Credit Card Processor in Dynamics AX 2009 CRM:0027658

Credit Card Processor in Dynamics AX 2009

This post introduces the Credit Card processor functionality that is
available in Microsoft Dynamics AX 2009. There are two processors available
to users: Microsoft Dynamics Payment Services and Authorize.net. Depending
on your preference you can select which processor you want to process
payments, however only one can be active at a time. For this blog, we will
use Authorize.net. Continue reading for more information.

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Basic Credit Card Process is below; It follows preauthorization of a Credit
Card as well.

Step 1. Click Area Page node: Accounts receivable -> Sales Order Details.

Form name: Sales orders

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・ Create a new record in the Sales Order form clicking the 'New'
button.

Form name: Create sales order

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Step 2. Fill in the necessary information to complete the Sales Order entry.

Step 3: The Sales order number is automatically generated

・ Ex: 'SO-00053177′

Step 4: Switch to the Lines tab on the Sales order and enter in Item
information.

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Step 5: Switch to the Price/Discount tab on the Sales order.

Form name: Infolog

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・ Click the Close button.

Make sure that the method of payment is set to Credit Card.

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IF no credit card is on file or they want to charge a different card then
the Credit Card Wizard must be used to setup the Credit Card every time.
Follow the steps below to use the CC Wizard, otherwise skip to step 7 after
selecting the Credit Card to use.

Step 6: Click the Setup -> Credit Card Wizard menu button.

Form name: Credit Card Setup Wizard

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・ Click the Next > button.

・ Switch to the Credit Card Wizard Action tab on the Credit Card Setup
Wizard form.

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・ Click the Next > button.

・ Switch to the Credit card type tab on the Credit Card Setup Wizard
form.

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・ Click the Next > button.

・ Switch to the Card holder tab on the Credit Card Setup Wizard form.

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・ Change Card Holder Name

・ Click the Next > button.

・ Switch to the Contact information tab on the Credit Card Setup
Wizard form.

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・ Input the necessary information into the fields.

・ Click the Next > button.

・ Switch to the Credit card number tab on the Credit Card Setup Wizard
form.

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・ Input the credit card number and expiration date and click next to
finish the wizard.

Step 7: Click the Functions (b) -> Preauthorize menu button off of the Sales
Order header.

Form name: Infolog

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・ The infolog tells you whether the transaction was successful for
not.

・ Click the Close button and continue if successful.

If unsuccessful, the infolog log will give a reason. Most likely, the Credit
Card was not setup correctly. Go back through the Credit Card wizard using
the Edit feature and verify all of the information. Try to preauthorize
again.

When you invoice the Sales Order the final authorization is sent through the
processor and the credit card is charged and settled with that amount on the
invoice.

Other Functionality with the Credit Card processor:

Credit Card Transaction History:

・ Click the Inquiries -> Credit card authorization history menu
button.

Form name: Credit card authorization history

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・ Close the Credit card authorization history form.

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Faiqa Usman, Support Manager,

Support Alert......!!!! Role Centers: Right on Cue CRM:0027633

Role Centers: Right on Cue

AX 2009 ships with a variety of preloaded cues that typically correspond to
a form in the application. You can view these cues in the Basic module
(Setup>Role Center>Edit Cues).

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In this form, you can review all the existing cues and, once you create your
own cues, you can edit cues if they are showing you exactly what you're
looking for. To create your own cue, open a form, apply a filter, and then
save the filter as a cue. As an example, we'll create a cue for planned
purchase orders from vendor 2102. To do this, we'll open the planned
purchase order form and click on the advanced filter button (which looks
like a funnel and pencil).

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ng

Enter your filter criteria and then click on the Modify button and select
Save as Cue.

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You'll then be asked to enter a Cue ID and a Caption. The Cue ID is
character limited but you can enter a more informative title to the Caption.
You'll want to use ID's and caption that you can easily recognize later. You
will also enter some other information on the Save as Cue form, including
the cue's count, it's threshold, it's total, and it's security level. The
count, threshold, and total are tools that can be used to create a more KPI
feeling to the cue. The security is important to note if you plan on sharing
the cue across users or if it will be just for personal use. This a big
advantage of Cues over saved filters; saved filters can't be shared across
users. Once the cue is saved, head back to your Role Center home page. If
you already have Cues on your Role Center, click the down arrow next to
their title and select edit web part. If you need to add the Web Part,
select Personalize this Page and add the Web Part.

