In a previous post we had a look the RFP Journal. It’s worth understand the difference between the case number and the RFQ number as you will see it as an administrator and what the vendor would...(read more)![]()
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RFQ Case number vs request for quotation number
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RFQ default payment terms
When you are setting up RFQ’s you might want to consider the default payment terms. There is a parameter that will default from the procurement parameters. You might want to consider what you set...(read more)![]()
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Release items don’t show in the purchase requisition
If you are allowing employees to requisition items them you might want to remember to publish the catalog otherwise the items won’t show up for the user in the add items option for the requisition...(read more)![]()
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Creating an RFQ from a purchase requsition
If you are running a purchasing department then you have a job of managing purchase costs and keeping employees supplied with products they need to see or do their jobs. So you could use purchase requisition...(read more)![]()
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Completing the RFQ for a requisition
In the previous post we had a look at creating an RFQ from a requisition. In this overview we can complete the RFQ which will update the requisition and flow through to the purchase order.
Here is a...(read more)![]()
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How to use inventory value report: part 2
In this part, we will discuss the most import parameter: inventory value report ID. You can go to Inventory management/Setup/Costing/inventory value reports to create IDs. (In AX 2009, the menu path is Inventory management/Setup/inventory value). You can create different IDs for different reporting requirement. For example, you can create the report only showing the total financial amount for financial staff and create a report only showing physical inventory for warehouse management staff.
When you try to create a inventory value report Id, you need to deal with a lot of parameters. Below are the explanations and best practice when using these parameter.
For the columns of financial position, you can only tick ‘inventory’ if you want to reconcile the inventory value with inventory G/L accounts balance. Or you can only tick ‘WIP’, if you want to reconcile the WIP value with WIP G/L accounts balance.
If you tick the ‘WIP’ option, only the physical quantities and amounts of inventory in WIP status will show in the report. In WIP status means production orders that have been picked or reported finished but not ended.
Please enable the option ’print cumulative account values for comparison’, if you want the G/L accounts balance showing in the report. By doing this, you don’t need to check the trail balance.
After you enable this option, you need to fill in the G/L account you want to reconcile.
For the ‘Inventory dimensions’ area, you can select the dimensions that you want to show in the report. Please be noted that only the dimensions that have ‘financial inventory’ option enabled can be showed in the report, otherwise you will only see blank columns. For more information, you can check this
The ‘Summarize’ option is ticked when you only want check the total inventory quantity and inventory amount. If it’s not ticked, the report will show both physical and inventory financial values.
The ‘Included not posted to ledger’ option is not recommended to ticked because those transactions that never post to G/L should not be included when you doing the inventory reconciliation.
The ‘Average Unit Cost’ option is suggested to be ticked if you want to check the average unit cost. The ‘Average Unit Cost’ is just a simple calculation: total quantity divided by the total amount.
The ‘Print Total’ option can only be ticked when the ‘summarize’ option is not ticked. The report will show additional two columns for the total quantity of inventory physical and financial quantities and the total amount of inventory physical and financial amounts.
The ‘Resource ID’ mostly means the item number.
The ‘Resource Group’ mostly mean item group.
If either ‘Resource ID’ or ‘Resource Group’ are not ticked, you will only see a total inventory value based on the inventory dimensions you selected.
The option ‘Detail Level’ enable the user to select different view of the report. If you want to view the report per transactions, you can select transactions. Otherwise, please select ‘total’. Please be noticed that there might be slow performance issue f you are trying to view a large volume of data on ‘transactions’ level
The option ‘Include beginning balance’ is only available when you select ‘transactions’ in detail level option.
Note: There is a known issue that incorrect figure will show in the report if the from and to date are the same day and the option ‘Include beginning balance’ is ticked. Please do not use in this way.
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2 YEARS DYNAMICS AX FICO BLOG
It is now over two years that I started this blog.
I would like to take this opportunity to thank all of you for reading, sharing and commenting on the various posts that have been published here.
To...(read more)![]()
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AX 2009 – SSRS Unable to connect to http://server/ReportServer/ReportService2005.asmx
Hi Folks
As you know, starting from AX 2009 was possible to use the SSRS Report instead of the Morphx Reports.
In the last weeks, I faced an issue during the Report Deployment. The error was:
Unable to connect to http://server/ReportServer/ReportService2005.asmx as specified in the config file for the report server at C:\…\RSReportServer.config. If this url is not correct please update the config file, otherwise make sure the report server is configured correctly.
I went through the Microsoft link https://blogs.msdn.microsoft.com/emeadaxsupport/2010/01/20/proxy-settings-can-interfere-dynamics-ax-2009-report-deployment/, but without luck.
Therefore, after some investigation and with help of Microsoft Support, I have fixed the issue.
