012, we can purchase the item from any vendor until Item is not Vendor Controlled (See below). </span><span style="font-family: Arial, Helvetica, sans-serif;">We still have two option in case Item is Vendor Controlled, System Warning or Process Stop.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">5. In MS Dynamics AX2012, we have expiry dates for Vendors, one of the feature that is not available in MS Dynamics GP2010. Also the Vendor Agreements provide more advantage to AX2012 as compared to GP2010. Agreements shall be covered in Futures posts.</span><br />
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<b style="font-family: Arial, Helvetica, sans-serif;">Vendor Assignment Process in AX2012</b><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">1. User will be required to control the item by Approved Vendor</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">2. Navigate to Product Information Management > Common > Released Products</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">3. Select the Product, click Maintain> Edit</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">4. On the Purchase Fast Tab Select any of the two option for Approved Vendor</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">5. Add Approved Vendors to the item </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">6. </span><span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Product Information Management > Common > Released Products></span><span style="font-family: Arial, Helvetica, sans-serif;">Purchase Tab > Approved Vendors Setup</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">7. Add Vendors Effective and Expiry Date or Expiration as Never (EXPIRY DATE FEATURE IN NOT AVAILABLE IN MS DYNAMICS GP 2010)</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">8. After doing this setup Users would not be able to create POs for vendors that are not in approved list.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">9. Users will have info logs like</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Vendor Assignment Process in GP2010</b></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">1. Navigate to Cards > Inventory > Vendors</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">2. Select the item number</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">3. Make sure Vendor Lookup is selected to ALL</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">4. Select the Vendor, Click save</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">5. Repeat the steps for Each Vendor</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">6</span>. <span style="font-family: Arial, Helvetica, sans-serif;">We can clearly see that MS Dynamics GP provide more options for planning in case for Assigned Vendors.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">7. Also in case when users are creating POs, and in case vendors are not assigned we get an option, that Vendor is not assigned and do we need to assign (WE CANNOT PURCHASE INVENTORY WITH UNASSIGNED VENDOR)</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">On clicking YES, users are taken to Same window (5) to assign the vendor.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">8. Default Vendor for each site,</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div><div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com0tag:blogger.com,1999:blog-8674820888503291888.post-25714314214473348012012-01-12T06:27:00.000-08:002012-01-22T20:30:10.014-08:00Configuring Management Reporter to be used on different Domain<div dir="ltr" style="text-align: left;" trbidi="on">I usually heard that Management Reporter can only be run on domain on which it has been installed, but fortunately I came across a case where one of my client changed the domain where MR Server was installed (Server where it was first installed).<br />
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With detail investigation I came to know ' If there is will so there is a way :)' Following is the method to re-configure MR Settings in order to run MR on different domain.<br />
<br />
1. Re-Configure Managment Reporter Service (Run > Services.msc > Change the logon as per new domain user)<br />
<br />
2. Re-Configure Management Reporter Application Pool (IIS > Management Reporter Application Pool > Advanced Settings > Change the ID for Login as per new domain )<br />
<br />
3. Re-Configure Management Reporter Site Security (IIS > Management Reporter Websites > Advanced Settings > Change the ID for Login as per new domain )<br />
<br />
4. Now if you run Management Reporter, you shall see that you are unable to login to MR because you are not authorized to login (You username is not authorized to login to MR ) --> Something like that not sure<br />
<br />
5. Run SQL Profiler<br />
<br />
6. Re-Try to login and see the entries made by MR to SQL Profiler<br />
<br />
7. You should see the long SID Key --> something like S-1-5-21-1024493168-1997020141-3530977040-1000<br />
<br />
8. Key is not that difficult to find as SQL Makes 6 to 7 entries and easily visible at the end of the Query<br />
<br />
9. Now we are required to update Management Reporter Database<br />
<br />
8. Login to SQL Server with SA Credentials<br />
<br />
9. Select Management Reporter Database<br />
<br />
10. Now we are required to update tables that is : SecurityUser & SecurityPrincipal<br />
<br />
