Hello Kim,
Purchase requisitions do not create any GL transactions, as you just request something but do not record item transactions that add a monetary value.
The thing with the budgeting is that you can enable a budget check for purchase requisitions in the budget control form.
When doing that you have to specify, which budget should be checked against the PR amount - e.g. budget 2018, 2019, ... - and therefore you need a date value.
Does this clarify things?
Best regards,
Ludwig
Hello Sean The Michael,
Why is it necessary to display this info in the transfer order form?
Out of the box you can get this information with one click.
Simply select inventory - onhand and you can see the available physical qty.
Best regards,
Ludwig
Hi,
I've got a strange behaviour in a customer's productive environment (2009). Master planning stopped due to an errror that item disposition has been stopped, because of the maximum number of bom levels exceeded. So I increased the Maximum number from 20 to 25 levels in BOM parameters.
Now everything works great again. But when I take look on the log form of the master planning, then I noticed that "Number of levels" only is logged with an value of 13. So customer is wondering about that value, because they excpected a value something higher than 20.
So can anybody tell me, how the logged "Number of Levels" field is calculated?
Hello Nazim2015,
What exactly is the process of roll foward?
Is this the process of recording the opening transactions that you can find in GL / fiscal year close?
Do you know if the fiscal period close has been run before?
If this is the case, can you check whether the parameter 'set fiscal year status to closed' has been enabled in the GL parameters?
Best regards,
Ludwig
Thanks, Ludwig, for your comment. When set up the budget, you have an amount for each GL account in that budget. Until the PO receipt is post which links to the GL->then links to budget. Then the PO is really matter. PR has no GL impact. Where is the connection between PR and budget? You mentioned the check box. I got that. I can't seem to understand the practical side of it.
Hi All,
When placed a purchase requisition, there is a field named Accounting date. Based on my brief research, that date is for budget.
At what point does this date matter? At the point of Product Receipt? I would think at that point, it hits GL (inventory account for example), then it links to budget. Budget has a cycle which is the date range. So the Accounting date determine which budget cycle this PO falls into? Is this the purpose of the Accounting date? Could somebody share your thoughts? Thanks so much!
Hi,
I assume that you matched the PO receipt(s) with the PO invoice and then send it over to the approver.
Once the approver approved the invoice you should then be able to invoice directly.
Is this not possible in your case? Do you get an error/warning message when trying to do that?
Best regards,
Ludwig
Hi Nickolaos,
Thank you for your quick response. ok i understand about AOS. now what you will suggest about Retail related databases like Async, retail shops databases etc. can we change their name easily also ?
regards,
Kamran
Hello Fellows,
We have production as well as UAT environment for AX. we have same database name in UAT SQL server as in LIve SQL.
now i want to change only databases name in UAT SQL server to make it different from Live.
I will do rename but kindly tell me what and where are the changes do in Dynamics AX to take impact of new names.
including Roles as "AOS, Report Server, Retail, and Management reporter''.
Regards,
Kamran J
It may be possible in my case. If it exceeds the tolerant limits, and if I set the AP Parameter->Post invoice with discrepancies->Choose "Required approval" then when it exceeds the tolerant limits, it, then goes to the approver, correct? Thanks
i have two user both have same rights system admin but in one user shows all sales order but in second user only one sales order show how to solve that
Hello Kim,
The budget relationship to the PR is just a check whether sufficient budget is available for that requisition if it later on becomes a PO that creates some costs.
It it thus more like an early warning indicator whether one can go ahead with the purchase requisition or has to ask for additional budget before the PR can be processed and converted into a PO.
Does this make sense to you?
Best regards,
Ludwig
Ah! Yes, it makes sense. I see it now. You are so smart! Thank you, Ludwig.
Hello Kim,
What this parameter does is, it makes the following tab available in the matching form
If you have a price tolerance then the approver has to open this form and select the approved/yes button, which is a manual task.
When using a workflow, I do not like to activate this parameter as the approvals and checks are all tracked in the workflow. Activating this parameter would add another manual step that interrupts the whole workflow.