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When editing the Cues Web Part, you have to select the Cue you are
modifying. If you want to modify a Cue already in the Web Part, select if
from the list. If it's a new Cue, select the Cue after the number of Cues
already in the Web Part. In the View drop down, select the Cue we just
saved; it will be listed under the Caption we gave the Cue earlier. Again,
you can edit the count, threshold, and total of the Web Part. The threshold
can add an indicator to the cue if it violates the threshold. The total can
also be used to display information about the items in the cue.

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Once you click ok, you'll notice that the cue has been added.

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That does it for adding cues to your Role Center. It's really simple and its
simplicity makes it a very powerful tool in Microsoft Dynamics AX 2009.

Update: I wanted to add a quick note that not only can Cues be shared across
users but they can also exported and imported to other application instances
(pretty handy if you create a complicated cue in a test environment and you
want to move it to live). To do this, export the cue to the AOT by selecting
the Export to AOT option from the Export button on the Edit Cues form. This
will add the Cue to the Resource node.

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Faiqa Usman, Support Manager

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.

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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.

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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.

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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.

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Aging Report

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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.

Why the Fiscal Year Close in Microsoft Dynamics AX 2009 Is So Important, and How to Get It Right

When a company finalizes its accounts for a particular year using Microsoft Dynamics AX and doesn't want to make any further changes in that year, it can then close that year by using 'Fiscal Year Close'.
At that point, the records of that year will be available only for view. No more changes are possible in that year. If you have filed your returns for any particular year and don't need to make any changes, you can close that year.
You can close individual years only serially. i.e., the record of the first financial year will be closed first and then the next. You can't close a recent year if any of the previous years is not closed.
But, not surprisingly, it's all more complicated than that. Here are suggestions to close the previous fiscal year and prepare for the new one:
Pre-Requisites
1. Complete month-end and other period closings in all modules other than General ledger.
2. Reconcile the modules and the ledger.
3. Print the Trial balance, Account statement, Financial statement, and required reconciliation reports.
4. Set appropriate periods to Stopped for the current...[Read Full article Click Here]

Support Alert......!!!! Sales Force Segmentation in AX2009 CRM:0027486

Sales Force Segmentation in AX2009

There are a few ways to slice and dice your sales personnel in Dynamics AX.
Some are in the CRM module and some are in the AR module.

The Sales Unit: In order to report sales by department, team or individual,
you must group sales personnel into sales units. Units can be defined by an
area of responsibility such as geographical area, customer size, and
customer type. From this form you can create a team or unit, staff it and
assign managers, and assign activities. Sales targets are set by Sales
units and Sales unit members.
CRM > Setup > Sales management > Sales unit/team

The Sales Group: Also known as the Sales Commission group, this is where you
assign employees to the "commission groups" that have employee and
commissions set to them. First you set up the group, then assign employees
and their share of commissions.
AR > Setup > Commission > Sales group
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Capture2
On question I get from clients is "Can I assign a sales person to a
customer?". Well yes and no. You can assign a Sales group to a customer
(NOTE! This is actually the Sales Commission Group). Since the sales group
is tied to employees, then you are in effect tying employees to a customer.
If you need to tie one employee to a customer, then create a one employee
team with 100% of the distribution. It is important to note that both the
Sales group and the Sales unit can both be designated on the sales order
form.

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Faiqa Usman, Support Manager,

Support Alert......!!!! Sales Force Segmentation in AX2009 CRM:0027486

Sales Force Segmentation in AX2009

There are a few ways to slice and dice your sales personnel in Dynamics AX.
Some are in the CRM module and some are in the AR module.

