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).


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.


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.


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


  • 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).

Filtered the records and deleted them and then went back to Organization Administration>Calendar and Composed working time.


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:


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 ….!! 🙂

“Memory” full error while Synchronizing AOT and Compiling single table _ Dynamics AX 2012

MS Dynamics AX 2012 R3 CU10, has been implemented internally in our organization. Today, one of our Finance manager called me up to share an issue that he was receiving while running Trial balance.

The error was referring to the project objects “ProjTransTable and the Form.

Hence, I did a complete AOT Synchronization. System completed the synchronization with one error stating that “MSDynamicsAX_model TmpDB” memory is full linking it back to the ProjTrans Table.

I decided to compile ProjTrans table individually and system stopped with the same warning stating that “MSDynamicsAX_model TmpDB” memory is full.

I opened the SQL and took the properties of MSDynamicsAX_model database to check the actual path of the file. In my case the file location was:

“C:\Program Files\Microsoft SQL Server\MSSQL12.MSSQLSERVER\MSSQL\DATA”

I realized that our infrastructure team assigned less space to drive “C” and mistakenly assigned the free space to a different drive and because of having 0 space AX was throwing error. So, I enhanced space of C drive and eventually the error walked away after this activity.

  • We were able to successfully synchronize AOT
  • We were able to successfully compile ProjTrans table
  • we were able to successfully run trail balance and relevant reports

Finally, for us ……mystery was resolved 😉

Error message “Unable to save the customer” at the time of selecting the customer on POS

There is a common error message that a user may face at the time of selecting a customer when he/she search for a customer and select it on the Retail POS (AX 2012 R3)  the error is prompted as “Unable to save the customer

Reason: A common mistake user do is that they forget to tag the address book or a wrong address book is tagged.

Solution: Go to Account receivable > All customers > Search for your customer > under General tab > Other information > look for the address book that is tagged.

Once the address book is defined, go back to your POS > Search Customer > search customer by account name or number and then click select, the customer will surely be selected.

De-receipting of Purchase orders created through Project Module _ AX 2012

MS Dynamics AX offers the de-receipting and return order functionality in AX 2012 as well with some enhanced interface. However, as carried from the previous version we need to keep two things in mind;

  • When the order is “Received” the products needs to be de-receipted.

When the order is “Invoiced” we need to create the return order to reverse the entries before we cancel the purchase order.

DE receipting

  • Create a Purchase requisition from a project
  • Approve the purchase requisition workflow.
  • Go to Procurement and Sourcing Module and go to Released approved purchase requisitions.
  • Confirm the purchase requisition by creating a purchase order from it.
  • Go back to Project management and accounting module and select your project for which the purchase order has been created.
  • Select the Project and go to Manage
  • Click on Item task in the related information section and click on Purchase order.
  • Go to Purchase tab and click on Confirm in order to confirm the PO.
  • Go to Receive Tab and click on “Product Receipt”.
  • Post the Receipt of the product..
  • Check the committed cost against the project.
  • Now go back to the purchase order.
  • Click on “Receive” tab.
  • Go to Receipt journal.
  • Select the line in the journal and click “Correct”.
  • In the QTY column, enter the QTY enter 0 or whatever the QTY that needs to be reversed.
    (e.g. if we have 50 QTY and only 25 QTY needs to be reversed (de-receipted) then enter 25 in the QTY column and the Reversed QTY column will be updated automatically with the remaining 25 QTY.
  • Posting the correction (de-receipting) QTY will change the PO status back to “Open”.
  • Now go to purchase order tab and click “cancel”.
  • Check the status after cancelling, workflow status will be “Draft” and Purchase order status will become “Cancelled”.
  • No go back to the project and check the committed cost, it should have been reverted that was generated due to this PO.

Project Expense Journal _ Workflow, User CAL level issue.

Hi all,

There is a common but very weird issue that most of AX users gets puzzled with and that is the workflow type for standard project expense journals.

Question is “What is the workflow type that Project Expense are or can be associated with”?  is it “LedgerDailyTemplate“, is it configured through “Project module” or through “General Ledger“?

Answer is:  we DO NOT have any standard workflow type for Project expenses journal to be used, instead we need customization to cover up the requirements to create one workflow type “ProjExpWFTemplate” to be triggered for Project Expense journal and these can be configured through Project Module.

We recently had an issue which I would like to share, that will clear more about what I am hinting at;

One of my client bought users licenses,  he had enterprise, functional, task and server level users.

By default the Project Manager role comes under “Functional user” but my client ended up customizing the workflow wrongly.

What he did, is that he re-directed the “Daily” workflow that uses the workflow type “LedgerDailyTemplate“. These type of workflow are configured through GL module and for these type of journal workflow approval you have to have enterprise license.

Therefore, after spending time and researching it, we came to know that we have two type of menu items that are being called up when the workflow is triggered;

LedgerJournalTable3 and LedgerjournalTable7 both have the same object LedgerJournalTable” that mostly causes the confusion, but if you take the properties of these menu item then “Label” and “Viewuserlicense” gives you the clear picture that which menu item belongs to which type and what needs to be configured against what type of workflow types.

C.f. the screenshot below for more understanding;

P1 P2

So, the correct menu item to be utilized under the customized workflow is going to be “LedgerjournalTable7″ and a customized workflow needs to be created for project expense journal workflow approval.
These type of workflows are configured through Project module, and workflow type for these journal name can also be selected once they are customized.

p3 p4

However, in order to approve the workflow, there are some customized menu items;
for which you need to create one customized privilege and then associate that privilege with one customized duty and then drop that duty under a customized role, later you assign that role to your Project Manager who can then approve the project expense workflow.

By doing so, the user will fall under functional user, you can validate it by running the batch job for user license information.
System administration –> Reports –> Licensing –> Named user license count. 

How to Adjust posted transaction of Project in AX 2012.

In Dynamics AX 2012, we have a significant feature called “Adjust transactions”. Through this feature one can adjust the posted/invoiced Expense, Hours etc. In order to do so, let just take an example of adjusting an Hour transaction for a project.
For example, I have a project _ 0004 which I need to adjust the posted hour transaction for.

 Select the Project 0004 –>  Click on the Posted transaction.


  Verify the Vouchers:


 Click on Adjust transaction.


 Select the Type of transaction that needs to be adjusted, Project ID, Project type (In our case it is fixed price), the posted/invoiced period (to – from date range), Transaction Status, Line property and last but not least, the Ledger date _ it is the date that will be appeared as an adjustment date.


 Select the Hour line (in my example I used Hour type which you want to adjust  click Adjust.


 Change the Project ID, WBS (work break down structure) activity and the cost price to book the time sheet to a different project. ( In my case I have change the project from 0004 to 0005).


 Click “Check” to verify if everything is fine, a reference number will be populated.


 Once the transaction is checked, click on Post to post the adjusted transaction, As soon as you post the transaction, you will get an info log _ updating the confirmation of the adjustment made.


 Now, we will go and check the Project 005 for which we have posted a transaction (took the hour transactions from Project 004 and shifted to Project 005 in order to adjust it). We can see the line.


 One can see the adjusted hour transaction line under posted transactions;


 In order to verify its impact on finance side, let’s just verify the vouchers as well.


  Click on View transactions –> on the Transaction form –> click General tab.


 System is showing the adjustment reference number which appeared in the info log. Moreover, the updated cost price and activity number got updated as well.

Please note: In adjustment, the system do not bring the old transaction lines, instead, it just replace it with the new adjusted lines, though the reference remains available.

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