Below jobs enables to get list of fields, base data type and label for any particular table.
Output:
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Get all fields name, type and label of any AOT table or view
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How to add Printer lookup in AX 2012
1. Create a class or add below method to use it globally:
Class printers
{
}
//This method loads all available printers to a Map object
static Map printerMap()
{
Microsoft.Dynamics.AX.Framework.Reporting.Shared.PrinterHelper printerHelper;
Microsoft.Dynamics.AX.Framework.Reporting.Shared.PrinterInfo printerInfo;
System.Collections.ArrayList names;
System.Collections.IEnumerator enumerator;
Map printerMap;
str name;
int printerStatus;
str driverName;
str portName;
str comments;
int jobCountSinceLastReset;
if(!printerMap)
{
printerMap = new Map(Types::String, Types::Container);
// BP Deviation documented
printerHelper = newMicrosoft.Dynamics.AX.Framework.Reporting.Shared.PrinterHelper();
names = printerHelper.get_PrinterNames();
if (names != null)
{
enumerator = names.GetEnumerator();
while (enumerator.MoveNext())
{
name = enumerator.get_Current();
printerInfo = printerHelper.GetPrinterInfo(name);
// BP Deviation documented
printerStatus = CLRInterop::getAnyTypeForObject(printerInfo.get_PrinterStatus());
// BP Deviation documented
driverName = CLRInterop::getAnyTypeForObject(printerInfo.get_DriverName());
// BP Deviation documented
portName = CLRInterop::getAnyTypeForObject(printerInfo.get_PortName());
// BP Deviation documented
comments = CLRInterop::getAnyTypeForObject(printerInfo.get_Comment());
// BP Deviation documented
jobCountSinceLastReset = CLRInterop::getAnyTypeForObject(printerInfo.get_JobCountSinceLastReset());
printerMap.insert(name, [name, printerStatus, driverName, portName, comments, jobCountSinceLastReset]);
}
}
}
return printerMap;
}
2. Build lookup Method
public staticvoidprinterLookup(FormControl _formControl)
{
SysTableLookup sysTableLookup;
TmpTableFieldLookup tmpTableFieldLookup;
Enumerator en;
List entitylist = newlist(types::String);
Map printerMap;
MapEnumerator enumerator;
PrinterName printerName;
printerMap = printerMap();//If above method was created in Global class else call specificclass
enumerator = printerMap.getEnumerator();
while (enumerator.moveNext())
{
printerName = enumerator.currentValue();
entitylist.addend(printerName);
}
en = entityList.getEnumerator();
while (en.moveNext())
{
tmpTableFieldLookup.TableName = en.current();
tmpTableFieldLookup.insert();
}
sysTableLookup = SysTableLookup::newParameters(tableNum(tmpTableFieldLookup), _formControl);
sysTableLookup.addLookupfield(fieldNum(TmpTableFieldLookup, TableName));
sysTableLookup.setLabel("@SYS62708");
//BP Deviation documented
sysTableLookup.parmTmpBuffer(tmpTableFieldLookup);
sysTableLookup.performFormLookup();
}
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SSRS send report as attachment in email using Batch
Hi Folks,
As the standard AX 2012 feature we can schedule any report to send it as attachment on periodic basis. Though standard SysMailerNet class fails if you do not provide any email id in cc. To fix this issue; change the quickSend method of SysMailerNet class as mentioned below:
publicvoidquickSend(str fromAddr, str toAddr, strsubject, str body, str cc='', str attachments='')
{
SysMailerNetAddressField tos;
SysMailerNetAddressField ccs;
SysMailerNetAttachments mailAttachments;
SysEmailParameters parameters;
List emailAddresses;
ListEnumerator enum;
;
this.fromAddress(fromAddr);
tos = this.tos();
emailAddresses = SysEmailDistributor::splitEmail(toAddr);
enum = emailAddresses.getEnumerator();
while(enum.moveNext())
{
tos.add(enum.current());
}
this.subject(subject);
this.htmlBody(body);
//USR-Start
ccs = this.ccs();
emailAddresses = SysEmailDistributor::splitEmail(cc);
enum = emailAddresses.getEnumerator();
while(enum.moveNext())
{
ccs.add(enum.current());
}
/*if (!prmisDefault(cc))
{
ccs = this.ccs();
ccs.add(cc);
}*/
//USR-End
if (!prmisDefault(attachments))
{
mailAttachments = this.attachments();
mailAttachments.add(attachments);
}
this.priority(System.Net.Mail.MailPriority::Normal);
parameters = SysEmailParameters::find();
if (parameters.smtpRelayServerName)
{
this.smtpRelayServer(parameters.smtpRelayServerName,parameters.smtpPortNumber,parameters.smtpUserName,SysEmailParameters::password(),parameters.ntlm);
}
this.sendMail();
}
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Microsoft Dynamics CRM Online 2015 Update 1 (7.1.0) Product Documentation is Available!
