Support Alert....!!! Install the RapidStart Connector [AX 2012]

Install the RapidStart Connector [AX 2012]
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The Rapid Start Connector for Microsoft Dynamics AX enables RapidStart
Services for Microsoft Dynamics ERP to communicate with an on-premise
Microsoft Dynamics AX implementation.


Note


The RapidStart Connector is available through the Microsoft Dynamics AX
Setup wizard only with the Microsoft Dynamics AX 2012 Feature Pack release.

RapidStart Services is an online service that provides a questionnaire-based
framework to configure and set up Microsoft Dynamics ERP products. This
service is extensible and customizable to fit the business processes that
must be configured.

Install the RapidStart Connector on the server where the Application Object
Server (AOS) is installed.

Before you install the RapidStart Connector <javascript:void(0)>

_____

* Register your organization for RapidStart Services. Contact your
partner or register yourself through http://www.dynamicsonline.com.
* On the computer where you plan to install this component, run the
prerequisite validation utility to verify that system requirements have been
met.
* Create a domain account to use for the RapidStart Connector Windows
service. For more information, see Create service accounts
<http://technet.microsoft.com/en-us/library/dd362055.aspx> .

Install the RapidStart Connector <javascript:void(0)>

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Use this procedure to install the RapidStart Connector. If you install other
Microsoft Dynamics AX components at the same time, the installation pages
vary, depending on the components that you are installing.

1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft
Dynamics AX components.
2. Advance through the first wizard pages.
3. If the Setup Support files have not yet been installed on this
computer, the Select a file location page is displayed. The Setup Support
files are required for installation. Provide a file location or accept the
default location, and then click Next. On the Ready to install page, click
Install.
4. On the Modify Microsoft Dynamics AX installation page, click Add or
modify components, and then click Next.
5. On the Add or modify components page, select RapidStart Connector,
and then click Next.
6. On the Prerequisite validation results page, resolve any errors. For
more information about how to resolve prerequisite errors, see Check
prerequisites <http://technet.microsoft.com/en-us/library/gg731884.aspx> .
When no errors remain, click Next.
7. On the Microsoft Dynamics ERP RapidStart Connector page, enter the
domain user account for the RapidStart Connector Windows service, and then
click Next.
8. On the Prerequisite validation results page, resolve any errors.
When no errors remain, click Next.
9. On the Ready to install page, click Install.
10. After the installation is completed, click Finish to close the
wizard.

After you install the RapidStart Connector <javascript:void(0)>

_____

Additional configuration is required after you install the RapidStart
Connector. For more information, see Configure Projects for Microsoft
Dynamics AX ERP - RapidStart Services
<http://go.microsoft.com/fwlink/?LinkId=238738> .

Customer classification groups (form) [AX 2012]

Click Sales and marketing > Setup > Customers > Customer classification groups. Use this form to create customer classification groups that you can use to prioritize customers. You can apply the customer classifications for sales order picking. In the Release sales order picking form, you can filter records to pick specific sales orders to be released. You can also apply the customer classification as sorting criteria. Example ________________________________________ You have an item that is in short supply and you have several sales orders. Therefore, you cannot complete the orders for all customers. You use the Release sales order picking job to select the customers whose sales orders you want to release. You determine the picking based on the customer classification groups that you defined in the Customer classification groups form. Thanks, ----------------------------------------------------------------------------------------------- Faiqa Usman Support Manager

Maison respresntation at WPC 2012

vote for the picture

Embed

Sad News

Dear All,
With heavy heart, it is sadly to announce the death of our Senior Functional Consultant "Mr. Muneeb Taher", who has expired today after a severe heart attack. He has been with our company for more than 7 years. His dedication and commitment was an integral part of our success and growth. No words can express our sadness. The loss of an appreciated and beloved person is always very painful. He will be dearly missed as a colleague, friend and brother.
The funeral services will be held tomorrow March 15, 2012 at 09:00 am. Location: H # 119-B, Phase I, Judicial Employees Co-operative Housing Society (Lala Zar), Thokar Niaz.
I hope you will join us in offering his family and friends sincerest condolences and please remember to keep him and his family in your thoughts and prayers.
Sincerely,
Mahvish Saleem
Sana Shafi