If you do not use workflows then you can make use of this parameter to get a formal approval of the variance.
Best regards,
Ludwig
Hi Zeeshan,
As I said earlier, you have to add PostedDateTime field to LedgerTransStatementTmp and LedgerTransStatementStagingTmp.
Then modify populateTempTableLedgerInStaging method in LedgerTransStatementDP class as below:
private void populateTempTableLedgerInStaging(
LedgerTransStatementStagingTmp _ledgerTransStatementTmp,
Query _query,
FromDate _startDate,
ToDate _endDate,
boolean _includeOpening,
boolean _includeClosing,
Name _dimensionFocusName,
boolean _includeIntercompanyTaxVoucher)
{
boolean hasRangesOrFilters = SysQuery::queryHasRangesOrFilters(_query);
RecordInsertList recordInsertList;
TransDate periodStartDate;
QueryBuildDataSource qbdsGJAE, qbdsGJE, qbdsFCP, qbds, qbdsLedger, qbdsCompanyInfo;
QueryRun queryRun;
GeneralJournalAccountEntry generalJournalAccountEntry;
GeneralJournalEntry generalJournalEntry;
Ledger ledger;
CompanyInfo companyInfo;
FiscalCalendarPeriod fiscalCalendarPeriod;
FiscalPeriodType opening = FiscalPeriodType::Opening;
SubledgerVoucherGeneralJournalEntry subledgerVoucherGeneralJournalEntry, subledgerVoucherGeneralJournalEntry2;
AmountMST zeroAmount = 0.0;
Voucher emptyVoucher = '';
int i;
DimensionFocusBalance dimensionFocusBalance;
TaxTransGeneralJournalAccountEntry taxTransGeneralJournalAccountEntryForTax, taxTransGeneralJournalAccountEntryForVoucher;
TaxTrans taxTrans;
LedgerTransStatementStagingTmp localLedgerTransStatmentTmp;
this.setUserConnection(localLedgerTransStatmentTmp);
localLedgerTransStatmentTmp.linkPhysicalTableInstance(_ledgerTransStatementTmp);
periodStartDate = FiscalCalendars::findOpeningStartDateByDate(CompanyInfo::fiscalCalendarRecId(), _startDate);
if (hasRangesOrFilters)
{
// The query has multiple top level data sources all of which get run when the quer is run. We are interested in only
// Ledger records so disable the other top level data sources.
for (i = 1; i <= _query.childDataSourceCount(); i++)
{
qbds = _query.childDataSourceNo(i);
if (qbds.table() != tableNum(GeneralJournalAccountEntry))
{
qbds.enabled(false);
}
}
// Ranges or filters exist, so the GeneralJournalAccountEntry records to process must
// be looped over individually. Group by RecId and include other
// fields that are in the select list to populate the trans list.
qbdsGJAE = _query.dataSourceTable(tableNum(GeneralJournalAccountEntry));
// Filter to the current date range
qbdsGJE = qbdsGJAE.addDataSource(tableNum(GeneralJournalEntry));
qbdsGJE.fetchMode(QueryFetchMode::One2One);
qbdsGJE.joinMode(JoinMode::InnerJoin);
qbdsGJE.addLink(fieldNum(GeneralJournalAccountEntry, GeneralJournalEntry), fieldNum(GeneralJournalEntry, RecId));
qbdsGJE.addRange(fieldNum(GeneralJournalEntry, AccountingDate)).value(SysQuery::range(periodStartDate, _endDate, true));
qbdsGJE.addRange(fieldNum(GeneralJournalEntry, Ledger)).value(queryValue(Ledger::current()));
// Get the fiscal period type
qbdsFCP = qbdsGJE.addDataSource(tableNum(FiscalCalendarPeriod));
qbdsFCP.fetchMode(QueryFetchMode::One2One);
qbdsFCP.joinMode(JoinMode::InnerJoin);
qbdsFCP.addLink(fieldNum(GeneralJournalEntry, FiscalCalendarPeriod), fieldnum(FiscalCalendarPeriod, RecId));
// Get the company
qbdsLedger = qbdsGJE.addDataSource(tableNum(Ledger));
qbdsLedger.fetchMode(QueryFetchMode::One2One);
qbdsLedger.joinMode(JoinMode::InnerJoin);
