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 Dynamics GP 2016 Feature of the Day – Workflow Condition Management Enhancement

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

Workflow Condition Management Enhancement

GP 2016 Feature

Feature of the Day Program

In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product. 

Microsoft Dynamics GP 2016 Feature of the Day – Word templates for Batch Approval workflow emails

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

Word Templates for Batch Approval Workflow Emails

Dynamics GP 2016 Feature of the Day

Feature of the Day Program

In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product. 

Dynamics GP Smartlist: Unposted Manual Payments

Creating Unposted Manual Payments Smartlist using Smartlist Designer

Open up Smartlist (Microsoft Dynamics > Smartlist)

Click on the New button in the Smartlist toolbar.

Dynamics GP

Enter a List Name (i.e. Unposted Manual Payments), select Microsoft Dynamics GP in the Product dropdown, and select Purchasing for the Series.

Dynamics GP

Expand Microsoft Dynamics GP > Tables > Purchasing by clicking on the plus signs.

Dynamics GP

Scroll down the Purchasing list and check the box next to PM Manual Payment WORK File. The Selected Fields section will then display what columns of data that will be pulled into the smartlist view. You can create Relationships or add Filters in this window as well.

Dyanmics GP

Clicking on the Execute Query button will display the data results in a preview pane on the bottom of the window under Result’s Preview. This will help the user to validate the data that is being pulled so modifications can be made if necessary.

Dyanmics GP

When complete, click OK.

Dyamics GP

The new smartlist view will now appear in the Smartlist window. All the normal functionality can be applied to this new smartlist (adding restrictions through the Search function and adding/removing Columns). One thing to note is that smartlists created through Smartlist Designer are not dynamic. So users can’t double click on a particular transaction or line within the smartlist and navigate into the document window.

Dynamics GP Smartlist

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Microsoft Dynamics GP Add-in for Microsoft Word

While attempting to modify Microsoft Word Templates I found that generic Microsoft Dynamics GP doesn’t always install all available Additional Products. I guess that’s why they call them ADD-Ins.

To modify the new WORD Templates, you have to manipulate the Word setup and add addition document Options. Setting Word up to include the Developer tab was pretty easy. However I found getting the Field List to display, which is critical to the modify process, a challenge.

After doing some research, none of which addressed my issue, I finally found a WORD installation guide that eluded to installing Microsoft Dynamics GP Add-in for Microsoft Word. It turns out that the only way to get the Field List to display in the Word Developer tab is to install this additional product, Dynamics GP Add-in for Microsoft Word.

The Setup.exe is on the Microsoft Dynamics GP install DVD. The first step is to find the source file path and run through the installation steps. If you have the correct permissions this process lets the Fields List appear under the Word Developer tab.

To help others I have detailed the steps below to complete the Microsoft Dynamics GP Add-in for Microsoft Word installation.

  1. Find the MDGP2013R2_DVD_ENUS source Setup.exe to install the Word Add-In. Each installation downloads the Dynamic GP media is a safe location, so look for a source folder.Dyanmics GP
  2. Launch the setup then scroll down to find the Additional Product: Microsoft Dynamics GP Add-in for Microsoft Word
  3. Hover over the label and it will turn Blue, then left click and select Install
  4. Click on the radial next to I Accept the terms, then click NextDynamics GP
  5. Accept the default Install LocationDyanmics GP
  6. Click Install
  7. The install should run, click Finish to closeDynamics GP
  8. This will install the Developer Tab to show the Field List.

This article was written by Dean Anderson, Senior Dynamics GP Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.