Microsoft Dynamic AX 2012 and D-365FO

Setting Electronic Report in Print Management: Validate Print tax exempt number on invoice setup is enabled. Path: (Accounts receivable> Setup> Forms> Form setup> Free text invoice) Set configured customized Free text invoice report is assigned to Free text invoice document. Path: (Accounts receivable> Setup> Forms> Form setup> General> Print management>Free text invoice> Report format)

The electronic report has a designated export or viewer format like Excel or PDF. We can set according to our choice. ER currently supports the TEXT, XML, JSON, PDF, Microsoft Word, Microsoft Excel, and OPENXML works heet formats. Go to the Electronic reporting workspace home page and select ‘ Electronic reporting destination’ path:  Organization administration > Workspace >Electronic Reporting Create a new file destination for your report. In our case for  ‘Free Text Invoice Excel’. Check the ‘ Convert to PDF’ checkbox if you want the report to be in PDF format instead of Excel. Click on ‘ Settings’ to set the form of the destination report (e.g. as a file or on screen or email).

The list of ER configurations for Finance is constantly updated. Open the Global repository to review the list of ER configurations that are currently supported. Let's say we are going to customize the ’Free text invoice report’ so we will be working on these objects. So, first, check their versions. First, make sure that the version of these is latest. So, click on the Microsoft tile repositories then open the global configuration repositories. Import all configurations but it will take 8- 10 hours .  [ Cautions: Do not close or refresh RCS while importing configurations. ]   Or simply choose those objects you want to customize and click on  ‘Import’. if there is a new configuration that came in after your customization then rebase your report on to the new version. Rebase: Rebasing is upgrading a format and selecting a new version of the base format. The process of automatically adopting changes of the latest version of the base component in the current draft ve...

How to suppress native messaging of Credit Limit on a specific sales order  The credit limit is specified on customer to set the maximum amount of credit. It is checked automatically on different processes.  If the  ' credit remaining ' is a negative amount it means that the credit limit is exceeded. And when the credit limit exceeds it shows an error message or warning based on the credit limit parameters. When the ' check credit limit on sales order ' parameter is set to yes and the ' Credit limit type ' is not set to ' none ', then it checks the credit limit on every sales order and throws an error or warning depending on the parameter 'Message when exceeding credit limit'. path : Credit and collections > Setup> Credit and collection parameters If we want to suppress that message on some particular sales orders of our choice not all of them, then we have to add a radio button on the sales order header form. Based on that radio button we...

  Requirement:  Invoke custom jobs once the entity load is complete in DMF. Solution: writing a postTargetProcess method on the entity it will run after the import completion either succeeded or failed.      /// <summary>     /// After the entity has finished loading in the tables, it triggers a process to ship the transfer orders.     /// </summary>     /// <param name = "_dmfDefinitionGroupExecution">      /// The definition group that should be processed.     /// </param>     public static void postTargetProcess(DMFDefinitionGroupExecution _dmfDefinitionGroupExecution)     {         PopulateTransferService PopulateTransferService;         PopulateTransferContract PopulateTransferContract;         Query query;         //check if the import job is finished without errors  ...

Transfer order in Dynamics 365 Transfer Order functionality is used for transferring products from one warehouse to another . To transfer stock we will create the transfer order, and pick the product using a pick list and a registration process. Then we will register a shipment and use the arrival overview to receive it.  The issuing and receiving locations for these warehouses are predefined so that we would not have to specify any location during the transferring process. Navigation: Inventory management > Outbound orders > Transfer order Click the  New  button to create a new transfer order. The transfer order page opens up where you need to provide the “From warehouse” and “To warehouse”. And then add the product It will then create with created status. Now generate the picking list by selecting the update field to ALL it brings the product line  Then register the pick list and select update All and then ship the transfer order. Its status will change ...

How to Skip COC original code or Run it in condition ·       Original method: This is the original method which set  inventDim  based on  inventJournalTrans    public void fieldModifiedInventDimFieldsPost(         InventDim   _inventDim,         FieldId     _dimFieldId)     {         if (inventDimReceipt_ds)         {             inventDimReceipt.data(InventDim::find(inventJournalTrans.ToInventDimId));             inventDimReceipt_ds.setCurrent();         }     }   ·       Extension Method: On the extension of this method, I want to change the  inventDim  buffer ac...