Microsoft Dynamics Axapta

Microsoft Dynamics Axapta 2012 Overview Presentation

2011-04-17T21:42:00.000-07:00

View the Video Presentation here

Reports in AX 2009

2010-09-15T04:19:00.001-07:00

There are two main types of reports in Microsoft Dynamics AX: ad hoc reports and preconfigured reports.

Ad hoc reports

Ad hoc reports are reports that you create yourself. You select the data that you want to display on the report, and you design the layout of the report. You can create transactional ad hoc reports or multidimensional ad hoc reports.

Transactional ad hoc reports

A transactional ad hoc report is a report that is based on transactional data that is entered in Microsoft Dynamics AX.

To create a transactional ad hoc report, you use a tool called Report Builder, which is a component of Microsoft SQL Server Reporting Services. Using Report Builder, you can create a report by dragging database tables and fields onto a report template.

Multidimensional ad hoc reports

A multidimensional ad hoc report is a report that is based on Microsoft SQL Server Analysis Services cubes.

To create a multidimensional ad hoc report, open Microsoft Office Excel, select the cube data that you want to display on the report, and then format the report as a PivotTable or PivotChart report.

Preconfigured reports

Preconfigured reports are reports that have been designed for you. Although you will not be able to modify the layout of these reports, you can filter and sort the data that is displayed on the reports. The following types of preconfigured reports are available.

Microsoft Dynamics AX standard reports

Standard reports are preconfigured reports that are provided by Microsoft Dynamics AX. Each module's area page has a Reports area that contains links to standard reports. See Appendix for list of reports in each Module.

Microsoft Dynamics AX auto reports

Auto reports are preconfigured reports that you can generate by clicking the Print icon on a form.

Microsoft SQL Server Reporting Services reports

Microsoft Dynamics AX includes many preconfigured reports that were built by using Microsoft SQL Server Reporting Services. To view these reports, go to your Role Center (Home).

Role Center	Element name
Accountant	Cash Inflow vs. Cash Outflow report
Accountant	Purchases in the Past Periods report
Accountant	Top Vendors by YTD Purchases report
Accounting Manager	Purchases in the Past Periods report
Accounting Manager	Cash Inflow vs. Cash Outflow report
Accounting Manager	Top Vendors by YTD Purchases report
Accounts Payable Coordinator	Top Vendors by YTD Purchases report
Accounts Payable Coordinator	Purchases in the Past Periods report
Bookkeeper	Cash Inflow vs. Cash Outflow report
Bookkeeper	Purchases in the Past Periods Chart report
Bookkeeper	Top Vendors by YTD Purchases report
Chief Executive Officer	Cash Inflow vs. Cash Outflow report
Chief Financial Officer	Cash Inflow vs. Cash Outflow report
Chief Financial Officer	Purchases in the Past Periods report
Chief Financial Officer	Top Vendors by YTD Purchases report
Accountant	Expected Cash in the Next X Days Chart report
Accountant	Top Customers by YTD Sales report
Accountant	Top Overdue Customers by Overdue Balance report
Accounting Manager	Expected Cash in the Next X Days Chart report
Accounting Manager	Top Customers by YTD Sales report
Accounts Receivable Administrator	Top Customers by YTD Sales report
Bookkeeper	Expected Cash in the Next X Days Chart report
Bookkeeper	Top Customers by YTD Sales report
Chief Financial Officer	Expected Cash in the Next X Days Chart report
Chief Financial Officer	Top Customers by YTD Sales report
Controller	Expected Cash in the Next X Days Chart report
Controller	Top Customers by YTD Sales report
Credit and Collections Manager	Top Customers by YTD Sales report
Credit and Collections Manager	Expected Cash in the Next X Days Chart report
Account Manager	Sales vs. Target Chart report
Dedicated Sales Rep	Sales vs. Target Chart report
Marketing Manager	Lead Summary by Source Type Chart report
Marketing Staffer	Lead Summary by Source Type Chart report
Order Processor	Delivery Statistic Chart report
Sales and Marketing Executive	Pipeline by Sales Process and Stage Chart report
Sales Manager	Pipeline by Sales Process and Stage Chart report
Super Sales Rep	Sales vs. Target Chart report
Accountant	Actual vs. Budget report
Accountant	Gross Profit in the Past Periods report
Accountant	Sales in the Past Period report
Accountant	Total Accounts Payable in the Past Periods report
Accountant	Total Accounts Receivable in the Past Periods Chart report
Accounting Manager	Actual vs. Budget Chart report
Accounting Manager	Total Expenses by Period Chart report
Accounting Manager	Gross Profit in the Past Periods Chart report
Accounting Manager	Sales in the Past Period Chart report
Accounting Manager	Total Accounts Receivable in the Past Periods Chart report
Accounting Manager	Total Accounts Payable in the Past Periods Chart report
Accounts Payable Coordinator	Total Accounts Payable in the Past Periods Chart report
Accounts Receivable Administrator	Total Accounts Receivable in the Past Periods Chart report
Accounts Receivable Administrator	Sales in the Past Periods Chart report
Bookkeeper	Actual vs. Budget Chart report
Bookkeeper	Gross Profit in the Past Periods Chart report
Bookkeeper	Sales in the Past Periods Chart report
Bookkeeper	Total Accounts Payable in the Past Periods Chart report
Bookkeeper	Total Accounts Receivable in the Past Periods Chart report
Bookkeeper	Total Expenses by Period Chart report
Chief Executive Officer	Cash Inflow vs. Cash Outflow report
Chief Financial Officer	Actual vs. Budget Chart report
Chief Financial Officer	Gross Profit in the Past Periods Chart report
Chief Financial Officer	Sales in the Past Periods Chart report
Chief Financial Officer	Total Accounts Receivable in the Past Periods Chart report
Chief Financial Officer	Total Accounts Payable in the Past Periods Chart report
Chief Financial Officer	Total Expenses by Period Chart report
Controller	Actual vs. Budget Chart report
Controller	Gross Profit in the Past Periods Chart report
Controller	Sales in the Past Periods Chart report
Controller	Total Accounts Receivable in the Past Periods Chart report
Controller	Total Accounts Payable in the Past Periods Chart report
Credit and Collections Manager	Total Accounts Receivable in the Past Periods Chart report
Operations Manager	Defect Ratio Chart report
Operations Manager	Actual vs. Planned Consumption Chart report
Project Manager	Project Actual vs. Budget Revenue Chart report
Project Manager	Project Actual vs. Budget Cost Chart report
Project Manager	Project Actual vs. Budget Gross Margin Chart report
Project Manager	Project Actual vs. Budget Net WIP Chart report
Project Manager	Project vs. Actual Budget Consumption Chart report
Project Manager	Project Actual vs. Budget Payroll Allocation Cost Chart report
Project Manager	Total Budget Cost Chart report
Project Manager	Project Hour Utilization Efficiency Chart report
Project Manager	Project Actual vs. Budget Cash Inflow Chart report
Project Manager	Project Actual vs. Budget Cash Outflow Chart report
Project Manager	Project Actual vs. Budget Net Cash Flow Chart report
Purchasing Agent	Vendor On Time Performance Chart report
Purchasing Agent	Purchase Return Percentage Amount Chart report
Purchasing Manager	Invoiced Purchase Amount Chart report
Purchasing Manager	Top 10 Vendors with High Returns Rate Chart report
Operations Manager	Delivery Statistics Chart report
Operations Manager	Net Sales vs. Cost of Good Sold Chart report
Shipping and Receiving	Delivery Statistics Chart report
Warehouse Manager	Delivery Statistics report
Warehouse Worker	Delivery Statistics report