The Sales Unit: In order to report sales by department, team or individual,
you must group sales personnel into sales units. Units can be defined by an
area of responsibility such as geographical area, customer size, and
customer type. From this form you can create a team or unit, staff it and
assign managers, and assign activities. Sales targets are set by Sales
units and Sales unit members.
CRM > Setup > Sales management > Sales unit/team

The Sales Group: Also known as the Sales Commission group, this is where you
assign employees to the "commission groups" that have employee and
commissions set to them. First you set up the group, then assign employees
and their share of commissions.
AR > Setup > Commission > Sales group
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Capture2
On question I get from clients is "Can I assign a sales person to a
customer?". Well yes and no. You can assign a Sales group to a customer
(NOTE! This is actually the Sales Commission Group). Since the sales group
is tied to employees, then you are in effect tying employees to a customer.
If you need to tie one employee to a customer, then create a one employee
team with 100% of the distribution. It is important to note that both the
Sales group and the Sales unit can both be designated on the sales order
form.

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Faiqa Usman, Support Manager,

FW: Support Alert......!!!! Print Management in AX2009

Print Management

Print Management is a useful tool that allows the user to define settings to
produce original records, copy records, and conditional settings. Print
Management is controlled at the module, account, or transaction level and
can control the number of copies to produce, multilingual footer text, and
print destination.

Print management can be setup in Accounts Receivable, Accounts Payable, and
Projects at the module level. Each original record in Microsoft Dynamics AX
can have default settings associated with it which are defined under the
print management setup. Print Management is setup at a hierarchal level
where you define original record, copy record and settings for any available
documents. You can create up to one original record for each and multiple
copy records for every document type. You can create up to 19 conditional
settings for each original or copy record. To see more on how to setup Print
Management, continue reading.

To Setup Print Management in the Module Level

see image below

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png> Print Management Module Level

The Print Management Setup Form at the Module Level

Select Print management by following this path: Module (Ex: A/R) > Setup >
Forms > Form Setup > Print Management button

-Select the document level (Ex: Sales Order Invoice)

* To create a new record you can Ctrl N or right-click and select New.

* At the document level you can define your settings

* Check the Default setting check box if you would like to have the
default settings print each time.

* When the check box is not selected then the document can print
according to a selected query for a conditional setting if it successfully
returns results.

* Destination: Where the document will be printing

* Number of Copies: enter a numerical value

* Footer Text: By clicking the 3 dots button will allow you to print
footer texts in different languages. Otherwise you can enter your text in
the dialog box. *50 character maximum

Print Management at the Account Level

see images below

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.png>
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png

The Print Management Setup Form Account Level

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g>
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Print Management Button From Accounts List View

Select Print Management by following this path: Module (Ex: A/P) > Vendors >
Select an Account > Click the Setup Button > select Print Management.

-Select the document level by maximized the selections

* On the right side of the panel you will see the selections.

* Blue Arrows indicate settings that are inherited from the module
level that were setup previously. For changes to the settings there are
four options. You can override, copy, create a new record, or creating a new
setting.

* To override: Right click the original or copy record and select override.
A red "X" indicates it has been overridden.

* To copy: Right click the original or copy record and select copy. It must
be renamed.

* To create a new original or copy record: right click the type of record
in the list and select New.

* To create a new setting: right click and select new.

Print Management at the Transaction Level

The following table gives a list of the supported documents in Accounts
Payable. This may be necessary if these documents print to a certain
printer, ect.

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Conditional Settings in Print Management

-Can be setup using under Print management on the right side of the screen.
The more complex the query or greater conditional settings can affect
posting performance.

* To do this: select the original or copy record, right click and
select new.

* Enter a description

* Click the select button

* Query-Settings form enter a query in the criteria field. Click Ok
when finished.

* Many conditions can be setup on the document.

Faiqa Usman, Support Manager

Support Alert......!!!! Resetting a Production Order Status in AX2009

Resetting a Production Order Status in AX2009

The Production Order is released, and started as planned....but then,
Production Control decide that the decision to "Start" production, was the
wrong decision, so they must reset the Production Order. This is done by
clicking the "Update" button and selecting "Reset Status".

Click the "Update" button

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From the options, select "Reset Status"

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When the reset form is displayed, AX suggests the desired status to reset
back to.....there is no indication that you have a choice, and if you accept
the default, AX implies that you have to reset status, one step at a time.

This is not the case!

By clicking in the "Desired Status" field, a drop down icon becomes
visible......

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Simply select the desired status from the list and click"OK".

The Production Order will be reset back to the selected status.