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Showing posts from April, 2015

Unable to find appropriate service endpoint information in the configuration object Dynamics Ax 2012

"Unable to find appropriate service endpoint information in the configuration object Dynamics Ax 2012" There can be multiple reasons to see this error while working on SSRS report in AX 2012.  SSRS reports and AOS services communicate via WCF services and these WCF services are either not running on AOS or need to refresh under AX client configuration. First would be, BIServices is not activated under System Administration > Setup > Services and Application Integration Framework > Inbound ports. Second option to resolve this error is to refresh WCF configuration under Connection tab of Dynamics AX Client Configuration.  This configuration file contains WSDL Port which is used to talk BIServices as shown above. If BIServices are activated in first step then import your AX configuration file into AX Configuration Utility and press Refresh Configuration button. Happy Daxture!ng

Fiscal calendar period dates and status

Financial calendars can be created and  accessed from General ledger > Setup > Financial calendars. Fiscal calendar periods status (Open, On hold and Closed) can be changed from General ledger > Setup > Ledger >  button. Following job can be used to  get Start and End date of current Fiscal year static void fiscalCalendarDates(Args _args) {     PeriodStart     periodStartDate;     PeriodEnd       periodEndDate;     periodStartDate = FiscalCalendarYear::findYearByCalendarDate(CompanyInfo::fiscalCalendarRecId(), systemDateGet ()).StartDate;     periodEndDate   = FiscalCalendarYear::findYearByCalendarDate(CompanyInfo::fiscalCalendarRecId(), systemDateGet ()).EndDate;     info( strFmt ( "%1" , periodStartDate));     info( strFmt ( "%1" , periodEndDate));   ...

Dynamics AX tab in MS Project Client

To open Dynamics AX project's WBS structure in MS Project, Microsoft Dynamics Add-in for Microsoft Project must be installed. 1. Open MS Project 2. Create a new blanl project 3. Select the File menu option 4. Select options there and click Add-Ins. You should see "Microsoft Dynamics AX Add-in for Microsoft Project" If it is missed in the list of Active Application Add-Ins and is shown under Inactive Application Add-Ins list. You need to activate it. To activate it; Click on Go... A dialog will pop up and will let you select installed Add-Ins you want to activate. After following these steps you will be able to see Dynamics AX tab in MS Project file. Reference:  http://blogs.technet.com/b/tompatton/archive/2013/12/12/troubleshooting-the-project-client-add-in.aspx

MS Project client integration with AX 2012

This post covers the integration of MS Project Client with MS Dynamics AX 2012 R2 CU7. Services setup in AX 2012 1. For the first time setup we have to deploy AifProjWBS service group from AOT in AX 2012 Project management and accounting parameters in AX 2012 2. Setup appropriate parameter for storing MS project files.  In this example I am using Archive directory other option can be Sharepoint. 3. Folder path for Microsoft Project files to sit. It can be local directory path or UNC path.  Please make sure UNC path must be accessible from the user you are logged-in in AX. Default project categories 4. On the Journal tab of the Project management and accounting parameter screen, specifiy the default category for Hour transaction type. Important: This is the category value that will be assigned to tasks when you sync with project file. Without this default value r...

Saving and Selecting voucher templates in AX 2012

Since there are numerous options available in AX 2012 to create journal lines very quickly from already saved voucher templates. Someone can go with the option which best suites their requirements out of these available options; Voucher Template, Periodic Journal, Allocation Rules and Accrual Schema. This post is all about saving and selecting Voucher Template and here is how we can use this feature; 1. Under General ledger module > Journals > General journal form 2. Select a journal which you want to use as a source for Voucher Template 3. Click on Lines button to open journal lines 4. Click on Functionss > Save voucher template Window will pop up with either one of the two options for Template type to select; Percent or Amount Option Percent: Select the voucher template to use; click on OK and enter the amount of the general journal Option Amount: Select the voucher template to use; c...