Microsoft SQL Server Analysis Services cubes

Microsoft SQL Server Analysis Services provides online analytical processing (OLAP) functionality. OLAP helps you analyze data and identify trends that you might not otherwise discover when viewing data in traditional reports.

An OLAP query—called a cube—is said to be multidimensional because the query returns data from ultiple tables in a database. The report data is then viewed in an Office Excel PivotTable or PivotChart report.

Microsoft FRx financial reports

Financial reports are the period-end reports and year-end reports that you can create from your Microsoft Dynamics AX financial modules. To create financial reports, you will need to use Microsoft FRx.

Using FRx, you can create many types of financial reports, from simple income statements and balance sheets to cash flow reports and multi-company reports. The reports can be viewed, printed, sent by e-mail, or exported to an Excel worksheet.

APPENDIX

FINANCE

General ledger journal reports

The following table provides descriptions of the reports in this module.

Report	Description
Journals\ Print journal	Lists transactions that are entered in the current journal.
Journals\ Nonposted journal lines	Lists the journal lines that have not yet been posted.
Journals\ Posting journal list	Prints the posting journal list. This report is available only if your company configuration includes the Belgium configuration key.
Journals\ Posting journal list - Totaled	Lists posted ledger transactions with monthly totals per posting journal. You can print specific journal types or transactions within a specific date range. This report is available only if your company configuration includes the Belgium configuration key.
Journals\ Posted transactions by journal	Lists transactions that have been entered and posted in the journal, and includes information, such as voucher number, ledger accounts used for the posting, transaction texts, dimensions, currency, and amounts.
Journals\ Purchase journal report	Lists purchase journal information for Belgium. This report is available only if your company configuration includes the Belgium configuration key.
Journals\ Sales journal report	Lists sales journal information for Belgium. This report is available only if your company configuration includes the Belgium configuration key.
Journals\ Financial journal report	Lists financial journal information for Belgium. This report is available only if your company configuration includes the Belgium configuration key.
Journals\ Other journal report	Lists other journal information for Belgium. This report is available only if your company configuration includes the Belgium configuration key.

Accounts payable reports

The following table lists the Accounts payable reports. The table entries are organized by business process component task and then alphabetically by report name. Reports with an asterisk (*) at the end of the name require SQL Server Reporting Services.

Business process component	Report name	Description
Receive and enter vendor invoices	Detailed due day list Vendor Detailed Due Day List *	Print details about open vendor transactions.
	Invoice journal Invoice Journal *	Print a list of vendor invoices.
	Invoice specification	Print a list of vendor invoice specifications.
	Invoice turnover report	Print a turnover report for vendor invoices.
	Ledger posting for purchase orders	Print information about purchase orders that have been posted to the general ledger.
	Open invoice transactions	Print a list of all open vendor invoice transactions and the status of the balance.

Generate and submit vendor payments	Vendor payment journal	Print account and payment details for individual vendors. Amounts on the report are displayed in both the currency of the payment and the original currency for the transaction.
	Vendor posted payment journal	Print posted account and payment details for individual vendors.

Manage vendor settlements	Duplicate taxpayer identification	Print a report to verify that no taxpayers have duplicate identification numbers in the date range that you select.
	History by transaction	Print the connection between the vendor accounts and the ledger accounts.
	Tax 1099 detail	Print a detailed list of 1099 statement transactions for each vendor, and then use the report to verify information before filing 1099 statements with the IRS.
	Tax 1099 print options	Print 1099 statements.
	Tax 1099 summary	Print a summarized list of 1099 statement information for vendors. The report also indicates whether the amount for each 1099 statement meets the IRS 1099 reporting requirements.
	Vendor account statement	Prepare a report about your vendor accounts for internal use.
	Vendor aging report Vendor Aging Report *	Prepare a report that shows the balances that are due to vendors by periods or by aging buckets.
	Vendor balance list	View, side by side, how the vendor balances have changed during a defined sub-period, such as last month, and a defined period, such as the current year.
	Vendor balance list with credit limit Vendor Balance List with Credit Limit *	Print the balance for each vendor in the company currency based on the value according to the latest exchange adjustment. For each vendor, the vendor balance also shows the credit limit as specified in the Vendors form.
	Vendor exchange adjustment	Print the details of the vendor exchange adjustment that you are posting.
	Vendor exchange adjustment simulation	Print the details of the anticipated effect of running an exchange adjustment.
	Vendor transactions	Prepare a list of invoiced vendor transactions that includes the debit, credit, and currency amount per invoice in the currency of the transaction, and the currency amount in the company currency.
	Vendor/Ledger reconciliation	Print this report to help you reconcile the balances of vendor and ledger accounts. The sum of all vendor transactions is compared with the sum of all the ledger transactions that are posted on the related vendor summary accounts.