Support Alert....!!! Dynamics AX 2012 Customers Import using Excel Add-in

Dynamics AX 2012 Customers Import using Excel Add-in
http://ax2012exceldataimport.blogspot.com/2012/01/dynamics-ax-2012-customers-import-using.html
Assumption: The assumption is that appropriate reference data such as customer groups, etc. was created in advance.
Customers
[Description: image]

Walkthrough:
Connection
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Add Data
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Dynamics AX Error
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Add Tables
[Description: image]
Field Chooser
[Description: image]
CustTable
Field Name

Field Description

Currency

Customer account

Customer group

Name.Party ID

[Description: image]
Customer account - Number sequence
[Description: image]
DirPartyTable (Person)
Field Name

Field Description

Name

Party ID

Party type

Display as

[Description: image]
Address book ID - Number sequence
[Description: image]
LogisticsLocation
Field Name

Field Description

Location ID

Name or description

Postal address

[Description: image]
DirPartyLocation
Field Name

Field Description

Effective:

Location.Location ID

Name.Party ID

Expiration:

Postal address

[Description: image]
DirPartyLocationRole
Field Name

Field Description

Location role.Role

Party location relationships.Effective:

Party location relationships.Location ID

[Description: image]
LogisticsPostalAddress
Field Name

Field Description

Country / region

Effective:

Location.Location ID

State

County

City

District

Street

ZIP / postal code

Expiration:

[Description: image]
LogisticsElectronicAddress
Field Name

Field Description

Effective:

Location.Location ID

Type

Contact number / address

Expiration:

[Description: image][Description: image]
Sequence:
1. DirPartyTable - Publish Selected
2. LogisticsLocation - Publish Selected
3. DirPartyLocation - Publish Selected
4. DirPartyLocationRole - Publish Selected
5. LogisticsElectronicAddress - Publish Selected
6. LogisticsPostalAddress - Publish Selected
7. CustTable - Publish Selected
Result:
Dynamics AX - Address book
[Description: image]
Dynamics AX - Address book Address
[Description: image]
Dynamics AX - Address book Contact information
[Description: image]
Dynamics AX - Customer
[Description: image]
Dynamics AX - Customer Address
[Description: image]
Dynamics AX - Customer Contact information
[Description: image]
SQL Trace:
Summary: For the purposes of small or medium data migration (data conversion) where performance is not a concern Excel can be used for import of customers into Microsoft Dynamics AX 2012. Although Customer AIF Web Service (CustCustomerService) can't be used at the moment in Excel for import of customers, appropriate tables can be used instead. Excel template can be created and used for import of customers.

Support Alert....!!! Accounts payable [AX 2012]

Accounts payable [AX 2012]

Use Accounts payable to track vendor invoices and outgoing expenditures. You can enter vendor invoices manually or receive them electronically through a service, or your vendor can enter the invoices by using a vendor portal. After the invoices are entered or received, you can review and approve the invoices by using an invoice approval journal or the Vendor invoice form. You can use invoice matching, vendor invoice policies, and workflow to automate the review process so that invoices that meet certain criteria are automatically approved, and the remaining invoices are flagged for review by an authorized user.

After vendor invoices are approved, you can pay vendors. If your organization includes multiple legal entities, you can use centralized payments to pay all invoices from a single legal entity. Multiple payment formats are supported. These include checks, promissory notes, and Single Euro Payments Area (SEPA) electronic payments. You can settle invoices with payments or credit notes by using the Settle open transactions form. To view vendor information, use the All vendors list page and related forms.
Business processes<javascript:void(0)>
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[Description: Business process diagram for Accounts payable]

Support Alert....!!! Process assets created from Accounts payable [AX 2012]

Process assets created from Accounts payable [AX 2012]

There are four methods for integrating Fixed assets and Accounts payable:

1. Manually create a fixed asset record in Fixed assets before you add the fixed asset number to the line in the purchase order or invoice. Post an acquisition transaction for the asset when you post the invoice. This is the default method.

2. Manually create a fixed asset record in Fixed assets before you add the fixed asset number to the line in the purchase order or invoice. Do not post an acquisition transaction for the asset when you post the invoice.

3. Automatically create a fixed asset record when you post the product receipt or invoice that has the Create asset during product receipt or invoice posting check box selected in the Fixed assets parameters form. Post an acquisition transaction for the asset when you post the invoice.

