Category Archives: Organization Administration

Enabling multi-legal entity selection on ‘All Project’ list page to view details of projects across multiple legal entities in MS DAX365 for Operations (AX7)

Hi everyone, I have been exploring new features introduced in Microsoft Dynamics 365 for Operations and getting familiar with the look and feel of new UI. Today, I came across another comprehensive and wonderful feature within project accounting and management module.

In Microsoft Dynamics 365 for Operations, a new feature is introduced where a user can select multiple legal entities, where he/she can mark more than one legal entities to get the list of projects details based on whichever legal entities are selected (was not feasible in previous standard versions of AX)

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Question 1: How is it possible?
Answer: This requires a less amount of effort to achieve this particular objective.

Question 2: How we will do it?
Answer: I will take you to the examples to understand it completely.

Let me clear the doubts on how it is possible and how we will achieve it.

Navigate to: Organization administration > Organizations > Organization hierarchies.

  • Click New to add a new hierarchy i.e. Contoso Consulting Head-office (USA)
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  • Click on Assign purpose, the form will redirect you to the Organization hierarchy purpose
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    Note: This is an out of the box form where purposes for every modules are pre-configured and they are all standard as well as non-customizable purposes.
  • Select Project management hierarchy purpose and click on Add under assigned hierarchies’ grid and assign an organization hierarchy i.e. Contoso Consulting Head-office (USA)
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  • Click Set as default to make it a default hierarchy
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  • Click on View hierarchy to not only view the hierarchy but to design it
  • Click on Edit and then on Insert to add legal entity i.e. USSI and then click on Insert again to add other legal entities to be added within this hierarchy
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  • For instance, I am currently logged into USSI legal entity, I consider to declare USSI (USA) legal entity as my Head-office and I will add other legal entities such as JPMF (Japan), DEMF (Germany), MXMF (Mexico), SAMF (Saudi Arabia), MYMF (Malaysia) and RUMF (Russia)

 

  • Once the hierarchy is designed, Save the record and click on Publish, provide effective date and publish the hierarchy.
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    Note: This selection will enable a hierarchy view of all these specified legal entities within the legal entity drop dialogue on the ‘All project’ list page i.e. legal entities such as JPMF, DEFM, MXMF, SAMF, MYMF and RUMF meaning that the details of projects from of all these legal entities can be viewed at the same time without the hassle of changing legal entities again and again.
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MS Dynamics AX 2012 : Date is not calculating on the Production form (ProdForm) when scheduling the job on the production order.

As I continue on my production training and the support that I have been involved in, on one of my client where we are using Production module as a core module, I  managed to dig into the details little further…

Today, I came across another issue where my user was trying to schedule a job on the production order “backward from the delivery date” but it continued to reflect a dummy date “01-30-2017” though I was rescheduling it for 02-04-2016. Though, the “Update” fast tab was reflecting the correct values (the date on which I was scheduling/rescheduling the job).

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It was a strange behavior for me, it was something I was witnessing first time. Nevertheless, after I spend some time on analysis, I found that item was associated with the Route that had a Resource attached to it and it was associated with a working calendar “10H5D“, when I checked the composed working periods, I found that all the periods were closed for pickups expect for one day 1/30/2017.

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Ultimately, system was checking the first available open day for pick up to “schedule the job” and the open day in my calendar was 1/30/2017.

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Furthermore, I found that when the working times were composed, they were composed by ticking the “base calendar option” and the base calendar was having all the days as “closed for pickup“.

Good thing was, client didn’t use that calendar for any transactions.

However, the best approach was to delete those working times which exists in WorkCalendarDate table and recreate them. In order to do so,

  • I Opened AOT
  • Expanded the Tables
  • Went to WorkCalendarDate table

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  • Selected the Calendar i.e. in my case it was 10H5D, and applied the date range in the date to filter out my dates, i.e. in my case the wrong templates were created from 01/01/2016..01/31/2017 (though one open date was available in 2017 January but the rest of the period was wrong).
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Filtered the records and deleted them and then went back to Organization Administration>Calendar and Composed working time.
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I then tested scheduling again by resetting the production order status to Estimate, then scheduled the production job “backward from the delivery date” for 02/04/2016 (my current date was 02/02/2016).

This time around I got the desired results:

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Anyone faced the same issue,  should try the same steps to avoid this problem.
Happy Daxing

Error: File overwrite is not allowed, document attachment error on expense report in EP (Enterprise portal) AX 2012 CU6.

It has been a long time since I wrote anything to share some support experiences. So, Today I came across an issue which is indeed a common but a tricky one.

At one of my clients, we make a use of Enterprise Portal where user claims their expense via EP, users make attachments of different file types with expense reports as a part of their normal process.

However, when attaching a file type (in my case) “PDF” I was receiving an error “File overwrite is not allowed”. Though, there are new duplication or overriding I was attempting.

Strangely, the problem persist due to number sequence of the document handling that sometimes conflicts with the file type when setup “Continuous”, so above mentioned steps are the fastest way to get rid of such hassles.

Nevertheless, I figured it out with one workaround that I would like to suggest so that others also take the benefit.

  1. Go to Organization administration > Common > Number sequence.
  2. Select “Document Management” in the area path on the number sequence list page.
  3. Clear “Status list” > CLT+A and hit F9 to delete the list.
  4. Untick continuous check box.
  5. Clear usage data.
  6. Clear EP cache (System Admin can perform this through EP Home page, all caches needs to be deleted i.e. AOD, Data and dictionary).
  7. Restart IIS and SharePoint Central Administration services.

Once all the above mentioned steps are performed , given another try to attach the file and see how it works.

I will continue to explore the reasoning and the details and keep you all updated..

Happy DAxing ….!! 🙂