tag:blogger.com,1999:blog-87548019965910264172024-03-15T14:56:37.793+04:00Dynamics BloggerA Blog on Microsoft Dynamics AX, Dynamics365, Dynamics CRM, Dynamics NAV and GPJanakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comBlogger186125tag:blogger.com,1999:blog-8754801996591026417.post-38725050614189926832019-03-08T06:44:00.000+04:002019-03-08T06:50:46.314+04:00How to Enable and Disable Maintenance Mode in Dynamics 365 FOMaintenance mode in Dynamics 365 for Finance and Operations is required to be switched on for system administrators to make system changes that might affect system functionality. It is available for the safe use of the application.<br />
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Only those users with Maintenance mode user role and system administrators roles can sign into the application till the time the mode is turned off.<br />
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When the maintenance mode is switched off, there can't be changes made in certain areas of the system.<br />
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Maintenance mode is required for activities such as activating financial dimensions, creating departments/cost centres, account structure activation and other system related functions.<br />
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Enable and Disable Maintenance Mode </h2>
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The easy way to enable and disable maintenance mode is using SQL query the D365 FO on premises is installed. Previously, Lifecycle services (LCS) used to have such an option for configuring the maintenance mode. </div>
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Maintenance mode can be changed from enabled to disabled and vice verse. </div>
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Log in to AX SQL Server<br />
Run the following statement on AXDB database<br />
If you aren't aware what server is used for D365 for hosting SQL database, Go to Inquiry ==> Database for information on the server</div>
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<b>Enable Maintenance Mode</b></h3>
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Right-click the AXDB in SQL Server and run the following query on the database to activate the maintenance mode</div>
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<b>Update <span style="color: red;">SQLSYSTEMVARIABLES</span> Set SQLSYSTEMVARIABLES.VALUE =<span style="color: red;"> 1 </span>Where Parm = '<span style="color: red;">CONFIGURATIONMODE'</span></b></div>
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<b><span style="color: red;"><br /></span></b></div>
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<b>Disable Maintenance Mode</b></h3>
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Right-click the AXDB in SQL Server and run the following query on the database to turn off the maintenance mode</div>
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<b>Update <span style="color: red;">SQLSYSTEMVARIABLES</span> Set SQLSYSTEMVARIABLES.VALUE =<span style="color: red;"> 0 </span>Where Parm = '<span style="color: red;">CONFIGURATIONMODE'</span></b></div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi17Uk6f_qiDA12YQ3smE6Ja5cx_1CAGc0DVMonZw06a2V74YZkLMVFXdO89EZs-NOfxYUcrJnUUN0LsTNC9MsI9myAsR23ZztHiiLtmQaSd-UJs230h2Dygik5VP1IonTZz-NqiI3HkjiF/s1600/2019-03-08_6-32-39.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="208" data-original-width="825" height="160" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi17Uk6f_qiDA12YQ3smE6Ja5cx_1CAGc0DVMonZw06a2V74YZkLMVFXdO89EZs-NOfxYUcrJnUUN0LsTNC9MsI9myAsR23ZztHiiLtmQaSd-UJs230h2Dygik5VP1IonTZz-NqiI3HkjiF/s640/2019-03-08_6-32-39.jpg" width="640" /></a>
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Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-33447056266224546122018-11-21T00:12:00.000+04:002018-11-21T00:12:22.950+04:00Dynamics GP Fixed Assets GL Posting Batch Missing After Depreciation RunI got a call from a user who was seemingly worried about her monthly depreciation batch went missing from GL posting routine in the Dynamics GP Fixed Assets.<br />
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I quickly took her desktop on Teamviewer Quick support and understood the problem she is facing.<br />
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Let me explain the issue in detail before I tell you the solution.<br />
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<h2 style="text-align: center;">
Dynamics GP Fixed Assets GL Posting Issue</h2>
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<h3>
<b>Issue</b></h3>
The user ran the depreciation routine in Dynamics GP for November month through Dynamics GP | Financial | Routines | Depreciate All Assets.<br />
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Till here, all was good. She then proceeded to FA GL posting routine. Dynamics GP | Financial | Routines | GL Posting.<br />
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She could not find the batch in GL posting lookup. In other words, the monthly depreciation batch is not accessible for posting.<br />
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She then ran the depreciation process again and this time when she went to GL posting window and tried processing, the system threw an error message as below<br />
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<blockquote class="tr_bq">
<i><b>There are no transactions matching these restrictions. Modify your restrictions and process the batch again</b></i></blockquote>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjChp6ML1Z_RbPz2M7D2BhtVHznkHXGS_Dk2oFp9_eZ7r9XF9h_5Zwpyat_chDJgP79OKBx_L8ue5tx9ebBQFmeVguag1dZaRYe_qgk-CbQVcZp3ET4YwJZdcyHimr9m4kENvR5j3emTks_/s1600/FA+Issue.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Dynamics GP Fixed Assets Issue" border="0" data-original-height="290" data-original-width="734" height="126" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjChp6ML1Z_RbPz2M7D2BhtVHznkHXGS_Dk2oFp9_eZ7r9XF9h_5Zwpyat_chDJgP79OKBx_L8ue5tx9ebBQFmeVguag1dZaRYe_qgk-CbQVcZp3ET4YwJZdcyHimr9m4kENvR5j3emTks_/s320/FA+Issue.png" title="" width="320" /></a></div>
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Basically, the system is telling there are no transactions available for GL posting.<br />
<h3>
Troubleshooting Steps</h3>
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I went through the preliminary troubleshooting process explained below in sequential order. </div>
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Quickly checked the GL batches (Dynamics GP | Financial | Transactions | Batches) and checked if the fixed assets batch is available for posting. It is not available. </div>
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Checked the FA GL Posting window (Dynamics GP | Financial | Routines | GL Posting). The batch is not available. </div>
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Checked the Financial Detail (Dynamics GP | Financial | Inquiry | Financial Detail) if the depreciation is updated for November month in the asset books by checking randomly. </div>
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Then generated report "Fixed Assets to GL Reconciliation" to ensure this particular GL batch is available for reconciliation. The batch under issue is showing up in this report. </div>
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Ran query in SQL Management studio for checking records in FA00902 and FA00905. </div>
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These are the preliminary steps taken to diagnose the issue on hand. Now comes the solution that addressed this issue. </div>
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<h3>
Solution</h3>
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Make a fresh backup of the company and DYNAMICS databases just in case things go wrong, so we have the latest backup to quickly return to original state. </div>
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Run the query below to check the records again for the batch</div>
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<pre style="background: #f0f0f0; border: 1px dashed #cccccc; color: black; font-family: "arial"; font-size: 12px; height: auto; line-height: 20px; overflow: auto; padding: 0px; text-align: left; width: 99%;"><code style="color: black; word-wrap: normal;"> SELECT * FROM FA00902 WHERE GLINTBTCHNUM = 'YOURBATCHHERE'
</code></pre>
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<pre style="background: #f0f0f0; border: 1px dashed #cccccc; color: black; font-family: "arial"; font-size: 12px; height: auto; line-height: 20px; overflow: auto; padding: 0px; text-align: left; width: 99%;"><code style="color: black; word-wrap: normal;"> SELECT * FROM FA00905 WHERE GLINTBTCHNUM = 'YOURBATCHHERE'
</code></pre>
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Delete the records in FA00905 ( Work table)<br />
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<pre style="background: #f0f0f0; border: 1px dashed #cccccc; color: black; font-family: "arial"; font-size: 12px; height: auto; line-height: 20px; overflow: auto; padding: 0px; text-align: left; width: 99%;"><code style="color: black; word-wrap: normal;"> DELETE FROM FA00905 WHERE GLINTBTCHNUM = 'YOURBATCHHERE'
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Update the records in FA00902 (GL posting table) to create blank records for GLINTBTCHNUM field in place of the affected batch number.<br />
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<pre style="background: #f0f0f0; border: 1px dashed #cccccc; color: black; font-family: "arial"; font-size: 12px; height: auto; line-height: 20px; overflow: auto; padding: 0px; text-align: left; width: 99%;"><code style="color: black; word-wrap: normal;"> UPDATE FA00902 SET GLINTBTCHNUM = '' WHERE GLINTBTCHNUM = 'YOURBATCHHERE'
</code></pre>
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What we are doing is deleting the work records for GL posting by deleting the FA00905 table records for the affected table and then updating with blank values for the batch number field in the FA00902 table. Thereafter, we should be good to go to process the GL batch again and we will have the values again.<br />
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Now, go to Dynamics GP | Financial | Routines | GL Posting and process a new batch. You'll have the records that were earlier missed posting.<br />
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<b>Note: Do not adopt this procedure without the assistance of your systems administrator or partner. A backup of data is mandatory for any SQL operation. </b><br />
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<br />Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-84795694877623836572018-05-30T17:04:00.002+04:002018-05-30T17:04:21.316+04:00Dynamics GP 2016 Workflow Email Notification ErrorDynamics GP Workflow interface has been simplified ever since GP 2013 was launched. The functionality continued to improve on each version release. The ability to setup and configure workflows within native GP interface has reduced several steps in the process.<br />
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I got a call this morning from my client who's a happy customer using Dynamics GP workflows extensively in his organization for more than an year ever since I implemented GP for him. The problem is none of the workflow notifications are popping up in users inbox. Strange.<br />
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After taking control of his screen through a remote connection, I quickly went with the series of troubleshooting steps.<br />
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1. What is the mail server used by client? Office 365.<br />
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2. Did the workflow email sender account password change recently? Yes. they did change the password recently. So, I went to Workflow setup window through Microsoft Dynamics GP | Administration | Workflow Setup and have him update the password twice.<br />
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3. After saving the record, tried with a test email that didn't work. </div>
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4. I read somewhere for office 365 to use FQDN so tried using domain.onmicrosoft.com. didn't work.</div>
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5. I wanted to be sure if SMTP is working fine for Office 365. So opened Powershell and followed below steps</div>
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<span style="font-family: inherit;"> Type </span></div>
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<span style="background-color: white; color: #333333; font-size: 16px;"><span style="font-family: inherit;">$msolcred = get-credential</span></span></div>
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<span style="background-color: white; color: #333333; font-size: 16px;"><span style="font-family: inherit;"> that will ask for Office 365 credentials</span></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnIMBTBkk64KTXQa7TCLCdaOnBMkItU20A91b9lvp2_PMy06h5l1JrFdzwDD47OphOp3UTxLada-VRWXH94ZrHgzaVEF95Yy92LX8KQtf69HacGU5ucMkOiKl9MKuNJNwBZ-fRm55sbG6O/s1600/Powershell.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="444" data-original-width="960" height="148" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnIMBTBkk64KTXQa7TCLCdaOnBMkItU20A91b9lvp2_PMy06h5l1JrFdzwDD47OphOp3UTxLada-VRWXH94ZrHgzaVEF95Yy92LX8KQtf69HacGU5ucMkOiKl9MKuNJNwBZ-fRm55sbG6O/s320/Powershell.PNG" width="320" /></a></div>
