Installing Dynamics AX Import Export Framework

I was trying to install Dynamics AX Import Export Framework but it took whole week due to bugs and errors below is the list of links that help me get going and install it. :)

To Resolve Prereq checks issue:
https://community.dynamics.com/ax/f/33/t/103669.aspx#.UVF4IlcuD2o

To Resolve error in AXUtil:

http://helpdeskgeek.com/how-to/fix-not-recognized-as-an-internal-or-external-command
https://community.dynamics.com/ax/f/33/t/103754.aspx#.UVF4hFcuD2o

Thanks for visiting.

Data Partitioning in AX 2012

While I was importing test data on Server I was stopped by the word "Data Partition", so did little bing on term and found a very informative article on it.

Microsoft Dynamics AX 2012 R2 enables data isolation by using data partitions. For example, an organization has several subsidiaries. If the management of the organization does not want employees of one subsidiary to have access to the data for other subsidiaries, data partitions can provide the boundaries that are required for data isolation.

To read full article click here.

Update SID in Dynamics AX 2009

When Dynamics AX is shifted from one Domain to Other domain you have to update its SID before you log into AX.

To check SID use below command:


"wmic useraccount get name,sid"

and upadate SID in User info Table.

Solution for Error: The inventory quantity to match for packing slip xyz item 123 cannot be reserved.

Solution concluded from below two postings:

1: http://community.dynamics.com/product/ax/f/33/t/27545.aspx
2: http://dynamicsuser.net/forums/p/45819/231704.aspx

First check packingslip number from purchase order. Then goto AOT--> Data Dictionary-->Tables-->Purchparmsubline TABLE.

Search packingslip number in DocumentID field delete it.

Worked for me :).

Few days ago while working with importing customizations and re-freshing AOT in Dynamics AX 2009, we stuck with the following error "Illegal data conversion from original field [field names]Unable to convert data types to anything but character field type (0 to 4)." Found a great blog on that topic. Hope, will solve, if you  stuck with similar problem. Click on link read blog http://daxline.blogspot.com/2011/07/how-to-fix-illegal-data-conversion-from.html.

Dynamics AX 2012 licensing

Every company must cope with software licenses these days. Good understanding of license programs can bring significant savings; unawareness can comprises needless expenditures or leads up to violating license agreements and relevant consequences.

Dynamics AX 2012 comes with a new license model, which is similar to licensing of other Microsoft products and it brings also other advantages. This article has set a target to introduce basic concepts of Dynamics AX 2012 licensing and to quote links to sources of more detailed information. Read complete blog at http://dev.goshoom.net/en/2011/09/dynamics-ax-2012-licensing/.

Currency Setup in Dynamics AX 2009

Good Day!!!

Today we will be looking at Currency Setup in Dynamics AX 2009. Our agenda will be to learn following things.

1-      Create currencies in Dynamics AX

2-      Currency setup in General Ledger setup

3-      Setting company default currency

Ok, now let’s start

1-      Create currencies in Dynamics AX

To create currency:

Go to:  General Ledger à  Setup à Exchange Rates

As you can see in above screen shot we have five tabs on this form. First is the overview tab. In this tab we’ll create new currency. To create new currency press Ctrl + N, click on Currency field write new currency short name (3 characters limit), in Name field write descriptive name for new currency, in ISO field select ISO currency code for new currency and in Symbol field enter symbol for new currency created.

In second section of the Exchange rates form, are the exchange rates for currency. You can define exchange rates for each day. If you want to use one exchange rate leave Start date field blank. AX will automatically use last exchange rate add, if multiple exchange rate are available.

Next is the general tab which shows same information as in Overview tab except the Gender field (Optional if you are not using Spanish check).

Third tab is the Currency convertor. Enable currency conversion by check mark on Conversion.  Postfix and prefix are character you want to add after amount. Enter spaces before and after postfix and prefix fields to separate from amount.

After doing above setting we will get following result as in Chart of Accounts form in below screen shot. Refer to the currency format in "Balance" Column.

Third tab is Posting define Realized loss, Realized profit, Unrealized loss, Unrealized profit due to currency exchange rate.

These settings depends on your company policies and weather you are using foreign currency for billing and payments. I will be posting a detailed blog on this topic soon. 

Last tab is Round-off as the name shows it’s about rounding off currency.

General rounding-off applies to all modules and there are separate settings for Account Receivable, Payables and Prices. You can read more about rounding in the end of this document.

2-      Currency setup in General Ledger

Next, we will see Currency setup in General Ledger

In General Ledger module go to parameters then ledger tab you will see following settings:

In Express exchange rate Specify how much of your currency equals to 100 units of foreign currency. Maximum penny difference is for adjustment of penny after currency conversion in primary currency.

3-      Setting up company default currency

To set company default currency

Basic à Setup à Company Information à Other tab à Currency à Currency

You can select any currency you have created in currency exchange form.

Miscellaneous 

Rounding in Exchange rates form:

We have amount 6827.28. Below table describe how Round Off and Rounding form works.

Rounding form	Round off .01	Round off .10	Round off 1.00	Round off 10.00	Round off 100.00
Normal	6827.28	6827.20	6827.00	6830.00	6800.00
Upward	6827.28	6827.30	6828.00	6830.00	6800.00
downward	6827.28	6827.20	6827.00	6820.00	6800.00

That’s all for now.

Good Bye!!