Sunday, June 10, 2007

High level overview of Wizards in Microsoft Dynamics AX

Microsoft Dynamics AX Wizard overview coming today.

Wednesday, June 6, 2007

Offset Accounts

Dynamcis AX performs lots of ledger posting using offset accounts. These are some of definitions i have for offset account.

Defention1:
One that reduces the gross amount of another account to derive a net balance. Accumulated depreciation, which is a contra account to fixed assets to obtain book value, is an example of an offset account. Discount on note payable, which is a reduction of notes payable to derive the carrying value, is another example.

Defintion2:
OFFSET ACCOUNT is an account that is setup for elimination of a long or short position by making an opposite transaction.

Reference
http://www.interestsaver.com.au/
http://www.stepforward.net/
http://dynamicsmatters.blogspot.com/
http://www.arkona.com/
http://download-east.oracle.com/

Tuesday, June 5, 2007

Friday, June 1, 2007

Microsoft Dynamics AX Document Management System

Document management system in Microsoft Dynamics AX is used to attach documents, notes or images against specific records. All the documents are stored in DocuValue table with their reference in DocuRef table. In order to enable document management system we have to perform some simple steps.

Open Navigation Pane

Go to Basic -> Setup -> Document Management

Now you can see four options related to document management

Document types

Active document tables

Parameters

Document file extension

Now go open active document tables

Create a new entry (Ctrl + N)

Add your table in the grid and check mark active tab

Open AOT -> Data Dictionary -> Tables -> DocuRef table

open setSmmTable and place an entry of your table over here

void setSmmTable()

{

switch (this.RefTableId)

{

case tablenum(CustTable),

tablenum(VendTable),

tablenum(SalesTable),

tablenum(ProjTable),

tablenum(ContactPerson),

tablenum(smmActivities),

tablenum(SalesQuotationTable),

tablenum(smmMailings),

tablenum(smmBusRelTable),

tablenum(smmTMCallListTable),

tablenum(smmCampaignTable),

tablenum(smmEncyclopediaItems),

tablenum(smmCampaignSelection),

tablenum(yourtablename):

this.SmmTable = true;

break;

default:

this.SmmTable = false;

break;

}


}

Now you can see a document handling icon at the toolbar. You can use this icon to attach documents.