Thursday, January 21, 2010

Transfer Balance from Customer account to Vendor account in Dynamics AX

Step1: Create an INVOICE Journal (or you can use a General Journal).  Click Lines.

Enter the AMOUNT to (DEBIT or CREDIT) the Vendor account.   Offset the Posting to the related CUSTOMER ACCOUNT.  Enter the proper POSTING date.


Step2: On the Vendor Account "SETTLE" the Outstanding DEBIT/CREDIT amounts through OPEN TRANSACTION EDITING.

Step3: On the CUSTOMER Account the amount is now open, and posted to the AR Account.

Thursday, January 14, 2010

How to Solve Downtime Challenges to Manufacturing and Supply Chain Operations


NOTE: this white paper has been published by Vision solutions at IT Toolbox; I thought it would be great to share some of the important information here from the white paper.


Every manufacturer—from heavy-duty industrial and automotive to consumer products and packaged goods—faces one ongoing challenge: time. Time— all the delay and latency still remaining within your business processes— impacts every level of the organization, adds to your costs, saps your productivity and reduces profits. Ultimately, time reduces the value you can return to expectant shareholders.

Through relentless cost-cutting and deep investments in ERP, supply chain management and other technologies you've focused on achieving optimum performance—higher productivity and efficiencies to drive profit and value.

But as you continue those strategies, do more with less and drive revenue growth, shareholders want evidence of new value-producing opportunities. Meanwhile, an unprecedented wave of new regulations and the heightened awareness of corporate governance standards demand attention and investment.

It's up to you to meet these expectations and find and deliver new value while dealing with the challenges of change. This white paper explores how the power of an information availability solution can unlock the latent potential of your IT environment and deliver new value for your organization. It can enable your organization to immediately tap into the unused value—downtime—that exists within your IT infrastructure.

Bottom line: If your organization can minimize or eliminate planned downtime, it can free up specific, measurable (currently unrealized) potential to immediately support your productivity and profitability strategies. It also delivers opportunities for revenue and asset growth, new competitive positioning opportunities, M&A plans and customer-facing initiatives.


The Power of Information Availability: Transform Planned Downtime

An information availability solution unleashes the potential locked inside planned downtime, those hours each day or week when business process technology and applications are brought offline for maintenance, backups or reporting activities. This downtime occurs regularly in every organization, yet delivers zero value to your business and adds nothing to your bottom line. Just as important, an information availability solution delivers the optimum level of business resiliency in the event of an unplanned interruption (such as application, system failure or other disaster), especially important if your organization faces the latest

Federal compliance regulations. For example, each of the hundreds— even thousands—of interlocking,

dependent activities, components and decisions in the manufacturing process pose potential time delays.

More than ever, these interlocking tasks depend on information technology to complete on schedule.

A delay of even a few minutes at one stage will cascade into potential delays at other stages in the process.

What if you could eliminate a one-hour cumulative delay each week, caused by application, database or server downtime? You could immediately release unrealized potential and cost savings and speed up every stage in the manufacturing process. How much value would that deliver to your bottom line and shareholders?

An information availability solution can help you ensure that your IT processes become more closely aligned to your business goals. To that end, discussions with your IT executives should focus on finding the right combination of business and technical solutions to:


  • Liberate the unrealized value of current downtime from critical information technology that supports your business and information processes.


  • Minimize acceptable downtime and data loss for non-critical data and applications to deliver the maximum return for your organization.


High Availability: Food Wholesaler

Situation: A leading Italian beef producer with four factories responsible for over half of Italy's beef exports, must maintain constant vigilance over 550,000 animals passing through its slaughter houses annually. Its food safety tracking systems are their highest priority. The operation can only sustain minimal interruptions to accommodate high and growing data volumes across a diverse IT environment and changes to systems to meet legislative reporting requirements. An information availability solution now provides near continuous uptime and on-demand, flexible information accessibility.

Results: Transparent, seamless uptime should any unplanned event occur; 100 percent data protection; continuous ability to meet service level agreements (SLAs) and government tracking regulations regardless of any planned or unplanned event.



Unleashing the Responsive, Real-Time Enterprise

Studies show that over the last three years nearly 89 percent of manufacturers have increased supply chain capabilities, enabling them to catch up rather quickly with the leading improvement-driven companies. The accelerating pace of this "catch-up" window means that leading-edge manufacturers need to uncover every performance advantage to sustain growth initiatives. Meanwhile, mid-sized players need to find new competitive advantages.

An information availability solution can uncover and exploit unused value in your supply chain processes and throughout your organization. You'll find these unused opportunities in the full range of your business and IT infrastructure, including: front and back offices, go-to-market processes, partner and channel operations, product development and information exchange and collaboration. Many manufacturers of all sizes and across the globe have already discovered that, because information availability solutions minimize or completely eliminate both planned and unplanned downtime, they immediately boost

productivity, raise efficiency and make the organization more resilient, reliable and fully responsive no matter what happens. Some manufacturers have been more adept at this alignment of interests than

others. And more will be demanded in the next few years. Users always need more: more data, more data sharing, more applications, more processing time, more reports and more access. You need to demand more from your suppliers and seek more sourcing opportunities across the state, nation or globe. Customers want more choices, more convenience, more access points and more flexibility. Shareholders want to see more value, higher profits, greater efficiencies and more return for every dollar spent. You need the ability to ensure that IT can and will continue to deliver on these goals with resilience and reliability. That's why it's important to make "information availability" a key issue in discussions with your IT executives.