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<span style="font-family: inherit;"><span style="background-color: white; color: #333333; font-size: 16px;">Send-MailMessage –From </span><a href="mailto:user@domain.com" style="background-color: white; color: #2186ca; font-size: 16px; text-decoration-line: none;">user@domain.com</a><span style="background-color: white; color: #333333; font-size: 16px;"> –To </span><a href="mailto:user@hotmail.com" style="background-color: white; color: #2186ca; font-size: 16px; text-decoration-line: none;">user@domain.com</a><span style="background-color: white; color: #333333; font-size: 16px;"> –Subject “Test Email” –Body “Test SMTP Relay Service” -SmtpServer smtp.office365.com -Credential $msolcred -UseSsl -Port 587</span></span></div>
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<span style="background-color: white; color: #333333; font-size: 16px;"><span style="font-family: inherit;">Replace user@domain.com with Office 365 domain email address. </span></span></div>
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<span style="background-color: white; color: #333333; font-size: 16px;"><span style="font-family: inherit;">6. Ensuring the SMTP test delivered successfully a test email, configured with the same settings in Workflow setup. Did it work this time? Yes. </span></span></div>
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<span style="background-color: white; color: #333333; font-size: 16px;"><span style="font-family: inherit;">Good Luck</span></span></div>
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<br />Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.com0tag:blogger.com,1999:blog-8754801996591026417.post-5264490709154824652017-05-05T00:27:00.000+04:002017-05-05T00:27:14.439+04:00Dynamics GP 2016 Bank Reconciliation Training<div class="separator" style="clear: both; text-align: center;">
<iframe allowfullscreen="" class="YOUTUBE-iframe-video" data-thumbnail-src="https://i.ytimg.com/vi/kGM_WE3ZB_o/0.jpg" frameborder="0" height="300" src="https://www.youtube.com/embed/kGM_WE3ZB_o?feature=player_embedded" width="450"></iframe></div>
<br />Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-82721225993602804802017-05-04T14:48:00.003+04:002017-05-04T14:48:55.435+04:00Dynamics GP 2016 Fixed Assets Training<div class="separator" style="clear: both; text-align: center;">
<iframe allowfullscreen="" class="YOUTUBE-iframe-video" data-thumbnail-src="https://i.ytimg.com/vi/l4K-EnLnygg/0.jpg" frameborder="0" height="300" src="https://www.youtube.com/embed/l4K-EnLnygg?feature=player_embedded" width="450"></iframe></div>
<br />Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.com0tag:blogger.com,1999:blog-8754801996591026417.post-45897902816629798772013-01-22T06:12:00.000+04:002013-01-22T06:12:07.931+04:00How to Publish Management Reporter Reports to SharePoint<div style="text-align: justify;">
Recently I was asked to integrate <strong><u>Management Reporter</u></strong> reports to <strong><u>SharePoint</u></strong> Foundation 2010. With <strong>Management Reporter 2012</strong>, it's quite simple to achieve. </div>
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All you have to do is to follow the steps below</div>
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1. Go to SharePoint site and create a <a href="http://office.microsoft.com/en-001/sharepoint-foundation-help/create-or-delete-a-library-HA010377495.aspx" rel="nofollow" target="_blank"><strong>document library</strong></a>. </div>
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2. Assign <em>site permissions</em> for the people who need to see the reports. Also provide<em> Design and contribute</em> permissions to the <em><u>Management Reporter process service user</u></em>.</div>
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3. Go to Management Reporter and choose the report from report definitions you'd want to publish to SharePoint. </div>
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4. Click <strong>Output and Distribution </strong>tab from the report definition.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEho0arzVmvX2UoGafsboVa5VUf_pIJs7JnKynkKht77qpN_wYQ6UuPZ-lzwTBgJLdw4PiO_1ngzxgGNaCxThyphenhyphenctKftJqcEUM3AfMTcXoubinyRo4MKIGNKWkqDOvwjREGUetY4GDjZER2Qc/s1600/MR1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="318" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEho0arzVmvX2UoGafsboVa5VUf_pIJs7JnKynkKht77qpN_wYQ6UuPZ-lzwTBgJLdw4PiO_1ngzxgGNaCxThyphenhyphenctKftJqcEUM3AfMTcXoubinyRo4MKIGNKWkqDOvwjREGUetY4GDjZER2Qc/s640/MR1.jpg" width="640" /></a></div>
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5. Check<u> Generate to multiple report library locations</u> and add the SharePoint document library link in Related Report Link location as shown below. </div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlPWlsxU8zmXkznMz5RY5ITEYSCqpkoRXuufnjUuK9zN7m2Sp_GZiLrokFLMx53atDmIiBunedisTdBwoih4xlP8dhl0E-M8rMvsG3mEHPfvltRQWcXNAXjhxOurM5Ks0EnGgvARxmg9su/s1600/MR2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="270" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlPWlsxU8zmXkznMz5RY5ITEYSCqpkoRXuufnjUuK9zN7m2Sp_GZiLrokFLMx53atDmIiBunedisTdBwoih4xlP8dhl0E-M8rMvsG3mEHPfvltRQWcXNAXjhxOurM5Ks0EnGgvARxmg9su/s640/MR2.jpg" width="640" /></a></div>
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6. If you want this report to be automatically publishing to SharePoint, You can setup a report schedule in <strong><u>Report scheduler</u></strong>. </div>
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7. You can see the reports in SharePoint like this. </div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjz3zxNyZIunbrTknlQzGzVjtwchHa84GR_MQqmNZqPulY9RTcz2Eu_TSJxK8EPW1PmKH073QMyVX0qSa3MVtFcn3ILdJac-_bWPBZPd5WOlWfZaJveUZYpUxpTA_g01j4vfOdAQpkxgSj_/s1600/MR3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="216" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjz3zxNyZIunbrTknlQzGzVjtwchHa84GR_MQqmNZqPulY9RTcz2Eu_TSJxK8EPW1PmKH073QMyVX0qSa3MVtFcn3ILdJac-_bWPBZPd5WOlWfZaJveUZYpUxpTA_g01j4vfOdAQpkxgSj_/s640/MR3.jpg" width="640" /></a></div>
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<div style="text-align: justify;">
8. When you click any report, it'll open like this where you can have the option of viewing it in Excel, Report viewer or XPS document. You can also set a default view so that next time it won't ask for a choice. </div>
<div style="text-align: justify;">
</div>
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<img border="0" height="113" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzX-M9FQEGGy9wD61cSGYLQfajSDti_Fp00kUcXUybtb_bo3069mN3lrTTZvC6GLXsG881EsgD88hoB2ZQrW1dAXci0mIEBnL-gk3fzPkBRNq5zPH0yG8__KfSj4q0gnPPCQX0IXNpqchn/s320/MR4.jpg" width="320" /></div>
Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-25179455474546563992013-01-22T05:32:00.000+04:002013-01-22T05:34:29.162+04:00Deletion of company in Management Reporter<br />
<div style="text-align: justify;">
One might see this error when attempting to delete a company in <strong>Management Reporter Configuration console</strong>. </div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgl_wFb9c5rkkADYE9OpUG3_2DtxqekqwLqzdiDOowTjIhAB_J_NHywvcbqht0HnQTpnw7AAqWbNhJN4t3q9DMCjb2QBsIj0BYaflDN4cVh4UMLpxMT_utIFHJH4ulYABfUalzAONFz_IKK/s1600/MR.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="132" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgl_wFb9c5rkkADYE9OpUG3_2DtxqekqwLqzdiDOowTjIhAB_J_NHywvcbqht0HnQTpnw7AAqWbNhJN4t3q9DMCjb2QBsIj0BYaflDN4cVh4UMLpxMT_utIFHJH4ulYABfUalzAONFz_IKK/s400/MR.png" width="400" /></a></div>
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<blockquote class="tr_bq">
<strong><em>"This company is referenced by an existing report definition or reporting tree definition. Remove these associations before deleting the company"</em></strong></blockquote>
<br />
<br />
<div style="text-align: justify;">
For those who aren't aware as to how to delete or create a company in <em><u><strong>Management Reporter</strong></u></em>, It happens through configuration console which only Administrators can see that. </div>
<br />
The first step of troubleshooting is to go and see if any existing <u>report definitions</u> or reporting <u>tree definitions</u> linked to this company.Change those definitions to other companies so that those references to the company in question are removed, if any.<br />
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</div>
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There might be occasions where the company cannot be deleted despite no visible references in the definitions. </div>
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</div>
<div style="text-align: justify;">
To troubleshoot this, Go to Management Reporter <em><u>service logs</u></em> in the configuration console. This is the first level of troubleshooting for Management Reporter. Anything goes wrong, one must go and see what exactly the log is telling you. I got a log like this</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<span style="font-size: x-small;">System.Data.SqlClient.SqlException (0x80131904): The DELETE statement conflicted with the REFERENCE constraint "FK_ControlTreeDetail_ControlCompany". The conflict occurred in database "ManagementReporter", table "dbo.ControlTreeDetail", column 'CompanyID'.</span></div>
<span style="font-size: x-small;"></span><br />
<div style="text-align: justify;">
<span style="font-size: x-small;">System.Data.SqlClient.SqlException (0x80131904): The DELETE statement conflicted with the REFERENCE constraint "FK_ControlReport_ControlCompany". The conflict occurred in database "ManagementReporter", table "dbo.ControlReport", column 'CompanyID'. The statement has been terminated.</span></div>
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<br />
To resolve this, I went to Management Reporter database and took a backup of the same. Then, I ran the below statement to get the company ID </div>
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</div>
<div style="text-align: justify;">
<span style="font-size: x-small;"><span style="font-size: small;">SELECT * FROM DBO.CONTROLCOMPANY</span> </span></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
You can retrieve the company ID from ID column in the said table. The company database ID will be stored in the corresponding Code column. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
I ran the following delete statements on two tables. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
DELETE FROM DBO.CONTROLTREEDETAIL WHERE ID = '123' (Replace 123 with the ID retrieved from control company table)</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
DELETE FROM DBO.CONTROLREPORT WHERE ID = '123' (Replace 123 with the ID retrieved from control company table)</div>
<div style="text-align: justify;">
<span style="font-size: x-small;"></span> </div>
<div style="text-align: justify;">
These statements above will delete all orphaned references in the report definitions and reporting tree definitions related tables for the company to be deleted. </div>
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</div>
<div style="text-align: justify;">
After the above statements, we can go to configuration console and delete the company by just clicking <strong><u>'Delete company'</u></strong>.</div>
Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-38318666899484741472013-01-16T00:25:00.001+04:002013-01-16T00:25:38.716+04:00Microsoft Dynamics GP 2013 VPC Download<div style="text-align: justify;">
Folks at Microsoft Dynamics are quick enough to provide us with the latest Microsoft Dynamics GP 2013 RTM V1 Hyper-V image for download on partner source. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The image is supposed to have the following. </div>
<ul><div style="text-align: justify;">
</div>
<li><div style="text-align: justify;">
Dynamics GP 2013 RTM Code with Web Client deployed
</div>
<li><div style="text-align: justify;">
Management Reporter 2012 with Web Viewer deployed
</div>
<li><div style="text-align: justify;">
Office 2013 with demo dashboards installed </div>
</li>
</li>
</li>
</ul>
<div style="text-align: justify;">
Proceed to download this image from here. </div>
<div style="text-align: justify;">
<strong> </strong></div>
<div style="text-align: justify;">
<a href="https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/demos/MSDYN_GP2010R2HyperVDemoImageSet" rel="nofollow" target="_blank"><strong>Dynamics GP 2013 RTM V1 Hyper-V Download</strong></a></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
More information from the original source.</div>
<div style="text-align: justify;">
</div>
<div class="post-name">
<a href="https://community.dynamics.com/product/gp/gpnontechnical/b/gpteamblog/archive/2013/01/15/where-s-the-demo-image-here-today.aspx" rel="nofollow" target="_blank"><strong>Where's the Demo Image??? HERE! Today!</strong></a></div>
<div style="text-align: justify;">
</div>
<br />
Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-69186790126774378892013-01-07T23:35:00.002+04:002013-01-07T23:35:56.371+04:00Dynamics AX 2012 Purchase Requisitions <div style="text-align: justify;">
<span style="font-family: Calibri;"><b style="mso-bidi-font-weight: normal;"><span style="font-size: 14pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">P</span></b><span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">rocurement
process in organizations is very critical such that right items are ordered at
the right time. Often, companies end up with cost overruns partly due to bad purchasing
planning or policies. It’s all about meeting the demand of materials or
services within the stipulated time and minimal costs. </span></span><span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><o:p><span style="font-family: Calibri;"> </span></o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
</div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">One of the key success criteria set by the Purchasing
departments when it comes to choosing the best ERP in the market revolves
around efficient management of procurement cycle like Purchase Requisition