***[Referencing to Microsoft Dynamics CRM Team Blog]
Check out the new documentation for Microsoft Dynamics CRM Online 2015 Update 1 (7.1.0).
What’s new in this update
Everything you need...(read more)![]()
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The new form rendering engine
***[Referencing to Microsoft Dynamics CRM Team Blog]
In Microsoft Dynamics CRM Online 2015 Update 1 (v7.1), a new form renderer was built to provide better performance. Forms will load...(read more)![]()
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Build für mehrere Konfigurationen ausführen
Es gibt diverse Szenarien wo es nützlich sein kann, mit einem MSBuild Aufruf mehrere Konfigurationen eines Projektes zu builden. So z.B. wenn ein NuGet-Package erstellt werden soll welches DLLs für mehrere...(read more)![]()
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Downloading or Emailing Microsoft Dynamics CRM reports as PDF, word or excel document in just 1 click
Microsoft Dynamics CRM reporting functionality seems to be most used by the business owners and executives as it provides great real-time insight in to the current state of business. However one common complain that I have heard from end-users is the not so easy process of generating a pdf document of the report. The reason is the total number of steps involved in executing a CRM report, exporting as pdf and then saving it locally is quite high (for example: it took more than 13 clicks for exporting a quote to PDF from CRM report and then emailing it... for more details refer my blog: Creating a quote PDF document in Microsoft Dynamics CRM). Further if this report needs to be emailed then additional steps to create an email in CRM and then uploading this report as an attachment. This is clearly a waste of time for the users and makes them less productive then they could be.
So to speed up this process, we decided to automate all the steps. First, let me provide some context: for purposes of this discussion I'll be referring to the IOTAP 1-Cick PDF solution (free) which is a productivity enhancement for generating pdf, word or excel documents from report on the fly on click of button.
There is a configuration entity where we store details like the entity, report, action (Download, Attach to email, Attach to notes), File format (PDF, Word, Excel). Now all these parameters are tied to an action ID which is linked to a button. Thus on click of button, all the above steps run in an automated fashion. Below screen shows the configuration entity:
This custom button (which is a web resource) can be placed by CRM admin anywhere on the CRM form as shown in screenshot below:
Here three custom buttons have been added to the Quote form.
- Download Quote – Downloads the PDF copy of quote report locally (You could configure it to get a word or excel too if needed)
- Email Quote – Generates the pdf of quote report on the fly and creates an email activity with this report added as an attachment
- Attach to Notes – Generates the pdf of quote report on the fly and attaches this to the notes section.
Another approach is to click the 1-Click PDF button from the ribbon of the form or grid and then select the report to run.
Below screenshot shows running the Account Overview report by clicking 1-Click PDF button from the form ribbon.
Below screenshot shows running the Account Overview report by clicking 1-Click PDF button from the account grid ribbon (multiple records selected):
Below screenshot shows running the contact profile report by clicking the custom button that has been added to Contact form:
The above 3 reports (Account Overview, Contact profile, Quote) discussed in this blog are provided as free report samples to get you started fast. The standard report templates available out-of-box in CRM are limited in terms of functionality. If you need to make even a minor change, you need to re-design the entire report using FetchXML (if you intend to use CRM online). The report templates that we provide work seamlessly in CRM Online as well as On-Premise.
The solution is available as a free as well as paid version. For more details or to download the solution click here.
CRM Dynamics is great platform to build CRM solutions for small business to enterprise organization. However to enhance the platform, add-ons from different partners provide a great way to improve the user experience and improve productivity. Check out the various add-ons that you can purchase from our online store:
- Record Clone or Record Copy – Clone any record and related records in CRM with single click
- Advanced Auto Number
- Report Scheduler for CRM Online and On-Premise
- Email to Case Automation : Service Automation by automatic creation and linking of Case
- 1-Click PDF (free) : Convert CRM reports to pdf, word or excel document in just 1 click
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The ERP Market Is Saturated – All The More Reason To Choose Wisely
There are many enterprise resource planning (ERP) solutions in the marketplace today, each touting the ability to improve productivity, control, and insight into business operations. With so many choices, it may seem easy to choose one for your business; however, not all ERP solutions are created equal. Here are tips to consider when choosing the right ERP solution for your business.