Highly Available Products

Situation: An innovative plastics manufacturer with $1 billion (US), 3,300 employees and 9 manufacturing plants on two continents, operates around the clock using a critical SAP application to meet customer orders, receive just-in-time raw materials and monitor essential processes throughout its operations. While data and applications need to undergo periodic reorganization, the business cannot afford to wait with downtime costs of $125,000 (US) per hour. An information availability solution was able to bridge multiple servers for optimal resource management and near continuous uptime.

Results: Savings of (US) $3 million annually in eliminated downtime; 100 percent data protection; transparent, seamless uptime should an unplanned event occur, which supports SLAs with customers.



Dynamics AX, Financial Statements, Row Definition Calculation Expression:

Financial Statements Designer of Microsoft Dynamics AX provided very flexible functionality to design any kind of complex formula related reports. For example at some financial reports, CFO's like to see the percentages of Cost to Sales or Expenses to net profit etc……


Consider the following sample profit & Loss

Sales                                      1000

COGS                                    700


Profit                                     300


Cost Percentage               70%    (formula is (COGS/Sales)*100)

Profit percentage            30%       

Above requirement can be created in Dynamics AX Row definition calculation Expression like this

Formula Expression #1/#2*100

#1=row number 1

#2 = row number 2

In row designed you can simply drag and drop all those elements to calculation area, for which you want to create formula expression. See picture….

Wednesday, January 13, 2010

Industry Solutions for Microsoft Dynamics AX

Last Modified 11/12/2009
Posted 9/22/2009

News! 22 September 2009: Microsoft has acquired deep industry functionality for manufacturing, distribution, retail, and services, so these industry capabilities are now at the core of a single, standard solution for Microsoft Dynamics AX.

This latest announcement is part of the Microsoft Dynamics® AX strategy and road map for building industry functionality into the core product. Part of what's driving this evolving strategy is the goal of increasing our partners' success by providing better opportunities to package and license complete solutions with the vertical functionality and assured performance your customers need.

Research conducted by IDC in 2009 shows that Microsoft Dynamics AX partners achieve higher levels of profitability by focusing on delivering select industry offerings, including packaged vertical solutions, with the flexibility to fit customers' changing business needs.

Microsoft Dynamics AX delivers a rich industry foundation on which partners can build packaged vertical applications to provide customers with high-value solutions relevant to their individual market. These strong industry capabilities deliver breakthrough innovation in key industries—manufacturing, distribution, retail, services, and the public sector. Learn more about specific industry solutions below.

What does this mean for customers? Customers tell us they need a standardized solution that fits their business processes in their specific vertical. Because customers in the high-end of the midmarket often are organized across multiple countries with business models and processes that cross industry boundaries, Microsoft is committing to a stronger industry foundation in Microsoft Dynamics AX. This optimizes the way we work with partners to cater to the specific vertical needs of these customers. We strongly believe customers can benefit from a single solution because it enables the organization to move ahead with changes in business models and business processes without waiting for the ERP solution to catch up.  

What does this mean for ISV partners? ISV partners now have more opportunities to increase profitability by developing repeatable vertical solutions that offer high value to customers with shorter time-to-market and lower initial investment. ISVs can then support marketing efforts by gaining Certified for Microsoft Dynamics certification for their packaged solutions.

What does this mean for resellers? A single, standard platform enables resellers to perform faster, more predictable implementations and upgrades, which helps improve margins through increased volume and improved revenue per full-time equivalent (FTE). In addition, resellers can reduce implementation risks with repeatable, packaged vertical solutions designed to work with the industry functionality built into Microsoft Dynamics AX. With vertical templates added to Microsoft Dynamics Sure Step, implementations are easier. Specialized training will be available to help resellers capitalize on new vertical opportunities.

Manufacturing Solutions

Implement discrete and process manufacturing environments with a single solution for greater flexibility and growth.

Retail Solutions
Help customers manage retail products, processes, and relationships, and improve service for greater profitability.

Services Solutions
Empower customers to combine project management, project accounting, and resource utilization for increased profitability and unmatched client service.