workflow driven process, RFQ process, Catalog and non-catalog based purchases, vendor
responses analysis. </span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;"></span></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">The Finance department asks for creating
commitments for those purchases to plan for their working capital needs. If the
expenditure is incurred towards a project, the project information is also
sought for. More importantly, a Finance Manager would always be interested in
distributing the expense to multiple cost centers/departments
than just to distribute it to one default account.</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;"></span></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Organizations hate to come
to terms when we inform them that you can’t create requisitions in
multi-currency or you can’t link your projects to the requisitions or for that
matter you can’t set the GL distributions to multiple accounts. </span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;"></span></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Here is where
solution like Microsoft Dynamics AX 2012 sets its foot stronger than its peers
with its extensive functionality in procurement and sourcing to address these
gaps. <o:p></o:p></span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
</div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Keeping this background in mind, let’s look
at what Microsoft Dynamics AX2012 has in its store for the purchasing managers specific to
Requisitions. AX 2012 can offer the best in class out of the box functionality
through its <b>procurement and sourcing</b> module. </span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;"></span></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Some of the features are
listed below through this module highlighted upon Purchase Requisitions. </span></span></div>
<ul>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Purchase Requisition in Built <b>workflow</b> process</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Requisitions can be submitted for approval by multiple users</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Requisitions can be created through AX Client/Enterprise Portal/Employee self-services</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Requisitions can be created by users to choose from existing <b>procurement catalogs</b> (internal catalogs). This is very helpful for some clients. Requisitions can be created for <b>non-catalog </b>items. </span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Multiple GL distributions can be attached to each Requisition line (Expense allocation becomes easier)</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Budget control validation & <b>Commitments</b> through Encumbrances</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="font-family: Calibri;"><b><span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">Attach documents/images</span></b></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Create Requisitions in <b>Multi-currency</b></span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Attach <b>Project </b>Information to the Requisitions & <b>Project Budget</b> linking</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Attach <b>Fixed Assets</b> information to the Requisitions</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Create <b>Purchasing Policies</b> and thereby link them to Requisitions</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Have the users fill up <b>Questionnaires</b> justifying their purchases</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="font-family: Calibri;"><b><span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">Create RFQ</span></b><span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"> from Requisitions and Accept replies from RFQ to be copied over to Requisitions</span></span></div>
</li>
<li><div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">Transfer requisitions to Purchase orders manually/ automatically/through demand consolidation</span></span></div>
</li>
</ul>
<div class="MsoNormal" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><span style="font-family: Calibri;">In order to address some of the business
needs we discussed above like RFQ process, Multi-currency Requisitions, Project
linking to requisitions, attaching Multiple GL distributions, Customers have to
look at some third party products to address the gaps which are otherwise
available as standard features in AX 2012. <span style="mso-spacerun: yes;"> </span>Choosing Dynamics AX 2012 leaves tremendous advantage
for Customers that they enjoy less implementation cost overruns and less
maintenance costs. </span></span></div>
Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-89121611133947713852013-01-07T14:54:00.002+04:002013-01-07T14:54:39.036+04:00Dynamics GP 2013 Licensing changes<h2>
<span style="font-size: 10pt;"><span style="font-family: inherit;">Overview</span></span></h2>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">A new licensing model called “<b>Perpetual Licensing</b>” came into effect replacing the BE & AM Licensing structure.</span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">Under the new licensing, the Business Essentials (BE) & Advanced Management (AM) are replaced <b>with Starter Pack and Extended Pack.</b><o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">Under the new licensing, Users are classified as <b>Full User</b> and <b>Limited User</b> CALs <o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">The Starter pack includes 3 Full Users<o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">Few La Carte modules like Smart list Builder, HR & Payroll, and customization pack so on<o:p></o:p></span></span></div>
<span style="font-size: 10pt;"><o:p><span style="font-family: Calibri;"></span></o:p></span><br />
<h3>
<span style="font-size: 10pt;">Modules <o:p></o:p></span></h3>
<br />
<h4 class="MsoNormal" style="margin: 0in 0in 0pt;">
<span style="font-size: 10pt;">Starter pack <o:p></o:p></span></h4>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-size: 9pt;"><span style="font-family: Calibri;"> Financial Management</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-size: 9pt;"><span style="font-family: Calibri;"> Human Resource Management, including the Self-Service Suite</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-size: 9pt;"><span style="font-family: Calibri;"> Supply Chain Management</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-size: 9pt;"><span style="font-family: Calibri;"> Workspace Collaboration</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-size: 9pt;"><span style="font-family: Calibri;"> Configuration and Development</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.25in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-size: 9pt;"><span style="font-family: Calibri;"> Business Intelligence & Reporting<o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<b style="mso-bidi-font-weight: normal;"><span style="font-size: 10pt;"><span style="font-family: Calibri;">Extended
Pack Modules</span></span></b></div>
<span style="font-size: 9pt;"><span style="font-family: Calibri;"><div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
</div>
<o:p><div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Times New Roman; font-size: small;"></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 31.5pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 9pt;">Business Intelligence & Reporting (Unlimited Forecaster)<o:p></o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.75in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Times New Roman; font-size: small;"></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 31.5pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 9pt;">Supply Chain Management (additional modules)<o:p></o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.75in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Times New Roman; font-size: small;"></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 31.5pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 9pt;">Manufacturing Solutions<o:p></o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.75in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Times New Roman; font-size: small;"></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 31.5pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 9pt;">Project Management<o:p></o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.75in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Times New Roman; font-size: small;"></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 31.5pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 9pt;">Customer Relationship Management (not Dynamics CRM)</span></div>
</o:p><div class="MsoNormal" style="margin: 0in 0in 0pt 0.75in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
</div>
</span><div class="MsoNormal" style="margin: 0in 0in 0pt 0.75in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
</div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.75in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
</div>
</span><div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<b style="mso-bidi-font-weight: normal;"><span style="font-size: 9pt;"><span style="font-family: Calibri;">Business
Portal and Management Reporter<o:p></o:p></span></span></b></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.5in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Calibri;"><span style="font-size: 10pt;">Unlimited <b>business portal
users</b> under starter pack</span><span style="font-size: 9pt;"><o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.5in; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Calibri;"><span style="font-size: 10pt;">Unlimited <b>Management
Reporter </b>users under starter pack </span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<b style="mso-bidi-font-weight: normal;"><span style="font-size: 10pt;"><span style="font-family: Calibri;">Full Users
Vs. Limited Users<o:p></o:p></span></span></b></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-family: Calibri;"><span lang="EN" style="color: #333333; font-size: 10pt; mso-ansi-language: EN; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">The activities of the users drive these two user types.
</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-family: Calibri;"><span lang="EN" style="color: #333333; font-size: 10pt; mso-ansi-language: EN; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"></span></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-family: Calibri;"><span lang="EN" style="color: #333333; font-size: 10pt; mso-ansi-language: EN; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">Full users have full read and write access in the system. </span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-family: Calibri;"><span lang="EN" style="color: #333333; font-size: 10pt; mso-ansi-language: EN; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">Limited users have full read access but limited write access, for specific areas like time entry and expense management. </span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">
<span style="font-family: Calibri;"><span lang="EN" style="color: #333333; font-size: 10pt; mso-ansi-language: EN; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">Be it web client, desktop client, it doesn’t matter for these users licensing. It’s by activity types. </span><span style="font-size: 10pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;"><o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<b style="mso-bidi-font-weight: normal;"><span style="font-size: 9pt;"><span style="font-family: Calibri;">For Existing
Customers <o:p></o:p></span></span></b></div>
<br />
<div class="Default" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="font-family: "Calibri","sans-serif"; font-size: 10pt; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">This new licensing will affect the existing customers licensing
(Customers on BRL & MBL). These customers are classified under </span></div>
<div class="Default" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="font-family: "Calibri","sans-serif"; font-size: 10pt; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">License Migration Transition Upgrade (LMT) </span></div>
<div class="Default" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="font-family: "Calibri","sans-serif"; font-size: 10pt; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">License Credit Transition Upgrade (LCT). </span></div>
<div class="Default" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="font-family: "Calibri","sans-serif"; font-size: 10pt; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span> </div>
<div class="Default" style="margin: 0in 0in 0pt; text-align: justify;">
<span style="font-family: "Calibri","sans-serif"; font-size: 10pt; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">LMT is applicable for customers with GP2010 or prior who have purchased prior
to 1<sup>st</sup> Oct 2012. LCT is applicable for customers purchased the
software on or after 1<sup>st</sup> Oct 2012. </span><span style="font-family: "Calibri","sans-serif"; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><o:p></o:p></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Calibri;"><span style="font-size: 10pt;">With the LMT Upgrade, MBL and BRL are mapped to the
Perpetual Licensing model to ensure that customers receive at least their
current functionality plus the number of users.</span><o:p></o:p></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">The LCT Upgrade is conducted through a license
investment credit aligned with the Microsoft Dynamics Licensing Transition
Policy.<o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">Even after the transition, Customers can continue to
