Sales order process in AX 2012

Hi All,

Following are the steps involved to process Sales order from Creation to Invoice.

Step 1: Select Account Receivable -> Common -> All Sales Order

Step 2 : Click Sales Order (left corner)

Step 3: Input required information in Sales order header screen and Click Ok

Step 4 : After clicked Ok on the above (Sales header) screen.  Sales line screen will be displayed as below;

Input Item details, warehouse information  and required sales qty.

Confirming Sales Order

Step 5 : Click Sell menu and Click Sales order confirmation option;

Note :  Sales Order confirmation screen will be displayed; Select required information (Print options) and click Ok

Posting Packing slip

Step 6: Click Pick and Pack menu and click Packing slip option.

Note : Packing slip dialog box will be displayed.  Input Packing slip Qty and click Ok.

Check the Sales order status; order status should be “Delivered”

Invoice in Sales order

Step 7 : Click Invoice menu and click Invoice option

Check the Sales order status; order status should be “Invoiced”

 

 

Number Sequence (Scope & Segments) in AX 2012

In AX 2012 number sequence framework has been enanched with following things.

Scope

In AX 2012 number sequence , you must specify a scope. The scope can be Shared, Company, Legal entity, or Operating unit. Legal entity and company scopes can also be combined with Fiscal calendar period to create even more specific number sequences.

Segments

Number sequence formats consist of segments. Number sequences with a scope other than Shared can contain segments that correspond to the scope. For example, a number sequence with a scope of Legal entity can contain a legal entity segment. By including a scope segment in the number sequence format, you can identify the scope of a particular record by looking at its number.

In addition to segments that correspond to scopes, number sequence formats can contain Constant and Alphanumeric segments. A Constant segment contains a set of letters, numbers, or symbols that does not change. An Alphanumeric segment contains a set of letters or numbers that increment every time that a number is used.

Use a number sign (#) to represent incrementing numbers and an ampersand (&) to represent incrementing letters

Step 1 :  Select Number Sequence under Orgnization Administration Module

Step 2 :  Delete Existing Number sequence under Purchase Requisition (Just for this exercises).

Step 3 :  Define the number sequence as seen in the below screen.

Step 4 : Create New Purchase requisition and the Purchase requisition number will be as below

How to Increase the first Segment

Step 5 :  Goto Purchase requisition number sequence and Set “Next” number as 9999 under number allocation group.

Step 6 :  Create New Purchase requisition and the Purchase requisition number will be as below

 

 

Models and Model Files in AX 2012

SQL Server-based Model Store

The earlier release of Microsoft Dynamics AX stores the metadata in the application files which is AOD files.   In AX 2012 all the file based AOD files are replaced by SQL Server database based, which are called by Model Store.

Models and Model Files

Models are logical group of element like tables and classes.   In AX 2012 elements can be group and store in the model file.  Model files are easy to create, export, import and this can be uninstalled from the system when not required.

Models can manage through following tools.

1. AXUtil.exe command-line utility.
2. Programmatically; using axutilib.dll
3. PowerShell.

Creating Model

Step 1: Click Start ->Click Run ->type “cmd” and Press End; you will get command prompt screen.

Step 2 : Type following command in command prompt.

“c:\Program Files\Microsoft Dynamics AX\60\Server\MicrosoftDynamicsAX\Bin”

Basically we are changing current directory to AOS Server folder.  The above path will change depends upon your current installation.

Step 3: Type following command in command prompt.

         AxUtil.exe create /model:CustCustomer /layer:USR

 Basically using AxUtil we are creating model name call “CustCustomer” in USR Layer

After successful creation of model file; you will see below out in command prompt.

 

Changing Current Model in AX

 Step 4: Click on Current Model in the status bar; system will display all the model available in current layer.

 

List of model available in Current Layer

Step 5:  Select “Cust Customer” model and click ok.

(System will change current model in the status bar; refer below screen shot)

Creating/Changing Object in current Model

Step 6:  Create Table called “ModelExample” and Save the table.

Step 7: Right click on “ModelExample” Table and select Properties.  In the properties you can notice that newly created object belongs to “CustCustomer” model

Exporting Model

Step 8: Type following command in command prompt.

