What is IaaS?

Infrastructure as a Service

Imagine owning a luxury car with free maintenance and low monthly payments. That’s Infrastructure as a Service (IaaS) in a nutshell when it comes to Enterprise computing. Organization can now enjoy the benefits of utilizing state of the art computing resource in a virtual environment.

The cost savings Organizations benefit from include power, cooling and maintenance in addition to other tangible savings. Small and medium size businesses can scale their infrastructure in accordance with their growth and business needs with cloud IaaS.

Business and consumer are relieved from the physical infrastructure responsibilities that are associated with owning and maintaining computing hardware.

With IaaS you rent cloud infrastructure- servers, storage and networking based on your needs and a variety of different payment options are available.

Imagine moving or relocating offices without system downtime, which can cost a business thousands of dollars in potential business and revenue.

Hosted Microsoft Dynamics AX, Dynamics GP and Dynamics CRM are great candidates for IaaS.

Manage your accounting, finance and operations with Microsoft Dynamics combined with a hosted IaaS platform can transform your business to achieve measurable results.

A recent survey of small and midsize businesses found that companies are looking to technology to provide and seek a competitive advantage. More than half of the companies admitted that technology is critical to their company’s future.

Create a competitive edge with IaaS and Microsoft Dynamics …. Do more, grow faster.

This article was written by Osei Owusu, Technical Consultant for  Tridea Partners. Tridea is a leading Microsoft Dynamics provider. www.trideapartners.com

AP Credit Card Payments in Dynamics AX 2012

Some companies are heavy users of credit cards and find the idea of reconciling that activity in the same manner as they would a bank account easier and more efficient than other methods. Using this method to pay invoices is similar to most setups, the user would simply pay vendor invoices they’ve entered using a “Credit Card” payment method that is setup as a “Bank” in Dynamics AX. At the end of the month when the credit card bill arrives, the user would go into Cash and Bank Management and reconcile the credit card bank account as they would any other bank account by clearing the transactions that agree to the statement, and processing any transactions that were not recorded in AX.

Setting up of the Credit Card bank account and method of payment is reasonably straight forward

1. You’ll need to create a general ledger account to record the credit card transactions. This account will be linked to the bank and is generally a liability account. General ledger/Common/Main accounts.

AP Credit Card Payments in AX 2012

2. Set up a new bank account and tie it to the general ledger account created above. Cash and bank management/Common/Bank accounts.

AP Credit Card Payments in AX 2012

3. Create (or modify an existing) payment method to post to the new bank created above. Accounts payable/Setup/Payment/Method of payment.

AP Credit Card Payments in AX 2012

4. The final step here would be to bring in the beginning balance of your credit card statement. This can done by entering a General Journal transaction with a debit to “Account Type” Ledger – 200135, and a credit to “Account Type” Bank – CC. The net effect of this entry is a $0.00 transaction to account 200135 that gets the balance on the bank sub-ledger.


Now that the setup is complete, here’s how it works

1. For any vendor invoices that were paid via credit card, pay them in AX using the new method of payment that you just created. These transactions will result in the following:

  • Settle the invoice(s) being paid.
  • Create item(s) on the Credit Card bank account to be reconciled.
  • Create the following GJ entries to record the transaction:
    1. Dr. Accounts Payable – Cr. Credit Card Liability (new account you created)

2. When the monthly credit card statement arrives, we can reconcile it like any other bank account in Cash and Bank Management.

3. During the reconciliation process, we may have identified transactions on the statement that were not entered into AX. Those missing transactions can be entered with a GJ transaction.

  • To enter them as a GJ, debit the appropriate expense account and credit the credit card bank.

AP Credit Card Payments in AX 2012

  • Note – You can also enter these transactions on the credit card statement when you record it in accounts payable, but you need to be careful to balance the entry correctly.

4. Now that the missing transactions have been recorded, you can complete the bank reconciliation.

5. The last step in the process is to enter the credit card statement into accounts payable for payment.

  • When doing this, it’s important that you debit the credit card bank account to clear the balance in the credit card liability account that was created as you recorded the credit card activity.

AP Credit Card Payments in AX 2012

  • After the posting of this transaction:
    • Your credit card liability account should be $0.00 with the exception of any transactions posted after the statement period.
    • Your credit card bank account should be reconciled.
    • You should have a payable to the credit card company for the amount of the statement.

6. Lastly, pay the credit card statement as you normally would!

This post was written by Matthew Caffrey, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, NH and surrounding regions.

Microsoft Dynamics ‘AX 7’ Release Video

Here is a highlight video that includes commentary from Microsoft partners on the capabilities in the upcoming Microsoft Dynamics ‘AX 7’ release. Learn more about the release date and features for Dynamics AX 7 at www.trideapartners.com

Microsoft Dynamics AX 2012 AOT Overview

The application object tree (AOT) is a hierarchically structure where all the Dynamics AX objects are defined.

If you open the AOT by launching the development environment (CTRL-D) you will see the following folder structure.  Each different type of object will be stored in these subfolders (or nodes) depending on its nature.

Dynamics AX 2012 AOT

When a user requests a change or modification to AX, they usually will identify a form or report in the AX client.  But how do we identify in the AOT which object to modify?

If you browse through the nodes in the AOT you will see that there are thousands of objects.  Trying to find an object in the dark would be an overwhelming task.

A good place to start will be to request the user a screenshot of the form that they want to change (including the menu path), or if possible, ask them to guide you through the process in AX so you can get to that form or object they want to modify.

Let’s say that you identify the Trial Balance form as the object that you need to modify.

Dynamics AX 2012 AOT

If you right-click on this form and then select the Personalize option you will get to the Personalization form, where you will get access to more information about the AX object.

One useful feature available is that you can keep the Personalization form open while clicking on some of the fields in the form, and the Personalization form will display information about that field including the System name, which most of the times includes the data source (table, view or query) and the field name.

Dynamics AX 2012 AOT


If you click on the Information tab you will be able to identify the form name.

Dynamics AX 2012 AOT

Once you identify the form name, you can go back to the development environment, open the AOT form and retrieve the object definition where you can start making your changes.

Dynamics AX 2012 AOT

The AX form’s personalization feature is a great place to start when trying to identify AX objects, their definitions and properties.

This article was written by Eduardo Sicouret, Dynamics Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, NH, MA and surrounding regions.

Leading Pharma Company Moves Forward with Tridea Partners and Dynamics AX 2012

A $200 million pharmaceutical company based in Arizona has selected Tridea Partners and Microsoft Dynamics AX 2012 to support their ERP and business management needs.

One of the leading pharmaceutical (pharma) companies in Arizona has completed a formal system selection process and is moving forward with Microsoft Dynamics AX and Tridea Partners.  This pharma company selected Tridea Partners because of their experience in the life sciences and pharma industry. Microsoft Dynamics AX 2012 effectively addresses many of the pharma requirements.  “We were able to speak their language around FDA system validation, integration to CMOs and 3PLs, process manufacturing functionality along with presenting a large list of pharma references”, Andy Collins, Partner with Tridea Partners, stated.  Ultimately, we were the most expensive system (software and services), but the executive team still presented the recommendation to the Board of Directors to move ahead with Tridea and Dynamics AX.

This life science company has a complex operational model in that they use contract manufacturers (CMO) for some production, but also do internal production.  They also currently use a 3rd Party Logistics (3PL) provider, but much of this fulfillment will be moved to the new production facility.  They wanted to be certain the new system could support all these different business processes and handle the upcoming growth with their new production facility.

Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.