Inventory value

September 25, 2015, 8:13 am

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Hi all, whats the best way to know the total inventory value based on our different cost layers, we use FIFO and multicurrency, so on the same item we could have different values based on the date it was received.

I need this because some times when we have an audit, thay want to compare the value on the inventory module to the value on the different GL accounts.

If I take "item qtys" * "current cost" won't give the correct value cause of the different cost layers.

So how can I do it by not going manually to every item and checking one by one the cost layer?

Regards.

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SBA : Multiple Records in XML on Post

September 25, 2015, 8:28 am

≫ Next: SalesSalesOrderService AIF - Allow the passage of custom DB fields?

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I am attempting to insert multiple test Vendor records. This request is inserting the first Vendor record from the XML but the second and third are not getting into the system.

Is this XML not formatted correctly for such an operation? 

Or does this endpoint only support creating on record at a time - I would be disappointed if that were the case for all the Create operations in SBA?

SalesSalesOrderService AIF - Allow the passage of custom DB fields?

September 25, 2015, 8:30 am

≫ Next: Voiding SOP document with a payment

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I enabled the SalesSalesOrderService for the creation of sales orders via AIF last year.  I built a .net web service which is the main entry point for our external orders into our system.

our website -> .net web service -> AIF -> AX

Since then we've added some custom columns to the SalesTable.  Is there any way to get these fields into the AIF web service so they are accessible in .net?  I'd hate to have to do what i'm doing for our delivery address which is essentially a hack to pass in the delivery recid and then parse it out when it gets to AX before it's inserted.

There are 4 fields new fields that I've added to the SalesTable and I'd like them accessible to my .net webservice via AIF.

Voiding SOP document with a payment

September 25, 2015, 8:35 am

≫ Next: Setting up Invoicing Process

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I need some clarification as to what happens when an unposted SOP document is voided with a payment. We have an application which integrates with GP, a job was completed with the wrong salesperson ID. Due to the status of the document in the 3rd party application you would not be able to make any changes, the document would need to be done over from scratch. 

What we would do is import the document into GP and then void the transaction, since a 'corrected' document would be subsequently imported with the relevant information, but the finance department has indicated a return should have been done. But the document was not posted in GP.

Thanks

Setting up Invoicing Process

September 25, 2015, 8:37 am

≫ Next: How to add the command bar buttons to CRM App

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I've been asked to impliment a way to keep track of which stage of invoicing we are currently in, for example, Creating invoice, sending invoice, received payment. I've looked into workflows and business process flows, but Im not sure which one to use. Our client service manager would like to simply be reminded to do the invoice and also have something to keep track of it while its processing. I really like the visual style of the business work flow option, but I can't seem to make that on demand. Obviously we do not always have outstanding invoices for every account. What would be my best option here? I should mention that we do our invoices with another program and don't plan to have Dynamics generating them. 

 

Thanks for your help!

How to add the command bar buttons to CRM App

September 25, 2015, 8:50 am

≫ Next: My GP Cloud and Management Reporter

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Hi,

Is it possible to add the command bar buttons to the crm app. An example of when I need the command bar , is when I want  to qualify a lead but I can seem to do it in the mobile app?

Is it possible?

Thanks

My GP Cloud and Management Reporter

September 25, 2015, 8:50 am

≫ Next: Help on ACA -

≪ Previous: How to add the command bar buttons to CRM App

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What tool is used for Financial Reporting with My GP Cloud?  Is it Management Reporter?

Help on ACA -

September 25, 2015, 9:04 am

≫ Next: Integration Manager Madness

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ACA information:

Client is on GP2013 and they want to update ACA information for payroll. All employees are base in Texas only.

I need help !!!  Which fields need to update? Base on my study I need to update two screen

Health Insurance Enrollment-

 

What need to select on Line 14 and Line 16?

 

1)      Other screen-

Employee Dependent

Field need to update is :

 Health Ins. Coverage :   How to determine who is cover or who is not.

Any help on this will be highly appreciable.

Thanks

Sandip

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Integration Manager Madness

September 25, 2015, 9:21 am

≫ Next: Searchable fields from the POS

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Hi, we are based in the UK and have fun and games with Integration Manager, v12. We have a strange configuration whereby our server has had to be configured in to US regional settings, i.e. all dates on the server at mm/dd/yyyy

Our client installations and workstations are configured as UK, i.e. dd/mm/yyyy

Integration Manager is giving us a huge headache. We have produced a GL eConnect integration which passes AA data in to a GL journal. This will work absolutely fine in the first 12 days of a month. However, from the 13th onwards, the integration fails with the error DOC 1 ERROR: The conversion of a varchar data type to a datetime data type resulted in an out-of-range value. We have tried every date input imaginable when entering the date but whatever we do, it fails.

Does anyone have any ideas? Could a script be created to convert the date in to the required format?

Thanks, we are at a loss.

Searchable fields from the POS

September 25, 2015, 9:22 am

≫ Next: No muestra campo en formulario

≪ Previous: Integration Manager Madness

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Hello all,

I am running Dynamics AX 2012 R3. I need the ability to search for customers from the POS by more than just company name or person name. What fields in the customer master does the POS search? I can't seem to find anything on this. Thank you so much.