qbdsLedger.addSelectionField(fieldNum(Ledger, PrimaryForLegalEntity));
qbdsLedger.addLink(fieldNum(GeneralJournalEntry, Ledger), fieldnum(Ledger, RecId));
qbdsCompanyInfo = qbdsLedger.addDataSource(tableNum(CompanyInfo));
qbdsCompanyInfo.fetchMode(QueryFetchMode::One2One);
qbdsCompanyInfo.joinMode(JoinMode::InnerJoin);
qbdsCompanyInfo.addSelectionField(fieldNum(CompanyInfo, DataArea));
qbdsCompanyInfo.addLink(fieldNum(Ledger, PrimaryForLegalEntity), fieldnum(CompanyInfo, RecId));
// Filter out closing transactions if necessary
if (!_includeClosing)
{
qbdsFCP.addRange(fieldNum(FiscalCalendarPeriod, Type)).value(SysQuery::valueNot(FiscalPeriodType::Closing));
}
// Group by GeneralJournalAccountEntry.RecId to prevent the cardinality of the result set from increasing
// due to other data sources added by the user in the SysQuery form
qbdsGJAE.addGroupByField(fieldNum(GeneralJournalAccountEntry, RecId));
qbdsGJAE.addGroupByField(fieldNum(GeneralJournalAccountEntry, GeneralJournalEntry));
qbdsGJAE.addGroupByField(fieldNum(GeneralJournalAccountEntry, LedgerDimension));
qbdsGJAE.addGroupByField(fieldNum(GeneralJournalAccountEntry, Text));
qbdsGJAE.addGroupByField(fieldNum(GeneralJournalAccountEntry, TransactionCurrencyCode));
qbdsGJAE.addGroupByField(fieldNum(GeneralJournalAccountEntry, PostingType));
qbdsGJE.addGroupByField(fieldNum(GeneralJournalEntry, AccountingDate));
qbdsGJE.addGroupByField(fieldNum(GeneralJournalEntry, PostingLayer));
qbdsFCP.addGroupByField(fieldNum(FiscalCalendarPeriod, Type));
// SEFA.DUM:
//-->
qbdsGJE.addGroupByField(fieldNum(GeneralJournalEntry, DocumentDate));
//<--
// Fill the staging table with the set of GJAE records to process
new SkipAOSValidationPermission().assert();
recordInsertList = new RecordInsertList(tableNum(LedgerTransStatementStagingTmp), true, true, true, true, true, _ledgerTransStatementTmp);
queryRun = new queryRun(_query);
while (queryRun.next())
{
_ledgerTransStatementTmp.clear();
generalJournalAccountEntry = queryRun.get(tableNum(GeneralJournalAccountEntry)) as GeneralJournalAccountEntry;
_ledgerTransStatementTmp.GeneralJournalAccountEntry = generalJournalAccountEntry.RecId;
_ledgerTransStatementTmp.GeneralJournalEntry = generalJournalAccountEntry.GeneralJournalEntry;
_ledgerTransStatementTmp.LedgerDimension = generalJournalAccountEntry.LedgerDimension;
_ledgerTransStatementTmp.TransTxt = generalJournalAccountEntry.Text;
_ledgerTransStatementTmp.CurrencyCode = generalJournalAccountEntry.TransactionCurrencyCode;
_ledgerTransStatementTmp.LedgerPostingType = generalJournalAccountEntry.PostingType;
generalJournalEntry = queryRun.get(tableNum(GeneralJournalEntry)) as GeneralJournalEntry;
_ledgerTransStatementTmp.TransDate = generalJournalEntry.AccountingDate;
_ledgerTransStatementTmp.PostingLayer = generalJournalEntry.PostingLayer;
// SEFA.DUM:
//-->
_ledgerTransStatementTmp.LcwDocumentDate = generalJournalEntry.DocumentDate;
//<--
fiscalCalendarPeriod = queryRun.get(tableNum(FiscalCalendarPeriod)) as FiscalCalendarPeriod;
_ledgerTransStatementTmp.PeriodCode = fiscalCalendarPeriod.Type;
if (_includeOpening && _ledgerTransStatementTmp.PeriodCode == FiscalPeriodType::Opening && _startDate == periodStartDate)
{
// Special case if this is an opening transaction and the date range includes the period start date and
// includeOpeningTransactions is selected, then the opening transactions should be treated like normal
