Support Alert......!!!! Budgeting with Period Allocation Keys in Dynamics AX 2009

Budgeting with Period Allocation Keys in Dynamics AX 2009

This post will introduce the concept of period allocation keys, show how
they are setup with the Period Allocation Key Wizard, and how they are
integrated with the budget.

Budgeting is important because companies need to know their actual versus
predicted forecasts for the year. Period allocation keys in Dynamics 2009
make the budgeting process easier by allowing users to create budget models
that can be used over several budget time frames. Not only do period
allocation keys duplicate the allocation data for multiple budgets, they can
also help reflect fluctuations brought on by season.

AX 2009 utilizes a wizard to guide users through the setup of Period
allocation keys. The Period Allocation Key Wizard is located at General
Ledger>Setup>Periods>Period allocation keys>Wizard button.

<http://www.dynamicscare.com/blog/wp-content/uploads/2010/07/pakwiz2.png>
http://www.dynamicscare.com/blog/wp-content/uploads/2010/07/pakwiz2.png

The Allocation Form in the Period Allocation Key Wizard

The wizard will step through Allocation, Dimension, and Name forms. In the
Allocation form, the user selects the time between periods and how long the
periods will last. The Dimension form allows users to associate period
allocations keys to certain financial dimensions. In the Name forms, users
enter an identification key and name for the Period allocation key. Before
completing the wizard, users are presented with an overview screen to review
the Period allocation key setup and adjust the period allocation percentage
if desired.

Period allocation keys can also be manually created or copied from existing
keys. If users want to create a complex allocation key (one with widely
varying period allocation percentages), they might find it easier to edit
the percentage using the Period allocation keys lines form. This form is
accessed via General Ledger>Setup>Periods>Period allocation keys>Lines
button. The form offers a better view of the percentages and has a field
with the remaining percentage to be used in the key. Keys that have been
created with the Copy button can be edited in the same manner.

Once the Period allocation keys have been created, applying them to budgets
is a snap. To apply Period allocation keys, select from General
Ledger>Ledger budget>General tab.

Dynamics Tip.....Do You Know.....!!!

Audit Trails can help you with data control and monitoring as well as
security. An Audit Trail is a chronological record of transactions that is
automatically generated with a unique numeric ID. In Dynamics AX 2009, an
Audit Trail Inquiry shows you the details of the user who created an entry,
the date of the entry, and the time of the entry.

The Audit Trail Form allows you to monitor the activity of the system and
hold users accountable for the transactions they post.

You can access Audit Trail by clicking General Ledger - Inquiries - Audit
Trail

Faiqa Usman, Support Manager,

FW: Support Alert.....!!!! Simulating Exchange Adjustments in Dynamics AX 2009

Simulating Exchange Adjustments in Dynamics AX 2009

Dynamics AX 2009 offers a variety of simulation and forecasting tools as
well as reports. These features filter complex data into a clear form that
can be used in decision making. A quick Exchange Adjustment Simulation will
illustrate how a business issue is solved easily using Dynamics AX 2009.

What if you want to see the effects of an exchange adjustment on open
customer transactions before you actually make the adjustment?

That is when you would want to use a Simulation provided by Dynamics AX
2009.

-You can access the Exchange Adjustment Simulation from either Accounts
Receivable or Accounts Payable by clicking Periodic followed by clicking
Exchange Adjustment.

-Click the Simulation button on the right side of the form.

-This brings up the Exchange Adjustment Simulation form pictured:

http://www.dynamicscare.com/blog/wp-content/uploads/2010/08/Exchange-Adjustm
ent-Sim.png

-If you click on the drop down arrow for Method you will see three options:

* Standard, which makes adjustments based on the exchange rate used on
the date specified in the Date of Rate field.

* Minimum, which only makes and adjustment if a loss occurs but does
not if there is a profit.

* Invoice Date, which offsets any exchange adjustment that is not
already offset. This causes the transaction to be valued at the original
value.

-Next, select the Considered date to find all the transactions that are open
on that date and an exchange adjustment will be made automatically if
necessary. For transactions that are open on this date, but are settled
before the exchange adjustment date, adjust in the periodic job.

-Enter the date of rate in the Date of rate field. This determines the
exchange rate used in the adjustment.

-Click the Select button on the right side to choose the data you want in
the report.

-You can use the Options button on the right side to choose how to print or
save the report.

-Finally, simply click OK to view the report. The simulation report shows
all the open balances in the originating currency as well as the company
currency. The report also lists the exchange rates that were used in the
simulation.

