Vendor/PO Information in Management Reporter

  Q. Do you want to push the limits of Management Reporter and bring in the detailed   purchasing information? Do you know of a method (or know if it is possible) to include the following fields in Management Reporter.

-          Vendor Name

-          Vendor Account Number

-          Transaction ID Number

-          Text from PO/ Transaction

-          Journal Entry Number

-          Journal Entry Description
 

   A.    Management reporter is used for configuring Financial Statement for the organization. It cannot retrieve any information from other modules.

Dynamics AX 2009 SSRS reports

          Q: Is there an error while trying to deploy Dynamics AX 2009 SSRS reports?

A: Here are the checkpoints:

1) See if all the prerequisites have been installed for Report Server. (Windows SDK, Microsoft Visual Studio 2008 Shell Re-distributable package - Isolated mode, reporting extensions)

2) Check your Reporting Services Configuration Manager - In the Service Account - you must select the second option- "Use another account and provide the proper credentials". Once done, apply the settings.

3) Now run the Report Service Web Service URL's under "Web Service URL tab" and check it's opening correctly. Make sure that the dynamics folder exists.

4) If Dynamics Folder doesn't exist, go to MSDAX 2009 and under Administration >> Setup >> Business Analysis >> Reporting Services open Reporting Servers. Now make sure you have the record created. Then click on "Create" button to create the new Dynamics Folder. You can cross check it by re-visiting the Reports URL in IE. You will find the dynamics folder.

5) Now go to Report Server and run the Setup Microsoft Dynamics AX 2009 Reports Deployment as administrator. Click on single report and deploy. The reports will deploy and you can verify the same in report manger URL.

If you have a question about Dynamics AX that you would like answered, please email us. Or visit the BWIR website for more information about the company.

 

Vendor/ PO Information in Management Reporter

Q: Do you have a method to include the following filed in Management Reporter reports?

     
      - Vendor Name
      - Vendor Account Number
      - Transaction ID Number
      - Text from
      - PO/Transaction
      - Journal Entry Number
      - Journal Entry Description.

 

A: Well, the Management Reporter report is used for configuring Financial statements for the organization; therefore, cannot retrieve any information from other modules.

Using AIF to place an Invoice in XML format to a folder

Q: I am trying to use AIF to place invoices from customers into a folder in an XML format

     

      A: My solution for you is to take the following steps:

1. Basic > Setup > AIF

 

2. Set Transport adapter to FileSystemAdapter

 

3. Create a channel, direction outbound, active and set the address where I want the file to be placed: c:\axInvoices\myCustomer\

 

4. Enable the SalesSalesInvoiceService

 

5. Endpoint, create a new one for this customer and set the constraint ID to the customer account

 

6. Add the .read action and enabled it, set the output fields I want to be output from data policies.

 

7. While creating an invoice, make sure that you are not printing to screen. go to printer setup in the posting form and select any option other than Screen. The Invoice should then appear in the Queue Manager ready for processing via a Batch Job

 

8. Make sure to set up the batch job to process the queue and then it will output the xml into the desired folder. 

If you have a question about Dynamics AX that you would like answered, please email us. Or visit the BWIR website for more information about the company.

Value in Dynamics AX Question and Answer Session:

Q: I am Trying to post a Free Text Invoice and keep receiving an error message similar to this: “AX 2012 Voucher INV10000118 is already used as of date 01/01/2013”?

A: My solution for you is to avoid posting it again, as the INV number will just increase. Also, attempting to set the Number Sequence to “continuous” instead of “not continuous” will not solve the problem. Rather, try the following:

Delete the previous number sequence and reset it. Then set it up in parameters against free text invoice. 

If you have a question about Dynamics AX that you would like answered, please email us. Or visit the BWIR website for more information about the company.