Dynamics AX 2012: Warming up for presales demo

To really impress potential buyers of Dynamics AX, it is important that we are capable to show that AX 2012 responds fast. We normally use the Contoso hyper-v demo environment, and our laptops have limited resources. Starting a demo on a cold system, we often see that forms takes some time to operate in optimal performance. If you already have opened a form, it is much faster the second time you open it.

So how can we give the users a view of a fast system without manually opening all the forms prior to the demo?

We can warm them up J. I use the following job-script to open and close all the forms I’m planning to use. I just traverse through the AOT, and open the form, and then I close them again.

static void WarmupRF(Args _args)
{
    //This code is for "warming" up all RF* forms and code I have in the VAR-layer
    UtilElements e;
    TreeNode treeNode;
    FormRun formRun;
    Args args = new Args();

    while select e
        where e.utilLevel  == UtilEntryLevel::var    //<-- spesify layer here
        &&    e.recordType == UtilElementType::Form  //<-- and only forms
        &&    e.name like "RF*"                      //<-- I only want the forms that starts with the prefix RF*
        {
            try
            {
                treeNode = xUtilElements::getNodeInTree(xUtilElements::parentElement(e));
                args.name(treeNode.AOTname());
                formRun = ClassFactory.formRunClass(args);
                formRun.init();
                //formRun.run();   //<-- No need to run the form, but sometimes it can load the data
                formRun.close();
            }
            catch
            {
                Infolog.clear();
                continue;
            }
        }
}

The code must be modified to suit what you want to “warm-up”, but you get the idea.

This will make you demo go much more smooth, and you truly show the potential and performance of a warm Dynamics AX system.

Happy DAX’ing

DAX 2012 R3 – Kick-back, Bonus and marked support

We often see that vendor’s use loyalty marketing in hopes of nurturing customers to be even better customers. Introducing new products in a marked can be costly, and success is often rewarded based on performance.

We often encounter requirements where vendors is compensating with kick-back, bonuses and marked support on specific products. The agreements can be formulated like; If you sell more than 1000 units per quarter, we will give you a 10% discount on purchased products for that quarter. But the transactions and invoices then may be that the original invoice is on the exact amount, and each quarter a credit note with the bonus is received. The idea behind kick-backs can be controversial, but this is not the topic her.

Having the cost price on the products determined on the actual purchase price give a very good foundation for a healthy business model, and also gives a much better insight to revenues and margins . But this “delay” in the transactions and payments introduces some issues for customers that relies on using inventory models as FIFO, FEFO etc.

  • What is the actual cost price in a scenario with kickbacks?
  • How can we calculate the actual revenue and margins?
  • Does my system support this feature?

If you have Dynamics AX 2012 R3, then you are lucky. There is a very nice way to handle kickbacks effect on product cost prices, and making sure that the cost prices is affected accordingly.

The name of the feature is charges. With charges we make adjustments of the cost prices on the right dates, and on the right transactions. The inventory closing will make sure that the cost prices are settled to the sales orders/issue inventory transactions.

The first step is to create a new charge, that will adjust the cost price on specific invoices, and also post on a selected ledger account.

Then let’s say the following received invoice from 2013 of 200 Surface Pro 128:

I see on the inventory transactions that the cost amount is 179.800 USD.

The vendor now want to give me a kick-back for my effort of managing to sell these old notepads. When they send us a credit note of 50% of the amount, and I want to post this so that the cost price changes on the inventory transactions.

When this is posted it will adjust the cost of the inventory transaction on the selected posting date:

The voucher transactions looks like this.

In AX 2012 R3 the inventory transactions will make the necessary adjustments on the issue transaction.

The next step is to receive and post the invoice from the vendor post it against the selected ledger account on the charge code, and eventually also run the inventory closing procedure.

Conclusion;

There are no need to credit post the purchase order for adding kickbacks, bonuses and marked support etc. It is supported in Dynamics AX 2012 R3.

Happy DAX’ing

 

 

 

 

DAX 2012 Remove reservations and markings from a sales order

Some friends of me have asked how to remove reservations and markings on a sales order. Going through line by line can be time consuming and they wanted to know how this could be solved by a single “click”.

 

static void Tutorial_UnreserveSalesTable(Args _args)
{
    InventTrans             inventTrans;
    InventTransOrigin       inventTransOrigin;
    SalesLine               salesLine;
    InventMovement          inventMovement;
    InventUpd_Reservation   inventUpd_Reservation ;
    SalesId                 SalesId = "001260";//<--- Send/get sales id here

    // Remove reservations and markings on a reserved salesorder
    while select inventTrans
        where inventTrans.StatusReceipt                == StatusReceipt::None
           && (inventTrans.StatusIssue                 == StatusIssue::ReservPhysical 
           ||  inventTrans.StatusIssue                 == StatusIssue::ReservOrdered)
        exists join inventTransOrigin 
            where   inventTransOrigin.RecId            == inventTrans.InventTransOrigin
        exists join salesLine 
            where   salesLine.InventTransId            == inventTransOrigin.InventTransId                    
                &&  SalesLine.SalesId                  == SalesId    
    {
            if (inventTrans.MarkingRefInventTransOrigin)
            {
                InventTransOrigin::deleteMarking(inventTrans.MarkingRefInventTransOrigin, inventTrans.InventTransOrigin, -inventTrans.Qty, true);
                InventTransOrigin::deleteMarking(inventTrans.InventTransOrigin, inventTrans.MarkingRefInventTransOrigin, inventTrans.Qty, true);
            }

            if (inventTrans.StatusIssue == StatusIssue::ReservPhysical || inventTrans.StatusIssue == StatusIssue::ReservOrdered)
            {                
                Inventmovement = inventTrans.inventmovement(true); 
                inventUpd_Reservation = InventUpd_Reservation::newInventDim(inventmovement,inventTrans.inventDim(), -1 * inventTrans.Qty, false); 
                inventUpd_Reservation.updatenow(); 
            }
    }
}

The next step would be to create a class, so that it can be performed in CIL, and some code that refreshes the sales order for the end-user.