Reimburse customers	Reimbursement	View the reimbursement transactions that were created by the Reimbursement periodic job.

Managing vendor information	Vendor base data	Print all available information about a vendor or a group of vendors.
	Vendor phone list	Print a list of vendor phone numbers.
	Vendors	Print essential information about a vendor or a group of vendors, according to the setup in the Vendors form.

Accounts receivable reports

The following table lists the Accounts receivable reports. The table entries are organized by business process component task and then alphabetically by report name. Reports with an asterisk (*) at the end of the name require SQL Server Reporting Services.

Business process component	Report name	Description
Invoice customers	Customer invoice journal Customer Invoice Journal *	View invoices with printing options.
	Customer invoice turnover	Print a turnover report for customer invoices.
	Invoice journal	View all invoices or select specific customer invoice journals and lines in the Customer invoice journal and Customer invoice lines fields.
	Invoice specification	View customer invoices.
	Ledger posting for sales orders	View information about sales order transactions that have been posted to the general ledger.
	Open sales order lines by customer	View information – sorted by customer – about the quantities of individual items on sales orders that have not been shipped.
	Sales analysis by invoice	View information about customer invoices, such as invoice balances, miscellaneous charges, sales tax, cost values, and gross margin percentages.
	Shipped not invoiced	View details about posted sales order shipments that have been entered, but not invoiced, as of the cutoff date that you specify.

Receive and enter payments	Bill of exchange journal	Analyze transactions in the bill of exchange journal, including the status of each transaction.
	Bill-Invoice relation by transaction date	Prepare a report that displays the relationship between bills of exchange and invoices, grouped by transaction date.
	Customer payment journal	View account and payment details for individual customers.
	Customer posted payment journal	View posted account and payment details for individual customers.
	Open bills	Analyze open cartera transactions by transaction date and customer.
	Open cartera transactions	View cartera transactions grouped by customer, due date, or bill ID.
	Open customer transactions for bills of exchange	View open customer transactions grouped by customer, due date, or method of payment.
	Open transactions	Print detailed information about the open transactions for each customer for the date entered in the Open transactions per field.

Manage and collect overdue payments	Collection letter note	Print collection letters for the selected customers.
	Customer account statement	Print external customer account statements that you can send to your customers.
	Customer aging report Customer Aging Report *	Prepare a report that shows the balances that are due from customers by period or aging bucket.
	Customer auditor	Print total amounts posted per Posting profile per Customer account.
	Customer balance list	View, side by side, how the customer balances have changed during a defined sub-period, such as last month, and a defined period, such as the current year.
	Customer balance list with credit limit Customer Balance List with Credit Limit *	Print the balance for each customer in the company currency based on the value according to the latest exchange adjustment.
	Customer exchange adjustment	View and print the details of the exchange adjustment that you are posting.
	Customer exchange adjustment simulation	View the anticipated effect of running an exchange adjustment.
	Customer internal account statement	Print and view account statements for each customer that are for internal use.
	Customer transactions Customer Transactions *	View invoiced customer transactions, including the debit, credit, and currency amount per invoice.
	Customer turnover	View customer turnover, sorted by invoice or order accounts.
	Detailed due day list Customer Detailed Due Day List *	View a detailed list of customer payments that are due on a specific date.
	Gross margin by customer	View – sorted by customer name and number – the item number and description, quantity, sales amount, cost, gross profit, and gross profit percentage details for individual customers.
	History by transaction	View the connection between the customer accounts and the ledger accounts.
	Interest note	Print interest notes to send to customers.

Setting up and maintaining Accounts receivable	Customer base data	Analyze available information about a customer or group of customers.
	Customer phone list	View a list of customer phone numbers.
	Payment step process	Print a report that describes the payment step process setup.

Bank reports

The following table lists the Bank reports. The table entries are organized by business process component and then alphabetically by report name.

Business process component	Report name	Description
Deposit bank funds	Cash report	Print information about the status of the bank accounts and the ledger accounts that are set up for balance control.
	Deposit slip	Print deposit slips that have been generated.
	Deposit summary by customer	Print information about the deposits made by a selected range of customers.
	Deposit summary by date	Print information about the deposits in selected bank accounts for particular dates or date intervals.

Reconcile bank accounts	Bank reconciliation	Print information to help you analyze transactions after the reconciliation date.
	Reconciliation bank/ledger	Print information that helps you reconcile the balances of bank and ledger accounts.
	Unreconciled bank transactions	Print information about bank transactions that are not reconciled.

Transfer bank funds	Payment advice	Print check number and bank account information about a payment.
	Payment summary by date	Print information about bank payments for a selected interval of bank accounts and dates.

Bank close	State 11	Print State 11 information about foreign bank transactions.

Fixed assets reports

The following table lists the Fixed assets reports. The table entries are organized by business process component and then alphabetically by report name.

Business process component	Report name	Description
Capitalize fixed assets	Fixed asset acquisitions	Print information about fixed asset acquisitions, including the acquisition date, price, and vendor information.
	Fixed asset bar codes	Print information about bar codes for fixed assets.
	Fixed asset book	Print information about an Italian fixed asset book.

Transfer/lend assets	Fixed asset - Low value pool statement	Print a list of low value pool amounts that you can submit to the tax office as a capital allowance schedule.

Revalue assets	Fixed asset mass update	Print information about asset records that have been updated using the mass update process.
	Fixed asset movements	Print information about the movement of fixed asset transaction types during a specific time period.

SUPPLY CHAIN REPORTS

Operations reports

The following table lists the operations reports. The table entries are organized by business process and then alphabetically by report name.

Business process	Report name	Description
Operation planning	Operation relations	Summarizes the base data operation or corresponding operation relations.
	Operation use	Summarizes the base operations that are used by each of the route operations.
	Operations scheduling	Displays production operation schedules from the update log.