11. Update user name and SID Fields in Security Principal & SecurityUser as per new user of domain<br />
<br />
12. You shall now be able to run MR<br />
<br />
13. Goto Security are re-configure other users<br />
<br />
I guess that would be helpful for others :)<br />
<br />
Thanks alot<br />
<br />
<br />
<br />
<br />
<div class="MsoNormal"><o:p></o:p></div><br />
</div><div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com3tag:blogger.com,1999:blog-8674820888503291888.post-66879957705522958372011-08-21T10:04:00.000-07:002011-08-21T10:04:24.339-07:00My Second Excel Based Customized Dash Board<div dir="ltr" style="text-align: left;" trbidi="on"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgfBWsEZuDqpbwEXWVATtKSNJ5DtLCZJp7isZiDhdU8MumkrHQ88NCj2e2IsekrEkOQZI6aDfqEFkjmmkxNqBZe2caLCtbFpsk8pux9domrlm85lFuAKB1sxfcnI1HrCGjY6jl_pfSXnN3P/s1600/EvSlogo.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="185" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgfBWsEZuDqpbwEXWVATtKSNJ5DtLCZJp7isZiDhdU8MumkrHQ88NCj2e2IsekrEkOQZI6aDfqEFkjmmkxNqBZe2caLCtbFpsk8pux9domrlm85lFuAKB1sxfcnI1HrCGjY6jl_pfSXnN3P/s320/EvSlogo.jpg" width="320" /></a></div><br />
</div><div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com1tag:blogger.com,1999:blog-8674820888503291888.post-89207312203097167872011-08-14T22:55:00.000-07:002011-08-14T22:55:15.673-07:00Making Reporting Easy With Excel<div dir="ltr" style="text-align: left;" trbidi="on"><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">With advancement in Microsoft Office Tools, Dynamics ERPs always have new features to enjoy, In my previous posts i have discussed how Excel reports could help non technical users to extract easy information in form of Excel File from MS Dynamics GP.</span></div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Technical Users can just write SQL Queries and will be able to get results via Excel File, in this method files are automatically/manually refreshed.</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">To Enter SQL Query, Extract one excel file from MS DYNAMICS GP UNDER EXCEL REPORTS in order to get default connection settings. Once you get the data from default report make a backup of that report and use it every time for new reports.</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">To Enter SQL Query,</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Within Excel > Data Tab > Connections > [Select the Connection] Properties > Definition Tab > Enter Query in Command Text</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjmCHRgSaT7i2xVFCGn9-tGODuxO323jGcaRKSXkya74nnQf69F3GMpAL6xlf8nqymonkDGJ8WiI4BDIgBl1R7p3iZj8mdMt_EdqUAMj-t7846Nhz3pcRFj_1L7yRnwNdgGgP7PZSf1KgFN/s1600/img1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="221" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjmCHRgSaT7i2xVFCGn9-tGODuxO323jGcaRKSXkya74nnQf69F3GMpAL6xlf8nqymonkDGJ8WiI4BDIgBl1R7p3iZj8mdMt_EdqUAMj-t7846Nhz3pcRFj_1L7yRnwNdgGgP7PZSf1KgFN/s320/img1.jpg" width="320" /></a></div><br />
<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkAZLj7UOv1ssdAe4p1qPfmLu2tC7vvZHuNG_GSMRBxqrdKJjDLlku_aIcx_7jQYLJ0XY8iBypfzI9nVgDTEoVLZ-7bp99FKIgM73fQcdE8hA8sUMUMSh_oN21fHdz2vBFd-k-cm9mjgTq/s1600/img2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkAZLj7UOv1ssdAe4p1qPfmLu2tC7vvZHuNG_GSMRBxqrdKJjDLlku_aIcx_7jQYLJ0XY8iBypfzI9nVgDTEoVLZ-7bp99FKIgM73fQcdE8hA8sUMUMSh_oN21fHdz2vBFd-k-cm9mjgTq/s320/img2.jpg" width="264" /></a></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Click ok, Click Refresh All.</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Some Basic Queries you can work with,</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"></div><ul><li><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">SOP Transaction [ Both from Work and History Table ], this query helps you track where document exist and what's the status of the document.</span></li>
</ul><br />
<div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"></span></div><div class="MsoNormal"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><span style="color: blue; font-family: "Courier New"; font-size: 10.0pt;">SELECT</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> <span style="color: red;">'Work'</span> DataType<span style="color: grey;">,</span>SOP10100<span style="color: grey;">.</span>SOPNUMBE<span style="color: grey;">,<o:p></o:p></span></span></span></div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"> <div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>SOPTYPE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>DOCDATE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>CUSTNMBR<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>CUSTNAME<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>BACHNUMB<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>CSTPONBR<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>MSTRNUMB<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>CNTCPRSN<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10100<span style="color: grey;">.</span>SLPRSNID<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10200<span style="color: grey;">.</span>ITEMNMBR<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10200<span style="color: grey;">.</span>ITEMDESC<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10200<span style="color: grey;">.</span>UNITPRCE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10200<span style="color: grey;">.