Ax 2012 R3 Delete Dependent Entities for a Processing Group and Try Again

As a part of the Dynamics 365 2021 Release wave 1 at that place were some really absurd features for Supply Concatenation Management. I've created 3 Podcast entries with automated reading if you want the details, but I'd thought a summary of the highlights would also exist dainty.

Dynamics 365 Supply Chain Management, 2021 Release wave ane notes (1/3) – Dynamics Podcast
Dynamics 365 Supply Chain Management, 2021 Release wave 1 notes (2/iii) – Dynamics Podcast
Dynamics 365 Supply Chain Management, 2021 Release wave 1 notes (3/three) – Dynamics Podcast

Product Information Management

This module get some improvements based on some left overs from the Engineering Change Direction module. At present y'all can add processes and requirements to products before they are ready to be used. Either automated control of fields or check-lists and workflows for approval of items.

There volition also be better functionality in sharing items across multiple legal entities.

Planning

The work on getting parity of Planning optimization service to the MRP functionality continues. This version sees a lot more functions added. In that location is yet a way to go, but we're getting in that location. One time this is in parity, I would believe that we'll se some great new functionality added using ML and other connected data sources.

Inventory and Logistics

Landed price is a functionality to better calculate and handle costs of complex and long running transport of entering goods. The functionality will let you plan and execute processes regarding import of goods and really add the right cost to the items based on this action.

A make new Warehouse mobile app was announced to exist available for preview in February 2021!

Rebate management will let users far better handle rebates and royalty processes.

Inventory visibility is a cloud service that let you betrayal inventory condition from your solution along side aggregated information from your up or downstream supply chain in a hyper scalable web service. Peachy for scenarios where yous want to expose inventory status to partners and customers in the supply chain without overloading your arrangement.

Edge functionality through deject and local scaling units for warehouse work processing gives a distributed architecture for this procedure to handle problems around unstable connections and latency.

Global inventory accounting add-in gives the opportunity to drive multiple costing models for inventory. Now y'all tin use standard cost accounting for global supply concatenation status and FIFO for local accounting and regulatory back up on the same production.

Manufacturing

New production floor terminal with a mod looking UI that as well will support facial recognition of the users for identification!

The terminals will also be able to run in a distributed architecture both on on deject and edge scaling units to handle issues similar unstable connections and latency.

Asset management

Information technology will be possible to beak customers for maintenance work soon.

There will be improvements to piece of work planning with worker groupings and accumulated counter values are introduced.

Track asset health, state and usage through IoT connectivity.

These plans are continuously updated and many of the features are set to become GA (General availability) in Apr already. I'm expecting to meet even more features being added to this list.

Accept a heed to the iii role Podcast serial on this topic for the in depth overview and get to the roadmap site to become the total story.

Product Roadmap | Microsoft Dynamics 365

Moving data from one company to another has been pretty taxing ever since we of a sudden were faced with the missing "Indistinguishable" feature when start diving into Dynamics AX 2012.
For a while, we've been using the Data import export framework (DIEF) to export entities and import them back into other companies. That worked adequately good, merely at present with the Microsoft Dynamics 365 for Finance and Operations, Enterprise edition Platform update 11 nosotros take a solution for copying straight between legal entities within a solution.
I tried the concept out on a very superficial setup as there are A LOT of parameters and entities to configure and stack in the right order. I haven't been able to exercise a total implementation of it to test it out in a proper scenario, but at least the concepts are looking to be working.

Information technology can be used for copying a visitor to some other and starting with a fresh sheet as well equally making a form of virtual data substitution. This solution tin can be fix to piece of work both ways.

Here goes…

Go to the Data Management Workspace.

Select the "Copy into legal entity".

Select a source legal entity and the target legal entities. Yes, you can copy to MULTIPLE companies from ane legal entity.

Add the desired entities either multiple or ane by one.

The large job is now to re-adapt the different entities so that the dependent ones are read in start. You tin can create Execution units and levels within these and then do a resequencing. I didn't practise that in this instance and did come across some dependencies later on, but it didn't really matter for my exploration.