use their old versions but they cannot add new modules to the old versions. <o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<b><span style="font-size: 10pt;"><span style="font-family: Calibri;">Example for LMT:<o:p></o:p></span></span></b></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">If a customer purchased 10 user licenses before Oct 1<sup>st</sup>
2012 under BE, they will get Starter pack plus 7 Full user licenses. If they
purchased under AM, they will get starter pack, extended pack plus 7 full user
licenses. In both cases, balance to be paid to Microsoft is 0. <o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-family: Calibri;"><b><span style="font-size: 10pt;">Example for LCT</span></b><span style="font-size: 10pt;">:<o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;">If a customer purchased 10 user licenses on or after
Oct 1<sup>st</sup> 2012 under BE, they will get Starter pack plus 7 Full user
licenses. If they purchased under AM, they will get starter pack, extended pack
plus 7 full user licenses. In both cases, they have to pay for the licensing
difference.</span></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;"></span></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="font-size: 10pt;"><span style="font-family: Calibri;"><em>Note: This post is compiled based on my personal understanding of the licensing structure and intended for informational purposes only. Please let me know if any corrections are required to the post.</em> </span></span></div>
Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-54532999962024864932012-05-25T02:04:00.000+04:002013-01-08T00:26:26.631+04:00Dynamics AX 2012 Overview<div data-mce-style="text-align: justify;" style="text-align: justify;">
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
It's quite some time that we have Dynamics AX 2012 into the market and it is no surprise that it's creating history with respect to wide market adaptability and acceptance of the fact that it is truly a global solution. In this piece of article I present a bird's eye view of Dynamics AX 2012.</div>
<div data-mce-style="text-align: justify;" style="text-align: justify;">
</div>
<h3 style="text-align: justify;">
Microsoft Dynamics AX 2012: Overview</h3>
<div data-mce-style="text-align: justify;" style="text-align: justify;">
<span data-mce-style="text-align: center;" style="text-align: center;">Microsoft Dynamics AX 2012 is a complete ERP solution that offers comprehensive and core ERP functionality for financial, human resources and operati</span><span data-mce-style="text-align: center;" style="text-align: center;">ons management. It's truly a global solution that is scalable and agile. The solution is made industry focused by embedding core functionality for manufacturing (process, discrete and lean), distribution, public sector, retail and service industries. </span></div>
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzd1Q_CXzApSE7wMBWJjGMoCUSsrPjYK4UdNRqttxu5GO9uBEvN3cdm2tSTK0gm7RxQ-9PR04A-MadGAO7pNL6Zgx6nt7Q6-P4ua7Eu-ANFSO1cg5TeiAO81VdP6-wmg-megrK58UVUIoy/s1600/overview.jpg" imageanchor="1" rel="nofollow" style="margin-left: 1em; margin-right: 1em;" target="_blank"><img border="0" height="230" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzd1Q_CXzApSE7wMBWJjGMoCUSsrPjYK4UdNRqttxu5GO9uBEvN3cdm2tSTK0gm7RxQ-9PR04A-MadGAO7pNL6Zgx6nt7Q6-P4ua7Eu-ANFSO1cg5TeiAO81VdP6-wmg-megrK58UVUIoy/s400/overview.jpg" width="400" /></a></div>
<br />
<br />
<br />
<h3>
Dynamics AX 2012 Functionality</h3>
<div data-mce-style="text-align: justify;" style="text-align: justify;">
In a nutshell, Dynamics AX 2012 focuses on the following functionality</div>
<ul>
<li>Financial Management & Compliance</li>
<li>Business Intelligence & Reporting</li>
<li>Collaboration</li>
<li>Supply Chain Management</li>
<li>Sales & Marketing</li>
<li>Production</li>
<li>Human Resources Management</li>
</ul>
<h3>
Dynamics AX 2012 Modules</h3>
<div style="text-align: justify;">
Microsoft Dynamics AX 2012 consists of the following core modules</div>
<ul><ul><ul><ul>
<li><div style="text-align: justify;">
General Ledger</div>
</li>
<li><div style="text-align: justify;">
Accounts Payable</div>
</li>
<li><div style="text-align: justify;">
Accounts Receivable</div>
</li>
<li><div style="text-align: justify;">
Budgeting</div>
</li>
<li><div style="text-align: justify;">
Cost Accounting</div>
</li>
<li><div style="text-align: justify;">
Fixed Assets</div>
</li>
<li><div style="text-align: justify;">
Cash and Bank management</div>
</li>
<li><div style="text-align: justify;">
Travel and Expense</div>
</li>
<li><div style="text-align: justify;">
Compliance and Internal control</div>
</li>
<li><div style="text-align: justify;">
Human Resources</div>
</li>
<li><div style="text-align: justify;">
Procurement and Sourcing</div>
</li>
<li><div style="text-align: justify;">
Product Information management</div>
</li>
<li><div style="text-align: justify;">
Master Planning</div>
</li>
<li><div style="text-align: justify;">
Project management and accounting</div>
</li>
<li><div style="text-align: justify;">
Inventory and WH Management</div>
</li>
<li><div style="text-align: justify;">
Sales and Marketing</div>
</li>
<li><div style="text-align: justify;">
Production control</div>
</li>
<li><div style="text-align: justify;">
Service Management</div>
</li>
</ul>
</ul>
</ul>
</ul>
<div data-mce-style="text-align: justify;" style="text-align: justify;">
For a detailed description of each of the modules, Click <a data-mce-href="http://dynamicsblogger.com/resources/modules/ax-modules/" href="http://dynamicsblogger.com/resources/modules/ax-modules/" target="_blank" title="Microsoft Dynamics AX 2012 Modules">here</a>.</div>
<h3 data-mce-style="text-align: justify;" style="text-align: justify;">
</h3>
<h3 data-mce-style="text-align: justify;" style="text-align: justify;">
What's New in Microsoft Dynamics AX 2012</h3>
<div data-mce-style="text-align: justify;" style="text-align: justify;">
Microsoft Dynamics AX 2012 is bundled with plenty of revolutionary enhancements to it's prior version Dynamics AX 2009. Some of the new features what you could get out of this product in brief.</div>
<ul>
<li><div style="text-align: justify;">
Role Centers</div>
</li>
<li><div style="text-align: justify;">
Role based security</div>
</li>
<li><div style="text-align: justify;">
Localization support (36 countries)</div>
</li>
<li><div style="text-align: justify;">
Interoperability with MS Office</div>
</li>
<li><div style="text-align: justify;">
Enhanced Collaboration</div>
</li>
<li><div style="text-align: justify;">
Unlimited Financial Dimensions</div>
</li>
<li><div style="text-align: justify;">
Organization Modeling</div>
</li>
<li><div style="text-align: justify;">
Graphical Workflow Editor</div>
</li>
<li><div style="text-align: justify;">
Industry specific out of the box functionality</div>
</li>
<li><div style="text-align: justify;">
Model-Driven layered Architecture</div>
</li>
<li><div style="text-align: justify;">
Role based UI – FastTabs and FactBoxes</div>
</li>
<li><div style="text-align: justify;">
Commerce services Integration</div>
</li>
<li><div style="text-align: justify;">
Site services that enable users to connect AX to cloud services</div>
</li>
<li><div style="text-align: justify;">
Payment services out of the box</div>
</li>
<li><div style="text-align: justify;">
Help server</div>
</li>
<li><div style="text-align: justify;">
Microsoft Search (MOSS)</div>
</li>
<li><div style="text-align: justify;">
Upgrade Advisor and Framework</div>
</li>
<li><div style="text-align: justify;">
Post upgrade Data validation</div>
</li>
<li><div style="text-align: justify;">
Improved AIF</div>
</li>
<li><div style="text-align: justify;">
Process Manufacturing – Part of AX 2012 Core functionality</div>
</li>
<li><div style="text-align: justify;">
Enterprise Portal – Foundation improvements, Treasurer Role center, Enterprise search, UI changes</div>
</li>
<li><div style="text-align: justify;">
Out of the Box SSRS Reports</div>
</li>
<li><div style="text-align: justify;">
Budget Register Entries</div>
</li>
<li><div style="text-align: justify;">
Multiple Time zones</div>
</li>
<li><div style="text-align: justify;">
Global Address Book (No more hassle to create virtual companies)</div>
</li>
<li><div style="text-align: justify;">
Product definition</div>
</li>
<li><div style="text-align: justify;">
Policy framework</div>
</li>
<li><div style="text-align: justify;">
Inter company Timesheet entry in projects</div>
</li>
<li><div style="text-align: justify;">
Retail Module</div>
</li>
</ul>
<h3>
Microsoft Dynamics AX 2012 Licensing </h3>
<div style="text-align: justify;">
One of the major changes to Microsoft Dynamics AX 2012 licensing is the shift away from concurrent user licensing to CAL licensing model. Role centers play a major role in licensing such that each User CAL must be linked to a Role.</div>
<div style="text-align: justify;">
1. Server License (AOS License)</div>
<div style="text-align: justify;">
2. Client Access License (CAL)</div>
<div data-mce-style="padding-left: 30px;" style="padding-left: 30px; text-align: justify;">
- User CAL</div>
<div data-mce-style="padding-left: 60px;" style="padding-left: 60px; text-align: justify;">
- Enterprise user</div>
<div data-mce-style="padding-left: 60px;" style="padding-left: 60px; text-align: justify;">
- Functional user</div>
<div data-mce-style="padding-left: 60px;" style="padding-left: 60px; text-align: justify;">
- Task user</div>
<div data-mce-style="padding-left: 60px;" style="padding-left: 60px; text-align: justify;">
- Self service user</div>
<div data-mce-style="padding-left: 30px;" style="padding-left: 30px; text-align: justify;">
Device CAL</div>
<div data-mce-style="padding-left: 60px;" style="padding-left: 60px; text-align: justify;">
- Device CAL</div>
<div data-mce-style="padding-left: 60px;" style="padding-left: 60px; text-align: justify;">
- Limited Device CAL</div>
<div style="text-align: justify;">
3. Licenses for related software not included (SQL Server, MOSS so on)</div>
<h3 style="text-align: justify;">
Microsoft Dynamics AX 2012 Navigation</h3>
<div style="text-align: justify;">
Navigation in AX 2012 is as simple as navigating through Microsoft Office Outlook 2010. The introduction of Fast Tabs and Fact Boxes make it more user friendly navigating system. Some screenshots that speak about navigation, look and feel of the UI are given here.</div>
<br />
<br />
<div style="text-align: center;">
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEieirsa0LW__ZihyphenhyphenpLEYWHLt4A3jHxNlzstYbKA5SDRclWGVVBOwKKrgivqq5EsIoqiLpB2AXXyOsIn6MP0qLz7_iE7TryFPdmlOaoygU0OIO4BkzN3W7vXhYXVjBmnlwh7YvGGxos8EAsU/s1600/overview1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="219" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEieirsa0LW__ZihyphenhyphenpLEYWHLt4A3jHxNlzstYbKA5SDRclWGVVBOwKKrgivqq5EsIoqiLpB2AXXyOsIn6MP0qLz7_iE7TryFPdmlOaoygU0OIO4BkzN3W7vXhYXVjBmnlwh7YvGGxos8EAsU/s320/overview1.jpg" width="320" /></a></div>
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<h3>
Dynamics AX 2012 Technology</h3>
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Robust changes to performance of the product have been incorporated in this new edition in terms of architecture to optimize the user experience and ensuring smooth upgrades of the product that only can result in lower ownership costs (TCO) to the companies.</div>
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<strong><em>3-Tier Architecture</em></strong><br />
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<strong><em>Extended Architecture</em></strong><br />
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<strong><em>Technology Layers</em></strong><br />
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For detailed information, Go through the Dynamics AX White papers section <strong><a data-mce-href="http://dynamicsblogger.com/resources/whitepapers/ax-whitepapers/" href="http://dynamicsblogger.com/resources/whitepapers/ax-whitepapers/" target="_blank" title="AX Whitepapers">here</a></strong>.<br />
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Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-54682676099015931982012-04-10T01:52:00.000+04:002013-01-07T01:54:49.824+04:00Dynamics AX 2012 Modules<h2 style="text-align: justify;">
General Ledger</h2>
<ol>
<li><div style="text-align: justify;">
Dynamics AX 2012 provides robust consolidation of financials for several subsidiaries. It is not necessary that the subsidiary databases must be separate and can reside within the same database.</div>
</li>
<li><div style="text-align: justify;">
In Dynamics AX 2012, Allocation or distribution of monetary amounts can be made to one or more accounts or account and dimension combinations based on a preset allocation rules. AX 2012 permits two types of allocations.</div>
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Fixed Allocation</div>
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<li><div style="text-align: justify;">
Variable Allocation</div>
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</ol>
<li><div style="text-align: justify;">
Settlement of transactions between ledger accounts is available in Dynamics AX 2012</div>
</li>
<li><div style="text-align: justify;">
Year-end closing can be performed within the system so as to update the opening balances for the next year.</div>
</li>
<li><div style="text-align: justify;">
Tools for forecasting cash flow and currency requirements to estimate company future cash needs exist in General ledger functionality of Dynamics AX 2012.</div>
</li>
<li><div style="text-align: justify;">
Financial statements can be extracted from within Dynamics AX 2012 or using Management reporter tool.</div>
</li>
</ol>
<h2 style="text-align: justify;">
Accounts Payable</h2>