This was just a simple example of Dynamics AX 2009's capability to get
valuable results in an efficient manner.

Faiqa Usman

Customer Care Accelerator for Microsoft Dynamics CRM

The Customer Care Accelerator (CCA) for Microsoft Dynamics CRM focuses on delivering contact center enabling functionality, such as the ability to create a unified desktop by combining data elements from disparate line of business applications and displaying it in a single user interface. The core Customer Care business scenarios highlighted by this accelerator include the following:
09-Sept-2010 NEW!! We have included a set of Visual Studio templates for building components for UII that work for VS 2008 and VS 2010 - go to the Downloads tab for more details!
Integrated desktop: Customers can aggregate information from diverse business applications into an integrated desktop providing employees with a 360° view of the customer interactions. Customer service representatives have immediate access to business critical information to serve customers quickly and efficiently, increasing customer satisfaction and loyalty.
Eliminating Duplicate Data Entry: Organizations can streamline business processes by creating desktop automation workflows. Process automation eliminates the need for agents to re-enter the same data in multiple applications. Minimizing duplication helps to reduce human error and ensures a consistent customer service experience.
Computer Telephony Integration (CTI): Organizations are provided with a consistent framework to connect CTI systems with key line of business applications.
Activity Reporting: Contact center managers have swift access to agent desktop transaction reporting, helping them to identify process bottlenecks.
As with all the other Microsoft Dynamics CRM 4.0 accelerators, CCA is available as permissive shared source and is a reference example that can be adapted to fit the needs of a customer as well as additional business scenarios.
Please note: This accelerator provides a reference example of how Microsoft Dynamics CRM in conjunction with User Interface Integration (UII) for Microsoft Dynamics CRM can be leveraged to deliver a composite agent desktop application. It is important that customers wishing to utilize the solution should have a solid understanding of .NET development and thoroughly review the UII materials as part of their evaluation of this accelerator.
Additionally, take the time to review the license terms before you get started.

Last edited Sep 10 at 1:34 AM by reubenk, version 4

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Please use Discussions or Reviews instead.

Customer Care Accelerator for Microsoft Dynamics CRM

Now Available: Internet Explorer 9 Beta

 

View this e-mail in your browser Follow us: Microsoft Partner Network Newsletter | September 15, 2010 You are receiving this newsletter at your request. To manage your subscription, go to the Microsoft Subscription Center and sign in with your Windows Live ID. Get Ready for a More Beautiful Web Today, the Web is a communication hub. It's how people connect with friends, colleagues, and customers. How information is shared and projects are completed. How business is done. Yet the Web experience is not as fast, rich, or accessible as it could be. The new Windows Internet Explorer 9 Beta browser changes that, by leveraging the power of your PC to deliver more vibrant, immersive Web experiences, coupled with unparalleled performance. Now websites and Web applications can provide the same functionality you expect from the software installed on your PC. 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Network News More Efficiently Manage Multiple Servers That Run Forefront Protection Find network membership details. Learn about competency, licensing, sales, and marketing assessments. Get certified on the latest software releases. Share Microsoft Dynamics Leads, Get Rewarded Earn a fee of up to US$20,000 when partners who specialize in Microsoft Dynamics solutions close sales with referrals from you. Learn about Microsoft Action Pack Solution Provider Benefits Become a new subscriber and receive expanded benefits, such as sales skills training and access to quarterly support Web seminars. Order today. Training and Readiness Take Windows 7 Training and You Could Win a Flip SlideHD Camcorder Join the Microsoft Partner Network, complete any of a select collection of Windows 7 training sessions, and you could be a winner. Microsoft Is "All in" the Cloud. How about You? Learn more about the flagship Microsoft cloud services product, Windows Azure. 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How to delete a company in Dynamics AX 2009 :

How to delete company from Dynamics AX 2009

User cannot delete company while the user have administrative privilege on
SQL and Domain but you still get the following error during delete company
in dynamics AX 2009.

Error:

When a user tries to DELETE one of the companies, he gets a message

User "x" is not authorized to delete a record in the table
'DEL_PBATRANSLATECONSISTOF' . Request deny

Cannot edit a record in Translation table(DEL_PBATRANSLATECONSISTOF). Access
Denied; You donot have sufficient authorization to modify data in database

Resolution:

1. Open AOT in Dynamics AX 2009.

2. Go to table : 'DEL_PBATRANSLATECONSISTOF'

3. Go to this table and change MaxAccessMode property to Delete

4. Set the table property SecurityKey = null

5. AOSAuthorization property to NONE

6. Again go back and try to delete company again

This resolution tested on Roshan Enterprise Karachi.