Purchasing	Purchase forecast per item	Displays items and related purchase forecast information.
	Purchase header	Displays a list of purchase orders with header information.
	Purchase invoice specification	Displays a list of vendor invoice specifications.
	Purchase invoice turnover report	Displays a turnover report for vendor invoices.
	Purchase lines	Displays a list of purchase order lines.
	Purchase receiving log	Displays detailed receipt information about packing slip transactions that have been posted.
	Purchase requisition statistics	Displays a list of purchase requisitions with numbers, names, and totals included.
	Purchase supply capacity	Displays a list of purchase orders that includes calculations of the differences between the estimated delivery dates and the physical dates.
	Variance analysis statement	Displays information about production variances and purchase variances during a specified time period, such as the current period or current year.

Receiving	Receive	Displays a receipt report by selecting the inventory dimensions that you want on the report.

Quality assurance	Certificate of Analysis	Displays a certificate of analysis for a selected certificate, or for a selected customer, vendor, item date, or other criteria.
	Nonconformance report	Displays identification information about and related notes for nonconformance instances.
	Nonconformance tag	Displays information that can help you to prepare tags for a nonconformance so that a tag can accompany the defective material.

Warehouse operations	Location label	Use this form to print location labels to attach to the shelves in your warehouse.
	Multisite activation readiness	Displays information so that you can analyze multisite configuration and identify any transaction-related issues that would prevent the multisite functionality from being activated.
	Picking locations	Displays information about picking locations in the warehouses and the items that are configured to be stored at each picking location.

Production	Production	Displays information that can help you to reconcile the production and summary accounts in the ledger.
	Production groups	Displays information from various production groups that have ledger postings.
	Production overview	Displays the current status, quantity started, quantity reported as finished, and the corresponding times for scheduled start and end times.
	Production report	Displays selected operations, work centers, and processes per production, including the production start and end times.
	Production report and Project report	Displays information about imported production or project quantities to reconcile and find posting errors.
	Production variance	Displays information about variances for ended production orders.
	Variance analysis statement	Displays information about production variances and purchase variances during a specified time period, such as the current period or current year.
	Work in process	Use this report to view information about route or job transactions that have been reported against for production orders.

Shipping	Shipment	Displays a shipment paper report.
	Shipment list	Displays information about the content of a shipment.
	Shipped not invoiced	Displays details about posted sales order shipments that have been entered, but not invoiced, as of the cutoff date that you specify.

Inventory reports

The following table lists the inventory reports. The table entries are organized by business process component and then alphabetically by report name.

Business process component	Report name	Description
Inventory close	Cost price for receipts	Displays the cost price of receipts.
	Inventory movement	Displays information about in-flows and out-flows from inventory.
	Open quantities	Lists the open quantities, which are items that have not yet been financially updated.

Inventory adjustments	Adjustment settlements	Displays adjusted inventory transactions or adjustment settlements.

Inventory recalculation	Open quantities	Lists the open quantities, which are items that have not yet been financially updated.

Inventory batch processing	ABC classification, locations	Displays information about proposed zone and picking area based on the calculated ABC classification.
	Adjustment settlements	Displays adjusted inventory transactions or adjustment settlements.
	Certificate of analysis	Displays a certificate of analysis for a selected certificate, or for a selected customer, vendor, item, date, or for other criteria.
	Check inventory settlements	Displays information so that you can check whether the sum of all of the settled cost amounts in the company currency per item, configuration, and transaction date in the inventory settlement records equals 0 (zero).
	Correction report	Displays information about corrections for nonconformance.
	Cost category rates	Displays information about the cost records for cost categories.
	Cost price for receipts	Displays the cost price of receipts.
	Counting statistics	Displays counting statistics that indicate the number of lines counted accurately and the number of lines counted inaccurately
	Critical on-hand inventory	Displays the on-hand inventory that is below the minimum, on the basis of on-hand inventory and inventory dimensions.
	Date items	Displays a list of batches where the expiration date has been exceeded.
	Indirect cost rate and ration	Displays information about the cost records for indirect cost calculation formulas.
	InventABC	Lists items and calculates the ABC values for each item for the time period that is entered.
	Inventory by inventory dimension aging report	Displays age-distributed on-hand values per selected inventory dimensions, according to end date.
	Inventory by item group aging report	Displays the carrying costs or inventory levels for a list of items for the time period that is entered.
	Inventory journal	Displays inventory physical transactions in chronological order, sorted by transaction date or by warehouses.
	Inventory receipt, forecast and current	Displays information so that you can compare forecast purchases and realized purchases.
	Inventory transactions	Displays inventory transactions.
	Inventory turnover - forecast and current	Displays information so that you can compare forecast sales and realized sales.
	Inventory turnover forecast	Displays information so that you can compare the sales budgets of two different periods.
	Inventory value by inventory dimension	Displays the inventory value per inventory dimension for the date that you select.
	Inventory value per item group	Displays the inventory value in quantity and amount, per date and per item group.
	Inventory value statement	Displays inventory values during a specified time period.
	Investigation of cost price for receipts	Displays items that are outside a maximum deviation for the cost price.
	Item prices	Displays item cost records, either the cost records within a specified costing version or the active cost records.
	Items in quarantine	Displays a list of items in quarantine.
	Journal lines, Inventory	Displays information so that you can analyze inventory journal lines for the selected journal.
	Lines	Displays the bill of material (BOM) lines or versions that comprise BOM items.
	Nonconformance report	Displays information about nonconformances.
	Nonconformance tag	Displays information about tags for a nonconformance so that a tag can accompany the defective material.
	On-hand inventory	Displays on-hand inventory by quantity on the basis of on-hand inventory and inventory dimensions.
	Open quantities	Lists the open quantities, which are items that have not yet been financially updated.
	Ordered items	Displays an overview of items that were ordered for purchase or production on the basis of inventory transactions.
	Packing material fee calculation	Displays the packaging material fees according to the packaging material code.
	Packing material weight	Displays the purchase packaging material transactions within a specific period.
	Packing material weight - sales	Displays the sales packaging material transactions within a specific period.
	Pallet label	Displays a list of pallet labels with pallet identification (ID) numbers and bar codes.
	Pallet label (RFID)	Displays a list of pallet labels with pallet ID numbers and tag IDs.
	Physical inventory by inventory dimension	Displays physical inventory according to selected inventory dimension, according to specified date.
	Physical inventory by item group	Displays the physical inventory per item group on the date specified.
	Picking list	Displays information that helps you to record material consumption in the picking list journals for production.
	Picking locations	Displays information about picking locations in the warehouses and the items that are configured to be stored at each picking location.
	Posted inventory value for services	Displays inventory values for charged items in the selected period, where the post financial inventory check box in the Inventory model groups form was clear at the time of the update.
	Price list	Lists items within price agreements listing the quantity, price and currency.
	Prices	Displays a list of item sales or purchase sales with price agreements.
	Production variance	Displays information about variances for ended production orders.
	Purchase forecast per item	Displays items and related purchase forecast information.
	Reconciliation of inventory/ledger	Displays, on the basis of the inventory transactions, the reconciliation between the inventory and ledger balances for the selected period with subtotals for each ledger account.
	Reservations	Displays an overview of items that are on order or reserved.
	Sales forecast per item	Displays items for related sales forecast information.
	Serial number label (RFID)	Displays information so that you can prepare a list of item labels with case ID numbers and tag IDs.
	Specification of physical quantity	Displays detailed information about physical quantity.
	Specify inventory value	Displays information about inventory value.
	Standard cost price deviations	Displays differences in the standard cost price per item and per item group on the basis of the inventory transactions.
	Standard cost variance analysis	Displays information so that you can prepare information about historical variances for items with a standard cost inventory model.
	Transfer overview	Displays the transfer order information.
	Variance analysis statement	Displays information about production variances and purchase variances during a specified time period.

