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

31 October 2013

Links List October 2013

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 October 2013.

Dynamics AX

Project Accounting


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by Patrik Luca 0 comments

10 July 2013

Create item requirements checkbox

Introduction

There is a really nice new feature from R2 onwards in the Project management and accounting module for project purchase orders.

There is a new checkbox in the project accounting parameters, called Create item requirements​.

Functionality

What it does is, when you create a project purchase order, it creates automatically for you a marked item requirement on the project purchase order (and not anymore the annoying virtual inventory transaction which makes upon receipt of the project purchase order, items are consumed immediately on the project).

Upon receipt of your project purchase order, the popup still comes where you can choose to consume the items immediately, but you don't need to do it. Making it possible to ship actually after receipt of your project purchase order, your goods on a latter moment in time and keep it in between in your warehouse (and probably break the marking and reservation so you can use the bought goods for another more urgent project).


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by Patrik Luca 0 comments

28 June 2013

Project item requirements in AX 2012 R2

Introduction

Some changes to project item requirements are introduced since AX 2012 R2.

Changes in AX 2012 R2

The Item requirements form moved from the Manage to the Plan tab in the ribbon.

You can create Sales orders of Order type Item requirements. As consequence, you can create as many Item requirements Sales orders as you want on the same project. Hence you could group your Item requirements based on Delivery date, and also if that group of item requirements changes of Delivery date, you can simply adapt it on the Sales order heading in stead of having to do it Order line by Order line.
Although you can create Sales orders of Order type Item requirements, you still can’t post the Packing Slip from the Project sales orders form: you still can only book it on the Item requirements form.


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by Patrik Luca 12 comments

02 April 2013

Links List March 2013

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 March 2013.

Dynamics AX

Supply Chain Management


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by Patrik Luca 1 comments

25 March 2013

Add fields for intercompany synchronization

Business requirement: add fields for intercompany synchronization

If you need to synch additional sales line fields upon activation of the intercompany chain, some code modifications have to been executed. In this example the Customer Reference on the salesline needed to be synchronized.(field CustomerRef). End users had to be able to input a different customer reference line by line, not one general customer reference for the sales order as a whole.

Solution: X++ modifications

First of all the field CustomerRef should be set to visible on the salesline, so end users can modify it. The field is already available in the AOT on the SalesLine table, it is only not visible in the form.

Next, modify the method interCompanyUpdateNow on the PurchLine table: add some code for the new field to be synchronized.

...
|| this.orig().ReturnDispositionCodeId
!= this.ReturnDispositionCodeId
|| this.orig().ReturnStatus
!= this.ReturnStatus
|| this.orig().MatchingAgreementLine
!= this.MatchingAgreementLine
// BEGIN
|| this.orig().CustomerRef
!= this.CustomerRef
// END
)
{
ok = true;
}
...

Add a new parm method to the class AxPurchLine for the new field to be synchronized.


public CustRefLine parmCustRefLine(CustRefLine
_custRefLine = '')
{
if (!prmisDefault(_custRefLine))
{
this.setField(fieldNum(PurchLine, CustomerRef),
_custRefLine);
}

return purchLine.CustomerRef;
}

Add a new parm method to the class AxSalesLine for the new field to be synchronized.


public CustRefLine parmCustRefLine(CustRefLine
_custRefLine = '')
{
if (!prmisDefault(_custRefLine))
{
this.setField(fieldNum(SalesLine, CustomerRef),
_custRefLine);
}

return salesLine.CustomerRef;
}

Modify the interCompanyMirror method of class PurchLineType so the new field gets synchronized upon creation of changing the purchline.

...
// BEGIN
if (create || purchLine.fieldChanged(fieldNum(PurchLine,
CustomerRef)))
axSalesLine.aduParmCustRefLine(purchLine.CustomerRef);
// END
...

Modify the syncPurchLine method of class SalesLineType so the new field gets synchronized upon creation of changing the salesline.

...
// BEGIN
if (create
|| _salesLine.fieldChanged(fieldNum(SalesLine,
CustomerRef)))
axPurchLine.aduParmCustRefLine(_salesLine.CustomerRef);
// END
...


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by Patrik Luca 3 comments

04 March 2013

Word file generation fails from within Dynamics AX

Problem description: Word file generation fails

Upon generating a MS Word file from within Dynamics AX some cryptic error message is thrown like Method add in COM-object of class Documents returns error code 0x800A1436.

Solution

In MS Word go to Options > Trust Center > Trust Center Settings > Protected View and uncheck Enable Protected View for files originating from the Internet.


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by Patrik Luca 0 comments

28 February 2013

About setting up case e-mail templates

Introduction

To set up a case e-mail template, first you create a template and then you open the e-mail editor to set up the predefined contents of e-mail messages that are based on the template.

The predefined contents consist of merge data and links that can be inserted in the template.

The merge data is a set of data that provides details on the case in the e-mail message.

Merge-data overview

The following merge-data elements can be added in the e-mail template. The merge-data elements can be used to inform the user about various aspects of the case.

HTML merge-data element Information displayed in e-mail message
%CaseId% The identification number assigned to the case
%CaseDescription% A description of the case
%CaseSourceName% The name of the party record that the case is created for
%CaseMemo% Additional notes about the selected  case

 

Link the e-mail template to the case category

 

Start sending mails from your Cases, some data of the case will be merged into the generated e-mail message.


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by Patrik Luca 1 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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