Practical experiences on implementing the (WHS) warehouse module – Consolidating shipments

We recently went live with a customer on AX (it was a 2012 R3 CU10, below I have illustrated the learnings on AX “7”). The customer who is a producer, distributor and retailer of jewelry and luxury goods decided to implement their warehouse operation in the WHS warehouse module. The daily operations were hundreds to…

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Knowledge articles in Case management

When we made the Case management feature set for the Microsoft Dymanics AX 2012 release, we reused functionality and design concepts that were already in place. Some of the concepts we reused were service level agreements from Service management, and processes, transaction log, automatic activity generation, responsibilities and encyclopedia from Sales and marketing. Encyclopedia, as it was called in AX2009 and…

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Introducing Purchase inquiries in AX 2012 R2, CU6

With the release of the cumulative update 6 (CU6) for Microsoft Dynamics AX 2012 R2 on June 26th we introduced a purchase inquiry, which is an optional extension to the approval statuses in the purchase order process. The purchase inquiry can be thought of simply as an additional document status for purchase orders, so that the status progression looks as follows: Draft >…

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Delivery due date notification workflow

A customer recently asked uswhat the Delivery due date notification workflow in the Procurement and sourcing module is used for and how it works. My colleague, Christian Olsson, created the following response which I hope can help others who asks themselves a similar question. The Delivery due date notification workflow is closely related to purchase…

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An AX environmental process map in detail

I recently reviewed the new training material for the AX2012 version of the Environmental dashboard (EMS). A little late in the process I realized that the details on the Environmental process map were a bit insufficient for this feature. I wanted to remedy this since it is really a very “presentable” part of the environmental dashboard…

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Electronic signature in Dynamics AX

Most presentations I have made during the last few years have involved one or more personas. Shannon the machine operator, Lisa the Customer Service representative, Charlie the CEO, Lars the Shop supervisor etc.etc. At a presentation a few years back I had to introduce a new persona which we didn’t have in our normal persona…

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Installing a stand-alone Dynamics AX 2012 on Windows 8

It took a little while but finally I managed to get my AX up and running on Windows 8. For those of you who want to do the same, here are a couple of pointers: SharePoint 2010 is as tricky as it was on Windows 7. This KB article will help out: http://msdn.microsoft.com/en-us/library/ee554869(office.14).aspx Note that…

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