One of most widely used features in Microsoft Dynamics AX, is the ability to perform powerful searches on any of the AX grid pages. What many don’t realize is you can save these searches or filters as part of your favorites. This functionality is also available in Dynamics 365 for Operations as part of the workspaces. This article will show you how to add these filters as favorites in Dynamics AX 2009 or Dynamics AX 2012.
First, configure an advanced filter, in one of the grid screens. In this example, all sales order grid was used.
In this example, we’ll create a filter to show us all unconfirmed sales orders, created in the last 100 days.
Once you put in the filter criteria, click on the modify and “Save As” and save your query.
Now you can use this query as the default for a menu item you add to your favorites. To do this, right click on the “All Sales Orders” menu option on the left hand navigation, and click “Add to favorites..”
Give your favorite a name “Sales Orders Unconfirmed last 100 Days” and select the query you want to save with the favorite.
Now, when you click on the favorite, it will open already filtered based on your query.
This post was written by Jason Federspiel, AX Functional Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.
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Microsoft Dynamics AX offers a nice set of tools for quickly performing a “what if” analysis on the impact of price changes (labor costs, material costs, or both) on the standard cost of manufactured items with multi-level bills of materials.
A high-level summary of the process is as follows:
- Setup a Cost Version of type = Planning that has a Fallback Principle = Active costs
- This allows us to define “what-if” costs where applicable, while referring back to the current standards wherever a “what-if” cost is not entered.
- This allows us to run the what-if analysis while only having to key into the system the incremental changes
- Make the proposed changes to the labor rates and/or raw material costs at any level in the product structure/BOM, assigning the changes to the new “What-If” costing version.
- Update the price in the Cost Category form to perform what-if analysis based on labor rate changes
- Update the cost price of an item on any level of the BOM/Formula to perform what-if analysis based on material purchase price changes
- Run a Cost Calculation for the “What-If” costing version on the top-level FG item.
This article was written by Matthew Boese, Partner at Tridea Partners, a Gold Certified Microsoft Dynamics Partner.
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