Showing posts with label AX Process. Show all posts
Showing posts with label AX Process. Show all posts

Friday, 10 January 2014

ax 2009 table name changes in ax 2012

InventSize       : EcoResSize, EcoResProductMasterSize

InventColor    : EcoResColor, EcoResProductMasterColor

ConfigTable    : EcoResConfiguration,
                        EcoResProductMasterConfiguration,

InventDim (InventColorId, InventSizeId, ConfigIdfields)        : EcoResProductDimensionAttribute


InventDimCombination : EcoResProductVariantSize ,
                                      EcoResProductVariantColor,
                                      EcoResProductVariantConfiguration

LedgerTable To MainAccounts in ax 2012

LedgerTrans to General Journal Tables in ax 2012

GeneralJOurnalAccountEntry
GeneralJournalEntry
SubledgerVoucherGeneralJournalEntry
LedgerEntry(Optional)
LedgerEntryJournal(Optional)
LedgerEntryJournalizing(Optional)

Complete select statement
This pattern and example demonstrate how to select the general journal records that replace a single
LedgerTrans record.

Example
select RecId from generalJournalAccountEntry
join RecId from generalJournalEntry
where generalJournalEntry.RecId == generalJournalAccountEntry.GeneralJournalEntry
join RecId from subledgerVoucherGeneralJournalEntry
where subledgerVoucherGeneralJournalEntry.GeneralJournalEntry ==
generalJournalEntry.RecId
outer join RecId from ledgerEntry
where ledgerEntry.GeneralJournalAccountEntry == generalJournalAccountEntry.RecId
outer join RecId from ledgerEntryJournal
where ledgerEntryJournal.RecId == generalJournalEntry.LedgerEntryJournal
outer join RecId from ledgerEntryJournalizing
where ledgerEntryJournalizing.GeneralJournalAccountEntry ==
generalJournalAccountEntry.RecId

Select for a specific transaction date
This pattern and example demonstrate how to select the general journal records for a specific
transaction date.

Example
select RecId from generalJournalAccountEntry
join RecId from generalJournalEntry
where generalJournalEntry.RecId == generalJournalAccountEntry.GeneralJournalEntry
&& generalJournalEntry.AccountingDate == <transaction date input>

Select for a specific voucher and transaction date 
This pattern and example demonstrate how to select the general journal records for a specific voucher
and transaction date

Example
select RecId from generalJournalAccountEntry
join RecId from generalJournalEntry
where generalJournalEntry.RecId == generalJournalAccountEntry.GeneralJournalEntry
join RecId from subledgerVoucherGeneralJournalEntry
where subledgerVoucherGeneralJournalEntry.GeneralJournalEntry ==
generalJournalEntry.RecId
&& subledgerVoucherGeneralJournalEntry.Voucher == <voucher input>
&& subledgerVoucherGeneralJournalEntry.VoucherDataAreaId == <voucher data area ID
input>
&& subledgerVoucherGeneralJournalEntry.AccountingDate == <transaction date input>

Thursday, 9 January 2014

Sales order process in AX 2012

Hi All,

Following are the steps involved to process Sales order from Creation to Invoice.

Step 1: Select Account Receivable -> Common -> All Sales Order



Step 2 : Click Sales Order (left corner)



Step 3: Input required information in Sales order header screen and Click Ok



Step 4 : After clicked Ok on the above (Sales header) screen.  Sales line screen will be displayed as below;

Input Item details, warehouse information  and required sales qty.




Confirming Sales Order

Step 5 : Click Sell menu and Click Sales order confirmation option;



Note :  Sales Order confirmation screen will be displayed; Select required information (Print options) and click Ok

Posting Packing slip
Step 6: Click Pick and Pack menu and click Packing slip option.



Note : Packing slip dialog box will be displayed.  Input Packing slip Qty and click Ok.

Check the Sales order status; order status should be “Delivered”



Invoice in Sales order

Step 7 : Click Invoice menu and click Invoice option




Check the Sales order status; order status should be “Invoiced”

Wednesday, 8 January 2014

Purchase Order Process in AX 2012

Hi All,

Below are the steps to be followed for creating, confirming, receiving and invoicing the Purchase Order in AX 2012.

Step 1 :  Account Payable->Common->Purchase Orders ->All Purchase Orders



Step 2 :  Click Purchase Order Icon.



Step 3: Enter necessary information in purchase order header screen.

Step 4: Enter Purchase order line information.