Customer service reports

The following table lists the customer service reports. The table entries are organized by business process component and then alphabetized by report name.

Business process component	Report name	Description
Fulfill service contracts	Service agreement	Lists the service agreements.
	Service contract	Lists the service contracts based on projects.
	Service order	Lists the service orders.
	Service order margin	Lists the revenue per service order.
	Template BOM lines	Lists the bill of materials (BOM) lines that were created per template BOM.

Handle customer inquiries	Customer schedule	Lists the service orders in progress, sorted by start dates.
	Repair history by service object	Lists the repair history of individual service objects.
	Repair history by technician	Lists the repair history by individual technicians.
	Resolution by diagnosis	Lists the resolutions to repair lines by diagnosis.
	Resolution by symptom	Lists the resolutions to repair lines by symptoms.
	Service order progress	Lists the service orders in process and their service stages.

Deliver service	Created subscription fee	Lists the subscription fee transactions that were created by subscription.
	Service BOM history	Lists the service history of service BOMs sorted by service objects.
	Service BOM lines	Lists the service BOM lines sorted by service order or service agreement.
	Service object	Lists the service objects.
	Service subscriptions	Lists the service subscriptions.
	Service task	Lists the service tasks that were applied in service orders and service agreements.
	Transaction - Subscription	Lists the subscription transactions per project statement.
	Work description	Lists the tasks and resources that are required for a field service technician to fulfill service orders.
	Work receipt	Lists the tasks and resources that are required to fulfill service orders.

Human Resources reports

The following table lists the Human Resources reports. The table entries are organized by business process component and then alphabetically by report name.

Business process component	Report name	Description
Recruit workforce	Action plans	Print a list of the company's action plans.
	Actions	Print an overview of information related to all actions.
	Applicant status	Print an overview of the current status of all applicants.
	Application status by project	Print an overview of the current status of all applications assigned to each recruitment project.
	Form I-9 document expire list	Print a list of all employees for whom you must reverify Form I-9 document information before a selected date.
	Form I-9 document type expire list	Print a list of any List A, List B, and List C verification documents that will soon exceed their expiration dates.
	Form I-9 inspection list	Print Form I-9 verification information for one or more employees.
	Mass hire project	Print an overview of all employees created by using the Mass hire project form.
	Overdue actions	Print an overview of all overdue actions.
Retain workforce	Absence administration	Print an overview of absence registration rules that have been violated, and by whom.
	Absence journal missing	Print an overview of all employees who have absence journals that are pending approval.
	Absence setup	Print this report to see all employees who are assigned to each absence setup.
	Absence status	Print an overview of absence information for an employee.
	Course agenda	Print an overview of course agendas.
	Course certificate	Print certificates that can be sent to people who have completed a training course.
	Course confirmation	Print a letter that you can send to people to confirm their registration for a particular training course.
	Course instructors	Print a list of all courses that a course instructor is assigned to.
	Course structure	Print an overview of the course setup defined for training course.
	Course types per skill	Print a list of the skills that can be acquired by completing a training course.
	Expired certificates	Print an overview of all expired certificates.
	List of participants	Print a list of all people who are registered for a course or who are on the waiting list.
	Jobs per skill	Identify which jobs require a particular skill.
	Recruitment projects	Print an overview of information related to recruitment projects.
	Registration	Print an overview of training course registration information. The results are sorted by course.
	Résumé	Print information related to résumés stored by the company.
	Skills by person	Print a list of skills recorded for employees, applicants, and contact persons.
	Skills gap: Employee - goal	Obtain an overview of the difference between the employee's current skill level compared to his or her target skill level.
	Skills gap: Person - job	Identify differences between a person's skill profile and that of a selected job.
	Skills gap: Job - person	Identify differences between a job's skill profile an that of a selected person.
	Questionnaire result	Print an overview of the results of questionnaires completed in association with training courses.
Motivate workforce	Employee benefits	Print an overview of benefit types that have been granted to employees.
	Development plan	Print an overview of overdue development plans.
	Development plans	Print an overview of information and activities related to employee development plans.
Manage organization	Anniversaries	Print a list of employee anniversaries.
	Birthdays	Print a list of employee birthdays.
	Education group	Print a list of education groups and of the educations associated with each group.
	Employee leave	Print an overview of all employees that are currently on a leave of absence.
	Employee responsibilities	Print an overview of all areas that an employee is assigned to.
	Groups per line organization unit	Print a list of employees working in the line organization who are also assigned to project or matrix type units.
	Hired in period	Print a list of employees or contractors who were hired during a specific period.
	Network groups	Print an overview of all network groups and their members.
	Number of employees	Print a list of the number of employees working in your organization units.
	Overdue loan	Print an overview of all overdue loan items.
	People per organization unit	Print information about the people employed in organization units.
	People per job	Print an overview of employees occupying positions in the company.
	Job information	Print an overview of information related to positions.
	Jobs per organization unit	Print information related to positions in organization units.
	Seniority list	Print an overview of the length of employee tenure.
	Skill types	Print a list of all the skills that are associated with each skill type.
	Strategic planning, developments	Print an overview of developments in strategic plans.
	Strategic plans	Print an overview of information related to strategic plans.
	Terminated in period	Print a list of employees or contractors who were terminated during a specific period.

