Unit Conversion in AX

Use Unit Conversion Form to convert units for a particular item number in the Items form. For example, you can convert units when large volumes of raw materials are purchased and you need units that can be used in production. Example: 1 Bag of raw material = 100 Kgs.


Click Basic > Setup > Units > Units.

Click Setup > Unit conversion.

Select the relevant item number from the Item number list.

The inventory unit to be converted from is inserted automatically in the From unit field.

In the Factor field, specify the conversion factor and any quantity added upon conversion.

In the To unit field, specify the inventory unit you want to convert to.

In the Round off field, select a rounding method for the To unit.

The current conversion formula is always displayed at the bottom of the screen.

Close the form and you can then choose the alternative unit for the item in the Item form.

Microsoft Dynamics snap-in applications for Dynamics AX 2009

Use Microsoft Dynamics snap-in applications to interact with Microsoft Dynamics information from Microsoft Office.
Currently Six applications are available which are listed below:

1. Business Data Lookup - insert Microsoft Dynamics AX data into a Microsoft Office Word document, Excel spreadsheet or Outlook email
2. Custom Report Generator - extract, view and analyze data residing in Microsoft Dynamics AX as neatly formatted reports within Microsoft Office Excel.
3. Timesheet management - use Outlook Calendar entries to submit timesheets without logging into Microsoft Dynamics AX directly
4. Vacation Management - use Outlook Calendar to submit vacation requests without logging into Microsoft Dynamics AX directly
5. Expense Management - create, submit and approve or reject expense reports in Microsoft Office SharePoint, without logging into Microsoft Dynamics AX directly
6. Customer Journal - take an offline Microsoft Office InfoPath record of all pertinent customer information, work offline and synchronize the changes in the Microsoft Dynamics AX system

Download Microsoft Dynamics Snap-in Application for Dynamics Ax 2009 here.
Download Brochure for Dynamics Snap-in Applications here.
Download White Paper on Microsoft Dynamics Office Integration here.

White paper on Cost Management in Microsoft Dynamics AX 2009

I liked the White paper on Cost Management in Microsoft Dynamics AX 2009. Highlights are the diagrams and examples used to explain different inventory models - Simple and easy to understand. Appendices are very handy.

Integrating Axapta with Microsoft Outlook

In Microsoft Dynamics AX 4.0, you can set up the Microsoft Office Outlook Integration to integrate contacts, tasks and appointments between Microsoft Dynamics AX and Microsoft Office Outlook.

To set up the Microsoft Office Outlook Integration to integrate contacts, tasks and appointments between Microsoft Dynamics AX and Microsoft Office Outlook, follow these steps:

1. View the e-mail account setting in Control Panel, follow these steps:

a. Click Start, click Control Panel, and then click Mail.

b. In the Mail Setup – Outlook dialog box, click E-mail Accounts.

Note If the profile is not set for the desired user, click Show profiles, change to use the correct profile, click Properties, and then click E-mail Accounts.

c. Click to select the View or change existing e-mail accounts option, and then click Next.

d. Click Change.

e. In the E-mail Accounts dialog box, note the user name in the User Name field, and then note the value in the E-mail Address field.

2. Verify that all information on the Microsoft Office Outlook tab is correct in the Employee dialog box. To do this, follow these steps:

a. Click Administration, and then click Users.

b. In the User dialog box, click a user, and then click User relations.

c. On the General tab, select the employee record that you try to integrate with the current user in Microsoft Dynamics AX in the Employee field.

d. Click Human Resources, click Employee, and then click the record that you selected in step 2c.

e. In the Employee dialog box, click the Contact information tab, and then specify the correct e-mail account information in the E-mail field. This information should match the value in the E-mail Address field in step 1e.

f. Click the Microsoft Office Outlook tab, and then view the information. You may notice that not all information is specified.

Note In this step, you must verify that the "Microsoft Office Outlook user Identification" setting matches the user name in the User Name field in step 1e. This will make sure that you can synchronize Microsoft Dynamics AX and the Outlook client on the computer.

3. Run the Use current Microsoft Office Outlook profile function to set the program to use the current Outlook profile. To do this, click Function, and then click Use current Microsoft Office Outlook profile.

4. Follow these steps to synchronize contacts, tasks and appointments between Microsoft Dynamics AX and Outlook:

a. Run the Pick contact Microsoft Office Outlook folder function.

b. Run the Pick task Microsoft Office Outlook folder function.

c. Run the Pick appointment Outlook folder function.

