André Arnaud de Calavon

1 2 3 5

Microsoft Dynamics AX CommunityThe website of the Microsoft Dynamics Community has been completely redesigned. There is a new look, forums are redesigned, it is supporting a mobile-friendly interface, there are monthly leaderboards, and more.

The Microsoft Dynamics Community is a website where you can find community contributions, ask questions and interact with Microsoft Dynamics experts. Many experts in the Microsoft Dynamics areas AX, CRM, GP and NAV share their knowledge on a voluntary base and answer your questions. The site can be found here: community.dynamics.com.

This post will tell you some of the new features on this site. If you want to learn more, visit the site and become a member if you are not yet registered at this site.

What’s new?

First of all: The site been completely redesigned to have new a more modern user experience which is also good to use on tablets and mobile devices. The forums, blogs, etcetera do all have new styles.

Members of the Microsoft Dynamics AX group had a little pain in the past where the community required to have the site added to Internet Explorer compatibility view and Lifecycle services running on the same domain not. So they had to switch the settings to be fully compatible on the features. This compatibility view mode is not needed anymore.

A new syntax highligher has been added in the forums to have a better layout and visual support for coding.

The badges have been redefined. There are now monthly leaderboards. This makes it for new members easier to compete against members active for longer periods. Lifetime leaderboards will be available for overall points, forum activity, and blog activity. This will allow established members to continue competing. The leaderboards also span all product communities. A new dashboard menu available at the top of the page provides you access to important badges and your current placement in leaderboards.

Also on the top navigation bar you have an indicator for Notifications.

NewDynComm02

On a single page you can now also find all information needed for support. You can start asking a question or find contact details and links for other assisted support.

NewDynComm04

There is more…

Microsoft people invested a lot in the new site and would love to hear your feedback about everything; The awesome, the good, the bad and the ugly. You can use the Feedback forum on the site.

You can read the complete list of changes in the blog from the Microsoft Dynamics Community.

 

That’s all for now. Till next time!

DAXsmallbanner

rss Subscribe to this feed

Currency calculator for Microsoft Dynamics AX 2012 R3Last year October I shared a neat utility to convert currency amounts using the exchange rate information available in Microsoft Dynamics AX. This was suitable for the versions AX 2009, AX2012 and AX2012 R2. You can read the blog with the announcement of the utility and how it works here. Recently I got the question if it was also supported within Microsoft Dynamics AX 2012 R3. This post will tell you the answer.

What is it?

Within a new form you can use the exchange rate information which is available within Microsoft Dynamics to convert amounts from one currency to another. It is also possible to use an online currency converter, but that will not know which exchange rates are used in your Microsoft Dynamics AX solution.

CurrencyCalculator2012R3-form

Compatibility

The question I got was about support for Microsoft Dynamics AX 2o12 R3. My answer is that it is compatible with this release. The source is exactly the same for AX 2012, AX2012 R2 and AX 2012R3. You can download the objects from Codeplex: http://currencycalculator.codeplex.com.

I used the word compatible because it is a freeware utility which has been made available on personal title. My company has no participation in it. So you can use the software, but if you find anything, my company is not the party to talk to. If you have feedback about this utility, you can submit it on the Codeplex website.

 

That’s all for now. Till next time!

DAXsmallbanner

rss Subscribe to this feed

Tax exempt number must be specified error in AX 2012When setting up Microsoft Dynamics AX 2012, you can specify if Tax exempt numbers (aka VAT number) should be mandatory on the master data of customers or vendors. This is a common requirement for countries in the European Union to ensure correct reporting on foreign trade. With a specific setup, also for e.g. Japanese customers the VAT number is mandatory. This post will guide you how to solve and prevent this error for customers outside the European Union.

 

Problem description

I will first explain the problem in detail before telling the solution(s). It is possible to check for mandatory VAT numbers on several levels: None, Domestic + EU member states and EU member states. This setting can be found on the parameters form for Accounts Payable and Accounts Receivable. In this post I will continue on the customers’ part, but it also applies to the vendor side. Let’s start with the Accounts receivable parameters:

TaxExempt02

When the Tax exempt number requirement is set to Domestic + EU member states, you inform AX to check for having the VAT number filled at all domestic customers and the customers in the European Union. In this scenario I used the demonstration data with a German company.

Entering new customers seems to work until you enter the first customer from a country which does not belong to the European Union. Let’s assume we add a customer in Japan.

TaxExempt03

Now click the button Save and close, you will get the next error which is incorrect.

TaxExempt04

 How to solve it?

At first you would think to look into the Country/Region table which is included in the form Address setup. This table is as of version AX 2012 globally shared and filled during the installation. When you look at prior versions of Microsoft Dynamics AX, the country/regions were setup per company by default. Then the country regions contained also a field to indicate if the country was e.g. domestic or part of the European Union. As the domestic country can be different per legal entity, the globally shared table is not suitable anymore for storing this information.

The setting for defining the domestic and EU members can now be found in the form Foreign trade parameters. This form is located in Organization administration, Setup, Foreign trade

TaxExempt05

The Country/region properties tab contains the section to setup the country type. To solve the issue add Japan (or your countries) in this list and select the correct Country/region type. When the record is missing it thinks it is Domestic.

There is more

I would like to add some additional notes on this post.

  • When the Country/region parameters is not setup for a certain country, the value Domestic is found. This is caused by no additional check if it finds a record or not. The Domestic value is the default value in this enumeration.
  • When setting the parameter Tax exempt number requirement to another value, AX will not check for the missing Tax exempt number if the Country/region parameter is not set in the Foreign trade parameters.
  • The Country/region parameters is a table which needs to be setup per legal entity. Or you have to share it with help of virtual companies and table collections.

For the scenario where there is no Country/region parameter for a certain country, I think a certain setup parameter to indicate if you want to allow a missing setup, provide a warning or block with an error would provide additional value in this functional area.

 

 

That’s all for now. Till next time!

DAXsmallbanner

rss Subscribe to this feed

Exciting! Microsoft Dynamics AX 2012 R3 has been released. One of the major new features is the new Warehouse management module. This module also supports the use of mobile devices to register inventory transactions in the warehouse. The mobile application is HTML based and real-time. It support transactions for all kinds of inventory transactions such as receiving goods, putting, picking, cycle counting. This post will tell you how to install the Warehouse Mobile Devices Portal on a server.

Continue reading

AX2012R3After the Virtual launch of April 10, 2014 Microsoft Dynamics AX 2012 R3 has been released on May 1, 2014. This version is now generally available and includes many new features. The codebase has been expanded significantly. As announced earlier this year on the Technical conference in  February, this will be the base for the new major release Microsoft is working on with the codename ‘Rainier’. Most highlighted new features are the new Warehouse and Transportation management modules. But there is much more in this release… Continue reading

Within Microsoft Dynamics AX 2012 it is possible like older versions to create and use record templates. With this option you can default values within records at time of creating records. It looks like the System administrator is the only person who can create these record templates. This post will inform you how to enable the record templates for other users in AX 2012.
Continue reading

1 2 3 5