</span>XTNDPRCE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10200<span style="color: grey;">.</span>QUANTITY<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP10200<span style="color: grey;">.</span>LOCNCODE<o:p></o:p></span></div><div class="MsoNormal"><span style="color: blue; font-family: "Courier New"; font-size: 10.0pt;">FROM</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> SOP10100<o:p></o:p></span></div><div class="MsoNormal"><span style="color: grey; font-family: "Courier New"; font-size: 10.0pt;">INNER</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> <span style="color: grey;">JOIN</span> SOP10200 <span style="color: blue;">ON</span> SOP10100<span style="color: grey;">.</span>SOPNUMBE <span style="color: grey;">=</span> SOP10200<span style="color: grey;">.</span>SOPNUMBE<o:p></o:p></span></div><div class="MsoNormal"><span style="color: grey; font-family: "Courier New"; font-size: 10.0pt;">AND</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> sop10100<span style="color: grey;">.</span>soptype <span style="color: grey;">=</span> sop10200<span style="color: grey;">.</span>soptype<o:p></o:p></span></div><div class="MsoNormal"><span style="color: blue; font-family: "Courier New"; font-size: 10.0pt;">UNION</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> <span style="color: grey;">ALL<o:p></o:p></span></span></div><div class="MsoNormal"><span style="color: blue; font-family: "Courier New"; font-size: 10.0pt;">SELECT</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> <span style="color: red;">'History'</span> DataType <span style="color: grey;">,</span>SOP30200<span style="color: grey;">.</span>SOPNUMBE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>SOPTYPE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>DOCDATE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>CUSTNMBR<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>CUSTNAME<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>BACHNUMB<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>CSTPONBR<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>MSTRNUMB<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>CNTCPRSN<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30200<span style="color: grey;">.</span>SLPRSNID<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30300<span style="color: grey;">.</span>ITEMNMBR<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30300<span style="color: grey;">.</span>ITEMDESC<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30300<span style="color: grey;">.</span>UNITPRCE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30300<span style="color: grey;">.</span>XTNDPRCE<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30300<span style="color: grey;">.</span>QUANTITY<span style="color: grey;">,<o:p></o:p></span></span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;">SOP30300<span style="color: grey;">.</span>LOCNCODE<o:p></o:p></span></div><div class="MsoNormal"><span style="color: blue; font-family: "Courier New"; font-size: 10.0pt;">FROM</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> SOP30200<o:p></o:p></span></div><div class="MsoNormal"><span style="color: grey; font-family: "Courier New"; font-size: 10.0pt;">INNER</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> <span style="color: grey;">JOIN</span> SOP30300 <span style="color: blue;">ON</span> SOP30200<span style="color: grey;">.</span>SOPNUMBE <span style="color: grey;">=</span> SOP30300<span style="color: grey;">.</span>SOPNUMBE<o:p></o:p></span></div><div class="MsoNormal"><span style="color: grey; font-family: "Courier New"; font-size: 10.0pt;">AND</span><span style="font-family: "Courier New"; font-size: 10.0pt;"> SOP30200<span style="color: grey;">.</span>soptype <span style="color: grey;">=</span> SOP30300<span style="color: grey;">.</span>soptype</span><o:p></o:p></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;"><br />
</span></div><div class="MsoNormal"><span style="font-family: "Courier New"; font-size: 10.0pt;"><br />
</span></div></span><br />
<div style="text-align: justify;"></div><ul><li><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Excel Based Dash Board</span></li>
</ul><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">With some basic Excel Skills you can design you own customize dashboards, look at this example.</span></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKxLLoHy1JjVd-7QrvShPLpcUCYjKlXYGvQgh7Mr1y10Jv0Xk6dxLxS0GI3BfeAjGMYNYo_RCVs_GcvjEcebVfpSl7hvXgLKRoi69bAesfzYy4VPFhoSXsVN_Gj8DURSlL4O0eiQRCVdCh/s1600/img3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="190" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKxLLoHy1JjVd-7QrvShPLpcUCYjKlXYGvQgh7Mr1y10Jv0Xk6dxLxS0GI3BfeAjGMYNYo_RCVs_GcvjEcebVfpSl7hvXgLKRoi69bAesfzYy4VPFhoSXsVN_Gj8DURSlL4O0eiQRCVdCh/s320/img3.jpg" width="320" /></a></div><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Drop you email to get this dashboard :)</span></div><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span></div></div><div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com1tag:blogger.com,1999:blog-8674820888503291888.post-76306725382069307232011-06-28T10:18:00.000-07:002011-06-28T10:18:42.747-07:00Installing Fabrikam Reports in Management Reporter (MR)<div dir="ltr" style="text-align: left;" trbidi="on"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Unlike FRx, Management Reporter does not provide default reports for Fabrikam, we need to upload the default reports in order to get the sample reports. Follow the procedure in order to get Sample Reports for Fabrikam.