I would also guess that this will be things that tin exist copied in or templated, as in that location is a template pick (maybe in LCS). There would probably be something that someone would make and share once it is first done.

After this setup, I ran the import.

Once the grade was refreshed a couple of times, information technology finished…
…with some errors and dependencies that were missing.
So I looked at the staging data and quickly constitute that I was missing an entity. I added it and ran it once again.

That did it. A successful re-create of information from one legal entity Straight to another. Lovely!

Making certain tasks are performed by the correct person at the correct time is always a hassle and nosotros've got MANY places where one could organize these types of things and some are more convenient then others. I wrote about the Data Validation Checklist a few days agone and that gave us a great tooling when it comes to running through setup and effectively navigate and keep rails of the process. The nice feature of that being that yous could easily navigate to the task equally you lot could acquaintance a job with a menu item and get right to where you lot needed to be to perform the chore.

In the latest release of Dynamics 365 for Finance and Operations, Enterprise Edition we've also got a new "Business processes solution" from the HR product team which is pretty similar in nature, just has some extra features that you might similar. Information technology even got THREE piece of work centers, which is rather superfluous and could be solved with only one with a filter office.

It is obviously meant to comprehend Payroll and HCM processes, only can basically be used for the same thing as the Data Validation Checklist (meaning all menu objects linked to a task can be reached). The difference being that it is not global in the solution when executing and tracking the tasks, merely information technology is however have a personal user view and you can have a due date and offset deadlines on each tasks based on that. You are also able to execute the process multiple times.

Let us take a expect at how this new feature works, how to set it upwards and and then await at executing and tracking tasks.

Setting it up

one. Create a template

A template is a set of tasks that are to be triggered at a given time. Different tasks are then distributed based on the Assigned worker with a deadline outset to the target date.

First you create a new task. I'm creating a "Montly inventory shut" business process as an example. In the Contoso demo data there is an HR Audit.

Input a proper noun, description, template owner and calendar. The template possessor will be able to create new tasks afterwards the procedure has been triggered in add-on to the existing template tasks. The calendar will assistance showtime chore deadlines and just focus on bodily open business days.

The "Process type" is always ready to the module you lot launch it from. I would assume that there will be other modules supported in the future.

2. Create tasks

One time the template is saved y'all can create the tasks.

Create a name, description, Assigned worker, contact person, offset date and a task link. Note that a task can be optional.

Task links can exist either a menu detail or a URL.

The instructions is a overnice rich text editor that works very well.

Repeat the process until yous have your complete business process.

Execution and tracking

Once a template is create it is and so triggered for execution by clicking "Start Process" in the action menu.

Once the process is started the organisation will create a business procedure instance with gear up of task for each task in the template. The status will be set to "in progress". A Business process case can have different statuses ("Non Started", "In progress", "Completed" and "Canceled") and y'all can trigger multiple instances of templates and take them running at the same time.

Anyone tin view the ongoing processes in the "Business concern processes for HR/Payroll" work space which has a filter for each procedure type and has the all and overdue listing, while the "My business concern processes" work space simply shows the users tasks and the templates their responsible for.

It is as well possible to create new tasks for a running business process and one can create bare templates and just fill them in as you please.

The users will be able to view their assigned tasks in the "My Business Processes" work space. They can view details, change status (In progress, Completed, Canceled) and reassign the task to other workers.

Once all tasks are completed the concern process instance is nevertheless set to "in progress" and you would have to mark the instance and click the "edit" button where you could change the status of the business process example to consummate.

Summary

All in all a good starting time feature release, simply I would promise that they would move a flake closer to how other features are adult. I mean that they take relied besides much on the work centers for access to data, where the work centers are used instead of characteristic oriented forms. I couldn't easily find a class that showed me all tasks except in the work centers. They should quickly remove two of the work centers and add a possibility to navigate to a class instead. Also a related links in the work spaces to get to the configuration and some statistics for each task would be preferable…

I'm as well missing some features that I hope will exist implemented in the future. Like task dependencies and too a more role based approach among other things. Assigning templates to defaulted workers could give some headache and is a killer when moving between companies.

I am hoping this will in time also bleed in to the other task handling systems in the solution like the case management and more.