- Gather a team and identify your needs: Take the time to talk to key leaders, managers, and a cross-section of your employees to identify what software systems you have in place and why. Identify the information that you need to capture, the reason it’s needed, and what your intentions are for using it. Outlining current business processes and planned activities, in addition to data needs, are essential for choosing an ERP solution that can match those needs.
- Choose an ERP partner: ERP is not a software program that you buy off the shelf. There are partners that can guide you to choose the right solution, deploy ERP on-premise or in the cloud, perform training, then offer follow-up support as needed. Make sure your ERP vendor has experience within your industry and has deployed ERP for similar businesses. They should offer ERP options so you can choose an ERP solution that matches your needs. You shouldn’t have to change business operations to fit ERP. ERP should work the way your business works, not the other way around.
- Get to know ERP functionality: Many ERP solutions offer powerful out-of-the-box features and several platforms offer industry-specific functionality. You can manage all of your core business operations from an integrated ERP solution. In addition, several ERP platforms, including Microsoft Dynamics® GP, offer customizations to address unique business needs or can seamlessly integrate with add-on modules that offer additional time-saving enhancements.
Once you choose an ERP solution that meets your business needs, test it out using your own data. Perform training so that your people are comfortable using the new system, then go live. The right ERP solution can streamline operations, improve productivity, and boost profitability. Contact Sherwood Systems for guidance as you start the journey toward finding the ERP solution that can support your business and continued growth.
By Sherwood Systems, Microsoft ERP and CRM Partner out of Arizona
About Sherwood Systems
Sherwood Systems is a Gold Certified Microsoft Dynamics Partner out of Phoenix, Arizona. Sherwood Systems is dedicated to providing Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software solutions to small to midsize Nonprofit customers in Arizona, New Mexico and Nevada and in the Business Aviation (FBO) industry in North America. For more information please visit: http://www.sherwood.com/
The post The ERP Market Is Saturated – All The More Reason To Choose Wisely appeared first on goERPcloud.
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Getting SQL scripts from the wizards in the SQL Server Management Studio
Ok, this is not exactly AX but it IS in the category of related to. The thing is that you sometimes needs to take a backup of a database or other stuff on the SQL server and sometimes you need to either...(read more)![]()
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3 Simple Ways Document Output Management Can Optimise the Value of Your Microsoft Dynamics AX Investment
A significant portion of time spent on ERP implementation projects is devoted to forms development. While forms design and customisation is a critical part of any ERP project, the complexity of the set...(read more)![]()
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Column displays unretrieved as its value
I think most of you experienced getting unretrieved as the value on a column. Here are some of the possible reasons for this and how to correct them: a) you have null values on those rows in the database;...(read more)![]()
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Dynamics CRM 2013 – Problem with Dynamic Record URLs in Workflow Processes
I recently encountered an issue with the use of dynamic record URLs in workflow processes in Microsoft Dynamics CRM 2013. These URLs are commonly used when sending e-mail messages through workflow processes, so users can simply click on a hyperlink which will take them to a specific record in CRM.
The screenshot above shows what the body of an e-mail looks like in the workflow process designer. The resulting URL in the e-mail activity is as follows:
When the workflow runs, we expect to be able to click on the link to take us to the Account record. Instead, CRM displays an error stating that the record is unavailable.
This happens because the URL does not include the organisation name, which is required in a deployment consisting of multiple CRM organisations. Because there is no organisation name, CRM tries to look for the Account record in the default organisation and cannot find it. You shouldn't have this problem if your deployment consists of only one organisation.
This is a known issue which has been resolved in Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1.
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Microsoft Dynamics SL 2015 CU1 & SL 2015 CU1 Web Apps- AVAILABLE NOW!
Microsoft Dynamics SL 2015 CU1 & SL 2015 CU1 Web Apps- AVAILABLE NOW!
The Microsoft Dynamics SL team is pleased to announce the availability of Microsoft Dynamics SL 2015 CU1 & SL 2015 CU1 Web Apps!