AX2012 – How to get Retail Store specific CUE’s

In Dynamics AX, the role center may contain a lot, but some times it is wanted to show more specific and isolated information. In this blog-post I would like to show you how to create a cue that only shows number of sales and amount related to a specific retail store. This blogpost is meant to show the pattern we can use, and is not only restricted to retail. We can use this technic almost everywhere in Dynamics AX.

Here we see a CUE where I show the number of sales and the amount for a specific store. But the nice thing here, it that the values changes depending on what store the user is assigned to.

Do be able to do this we need a dynamic query, that changes the store, depending on the current user, and we need to have a place, where a user is assigned to a store. This is already available in Dynamics AX, and is a setting on the User profiles

So here, I’m assigning a user to a role, and to a store. The next thing I need to have is a way to sum up all the retail sales transactions, and for this I use the form Retail sales transactions.

I then create an advanced filter by using the CTRL-F3, and save as a CUE.

You see here that in the criteria for store number, I write (EGCurrentRetailStoreID()). This is a very nice trick in Dynamics AX. The ability to create dynamic queries. I have blogged about it before here.

The code needed to use dynamic query criteria is located in SysQueryRangeUtil is the following:

This code will return the store ID for the current user. The last step is to select the CUE in the shared role center.

Then you have a CUE, that shows the sales in your local retail store.

 

Happy DAX’ing

New DAX 2012 R3 CU8 Global Retail codeplex solution available

Hi friends.

I’m happy to announce the first release of a new free codeplex solution; Global Retail.

The solution covers:

  1. Global Product price templates – The ability to assign a price template to a product, that will quickly enable retail prices available in different countries and currencies.
  2. Global Product pricing – The ability to set recommended retail prices directly on products. Global prices are posted in price journals to price agreements in all legal entities.
  3. Global Product barcodes – Assign and maintain product barcodes, and it will automatically synchronize to all legal entities.
  4. Simplified Product translations and simplified local pricing screen. Multi dimensional retail hierarchies for filtering, search and availability. Full price log and the use of case management for price change processes.
  5. Simplified file import and export of products, retail hierarchies, barcodes, prices, translations, availability, counting journals. (Excel, csv, xml)

Take a look here > https://ax2012globalretail.codeplex.com/ (more documentation will come later)

PS! This is the real-deal !

Giving away your silver for a golden future


(Picture is borrowed from Robin Dickinson)

In the AX-Ecosystem we see that blogging, sharing and networking is strong and open. Colleagues and knowledge friends find each other across company borders and culture. Quite a lot business is actually created through this community. And those that is not here will struggle to get into position. Some people ask me: “Why are you doing this ?” This quick answer is: “Because I like to, and because it is fun”. But there are more to it than that. Here is the “secret two line” business model of sharing.

  • Give away some ideas, components/code, wisdom and experience – for free – and hope that the dynamics ecosystem (the crowd) will use it.
  • Then do our best to make sure that some of them want to buy more of our ideas, our know-how and our hard-earned wisdom and experience.

Some companies talk about the value of protecting their IP-rights, and they have IP-rights on everything. Down to the little small code samples. But an IP-based business model have some fundamental issues:

  • Revenue is often based on licenses and yearly support fee’s.
  • Requires substantial costs on sales, presales, support and R&D efforts to meet standards and expectations.
  • Keeping it on the “pricelist” have a cost.
  • Customers expect components to be compliant with new Microsoft versions and releases.
  • Bug and Issues are expected to be fixed free of charge.
  • Risks quickly becomes expensive

The assumption is that the revenue must be higher than the costs of maintain and keeping the components on the price list.

However, what we see is that Investments stops. No innovation. Very difficult to find for the customers. Knowledge is lost, and IP based components are often not profitable in long term.

 

So, what kind of things are we talking about ?

  • Small ideas, that would never be a product.
  • Potential reusable components.
  • Customer financed customizations.
  • Basically things we cannot build an ordinary business model on.

One alternative is to use Codeplex as a business model.

  • The Dynamics ecosystem is small. Very easy to get high visibility.
  • Sharing is a very positive message. Can strengthen the your brand.
  • Can increase service revenue. New customers seek knowledge from the sources.
  • Triggers customers “Pull” behavior instead of “Push”.
  • Reach new potential employees that take a pride on sharing their knowledge and ideas.

A few days ago, I wanted to test this approach, so I blogged about a very small code piece I gave away, and wanted to measure the effectiveness, and here is the effect after 2 days.


How much would it cost in traditional marketing and brand building to achieve this reach ? Surely more then the small hour I used to publish it. I can also assure you that by giving away some of your work though sites like codeplex do build brand value and do generate a profitable and golden future.

 

(*From the Coca Cola dude)