Microsoft Dynamics AX: Tips to Viewing Inventory

Implementing any ERP system involves getting used to new procedures and learning to navigate throughout the system in the most efficient manner to save you time. Here are some helpful tips and tricks. We share these tips with our clients to allow them to hit the ground running and become quickly accustomed with the Microsoft Dynamics AX Inventory Module!

1. Add in your Inventory dimensions. You can usually find a “Dimensions Display” button is most inventory related areas.Microsoft Dynamics AX Inventory module

Select the dimensions that apply to your AX setup and click save setup checkbox.

Microsoft Dynamics AX Inventory module

Now you will be able to see the specific details for your inventory.

Microsoft Dynamics AX Inventory module

2.  I’d also recommend hiding fields you don’t need. You can right click on a field and hit “hide”. Very quick and makes your screen less cluttered.

Microsoft Dynamics AX Inventory module

Now your screen only contains fields that are relevant to the transaction you are performing.

Microsoft Dynamics AX Inventory module

3. You may catch yourself performing inventory transactions that require you to know what’s on-hand right now for a current item. Rather than hop back and forth from the on-hand inquiries screen, you can easily see this information in the transaction. Below I’ve used a movement journal as an example.

I want to move some quantity of an item out of warehouse 24, but I don’t know the total quantity in warehouse 24 off the top of my head. Click the warehouse dropdown and select the on-hand tab to view the available physical quantity.

Microsoft Dynamics AX Inventory module

You can do the same thing on location or batch number if those are inventory dimensions that you use.

This post was written by Laura Garcia, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Microsoft Azure Cloud – Can it be trusted

Considering moving your Dynamics GP or Dynamics AX application to the Microsoft Azure Cloud platform but wondering if your data will be safe and meet your industry’s compliance requirements?

A great source of information on these topics is available at the Microsoft Azure Trust Center website (https://azure.microsoft.com/en-us/support/trust-center/). This site is loaded with material on all aspects of security and privacy with regards to using the Azure Cloud product offering.  The website is broken into five major sections:

  1. Azure’s embedded security and privacy model: It all starts here. Building security into the product from the start as opposed to a bolt-on after the fact. Learn about Microsoft’s Security Development Lifecycle (SDL), Operational Security Assurance (OSA) process, and Privacy by Design in this section of the site.
  2. Security: Keeping your data safe: Security is not just simply encryption. It is also about processes and procedures such as threat management, mitigation, and penetration testing. What value is encrypted data if you can’t access it? Read about Microsoft’s approach in this section.
  3. Privacy: Own and control your data: Microsoft vigorously defends your right to privacy protection demonstrated by their recent win of a major case in the United States Court of Appeals. The ruling prevented the U.S. government from requiring Microsoft to give them access to emails held in a foreign country. Read about Microsoft’s approach and over 20 years of commitment to privacy in this comprehensive section on the subject.
  4. Transparency: Know how your data is stored, accessed and secured: Critics say that CLOUD stands for Cannot Locate Our Users Data.  Microsoft has done their homework with this platform and is ready to earn your trust in this regard.  This section of the site describes Microsoft’s policies and procedures with regards to where your data is stored and how it is secured.  Are you a Canadian company that requires all data to be stored within the country? Learn how to specify that your data remain in the new Toronto or Québec City data center.
  5. Compliance: Conforming to global standards: It is one thing for Microsoft to assert your data is safe and secure but your motto should always be “trust but verify”. This section of the site details the international and industry standards met by Azure and the third-party audits required to verify those standards. It has a very easy navigation tool to enable you to focus on compliance that is relevant to your industry. In the Healthcare industry? Select Healthcare in the drop down box and learn how Azure can meet HIPAA/HITECH requirements.

Still have questions or concerns about leveraging Azure for your Dynamics GP or AX environment?  Consultants with Tridea’s Cloud Business Services practice are available to help you find the right solution to meet your needs.

Dynamics AX Power Tools – Add Atlas to your Toolkit

Authors: Juanita Schoen & Matt Caffrey, CPA – Tridea Partners

Our clients already enjoy a very rich feature set for financial reporting with the Dynamics Management Reporter module, which is relied upon daily as standard equipment in the overall ERP toolkit.

Expanding upon this strong financial reporting base, Globe software’s Atlas product suite provides users with access to the full AX dataset, integrated with MS Office for self-service report design. Atlas also provides connectivity to multiple data sources for improved analytics connecting the full set of ERP data to key data and metrics stored in other systems.

Atlas can also benefit your Microsoft implementation timeline when leveraged by your partner to reduce development effort associated with programming a typical data migration / cutover and custom reporting.