Monday, January 4, 2010

Influence Future Microsoft Dynamics Solutions and Updates

The mission of the Microsoft Dynamics Partner Research Councils (PRC) is to:

Enhance Microsoft Dynamics AX and NAV global product strategy and development decisions with structured research and feedback
Investigate new segments
Understand business drivers
Validate previous assumptions
Prioritize approach, processes, and features
Support case studies and value propositions.
How The Councils Work

Partner Interaction with Microsoft
All interaction is direct with the people setting the strategy roadmap and building the Microsoft Dynamics AX and NAV products
All research projects (written and oral) will be conducted in English

Value to Members
Directly influence the future design and capabilities of your Microsoft Dynamics solution/implementation
Gain understanding about the Microsoft Dynamics roadmap and develop your IT and business plans accordingly
Interact with a variety of peers at events and Live Meetings giving you deeper insight into best practices

We Stay in Touch
Regular newsletter sent to members on select project results
Updates on future Council activities and known projects
Who Can Participate

Participation is voluntary and open to all who are interested in providing constructive product feedback
Surveys (typically online), roundtables, phone interviews, Live Meeting, focus groups, site visits
Annually, more than 100 focus groups/roundtables and more than 25 field surveys are run, plus many Live Meetings, site visits and phone interviews
Typical roundtable runs 60-90 minutes, surveys average 5-15 minutes
Audience targeting, where possible (e.g. industry, geography, role, technical experience, application area, business process, etc.)

Invite-only Board Meetings
Special gathering of select council members
In-depth discussions on variety of product development topics
Special guest executive speakers
Future direction discussion
Limited participation capacity based on first-response
How Members Make an Impact

Collected input makes an impact
Can change functional direction of a feature area/business process
Open avenue for changing solution roadmap plans
Influence development/test scenarios
Describe necessary channel and support enhancements

Feedback is Confidential
No personal information from members is shared (except when explicitly stated we can contact you for specific topic follow-up)
Results are expressed in aggregate form
Mutual protection of privacy and confidentiality are expected of all participants
Join the Partner Research Councils Today
You can help shape up future Microsoft Dynamics solutions, too. To become member of the Microsoft Dynamics Partner Research Councils, please contact: for the Microsoft Dynamics AX PRC for the Microsoft Dynamics NAV PRC

Microsoft Windows® SharePoint® Services

Microsoft DynamicsTM AX Integration Scenarios

In an effort to help companies improve efficiencies through enhanced communication and collaboration, Microsoft recently developed 30 applications for Microsoft Windows® SharePoint® Services. These applications were tailored to address the requirements of specific business processes (the link to these applications can be found in the "Relevant Resources" section). In addition, the applications served as a starting point for partners and developers to build deeper Microsoft Windows SharePoint Services solutions. This white paper, which is presented as a follow up to the 30 applications for Microsoft Windows SharePoint Services, details three different scenarios showcasing how a company could benefit from integrating these applications with back-end Microsoft Dynamics AX data. Each scenario is further split into three distinct benefit categories: View Microsoft Dynamics AX Data via Microsoft Windows SharePoint Services, Update Microsoft Dynamics AX Data via Microsoft Windows SharePoint Services, and Collaborate in Microsoft Windows SharePoint Services then Upload Data to Microsoft Dynamics AX. An overview of each scenario is presented below. The companies described in these scenarios are purely fictional. The functionality showcased is also fictional and is intended to illustrate potential application capabilities.


Scenario 1:

RFP Management – Description


As part of its ongoing business operations, Adventure Works submits numerous RFPs to a variety of vendors and consulting firms. Managing the RFP process has been a challenge in terms of selecting the right vendors and managing vendor responses. The recent launch of a Microsoft Windows SharePoint Services site that is tightly integrated with Microsoft Dynamics AX, Adventure Works' back-end data management system, has streamlined vendor selection and improved management of RFP responses.

Business Value

Many business management solutions (where vendor information is typically stored) require extensive training for a user to comfortably find the information they need. As a result, even with access to the back-end system or business management solution, occasional users of the application must often ask the Information Technology (IT) department for assistance in extracting information. By integrating the Microsoft Windows SharePoint Services

application with an organization's business management solution, even complex supply chain related data can be viewed and updated via the Microsoft Windows SharePoint Services application. In this scenario, an Operations Manager wants to submit an RFP to vendors that have transacted business with his company in the past. Thanks to the integrated Microsoft Windows SharePoint Services site, the manager can find the information he needs without accessing the business management solution. This allows him to quickly find vendor candidates and allows his team members to collaborate on reviewing RFP responses.

View Microsoft Dynamics AX Data via Microsoft Windows SharePoint Services

Jeff Hay is the Operations Manager at Adventure Works. He has been unhappy with the vendor that currently supplies mini light bulbs used in almost all the products that Adventure Works manufactures. He has decided to review other vendors that the company has transacted business with in the past and wants to submit a request for proposal (RFP) to five of these vendors. Adventure Works has always kept a vendor scorecard in Microsoft Dynamics AX to rate vendor performance. The scorecard is represented by a field added to the vendor record as

part of Microsoft Dynamics AX customization. Although Jeff has access to Microsoft Dynamics AX, he is not a power user of the software and does not regularly access it. His primary work environment is a collaboration site based on Microsoft Windows SharePoint Services.

Jeff would benefit from accessing Microsoft Dynamics AX information through this easy-to-use collaboration site, rather than being forced to learn a complex ERP package. This would also eliminate the need to "application hop" between two different applications to accomplish one task.


for complete white paper access Microsoft partner source or customer source.