Support Alert......!!!! Aging Buckets in Microsoft Dynamics AX 2009 CRM:0027618

Aging Buckets in Microsoft Dynamics AX 2009

This article will explore the aging bucket functionality within Dynamics AX
2009 and how to use them in reporting. Aging buckets can be used in Accounts
Receivable and Accounts Payable for Customer Aging or Vendor Aging. You do
not necessarily need to have aging buckets setup to run the Aging reports,
but it does make the functionality more available in other modules. Keep
reading to see how to setup basic 30-60-90 Aging Buckets.

Follow these Steps to create the most basic Aging Buckets for reporting:

Accounts Receivable > Setup > Statistics > Aging Buckets

Click Create New, and enter an aging bucket name and description.

http://www.dynamicscare.com/blog/wp-content/uploads/2010/12/aging1.png

Click the Specification tab and delete the row that is created automatically
with the red "X" button on the toolbar.

* Create two new rows before entering in any data.

* In the Top Row enter a name in the Header column, 0 (zero) in the Unit
column, and select Day in the Interval column. This line must be created
for all aging buckets (AP and AR), and both modules share the same table, so
you will see all aging bucket regardless of which module you are working in.
Make sure that the printing direction is set to forward.

* In the bottom row enter in Future for the header, 900 for the unit, and
Unlimited in the interval field.

http://www.dynamicscare.com/blog/wp-content/uploads/2010/12/aging2.png

Once the base line is set, create the additional lines you would like to
display on the Customer Aging Report. There are a maximum number of 6 lines
that may be posted, and the Unit column designates the number of units
between each column.

http://www.dynamicscare.com/blog/wp-content/uploads/2010/12/aging3.png

The user can use the Up and Down buttons to move each line to a desired
position on the report. Once the buckets are set to the user
specifications, click the Save button and close the window.

Running a Customer Aging Report

Accounts Receivable > Reports > Status > Customer Aging Report

To use the desired aging bucket, use the drop down arrow in the Aging
buckets field to select an aging bucket. If the user selects Yes in the
Print aging bucket description, then the text in the aging bucket header
column will be displayed at the top of each column on the report. Leave the
checkbox for "Payment Positioning" unchecked.

http://www.dynamicscare.com/blog/wp-content/uploads/2010/12/aging4.png

Aging Report

http://www.dynamicscare.com/blog/wp-content/uploads/2010/12/aging5.png

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Faiqa Usman, Support Manager,

Registering Assembly in CRM

1- Download Plugin Registration Tool and click Plugin Registration.exe

2- In Connection Information write label anything specific to project name like test project or project name, discovery server is    

    the server where your CRM web service is configured, local host if you are using Plugin Registration tool on same server if it on  

    is different server then you have to write IP address or server name.

3- Port will be 5555 and then domain name and username. Username should have system administrator and system customizer  

    rights in CRM otherwise it will give you privileges exception and then click on connect.

4- Write password for username.

5- testKASB connection is showing and under this connection we have two organizations with the name KASB and test. Your

    organization will show here click on organization and then click on connect.

6- Registered Plugins and Custom Workflow activities area showing registered assemblies.

7- For registering new assembly click on Register and then Register New Assembly.

8- In step #1 browse the assembly or dll file.

9- In step #2 checkboxes will be by default selected.

10- In step #3 select database and then click on registered selected plugin.

11- Plugin is registered successfully.

12- Your assembly will be showing in Registered Plugins and Custom Workflow Activities.

Step Registration

13- Now register a step in an assembly.

14- Click on your assembly.

15- Click on Register and then Register New Step.

16- We are using Create in Message. This plugin will execute on creation of primary entity.

17- Select Primary Entity.

18- Select none if you don’t have any Secondary Entity.

19- You can select attributes by Filtering Attributes.

20- Plugin will be by default selected.

21- Description for plugin.

22- Select user in Run in User’s Context.

23- Execution Order will be 1.

24- Configured Eventing Pipeline Stage of Execution, Execution Mode, Step Deployment and Triggering Pipeline as per your requirement and then click on Register New Step.

25- Your step will be showing under your assembly.