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Hi, All, today I have to modify the report. Interestingly this report was built on AOT Query, instead of Data provider class. Current Scenario I was working on Worker Report. The requirement was to show’s primary position and department. HCMWorker table has two display method returns these values.

We can add these display methods into reports by following way.

For example I am modify the out of the box HCMWorkersHiredInPeriod Report.

 

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ddd

 

 

 

 

 

Now Problem appears, we need different values then provided by out of the box display methods. For example we need Position Title instead of Primary Position Id. for this Add new display method that will return the Position Title instead of Position Id, compile table synchronize table, restore the AOT Query and refresh the report data Set. If there is no error in your working environment you will find required methods in report Data set.

 

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Suppose we need exchange rate from In Dynamics AX, For example dollar to Pakistani Rupee exchange rate.

We can do this in three steps

 

 

Exchange rate Type in Dynamics Ax (Aka AX 7)

 

Create a new exchange rate in new Dynamics Ax (Aka 7)

 

Setup Exchange rate in Ledger Dynamics Ax 7

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For creating new exchange rate type click on top menu and click on ledger.

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From detail menu click on Exchange Rate Type

Exchange Rate Type

 

Click on new button from exchange rate types list page

 

new Echange Rate Type

 

Enter PkR and detail about it and click on save.

PkrType

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Click on General ledger from Ax menu.

Exchange Rate

When currency exchange rates page opens, it load default rate change. Select required rate exchange type.

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From currency select dollar and to currency Pkr and set conversion factor to 100.

Step up 2

 

Also save and then add effective dates.

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Ledger Setup

Chane

 

Rate Update

 

 

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In very basic level we can divide the Sale order into following steps

basic

 

  1. Create New Customer
  2. Create a Sale order
  3. Pick the Sale Order
  4. Pack the Sale order
  5. Invoice the Sale Order
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Login in to Ax

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On successful login dashboard page is open in web browser.

 

 

Change legal entity from top menu to USMF

Change legal entity

We can create sales order from either Sales and marketing and Account Receivable module

 

Click on top menu.

Menu

 

Select Account Receivable menu

account Receviable

 

Or Sales and Marketing

Sales and marketing

 

 

 

Click on account receivable

 

 

Click on All customers

Customer List page link

Customer list page opens. Now click on new button to open customer form.

 

Customer List page

Enter Customer account for example I Added “MVP0007” as customer account And Name as Ali Raza Zaidi, select 80 in Customer Group.

Create Customer

In Address just select any Zip code for current article I Select 00210.

Sales Order Creation

 

Click on Save button, If you want to create Sales order directly click on Save and open then click on Sales Order.

 

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Either you create new customer and then click on Save and open. Otherwise click on new Sales Order and select customer.

NewSalesOrder

Select Customer selection for Sale order.

 

Select Customer

 

Select customer and save.

 

 

 

As we create very simple sale order so we select only one Item D0001 and set quantity 10 and also select change warehouse to 11.

Sales order create

 

 

 

Save the sale order

Save Sale Order

 

When the sales order is saved. The go to Sales Order tab => Generate=> Confirm Sales Order is enable. Click on it

 

Confirm Sales Order

 

Confirm Sales Order Form

 

Click on Ok.

Confirm2

 

You can find that status of Sales order is Open.

Sales Order Status

 

 

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When Sale order is confirm. Select pick and Pack => Generate => Generate picking list.

Pick 1

 

 

Click on Ok.

Coddd

 

Confirm2

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After pick list Generation, Click on Pick and Pack => Generate => Picking list registration

Picking List registration

Click on Updates => Update All.

 

Desing

 

 

 

 

After that click on end of form click x to close.

Close Page

 

Then Click on Pick and Pack => Generate => Post Packing Slip.

Post Packing Slip

Confirm Pack List

Click ok, You find that Sale order status is now update to Delivered.

Delivered Status

 

 

 

 

 

 

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