Below what verify in priority order:
1- Check if the Antivirus is enabled and in detail the Real-time scan. Disable it or create the relative rules
2- Extend timeout settings
a. Report Manager->Site settings->Report Execution Timeout->select “do not timeout report execution”.
b. Increase the Timeout, so:
i. Open “C:\Program Files\Microsoft SQLServer\MSSQL\ReportingServices\ReportManager\Web.config” and “C:\Program Files\Microsoft SQL Server\MSSQL\Reporting Services\ReportServer\Web.config”
Search for httpRuntime executionTimeout="18000"
Search for httpRuntime executionTimeout="18000"
ii. Open “C:\Program Files\Microsoft SQL Server\MSSQL.4\Reporting Services\ReportServer\rsreportserver.config”
Search for:
Search for:
1. Add Key="SQLCommandTimeoutSeconds" Value="300"
2. Add Key="MaxActiveReqForOneUser" Value="60"
3. Add Key="DatabaseQueryTimeout" Value="300"
iii. Increase these values as above, Restart SSRS Services and then test it.
c. Update machine.config to speedup .net performance
i. In C:\Windows\Microsoft.NET\Framework64\v2.0.50727\CONFIG\MACHINE.CONFIG, replace processModel autoConfig="true" with processModel maxWorkerThreads="100" maxIoThreads="100" minWorkerThreads="50"
ii. In C:\Windows\Microsoft.NET\Framework64\v2.0.50727\CONFIG\WEB.CONFIG, locate the "system.web" Tag. Add the following as a child tag httpRuntime minFreeThreads="352" minLocalRequestFreeThreads="304" appRequestQueueLimit="5000"
Take care to make a backup of the configuration files before any modification!
Stay tuned!
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Dynamics AX Product release with Retail Hierarchy
In case if you are using retail hierarchies, on Released product creation, values would be initialized by selected retail hierarchy. And if you have setup configuration on retail hierarchy so that it should...(read more)![]()
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Landed cost for small scale import scenarios
Landed cost is often an issue to deal with when setting up a system for a company that does a lot of importing. The main aim here is making sure the costs into the value of inventory instead of just expensing...(read more)![]()
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Microsoft Dynamics Webcasts, February 6- 10, 2017: Accelerated migration from Dynamics AX to Dynamics 365
Here's what's happening on this week's live webcast schedule. Register to
attend live or get access to the recorded event.
Wednesday, February 8, 2017
Accelerate Your On-Premise Dynamics AX to Dynamics 365
Migration 4:00 AM EST ...read more![]()
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Warehouse Performance Power BI pack
Just a small reminder to my digital brain, that Microsoft have released a Microsoft PowerBI pack aimed for the WMS industry. Here are some samples.
Inbound– Measure vendor delivery precision. Measure put-away average times for products, and vendors, and be able to measure how fast your workers are processing put-away work.
Outbound– Measure how many of the shipments are send in full and on time. We provide ability to measure early, late and on time shipments in order to monitor outbound performance and endure high customer service levels.
Inventory accuracy (Warehouse itself) – Every warehouse needs to have high inventory accuracy on locations in order to be able to process shipments correctly. Measure inventory accuracy for locations and items based on inventory counting with full visibility into discrepancies in quantity and percentage. We provide easy way to monitor counting performance, and inventory accuracy for items on locations
Where can you find this package ?
In the LCS- shared asset library:
Thanks Yi Zhang !
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Microsoft Dynamics AX 2012 R3 CU12 is Available
Microsoft Dynamics AX 2012 R3 CU12 is now available. Cumulative Update 12 build number or version is 6.3.5000.138. You can check this by clicking on about dynamics ax button.
Microsoft official KB document Number is KB3199741.
To learn more about known issues in CU 12, You need to log int o LCS by using Customer Source or PartnerSource account then search with CU12 Known issue.
You can also find on Microsoft partner source for pdf document WhatsNewinAX2012R3CU12.pdf to get details that whats new in CU12.
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The Microsoft Dynamics AX to Dynamics 365 migration: Why to start planning now.
One segment of the Microsoft Dynamics AX community is ready, willing, and eager to migrate to Dynamics 365 for Operations. But there also exists some of that "Our old system works fine" reticence.
The case for web-based clients and ...read more![]()
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Site and warehouse default on RFQ lines
If you are setting up an RFQ and have many lines to enter then you might want to consider putting on the site and warehouse on the case to default to the lines. The way the standard form is structured...(read more)![]()
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Wizard creation in AX7
Hi All,
As we know in AX 2012, if we want to create a new wizard - we can make use of standard wizard framework which available in AX 2012 i.e. Tools > Wizard > Wizard(Standard wizard) - it creates...(read more)![]()
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Attaching documents to RFQ
When working with an RFQ often you have to share documents with the suppliers so they can see the details behind what you are asking for. This might be a parts list or engineering drawing for example....(read more)![]()
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A la découverte de Microsoft Flow
Avec l’arrivée de D365, beaucoup d’applications ont été greffées autour de l’ERP. J’avais évoqué les grands principes de D365 dans mon précédent article et notamment les nouveaux outils disponibles en...(read more)![]()
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Move with equipment-driven market trends easily with DynaRent for Microsoft Dynamics 365
The market landscape and global supply chain are matrixes, and the same goes for equipment driven companies. Regardless your models for rental, leasing, or services, you’re going to be dealing with maintenance, transport, purchase-to-scrap equipment lifecycles, resources, and asset management. You’ll need to interface with diverse internal and third-party stakeholders, across remote locations. You will want to be ready to move with customer trends, IT innovations, and opportunities to add new areas to your niche.