Please note that CU1 (cumulative update 1) is the new name for a Service Pack. So if you have been waiting to upgrade until the first update,
that time has arrived.
Microsoft Dynamics SL 2015 CU1 Web Apps
New Web Apps include:
New time and expense entry with a grid interface!
Employee and Resource maintenance and rate maintenance
Project maintenance with budgeting
Resource planning by project
Resource planning by employee
Employee utilization module
Inventory lookup
Item request entry and approval
Payroll and Advanced Payroll entry
Reporting
Access rights
Two files are available to download on CustomerSource:
New Microsoft Dynamics SL 2015 CU1 Web Apps
IMPORTANT NOTE: Microsoft Dynamics SL 2015 CU1 Web Apps are compatible
with a plain SL 2015 database or a SL 2015 CU1 database
Microsoft Dynamics SL 2015 rich client hot fixes
Visit the CustomerSource site today to view the
Updated Web Apps brochure
Need a demo of the new Microsoft Dynamics SL 2015 CU1 Web Apps?
Contact your partner to see it or arrange a demo today!
SL 2015 CU1 Web Apps Webinar
Microsoft Dynamics SL 2015 CU1 recording
View this session to see the new Web App features available in Microsoft Dynamics SL 2015 CU1.
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Corrupt POs And Receipts In Both Work and Open | azurecurve
Ian Grieve explores Corrupt POs And Receipts In Both Work and Open
The post Corrupt POs And Receipts In Both Work and Open | azurecurve appeared first on DynamicAccounting.net.
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Historical Sales Inventory value by customer
The below query will give you the sold inventory values with including quantity, sold value, sold price and profit by customer.
SELECT Vendor
,ITEMNMBR
,QTY
,[Sold Value]
,[Sold Price]
,[Sold Price] – [Sold Value] AS Profit
FROM (
SELECT CUSTNMBR AS Vendor
,ITEMNMBR
,(
SELECT SUM(- TRXQTY)
FROM IV30300
WHERE ITEMNMBR = A.ITEMNMBR
AND DOCTYPE = 6
AND CUSTNMBR = A.CUSTNMBR
) AS QTY
,(
SELECT SUM(EXTDCOST)
FROM IV30300
WHERE ITEMNMBR = A.ITEMNMBR
AND DOCTYPE = 6
AND CUSTNMBR = A.CUSTNMBR
) AS [Sold Value]
,(
(
SELECT SUM(- AA.TRXQTY * BB.UNITPRCE)
FROM IV30300 AA
INNER JOIN SOP30300 BB ON BB.SOPTYPE = 3
AND AA.DOCNUMBR = BB.SOPNUMBE
AND AA.LNSEQNBR = BB.LNITMSEQ
WHERE AA.ITEMNMBR = A.ITEMNMBR
AND AA.DOCTYPE = 6
AND CUSTNMBR = A.CUSTNMBR
GROUP BY AA.ITEMNMBR
)
) AS [Sold Price]
FROM IV30300 A
WHERE A.CUSTNMBR <> ”
AND DOCTYPE = 6
GROUP BY A.CUSTNMBR
,A.ITEMNMBR
) SalesByCustomer
Hope this helps!!!
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Received and Sold Inventory value by vendor
The below query will give you the received and sold inventory values with including quantity received & sold, quantity received value & sold value based on the vendors.
SELECT Vendor
,ITEMNMBR
,[Received QTY]
,[Sold QTY]
,([Received QTY] – [Sold QTY]) [Remaining QTY]
,[Purchase Value]
,[Sold Value]
,([Purchase Value] – [Sold Value]) [Remaining Inventory Value]
FROM (
SELECT VENDORID AS Vendor
,ITEMNMBR
,(
SELECT SUM(QTYRECVD)
FROM IV10200
WHERE ITEMNMBR = A.ITEMNMBR
AND PCHSRCTY = 5
AND VENDORID = A.VENDORID
) AS [Received QTY]
,(
SELECT SUM(QTYSOLD)
FROM IV10200
WHERE ITEMNMBR = A.ITEMNMBR
AND PCHSRCTY = 5
AND VENDORID = A.VENDORID
) AS [Sold QTY]
,(
SELECT SUM(QTYRECVD * UNITCOST)
FROM IV10200
WHERE ITEMNMBR = A.ITEMNMBR
AND PCHSRCTY = 5
AND VENDORID = A.VENDORID
) AS [Purchase Value]
,(
SELECT SUM(QTYSOLD * UNITCOST)
FROM IV10200
WHERE ITEMNMBR = A.ITEMNMBR
AND PCHSRCTY = 5
AND VENDORID = A.VENDORID
) AS [Sold Value]
FROM IV10200 A
WHERE A.VENDORID <> ”
AND PCHSRCTY = 5
GROUP BY A.VENDORID
,A.ITEMNMBR
) PurchaseByVendor
Hope this helps!!!