Enjoy!

Thanks and Regards,

Musharraf Khan,
Sr. Technical Consultant & Microsoft Certified Business Management Solution
Specialist

DynamicsWorld - The Top 100 Most Influential People in Microsoft Dynamics 2010 - Published today

The Top 100 Most Influential People in Microsoft Dynamics

The DynamicsWorld Top 100 list is published today.

This year we received over 350 nominations and recommendations.

Almost 10,000 votes were cast for the candidates on the shortlist.

More people than ever before took part in nominating, voting, and judging
the list for 2010 so we would like to say thank you to everyone who took the
time to get involved

We limit our list to 100 names, and as the Microsoft Dynamics channel
matures and grows the competition for inclusion is becoming more evident and
the judging becomes more difficult. But, the Top 100 is not focused on the
best coders or the best consultants this event is about recognizing the
people who are responsible for leading the Microsoft Dynamics channel,
industry leaders, thought leaders, innovators, and bloggers.

<http://www.dynamicsworld.co.uk/Top-100-List.php> The full list is here

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<http://www.reporting-central.com/> Reporting-Central THE CLOSER does more
than automate the "ticking and tying" reconciliation of the Dynamics GP
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the cause of the problem and suggests the corrective actions to take to
balance the financials, eliminating the need to take write-offs to close the
books.

<http://www.dynamicsworld.co.uk/Articles--and--Interviews.php> And the
winner is .......

Kirill Tatarinov

Kirill runs the Microsoft Dynamics channel, his vision has seen Microsoft
Dynamics grow to challenge SAP and Oracle, Kirill is responsible for turning
Dynamics into a force on a global scale. He oversees the Microsoft Dynamics
business, with responsibility for sales and marketing, R&D and operations.
Kirill has been with Microsoft since 2002, and his development experience
from his previous 15 year career in IT seems him respected by CEO's and
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<http://www.dynamicsworld.co.uk/Numbers-1-through-10.php> The Top 5

1 Kirill Tatarinov

2 Doug Kennedy

3 Adam Warby

4 Thomas Olofsson

5 Mike Gillis

<http://www.dynamicsworld.co.uk/Top-100-List.php> Find out who else made
the list here

<http://www.dynamicsworld.co.uk/Articles--and--Interviews.php> Latest
Interviews

<http://www.dynamicsworld.co.uk/Interview-Matt-Wittemann.php> Matt
Wittemann The CRM Practice Director at C5 Insight

<http://www.dynamicsworld.co.uk/Interview-Anthony-Ludmilin.php> Anthony
Lumilin The President of Retail Hero

<http://www.dynamicsworld.co.uk/Interview-Kamil-Sacek.php> Kamil Sacek The
author and NAV MVP

<http://www.dynamicsworld.co.uk/Interview-Sanam-Khan.php> Sanam Khan ERP
consultant with Maison Consulting & Solutions

<http://www.dynamicsworld.co.uk/Interview-Manel-Querol.php> Manel Querol AX
developer, as well as an established MVP

<http://www.dynamicsworld.co.uk/Video-Resource.php> Video Resource

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If your content is currently buried among the millions of other videos on
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Microsoft Dynamics Sure Step Business Modeller

Everyone is looking for SS Business Modeller, I’m glad to share the availability of this new tool. Any one interested, please send an email at farhan.ahmad@m-consultants.com

FW: Microsoft Drives Customer Success With Microsoft Dynamics CRM

Dear Dynamics Partners,

Today we've announced that
<http://www.microsoft.com/caseStudies/Case_Study_Detail.aspx?casestudyid=400
0004607> Mitsubishi Caterpillar Forklift Europe BV (MCFE), a leading
forklift manufacturer based in the Netherlands, received the Gartner CRM
Excellence Award in the category of Efficiency for its customer relationship
management (CRM) project.

Through this awards program, Gartner Inc. and 1to1 Media recognize companies
that are doing an exceptional job at bringing together vision, strategy,
customer experience, organizational collaboration, process, IT and metrics
to create value for the customer and the enterprise. Please visit following
link for detail story:

http://money.cnn.com/news/newsfeeds/articles/prnewswire/SF72654.htm

I would urge you to share this great story with your customers,

Regards,

Viqar Ahmed Madni | Partner Account Manager |Solutions|Pakistan

Microsoft Corporation, North Africa, East Med & Pakistan (NEPA)