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<strong>1. </strong>In Dynamics AX 2012, vendor groups, vendors, posting profiles, various payment options, parameters regarding vendors, charges, deliveries and destinations, promissory notes, and other types of Accounts payable information can be setup</div>
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2. Vendor invoices can be entered manually or received electronically through a service, or vendor can enter the invoices through enterprise portalPayments or credit memos can be settled for invoices</div>
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Accounts receivable</h2>
<ol>
<li><div style="text-align: justify;">
In Dynamics AX 2012 customer invoices are created based on sales orders or packing slips.</div>
</li>
<li><div style="text-align: justify;">
For other miscellaneous invoices that don’t require creation of a sales order, a free text invoice can be created.</div>
</li>
<li><div style="text-align: justify;">
Centralized payment location can be create</div>
</li>
</ol>
<h2 style="text-align: justify;">
Budgeting</h2>
<ol>
<li><div style="text-align: justify;">
Budget register entries for the original budget, budget transfers, and budget revisions can be created in Dynamics AX 2012 budgeting.</div>
</li>
<li><div style="text-align: justify;">
Encumbrances can be created for both planned and actual expenditure.</div>
</li>
<li><div style="text-align: justify;">
Budget register entries can be created automatically when budgets are transferred to the general ledger from other modules such as Project management and accounting or Fixed assets.</div>
</li>
<li><div style="text-align: justify;">
Budgets can be controlled for financial dimensions also. Status and history of budget register entries, budget control statistics, actual versus budget amounts, budget details, and budget funds are available</div>
</li>
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<h2 style="text-align: justify;">
Cost Accounting</h2>
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With Microsoft Dynamics AX 2012, you can use the following different costing methods:</div>
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<li><div style="text-align: justify;">
Normal costing</div>
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<li><div style="text-align: justify;">
Standard costing</div>
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<li><div style="text-align: justify;">
Absorption costing</div>
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Fixed Assets</h2>
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<li><div style="text-align: justify;">
Dynamics AX 2012 enables setting up and enter acquisition information for fixed asset records, and then manage fixed assets by depreciating them and setting a capitalization threshold to determine depreciation</div>
</li>
<li><div style="text-align: justify;">
Calculate adjustments to the fixed assets, and also dispose of them.</div>
</li>
<li><div style="text-align: justify;">
When you use General ledger with Fixed assets, you can view the current value of all fixed assets.</div>
</li>
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Cash and Bank Management</h2>
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<li><div style="text-align: justify;">
Maintain the legal entity’s bank accounts and the financial instruments that are associated with those bank accounts with Dynamics AX 2012.</div>
</li>
<li><div style="text-align: justify;">
These instruments include deposit slips, checks, bills of exchange, and promissory notes.</div>
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<li><div style="text-align: justify;">
Reconcile bank statements and print bank data on standard reports.</div>
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<h2 style="text-align: justify;">
Travel and Expense</h2>
<ol>
<li><div style="text-align: justify;">
Create an integrated workflow where payment method information can be stored, import credit card transactions, and track the money that employees are spending when they incur expenses for the company as part of Dynamics AX 2012 Travel and Expense Management functionality</div>
</li>
<li><div style="text-align: justify;">
Define expense policies and automate the reimbursement of travel expenses.</div>
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</ol>
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Compliance and Internal control</h2>
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1. The Compliance and internal controls module of Microsoft Dynamics AX 2012 includes Environmental sustainability and Audit functionality.</div>
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2. The Compliance site provides a central location for users in your organization to manage the internal controls, business process content, and reporting for your organization's compliance program.</div>
<h2 style="text-align: justify;">
Human Resources</h2>
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Human resources for Microsoft Dynamics AX 2012 help to fulfill the potential of workers, while minimizing the cost and complexity of administrating worker and organizational information.</div>
<h2 style="text-align: justify;">
Procurement and sourcing</h2>
<ol>
<li><div style="text-align: justify;">
Create purchasing policies to control the purchasing process.</div>
</li>
<li><div style="text-align: justify;">
Identify suppliers, onboard suppliers as new vendors, maintain vendor information, create agreements with your vendors, order items and services, maintain purchase orders, and confirm receipt of products.</div>
</li>
<li><div style="text-align: justify;">
Analyze spending and vendor performance</div>
</li>
</ol>
<h2 style="text-align: justify;">
Product Information management</h2>
<ol>
<li><div style="text-align: justify;">
Define and create products and product variants.</div>
</li>
<li><div style="text-align: justify;">
Products of the types Item and Service are used in the sales, purchase, and operational processes in Microsoft Dynamics AX 2012. When products have been defined and created, authorize the products for use by releasing the products to individual legal entities.</div>
</li>
<li><div style="text-align: justify;">
When you have defined a product master in Product information management, you can create product variants manually or you can use configuration technologies such as the Product Builder and the Product configurator to configure the product variants.</div>
</li>
<li><div style="text-align: justify;">
You can also use the Product models form to build product models and attach item numbers to the product models.</div>
</li>
</ol>
<h2 style="text-align: justify;">
Master planning</h2>
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Use Master planning to perform the following business processes in Dynamics AX 2012:</div>
<ul>
<li><div style="text-align: justify;">
Run forecast scheduling to calculate gross requirements for forecasted demand.</div>
</li>
<li><div style="text-align: justify;">
Run master scheduling to calculate net requirements for items to fulfill actual demand.</div>
</li>
<li><div style="text-align: justify;">
You can process the action messages and futures messages that are generated during master scheduling. You can use this information to modify planned orders.</div>
</li>
<li><div style="text-align: justify;">
You can process planned orders and kanbans.</div>
</li>
</ul>
<h2 style="text-align: justify;">
Project management and accounting</h2>
<div style="text-align: justify;">
With Dynamics AX 2012, the following can be accomplished in Project Accounting:</div>
<ol>
<li><div style="text-align: justify;">
Customer-focused projects can be set up on a time and materials or fixed-price basis.</div>
</li>
<li><div style="text-align: justify;">
You can also use the module to manage costs for internal and investment projects.</div>
</li>
<li><div style="text-align: justify;">
You can create project quotations that can be converted to projects. For flexible project planning, you can integrate the project management and accounting module with Microsoft Project Server.</div>
</li>
<li><div style="text-align: justify;">
You can create and monitor project budgets for cost control.</div>
</li>
<li><div style="text-align: justify;">
You can create service industry-focused projects that consist primarily of worker services by drawing on features such as contract management, quotations, budgeting, project policies, project parameters, and categories.</div>
</li>
</ol>
<h2 style="text-align: justify;">
Inventory and warehouse management</h2>
<ol>
<li><div style="text-align: justify;">
Use Inventory and warehouse management for inbound and outbound operations, quality assurance, warehouse activities, and inventory control.</div>
</li>
<li><div style="text-align: justify;">
Keep track of expected items and you can use arrival journals to register receipts.</div>
</li>
<li><div style="text-align: justify;">
You can set up quality inspection and quarantine of products as an automated process by using quality associations or you can manually set products on hold in various stages of the order process cycle.</div>
</li>
<li><div style="text-align: justify;">
Process shipments for complete orders, parts of orders or a consolidation of multiple orders and create picking routes or pallet transports based on the contents of the shipment. You can use picking lists and output orders to ship items to production or to the distribution channels.</div>
</li>
</ol>
<h2 style="text-align: justify;">
Sales and Marketing</h2>
<ol>
<li><div style="text-align: justify;">
Use Sales and marketing to focus on sales personnel, and the sales organization.</div>
</li>
<li><div style="text-align: justify;">
The main focus is direct, person-to-person contact with customers. Sales and marketing also makes it easy for a salesperson to create quotations, create and follow up on marketing initiatives, and report on the activities and sales of workers and customer</div>
</li>
<li><div style="text-align: justify;">
Obtain selected customer data through Enterprise Portal for Microsoft Dynamics AX 2012.</div>
</li>
</ol>
<h2 style="text-align: justify;">
Production control</h2>
<div style="text-align: justify;">
Use Production control to manage and track production activities. These activities include the following:</div>
<ul>
<li><div style="text-align: justify;">
Schedule production</div>
</li>
<li><div style="text-align: justify;">
Track material and route consumption</div>
</li>
<li><div style="text-align: justify;">
Register production feedback</div>
</li>
<li><div style="text-align: justify;">
Track inventory transactions</div>
</li>
<li><div style="text-align: justify;">
Track production costs</div>
</li>
</ul>
<div style="text-align: justify;">
Production control functionality is a key component in mixed mode manufacturing. Production control provides the opportunity to manage your production activities by using multiple methods. These methods include using the following:</div>
<ul>
<li><div style="text-align: justify;">
Production orders</div>
</li>
<li><div style="text-align: justify;">
Kanbans for lean manufacturing</div>
</li>
<li><div style="text-align: justify;">
Batch orders for process industries .</div>
</li>
</ul>
<h2 style="text-align: justify;">
Service management</h2>
<ol>
<li><div style="text-align: justify;">
Service agreements and service subscriptions, service orders and customer inquiries can be managed within Dynamics AX 2012 service management. Also manage and analyze the delivery of services to customers.</div>
</li>
<li><div style="text-align: justify;">
Customers can submit service requests through the Internet by using the Enterprise Portal which can then be received, processed and dispatch those requests.</div>
</li>
<li><div style="text-align: justify;">
Use the reporting tools to monitor service order margins and subscription transactions, and print work descriptions and work receipts.</div>
</li>
</ol>
Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.com0tag:blogger.com,1999:blog-8754801996591026417.post-52305767216901416282012-04-02T01:58:00.000+04:002013-01-07T01:58:48.263+04:00Analytical Accounting Transaction Dimension code lookup error<div style="text-align: justify;">
I was confronted with a strange Analytical Accounting error in one environment where Microsoft Dynamics GP 2010 with service pack 2 is deployed. Except for "sa" user, the rest of the users get an error whenever they try to open the dimension code lookup window. No results are displayed into the Dimension code.</div>
<div style="text-align: justify;">
The error is "<span data-mce-style="text-decoration: underline;" style="text-decoration: underline;"><strong>cannot drop the table</strong></span> '<span data-mce-style="text-decoration: underline;" style="text-decoration: underline;"><em><strong>##Validate TrxDimRelUser.CDB'</strong></em></span>" where User is to be replaced by the user name and CDB is the comany database ID. There is no issue with the dimension relationships and user security is also taken enough care to be setup properly.</div>
<div style="text-align: justify;">
I tried the service pack 3 to see if I can be lucky on this one. Yes, It did resolve the issue and the users could access the dimension code lookup window as normal.</div>
<br />
<br />
<div style="text-align: center;">
<a data-mce-href="http://dynamicsblogger.com/wp-content/uploads/2012/10/AA-Error.jpg" href="http://dynamicsblogger.com/wp-content/uploads/2012/10/AA-Error.jpg"><img alt="" class="size-full wp-image-4882 aligncenter" data-mce-src="http://dynamicsblogger.com/wp-content/uploads/2012/10/AA-Error.jpg" src="http://dynamicsblogger.com/wp-content/uploads/2012/10/AA-Error.jpg" title="AA Error" /></a></div>