All these challenges call for ISV software that works like today’s matrix for equipment-driven companies—interconnected, flexible, expansive. HiGH Software designed DynaRent for Microsoft Dynamics 365 after working closely with customers across multiple industries. From the start, we found that the common thread across diverse types of businesses was the need for a modular solutions suite that fit smoothly with Microsoft Dynamics ERP.
"What we are continuing to discover is that the DynaRent approach gives companies end-to-end coverage for operations and insight, and also the ability to unleash new revenue streams in a changing market"
- The foundational strength of DynaRent is that it gives companies an all-in-one suite of modules that lets them tailor and add functionality to cover diverse business areas. You implement once, with assurance of full integration with Microsoft Dynamics 365 for Operations and Microsoft Dynamics AX.
- DynaRent modules cover virtually every nook and cranny for equipment-driven industries—there’s no need to purchase separate transport or services software, for example. Comprehensive modules that work seamlessly with each other and with Microsoft Dynamics include:
Image 1: DynaRent Solution Suite Overview
Of course, having comprehensive functionality for all your industry-specific touch points within one solution makes work easier—everyone works with the same graphically rich tools, your front-office, back-office, and field are connected, and all information lives in the Dynamics 365 or Dynamics AX database. Whether your focus is on construction projects or car rental, you can choose and configure modules so that you have the breadth and depth you need.
Equally important, DynaRent’s modular approach can let you open up new areas for profit within your business:
- A prime example that we’re seeing is companies taking on direct dealership along with equipment rental and services. Their Microsoft Dynamics system is in place, and they can hone in on purchase-to-sell practices by taking full advantage of DynaRent.
- Other companies are targeting lucrative collaborations, with shared information access, real-time communications, and workflow-driven processes. Whatever DynaRent modules you focus on, you can count on the ability to configure third-party interfaces that knit seamlessly with Microsoft Dynamics.
- Businesses across all industries are also tapping into DynaRent mobility solutions to increase service efficiency (think TomTom, mobile field service, and the Internet of Things).
There’s a lot packed into the DynaRent solutions suite. It’s packed for opportunities that are unfolding across equipment-driven industries, and lets you improve your current business and tackle growth without need to rebuild your system.
Intrigued? Learn more about DynaRent for Dynamics 365 Operations. Download our latest fact sheet here and we encourage you to email info@highsoftware.com for a custom demo of our solution.
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Mobile Technology Best Practices for Sales Teams
There’s a powerful tool in today’s salesperson’s arsenal. It doesn’t have to do with a new technique or method taught in a workshop. We’re talking about mobile technology. However, as with any type of technology, best practices help users achieve optimal results. Read on to learn some mobile technology best practices for salespeople.
Security
What if every time you accessed vital information on your mobile device during the sales process, you worried that someone was looking over your shoulder? You’d be less likely to perform those activities on your mobile device.
In reality, when you glance up, you won’t see someone looking over your shoulder. However, if your sales apps or mobile devices aren’t secured properly, unauthorized parties can view proprietary data. A security solution that protects your information enables salespeople to use their mobile devices more effectively for their jobs.
Excellent User Experience
Take a second to think about your favorite app – the one you use once a day. What’s the best part about it? It’s most likely because the app works so well. The app isn’t clunky and works quickly to perform the tasks you need.
Now, think about your least favorite app. When you downloaded it, the app had so much promise. You were probably lured in by a description that said it would work smoothly and swiftly. But, it doesn’t. The app makes it difficult for you to perform whatever task it is you need to do. So, you don’t use it very often anymore, if at all.
The same principle holds true for sales apps. Security is critical – no one would dispute that. User experience matters too, though. If your salespeople find the app too challenging to use, they’ll find workarounds. Your investment will be wasted, and it will affect your salespeople’s productivity.
Platform Support
Not everyone uses the same mobile device. There are also a variety of operating systems in the mobile device universe. That raises the question of which platform(s) you should support.
There are two schools of thought when it comes to which platforms you should support. The first school of thought is that you should support as many platforms as possible. That way, your salespeople can use whichever device and platform they like so they’ll experience user satisfaction and be more productive.
Conversely, the second school of thought says that companies limit the number of mobile devices and platforms they’re willing to support. Yes, there’s the argument that your salespeople won’t be as happy because their freedom of choice has been curtailed. Then again, take the enterprise perspective into account. It’s less expensive, and less of a headache, to support fewer devices and platforms. Moreover, it guarantees that the company chooses the best device(s) and/or platform(s) for its salespeople.
Want to learn more about how firms successfully implement mobile technology within the sales department? Check out our Stanley Steemer case study to learn how your sales team can benefit from a mobile strategy.
The post Mobile Technology Best Practices for Sales Teams appeared first on Merit Solutions.
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