Sales and marketing reports

The following table lists the Sales and marketing reports. The table entries are organized by business process and business process component and then alphabetically by report name.

Note Report names followed by an asterisk (*) require SQL Server Reporting Services.

Business process and business process component	Report name	Description
Marketing Analyze marketplace	Average call duration	Provides a calculation of the average telephone call length.
	Business relation activities	Lists activities related to a business relation.
	Business relation financials	Summarizes business relations with similar financial information.
	Business relations	Lists business relations based on information that is stored in the Business relations form.
	Business relations with contacts	Lists business relations with related contact persons.
	Campaign response frequency	Lists the response totals to multiple campaigns.
	Campaign target responded	Lists all targets who have responded to a campaign.
	Inbound call	Provides a list of all inbound telephone calls.
	Outbound call	Provides a list of all outbound telephone calls.
	Telemarketing response	Lists all responses to a telemarketing campaign.
	Telemarketing summary	Provides a summary of opened, closed, and canceled calls.

Marketing Develop marketing plan	Activity analysis	Lists all of the activities in a campaign.
	Last activity for business relations	Lists the last activity for a selected business relation.

Marketing Conduct campaign	Call list report	Lists the call list targets for all selected campaigns.
	Campaign targets	Lists the targets of a campaign.
	Status report	Lists the status of a call list.

Sales Establish sales forecast	Business relation turnover	Lists all customers, the budgets attached to them, and their potential spending.

Sales Manage sales force	Quotations by salesperson	Shows all of the quotations that were created by a selected salesperson.
	Sales targets	Shows the sales targets for a specific salesperson.

Sales Make the sale	Quotation lost - Reason	Lists all lost quotations and the reasons for the loss.
	Quotation won - Reason	Lists all won quotations and the reasons for the win.
	Quotations by item	Groups quotations that contain related items.

Sales Schedule customer activities	Activity per quotation	Lists all activities that are associated with a selected quotation.
	Activity turnover	Lists all activity turnover for a selected employee.
	List of activities	Lists all activities for a selected business relation.

Sales Make the sale	Customer	Lists the available base data information about a customer or a group of customers.

Sales Process sales orders	Blanket order	Provides information about blanket orders and the associated released orders.
	Customer/Item statistics	Lists statistics about customers and items that have been ordered, grouped by customer.
	Item/Customer statistics	Lists statistics about items that have been ordered by customers, grouped by item.
	Ledger posting for sales orders	Shows information about sales order transactions that have been posted to the general ledger.
	Open sales order lines by customer	Shows information, sorted by customer, about quantities of individual items on sales orders that have not been shipped.
	Open sales orders Open Sales Orders *	Shows information about open sales orders. An open sales order has one or more items that have been ordered by the customer but have not yet been shipped.
	Order lines	Lists sales order lines and the item discount for each sales order line.
	Order lines not invoiced	Lists sales order lines that have not yet been invoiced. This report also specifies the amount to be invoiced for each sales order line and the total amount for all sales order lines.
	Sales order	Lists sales orders sorted by customer.
	Supplementary item overview	Lists supplementary purchases and sales for an item number or item group.

Expense management reports

The following table lists the Expense management reports. The table entries are organized by business process component and then alphabetically by report name.

Business process component	Report name	Description
Cash advance	Cash advance per employee	Shows the distributed cash advance amount per employee.
	Cash advance requests	Lists cash advance requests submitted by employees and the currencies requested.

Expense report entry	Cost statistics per groups	Shows the costs incurred per statistics group.
	Employee balance	Shows the balance of cash advance for an employee.
	Expense reports	Lists all expense reports that have been submitted.
	Expense types per employee	Lists per employee, the expense types that are entered on expense reports.
	Mileage per employee	Shows the mileage use amount per employee.
	Per diem per employee	Lists employee per diem amounts per employee.
	Personal expenses	Summarizes all personal expenses that are entered by employees on submitted expense reports.
	Posted transactions	Lists transferred and posted expense reports that are now located in the General ledger.

Reimburse	Vendor aging report	Lists the balances owed to employees set up as vendors for a selected period.

Unit Conversion in AX

2010-09-06T00:19:00.000-07:00

Use Unit Conversion Form to convert units for a particular item number in the Items form. For example, you can convert units when large volumes of raw materials are purchased and you need units that can be used in production. Example: 1 Bag of raw material = 100 Kgs.

Click Basic > Setup > Units > Units.

Click Setup > Unit conversion.

Select the relevant item number from the Item number list.

The inventory unit to be converted from is inserted automatically in the From unit field.

In the Factor field, specify the conversion factor and any quantity added upon conversion.

In the To unit field, specify the inventory unit you want to convert to.

In the Round off field, select a rounding method for the To unit.

The current conversion formula is always displayed at the bottom of the screen.

Close the form and you can then choose the alternative unit for the item in the Item form.

Microsoft Dynamics snap-in applications for Dynamics AX 2009

2010-08-25T02:02:00.000-07:00

Use Microsoft Dynamics snap-in applications to interact with Microsoft Dynamics information from Microsoft Office.
Currently Six applications are available which are listed below:

Business Data Lookup - insert Microsoft Dynamics AX data into a Microsoft Office Word document, Excel spreadsheet or Outlook email
Custom Report Generator - extract, view and analyze data residing in Microsoft Dynamics AX as neatly formatted reports within Microsoft Office Excel.
Timesheet management - use Outlook Calendar entries to submit timesheets without logging into Microsoft Dynamics AX directly
Vacation Management - use Outlook Calendar to submit vacation requests without logging into Microsoft Dynamics AX directly
Expense Management - create, submit and approve or reject expense reports in Microsoft Office SharePoint, without logging into Microsoft Dynamics AX directly
Customer Journal - take an offline Microsoft Office InfoPath record of all pertinent customer information, work offline and synchronize the changes in the Microsoft Dynamics AX system

Download Microsoft Dynamics Snap-in Application for Dynamics Ax 2009 here.
Download Brochure for Dynamics Snap-in Applications here.
Download White Paper on Microsoft Dynamics Office Integration here.

