Wednesday, December 19, 2012

Settings of Purchase Books and Sales Books for Electronic Reporting Module

Need to share the tax data to the tax authorities electronically?  You can do that in Dynamics AX! 

Follow the link for further details:

However, it is important to verify that your environment is compatible with the service pack(s), hotfix(es), or download(s) being installed. A service pack, hotfix, or download may cause interoperability issues with customizations, and third-party products that work with your Microsoft Dynamics solution.

Drop me a note if you are note sure, maybe I can help!

Travel and Expense Management - self-paced training

Check out the link below for the 'How To's on Travel and Expense Management features in Dynamics AX 2012.  You would need a valid Windows Live id with proper access rights! :-)


Course Number 80429
This training provides individuals with an overview of Travel and Expense management features and functionality in Microsoft Dynamics AX 2012.This training covers the major functions and describes how Travel and Expense is integrated with the Enterprise Portal. The participants for this training should have basic knowledge of the earlier versions of Microsoft Dynamics AX.

This training is intended for partners, customers, and Microsoft team members who implement the Travel and Expense Module, who submit or approve Expense Reports, or work with other Travel and Expense module functionality. A moderate knowledge of workflow in Microsoft Dynamics AX 2012 is recommended.

At Training Material Completion
After completing this course, students will be able to:
  • Describe the purpose and benefits of using the Travel and Expense Management module in Microsoft Dynamics AX 2012
  • Describe the workflow for creating and approving expense reports
  • Set up basic data required to use the Expense Management module
  • Define offset accounts for payment methods
  • Define the types of payment methods
  • Reimburse employees through the Accounts Payable module
  • Import credit card transactions to an expense report
  • Create an expense report
  • Select expense categories for expense line items
  • Itemize expenses
  • Distribute expenses
  • Mark expenses as personal
  • Add guests to expense reports
  • Attach receipts to an expense report
  • Submit expense reports
  • Post expense reports
  • Create a travel requisition
  • Define workflow terminology
  • Define workflow participants
  • Create workflows by using workflow types
  • Create a travel and expense policy
  • Enter and submit an expense report by using an expense policy
  • Create an audit policy
  • Create an expense to be charged to a project
  • Set up base data required for per diem calculations
  • Set up time and expense parameters for per diems
  • Enter per diem transactions in an expense report
  • Set up cash advance parameters
  • Request and approve a cash advance
  • Apply cash advances to expenses incurred
  • Return a cash advance
Before reviewing this training, individuals should have knowledge and experience of the following:

  • Attended Finance I in Microsoft Dynamics AX 2012
  • Knowledge of Workflow in Microsoft Dynamics AX 2012
  • A working knowledge of Policies in Microsoft Dynamics AX 2012

Monday, December 17, 2012

Setting up Currency Exchange Rate feed

With businesses going global, there is a need to know currency exchange rates on a daily basis, preferable from with Dynamics AX environment.  Interested in checking out the source code that is available to implement such a feature.

In brief, here is what you do:
  1. Set-up an account (either a no cost or paid service) with Exchange Rate Provider (e.g.
  2. Configure the X++ or .NET code (classes)
  3. Test the service
Want to check it out?  Drop me a note / post a comment and I will send you a white paper and code snippets describing the steps in details.

Friday, December 14, 2012

Budget Planning Analysis - actionable strategies

With AX 2012 R2, you can find a very comprehensive yet simple tools for budget planning analysis.

Using the good old Pivot Tables, you can do any of the following when you deploy the data cube.

  • View multiple budget scenarios in one view
  • Ledger accounts across multiple plans
          Because the same ledger account can appear in more than one budget plan, it can be useful to
          aggregate amounts by account for multiple plans.
  • Budgeted net income
          The primary business calculation for net income is available in the budget planning cube.
          Using the calculated measure allows the analysis of net income by plan, financial dimension,
          or other data set.

Are you interested to know more? Drop me an e-mail or post a comment and I can share a very detailed document that you can use right away.

Thursday, December 13, 2012

Another important milestone for Microsoft Dynamics AX!  With the release 2 (R2) of the Dynamics AX 2012 version, user have a lot more compelling features available for their specific industry segment.

Too many to describe in detail, however, here is the bird's eye view:

Business Feature Changes (alphabetical order) include the following categories:

  • Address book
  • Analysis cubes
  • Budget planning
  • Budgeting and budget control
  • Commerce Services for Microsoft Dynamics ERP
  • Country/Region Context
  • E-commerce
  • Employees
  • Financial dimensions
  • Intercompany timesheet entry in projects
  • Ledger and sub-ledger lines and distributions
  • Microsoft Dynamics AX 2012 glossary
  • Organization model
  • Payment Services for Microsoft Dynamics ERP
  • Payroll Products
  • Reporting
  • Retail module
  • Taxes  

Technology Changes are:
  • Data partitioning
  • Data security
  • Database changes: Inactive tables remain
  • Database changes: Table inheritance
  • Database changes: Table relations
  • Enterprise Portal and Role Centers
  • Help server
  • Policy Framework
  • Role-based security
  • Services and Application Integration Framework (AIF)
  • Sites Services for Microsoft Dynamics ERP
  • Upgrade Tools
  • User interface changes
 Want to know more, drop a comment and I can provide more details!