Confirming Purchase Order

Step 5 : Select Purchase Menu on Top

Step 6 : Click on Purchase (Confirming PO with regular popup screen) or Confirm (Confirming PO without popup screen) Button



Receiving Purchase Order (Packing Slip/ Product Receive)

Step 7 : Select Receive Menu on Top

Step 8 : Select Product receipt (Packing Slip)



Step 9 : Enter Packing Slip Information such as Packingslip Number and Qty.

Step 10 : Post Product Receipt



Check Purchase Order Status



Invoicing Purchase Order

Step 11 :  Select Invoice Menu on Top

Step 12 :  Click Invoice Button (Left)



Step 13 : Enter Invoice Information (Number & Invoice Description) on the screen.



Step 13:  Select Post Option on the Top


Check the Purchase Order Status

Models and Model Files in AX 2012

SQL Server-based Model Store

The earlier release of Microsoft Dynamics AX stores the metadata in the application files which is AOD files.   In AX 2012 all the file based AOD files are replaced by SQL Server database based, which are called by Model Store.

Models and Model Files

Models are logical group of element like tables and classes.   In AX 2012 elements can be group and store in the model file.  Model files are easy to create, export, import and this can be uninstalled from the system when not required.
Models can manage through following tools.
  1. AXUtil.exe command-line utility.
  2. Programmatically; using axutilib.dll
  3. PowerShell.
Creating Model

Step 1: Click Start ->Click Run ->type “cmd” and Press End; you will get command prompt screen.


Step 2 : Type following command in command prompt.

“c:\Program Files\Microsoft Dynamics AX\60\Server\MicrosoftDynamicsAX\Bin” 



Basically we are changing current directory to AOS Server folder.  The above path will change depends upon your current installation.

Step 3: Type following command in command prompt.
         AxUtil.exe create /model:CustCustomer /layer:USR
 
 Basically using AxUtil we are creating model name call “CustCustomer” in USR Layer
After successful creation of model file; you will see below out in command prompt.




Changing Current Model in AX
 Step 4: Click on Current Model in the status bar; system will display all the model available in current layer.
 

List of model available in Current Layer


Step 5:  Select “Cust Customer” model and click ok.
(System will change current model in the status bar; refer below screen shot)


Creating/Changing Object in current Model

Step 6:  Create Table called “ModelExample” and Save the table.

Step 7: Right click on “ModelExample” Table and select Properties.  In the properties you can notice that newly created object belongs to “CustCustomer” model



Exporting Model

Step 8: Type following command in command prompt.

AxUtil.exe export /file:c:\CustCustomerModel.axmodel /model:CustCustomer
You will see following output message in the screen.



Confirm Model files exported correctly by verifying physical folder

c

Uninstalling Model

Step 9: Type following command in command prompt.
              AxUtil.exe delete /model:CustCustomer 

You will see following output message in the screen



Check Object Model in AX, You will not see the CustCustomer Model in Model List window.  All the object belongs to this model will be deleted from AOT.






 



Export an .axmodel file (Windows PowerShell)

  1. On the Start menu, point to All Programs, point to Administrative Tools, and then click Microsoft Dynamics AX Management Shell.
  2. At the Windows PowerShell command prompt, PS C:\>, type the following command, and then press ENTER.
    Export Command Syntax :
    Export-AXModel –Model <name> -File <Filename.axmodel>
    Example : 
    Export-AXModel –Model SecurityModel -File C:\SecurityModel.axmodel


Import an .axmodel file (Windows PowerShell)
    1. On the Start menu, point to All Programs, point to Administrative Tools, and then click Microsoft Dynamics AX Management Shell.
    2. At the Windows PowerShell command prompt, PS C:\>, type the following command, and then press ENTER.
    Import Command Syntax :
    Install-AXModel -File <Filename.axmodel> -Details
    Exmaple :
    Install-AXModel -File C:\SecurityModel.axmodel -Details

Sunday, 5 January 2014

Move all object of a layer into the project in ax 2009

There are many ways to take backup of our all development work like in AX 2009 we can copy usr layer and in AX 2012 we can export model we are working.
We can also export all the objects of layer and take backup. but for doing this we need to move all the objects from a layer into the project. Below I am defining how can we do it.
Step 1: Create a new project.
Then open the newly created project.
Step 2: Choose Advanced Filter/Sort from the toolbar.
A new dialog pops up.

project filter in dynamic ax
You can choose grouping of the objects as in the AOT or by user.
Step 3: Select the required objects.
Use the Select button on the dialog to select the objects you require for your project.
We wanna select all AOT objects from a specific layer, so we’ll use the UtilLevel field in the selection criteria.
                                             
From the screenshot you can see that all objects from the USR layer are selected, you can filter more by entrering the criteria you would like to do.