// operating transactions to include them in the list of transactions
_ledgerTransStatementTmp.PeriodCode = FiscalPeriodType::Operating;
}
else if (generalJournalEntry.AccountingDate < _startDate)
{
// Other special case where start date of the report is after the start of the period, so operating
// transactions should be treated as opening to include them in the opening balance
_ledgerTransStatementTmp.PeriodCode = FiscalPeriodType::Opening;
}
companyInfo = queryRun.get(tableNum(CompanyInfo)) as CompanyInfo;
_ledgerTransStatementTmp.GeneralJournalEntryDataArea = companyInfo.DataArea;
recordInsertList.add(_ledgerTransStatementTmp);
}
recordInsertList.insertDatabase();
CodeAccessPermission::revertAssert();
// Re-enable the data sources
for (i = 1; i <= _query.childDataSourceCount(); i++)
{
qbds = _query.childDataSourceNo(i);
if (qbds.table() != tableNum(GeneralJournalAccountEntry))
{
qbds.enabled(true);
}
}
}
else
{
// No filters or ranges were added, so instead populate the table with a simple set-based insert
// optionally including closing transactions if required
if (_includeClosing)
{
insert_recordset _ledgerTransStatementTmp
(GeneralJournalAccountEntry,
GeneralJournalEntry,
LedgerDimension,
LedgerPostingType,
TransTxt,
CurrencyCode,
TransDate,
PostingLayer,
//Sefa
LcwDocumentDate,
//--<
GeneralJournalEntryDataArea,
PeriodCode)
select
RecId,
GeneralJournalEntry,
LedgerDimension,
PostingType,
Text,
TransactionCurrencyCode
from generalJournalAccountEntry
join
AccountingDate,
PostingLayer,
//Lcw SEFA:DUM:
DocumentDate,
//--<
from generalJournalEntry
where generalJournalEntry.RecId == generalJournalAccountEntry.GeneralJournalEntry
&& generalJournalEntry.AccountingDate >= _startDate
&& generalJournalEntry.AccountingDate <= _endDate
&& generalJournalEntry.Ledger == Ledger::current()
join ledger
where ledger.RecId == generalJournalEntry.Ledger
join DataArea from companyInfo
where companyInfo.RecId == ledger.PrimaryForLegalEntity
join Type from fiscalCalendarPeriod
where fiscalCalendarPeriod.RecId == generalJournalEntry.FiscalCalendarPeriod;
}
else
{
insert_recordset _ledgerTransStatementTmp
(GeneralJournalAccountEntry,
GeneralJournalEntry,
LedgerDimension,
LedgerPostingType,
TransTxt,
CurrencyCode,
TransDate,
PostingLayer,
//LCW Sefa
LcwDocumentDate,
//--<
GeneralJournalEntryDataArea,
PeriodCode)
select
RecId,
GeneralJournalEntry,
LedgerDimension,
PostingType,
Text,
TransactionCurrencyCode
from generalJournalAccountEntry
join AccountingDate,
PostingLayer,
//Lcw SEFA:DUM:
DocumentDate,
//--<
from generalJournalEntry
where generalJournalEntry.RecId == generalJournalAccountEntry.GeneralJournalEntry
&& generalJournalEntry.AccountingDate >= _startDate
&& generalJournalEntry.AccountingDate <= _endDate
&& generalJournalEntry.Ledger == Ledger::current()
join ledger
where ledger.RecId == generalJournalEntry.Ledger
join DataArea from companyInfo
where companyInfo.RecId == ledger.PrimaryForLegalEntity
join Type from fiscalCalendarPeriod
where fiscalCalendarPeriod.RecId == generalJournalEntry.FiscalCalendarPeriod
&& fiscalCalendarPeriod.Type != FiscalPeriodType::Closing;
}
// Update for the special case of opening transactions being included in the date range and includeOpening being specified
// so those transactions should be treated as regular operating transactions
if (_includeOpening && periodStartDate == _startDate)
