Dynamics AX 2012 R3 Change inventory dimension label size, color, style

Changing – Inventory dimension label ‘Color’ label to ‘Length;

Document generation for Task Recorder

Recorded by:	Chandra
Recorded date:	22/5/2014
Document created:	22/5/2014
Task notes:

1. Click Area Page node: Product information management -> Setup -> Dimension groups -> Product dimension groups.

Form name: Product dimension groups

Select one of the existing record (for this sample size and color) then high light “Color”  then click rename button

 

2. Click the Rename button.

Form name: Microsoft Dynamics AX

3. Change Text from ‘Color’ to 'Length’.

 4. Click OK and there you go.

Learning Microsoft Dynamics AX 2012 R3 Warehouse Management and Transport Management Resource (for Partner)

To embrace my new project with handheld device, I need to learn the new module Warehouse management WAX which as standard feature for mobile device.

I would like to share some useful steps/link if you just get started with R3.

1. You can download Microsoft Dynamics AX 2012 Solution Demos here 
2. I recommend to use dual OS approach if you have limited laptop/PC RAM/CPU. see detail here
3. Since R3 is could ready, you can sign up Azure account and deploy your R3 there. Try it and get free 200 USD/1 month credit for trial. This is what our company evaluate as well now to give option and benefit to your potential and existing customer. Here is great blog step by step to setup R3 on Azure in 15 minutes. Click here
4. And finally you can go to following link to get some learning material to get started for two new modules. You can jump to below list since it will give you high level understanding in 1 hour.

• Main tutorial link
• Microsoft Dynamics AX 2012 R3 Warehouse Management Hands On Lab 1​
  Microsoft Dynamics AX 2012 R3 Warehouse Management Hands On Lab 2​
  Microsoft Dynamics AX 2012 R3 Warehouse Management Hands On Lab 3
  Microsoft Dynamics AX 2012 R3 Warehouse Management Hands On Lab 4
  Microsoft Dynamics AX 2012 R3 WMSTMS Workshop – Accessorial Charges Setup
  Microsoft Dynamics AX 2012 R3 WMSTMS Workshop – Carrier Setup​
  Microsoft Dynamics AX 2012 R3 WMSTMS Workshop – Freight Reconciliation​
  Microsoft Dynamics AX 2012 R3 WMSTMS Workshop – Inbound and Outbound Planning

AX 2012 R2 CU7 Sample India TDS Setup for 194C Contract for company with threshold and accumulative

In this example following is real scenario to setup TDS 194C for contract (company) in year 2014:

• If PAN status is "not available" or "not received" yet then the TDS rate is 20% . See sample A below.
• If PAN status is "Received" then
• If single invoice more than 30,000 Rs then TDS rate is 2% . See sample B below.
• If single invoice less than 30,000 Rs then calculate cumulative invoice amount within current fiscal year for the vendor. 
• If cumulative is  <=75,000 Rs per annum then TDS rate is 0%. See sample C below.
• If cumulative is > 75,000 Rs per annum then TDS rate is 2%. Note the first invoice which make the cumulative reach threshold of 75K, will recalculate TDS for previous non-taxed invoices. (See sample D below)

Sample A:

Vendor AXE000A,PAN information status is "Not available".
8 Jan 2014 there is invoice INV001 1000 Rs. So the rate for TDS should be 20% * 700 = 140 Rs.

Sample B:

Vendor AXE000B, PAN information status is "Received".
8 Jan 2014 Invoice# INV002, amount 32,000.00 Rs. TDS tax amount = 2% * 32,000 = 640 Rs

Sample C & D:

Vendor AXE0001, PAN information status is "Received".
1st Jan 2014 Invoice# INV003, amount 10,000.00 Rs. TDS tax amount = 0% * 10,000 = 0        Rs (10K p.a.)
2nd Jan 2014 Invoice# INV004, amount 20,000.00 Rs. TDS tax amount = 0% * 20,000 = 0        Rs.(30K p.a.)
3rd Jan 2014 Invoice# INV005, amount 25,000.00 Rs. TDS tax amount = 0% * 25,000 = 0        Rs.(55K p.a.)
4th Jan 2014 Invoice# INV006, amount 25,000.00 Rs. TDS tax amount = 2% * 80,000 = 1600     Rs (80K p.a.)
5th Jan 2014 Invoice# INV007, amount 20,000,00 Rs. TDS tax amount = 2% * 20,000 =  400     Rs (100 p.a.)

TDS Setup for 194C Contract Company step by step :

If you don't understand this steps, refer to following msdn:

http://technet.microsoft.com/en-us/library/dn527712.aspx

1. GL parameter>Activate TDS

2. GL>set up>Withholding tax>India>Withholding tax component group

3. GL>set up>Withholding tax>India>Withholding tax component

4. GL>set up>Witholding tax code

4.1 GL>Set up>Threshold definition

Create structure like below for 2014.

4.2. GL>Set up>Withholding tax code>>Threshold reference button>>Designer button.

5. GL>Set up>Withholding tax group

5.1 GL> Set up >Withholding tax group>>Designer button

6. AP>All vendor>>Invoice and delivery tab>>Tick calculate TDS and TDS group.

Any question?

Didn't manage to have correct value?

Having problem with setting up concession tax?

Email me and i would love to help.

India Localization for Dynamics AX 2012 R2 CU7 Withholding Tax TDS Threshold not calculated correctly

Symptoms:

1. To generate Withholding  Tax in general journal line, then you have already key in the withholding tax group (set as TDS type and within the withholding tax set "Apply threshold" to "True" with the threshold reference being set up).
   
