Microsoft Dynamics AX Advanced Favorites

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.

Dynamics AX Advanced Favorites

In this example, we’ll create a filter to show us all unconfirmed sales orders, created in the last 100 days.

Dynamics AX Advanced Favorites

Once you put in the filter criteria, click on the modify and “Save As” and save your query.

Dynamics AX Advanced Favorites

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..”

Dynamics AX Advanced Favorites

Give your favorite a name “Sales Orders Unconfirmed last 100 Days” and select the query you want to save with the favorite.

Dynamics AX Advanced Favorites

Now, when you click on the favorite, it will open already filtered based on your query.

Dynamics AX Advanced Favorites

This post was written by Jason Federspiel, AX Functional Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

4 Ways Cloud Benefits Life Sciences Businesses

What can your Life Sciences Company Accomplish in the Cloud?

In our new guide we’ll share the 4 reasons why life sciences and the cloud belong together!

In a life science business, there is no lack of data related to product development, clinical trials, production (in-house and contract manufacturing), quality assurance, costing, the supply chain and other areas of the operation. How do you make sense of it without investing in compliance, data processing and analytical technologies?

In the cloud, life science companies can take advantage of the most powerful analytical tools available today. The cloud also supports your growth with cost controls or profit erosion. As leading life science companies are undergoing transformation into digital business and other are preparing for transformation initiatives to become compliant, more relevant and more competitive, the cloud is the single most important enabling element.

Get your copy of A Guide to Transformation in the Cloud, here

To learn more about how Tridea can help you get the most out of your Microsoft solution in the cloud, contact us at info@trideapartners.com

“What-If” Costing using Dynamics AX 2012 R3

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:

  1. 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
  2. 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
  3. 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.

 

We are Excited to Announce Tridea Partners is Attending Craft Brewers Conference | Will We See You There?

Join Tridea Partners at the Craft Brewers Conference April 10th -13th in Washington, DC! https://www.craftbrewersconference.com/

The Craft Brewers Conference (CBC) is the only industry event that serves both brewpubs and packaging breweries. The Craft Brewers Conference and BrewExpo America® is presented by the Brewers Association, a recognized leader in the national and international brewing arena.

The Craft Brewers Conference

Stop by Booth #3202 and see how other Brewers utilize the Microsoft Dynamics solutions in partnership with Tridea Partners to grow their businesses!

Not Registered? Follow the link below! https://www.eiseverywhere.com/ereg/index.php?eventid=191418&

Craft Brewers are Better at the Speed of the Cloud

Unleash growth and productivity by moving your craft beer operations to the cloud!

Moving to the cloud is big news. There is much discussion and confusion about what it means for craft beer businesses and what businesses need to do to take advantage of it.

In our new guide we’ll share the top 4 ways the cloud can benefit your craft beer business and why you should consider it.

Craft breweries run a challenging business. From sourcing quality yeast, malt and hops, to developing new and exciting recipes, to distribution and hospitality – they have to maintain uncompromised quality, control costs and run productive operations. Modern cloud technology makes it possible for craft beer companies to gain the intelligence, visibility, and control that enable them to produce top-quality beer.

As a leader in cloud technology and digital transformation, we’re here to help you get started in your cloud transformation process.

Get your copy of A Guide to Transformation in the Cloud, here.

To learn more about how Tridea can help you get the most out of your Microsoft solution in the cloud, contact us at info@trideapartners.com.