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Accounts Payable module Purchase Orders & Exflow Agreements

December 13, 2021, 3:21 pm
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Hi,

I'm hoping that someone might be able to help with a couple of questions that I have regarding AP PO's and Exflow Agreements. 

We have started to use Agreements to replace creating multiple PO's for the same thing - so for example rather than creating a PO for electricity at a site every month we created an agreement to cover 12 monthly invoices. We stumbled across a couple of issues that I hoping I could get some help with.

PO's and Agreements active at the same time

We've found that Exflow doesn't auto read a supplier's invoice if there are PO's and agreements.

Is there a way for Exflow to distinguish between PO's & Agreements so that Exflow can auto read?

If there isn't, is there a way to turn off PO's for a supplier so there can only be agreements?

Thanks

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Intercompany Orders not showing line number

December 14, 2021, 2:54 am
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Hello, 

We are in the business of providing IT infrastructure solutions to clients.  Currently, we are using  AX 2012 R3 - CU8

we are facing an issue with intercompany sales line numbers. see below:

When placing a PO from company A to company B or vice versa, the intercompany sales order does not show line numbers. 

For example, I have created a PO in company A --> It's showing the line numbers as 10..20..30 (we have a setup of interval 10 on system parameter)

Looking at the intercompany order it seems like the line numbers are not rippled from the original PO.

is there any intercompany setup to ripple the line numbers? 

Your support is highly appreciated.

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work flow submit should nor be editable

December 14, 2021, 3:13 am
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Hello Guys My Work Flow should not edit my form when its been submitted. Kindly Suggest me helpful answer .Its Transfer Employee request form 

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Purchase Order workflow condition based on "Purchase Order. Requires Purchase Order Re-approval"

December 14, 2021, 4:42 am
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I have setup a simple purchase order workflow in my test environment. 

It is based on a conditional decision, i.e. "Purchase Order. Requires Purchase Order Re-approval" is "value" = "Yes",

If condition is true: then submit to specific user: user 1

If condition is false then, submit to specific user: user 2 then to user 1

I have also created a purchasing policy : "Re-approval rule for purchase orders" (all fields selected)

Issue: Purchase order always submitted to the user 1, even when I am submitting the purchase order for the first time in workflow or recalling it and changing price/ quantity of lines and resubmitting it again.

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Purchase Order Workflow based on Purchase Agreement

December 14, 2021, 5:09 am
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I have created a purchase agreement for specific vendor with specific items. Purchase Agreement is confirmed and is effective.

When creating purchase requisition having multiple line items, the items having effective purchase agreement get vendor, price and quantity information inherited from relevant agreement.

I have set the policy of Auto Purchase order creation from requisition& also set the parameter to keep the status of purchase orders generated from requisition to "Draft" status.

Requisition lines with reference to agreement or to which vendor have been added manually get their PO autogenerated.

Workflow

Workflow have been configured having a Approval with Automatic Action based on condition: "Purchase orders.Agreement header record ID" is field "Purchase orders.Agreement header record ID"

If condition is met then PO should get auto approved.

Otherwise, it should be submitted to the approval stage assigned user/role.

Issue:

Purchase orders with agreement reference do not get approved when submitted to workflow.

There is a column in Purchtable (All purchase orders grid) with the name "Purchase agreement". This column has a check mark against the orders having link to purchase agreement. its control name is "AgreementIsLinked" but it cannot be called in workflow condition.

Is there any other field I can use in workflow to get automatic action approve the PO when having effective purchase agreement reference.

 

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D365 Open in excel add-in: change column order in extended data entity "AutoGroup" field group

December 14, 2021, 6:47 am
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Hi to all!
I need help to manage a problem. What I needed to achieve was to add a new unmapped field to a system data entity (OpenPurchasePriceJournalLine), then get it as a new column in the Excel the system outputs when you click on Open in Microsoft Office -> Open in Excel button.

What I did is to create an extension of the OpenPurchasePriceJournalLine Data Entiy in my model. Through it, I added the unmapped field, then added it to the "AutoGroup" data group. After build and sync, I tried it: it worked, as I see a new column in the exported excel that contains the correct values.

Now, what's the problem? The added field is a "Product Name" field, and the customer wants it to be side by side with the "Product number" column. But the system automatically puts the extensions field columns in the end of the excel, in the far-right side.

I had tried to change the order of my added field in the group, but as it is an extension of the DE, I can't move it among the default fields. I know that if it was a custom DE I would have been able to do this without any problem, but it is not my situation...

Do you have any solution for this matter? Thank you!

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How to export specific AOT objects using x++?

December 14, 2021, 7:00 am
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Hi Team,

How to export specific AOT objects using x++?

I just want to export specific tables and forms . How do I achieve it using x++ job.

Kindly help.

Thanks,

Phani

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BATCH JOBS NOT EXECUTING ON DYNAMICS AX 2012 R2

December 14, 2021, 11:35 am
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All schedules batch jobs have suddenly stopped executing on our Dynamics Ax  2012 R2 environment. All are in waiting state.

