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Microsoft Dynamics AX 2012 R3 – Performance Improvements for Transfer of Opening Balances to a New Fiscal Year in Multiple Legal Entities Simultaneously
The Microsoft Dynamics AX 2012 R3 release has some performance improvements built in for transferring opening balances to the new fiscal year for multiple legal entities simultaneously. Before R3 release, transferring of opening balances for multiple companies, one at a time caused performance issues. The transfer of opening balances deletes the balances from all legal…
Read MoreMicrosoft Dynamics AX 2012 R3 Deductions Included in Customer Payments
Sometimes a payment is received from a customer that is for an amount that is not equal to the amount billed. The customer may have applied a discount incorrectly or the reason for the reduced amount is not identifiable at the time of payment processing. As a result, one or more invoices are short paid,…
Read MoreBusiness Intelligence (BI) Blog – Part 2: Adding Power BI to Dynamics AX
Part 1 of the BI Blog, “Dynamics AX Reporting Out of the Box,” focused on what is available to Dynamics AX users natively (Click Here to read part 1). Part 2 will focus on a brief chronology of the elements making up the Microsoft Business Intelligence solution, some of the incremental features and the strategic…
Read MoreMicrosoft Dynamics AX 2012 R3 Rehire a Worker
Sometimes companies have employees or contractors that leave their organization on good terms, increase their skill set, or new positions become available and the need arises to rehire the worker. In Microsoft Dynamics AX 2012 R3 (AX 2012 R3). Human resource features easily allow the rehire of a past worker (employee or contractor). The Microsoft…
Read MoreProduction Order Reservation in Microsoft Dynamics AX 2012 R3
Microsoft Dynamics AX 2012 R3 (AX 2012 R3) has newly added features that can be used to automate Production order reservation process. The automated reservation process ensures that materials will be set aside for use in the ‘Made to Order’ environment and preventing material shortages during a production run. In addition, a new feature has…
Read MoreTime Registration for Holidays in Microsoft Dynamics AX 2012
In Microsoft Dynamics AX 2012 R2 and R3 Time and Attendance functionality can be used to setup in advance to pay a worker for planned company holidays using absence profiles. To setup the Absence Time profile complete the following steps Time Registration: Time Entry for Holidays The profile calendar is used to apply a specific…
Read MoreMicrosoft Dynamics AX 2012 R2 and R3 Overtime Calculation with Holidays
In Microsoft Dynamics AX 2012 R2 and R3 Time and Attendance functionality can be used to apply rules for overtime calculations based on actual hours worked and can include or exclude holiday hours based on configuration. With the Labor Day holiday coming up next week let’s review how to account for Holiday pay and overtime…
Read MoreMaster Data Management in Microsoft Dynamics AX 2012 R3
What happens when you have hundreds of different users updating and modifying records at the same time? What if multiple users are changing customer’s information in different instances and were left with 4 slightly different addresses? How do we know what data we should keep and what data is duplicates? This is what master data…
Read MoreSite and Warehouse Defaults for Order Lines in Microsoft Dynamics AX 2012
When creating a Sales or Purchase order, Microsoft Dynamics AX 2012 (AX) can auto populate Site and Warehouse information on the order header and lines. Today we will discuss the business logic hierarchy of how the Site and Warehouse fields are filled in on Sales or Purchase orders (and associated order lines). Site and Warehouse…
Read MoreMicrosoft Dynamics AX 2012 Import Payroll General Journal (GL) Entries
Many businesses that use Microsoft Dynamics AX 2012 use third party vendors for their payroll processing and have a requirement on a weekly, bi-weekly, or monthly basis to import the General Ledger entries related to Payroll into AX 2012. A simple solution for importing the Payroll ledger data is to use Microsoft’s Excel Add-in tool…
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