{
update_recordSet _ledgerTransStatementTmp setting
PeriodCode = FiscalPeriodType::Operating
where _ledgerTransStatementTmp.PeriodCode == FiscalPeriodType::Opening;
}
// Add any additional operating transactions between the period opening and the start of the report and treat them as
// opening transactions so that opening + operating == current balance
if (_startDate > periodStartDate)
{
insert_recordset _ledgerTransStatementTmp
(LedgerDimension, TransDate, PostingLayer, PeriodCode,
AmountCredit, TransactionCurrencyAmountCredit, PreviousCreditTotal,
AmountDebit, TransactionCurrencyAmountDebit, PreviousDebitTotal, GeneralJournalEntryDataArea)
select FocusLedgerDimension, minOf(AccountingDate), PostingLayer, opening,
sum(CreditAccountingCurrencyAmount), sum(CreditAccountingCurrencyAmount), sum(CreditAccountingCurrencyAmount),
sum(DebitAccountingCurrencyAmount), sum(DebitAccountingCurrencyAmount), sum(DebitAccountingCurrencyAmount) from dimensionFocusBalance
group by FocusLedgerDimension, PostingLayer
where dimensionFocusBalance.AccountingDate >= periodStartDate &&
dimensionFocusBalance.AccountingDate < _startDate &&
dimensionFocusBalance.Ledger == Ledger::current() &&
(dimensionFocusBalance.FiscalCalendarPeriodType == FiscalPeriodType::Opening ||
dimensionFocusBalance.FiscalCalendarPeriodType == FiscalPeriodType::Operating) &&
dimensionFocusBalance.FocusDimensionHierarchy ==
DimensionHierarchy::findByTypeAndName(DimensionHierarchyType::Focus, _dimensionFocusName).RecId
join ledger
where ledger.RecId == dimensionFocusBalance.Ledger
join DataArea from companyInfo
group by DataArea
where companyInfo.RecId == ledger.PrimaryForLegalEntity;
update_recordSet _ledgerTransStatementTmp
setting AmountCredit = _ledgerTransStatementTmp.AmountCredit * -1,
TransactionCurrencyAmountCredit = _ledgerTransStatementTmp.TransactionCurrencyAmountCredit * -1,
PreviousCreditTotal = _ledgerTransStatementTmp.PreviousCreditTotal * -1
where _ledgerTransStatementTmp.GeneralJournalAccountEntry == 0;
}
}
// Include revenue/expense posting entry(s) associated with intercompany tax postings
if (_includeIntercompanyTaxVoucher)
{
insert_recordset localLedgerTransStatmentTmp
(GeneralJournalAccountEntry,
GeneralJournalEntry,
LedgerDimension,
LedgerPostingType,
TransTxt,
CurrencyCode,
TransDate,
PostingLayer,
//LCW Sefa
LcwDocumentDate,
//--<
PeriodCode,
GeneralJournalEntryDataArea)
select _ledgerTransStatementTmp
where _ledgerTransStatementTmp.LedgerPostingType == LedgerPostingType::Tax
join taxTransGeneralJournalAccountEntryForTax
where taxTransGeneralJournalAccountEntryForTax.GeneralJournalAccountEntry == _ledgerTransStatementTmp.GeneralJournalAccountEntry &&
taxTransGeneralJournalAccountEntryForTax.TaxTransRelationship == TaxTransRelationshipType::Tax
join taxTrans
where taxTrans.RecId == taxTransGeneralJournalAccountEntryForTax.TaxTrans &&
taxTrans.TaxObligationCompany == TaxObligationCompany::Source
join taxTransGeneralJournalAccountEntryForVoucher
where taxTransGeneralJournalAccountEntryForVoucher.TaxTrans == taxTrans.RecId &&
taxTransGeneralJournalAccountEntryForVoucher.TaxTransRelationship == TaxTransRelationshipType::TransactionLineAccount
join RecId, GeneralJournalEntry, LedgerDimension, PostingType, Text, TransactionCurrencyCode
from generalJournalAccountEntry
where generalJournalAccountEntry.RecId == taxTransGeneralJournalAccountEntryForVoucher.GeneralJournalAccountEntry
