My 2p about ERP Solutions, Information Worker Solutions and other software products (mainly Microsoft Dynamics AX and Microsoft SharePoint).

31 January 2009

Links List January 2009

I decided to share all my interesting reads and resources month by month with my blog readers. You can find these posts by searching on the label Links. I'll try to order the resources in logical categories. If you would like to see some interesting stuff added in the next month, don't hesitate to post a comment.

So this is my Links post for January 2009.

SharePoint - Design and Customization

 

 

SharePoint - Setup, Upgrade, Administration and Operation

 

  • List Columns Manager: This feature allows site collection administrators to view all the column details such as the internal name, GUID, type, … The feature allows also to switch the column state (from read-only to writable, show in display form/not show, show in edit form/not show, show in new form/not show).

 

Dynamics AX

 

 

Blogging – Blogging Tips

 

  • AdSense Code in Blogger Post Body: describes how to let your Google AdSense ads appear between post title and post body or between post body and post footer.
  • Escape HTML: Parse Google Adsense and anything else for XML Blogger.
  • Daily Inspired: free professional Blogger Template: Excellent Blogger Template provided by Antonio Lupetti. Since this month I’ve converted my blog to this Blogger Template. I’ve customized it a bit to my own needs: if you have questions how I achieved some modifications, feel free to leave a comment here.
  • Selective Expandable posts: This article describes how you can make post summaries on the main page of your blog.


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by Patrik Luca 12 comments

24 January 2009

Cost and Sales Price BOM Calculations

In Dynamics AX 2009, users can run BOM calculations to view the estimated BOM price on all BOM levels and update it on the BOM item.

To be able to run BOM calculations some basic data needs to be set up such as:

  • Calculation Groups
  • Cost Groups
  • Costing Versions

All of this is greatly explained in the Bill of Material in Microsoft Dynamics AX 2009 course in chapter 5.

Running the BOM calculation can be started up from different places, one of them being the item form.

Problem description: Price results of BOM calculations not stored by configuration

I got everything working as it should, except for BOMS with the item dimension configuration enabled. The calculated prices didn’t get stored by configuration although a configuration was entered upon starting the BOM calculation. As such, each time the BOM calculation was executed with another configuration, the previously calculated prices were overwritten.

Running BOM calculation for a specific configuration config. for BOM item BOM.

 

 

Prices are not calculated by configuration nor stored as such when you activate them.

 

 

Solution: configure the BOM item for using combination cost price

The BOM item should be configured properly to be able to store cost and sales prices calculated with the BOM calculation functionality by configuration. To do so, go to the item form of the BOM item. Select the General tab. Check Use combination cost price in the Item dimensions – Setup field group.

 

 

Rerun the BOM calculation and your calculated prices will be stored by configuration:

 


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by Patrik Luca 4 comments

19 January 2009

Invalid look-up value durig upload of a Word document in a SharePoint document library

Problem description: invalid look-up value during upload of a Word document

During upload of a Word 2007 document in a SharePoint document library, you can run into following error: Invalid lookup-value. A look-up field contains invalid data. Please check the value and try again.

 

Solution: remove the Document Properties with the Document Inspector

Probably, the Word document you are trying to upload is a Word document downloaded from another SharePoint document library. The source, original document library has probably other metadata (columns) than the document library to which you are trying to upload the Word document.

To fix this, remove these hidden metadata with the Document Inspector:

  1. Open the Word 2007 document and click the Office 2007 button, located on the top-left of the window.
  2. Choose Prepare –> Inspect Document, which will start the Document Inspector.
  3. Check the box Document Properties and Personal Information, which will inspect hidden metadata saved with the document.


  4. Choose Inspect.
  5. Choose Remove All. This will remove all Document server properties and Content type information saved with the Word document.

Aferwards, you’ll be able to upload the Word document to your own SharePoint document libary.


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by Patrik Luca 9 comments

18 January 2009

Search problems after Windows update

Problem Description: no items indexed anymore during the crawling process

From one day on the other, no items got indexed anymore during the crawling process on our Microsoft Office SharePoint Server 2007 installation.

Looking in the Crawl logs, following error was found: Access is denied. Check that the Default Content Access Account has access to this content, or add a crawl rule to crawl this content. (The item was deleted because it was either not found or the crawler was denied access to it.)

Solution: registry modification

Nothing was changed to the Windows account used as default content access account. Pretty soon we realized that a Windows update had been executed recently on the SharePoint server. After this Windows update, the crawling process started to go in failure.

Searching thourgh Microsoft Help and Suppport, we found the Knowledge Base article to fix this error. Some loopback check needed to be disabled by modifying the registry of the SharePoint server.

After having followed the instructions of the Knowlege Base article, the SharePoint crawling process went again smoothly as before.


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by Patrik Luca 0 comments

05 January 2009

Generating charts from SharePoint lists

Business requirement: Generating charts from SharePoint lists

Microsoft Office SharePoint Server 2007 doesn't have OOTB features to generate charts from SharePoint lists. This post describes a solution which can be found on CodePlex to make this possible with just a few clicks. Multiple graph types such as bars, columns and lines are possible.

Step 1: Installation of the ChartPart for SharePoint.

A nice installation script can be found on CodePlex.

Some important remarks:

  • You will need to install Microsoft .NET 3.5 Service Pack 1 and the Microsoft Chart Controls for Microsoft .NET Framework to be able to use the ChartPart for SharePoint solution. 
  • Add following line to the SafeControls section of the web.config file of your web application:
    <SafeControl Assembly="System.Web.DataVisualization, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"  Namespace="System.Web.UI.DataVisualization.Charting" TypeName="*" Safe="True" AllowRemoteDesigner="True"/>      
    Else, you'll receive an error like The "ChartPartWebPart" Web Part appears to be causing a problem. Error executing child request for ChartImg.axd.

 

Step 2: Add the ChartPart for SharePoint Web Part to a Web Part Page.

You should have it in your Add Web Parts Web Page Dialog after having correctly installed it as described in Step 1.

Step 3: Configure The ChartPart Web Part.

You should define your Site where the SharePoint list resides on which you want to generate a chart first.

The List drop down box will be loaded automatically with the available SharePoint lists for the chosen SharePoint site.

You can limit the items to be represented in the rendered chart based on an existing SharePoint view.

Number fields can be chosen as X-Series. You can always choose an Item Count. In the Y-series you specify a column of your SharePoint list.

The Chart type can be set to different types such as Column, StackedColumn, Bar, StackedBar, ...

In this example, I have based my Chart on a OOTB Issue Tracking List in which I created some list items. The result looks like this:

We can finetune the Chart with some simple clicks in the standard Web Part User Interface:

You can change colors, width, height with just a few clicks. You can add a link to the source list to let end users jump immediately to the source list merely by clicking on the Chart. It jumps to the list view as selected previously.

After some finetuning, my Chart looks already more fancy as shown below:


Continue reading......

by Patrik Luca 23 comments

Patrik Luca, Ieper, BELGIUM
Feel free to use or spread all of the content on my blog. In return, linking back to my blog would be greatly appreciated. All my posts and articles are provided "AS IS" with no warranties.

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