The most sought-after tools are light-weight, manageable, versatile, and flexible in providing value to their owner. Here are some ways Dynamics AX + Atlas provides that value:

Reporting

The entire AX database can be queried using Atlas, not just financial data (as with Management Reporter). Custom reports can be designed without the help of a developer or database administrator.  Once designed, they can be accessed by the users via an Atlas shortcut and can be easily updated / modified within the tool, again without help from a developer.

Upload Utility

Typically, you’ll need an AX developer to code a customized tool for uploading data into AX. That custom program and upload template are static and require further development effort to update.

Atlas allows you to quickly create, test, and deploy AX upload templates. If updates are needed, you no longer need to call upon that specialized developer. A trained Atlas user assigned the appropriate security permissions can simply update the upload template.

Data Migration

Atlas can reduce time previously needed to have a developer build custom data migration programs to pull data from legacy system(s) into AX. The same Atlas interface used to create upload templates can be leveraged to create the data mapping that feeds your cutover.  Changes can easily be made to the templates to support iterative data migration testing and incremental database updates.

Of course, it is important to find a reporting solution to best fit your own unique business needs. According to Globe Software’s website “56,475 Microsoft Dynamics AX Users Trust Atlas”

Tridea can help you uncover the ways Dynamics AX + Atlas can increase value for your business.

Tridea Partners Awarded 2016 Microsoft President’s Club

Toronto, Ontario | July 11, 2016 – Tridea Partners, LLC is pleased to announce that we have been named to the 2016 Microsoft President’s Club, an esteemed group representing the top 5% of Microsoft Partners worldwide. This award was presented to Tridea Partners at the Microsoft Worldwide Partner Conference 2016 in Toronto, Ontario. Although the bar has been continually raised year over year, Tridea Partners has been able to yet again achieve this highly sought after recognition for its support of Microsoft Dynamics. Tridea Partners has been serving the Microsoft Dynamics AX, GP and CRM communities for over 12 years throughout the United States in our offices in San Diego, Irvine and Boston.

“We are honored to be presented with this President’s Club Award for 2016.  Tridea continues to see a lot of new ERP projects for both Dynamics AX and Dynamics GP throughout the country, including many new deployments in our vertical markets of food and beverage, life sciences and healthcare.  We have also seen a new market of customers that are looking for hosted business applications, with a monthly rental option, something that we have recently brought on with our hosting services through Microsoft Azure”

Andy Collins, Partner at Tridea Partners

Microsoft President's Club

Tridea Partners provides Microsoft Dynamics consulting services to clients across the US. Having been named to the President’s Club for the 4th time in the past decade, this 2016 award is a further testament of Tridea Partners’ continued focus on helping its clients make their business’s better.

About Tridea Partners 

Tridea Partners is a Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) consulting partner specializing in implementation, customization, and integration of Microsoft Dynamics AX, Microsoft Dynamics GP, and Microsoft Dynamics CRM. Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea, you gain a partner that is committed to your business success. www.trideapartners.com

Excel Integration in the New AX (AX 7)

The New Microsoft Dynamics AX (formerly referred to as AX 7) has a better integration with Microsoft Excel. It allows you to export to Excel, as with previous versions, but it also lets you write back changes from Excel to  Dynamics AX much easier than in the past.  The New AX has also expanded the use of entities to make it easier to import and export data.

In any list page in AX, when you click on the Office icon it will give you two options. The option in RED, will export to Excel so you send to another person.  The option in Green, to open in Excel, will allow you to edit the data in excel and push it back to AX.  Those that have used Dynamics AX 2012 know about the excel add-in, that was supposed to give you this functionality as well, but was very finicky to use.  The integration with the New AX has been improved significantly.

The New Dynamics AX

 

 

 

 

 

 

Once you click the open in excel button, a screen pops up to let you save locally, or to SharePoint or OneDrive for business.

After downloading or saving the file, open it and enable edit mode. It will then prompt you sign in, simply use your AX login credentials.  Once the credentials are provided it will load the data into Excel.  From here you can edit any of the data, that is not read only.  Read only fields are noted in red. A key symbol is used to identify key fields.  Finally, an asterisk is used to identify required fields for new records.  Once you’ve made the necessary changes, simply hit publish and the changes are written back to excel.  You can even use Excel to create new records.

NEW Dynamics AX

 

 

 

 

 

 

In addition to the open in excel function from all to the list view pages, you can also access the Excel workbook designer. This is located in the Common module, under Common>Common>Office Integration>Excel Workbook Designer.  The workbook designer gives you access to over 1600 entities that come standard in the New AX.  If you can’t find an entity that meets your needs, you can build your own by using visual studios.  The use of the workbook designer does require you to have Excel 2016.

Using the workbook designer, you can add all the fields you want from the entity, you can view the related form in AX, and you can get a count of all the records associated with the data entity.

NEW Dynamics AX

 

 

 

 

 

Once you’ve selected the fields you want for the workbook, click “create workbook” and it will prompt you to save the workbook. Then you can open, and start editing data or creating new records.

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