Dynamics AX – Accessing Data for Multiple Companies

Have you ever had to compare data for several companies in Microsoft Dynamics AX?

That is usually not a problem to change the company you are currently attached to. You just double-click the company on the bottom of your current work space, and change it.

 

 

 

This becomes more of a challenge when dealing with more than a handful of companies.

That is where the crossCompany and changeCompany keywords can be helpful.

The table DataArea stores the company Id for all companies configured in your environment. Using the crossCompany keyword, you can construct a query to retrieve all records, regardless of the company you are currently logged into. This example loops through all of the companies in the table DataArea, then calls a routine to do some work in that company.

while select crossCompany * from dataArea

{

info (strFmt(“%1 %2”

, dataArea.Id

, dataArea.name

));

showCompany(dataArea.Id);

}

In this example, I just want to know how many customer records exist in each company. This routine will use the changeCompany keyword to define the scope of work. Using this, I can run one job to interrogate all companies that are set up, or you can manually change companies and run the query in each company. You decide which is more efficient.

void showCompany(DataAreaId _dataAreaId)

{

CustTable   custTable;

;

changeCompany(_dataAreaId)

{

custTable = null;

select count(RecId) from custTable;

info (strFmt(”  Company: %1, # of Customers: %2″

, _dataAreaId

, custTable.RecId

));

}

return;

}

To learn more about how Tridea Partners can help you get the most out of your Microsoft Dynamics AX solution, visit www.trideapartners.com or contact us at info@trideapartners.com.

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.

“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.

 

Dynamics AX Year-End Close Webinar

Join Tridea for our annual Dynamics AX year-end close webinar! We will share best practices related to year-end processes for your Microsoft Dynamics AX system. We will go through the general steps of the year end close process and discuss key items that will be required to setup the next fiscal year.register here

Event Details: Wednesday: December 14, 2016 at 9:30 AM – 10:30 AM (PST)
Presenters: Matthew Caffrey & Robin Ellsworth  – Tridea Partners