In the latest release of Dynamics 365 for Finance and Operations, Enterprise Edition there is now a check list characteristic for creating new setup in the system. Information technology lets you enter a ready of tasks inside a configuration area and adhere a menu item link for each chore. Then y'all select the companies that this falls under and the task is then duplicated for each visitor and you lot can select the performing user for each item company job.

I noticed the feature as it has its own Workspace and it isn't to hard to understand, so let me run you through it real quick.

Opening upwardly the workspace you're faced with a page which shows you a chore overview for a given DVC project.

If you lot tick the Projection dropdown in the Contoso demo database at that place is already a project present which clearly shows the intent of the solution, only I'll create one from scratch to run yous through it.

Setting it upwardly

1. Create a new DVC Project

You lot create a new and tin re-create from an existing project and select what data you want copied.

Roll all the way to the correct in the workspace and click the "Configure data validation project" link in the "Related links".

2. Create Chore areas

Get-go create the Job Areas y'all need. Annotation that the Chore Areas are global and shared between all projects. You can create multiple areas for different processes, only all will announced in this list somewhen.

3. Select your Legal entities

Select the required legal entities you want to configure. You lot tin can practice this later also.

4. Create your task

Add a task clarification, so a job area and select your menu item from the drop downward tree.

The display order volition let you reorganize your tasks subsequently. You can have as many numbers as you desire (pretty much). It will sort numerically, then 20 comes before 100. If you want to have a 2, twenty, 200 type hierarchy… Information technology won't piece of work.

5. Assign resource

If you've added companies y'all can attach an employee to the task for each company selected for the Project

six. Add together an zipper

You can add attachments for each visitor task. This is smashing for spreadsheets of data or other type of documents that shows what information to control against. Just click the Attachments action bill of fare item. Once attached the binder icon will prove upwards (green arrow).

You tin add any type of attachement that is defined in the document blazon settings. Simply click new and add together it.

That basically covers the setup.

Using it

Using the characteristic every bit an terminate user isn't all that intuitive. I would beloved to meet these tasks be created every bit other full general tasks in the system and the user tin can work with them as whatsoever other task. I couldn't notice out how, so if y'all do… delight let me know.

ane. Set to "in progress"

You would have to go to the task and click "Edit Task". That opens up a dialogue box where you can select a individual company chore (even if it already had that context from the table) and fix a new status on it.

You can select an "Assigned to" person when doing this if information technology is not already assigned.

After changing the status to "In progress" for the company y'all would click the task proper noun. This will open the assigned menu item and the person tin perform the piece of work.

2. Shut the task

Subsequently completing the task the person can either assign a new person for control purposes or shut the task. The aforementioned procedure every bit earlier volition be used and select "Completed".

The overview screen volition update with the completed and in progress statuses and you'll have a nice overview of the progression.

I think this is an awesome feature that is pretty handy to have on board and I believe that information technology volition be improved slightly over time to exist more than user friendly.

I'1000 hoping for a "my tasks" view, only you lot could of cause create that yourself.

Have a super time setting upwards that new company!

Going to a briefing might look like a plush thing with attendance, travel and hotel expenses equally well as being away from work with other covering the work load and missed opportunities.

However in n my experience it is what yous make of it yourself. Sending someone that is hungry for information and is willing to strike upward a chat with a stranger will give you great benefits from joining a conference like Acme. In fact I would debate that information technology pays of many times over if you have advantage of the opportunities.

Resource at the conference

The many sessions should requite yous a lot of new information and inspiration to practice more than. Speakers will nigh likely have Q&A and hope you volition interact with them. They as well remain after their sessions so you lot can inquire them one to one or give you lot their contact information, so you can get in contact with them after the conference. Use them! They want to assistance.

Summit has a agglomeration of other interaction events like round tables and let's you hook up with other customers or partners for a talk through their portals or through different chapters. I know that Mike Ehrenberg and the residual of the executives had many sessions with customers to get direct feedback. That is a MAJOR opportunity to straight influence the direction of the product.

SummitEMEA2017MVP — The MVPs at the AXUG Medic station

The MVPs that where stationed at the Medics desk and we didn't actually see that much traffic, but for those who came to take their questions answered got good help. I had a very overnice lady that came back twenty-four hours after day, going back to her co-workers each mean solar day for more than questions that needed answering and returning for a new round.

After a briefing day

Many of the implementation partners and most larger ISVs have social events with their customers and other partners. This is a great style to tie closer bonds with them and talk near the products.
I observed one customer go half an hr with ane of the Microsoft program managers to get the very all-time answers to future strategies on warehouse management implementations for the business. That is some dandy value and probably covered the travel in itself.

Also the bar at the hotel (if yous selected 1 of the hotels suggested past the event) will probably let you arrive contact with some other attendees in a social setting.

Lesser line

Utilise fourth dimension to join the sessions yous find interesting, but also find time to roam the ISV booths. Interact with other attendees, strike up a chat and exchange business cards. Join the user group events and get to know other partners and users by beingness social and open to run into new people. Yous'll get your moneys worth!

Check out my travel experience and some ISV interviews hither:

If you lot have a suggestion for improvement or changes for Dynamics yous tin go to the new Ideas page and go to know the solution better. You lot can likewise go here to browse suggestions and vote them up to become the improvements that are of import to You up on the agenda. This is a preliminary work list that really makes it to the production. So become get your voice heard and make the application motility in your direction.

The awesomeness of the HTML5 client is apparent, but it might be even clearer if you know a bit on how the URL parameters work every bit well. These can exist used to further heighten your user experience and extend the usage of the web client.

URL parameters are additional commands you tin can send in the URL and tin exist used to affect the way the web application works. It is placed at the finish of the URL cord later on the ? (question mark) grapheme and each parameter is separated by an & (and) character. The parameter can be given an attribute or value and that is separated by the = (equals) graphic symbol. Giving you lot a structure like and then:

https://site.domain.com/page.format?parameter1=attribute&parameter2=value...

Let's dive in!

cmp=[legal entity]

You can set a default company that the user defaults to at User Options > Preferences > Startup > Company . Use this URL parameter to override this and directly access a legal entity. If yous use many companies it volition exist easy to create shortcuts for each company for quick access.
Note: This parameter is visualized past default in the URL.

lng=[language]

You tin set up a default user language under User Options > Preferences > Language and country/region preferences > Linguistic communication. Yet if you similar to open the solution in another language, use this URL parameter. Smashing if you're doing user training and back up, work with dissimilar companies in their native languages or if you are doing a demo.

mi=[menuItem]

Use this to become directly to any of the forms in the solution. Based on your user settings you lot either go to DefaultDashboard, SystemAdministrationWorkspace, EssentialsDashboard or HcmEmployeeSelfServiceWorkspace. This tin can accept you to whatever for like SalesTable, CustTable and so on…
Note: This parameter is visualized by default in the URL and it is piece of cake to copy it for future use.

hideSplash=true

Want to skip the splash screen? Use that. Looks like it shaves of a millisecond or two, so information technology isn't that much faster. It does however wait slightly cleaner from my standpoint.

theme=[ThemeID]

The theme ID is the number of the colour palette given in the user setup. This is awesome when combined with the "cmp" URL parameter. Gives you lot a sense of what company you lot've launched, but exist aware that yous tin can change company at any time.

limitednav=true

If you're afraid you might accidentally navigate to a form you shouldn't exist in, you can apply the "limitednav" URL parameter to minimize this risk. This parameter takes all navigation possibilities away.

density={21,thirty}

Working on both tablet and on a figurer? There are ii different types of grid density in the solution. High(21) and depression(xxx). Select your pixel density past using this URL parameter. This is the aforementioned as selecting a dissimilar filigree density in the user options.
Example: &density=21 is all-time suited for desktop and &density=30 is best suited for tablet/touch.

prt=[partitionID]

If y'all have a solution that is partitioned you lot can apply this to quickly going to the right 1. The characteristic is deprecated, but still works. For instance the Contoso database Public sector sectionalization can exist accessed past writing: prt=ps. You tin get an overview of the sectionalization by entering f=PartitionAdministration (replacing the mi parameter). Note that partitions have their own user access, and so you would initially access it with the system master user. Thanks to Ievgen for pointing this out.

f=[formName]

Some forms doesn't accept carte du jour items. Like "SysTableBrowser" *, "jmgClock", "WHSWorkExecute" and "jmgWorkPlanner". These are some forms that are in the system, but isn't accessible through the menus. This replaces the "mi" parameter.

* Requires as well to use the parameter tableName=[TableID]

q=[queryString]

If you lot actuate the "URL manipulation" parameter under your User settings > Preferences, you'll find that when doing a filter or record lookup you lot'll become a query string directly in your URL. I assume that this is the query string that is created by the deep links generator. This is described in the Operations Wiki.
https://ax.help.dynamics.com/en/wiki/how-to-create-and-use-deep-links/

Mode={trial,mobile}

The mode selector does access features that you might otherwise non have access to. The "trial" attribute starts a trial experience and the "mobile" attribute gives the user admission to the mobile application builder characteristic.

debug=develop

This gives you lot the opportunity to debug the awarding direct in the web client. It gives you a little indicator correct next to the legal entity (company) selector on the pinnacle menu bar and clicking it gives you details on the client performance.

That is the list so far. This will give to the opportunity to create direct access to the grade and information you demand speedily and give a better user experience. I can see great benefit in a multi company solutions.
What URL parameters do you know about that isn't on this list?

I but got my re-create of the new Scott Hamilton book! Look at how happy I am!

It is an in-depth master piece that covers all the functionality from the nuts to the avant-garde. Organized and written in a way that everyone with basic cognition of the discipline affair and ERP tin can assimilate it. Information technology covers all the dissimilar type of manufacturing scenarios (Detached, Project, Procedure and Lean) and has a great bargain of case studies that are informative and might even solve many of your known and unknown bug.

This is the go-to book for any company that is using Master planning functionality. If y'all're a customer, user or partner of Dynamics AX2012 or Dynamics 365 for Operations, then you should get get this volume ASAP. You'll probably relieve the price after the second affiliate (As the first is the introduction)…

Information technology will deepen the understanding of the features for people that are already up and running on the organization also as piece of work as a reference guide. And it is a slap-up companion and a must-read to people doing an implementation or want to simply learn the solution.

Go become your copy either physical or electronically at present!
https://www.amazon.com/dp/099730717X

Also read some of Scotts latest posts on MSDynamicsWorld.com for more info:

Master Planning in Manufacturing using Microsoft Dynamics 365 for Operations or AX 2012 R3
Model SCM Decision Making for Purchased Material using Microsoft Dynamics 365 for Operations
Models of SCM decision making using Microsoft Dynamics 365 for Operations
SCM Conclusion Making for Manufactured Items using Microsoft Dynamics 365 for Operations

As there are many time and attendance solutions that have specialized terminal equipment available, the Dynamics AX solutions might seem like a pace back in user friendliness. A way to improve the experience for end users is to launch the last window direct when the terminal is turned on, so they don't need to launch the window separately.

Dynamics 365 for Operations

For Dynamics 365 for Operations it is easy to just launch the URL with the right attributes in the browser to full screen. Utilize either mi=JmgRegistrationJobQueue for the job menu terminal or mi=JmgRegistrationTouch for the job card device and add together &limitednav=true on the end to restrict navigation access.
Go to the terminal setup (Production control > Setup > Manufacturing Execution > Configure task card Terminal or Configure job card for Devices) and add the user to log in direct. On the concluding y'all can turn off the "prompt for production area" to further limit the interaction.
Put the shortcut in the windows "Start upwards" folder. An example of the shortcut could be:

                chrome.exe --start-fullscreen                                --app=https://[yourURL]/&cmp=[Company]&mi=JmgRegistrationTouch&limitednav=true

Dynamics AX 2012

When it comes to AX 2012 you can do this by using the .axc files in combination with an XML file to launch directly to the terminal window. I have fifty-fifty been able to exercise this in a Citrix surround.

Just use the ax32.exe startupCmd command and prompt an XML. Read Janet Blakes bloggpost to do this.

lewiscamedid.blogspot.com

Source: https://dyntips.com/