join AccountingDate, PostingLayer,
//Lcw SEFA:DUM:
DocumentDate,
//--<
from generalJournalEntry
where generalJournalEntry.RecId == generalJournalAccountEntry.GeneralJournalEntry
join Type
from fiscalCalendarPeriod
where fiscalCalendarPeriod.RecId == generalJournalEntry.FiscalCalendarPeriod &&
fiscalCalendarPeriod.Type != FiscalPeriodType::Closing
join ledger
where ledger.RecId == generalJournalEntry.Ledger
join DataArea
from companyInfo
where companyInfo.RecId == ledger.PrimaryForLegalEntity &&
companyInfo.DataArea != taxTrans.dataAreaId; // ignore entries from the same company as they will already be included
// Identify revenue/expense posting entry(s) associated with intercompany tax postings opening balance transactions
if (_startDate > periodStartDate)
{
update_recordSet localLedgerTransStatmentTmp setting
PeriodCode = opening
where localLedgerTransStatmentTmp.GeneralJournalEntryDataArea != taxTrans.dataAreaId &&
localLedgerTransStatmentTmp.TransDate < _startDate;
}
}
// Fill in the credit amount
update_recordSet _ledgerTransStatementTmp setting
AmountCredit = generalJournalAccountEntry.AccountingCurrencyAmount * -1,
PreviousCreditTotal = generalJournalAccountEntry.AccountingCurrencyAmount * -1,
TransactionCurrencyAmountCredit = generalJournalAccountEntry.TransactionCurrencyAmount * -1
join generalJournalAccountEntry where
generalJournalAccountEntry.RecId == _ledgerTransStatementTmp.GeneralJournalAccountEntry &&
generalJournalAccountEntry.IsCredit == true;
// Fill in the debit amount
update_recordSet _ledgerTransStatementTmp setting
AmountDebit = generalJournalAccountEntry.AccountingCurrencyAmount,
PreviousDebitTotal = generalJournalAccountEntry.AccountingCurrencyAmount,
TransactionCurrencyAmountDebit = generalJournalAccountEntry.TransactionCurrencyAmount
join generalJournalAccountEntry where
generalJournalAccountEntry.RecId == _ledgerTransStatementTmp.GeneralJournalAccountEntry &&
generalJournalAccountEntry.IsCredit == false;
// Fill in the summation
update_recordSet _ledgerTransStatementTmp setting
AccumulatedMST = _ledgerTransStatementTmp.AmountDebit - _ledgerTransStatementTmp.AmountCredit,
AmountMSTDebCred = _ledgerTransStatementTmp.AmountDebit - _ledgerTransStatementTmp.AmountCredit;
// Fill in voucher information
update_recordSet _ledgerTransStatementTmp setting
Voucher = subledgerVoucherGeneralJournalEntry.Voucher
join subledgerVoucherGeneralJournalEntry
where subledgerVoucherGeneralJournalEntry.GeneralJournalEntry == _ledgerTransStatementTmp.GeneralJournalEntry
notExists join subledgerVoucherGeneralJournalEntry2
// Only fill in voucher if summarization didn't happen
where subledgerVoucherGeneralJournalEntry2.GeneralJournalEntry == _ledgerTransStatementTmp.GeneralJournalEntry
&& subledgerVoucherGeneralJournalEntry2.RecId != subledgerVoucherGeneralJournalEntry.RecId;
// Fill in the voucher information for summarized records
update_recordSet _ledgerTransStatementTmp setting
Voucher = "@SYS342661" // This label is the text "Summarized"
where _ledgerTransStatementTmp.Voucher == '';
}
After that modify copyToReportTable method in LedgerTransStatementDP as below:
private void copyToReportTable(LedgerTransStatementStagingTmp _ledgerTransStmtStagingTmp)
{
NoYes isFinalTrue = NoYes::Yes;
insert_recordset ledgerTransStatementTmp
(
MainFocusValue,
MainFocusName,
MainFocusDescription,
