Create a processing group for positions with the DIEF

This article describes how to create a processing group to import positions with the DIEF in Dynamics AX 2012

Position

Access: Human Resources > Common > Organization > Positions > Positions

I need to import:

  • Position
  • Description
  • Report to position
  • Assignment date

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Note: The “Report to position” in the DIEF is created via the Relationship. That why you need to setup to fields with value Hierarchy name+Position Id

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Setup the Processing group – Option CSV file

Access: Data Import Export Framework > Common > Processing group

  • Click “New” and enter a name and a description

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  • Click “Entities”
  • Select Entity = Positions
  • Format = CSV
  • Select the two options

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  • Click “Generate source file”: the wizard form is open
  • Click “Next”
  • Select the fields below
    • Position = Position Id
    • Description = Description
    • Report to position = HcmPositionHierechy_ParentPositionId and HcmPositionHiearchyType_Name
    • Assignment date = HcmPositionDuration_ValidFrom

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  • Click “Generate sample file”

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Import data with the DIEF

This article describes how to import data with the DIEF in Dynamics AX 2012

Step1: Import the file in the staging table

Access: Data Import Export Framework > Common > Processing group

  • Click “Get staging data”

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  • Job ID is given by the system
  • Enter a description

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  • Click “OK”
  • Click “Preview” to check if information are correct

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  • Click “Run”
  • and “OK”

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  • · Data are created in the staging table

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Setup Procurement workflow

This article describes how to setup a procurement workflow. You can setup a workflow at the header level or at the line level (each line need an approval). If you setup the workflow at the line level, the PR is processed only when all the lines are approved.

Workflow at the header level

Access: Procurement and sourcing > Setup > Procurement and sourcing workflows

  • Click “New”
  • Select workflow type = “Purchase requisition review”
  • Click “Create workflow”

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  • Add an approval element and linked it to the Start and the End

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  • You can add a Review task before the approval

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  • Complete all the elements with:
    • Notification
    • Assignment
    • Conditions…

Once the workflow is ready and the Error pan empty, click “Save and close” and active the workflow

 

Workflow at the line level

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Create a Purchase requisition

The objective of this article is to describe how to create and submit a Purchase requisition in Dynamics AX 2012.

You can create a purchase requisitions for products that your organization uses. A purchase requisition is an internal document that authorizes the purchasing department to buy items or services. To be able to create a purchase requisition, a workflow has to be setup.

 

Create a Purchase Requisition

Access: Procurement and sourcing > Common > Purchase Requisitions > All purchase Requisitions

  • Click New

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  • Enter a description
  • Select the Requested date

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The PR line form is opened

  • Select a Reason (the reason can be setup as mandatory in the purchase policy)

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Create the line with option “Add item”

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Setup Ageing period definition

This article describes how to set up ageing period definition in Dynamics AX 2012.

You can use aging period definitions to analyze the maturity of customer accounts and vendor accounts, based on a date that you enter. Each ageing period that you set up for the ageing period definition corresponds to a column on the list page or in the form or report when the analysis is performed. In Accounts receivable, ageing period definitions are also used to define customer ageing snapshots (ageing indicator are used in the collection form and not in the report).

You can setup several ageing period definition, but each period definition can only have 6 columns

Ageing period definition set up

Access:

  • Accounts receivable > Setup > Collections > Ageing period definitions
  • Accounts payable > Setup > Statistics > Ageing period definition

Create an Ageing period definition: display NYD, Current, 0-30, 31-60, 61-30, 91+

  • Click [New]
  • Enter a Ageing period definition name: Aged_Trial_Balance
  • