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Budget for Expense and Budget

June 22, 2018, 3:39 am
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Dear all,

I have setup budget for expense and revenue on AX 2012 r3.  I uploaded all budget entries as well.

I have created posting definition and posting transaction definition for both as well.  The expense budget works fine but the revenue budget isn’t working; meaning, when I perform sales, I see the sales amount as expenditure in my inventory but I didn’t see it deduct from the revenue budget.

Originally, my revenue main account type was set to Revenue.  I read some article that for the budge to work, I need to make the main account type as “P&L”.  Therefore, I created two main accounts and setup as follows in posting definition and posting transaction definition.

300160 – Revenue main account

300161 – Revenue reverse main account

I have not setup anything on inventory posting profile.

Can you please explain to me what I have missed and help me understand the setup process and what I should expect?

 

Thank you!

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RE: Closing Process Error

July 2, 2018, 5:07 am
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Hi,

Thank you for this information.

I am a bit confused about the screenprints because further above you showed account no. 210151006

The last screenshots illustrate the balance for a different ledger account.

I thought the issue is with your bank accounts?!

The accounts in the screenprints above do not appear to be bank accounts - at least the name seems different.

Can you double check that?

Best regards,

Ludwig

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RE: "Pay cash" operation using code in AX 2012 Retail SDK

July 2, 2018, 5:13 am
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"Pay cash" operation using code in AX 2012 Retail SDK

March 31, 2016, 6:31 am
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Hi Champs!

I am going thru with one requirement and putting my efforts to sort out it. [BTW I am new in retail development :) ]

Normally on POS, we sale by adding items and then finally complete it by "Pay cash/Pay customer account". I wanted to do last operation by using code. I don't want to interfere with screens.

As we normally do suspend transaction operation like:

 

this.Application.BusinessLogic.SuspendRetrieveSystem.SuspendTransaction(retailTransaction asPosTransaction);

 

Is there anything like this to perform "Pay cash/Pay customer account"?

Regards,

Ehtasham

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RE: Converting string to real import data from excel to ax 2009 table

July 2, 2018, 5:18 am
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This post from

https://community.dynamics.com/ax/f/33/t/44272

is the best method to import cell value from excel file.

Basically, It checks its Variant Type and formats it accordingly.

I recommend you should use this method.

{{{{

When you’re importing data from Excel, you need to check what the variant type for Excel cell is,  and do the appropriate conversion. This way you can avoid problems with different cell formatting, e.g. if some cells are strings (BSTR), while other were formatted as some of the number types. You can use the code below, it checks the variant type (using the variantType() method for a given cell), and then depending on variant type do the appropriate conversion to get the account number as string value:

switch(RCell.value().variantType())

{

   case COMVariantType::VT_BSTR:

       accNo = strFmt("%1", RCell.value().bStr());

       break;

   case COMVariantType::VT_DECIMAL, COMVariantType::VT_R4, COMVariantType::VT_R8:

       accNo = strFmt("%1", any2int(RCell.value().double()));

       break;

   case COMVariantType::VT_I1, COMVariantType::VT_I2, COMVariantType::VT_I4:

       accNo = strFmt("%1", RCell.value().int());

       break;

   case COMVariantType::VT_UI1, COMVariantType::VT_UI2, COMVariantType::VT_UI4:

       accNo = strFmt("%1", RCell.value().uLong());

       break;

    case COMVariantType::VT_EMPTY:

       accNo = '';

       break;

   default:

       throw error(strfmt('Unhandled variant type (%1).', RCell.value().variantType()));

}

}}}}

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RE: Service management

July 2, 2018, 5:31 am
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thanks for replay

can you please more explain because i'm only check this table (SMAServiceOrderTable)

you mean i must create log for this table?!

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RE: Service management

July 2, 2018, 5:44 am
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System Administration >> Setup >> Database >> Database Log setup

Create a New record which opens the wizard. Add in the table SMAServiceOrderTable. This will take some time. Click "Show all tables".

Seelct Service Management and the Service Order table. Tick track new transaction on the types of change when the table is listed. Finish.

Create a new service order.

System Administration >> Inquiries >> Database >> Database log. The order created in the last step will be listed with the created time and date with the user.

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RE: Purchase requisition

July 2, 2018, 5:45 am
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Hello Venkata,

Have you tried clearing your user cache? This would be the first step to troubleshooting this since its only 2 users with this problem and you all have the same security roles.

You can clear your user cache by going to File > Tools > Options in AX, select Usage Data, select Jobs tab at the top, select all, click File and Delete record.

Now do the same for Form selections. Log off AX and log back on and see if you can see it now.

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Purchase requisition

June 29, 2018, 5:33 am
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Dear All

In purchase requisition line vendor account is not appearing ,( while drop down Vendor Account list not showing)

 

Thanks in advance,

Best Regards

Venkata Reddy

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RE: Can't import MT940 format file from Barclays - UK due to tag 28

July 2, 2018, 5:53 am
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Below solution is applied:

New AX routine is developed that will read the Barclays downloaded MT940 file and create a new txt file with below changes. User will use newly generated file to import the statement in to AX and change the statement date accordingly and click on Validate to confirm which will populate any missing fields.

1- Add C after tag :28 for the first actual transaction only in the file (Actual transaction contains Debit or Credit amount).

2- Ignore all balance only transactions when reading the downloaded file (Barclays file contains balance only transactions as well so new AX routine will ignore these transactions when reading the downloaded file).

3- Do not add 62F and 64  tag lines for actual transactions in the file (Actual transaction contains Debit or Credit amount).

4- Add 62F and 64 tags which are closing balance  entries for last actual transaction only which will give the closing balance on the statement. If you add 62F and 64 lines for all actual transactions then AX will pick up the first actual transaction closing balance as final closing balance which will be wrong.

Barclays downloaded file is a mess.

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Can't import MT940 format file from Barclays - UK due to tag 28

May 4, 2017, 6:28 am
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Hi,

AX 2012 R3 CU9.

We have exported a MT940 file from Barclays.Net - UK and tried to import using bank import routine. MT940 port is enabled.

This file has a tag 28 instead of 28C which is causing issue.

It has multiple 28 tag lines which is causing AX to create new bank import for each transaction.

If I update the file and change 28 to 28C and also remove all line for 28 tag and keep only first one then file gets imported but this is not a solution as this can't be done for the file every time it is imported.

Has anyone dealt with this scenario?

Thanks,

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RE: Manage release in Dynamics 365 For Operations

July 2, 2018, 5:54 am
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When you were still local admin I got this working in VSTS release management by launching a powerShell Script. (07/2017) 

Now I need to setup new environments because we are switching from Azure tenant,

I suppose this no longer works then because of no longer being local admin on those environments? 

This then also means that you can no longer do an automated build to your test environment? 

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Manage release in Dynamics 365 For Operations

October 27, 2017, 7:03 am
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Hello, everyone!

Is there any instructions how to adjust release for D365FO?

Thank you!

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RE: PurchLine Copy Error ): !!!!

July 2, 2018, 5:58 am
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There is line which is assigning the LineNum which is leading to Duplicate LineNum and giving the Duplicate key error.

Commenting the lines of code will work.

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RE: Are all Financial dimensions values string values or are some default numerical?

July 2, 2018, 6:07 am
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Thanks Crispin,

So does this mean, even though the field is a string field, if I limit a Financial dimension name to numbers then the ".." will allow me to specify 001..013 to mean from, for example, ItemGroup 001 to ItemGroup 013?

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RE: Budget for Expense and Budget

July 2, 2018, 6:08 am
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I would not expect to control revenue budget/ nor to consume it - I would expect to report actual sales against budget/forecast sales i.e just a report.

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RE: Are all Financial dimensions values string values or are some default numerical?

July 2, 2018, 6:23 am
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Hi,

For No 1: No. If your departments and cost centers are also operating units that are setup in the OrgAdmin module, then you need a number sequence that usually determines those numbers. If you like you can have department ABC and cost center A12, etc. Best practice in my opinion are numbers.

For No 2: Yes. Many companies set them up as numerical values

Best regards,

Ludwig

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RE: Are all Financial dimensions values string values or are some default numerical?

July 2, 2018, 6:24 am
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Hi,

The specification 001..013 and Item Group 001..013 should work out of the box.

Best regards,

Ludwig

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Are all Financial dimensions values string values or are some default numerical?

June 28, 2018, 2:06 am
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I am preparing for my Dynamics 365 Financial Management exam and am trying to gain a more in depth understanding of Account Structure and Advanced Rule structure constraints.

In some instances, like for example with Department and Cost Center you can set a range of values to be valid by using the ".." two-dot ellipses. The dimension values for these financial dimensions are numerical.

ItemGroups on the other hand has a string dimension value.

My questions are:

  1. Is Department and Cost Center by default restricted to numerical values?
  2. Can I set up Item Group to be numerical so that ranges can also be valid in the Account structure constraints?

Thank you for your assistance and guidance.

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RE: Serial number already exists physically in the inventory

July 2, 2018, 6:30 am
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