GRNI (Accrued purchases) Report

In the U.K., a report to show Goods Received Not Invoiced (GRNI) seems to be a common requirement. Dynamics AX 2012 has an Accrued purchases report which fits the bill, but unfortunately this report has been enabled only for legal entities operating in the USA and Canada. As a workaround, I have been known to suggest using appropriate filteringContinue reading “GRNI (Accrued purchases) Report”

Trade agreement ‘Find next’ on Call center Sales orders

On Sales Price (and Discount) Trade Agreements, AX will look for applicable trade agreement lines in a specific sequence (as described here. Basically, it looks for a “Customer = Table and Item = Table” record first, and “Customer = All, Item = All” last). If ‘Find next’ is ticked on the trade agreement line, AX willContinue reading “Trade agreement ‘Find next’ on Call center Sales orders”

‘Generate RMA’ in the Call Center Customer Service form

If you’re using Dynamics AX 2012 R3, you might have discovered the Call center ‘Customer service’ form. If you operate a call center environment, where agents are taking orders and queries over the ‘phone, it’s well worth a look at how this form brings relevant information and functionality together. This post on the excellent organicax blog briefly shows theContinue reading “‘Generate RMA’ in the Call Center Customer Service form”

R3 Demand Forecasting generates a blank Forecasting spreadsheet

You may come across an annoying problem if you’re testing Demand Forecasting using the Microsoft Dynamics AX 2012 R3 Solution Demo Package V1.0. The problem occurs when you ‘Generate statistical baseline forecast’, and happens even though you receive the ‘forecast has been created’ message. The first you notice is when you open the spreadsheet, and find the pivot table contains noContinue reading “R3 Demand Forecasting generates a blank Forecasting spreadsheet”

R3 Demand Forecasting – clearing Adjustments

You’ve been playing with the new Demand Forecasting functionality in Microsoft Dynamics AX 2012 R3, and now you’re ready to demonstrate it to your colleagues. Only, you find you’ve a load of manual adjustments and you want to get rid of them so that you can start your demo with clean data. As you’ve found,Continue reading “R3 Demand Forecasting – clearing Adjustments”

Update: Wrong font size on R3 Demo Virtual Machine

I previously wrote about odd font sizes in the Microsoft Dynamics AX 2012 R3 Solution Demo Package V1.0, and promised I’d write here when I had an answer from Microsoft on the subject. Well I now have that answer, and the short version is that improved support for larger font sizes is being considered forContinue reading “Update: Wrong font size on R3 Demo Virtual Machine”

New serial number tracking functionality in Dynamics AX 2012 R3, part 2 of 2.

In my last blog post, we created a Tracking Dimension Group called ‘SellSerial’ to demonstrate the new serial number tracking for service and warranty scenarios in Dynamics AX 2012 R3: I created a new item, assigned it this Tracking Dimension Group and brought some into stock. You can see that no serial number is recordedContinue reading “New serial number tracking functionality in Dynamics AX 2012 R3, part 2 of 2.”

New serial number tracking functionality in Dynamics AX 2012 R3, part 1 of 2.

Before Dynamics AX 2012 R3, enabling the Serial number dimension meant enabling it for all inventory transactions. Consider the scenario that you want to record which customer gets which serial number of an item. It could be that you need this information for warranty purposes; it could be that you want to verify that theContinue reading “New serial number tracking functionality in Dynamics AX 2012 R3, part 1 of 2.”