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Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.com0tag:blogger.com,1999:blog-8754801996591026417.post-2665393885778457822012-02-29T23:21:00.001+04:002012-02-29T23:21:18.034+04:00GP2010 Upgrade Error<p>The GP2010 upgrade from Dynamics GP 10 (SP4 >> 10.0.1368 Build) failed during tables update in a recent upgrade process. The upgrade was failing while updating the following tables. </p> <p>1. GL10110<br>2. GL10111<br>3. GL70500<br>4. GL70501</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqnFqbXlSdOPLJ9PJLKje9Gd-JFu19IFHjLQJsrdfwYlv3oP_sJY8O9MYjR_455WQJawWNr758i89YevA3qPIN1SxyD18RNoTByNWFGI-tgktPAenNbf0GNpFLZCjtaokRpOcWJ9H3ATw2/s1600-h/1070.ER01.jpg-550x0%25255B8%25255D.jpg"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="1070.ER01.jpg-550x0" border="0" alt="1070.ER01.jpg-550x0" src="http://lh5.ggpht.com/-cz75fWAHmUE/T056q0ejcQI/AAAAAAAAA6U/2RjHLxWh4EA/1070.ER01.jpg-550x0_thumb%25255B4%25255D.jpg?imgmax=800" width="404" height="272"></a></p> <p>This issue is resolved in the following manner</p> <p>1. As soon as the upgrade fails with the above errors, Drop each of the tables above by going to SQL using DROP Table statement</p> <p>2. Continue the upgrade</p> <p>3. When the upgrade comes to the stage of creating views, it fails again because it cannot find these tables based on which certain views are to be created</p> <p>4. Close the Dynamics GP utilities. </p> <p>5. You can copy the Create Table scripts from any running GP2010 version for the above tables and create these tables in the current company. If you cannot do that, no issues. Find the download option here for the 4 tables. Just execute the scripts against the company database. </p> <p><a title="http://www.box.com/s/3v5rmd7v7epc9fyvgto9" href="http://www.box.com/s/3v5rmd7v7epc9fyvgto9">http://www.box.com/s/3v5rmd7v7epc9fyvgto9</a></p> <p><a title="http://www.box.com/s/hi5sjpntiecfdgru4u7g" href="http://www.box.com/s/hi5sjpntiecfdgru4u7g">http://www.box.com/s/hi5sjpntiecfdgru4u7g</a></p> <p><a title="http://www.box.com/s/5guoo3n69x89li9bxvqa" href="http://www.box.com/s/5guoo3n69x89li9bxvqa">http://www.box.com/s/5guoo3n69x89li9bxvqa</a></p> <p><a title="http://www.box.com/s/753yne2h9dfvrprv3hkt" href="http://www.box.com/s/753yne2h9dfvrprv3hkt">http://www.box.com/s/753yne2h9dfvrprv3hkt</a></p> <p>6. After creating the tables, Launch the Utilities again. </p> <p>7. The Upgrade should go just fine this time. </p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-85341855876424279262012-02-25T20:44:00.001+04:002012-02-25T20:44:09.434+04:00Service Call Management Process Chart<p>A sample service Call Management process chart is provided below</p> <p><a href="http://lh6.ggpht.com/-LtHw3CJNGbA/T0kP0Xu3vQI/AAAAAAAAA58/ZEp4T4sJOkA/s1600-h/Service%252520call%252520process1%25255B6%25255D.jpg"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="Service call process1" border="0" alt="Service call process1" src="http://lh4.ggpht.com/-gJ2IFXAgz80/T0kP1tEcd0I/AAAAAAAAA6E/RZmfDU68onE/Service%252520call%252520process1_thumb%25255B4%25255D.jpg?imgmax=800" width="581" height="484" /></a></p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-78903196828476874712011-08-12T18:27:00.001+04:002011-08-12T18:27:52.137+04:00ISV participation in Microsoft Dynamics Community<p align="justify">For those who doesn’t know what an ISV is, ISV stands for Independent Software Vendor that makes and sells software products which is added to platforms. Dynamics GP ISVs’ develop and sell extended applications to existing functionality of Dynamics GP or build industry verticals on Dynamics GP. In this article, I focus on the level of Dynamics GP ISVs’participation in Dynamics community and why it is required. </p> <p align="justify">Let me go back to a couple of my implementation experiences. Way back, I implemented Dynamics GP Financials for a client which is a large money exchange house. Their primary requirement to have Dynamics GP in house is to conduct an efficient automated bank reconciliation besides other core requirements which are not required for this example. I found the various bank reconciliation solutions offered by the standard Dynamics GP out of the box doesn’t fit well to this client as the client records the bank entries at the General ledger only. So I needed the functionality that can reconcile GL with bank statement and the ability to import even complex bank statements like the SWIFT statements. The implementation budget doesn’t support to have us build an application for this and it is time consuming too. I found one product from Nolan Computers after rigorous and tireless search which exactly does this. we could procure this product at a very reasonable cost and the client is happy. What did we understand in the whole example?  An Implementation that could have been a disappointment for the client or that could have been an expensive affair for the client was totally avoided by utilizing a readily available ISV solution. Similar is the case when a Property Management requirement for a real estate giant was handled successfully by making use of Binary Stream Property Management solution. </p> <p align="justify">Can You believe there are thousands of ISV made solutions available exclusively for Dynamics GP but not known to many? In earlier days, these solutions were listed in Microsoft Solution Finder later replaced by <a href="http://pinpoint.microsoft.com/en-US/Default.aspx" target="_blank">Microsoft PinPoint</a>. One can go this site and quickly search for applications specific to the product and get several solutions that can be readily fit to your requirement. </p> <p align="justify">Identifying the right solution is the primary responsibility of the Implementation partner by conducting appropriate testing and reviews, suggesting the client with the cost benefits through a comparison chart of development Vs. these third party products. So what factors govern a third party ISV to be a right solution? I’d look at the solution compatibility levels followed by the ISV credibility first in terms of the number of years they are into this market to justify their dedication and more number of customer references. Secondly, I’d look at the cost advantage by comparing similar solutions of different ISVs’ versus an in house development. Thirdly, I’d look at the recurring costs in terms of Enhancements and other support related costs. </p> <p align="justify">Now, the question of the ISV responsibility comes in . What do we do if we innovate or develop something? We try to market the solution to the best of our abilities in order to let everyone know about it in the first place. Once an ISV develops and gets their product certified by Microsoft, It becomes it’s sole responsibility to actively market the product by an effective marketing strategy. Part of an effective marketing strategy is to identify your target audience. In Microsoft Dynamics, Where else can the target audience be other than the one stop shop of Microsoft Dynamics Community? I ask the ISVs’, Are you making use of this wonderful Microsoft Dynamics Community and if Yes, then to what extent? Are you making use of several hundred blogs dedicated to Microsoft Dynamics  seeking to write product reviews by first providing them with your demo solution? Are you making use of those hundreds of Social Media communities like LinkedIn to populate your products for discussion and debate? This exercise is not just meant to market your product for maximizing gains through fast sell but in order to create the desired cognizance in Microsoft Dynamics Community that a solution like this exists first of all. I’m not here to judge the participation levels individually but in general, I wonder to what extent? May be I’m ignorant on this so some one can very much enlighten me if I’m wrong. </p> <p align="justify">In effect, When I as a partner or as a client is looking for a solution specific to my need of the hour and I could easily find that solution in the community library. Today, Information flow is so diversified that one article posted on one site travels to hundreds of other sites, thanks to Social Media. </p> <p align="justify">Bottom line is that there is an urge for the Dynamics ISV’s to improvise their levels of participation in Dynamics Community and become more closer to the community thereby helping the community find suitable solutions so that they can in turn avoid reengineering costs for a solution that is already developed elsewhere. </p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-74339212559628726922011-08-11T01:36:00.001+04:002011-08-11T01:36:21.134+04:00Integration Manager hangs in GP2010–IV Resolved<p align="justify">This is the last post in this series of Integration Manager error in GP 2010 that started occurring since last week. The culprit was the Microsoft Connect gadget that caused this issue. It seems the slide causing this issue has been removed yesterday and the connect service has been restored which was having issues earlier. </p> <p align="justify">For more information, Visit Mariano’s blog who has provided the first hand information about the error. </p> <h5 align="left"><a href="http://dynamicsgpblogster.blogspot.com/2011/08/integration-manager-for-microsoft_09.html"><font size="3">Integration Manager for Microsoft Dynamics GP 2010 hangs when running an integration - Follow up</font></a></h5> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-57431246080751707092011-08-11T00:46:00.001+04:002011-08-11T00:46:18.665+04:00Multicurrency Support in Project Accounting<p align="justify">Multicurrency is one important area and understanding it’s treatment in Project Accounting module of Dynamics GP is essential for a successful PA Implementation. </p> <ol> <li> <div align="justify">Multicurrency is assigned in Billing currency ID in PA</div> </li> <li> <div align="justify">Originating currency is assigned for the contract first for it to be assigned to all projects under the contract. Later, the same currency is rolled on to projects.</div> </li> <li> <div align="justify">Currency for the contract and the currency for any or all of the projects under the contract cannot be different. Example: If Currency for Contract A is USD, Currency for Project A1 under contract A cannot be assigned to CAD and instead uses USD. </div> </li> <li> <div align="justify">Change orders are not supported by Multicurrency. In other words, change order tracking will be disabled if an originating currency other than functional currency is used in Contract as well as Project. </div> </li> <li> <div align="justify">Profit Types of Billing Rate and None are the only profit types that can be used on Multicurrency billing projects in PA Budgets. </div> </li> <li> <div align="justify">Multicurrency can be used with Time & Materials projects that use When Performed or When Billed accounting methods and Fixed price projects only. However, as mentioned in Point 5 above, cost categories with profit types Billing rate and None shall be used and other profit types are outside the support. </div> </li> <li> <div align="justify">Cost Plus projects are not supported by Multicurrency projects.</div> </li> <li> <div align="justify">Purchases/Material Transaction Type in Cost Categories with Inventory Items marked cannot be used on Multicurrency Projects. So, In effect, If we have a T&M Project with Billing rate profit type but has Inventory materials to be estimated and consumed for a project, the multicurrency cannot be used. </div> </li> <li> <div align="justify">Fee amounts can be entered in Multicurrency only if the Fee Amount is used as a calculation method. In other words, % Baseline cost or % of Baseline revenues cannot used.</div> </li> <li> <div align="justify">Billing shall be processed only in Billing currency ID and it cannot be even billed in functional currency if Multicurrency is used. Example: Billing currency ID is AUD. Functional Currency is USD. A Bill cannot be generated in USD but should be in AUD only. </div> </li> <li> <div align="justify">If functional currency is assigned to Billing currency ID, however, the billing can be generated in both functional currency or any other currency. </div> </li> <li> <div align="justify">Exchange rates can vary between Actual cost transactions and Billing. So, If actual cost is posted as AUD10000 @ 1.20 currency factor in functional currency USD, the total cost is $12000. At the time of billing, if the exchange rate is @ 1.50, the total cost becomes $15000. Difference of $3000 is posted to Unbilled Revenue and Unbilled AR accounts. </div> </li> <li> <div align="justify">Actual Cost transactions can be posted in any currency irrespective of the currency assigned for the project. For example, If AUD is assigned as Billing currency and Functional currency is USD, then I can use AUD, USD or even CAD. </div> </li> <li> <div align="justify">The Project status also affects how the Multicurrency is treated in PA. If the project status is Estimate, then the PA Baseline Exchange rate is used and if the project status is Open, then PA Forecast Exchange Rate is used. This rate can be assigned by accessing these windows by clicking little arrow next to Billing currency ID in PA Maintenance window. Based on the Project status, the window displayed would either be of Baseline or Forecast. </div> </li> <li> <div align="justify">The billing amount would not change if the exchange rate changes instead the difference will be adjusted in functional amount thereby passing the risk to project budgeted costs. </div> </li> </ol> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-60914086670521324332011-08-10T02:27:00.001+04:002011-08-10T02:27:48.380+04:00Integration Manager hangs in GP 2010: III<p align="justify">Well. Someone looking at the title of the post can sense how important this topic seems to be. This is the third post in a row on the same topic. In fact this became a hot topic on community. It is worth to mention here that I’m receiving significant traffic from Google and Bing search specific to this error for the past 2 days. In the other two posts, I have covered