No muestra campo en formulario

September 25, 2015, 9:28 am

≫ Next: Change of partner record error message

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hola como estan, estoy configurando un campo que se llama "secuencia" como autonumero.

Ya lo tengo en la sección campos de Oportunidad pero cuando voy al formulario no me aparece.....

aqui en la imagen en campos aparece y esta habilitado

ayuda! gracias

cuando voy al formulario no me aparece como en la segunda imagen

Change of partner record error message

September 25, 2015, 9:35 am

≫ Next: Removing event handlers

≪ Previous: No muestra campo en formulario

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I wonder if some can explain this message:

 

The Online Change of Partner request cannot be raised as your company is not currently authorized for any of the product lines owned by the customer.

 

I was trying to add my company as the partner of record for a new client. The client gave me their account number and PIN which I entered into the PartnerSource Business Center and got the above message. The account number was for on-premises CRM.

 

Anyone know which authorization is missing?  My company does not currently have a CRM competency but I don’t think that is the issue.

 

It’s quite confusing trying to understand the various competencies, MOSPAs, SPAs, CSAs etc.

Removing event handlers

September 25, 2015, 9:43 am

≫ Next: Add custom contact information type

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I am having a problem that would probably be fixed by removing event handlers from the form but i am not sure. Ok here is my problem, when i am adding a contact to an existing account, CRM automatically auto fills the phone number field with the phone number in the account details. Is there a way to stop it from auto filling since most of the time the contact phone number is not necessarily the same with the account details. I am using CRM 2015 online.

Add custom contact information type

September 25, 2015, 9:57 am

≫ Next: Cannot Create Database with Win10. Get error occurred while attempting to create database "DATABASE"

≪ Previous: Removing event handlers

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I need to add another contact information type. What I mean is on the customers form -> Contact Information fast tab. My choices are Phone, Email address, URL, Telex, and Fax. I need to add another type to use. Where do you do this? I have been looking all over. We are on Dynamics AX 2012 R3.

Cannot Create Database with Win10. Get error occurred while attempting to create database "DATABASE"

September 25, 2015, 10:07 am

≫ Next: Modify Amount or Retrieve an Approved Expense Report in the workflow (Travel & Expenses)

≪ Previous: Add custom contact information type

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Trying to install RMS on a new laptop with Win10. Installed CU and software fine. When trying to create database I get the following error. "Error occurred while attempting to create database "DATABASE". Need Help.

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Modify Amount or Retrieve an Approved Expense Report in the workflow (Travel & Expenses)

September 25, 2015, 10:46 am

≫ Next: CRM for Outlook 2013 - Ability to edit what related records are shown in the Tracking Pane?

≪ Previous: Cannot Create Database with Win10. Get error occurred while attempting to create database "DATABASE"

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I have a problem with one scenario for this functionality, the user approve the expense report (via workflow with travel and expenses), but the amount was incorrect, so we need to retrieve the Workflow to modify the amount (in this case) and send it to approval again, but the option to retrieve the workflows is not available when the expense report is already approved, so i can't modify the amount, not even in AX Client.

Did any body knows if this can be done in AX?

Thanks in advance

CRM for Outlook 2013 - Ability to edit what related records are shown in the Tracking Pane?

September 25, 2015, 10:50 am

≫ Next: Best program language for CRM

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Hey Everyone,

Does anyone know if the tracking pane inside an Outlook email window is editable at all?

We'd like to remove displaying that when an email is tracked, it is tracked to the displayed users and queues.  Contacts are the only records that we'd like to dislay under the Related Records heading.

If anyone has any information it be much appreciated!

 

Cheers,

 

Michael Hnatiw

Internal IT Support

Fireball Equipment Ltd.

Best program language for CRM

September 25, 2015, 11:14 am

≫ Next: Dynamics CRM 2015 - Posts Entity Configuration

≪ Previous: CRM for Outlook 2013 - Ability to edit what related records are shown in the Tracking Pane?

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Hello Everyone:

What is the best/or recommend a program language for CRM Online

I need to learn one, and I'm not a programmer at all.

Dynamics CRM 2015 - Posts Entity Configuration

September 25, 2015, 11:22 am

≫ Next: Charts

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Hey Everyone,

Does anyone have any information as to whether the post entity is configurable?

Despite the activity feed under the "What's New" window, I'd like to be able to create different views for posts and have a way to search and filter (like any other entity type).

Under our current solution, and under components, posts is missing as a recognized entity and I cant seem to add it in anyway.  However, under any lookup window, you can select posts to search or create a view for.

 

If anyone has any suggestions or a way to make this possible it be much appreciated.

 

Cheers,

 

Michael Hnatiw

Internal IT Support

Fireball Equipment Ltd.

Charts

September 25, 2015, 11:23 am

≫ Next: Options for accessing Dynamics data

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Hello Everyone:

Question when reviewing a chart in Orders "Actual Revenues by Fiscal Period. What does (blank) represent?

This is a Managed state chart

Any help would be great.