License plating was introduced in Microsoft AX 2012 R3 and has since benefitted from expanded functionality in subsequent cumulative updates. Here we’ll be showing off some of that functionality in Microsoft’s newest release of dynamics, Dynamics 365 for Operations. For this walk-through we will be utilizing the new Dynamics 365 for Operations – Warehousing app available in the Microsoft store. The app requires Windows 10, as well as some technical setup so work with your system administrator to get it configured.
Mixed license plate receiving was added in Microsoft AX 2012 R3 CU11 and allows the warehouse employee to receive multiple different items from different purchase orders on the same license plate without previously receiving an ASN (Advanced Shipping Notice) from the vendor. It allows your employee to build the license plate from whatever purchase order lines are available for receiving. You can then move the mixed pallet to another location for put-away. Normal location directives will kick in for the put-away work.
First let’s discuss some of the setups necessary for mixed license plate receiving.
There are two work creation processes that allow for mixed license plate receiving they are:
The mixed license plate receiving work creation process allows you to build a license plate and when complete, will move the license plate to your designated receiving area. Work will then be created for put away and your employee will use a normal purchase put away menu item to complete it. Whereas the mixed license plate receiving and put away process will automatically move to process that put away work after the license plate is completed.
In addition to the work creation process we must specify the source document line identification. The options available to us are:
This will determine the flow the menu item will use when building the license pallet. When selecting purchase order line receiving, the mobile device will prompt the user for the purchase order and the line to receive against. For purchase order item receiving, the mobile device will prompt the user for the purchase order and the item number. It is important to note when using purchase order item receiving if multiple lines with the same item are on the purchase order when you identify that item it will pinpoint the first line with that item and receive against that line. Finally, when using load item receiving, the mobile device will prompt the user for a load number and receive based on item numbers. The same note regarding multiple lines of the same item applies here as well.
In addition to these setups, you also have the option to apply a work template (for more information see this blog related work templates), prompt the user for a disposition or batch disposition code, as well as require the user to select a container type if your company is using that functionality.
Once the menu item setup is completed and added to the menu structure we can move to process a receipt. In this example imagine we purchase each of two different items from multiple vendors. As we receive and put away these items the warehouse employee isn’t concerned about which vendor these came from but rather how to efficiently receive and put away the items together. We will a receive a pallet with two different items from two different purchase orders and allow our warehouse employee to build the license plate which will be moved to the receiving location ready for put away.
First the employee will select our new menu item.
Next the employee will enter a license plate number to use for this receipt. It is important to note that automatic generation of license plates is not supported but the employee may enter any alphanumeric string that is not currently being utilized as a license plate.
Since our menu item is using the source document line identification of purchase order line receiving the flow will prompt the user for a purchase order number.
Once validated the flow will prompt for a purchase order line. When using this flow, it would be important for the user to have access to a receipt list or copy of the purchase order to determine the line number.
The flow will then ask for the quantity being received. The system will enforce normal overdelivery parameters here. The user clicks on the check mark.
The user will then select the unit of measure being received and clicks on the check mark. The user is then brought back to the line number screen ready to receive more items against this purchase order. If the user chooses he/she can click on the menu dropdown in the upper right hand corner and see a variety of options. The user can continue to receive against this purchase order, complete the license plate, show a current list of items on the license plate, or change the purchase order being received against. First we’ll take a look at the list of items on this license plate by clicking on Show list.
Notice the user has an option to modify any current quantities on this license plate by clicking on the menu in the upper right again. We will return to the previous screen by clicking on the check mark.
In this example we will be receiving an additional line of items but from a different purchase order. The user will select Change PONum.
The user will enter the new purchase order number and click on OK. The user will enter the line number and quantity being received and click on OK.
At this point our license plate is complete. The user can look at a current list of items on the license plate by clicking on Show list.
When satisfied, the user will click on LP Complete. At this point is work is generated for the put away, if the menu item was using the work creation process of Mixed license plate receiving and put away then the flow would automatically begin the put away work.