White paper on Cost Management in Microsoft Dynamics AX 2009

2010-08-25T00:02:00.000-07:00

I liked the White paper on Cost Management in Microsoft Dynamics AX 2009. Highlights are the diagrams and examples used to explain different inventory models - Simple and easy to understand. Appendices are very handy.

Integrating Axapta with Microsoft Outlook

2010-08-19T05:23:00.000-07:00

In Microsoft Dynamics AX 4.0, you can set up the Microsoft Office Outlook Integration to integrate contacts, tasks and appointments between Microsoft Dynamics AX and Microsoft Office Outlook.

To set up the Microsoft Office Outlook Integration to integrate contacts, tasks and appointments between Microsoft Dynamics AX and Microsoft Office Outlook, follow these steps:

1. View the e-mail account setting in Control Panel, follow these steps:

a. Click Start, click Control Panel, and then click Mail.

b. In the Mail Setup – Outlook dialog box, click E-mail Accounts.

Note If the profile is not set for the desired user, click Show profiles, change to use the correct profile, click Properties, and then click E-mail Accounts.

c. Click to select the View or change existing e-mail accounts option, and then click Next.

d. Click Change.

e. In the E-mail Accounts dialog box, note the user name in the User Name field, and then note the value in the E-mail Address field.

2. Verify that all information on the Microsoft Office Outlook tab is correct in the Employee dialog box. To do this, follow these steps:

a. Click Administration, and then click Users.

b. In the User dialog box, click a user, and then click User relations.

c. On the General tab, select the employee record that you try to integrate with the current user in Microsoft Dynamics AX in the Employee field.

d. Click Human Resources, click Employee, and then click the record that you selected in step 2c.

e. In the Employee dialog box, click the Contact information tab, and then specify the correct e-mail account information in the E-mail field. This information should match the value in the E-mail Address field in step 1e.

f. Click the Microsoft Office Outlook tab, and then view the information. You may notice that not all information is specified.

Note In this step, you must verify that the "Microsoft Office Outlook user Identification" setting matches the user name in the User Name field in step 1e. This will make sure that you can synchronize Microsoft Dynamics AX and the Outlook client on the computer.

3. Run the Use current Microsoft Office Outlook profile function to set the program to use the current Outlook profile. To do this, click Function, and then click Use current Microsoft Office Outlook profile.

4. Follow these steps to synchronize contacts, tasks and appointments between Microsoft Dynamics AX and Outlook:

a. Run the Pick contact Microsoft Office Outlook folder function.

b. Run the Pick task Microsoft Office Outlook folder function.

c. Run the Pick appointment Outlook folder function.

5. Click Save.

Setting up bar code in AX 2009

2010-05-11T03:14:00.000-07:00

Many companies use barcodes for different purposes like:
Tagging Items – To identify items
Tagging pallets – To identify pallets
Tagging locations – To identify locations
Microsoft Dynamics Axapta 2009 supports use of bar codes which can be setup using very simple steps. T his article contains two main setups:
STEP 1: The first step is to set up the bar code to be used using AX Barcode setup form.
STEP 2: The second step is to associate the bar code with the item
STEP 1: Set up the bar code to be used using AX Barcode setup form.
1. From Dynamics AX client navigate to:
Basic > Setup > Bar code setup
2. On the overview tab, Click New and enter details:
3. In the General Tab enter Minimum and Maximum length.
Bar code setup
Type the name of the bar code.
Description
Enter a description of the bar code.
Bar code type
Select the bar code type from the list.
Font
Select a font for the bar code from the list of available fonts installed in Microsoft Windows.
Size
Specify the font size of the bar code.
Minimum length
Specify the minimum length allowed for the bar code.
Maximum length
Specify the maximum length allowed for the bar code.

STEP 2: Associate the bar code with the item
1. From Dynamics AX 2009 Client navigate to:
Inventory management > Items > Setup button > Bar codes
Use this form to set up multiple bar codes for each item, in addition to setting up bar codes according to item configurations and dimensions. Bar codes identify items and register inventory information.
For example, you can set up bar codes for each color of an item, and then for every sale you register the item and the item color. In this way, you know the number of items on stock by color.
Tabs
Overview tab
Get an overview of the bar codes that are associated with an item. You can also create, modify, or delete the bar codes.
General tab
View specific information about an item and the bar code that is associated with it. The information is grouped into four areas, such as information about the Item, Bar code, Setup, and Item dimension. On the General tab, you can also create, delete, or modify a bar code.
Fields
Item number
This is a unique user-defined code that is assigned when items are created. It is recommended that special characters or spaces not be used in the item number.
Item numbers can be generated by the system by linking the item number to a Number sequences (form).
Configuration
Select an item configuration to specify an item with specific attributes.
Size
Specifies the size of the item.
Color
Specifies the color of the item.
Bar code setup
Select the bar code type that you would like to apply to the item.
Scanning
Used for scanning items with us.
To be printed
Used when printing.
Bar code
Bar code digits.
Dimension No.
Identification of dimensions for the item.
Quantity
Quantity in the inventory units of the item.
Description
Brief description of the transaction.
Warehouse
Enter the warehouse in which you store your items.
Batch number
Enter the batch number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment /Receive form, you can edit the batch number for the transfer order line.
Location
Location inside a warehouse. If you select Edit lines and Explode lines in the upper section of the Shipment /Receive form, you can edit the location number for the transfer order line.
Pallet ID
Unique ID for the pallet (Serial Shipping Container Code).
Serial number
Serial number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment/Receive form, you can edit the serial number for the transfer order line.
Inventory Button
Click Inventory > Dimensions display to select the inventory dimensions to appear in the Item - bar code form.