AxUtil.exe export /file:c:\CustCustomerModel.axmodel /model:CustCustomer

You will see following output message in the screen.

Confirm Model files exported correctly by verifying physical folder

c

Uninstalling Model

Step 9: Type following command in command prompt.

              AxUtil.exe delete /model:CustCustomer

You will see following output message in the screen

Check Object Model in AX, You will not see the CustCustomer Model in Model List window.  All the object belongs to this model will be deleted from AOT.

 

 

UnitOfWork in AX 2012

Hi All,

UnitOfWork is new class in AX 2012 which manages the database transaction sequence automatically,  During any Insert,Update and Delete developer need not to maintain the sequence.

In the past, the only way to perform insert’s, updates or deletes, a developer would have to take and make use of ttsBegin,ttsCommit & ttsAbort to perform such actions.

Below are the steps to be followed to work with UnitofWork.

Step 1 :  Create Sample Table called UnitofWorkSample.

Step 2 :  Write class “UnitofworkExample” with Static method called “unitofwork”.

Step : 3 Create X++ job to call static method in the class.

Step 4 :  Select table UnitofWorkSample and use Table Browse to see records inserted.

UnitOfWork class supports Update & Delete methods similar to Insert method.   This framework helps the developer to eliminates to keep transaction tracking.

Note :

• UnitOfWork will run only on Server tier.
• UnitOfWork class does not support Temporary  Table.
• UnitOfWork requires optimistic concurrency

 

Optimistic Concurrency Control in AX 2012

Optimistic Concurrency Control in AX 2012

Optimistic Concurrency Control helps to improve the database performance since the hold data for only short time during update.

Following are the advantages of using OCC:

• Fewer resources are used to hold the locks during the update process.
• Records are locked for a shorter length of time. •
• Records remain available for other processes to update if they have been selected from the database but haven’t yet been updated.

Where to set this up?

Most of the standard application tables are OCC enabled.

• Enable to Table properties OCCEnabled

• Through X++ code

Note :  When data is updated or deleted by a client by using forms, the OccEnabled property change on the tables is ignored

 

Purchase Order Process in AX 2012

Hi All,

Below are the steps to be followed for creating, confirming, receiving and invoicing the Purchase Order in AX 2012.

Step 1 :  Account Payable->Common->Purchase Orders ->All Purchase Orders

Step 2 :  Click Purchase Order Icon.

Step 3: Enter necessary information in purchase order header screen.

Step 4: Enter Purchase order line information.

Confirming Purchase Order

Step 5 : Select Purchase Menu on Top

Step 6 : Click on Purchase (Confirming PO with regular popup screen) or Confirm (Confirming PO without popup screen) Button

Receiving Purchase Order (Packing Slip/ Product Receive)

Step 7 : Select Receive Menu on Top

Step 8 : Select Product receipt (Packing Slip)

Step 9 : Enter Packing Slip Information such as Packingslip Number and Qty.

Step 10 : Post Product Receipt

Check Purchase Order Status

Invoicing Purchase Order

Step 11 :  Select Invoice Menu on Top

Step 12 :  Click Invoice Button (Left)

Step 13 : Enter Invoice Information (Number & Invoice Description) on the screen.

Step 13:  Select Post Option on the Top

Check the Purchase Order Status

 

Overview of Contoso demo data

Please follow the below link to understand how the Contoso Demo Data works.

https://mbs.microsoft.com/downloads/customer/AX2009Docs/DemoDataOverviewforDynamicsAX2009.pdf

 

Working with Valid Time State Table in AX 2012

Working with Valid Time State Table in AX 2012

Step 1 :  Create New Table “ValidateDateExample”.

Step 2 : Select the Properties of the Table “ValidateDateExample”.

Step 3:  Change Properties “ValidateTimeStateFieldType”  values as “Date”

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Step 4 : Add String Field called “Name”

Step 5 : Create Unique Index “ValidateIdx” with below fields

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Step 6 : Change Index Prosperity as below

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Step 7 : Add some sample data into Table

Step 8 : Use the Below Job to Select Records from table using ValidateTimeState

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AX 2012 Application Framework (AIF) Architecture

AX 2012 AIF Architecture

 

AX 2012 System Architecture

AX 2012 System Architecture