5. Click Save.

Setting up bar code in AX 2009

Many companies use barcodes for different purposes like:
Tagging Items – To identify items
Tagging pallets – To identify pallets
Tagging locations – To identify locations
Microsoft Dynamics Axapta 2009 supports use of bar codes which can be setup using very simple steps. T his article contains two main setups:
STEP 1: The first step is to set up the bar code to be used using AX Barcode setup form.
STEP 2: The second step is to associate the bar code with the item
STEP 1: Set up the bar code to be used using AX Barcode setup form.
1. From Dynamics AX client navigate to:
Basic > Setup > Bar code setup
2. On the overview tab, Click New and enter details:
3. In the General Tab enter Minimum and Maximum length.
Bar code setup
Type the name of the bar code.
Description
Enter a description of the bar code.
Bar code type
Select the bar code type from the list.
Font
Select a font for the bar code from the list of available fonts installed in Microsoft Windows.
Size
Specify the font size of the bar code.
Minimum length
Specify the minimum length allowed for the bar code.
Maximum length
Specify the maximum length allowed for the bar code.

STEP 2: Associate the bar code with the item
1. From Dynamics AX 2009 Client navigate to:
Inventory management > Items > Setup button > Bar codes
Use this form to set up multiple bar codes for each item, in addition to setting up bar codes according to item configurations and dimensions. Bar codes identify items and register inventory information.
For example, you can set up bar codes for each color of an item, and then for every sale you register the item and the item color. In this way, you know the number of items on stock by color.
Tabs
Overview tab
Get an overview of the bar codes that are associated with an item. You can also create, modify, or delete the bar codes.
General tab
View specific information about an item and the bar code that is associated with it. The information is grouped into four areas, such as information about the Item, Bar code, Setup, and Item dimension. On the General tab, you can also create, delete, or modify a bar code.
Fields
Item number
This is a unique user-defined code that is assigned when items are created. It is recommended that special characters or spaces not be used in the item number.
Item numbers can be generated by the system by linking the item number to a Number sequences (form).
Configuration
Select an item configuration to specify an item with specific attributes.
Size
Specifies the size of the item.
Color
Specifies the color of the item.
Bar code setup
Select the bar code type that you would like to apply to the item.
Scanning
Used for scanning items with us.
To be printed
Used when printing.
Bar code
Bar code digits.
Dimension No.
Identification of dimensions for the item.
Quantity
Quantity in the inventory units of the item.
Description
Brief description of the transaction.
Warehouse
Enter the warehouse in which you store your items.
Batch number
Enter the batch number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment /Receive form, you can edit the batch number for the transfer order line.
Location
Location inside a warehouse. If you select Edit lines and Explode lines in the upper section of the Shipment /Receive form, you can edit the location number for the transfer order line.
Pallet ID
Unique ID for the pallet (Serial Shipping Container Code).
Serial number
Serial number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment/Receive form, you can edit the serial number for the transfer order line.
Inventory Button
Click Inventory > Dimensions display to select the inventory dimensions to appear in the Item - bar code form.

Setting advance filtering queries similar to other user in Axapta

Setting advance filtering queries for a particular user similar to another user is a normal requirement.

Example: Users Use Saved Advanced Filtering queries on the Item Details form to search for items. If the same queries are required by another users, a time consuming and cumbersome way is to manually set up these queries for each and every user.

How can we quickly copy the query parameters/criteria from one user to another user?

Use the code below:

Note: change the values of fromUserId and toUserId depending on the requirement.

static void CopyAdvanceFilterQueries(Args _args)

{

SysLastValue sysLastValue;

UserId fromUserId, toUserId;

;

fromUserId = "user1";

toUserId = "user2";

while select sysLastValue

where sysLastValue.recordType == UtilElementType::UserSetupQuery

&& sysLastValue.UserId == fromUserId

{

sysLastValue.UserId = toUserId;

sysLastValue.RecId = 0;

sysLastValue.insert();

}

}

KB Article for Issue with ‘Find Sales Order’ function

Microsoft released a KB article for issue with 'Find Sales Order' function

Access KB Article for KB968405 here

PartnerSource/CustomerSource Login required.

This issue is also discussed on AX Forum here

Customers can contact their partner or contact microsoft support directly for downloading this KB.