Microsoft has also included a new inquiry named Mixed license plate receiving located in the warehouse management module. This inquiry will allow a user to view current mixed license plates that are being built. As long as the warehouse user is not currently in the record in the mobile device, you have the option to modify the license plate or even complete it through this inquiry. You may also view all completed mixed license plates by enabling the Show completed license plates checkbox. Keep in mind these cannot be edited as the license plate and associated work has already been created.
Hopefully this look into mixed license plate receiving has demonstrated the convenience and power of this new menu item. There is a bevy of other improvements to license plating that have come out in recent cumulative updates. This functionality and more are incorporated into Microsoft Dynamics 365 for Operations which is available now.
The post License Plates and Warehouse Management in Dynamics AX 2012R3 Series 1 appeared first on AXMentor.
Join us for our first event focused entirely on Dynamics 365!
What: A town-hall meeting on everything Dynamics 365
When: March 1-2, 2017
Where: Microsoft Technology Center — 3 Park Plaza, Suite 1600 Irvine, CA, 92614
Who should attend:
If your company is wary of going full-cloud, wants to better understand Dynamics 365, or is simply curious what your future roadmap might look like, come to the Microsoft Technology Center from March 1-2 to get all the answers you need at Evolve: the Journey to Dynamics 365.
The event will feature presentations from Microsoft and other industry leaders as well as workshops hosted by our own Dynamics experts. It will wrap up with a town hall-style Q&A on everything Dynamics.
Attendance to this event is free and lunch will be provided both days. Here’s more on the event:
Evolve will begin with a deep-dive into the new features and functionality of Dynamics 365 and Dynamics 365 for Operations (formally Dynamics AX).
We will cover Dynamics 365 functionality, Dynamics 365 Business Apps and integration with Operations, and also outline the resources you can use to continue to gather information.
This session will cover the portfolio of Dynamics 365, providing the high-level functionality value of each Business App as well as BI/Reporting and PowerApps.
The goal of this portion is for you to get a better understanding of how Dynamics 365 can fit into your organization and propel it to a more scalable future.
It is aimed to provide Dynamics newcomers and current End-Users who have little CRM experience with a more detailed look at the functionality specific to each Business App.
We will also cover how data from the individual business apps maps back into Operations and what the User Experience is like.
Evolve will feature discussions specific to your industry and breakout sessions to facilitate in-depth vertical dialogue.
Industry Roundtables will be held and focused on providing insight on how D365 fits your industry’s needs and its role in shaping the future of the vertical.
Industry experts from Microsoft as well as our own experienced team will join in to highlight specific best practices, customer success stories, licensing options (new and existing), and open Q&A time for the following:
Dynamics User Group Leadership will be joined by the largest online Dynamics information hub to present what learning, networking, and industry events are coming to you in 2017, including an overview of Dynamics AX User Group (AXUG) and MS Dynamics World.
Industry experts will also be available for one-on-one sessions to answer your questions.
Evolve will have a heavy focus on what your journey to D365 looks like. We will provide insight on how to create a roadmap that’s in sync with your organization’s transition tempo and appetite for cloud.
We will start with an introduction to Roadmaps and how they play a crucial role in creating an organization that is informed, productive, enabled, and properly supported.
We will also deep-dive into the requirements, tools, and recommended next steps for mapping out your transition roadmap and timeline. Key focus area will include:
Our roadmap portion will also cover strategies to extend the shelf-life of 2012 while transitioning, including:
Evolve will outline the requirements needed to implement Dynamics 365 as well as the hybrid options and security features of Dynamics 365.
This session will review the most commonly voiced issues surrounding Cloud and address them with sound data.
Additionally, Microsoft will provide insight on the technical possibilities of going with Azure, including the IoT Suite, Cortana, and associated use cases.
The overall goal of the infrastructure portion is to outfit attendees with a knowledge base to make informed decisions on whether or not the Cloud is the right fit for their organization.