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Frustrated By Foggy Forecasting? Inventory Management Suite Can Brighten Your Day
Manufacturers and distributors have to be able to access accurate data in order to respond quickly to changing economic conditions and customer demands. Spreadsheets and other specialty software can be confusing and overly complicated, which can conceal or skew the very data that you need to make strategic purchasing decisions. If you can’t seem to find reliable data to make better forecasts, then replace inadequate methods with the Inventory Management Suite.
Many businesses utilize specialty software programs or other disparate systems for customer orders and inventory management. Physical inventory counts often become an important part of making sure that the inventory count is accurate on the spreadsheet before promising a customer a delivery date. Delays in data-sharing and redundantly entering data from one system into another can lead to inaccurate data and additional delays in making decisions, which can have an impact on cash flow, inventory counts, and customer satisfaction.
Gain greater control over inventory with the Demand Manager, a forecasting and demand planning solution that integrates with your enterprise resource planning (ERP) solution. You can get a closer look at safety stock and save money from blindly overstocking the warehouse while also reducing stock-outs. Unique SKUs can be used when developing forecast scenarios and you can create safety stocking strategies for specific products or product lines. You can employ a number of forecasting scenarios that include business item-centric, customer-centric, or other blended models that offer additional options when strategizing procurement. You can take seasonality or other influences into account and develop more accurate and realistic forecasting scenarios. This flexibility and rich insight offers greater control over inventory, safety stock, and fill rates, which improves customer satisfaction as well as profit margins.
If you are frustrated with inefficient systems or entry-level solutions that aren’t meeting your needs, then it’s time for a change. Be proactive instead of reactive with inventory management and replace inadequate systems with stronger technology. Contact RockySoft to discuss your inventory needs and the powerful inventory management solutions that can provide greater control and insight with inventory and forecasting.
By Jeffrey Porter with RockySoft, Microsoft Dynamics software provider for Demand Planning
The post Frustrated By Foggy Forecasting? Inventory Management Suite Can Brighten Your Day appeared first on .
Related posts:
- Save The Fanfare For Important Inventory Decisions Manufacturers and distributors may have hundreds to thousands of inventory...
- Service And Aftermarket Parts Requires Different Strategies, Not Technology Many manufacturers provide a line of innovative products in addition...
- Spreadsheets Could Be Your Achilles Heel How much do you rely on spreadsheets for critical business...
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Convergence 2016 – Microsoft Dynamics GP Community
On Friday, Microsoft made a Convergence 2016 announcement. You can read the whole thing at the link. Essentially, there will be GP technical content at Convergence 2016. We’ll have to wait and see at what level this materializes, but this is definitely a change from the messaging that I heard from a number of Microsoft people at Convergence.
I guess we’ll have to wait and see what it looks like as we get closer.
MSDW also has an early reaction.
The post Convergence 2016 – Microsoft Dynamics GP Community appeared first on DynamicAccounting.net.
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Amaze your Customers! Announcing General Availability of the Spring 2015 Release of Microsoft Dynamics CRM Online and Microsoft Dynamics Marketing
Can the Microsoft Dynamics CRM journey get any more exciting? Yes, it can! Our recent Convergence conference gave me the opportunity to do what I like most -- talk with customers about how they are using...(read more)![]()
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The Now and Next Roadshow – it’s all about momentum. – Microsoft Dynamics GP Community
I’m reluctant to highlight Pam’s post on the The Now and Next Roadshow – it’s all about momentum. because it includes quotes from Huber Cooney. He and I have long (sordid?) history. For those of you who remember Dwight Specht’s very honest GP blog, Huber is the dark and evil member of the Dwight and Huber duo and Dwight isn’t exactly all sunshine and light.
Still, there are some great numbers in this post so I guess it’s going up.
The post The Now and Next Roadshow – it’s all about momentum. – Microsoft Dynamics GP Community appeared first on DynamicAccounting.net.
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