Can anyone pls suggest how this may be resolved.? I have tried a few suggested solutions but nothing seems to have worked. 

Thanks in advance.

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Dynamics AX voucher processing for multiple funds (accounts payable)

December 14, 2021, 1:56 pm
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We are trying to implement fund accounting in the Accounts Payable module.  In particular, we are having issues when we have an invoice that has to be processed/split with the expenses and A/P across multiple funds.  

Is there a way to configure AP to Credit multiple AP accounts and funds based on expense lines?

Example

1 invoice for $5,000

4,000 for fund 01000 and AP account 205

1,000 for fund 05000 and AP account 205

We have no issue on the expense side of the transaction.  It's the offset for AP that is creating a problem for multiple funds.

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Error Project category missing

December 14, 2021, 10:41 pm
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Hi Expert,

While making progress billing invoice posting. I am getting error "project category missing".

Please help me.

Thanks,

Faiz

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How to export MRN/GRN dump from Microsoft AX 2012

December 14, 2021, 11:09 pm
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Dear Sir,

Please tell me How to export MRN/GRN dump from Microsoft AX 2012 in which below mention data must available.

1) Supplier Name

2) Invoice No.

3) Invoice date

4) Qty received

5) MRN/GRN No.

6) MRN/GRN creation date.

Please support...

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Difference in Bank reconciliation statement

December 14, 2021, 11:52 pm
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We are observing some variance issues in the Bank reconciliation statement report. We use advanced bank reconciliation.
As we know, If we run the Bank reconciliation statement, the Unreconciled amount is taken from the Open amount on the bank reconciliation worksheet (top right).
Recently, we have found that the business posts transactions to a previous period (backdated), after the bank reconciliation for that period is complete. So when they're doing the reconciliation on the worksheet before posting the backdated transaction, they do not show up on the open bank transactions on that bank reconciliation worksheet for that time period.

However, after posting the backdated bank transaction, when they run the report, it shows a difference that equals to the sum of the lines that were backdated but do not show up on the open line area (and are not included in the open amount).

Can you please help us understand why the variance is showing up? Does that mean posting backdated transactions screws up the reconciliation statement?
Backdated transaction 1 - $19.80
Backdated transaction 2 - $5,943.37
Backdated transaction 3 - $5,968.00
--------------------------------------------------
Sum                                - $11,931.17
Difference in Bank reconciliation statement - ($11,931.17)
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Related to Prepayment

December 15, 2021, 1:34 am
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We have created Prepayment Voucher created with Sales Tax and system has posted the entry Tax and this Prepayment Voucher has been cancelled. We found that cancellation entries haven't reversed sales Tax entries.

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Export data multiple companies to excel

December 15, 2021, 12:02 pm
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Hello,

anyone an idea how we can export data from multiple companies to excel? Now we do it company after company.

thank you for sharing ideas! 

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Purchase requisition to purchase order created in approved status

December 15, 2021, 9:52 pm
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I have created a purchase requisition with line items with price and vendor fields filled. 

Change management was Activated.

Policy is set to auto create purchase orders from purchase requisitions.

"Give purchase orders created via purchase requisitions Draft Approval Status" is set to "Yes"

But still when a purchase requisition gets approved, the purchase order is created with "Approved" status. 

I need all the purchase orders to be submitted to workflow for approval.

Looking for a solution to achieve this.

Thanks in advance.

Talha

  

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posted picking list instead of packing slip

December 15, 2021, 10:52 pm
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Hi All,
i posted picking list instead of packing slip in item requirements, now the "issue status" in "item transaction" for that item is showing as "Reserved Physical". i tried posting packing slip again, but i get "Insufficient inventory transactions with status On order, Reserved ordered, Reserved physical and Picked"

how do i remove the "reserved physical" status, so that i can issue the item? can i remove it from "output order" form?

AX 2012 R3

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Dynamic 365 Finance

December 15, 2021, 10:56 pm
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The transactions on voucher do not balance as per 12/15/2021. (accounting currency: 50,000.00 - reporting currency: 3,942,500.00)
Posting has been canceled.?
Can you help on this 
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After removing a from extension class started to get the error Object reference not set to an instance of an object.'

December 16, 2021, 3:01 am
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Hi Community 

I removed a form extension class and started to ger the erorr  Object reference not set to an instance of an object

I have tried full build, drop user settings

what else is possible to do?

thanks Ruslan

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AX 2012 R3 CU13 Client on VMware Desktop - Ledger Calendar: Setting module access does not work.

December 16, 2021, 9:56 am
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We are currently in the process of testing an upgraded CU13 environment. While testing the Ledger calendar we noticed the popup where you set the module access level is not displaying. It being test use a AX Client running on a VMware Windows 10 Desktop. If I connect to that same environment with an AX client running on my Devbox it works fine.

Has anyone else run into this issue?

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Keep product attributes after change category

December 17, 2021, 4:09 am
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Some products change during the year in Product category.

After the change of Product category, all Product attributes are deleted.
Even if the attribute is the same or inherit the attribute from the same parent category.

Is there any way to keep all the Product attributes after changing the category?

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