Evolve will take a closer look at Dynamics 365 for Operations (formally Dynamics AX).
The goal of this overview session is to provide a deeper look at the ERP functionality Dynamics 365 for Operations contains and what’s to be expected from the solution in 2017.
The discussion will be shaped around how the new capabilities stack up against older Dynamics versions and focused on the following areas:
The event will wrap up with a general Town Hall style discussion on Dynamics 365 – please bring your questions, concerns, advice, or lessons learned!
Head to our event page for more information or email firstname.lastname@example.org with any questions!
The post Announcing ‘Evolve: The Journey to Dynamics 365’ appeared first on AXMentor.
Cumulative Update 12 (CU12) for Microsoft Dynamics AX 2012 R3 was just released by Microsoft, and, in doing so, Microsoft has addressed a long list of customer requests with several new features.
Most of the changes were made in the warehouse management, transportation management, and retail areas of the product, and build upon the updates released in CU11 back in June.
Updates were also made to machine learning integration, BI, finance, human capital management, service industries, and public sector. CU12 updates work in tandem with the intelligence-centric SQL Server 2016.
Let’s take a closer look at some of the biggest updates in CU12.
SQL 2016 gives customers even more opportunity to drive business results with new technologies in tandem with CU12’s new features. SQL 2016 is a mission-critical business analytics and data management platform. It allows data to be secured and easy to manage. With data that’s always encrypted you can have greater confidence in the security of your data. End-to-end business intelligence and analytics bring your data to life with reports and visualizations. It puts the data you need in the hands of the people who need it with powerful business tools. Using predictive models from your data, you can better stock your inventory and understand your customers. Customers are able to choose to host on-premises, in the cloud, or both in a hybrid solution with SQL 2016.
Enhancements made to machine learning in CU12 enable integration between Microsoft Cognitive services and Dynamics AX. A new module, Cortana Intelligence services management, allows Dynamics AX 2012 customers to integrate to the Microsoft Cognitive services.
The intelligence recommends APIs right from within Dynamics AX without users having to learn data science or big data technologies. This module can be used to complete the following tasks:
The new module also includes capabilities In data management model management, build management, and data entries.
CU12 for Dynamics AX 2012 R3 includes one hotfix introduced in Reporting Services 2016, which adds support for printing reports in HTML5 format, and requires Microsoft SQL Server Reporting Services 2016.
New features in finances in CU12 include visibility enhancements, invoice listing changes, sales and purchase order scheduling, and more. All pending invoices are now included on the list page, regardless of save status, to ensure that Vendor Invoices appear on the Pending Invoices list page, even if you lose your connection to Application Object Server (AOS).
A hotfix now lets users recover invoices put into active status by users who are no longer signed in.
Functionality was added to the Create fixed asset proposals periodic process. A new field that is named Legal entities lets users select which legal entities to include in the depreciation run. This is especially helpful for organizations with multiple legal entities linked to common fixed assets.
CU12 for Dynamics AX 2012 R3 includes several hotfixes in retail, such as enhancements to streamline refunds, gift card transactions, cash register procedures, and more.
A hotfix in the Modern Point of Sale (MPOS) allows retailers to refund shipping charges for returned items that were originally sold through a customer order transaction and shipped to the customer after the fact. Support was added to allow users to specify sales tax when gift cards are issued.
A register property was added to allow a cash drawer to be left open at the end of the day or between shifts to show that the register is empty. A new functionality also now enables customer orders and quotations to be saved when the MPOS system is offline, and then retrieved and submitted when the system is back online. This functionality mirrors the hybrid solution many retailers are moving toward with Dynamics 365 [future link to hybrid solution blog].
Changes in supply chain management in CU12 will streamline bill of materials (BOM) planning, order planning, delivery, transportation, and more. In CU12, workers can now move inventory from a mobile device, even if work has been created against part or all of the quantity that must be moved
A hotfix adds support for showing inventory status during the creation of movement work in warehouse management demand planning (WMDP). You can also now create an invoice journal for a transfer order when freight is reconciled in the Transportation Management System (TMS).