Setting advance filtering queries similar to other user in Axapta

2009-06-03T22:57:00.001-07:00

Setting advance filtering queries for a particular user similar to another user is a normal requirement.

Example: Users Use Saved Advanced Filtering queries on the Item Details form to search for items. If the same queries are required by another users, a time consuming and cumbersome way is to manually set up these queries for each and every user.

How can we quickly copy the query parameters/criteria from one user to another user?

Use the code below:

Note: change the values of fromUserId and toUserId depending on the requirement.

static void CopyAdvanceFilterQueries(Args _args)

{

SysLastValue sysLastValue;

UserId fromUserId, toUserId;

;

fromUserId = "user1";

toUserId = "user2";

while select sysLastValue

where sysLastValue.recordType == UtilElementType::UserSetupQuery

&& sysLastValue.UserId == fromUserId

{

sysLastValue.UserId = toUserId;

sysLastValue.RecId = 0;

sysLastValue.insert();

}

KB Article for Issue with ‘Find Sales Order’ function

2009-06-03T02:55:00.001-07:00

Microsoft released a KB article for issue with 'Find Sales Order' function

Access KB Article for KB968405 here

PartnerSource/CustomerSource Login required.

This issue is also discussed on AX Forum here

Customers can contact their partner or contact microsoft support directly for downloading this KB.

Creating workflows in AX

2009-06-03T02:26:00.001-07:00

This white paper by Microsoft provides guidelines to implement workflow.

Download whitepaper here.

This white paper identifies the code you must modify to integrate workflow approvals with specific journals. In Microsoft Dynamics AX 2009, workflow approvals have been implemented to integrate with financial journals based on specific journal types.

MSDN Link for implementing workflow in Dynamics AX

Latest Axapta KBs

2009-05-25T06:32:00.001-07:00

· KB 968357 - AX upgrade script fails if the the AX installation has shared CustTable, VendTable or ContabcPerson table.
Note: KB article not available yet. Contact Microsoft Dynamics AX Support to request the hotfix

· KB 969355 - Upgrade to AX 2009 does not change some language codes (PT,NO,P,Zh-CN)
Note: KB article not available yet. Contact Microsoft Dynamics AX Support to request the hotfix

Create Tags for Fixed Assets in Axapta

2009-05-21T02:26:00.000-07:00

As far as I know creating tags for Fixed assets is not a built-in, out of the box functionality in AX. Although, Creating RFID tags for items is possible.
If the requirement is very important, I would suggest custom development.

You have to do the following customisation:

1. Go to

Inventory Management > Common Forms > Fixed Asset Details

Select the Asset and go to Command > Record Info

The window below will appear:

Similar to 'Print all fields' button, create a button to print only the fields which you want to print for the Fixed Asset Tag.

2. You can place this button to print the Asset Tag in the main Inventory Form also.

Note: There might be other ways of implementing the requirement for printing tags for fixed assets in Axapta, and I have suggested one approach. Implement it if you find it suitable.

Print Management in AX

2009-05-21T00:43:00.000-07:00

When you post or reprint business documents such as sales orders and purchase orders, the resulting documents, such as invoices or packing lists, can be printed using the defined settings for the effective original or copy records in print management.
Accounts receivable > Setup > Forms > Form setup > Print management
–or–
Accounts payable > Setup > Forms > Form setup > Print management
–or–
Project > Setup > Forms > Form setup> Print management
Use this form to set up print management original or copy records and conditional settings. This information controls the way that documents, such as sales orders and purchase orders, are printed during the posting process.
Note: If you want to print multiple copies of the original document, use the 'number of copies' feature on the print settings page which appears after you give the print command.

Troubleshoot AOS issues in AX

2009-05-21T00:30:00.000-07:00

For debugging the error below refer links below:
Faulting application ax32serv.exe, version 4.0.2501.116, stamp 46948f66, faulting module ax32serv.exe, version 4.0.2501.116, stamp 46948f66, debug? 0, fault address 0x000fcde0
\
Troubleshoot installation issues with AOS
http://technet.microsoft.com/en-us/library/aa497072.aspx
Troubleshoot problems operating the Application Object Server
http://msdn.microsoft.com/en-us/library/aa548675(AX.10).aspx
Troubleshooting AOS or Microsoft Dynamics AX client startup during upgrade
http://technet.microsoft.com/en-us/library/dd362017.aspx

Setting Financial Dimensions for a Site in AX 2009

2009-05-21T00:21:00.000-07:00

Setting up a link between a financial dimension and the site inventory dimension enables a company to produce profit and loss figures per site.
Establishing a financial dimension link to a site results in the following conditions:
A financial dimension is associated with the site inventory dimension.
A financial dimension value is associated with each site.
Click Inventory management > Setup > Posting > Dimension link.
In the Dimensions field, select the financial dimension that you want to link to the site inventory dimension. The Department dimension is selected by default, but you can change it.
Click the Sites button to open the Sites form. The financial dimension that you selected (in the previous step) now appears as a column header on the Overview tab.
Select a site. In the Dimensions column, select a financial dimension from the lookup list. The list displays the dimensions that are set up in the Dimensions form, which is located at Basic > Dimensions.
The specified financial dimension value is now associated with the selected site. Repeat this step for each site.

Axapta and Lotus Notes Email

2009-05-20T23:43:00.000-07:00

Automatic Axapta CRM E-mail journalisation from Lotus Notes
For Details Refer Link Below:
http://www.intoint.dk/intoint/homepage/CFBase.nsf/index?openAgent&level=2&parent=4&id=117&lang=1
Modify the sample code at the link below to send email to lotus notes instead of Outlook:
http://daxguy.blogspot.com/2006/11/send-e-mail-from-axapta.html

Order Inside Microsoft Dynamics AX 2009 book

2009-05-20T23:30:00.000-07:00

Order "Inside Microsoft Dynamics AX 2009" book
About The Book
A detailed look at how Dynamics AX is designed—and how to put those insights to work for your enterprise
About The Authors
The authors are all members of the Microsoft Dynamics Team
Details:
http://www.microsoft.com/learning/en/us/Books/13345.aspx
Order here OR here