4. Automatically create a fixed asset record when you post the product receipt or invoice that has the Create asset during product receipt or invoice posting check box selected in the Fixed assets parameters form. Do not post an acquisition transaction for the asset when you post the invoice.

For more information, see About assets acquired through procurement<http://technet.microsoft.com/en-us/library/gg231804.aspx>.

This information discusses how to post acquisition and acquisition adjustment transactions from Fixed assets, which is useful if you do not post an acquisition transaction for the asset when you post the invoice. If you use the first or third integration method, you do not have to follow these steps because an acquisition transaction is posted from Accounts payable.
<javascript:void(0)>Process assets using acquisition or acquisition adjustment proposals
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1. Open a proposal form to create acquisition or acquisition adjustment transactions for fixed assets that are created from Accounts payable.

o To create acquisition transactions, open the Acquisition proposal form. (Click Fixed assets > Journals > Fixed assets. Click Lines, and then click Proposals > Acquisition proposal.)

o To create acquisition adjustment transactions, open the Acquisition adjustment proposal form. (Click Fixed assets > Journals > Fixed assets. Click Lines, and then click Proposals > Acquisition adjustment proposal.)

2. Click Select.

3. Enter query criteria to select assets that were invoiced.

4. Click OK to create acquisition or acquisition adjustment transactions that you can post for the fixed assets.

Support Alert......!!! Create accrual schemes [AX 2012]

Create accrual schemes [AX 2012]

Ledger accruals redistribute the costs or revenues of a journal line so that the costs and revenues are recognized in the appropriate periods.

The following steps describe how to create an accrual scheme. After you have created an accrual scheme, you can complete allocation key accrual schemes and calendar key or fiscal key accrual schemes. For more information, see the next sections.

1. Click General ledger > Setup > Posting > Accrual schemes.

2. Click New to create an accrual scheme.

3. Enter an accrual identification and a description of the scheme.

4. On the General FastTab, select account numbers in the Debit and Credit fields.

The account numbers are used for posting the accrued debit amounts to an asset account, and for posting the accrued credit amounts to a liability account.

5. In the Voucher field, select how to handle voucher numbers on the accrual transactions:

o Base - The main voucher number should be used for all generated transactions.

o Single - A new voucher number should be used for each transaction date.

o Multiple - A new voucher number should be used for all accrued transactions.

6. If you selected Single or Multiple in step 5, select a number sequence code for the voucher numbers. If you selected Base, the Number sequence code field is not available, because the main voucher number is used.

7. Enter a description that you can use on all the accrued transactions. If there is no description in this field, the description from the main voucher is used.

8. If you select Calendar or Fiscal in the Calendar type field, and select an option other than Day in the Posting frequency field, select when the accrued transactions should be posted in the Posting date field.

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1. Complete the previous procedure.

2. In the Calendar type field, select the basis for the duration of the accrual:

o Calendar - Accruals are made according to the calendar year.

o Fiscal - Accruals are made according to the fiscal year that is defined in the Fiscal calendars form for the fiscal calendar that is selected in the Ledger form.

3. Select the period frequency, such as Monthly or Quarterly.

4. In the Length field, enter the number of occurrences for the selected period frequency, such as 4 quarters.

5. If you selected Calendar in the Calendar type field, select a posting frequency.
Note

Period frequency and posting frequency are not necessarily the same. For example, a duration of 2 years typically requires postings every month.

o If you selected Monthly or Quarterly in the Posting frequency field, you can indicate if the same amount should be posted all months, or if the amount posted each month should be based on the number of days in the month, relative to the total number of days. Select Even in the Value posting field if all months or quarters should be debited the same amount. Select Scale if each month should be debited based on the number of days in the month, relative to the total numbers of days.

o If you selected Fiscal in the Calendar type field, the Posting frequency field is not available. The posting frequency then is equal to the number of periods in the fiscal year, as defined in the Fiscal calendars form for the fiscal calendar that is selected in the Ledger form.

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1. Complete the procedure in the "Create accrual schemes" section.

2. In the Calendar type field, select Allocation key as the basis for the duration of the accrual.

Accruals are made according to a period key that is defined in the Period allocation categories form.

3. Select a period key in the Period key field.