PeriodCode,
TransDate,
Voucher,
AmountDebit,
AmountCredit,
AccumulatedMST,
AmountCur,
TransactionCurrencyAmountDebit,
TransactionCurrencyAmountCredit,
AmountMSTDebCred,
CurrencyCode,
GeneralJournalAccountEntry,
GeneralJournalEntry,
GeneralJournalEntryDataArea,
PreviousCreditTotal,
PreviousDebitTotal,
Reversed,
SecondaryFocus,
SecondaryFocusName,
TaxAmount,
TaxCode,
TraceNum,
TransTxt,
OffsetAccount,
IsFinalRecord,
BudgetModelId,
LedgerPostingType,
RecordType,
BudgetTransactionStatus,
IsEndingBalance,
GroupRowNum,
//Sefa
LcwDocumentDate,
//--<
)
select
MainFocusValue,
MainFocusName,
MainFocusDescription,
PeriodCode,
TransDate,
Voucher,
AmountDebit,
AmountCredit,
AccumulatedMST,
AmountCur,
TransactionCurrencyAmountDebit,
TransactionCurrencyAmountCredit,
AmountMSTDebCred,
CurrencyCode,
GeneralJournalAccountEntry,
GeneralJournalEntry,
GeneralJournalEntryDataArea,
PreviousCreditTotal,
PreviousDebitTotal,
Reversed,
SecondaryFocus,
SecondaryFocusName,
TaxAmount,
TaxCode,
TraceNum,
TransTxt,
OffsetAccount,
isFinalTrue,
BudgetModelId,
LedgerPostingType,
RecordType,
BudgetTransactionStatus,
IsEndingBalance,
GroupRowNum,
//Sefa
LcwDocumentDate,
//--<
from _ledgerTransStmtStagingTmp
// Re-order the records since the report prints in recid order and the opening transactions were calculated
// after some initial operating records were created
order by MainFocusValue, IsEndingBalance, SecondaryFocus, GeneralJournalEntryDataArea, PeriodCode, RecordType, TransDate, Voucher, TaxCode;
}
Can anyone just let me know how to add the customized field into the standard ledgerstatement report in ax 2012.
how to put code in LedgerTransStatementDP classs to get posted date time.
i want to get and show posted date time field for every row in the report.
Date Voucher Description Amount Posted Date time
8/6/2015 InvoiveV-000000011 Vendor invoice 120,000.00 ?????????????
Hi Pola,
As far as I know, there is not a stoppin transactions in a warehouse functionality out of the box. You can do customization for this purpose.
For instance add a new NoYesId field to InventLocation tabla named "IsActive". And then customize InventMovement class which is run before every physical transactions.
Add an if statement that checks InventLocation.SdIsActive field in checkUpdatePhysical() method. And do checkFailed if the warehouse is not active.
Best regards,
Sefa
Hi All,
i was useing some of warehouses and i didn't work with locations,
now i need to stop doing any transaction on those warehouses,
what shall i do !
your response is highly appreciated,
Thanks,
Hi Kamran,
unfortunately I don't have experience in retail stores, but you can test changing the names of these databases one by one, checking that the system works after each step. You just need to find out where the pointer to each db name is maintained in AX.
One possibility is that the other user is connecting with a wrong client version. I have seen cases where only one record is shown on all grids if a wrong client kernel version (older than AOS kernel version) was used. You could open the About AX 2012 window for both of these clients and compare the kernel version. Is there a difference?
Also, are they connecting to the same AOS and same company? Do they have personalization on forms? What about other forms than sales orders (customers, purchase orders...), are there any differences in what they see?