</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">In order to install MR follow my Management Reporter Installation Post June 2011.</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="line-height: 19px;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Click <strong style="background-attachment: initial; background-clip: initial; background-color: transparent; background-image: initial; background-origin: initial; border-bottom-width: 0px; border-color: initial; border-left-width: 0px; border-right-width: 0px; border-style: initial; border-top-width: 0px; font-weight: bold; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px; outline-color: initial; outline-style: initial; outline-width: 0px; padding-bottom: 0px; padding-left: 0px; padding-right: 0px; padding-top: 0px; vertical-align: baseline;"><a href="https://mbs2.microsoft.com/fileexchange/?fileID=aa4fb105-8481-423b-af47-917a39f183e1" style="background-attachment: initial; background-clip: initial; background-color: transparent; background-image: initial; background-origin: initial; border-bottom-width: 0px; border-color: initial; border-left-width: 0px; border-right-width: 0px; border-style: initial; border-top-width: 0px; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px; outline-color: initial; outline-style: initial; outline-width: 0px; padding-bottom: 0px; padding-left: 0px; padding-right: 0px; padding-top: 0px; text-decoration: none; vertical-align: baseline;" target="_blank" title="MR Demo Reports">here</a></strong> to download MR demo reports [Partner Source Access would be required] </span></span><span class="Apple-style-span" style="font-family: Verdana, sans-serif; line-height: 19px;">or alternatively Provide me you email address so I could email you the reports</span><br />
<br />
<ul style="text-align: left;"><li><span class="Apple-style-span" style="font-family: Verdana, sans-serif; line-height: 19px;">In order to deploy the reports open MS Dynamics ERP MR Designer, Companies and Create a new Company as follows,</span></li>
</ul><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIxakL0pPyB0mx9SS34ywqnJ1NhTazOYgoIC5G1MqHv6-OC-0Zn1HpZ6zywNTg9-hPH6BN7Ruua-jeAWcpNiLVNuhXbDJ8V3Xs20B56FKA4u6IlT7P52OEZq8-zNXo40PI7hz8KiAepz7t/s1600/img1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIxakL0pPyB0mx9SS34ywqnJ1NhTazOYgoIC5G1MqHv6-OC-0Zn1HpZ6zywNTg9-hPH6BN7Ruua-jeAWcpNiLVNuhXbDJ8V3Xs20B56FKA4u6IlT7P52OEZq8-zNXo40PI7hz8KiAepz7t/s320/img1.jpg" width="320" /></a></div><br />
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</div><div class="separator" style="clear: both; text-align: justify;"></div><ul><li><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Click Finish and set the Company as default, if you unable to set the company as default troubleshoot the problem, likely MR installation is not properly done</span></li>
</ul><br />
<div class="separator" style="clear: both; text-align: justify;"></div><ul><li><span class="Apple-style-span" style="font-family: Verdana, sans-serif; line-height: 19px;">In order to Import the Reports, navigate to Company > Building Block Groups within MR Designer, select the company and click import</span></li>
</ul><br />
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</div><div class="separator" style="clear: both; text-align: left;"><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Click Select All and Import</span></div><br />
<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSgf0t-NF9Gs0QYjMMT8FcJII-WYv0rR8NXoc6b6F9LxAGL63k2BdubKbZPb1vIAeZj8uSxF7gQbOrv0Dc1iM5Qgtl4ZfPIla-zVTf0fiRghTDIpqmftQY6pTWpGijgOn8OAy0Ga4fwE6N/s1600/img9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="228" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSgf0t-NF9Gs0QYjMMT8FcJII-WYv0rR8NXoc6b6F9LxAGL63k2BdubKbZPb1vIAeZj8uSxF7gQbOrv0Dc1iM5Qgtl4ZfPIla-zVTf0fiRghTDIpqmftQY6pTWpGijgOn8OAy0Ga4fwE6N/s320/img9.jpg" width="320" /></a></div><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><span class="Apple-style-span" style="line-height: 19px;"><br />
</span></span></div><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><span class="Apple-style-span" style="line-height: 19px;"><br />
</span></span></div><div><span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Note*</span></div><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">For MS Dynamics GP 2010 SP2 Fabrikam we would be required to rename the Segments name in order to deploy the reports,</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Navigate to Administration > Setups > Company > Account Format > Change the Segments</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Segment1</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Segment2</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Segment3</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Make sure you perform above activity before deploying the reports.</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Let me know if you are stuck somewhere.</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;"><br />
</span><br />
<span class="Apple-style-span" style="font-family: Verdana, sans-serif;">Mustafa Chohan</span></div><div class="blogger-post-footer">Mustafa</div>Mustafa Chohanhttp://www.blogger.com/profile/11203799462975466629noreply@blogger.com1