generic troubleshooting segments for the error. </p> <p align="justify">Some latest information is pouring into the community about this error that this behavior is due to a Microsoft .Net framework  update. IM is now designated as Hot topic by Microsoft which started occurring early last week. Complete information is available on this hot topic following the link here</p> <h3><font size="3"><a href="https://mbs.microsoft.com/Cms/Templates/document/General.aspx?NRMODE=Published&NRNODEGUID={318BF511-D1C0-4D68-B01D-FC695AD82498}&NRORIGINALURL=/partnersource/support/selfsupport/hottopics/MDGP2010_IMhangIssue&NRCACHEHINT=Guest&wa=wsignin1.0" target="_blank">Integration Manager for Microsoft Dynamics GP 2010 is Unresponsive at the Beginning or End of an Integration</a> </font></h3> <p>The above link requires customer source login. </p> <p>More information is available on Mariano Gomez Blog link<strong><font size="3"> </font></strong><a href="http://dynamicsgpblogster.blogspot.com/2011/08/integration-manager-for-microsoft.html" target="_blank"><strong><font size="3">here</font></strong></a>. Thanks to Mariano for providing this information. </p> <p>Read the other two series of articles about this error, Click below</p> <ul> <li><a href="http://janakirammp.blogspot.com/2011/07/integration-manager-crashes.html">Integration Manager crashes </a></li> <li><a href="http://janakirammp.blogspot.com/2011/08/integration-manager-crashes-ii.html">Integration Manager crashes – II </a></li> </ul> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-31207207933374074982011-08-09T02:53:00.001+04:002011-08-09T02:55:41.710+04:00Partner Point: A proactive approach MUST<p align="justify">Here we are talking about Dynamics GP in specific, but this is applicable to other products as well. Our job doesn’t end with just installing and deploying the solution out there. In fact, Our job as the most trusted partner would just start from there. We cannot expect the customers to constantly follow up on the latest software updates rolling down for their use because they expect they are in safe hands just like how You’d relax once you hand over your tax documents to your CPA. Microsoft on its part tries to send E-mail updates to the customers but how many of them would pay attention to these updates unless the partner approach them on a rather personalized basis explaining the benefits. </p> <p align="justify">I’ll illustrate the above with an example. We know Analytical Accounting has some critical updates pending in earlier versions of GP and these were made available in GP 10 SP4. As a partner, It becomes our obligation to take this update to the customers, whether they take your advice or not is different. It happens such that when the customer reports an issue on the AA only when the partner suggests them to update the application to SP4. As trusted partner to Microsoft and the customer, We act as a bridge between the former and latter and this comes with a great responsibility. </p> <p align="justify">It also becomes our responsibility to test the service packs or feature packs before deploying or suggesting the customer to upgrade the same. In some instances, We get requests from the customers asking us to upgrade to a specific service pack which is when it becomes important to help them understand the pros and cons of the upgrade rather than doing a blind upgrade. </p> <p align="justify">Several Implementations have gone for a toss not for a poor implementation or a weak partner but lack of proper after implementation (sales) support the customers. In my Implementation experience, I observe the end users in some implementations who are expected to pay utmost seriousness in the training sessions during implementation phase fail to do that due to their other daily routines and they realize the importance of this exercise after the system goes live. Again, As an implementer, It is my job to ensure the end users are properly trained to use the application but still there will be gaps that are unavoidable which can only be filled up with an efficient and disciplined after implementation support. </p> <p align="justify">If we change our subject more specific to GP2010, there is a need to evaluate how far and what approaches are adopted by the partners to create a full fledged awareness among their customers on the end benefits that arise out of this upgrade. Shall we do some webcasts or Shall we send some E-mail campaigns circulating what’s new presentations and documents, thanks to Microsoft for their quality of the ready to use campaigns or shall we conduct some workshops with the customers, these are the strategies that we need to put on table. Here comes the necessity to align the business goals with Customer satisfaction. </p> <p align="justify">Specific to GP2010, Partners need to educate the customers about the application benefits that accrue to them by utilizing functionalities like SQL Server Reporting services, Business Analyzer, Dynamics GP Workflows, Analysis Cubes and Pivot table reports, Extender, Navigation List Builder, Word Templates, Drill Down Builder, Office Integration so on because most of these cool features are largely under utilized. If there are customers with regulatory compliance norms, they’d love to utilize Electronic signatures workflows which aren’t available as a feature in earlier versions. Just doing an upgrade without rolling these features would make the customer wonder why am I doing this? </p> <p align="justify">We’re glad to have lots and lots of resources spread across Microsoft Dynamics community and Partner source that make the life easier even for a start up partner to gear up to the ultimate objective of winning the customer satisfaction. </p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-27857497026738068652011-08-08T05:35:00.001+04:002011-08-09T12:55:17.032+04:00Integration Manager crashes - II<p align="justify">This article is a continuation of another article <a href="http://janakirammp.blogspot.com/2011/07/integration-manager-crashes.html" target="_blank">Integration Manager crashes</a> published in July. I observed that the Integration Manager is hanging specially in GP2010 even in normal GP client. The behavior is such that after running an integration, the Dynamics GP screen fails to open up and dynamics.exe continue to be seen as active under processes in Windows Task Manager. Killing this process serves no good. </p> <p align="justify"><strong>Possible Resolutions</strong></p> <p align="justify">1. I cannot be specific on the resolution as I have not personally experienced the error so far.</p> <p align="justify">2. When we upgrade GP2010, GP2010 is installed as a separate instance and GP10 instance continue to exist and so is the case with Integration Manager for GP10. </p> <p align="justify">3. In some cases, this IM instance is left installed and the same instance will be used to run the integrations on GP2010. This can lead to errors. Always ensure latest IM is installed with the required service packs.</p> <p align="justify">4. It is recommended to uninstall GP10 and old IM instances from the computer completely before installing GP2010 and IM 11. </p> <p align="justify">5. Another common error that we commit is to ignore converting(upgrading) the IM database from old database. Whenever we install a fresh instance of IM, it is required that the database is converted if the same integrations are required in the new one. To convert the database, Go to Tools >> Convert Database. Click Select Database and select the source database (old) and click Convert. Do not forget to copy the old database from old IM instance to this new instance before doing this exercise. </p> <p align="justify">6. Do a Repair on the IM. </p> <p align="justify"><strong>Update: (09-AUG-11)</strong> </p> <p align="justify">Waqas has posted nice resolution to some of the Integration Manager errors that were encountered at the client machine for GP2010. </p> <p align="justify"><strong><font size="2">“The destination could not be initialized due to the following problem: ActiveX component can't create object”</font></strong></p> <p align="justify"><strong><font size="2">“The destination could not be initialized due to the following problem:  Cannot create Active X Component.  Cannon create Active X Component”</font></strong></p> <p align="justify"><strong><font size="2">“The RPC Server is unavailable “</font></strong> </p> <p align="justify">Resolution can be adopted from his blog directly here. </p> <p align="justify"><a title="http://waqasb.blogspot.com/2011/08/dynamics-gp-2010-integration-manager-11.html" href="http://waqasb.blogspot.com/2011/08/dynamics-gp-2010-integration-manager-11.html">http://waqasb.blogspot.com/2011/08/dynamics-gp-2010-integration-manager-11.html</a></p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-32540229293532787562011-08-08T03:57:00.001+04:002011-08-08T04:02:02.115+04:00Join Me on Google +<p align="justify"><a href="https://plus.google.com/_/notifications/ngemlink?path=%2F%3Fgpinv%3DIHOfkkdTHiw%3A0uvmOzxRMC0" target="_blank"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="google_plus" border="0" alt="google_plus" src="http://lh5.ggpht.com/-7A086wFn4Ig/Tj8neb_YLQI/AAAAAAAAA1w/dwvm5GMQsvQ/google_plus%25255B5%25255D.png?imgmax=800" width="200" height="200" /></a>Google + is yet another tool for collaboration and an innovative platform in Social networking space. I liked the idea behind Google + though I disliked both Google Buzz and Google Wave. Having said that, Google + has a long way to go and it is still a just born but growing faster. I created a comparison chart of Google + and Facebook with my knowledge and understanding on both tools. it is for you to review and let me know if you find any mistakes in the chart or any additions. For those who aren’t aware of what Google + is all about, this comparison chart can be a starter as almost everyone knows how Facebook works. </p> <p><strong><u>Comparison Chart of Facebook and Google +</u></strong></p> <table border="1" cellspacing="0" cellpadding="2" width="575"><tbody> <tr> <td valign="top" width="54"><font size="2">SNo</font></td> <td valign="top" width="299"><strong><font size="2">Facebook</font></strong></td> <td valign="top" width="220"><strong><font size="2">Google +</font></strong></td> </tr> <tr> <td valign="top" width="54"><font size="2">1</font></td> <td valign="top" width="299"><font size="2">Lists</font></td> <td valign="top" width="220"><font size="2">Circles</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">2</font></td> <td valign="top" width="299"><font size="2">Friends</font></td> <td valign="top" width="220"><font size="2">Friends</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">3</font></td> <td valign="top" width="299"><font size="2">Facebook Chat</font></td> <td valign="top" width="220"><font size="2">Google Talk</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">4</font></td> <td valign="top" width="299"><font size="2">Facebook Video Chat</font></td> <td valign="top" width="220"><font size="2">Google Video Talk</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">5</font></td> <td valign="top" width="299"><font size="2">List based Video Calls (groups)</font></td> <td valign="top" width="220"><font size="2">Hangout with Circles or specific Invitees </font></td> </tr> <tr> <td valign="top" width="54"><font size="2">6</font></td> <td valign="top" width="299"><font size="2">Assigning Lists to friends little complex</font></td> <td valign="top" width="220"><font size="2">Drag & Drop</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">7</font></td> <td valign="top" width="299"><font size="2">Facebook Wall</font></td> <td valign="top" width="220"><font size="2">Stream</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">8</font></td> <td valign="top" width="299"><font size="2">Privacy of Posts little complex to assign to specific lists</font></td> <td valign="top" width="220"><font size="2">very easy to select</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">9</font></td> <td valign="top" width="299"><font size="2">Apps Integration – Strong</font></td> <td valign="top" width="220"><font size="2">Not Much</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">10</font></td> <td valign="top" width="299"><font size="2">Sharing Options – Too Many</font></td> <td valign="top" width="220"><font size="2">Very Limited</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">11</font></td> <td valign="top" width="299"><font size="2">Auto Post to Twitter or Vice Versa – Easy with existing Apps</font></td> <td valign="top" width="220"><font size="2">Not Yet Available but A workaround is available</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">12</font></td> <td valign="top" width="299"><font size="2">Facebook pages </font></td> <td valign="top" width="220"><font size="2">No Pages</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">13</font></td> <td valign="top" width="299"><font size="2">Facebook Groups</font></td> <td valign="top" width="220"><font size="2">No Groups though Google Groups exist but yet to be integrated to Google +</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">14</font></td> <td valign="top" width="299"><font size="2">Facebook E-Mail</font></td> <td valign="top" width="220"><font size="2">Gmail</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">15</font></td> <td valign="top" width="299"><font size="2">Facebook Notifications</font></td> <td valign="top" width="220"><font size="2">Google + Notifications</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">16</font></td> <td valign="top" width="299"><font size="2">Facebook Photos</font></td> <td valign="top" width="220"><font size="2">Picasa Albums Integrated with Google +</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">17</font></td> <td valign="top" width="299"><font size="2">Facebook Apps for Mobile</font></td> <td valign="top" width="220"><font size="2">Google + official App for Android</font></td> </tr> <tr> <td valign="top" width="54"><font size="2">18</font></td> <td valign="top" width="299"><font size="2">Upload and Share Videos</font></td> <td valign="top" width="260"><font size="2">Upload and Share Videos</font></td> </tr> </tbody></table> <p align="justify"><font size="2">Remember that Google+ is still in Beta stage so the above comparison will change over time. </font></p> <p align="justify">Among all, I liked the Hangout feature in Google + that I feel can be effectively utilized for business collaboration. How I’m using it professionally besides personal use. In Google + I created various circles like Family, Friends, Colleagues so on. Apart from these personalized circles, I created circle called Dynamics GP where I intend to add all my Dynamics GP community contacts in one space so that I can share GP related updates with the community. </p> <p align="justify">Here is the invitation to join me on Google +. If You wish to sign up for Google +, You can just follow this link. </p> <p align="justify"><a href="https://plus.google.com/_/notifications/ngemlink?path=%2F%3Fgpinv%3DIHOfkkdTHiw%3A0uvmOzxRMC0" target="_blank"><strong><u>Google + Invite</u></strong></a></p> <p align="justify">For regular Microsoft Dynamics updates, Follow <a href="http://twitter.com/dynamicsblogger" target="_blank"><strong><u>@DynamicsBlogger</u></strong></a> on Twitter.