Unable to create inventory transaction Sales order Line AX 2012 R3

Recently I have faced an issue with system where system was unable to create inventory transaction even though all required inventory dimensions were defined.

Moreover I checked the below possible reason. 

  •  Order type is Sales order if not this might create issue
  • Item involved is also stock item
  • Item is available in Stock as well
  • Removing and adding lines again
  • Tried to refresh the form by changing price

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Solution :

  1. Check the site and warehouse defined in sales order header and line. Both should be same.
  2. Change the Qty and enter it again the same.

Enjoy the useful tips.

 

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Dynamics AX 2012 R3 Batch Job (Executing, Withhold)

When we restore database in dynamics AX 2012 we usually face an issue of workflow batch job. And we use worflow processor to manually run the worflow batch job.

I tried to fix this with the help of some post. But unfortunately it was an unsuccessful attempt. Than I tried to delete the batch job. I was getting error like

Cannot delete a record in Batch job (BatchJob). The corresponding AOS validation failed.

Steps to be followed to fix this issue.

if workflow status is Executing

  1. Change the status of the batch job to Canceling.
  2. Again change the status of the batch job to Withhold

if workflow status is  Withhold

3. Delete the batch job

4. Create a batch group called “Workflow”

5. Run the batch group through workflow configuration from

System Administrator  >> Setup >> Workflow >> Workflow Infrastructure Configuration

Screen Shot 2016-07-27 at 12.32.24 PM

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select the batch job and click on next set the batch timing and at the end click finish.

Try to submit any workflow. It will work smoothly now.

Thanks.

Prashant Kumar

Sales Orders Direct Delivery With Direct Delivery Journals

In dynamics AX 2012 you can create deliveries for items that are sent directly to your customer from the vendor. This type of delivery saves delivery time and inventory carrying costs, because you do not hold the products in your warehouse before you ship them to the customer.

You can create direct deliveries from the Sales order form. Create a sales order and order lines. Then, on the Action Pane, on the Sales order tab, select Direct delivery. Specify the lines that must be handled as a direct delivery.

Prerequisite for the process:

  1. Select the direct delivery check mark in item master delivery tab.Screen Shot 2016-07-01 at 10.50.34 PM

2. Or select direct delivery check mark in sales order line.

Screen Shot 2016-07-01 at 10.54.32 PM

3. Change order management is not active for that supplier. Or change order management setup has been over ridden.

Screen Shot 2016-07-01 at 11.34.01 PM

Process To be Followed

  1. Create a sales order

Screen Shot 2016-07-01 at 10.58.10 PM

We need to make sure the direct delivery check mark selected.  Save the sales order.

After doing this process you can find a record created with this sales order in direct delivery journal situation in procurement and sourcing module.

Screen Shot 2016-07-01 at 11.02.16 PM

to create a sales order for direct delivery click ok create direct delivery. This will create a purchase order with default vendor selected in purchase tab of that item.

Screen Shot 2016-07-01 at 11.04.24 PM

This will create a record in confirmation tab of this form. This is the purchase order that will fulfill the delivery of above sales order.

Screen Shot 2016-07-01 at 11.06.28 PM

To confirm this purchase order click on confirm purchase order button.  Once you will click that particular record will be disappeared from that tab.

You will find a record created in delivery tab of the same form.

Screen Shot 2016-07-01 at 11.12.53 PM

Here you have two option to receive this order partially or fully. If you will click on receive partially it will open typical product receipt form of Dynamics AX. Full product receipt will post product receipt. System takes product receipt number from default number sequence of direct delivery.

Hence your sales order delivery has been fulfilled. You can find status of PO is receive and sales order has been delivered.

Remaining invoice and payment process will be remain same.

 

Thanks.

 

 

 

 

 

 

Automatically add vendors to an RFQ AX 2012

You can easily add vendors to the RFQ who are approved for selling at least one of the categories you’ve specified on the RFQ lines.

Screen Shot 2016-03-10 at 12.49.19 PM

if you will click on it nothing will happen. 

To make it effective you need to make a list of approved vendor for particular category/item

Screen Shot 2016-03-10 at 12.55.55 PM

Once relationship created then select the particular procurement category in the line and on vendor selection screen click on the Auto Add Vendor. It will save user data entry time and will improve the data entry accuracy. 

Screen Shot 2016-03-10 at 1.01.20 PM

Thanks 

Prashant Kumar

 

Aging period definitions [AX 2012]

Aging period definitions [AX 2012]

You can use aging period definitions to analyze the maturity of customer accounts and vendor accounts, based on a date that you enter. That date, together with the unit and interval information that you enter on the Periods tab in this form, is used to calculate a date interval for each aging period (column header) in the aging period definition.