Changes were also made to better plan purchase orders even when the material need for the order has not yet arrived. With a new option to search for purchase agreements, users can also now look for existing purchase agreements from the Dropship workbench form.
Budget control account detail history reports now show correct values in the pre-encumbrance column, where previously they showed inaccurate values.
Also, a hotfix was added to generate a reduction to the carry-forward budget when a general budget reservation line is reduced.
Other CU12 enhancements
Dozens of enhancements we did not mention were also made to these areas, as well as enhancements made to Human Capital Management, Service Industries, as well as country/region-specific updates.
View the full CU12 release here.
Talk with one of our experts today for more information on upgrading and extending the lifespan of your Dynamics AX 2012.
The post CU12: New Features for Dynamics AX 2012 R3 in Cumulative Update 12 appeared first on AXMentor.
For most of the AX community, October was highlighted by the much-anticipated AXUG Summit 2016 in Tampa, FL.
For first-timers, the premier annual AXUG event was an opportunity to get introduced to the passionate base that is the AX User Group. For Summit veterans, it was a chance to help lead Dynamics into its daring next step.
Even for those who were unable to attend, major product changes as well as innovative new ideas mean users all over the world will feel the effects of the event in some way or another in the coming months.
Here’s a rundown of AXUG Summit 2016, in case you missed it or, like us, are still coming down from all the excitement.
Andrew showing AX Admin on the monitor at AXUG Summit 2016.
With thousands of AX users all in one place, Microsoft took the opportunity to announce its vision for the future, namely Dynamics 365. Dynamics 365 aims to bring a “digital transformation” to Dynamics AX (now “Dynamics for Operations”) by putting a greater portion of the solution into the cloud with the goal of streamlining accessibility and workflow. It will also consolidate Microsoft’s AX and CRM systems into one product.
Greater licensing options will also be available to customers with the new release, which are to be laid out in more detail in the coming weeks. While many users were still trying to wrap their heads around Microsoft’s direction at Summit’s end, what was certain at AXUG Summit was that all users were intent on working together to venture into the next chapter of Dynamics together.
Summit was crawling with new products all aimed at helping Dynamics users work smarter. From individual task applications to full-fledged AX solutions, users had the opportunity to learn about new ways to leverage their AX solution and watch many new solutions in action.
At the AXMentor booth, we demoed the AXAdmin app, which helps Infrastructure and System Administrators of Dynamics AX 2012 R3 and AX 2012 RTM and R2/FP access their AX no matter the time or place. The future of how Dynamics products are released also received a big upgrade. With AppSource, Microsoft’s newest online marketplace for Dynamics applications, developers now have a single place to market their solutions and users will have instant access to directly download the tools they need.
Dan talking to Aaron at AXUG Summit 2016.
AXUG Summit was, above all, a chance for partners and users to come together to learn what makes an AX solutions great. Through hundreds of user-lead sessions attendees had countless opportunities to learn about high-level topics as well as drill down to the case-by-case AX tasks that matter most to today’s Dynamics users.
Sessions that we lead included discussions on BI project cost reduction, AX 2012 optimization, and the power of case management in the public sector, and we were thrilled with the involvement we had in each. A special thank you goes out to customers who joined us for some networking, entertainment, and great food at our client dinner at Raymond James Stadium.
All in all, AXUG Summit once again proved itself a powerful tool for bringing together users, chapters, and ideas in order to further strengthen the Dynamics community. We extend our greatest thanks to the AXUG planning committee as well as the users that keep Dynamics the most innovative ERP and CRM system in the world.
Check out our Summit Recap Video below or click here!
See you next year at AXUG Summit 2017 in Nashville!
Email us below for a full recap of our booth and sessions!
The post Three big takeaways from AXUG Summit ‘16 appeared first on AXMentor.