</p> <p align="justify">See You on Google +. </p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-49797143392071872352011-08-08T00:53:00.001+04:002011-08-08T00:53:40.390+04:00How to Un-Receive Items in GP2010: Video Tutorial<p align="justify">I’ve written an article titled <a href="http://janakirammp.blogspot.com/2011/08/purchase-returns-treatment-enhancements.html" target="_blank">Purchase Returns Treatment Enhancements in GP 2010</a> that describes several scenarios of making purchase returns in Dynamics GP2010. This article is further strengthened by adding a video tutorial on one of the scenarios explained in the article. I’ve just started creating videos so don’t expect much out of it as I’m still learning but enjoying this new found hobby. </p> <p align="justify"><strong>Watch the Video here below (For better quality view in 720p HD)</strong></p> <div style="padding-bottom: 0px; padding-left: 0px; width: 448px; padding-right: 0px; display: block; float: none; margin-left: auto; margin-right: auto; padding-top: 0px" id="scid:5737277B-5D6D-4f48-ABFC-DD9C333F4C5D:0b1acc8f-39aa-4e94-b5df-77d5aa1b65cc" class="wlWriterEditableSmartContent"><div id="b364f473-cacf-4349-9d15-d000bf108363" style="margin: 0px; padding: 0px; display: inline;"><div><a href="http://www.youtube.com/watch?v=nBhqXihrvFo&feature=youtube_gdata_player" target="_new"><img src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7c7KlnRfMw9IPXmHekC1U998qTDxPMjC-5a6zsKYL2hQ0GkudRuve11Q8I-bDS8FN0pGk5wqrtwjSOG79nei4CxE_0PbjWm8PGZ4iKYo0qMfER21oK7t7fV1AE2_EIe4PPoRK3MZnBHCF/?imgmax=800" style="border-style: none" galleryimg="no" onload="var downlevelDiv = document.getElementById('b364f473-cacf-4349-9d15-d000bf108363'); downlevelDiv.innerHTML = "<div><object width=\"448\" height=\"336\"><param name=\"movie\" value=\"http://www.youtube.com/v/nBhqXihrvFo?hl=en&hd=1\"><\/param><embed src=\"http://www.youtube.com/v/nBhqXihrvFo?hl=en&hd=1\" type=\"application/x-shockwave-flash\" width=\"448\" height=\"336\"><\/embed><\/object><\/div>";" alt=""></a></div></div><div style="width:448px;clear:both;font-size:.8em">Un-Receive Items in GP2010</div></div> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-26165370402991958902011-08-06T15:50:00.001+04:002011-08-06T15:50:54.631+04:00Edit PO Status Enhancement in GP2010<p>In my earlier article I discussed the <a href="http://janakirammp.blogspot.com/2011/08/purchase-returns-treatment-enhancements.html">Purchase Returns Treatment Enhancements in GP 2010.</a> In line with this article, I’m showing another enhancement to Edit Purchase orders window. Compare the screens for yourself with the changes</p> <p><strong>In GP 10</strong></p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7qmO86P4LbenCyjScI72c_lMOzaiLOsbElBldyhyphenhyphenWmR-8PV9zK0eV8v2J8fVG3OTZLwSBU0ibM2DdAdBApLAhonbxUTKwl09dxNLMB11Rufc6RNrr_SDOf5iSSPNNwjuG8CmNwmNQT9FR/s1600-h/Edit%252520PO1%25255B4%25255D.jpg"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: block; float: none; margin-left: auto; border-top: 0px; margin-right: auto; border-right: 0px; padding-top: 0px" title="Edit PO1" border="0" alt="Edit PO1" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHedo7qoKJM3_soaVw3fyW6asa7CvKNReEP3YaqxsyS2smpBbDzlJ7lM8DoGLPHqLWTTYfEQJmaABnVZ10v9gz79r_mNS2roYEcYgiIKOLwpTgRwyQSoSNZAXgIfyaKWqtme7yroXmyUPT/?imgmax=800" width="404" height="322" /></a></p> <p><strong>In GP2010</strong></p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7vowrV3nNmvjUS6iVB18S5FEhpRl3HK0SmBexU-RVfvwTtCQeGFJkMOjEsfYZBgLEF8vwZfoyfzviZrnUe1y_Ir59f4XCoi8MoPfwEjaOyH9ZMl0Wz6mro6z0Ut-gTW8xARjAwg7lGGtb/s1600-h/Edit%252520PO2%25255B4%25255D.jpg"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: block; float: none; margin-left: auto; border-top: 0px; margin-right: auto; border-right: 0px; padding-top: 0px" title="Edit PO2" border="0" alt="Edit PO2" src="http://lh4.ggpht.com/-hp9BSqcKrw4/Tj0qeWchtSI/AAAAAAAAA1o/QS36L-myJKU/Edit%252520PO2_thumb%25255B2%25255D.jpg?imgmax=800" width="404" height="322" /></a></p> <p align="justify">In GP2010, Quantity replaced field is added which wasn’t available in GP10. The Quantity replaced field works in conjunction with the Returns Transaction Entry marked with Replace Returned Goods option.</p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.comtag:blogger.com,1999:blog-8754801996591026417.post-79062062906173250512011-08-06T15:06:00.001+04:002011-08-06T15:06:42.780+04:00Purchase Returns Treatment Enhancements in GP 2010<p align="justify">In GP2010, there are a couple of enhancements made to Returns Transaction processing in Purchase order processing module. These enhancements are </p> <p align="justify">1. Option to mark Replace returned goods <br />2. Option to mark Invoice expected for returned goods. </p> <p align="justify"><a href="http://lh4.ggpht.com/-_xnLGmU7DDQ/Tj0gPLpGnEI/AAAAAAAAA1U/EC-Xm6H7YTc/s1600-h/Returns%25255B4%25255D.jpg"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: block; float: none; border-top-width: 0px; border-bottom-width: 0px; margin-left: auto; border-left-width: 0px; margin-right: auto; padding-top: 0px" title="Returns" border="0" alt="Returns" src="http://lh6.ggpht.com/-hApMfEgPQPo/Tj0gQJ38raI/AAAAAAAAA1Y/OIkdESgGya8/Returns_thumb%25255B2%25255D.jpg?imgmax=800" width="404" height="110" /></a></p> <p align="justify">Let us see how these options would affect the order processing. </p> <div align="justify"> <table border="1" cellspacing="0" cellpadding="2" width="602"><tbody> <tr> <td valign="top" width="137"> <p><font size="2"><strong>Options</strong></font></p> </td> <td valign="top" width="255"> <p><font size="2"><strong>When to use</strong></font></p> </td> <td valign="top" width="208"> <p><font size="2"><strong>Results</strong></font></p> </td> </tr> <tr> <td valign="top" width="137"> <p><font size="2">Replace Returned Goods and </font><font size="2">Invoice Expected for Returned </font><font size="2">Goods</font></p> </td> <td valign="top" width="255"> <p><font size="2">1. When you want to replace the returned goods, using the original purchase order. <br /></font><font size="2">2. When you have yet to process the </font><font size="2">invoice for the original goods. When you want to process an invoice for all of the original quantity of goods received (even though you have returned some of them).</font></p> </td> <td valign="top" width="208"> <p><font size="2">1.Returned goods are </font><font size="2">replaced. </font><font size="2">The same purchase order is </font><font size="2">used for the replaced </font><font size="2">goods. <br />2. </font><font size="2">You can process the </font><font size="2">invoice for all of the </font><font size="2">original goods, including </font><font size="2">the goods that will be </font><font size="2">replaced.</font></p> </td> </tr> <tr> <td valign="top" width="137"> <p><font size="2">Replace Returned Goods</font></p> </td> <td valign="top" width="255"> <p><font size="2">1. When you want to replace the returned goods, using the original purchase order. <br />2. When you do not expect to receive an invoice for the goods you’re returning, or when you do not expect the invoice to match the original quantity of goods.</font></p> </td> <td valign="top" width="208"> <p><font size="2">1. Returned items are <br />replaced. <br />2. The same purchase order is <br />used for the replaced <br />items.</font></p> </td> </tr> <tr> <td valign="top" width="137"> <p><font size="2">Invoice Expected for Returned Goods</font></p> </td> <td valign="top" width="255"> <p><font size="2">1. When you do not want to replace the returned goods. For example, when you expect a refund or a credit. <br />2. When you want to close the purchase order when the invoice is processed.</font></p> </td> <td valign="top" width="208"> <p><font size="2">1. The credit or refund occurs <br />separately from the <br />original invoice. <br />2. When you process the <br />invoice, the purchase order <br />is automatically closed.</font></p> </td> </tr> <tr> <td valign="top" width="137"> <p><font size="2">Neither option is marked</font></p> </td> <td valign="top" width="255"> <p><font size="2">1. When you do not want to replace the returned goods. For example, when you expect a refund or a credit. <br />2. When you have already processed the invoice, or when you do not expect to receive an invoice from the vendor.</font></p> </td> <td valign="top" width="208"> <p><font size="2">The credit or refund occurs <br />separately from the <br />original invoice.</font></p> </td> </tr> </tbody></table> <table border="1" cellspacing="0" cellpadding="2" width="890"><tbody> <tr><font size="2"></font></tr> </tbody></table> </tr></tbody></table></div> <p align="justify"><strong><u>Example:</u></strong></p> <p align="justify"><strong>Scenario – 1</strong></p> <p align="justify">1. A PO is created for 10 widgets of Item A. PO status is Released.</p> <p align="justify">2. 10 Widgets are received for Item A. Shipment is posted for the 10 widgets with number RCT-0001. PO status is Received. <br /> <br />3. The 10 widgets are found to be defective and agreed by the vendor to replace the items on Original PO itself. A Return Transaction Entry is entered and the option <strong>Replace Returned goods</strong> is marked. The return is posted. PO Status becomes released. </p> <p align="justify">4. Items are replaced and a shipment entry is posted with RCT-0002. PO Status becomes received. <br />5. The invoice is received from the vendor for 10 widgets. Invoice is matched against Shipment in Enter/Match invoices entry. The shipment RCT-0002 is matched against the Invoice. PO Status becomes closed. </p> <p align="justify"><strong>Scenario – 2</strong></p> <p align="justify">1. A PO is created for 10 widgets of Item A. PO status is Released.</p> <p align="justify">2. 10 Widgets are received for Item A. Shipment is posted for the 10 widgets with number RCT-0001. PO status is Received.</p> <p align="justify">3. All 10 widgets are found to be defective and agreed by the vendor to replace the items on Original PO itself but agrees for a refund on the original Invoice for original goods . A Return Transaction Entry is entered with the options <strong>Replace Returned goods</strong> and <strong>Invoice expected for  returned goods</strong>  are marked together. The return is posted. PO Status becomes released.</p> <p align="justify">4. Items are replaced and a shipment entry is posted with RCT-0002. PO Status becomes received.</p> <p align="justify">5. The invoice is received from the vendor for 10 widgets. Invoice is matched against Shipment in Enter/Match invoices entry. The shipment RCT-0001 and RCT-0002 are matched against the Invoice.  PO Status becomes closed. </p> <p align="justify">6. Pass a refund  for the original 10 widgets. </p> <p align="justify"><strong>Scenario -3</strong></p> <p align="justify">1. A PO is created for 10 widgets of Item A. PO status is Released.</p> <p align="justify">2. 10 Widgets are received for Item A. Shipment is posted for the 10 widgets with number RCT-0001. PO status is Received.</p> <p align="justify">3. All 10 widgets are found to be defective but vendor agrees to give a refund for the Invoice. A Return Transaction Entry is entered with the option <strong>Invoice expected for returned goods</strong> marked. The return is posted. PO Status stays received. </p> <p align="justify">4. The invoice is received from the vendor for 10 widgets. Invoice is matched against Shipment in Enter/Match invoices entry. The shipment RCT-0001 is matched against the Invoice. PO Status becomes closed. </p> <p align="justify">5. Pass a refund for the original 10 widgets. </p> <p align="justify"><strong>Scenario –4</strong></p> <p align="justify">1. A PO is created for 10 widgets of Item A. PO status is Released.</p> <p align="justify">2. 10 Widgets are received for Item A. Shipment is posted for the 10 widgets with number RCT-0001. PO status is Received.</p> <p align="justify">3. All 10 widgets are found to be defective and agreed not to replace any items nor invoice for the original items. Neither options are marked. A Return Transaction Entry is posted. PO status becomes closed. </p> <p align="justify">Note: Remember that the above scenarios are not exclusive but inclusive in nature suggesting that there can be several possibilities of how the returns are treated in Dynamics GP and only some scenarios are discussed. </p> Janakhiramhttp://www.blogger.com/profile/04465158187134382030noreply@blogger.com