Dynamics AX: Deleting a Production Order After Posting a Picking Journal

This post outlines the steps required in Microsoft Dynamics AX to reset the status of a production order in order to delete the order. Once a production order has been picked you will need to reverse the picking list before resetting the status and deleting the order.

First start by navigating to Production Control > Common > Production orders > All production orders.

Then select the order you wish to delete and open it. One View tab click the Picking list journal

Dynamics AX Picking List

Once the journal is open, click Picking list on the top and then create lines. From there select Full reversal and click OK

Dynamics AX Full Reversal

A production journal will pop up with a negative line for the reversal. Review, Validate and Post the journal.

Now that the picking list has been reversed you can reset the status of your production order back to Created. On the Production order tab select Reset status

Dynamics AX Reset Status

The desired reset status will automatically default to the status that is right before the current status. The user will not be able to jump to the status that you desire to be in. You must reset the status to each stage until the desired status of Created can be selected.

Click the OK button on the Reset status page and the production order status will update. On the action pane select Reset status again and click OK. Repeat this until the Created status is reached.

Dynamics AX

Once the production order has a status of Created, the order can now be deleted. Click the Delete button on the Production order tab of the current order.

AX Delete Production Order

This article was written by Laura Garcia, Dynamics AX Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.

Dynamics AX2012 R3 – Warehouse Automation with Radio Frequency

Perhaps some of the most exciting new features that are now available with the release of Dynamics AX2012 R3 are those are in the area of warehouse management.  Dynamics AX now has true warehouse automation (bar-code scanning) without the need to utilize 3rd party software. The ability to use radio frequency handheld devices for warehousing transactions is now out-of-the-box functionality. Warehouse workers can use handheld scanning devices for inbound and outbound processes, as well as key inventory and production control processes. Furthermore, the functionality comes to us as a mature, well-proven solution. This is because Microsoft has folded into the core AX product the warehouse management functionality that was in use for years as a 3rd party product that was developed by the ISV Blue Horseshoe. Many partners and customers in the Dynamics AX channel can attest to the extensive and solid history that the Blue Horseshoe product has with Dynamics AX, thus alleviating any concerns about the maturity of this set of functionality. Some of the processes supported by the new warehouse management functionality are:

  • Radio Frequency Handheld Scanners for receiving, put-away, picking, staging, loading, inventory adjustments, and production
  • Real-time cycle counting
  • Workflow enabled inbound processes and outbound processes
  • License  plate control / pallet tracking

This article was written by Matthew Boese, Partner at Tridea Partners, a Gold Certified Microsoft Dynamics AX Partner serving Southern California.

Dynamics AX Development – Where Do I Start?

Dynamics AX 2012 is a powerful product that sits on top of advanced products like SQL Server, SSRS, Sharepoint, and other Microsoft technologies.  Because of the overwhelming amount of possibilities available to customize Dynamics AX, and the complexity of each and every one of the technologies involved, sometimes simple questions like ‘Where do I start?’ are difficult to answer.  In my opinion, the best answer to this question is: it depends on what you want to accomplish.

Not the answer you were looking for? Well, nobody implements Dynamics AX because it is easy to implement or customize.  The selling feature of Dynamics AX is its flexibility, its capacity to adapt to any business, its reliability, etc.  Once you are immersed in the AX world, you’ll realize that you’ll need some technical training to accomplish basic tasks like writing reports, customizing forms, and even adding columns to a table.

Don’t get me wrong, the purpose of this article is not to scare you, but to let you all know that there is a learning curve that has to be followed before you reach that light at the end of the tunnel.

For starters, let’s look at the famous Dynamics AX object tree (AOT).  The AOT is the first place to go if you want to start modifying AX.  (Now you can answer the ‘Where do I start?’)

The AOT is the repository where all Dynamics AX objects are located.  Each component in Dynamics AX is a building block or object in AX.  Reports, forms, fields, data types, extended data types, queries, maps, menus are all good examples of AX objects.  Having all the objects arranged in a tree layout makes it simpler to find them.

Just hit CTRL-D to go to the development environment and the AOT window will be waiting for you.  Of course, you can hit the keyboard sequence many times if you want to open more AOT windows.  This is useful when you want to see two or more sections of the AOT side by side on your screen.

Dynamics AX Development - Where Do I Start?

I would recommend getting a big screen monitor (if you don’t have one by now) so that you can have multiple windows open at the same time.  You’ll find this convenient in the future because these windows pile up at breakneck speed.

The next big question to answer is:  ‘How do I know which object to edit or customize?’  And that will be the topic of future articles.  Stay tuned.

 

Written by Eduardo Sicouret, Dynamics AX Technical Consultant for Tridea Partners. Tridea Partners is a Southern California based Dynamics AX partner.

Dynamics AX, A Solution With Value

Microsoft Dynamics AX 2012 is the ideal ERP solution for businesses in need of a powerful, fully integrated ERP that provides flexibility and agility at a low cost of ownership.  From implementation to maintenance, Dynamics AX, allows user the ability to perform much of the application configuration to create a system fitting their unique business needs with minimal code modifications and technical involvement.  The users are empowered to build role based security, create workflows to mitigate risk, generate alert notifications for desired conditions, and construct intelligent organizations and accounting structures to manage data and reporting.

Security in AX is managed based on roles and tasks which are aligned with the structure of the business.  There are over 30 predefined roles that can be altered to meet unique segregation of duties or internal control needs by removing or adding specific privileges.  These roles are then assigned to users based on their responsibilities in the company. Once security roles have been assigned rules can also be established to enable business managers to control day-to-day user access based on business data.

Creating workflows is another powerful tool critical to mitigating risk and managing the approval of day to day transactions. With Dynamics AX these workflows can be built, updated and deployed by the user through graphical editors which are simple and easy to use.  The visual diagrams used in designing a workflow can vary from the very basic to incorporating complex, sophisticated hierarchies based on the organization structure. Once again, all being created and managed by the users.

Alerts are helpful in notifying users of specific activity that has occurred in the system.  They can be based on changes made to master data or constructed to signal that a particular transaction has taken place.  By enabling each user to define and configure these alerts individually, users are able to identify and monitor particular operations and take quick action accordingly.

With Microsoft Dynamics AX, defining the framework for the company and related organizational and financial structures are all under user’s control.  AX offers a multitude of dimensions and groupings that can be defined and utilized to aggregate, manage and report on key metrics and financial data.  For example,  users can configure posting profiles for customer and vendor groups to manage sets of data based on common traits. These can be easily updated and altered as the business grows or changes. The account structure in AX can accommodate an unlimited number of financial dimensions which can be linked to any number of organizational designations. For example, the “business unit” configured for use in a purchasing workflow can also be designated as a financial dimension for purposes of capturing financial data for that “business unit”.  Users are able to create rules and relationships between these financial dimensions in order to control the posting of financial data and eliminate entry errors.

Microsoft Dynamics AX is an excellent choice for companies looking for a robust ERP at a significantly lower cost of implementation and ongoing maintenance. It delivers value by empowering users to configure and administer vast portions of the application themselves.

This post was written by Susie Hadley,  AX Practice Manager at Tridea Partners. Tridea Partners is a Southern California based Dynamics AX partner.