Navigation

Click Accounts receivable > Setup > Collections > Aging period definitions.

–or–

Click Accounts payable > Setup > Statistics > Aging period definitions.

Use this form to set up and manage user-defined aging period definitions.

FIELDS 

  • Aging period definition :  Enter a name for the aging period definition.
  • Period :  Enter text to display at the top of columns in analysis forms and on reports to identify the aging period.
  • Unit : Enter a number to represent the interval for the size or length of the aging period.
  • Interval : Select an interval for the aging period line.

 

   Ledger period – The interval is the length of the period that is defined for the fiscal calendar    that is selected in theLedger form (Click General ledger > Setup > Ledger.).

   Day – The interval is one day long.

   Week – The interval is one week long. For a positive quantity, the interval is the number of days elapsed in the current week before today. For a negative quantity, the interval is the number of days remaining in the current week after today. The week starts on Monday and ends on Sunday.

    Month – The interval is one month long. For a positive quantity, the interval is the number of days elapsed in the current month before today. For a negative quantity, the interval is the number of days remaining in the current month after today.

   Quarter – The interval is one quarter (three months) long.

   Years – The interval is one year (12 months) long.

   Unlimited – For a positive quantity, the interval includes all days after the end of the previous aging period until the ending date.

  • Printing direction :
    1. Forward – Print columns in the same order in which the headings appear in the table, starting with the top row.
    2. Backward – Print columns in the reverse order in which the headings appear in the table, starting with the bottom row.

Sample Standard  Vendor Aging Period Definition

Vendor Aging

 

 

Sample Standard Customer Aging Period Definition

Customer Aging

 

Print Aging Report

Navigation

Click Accounts receivable > Setup > Collections > Aging period definitions.

Click Accounts payable > Setup > Statistics > Aging period definitions.

Print Aging Report

 

Parameters that need to take care

  • Criteria : Select due date if you want report based on due dates.
  • Aging Period Description : Please select the period defined earlier.
  • Print aging period description : Yes
  • Put the interval : 1
  • Select the check mark include accounting currency

Vedor Aging Report

Vendor aging

Customer Aging Report

Customer aging

 

Thanks.

Requisition Process AX 2012

Purchase Requisition Process

Prerequisites:

  1. Purchase requisition review workflow should be activated
  2. Requisition creator should be employee in HRM and relation should be established

Requisition Process:

Step 1.

Navigation:

Procurement and sourcing à Purchase Requisition à All Purchase Requisition à Create New Purchase Requisition

Purchase Requsition

  1. Put the requisition title “Magic Mouse”
  2. Requested date “11/05/2014”
  3. Accounting Date “11/05/2014”

Click OK

Step 2

  1. Click add line to add item
  2. Search the item “Ctrl + G”, ”Magic Mouse”
  3. Select the item “Magic Mouse”
  4. Select the warehouse “Dammam”
  5. Put the quantity
  6. Close the form
  7. Click highlighted button “Submit”
  8. Put your remarks
  9. Click OK

Purchase Requsition Add Line

Step 3

  1. Status will be changed to “In Review”
  2. You can see the history

Purchase Requsition View History

  1. Work flow approving authority will get a notification
  2. Click on the notification
  3. Click “Go to origin”
  4. Click “Request for Quotation”
  5. Select the item number
  6. Select the legal entity
  7. Click OK

Go to Origin

RFQ

RFQ CREATED

Step 4

  1. Click on Request For Quotation Number. It will redirect to that particular Request For Quotation.
  2. Send the Request For Quotation to concern vendor.

Add Vendor And Send

Step 5

  1. After receiving replies from vendors.
  2. Navigate to request for quotation
  3. Request for quotation replies
  4. Select the request for quotation and click edit and input the  details provided by supplier” for all request for quotation. And close the forms. Like : Qty, UOM, Price etc..
  5. Navigate to request for quotation and compare the replies

Confirm

  1. Compare the Header and Lines and click OK Other request for quotation will be automatically rejected.
  2. Navigate to purchase requisition and approve the requisition. Now the requester can see the requisition approved.

Based on you policy you can Create purchase order manually or automatic

Incase of manual

  1. Navigate to Purchase requisition
  2. Click Released Purchase Order
  3. Click Purchase Order it will create a purchase order.

Or based on you policy of procurement it will create automatic purchase order. I will explain this later….

To view the screen shot please find the document attached…..

Purchase Requisition Process

Thanks…