2. But when click "Withholding tax" button in the journal line, there is no withholding records being created/calculated.

Issue:
There is "hidden" setup for tax value data which for my case i need to spent 2 days debugging to resolve this issue.
You must fill in this setup at the leaf node of your threshold designer screen.

The table name is Taxvaluedata_IN.

Resolution:

Just go to designer from Withhold profile. Follow exact step on following picture:

Cheers.

Ledger Exchange adjustment Not calculated correctly

I would like to share a problem with dynamics AX exchange adjustment function.

Symptoms:
1. You run exchange adjustment in December period (any year)
2. But the result your ledger balance in company currency (MST) / Ledger balance in transaction currency is not equal to the December end exchange rate

Problem:
There is closing transaction exist for the year. Turn out the user run the year end closing (GL>Periodic>Fiscal year close>Opening transaction) prior the exchange adjustment in december  period.

Solutions:
1. Cancel the opening transactions : GL>Periodic>fiscal year close>Opening transaction and set "Balance accounts" to "Reset"

2. Rerun exchange adjustment
3. Rerun the opening transaction, this time choose per normal parameter "Balance accounts" set to "Closing>Opening"

Hope it helps :)

Cheers.

Copy user groups from one user to another X++

Hi All,

Below job can be used to copy user groups from one user to another.

Relevant for AX 2009, AX 4.0 and Axapta 3.0

static void AXEcopyUserGroup(Args _args)
{
    usergrouplist usergrouplist,ins;
    userid src,dest;
    dialogfield srcdf,destdf;
    dialog dialog;
    ;
    dialog = new dialog("copying user's user groups");
    srcdf = dialog.addField(typeid(userid),"Source");
    destdf = dialog.addField(typeid(userid),"Destination");
    

    
    if(dialog.run())
    {
        src = srcdf.value();
        dest = destdf.value();
        if(src!="" && dest !="")
        {
            ttsbegin;
            while select * from usergrouplist
            where usergrouplist.userId == dest
            {
                info(strfmt("Before update: '%1'-'%2'",usergrouplist.userid,usergrouplist.groupId));
            }
            
            info("Deleting user groups from destination user");
            delete_from usergrouplist
                where  usergrouplist.userId == dest;
                
                
            info("Copying user groups to destination user");
            while select * from usergrouplist
            where usergrouplist.userId == src
            {
                info(strfmt("source user: '%1'-'%2'",usergrouplist.userid,usergrouplist.groupId));
                ins.clear();
                ins.data(usergrouplist);
                ins.UserId = dest;
                ins.insert();
            }
            ttscommit;
            info("User groups has been copied!");
        }
    }
    else
    {
        info("Canceled by user");
    }
    
   
}

Optimizing performance Microsoft Dynamics AX 2012 R2 Solution Demos Virtual Machine VM on your laptop

Update: Microsoft Dynamics AX 2012 R3 was released on May 2014. You might want to have it on your laptop instead of AX 2012 R2. Read the newest guide here (with full screenshot):
http://daxetlbi.blogspot.sg/2014/09/optimize-ax-2013-r3-virtual-machine.html


Usually people use use Virtual Box, VM ware or Hyper-V for the purpose of exploring new function of AX 2012 or preparing for pre-sales activity to prospect.

I found those method are not effective since you may only have limited resource on the laptop.
You may want to remote to your server at office but don't rely on prospect's internet access or your mobile 3G/4G connection to remote to your office. You don't want to take a risk for this.

Here is a simple method that you can do it in  30 minutes (excluding downloading the VHD from Partner source).
Yes, you hear me correctly 30 minutes.



This method use the feature to attach VHD to your disc management and create bootup file.

System specification that i use:

1. Existing windows 7 ( i believe it should work for windows 8 too)
2. SSD 1 GB
3. RAM 16 GB
4. i7 CPU, 2.3 Ghz

1. Step 1. Download the VHD image from the partner source here (https://mbs.microsoft.com/customersource/downloads/servicepacks/AX2012DemoToolsMaterials.htm) .
   If you already have on your disk skip this step and use it instead. You can use also existing vhd that has been used by VirtualBox Vmware or HyperV.
   
2. Setup dual booting of windows 7  and Windows server 2012 (use VHD from step 1)
   
   Follow the step on this great blog: http://blogs.technet.com/b/blainbar/archive/2012/09/25/step-by-step-4-ways-to-dual-boot-microsoft-windows-8-and-windows-server-2012-with-or-without-windows-7.aspx
   
   There are 4 articles there, make sure you just pick up the first tutorial
   1. Dual Boot to Windows 8 or Windows Server 2012 from within the Windows 7 Operating System using an existing .VHD
   Once reached the step number 8, you can have dual OS, Windows 7 and Windows server 2012 with the AX 2012 demo solution inside.
   You can still access your drive in the windows 7 from the windows 2012 so not to worry to copy your data over.
   
   At this point you can use AX 2012 demo VM at full resource of my laptop (16 GB RAM, i7 CPU). Cool isn't it.
3. Optional - Wireless LAN feature setup. By default you don't have Wifi manager in the new server. You can go to the windows feature to activate the wifi lan manager then restart.
4.  Role Center and Enterprise portal. You can edit the host file as usual. Go to C:\Windows\System32\drivers\etc\hosts and open up with notepad.
   And just add two lines below:
   127.0.0.1 dynamicsax.contoso.com
   127.0.0.1 sharepoint
   Basically this is to intercept DNS to point the website back to local host.
   Go to your IIS Manager then open up site>dynamics AX and on the right side click "Edit binding" then change the ip address to 127.0.0.1 as well.

Chandra W. Setiawan
Freelance Dynamics AX Consultant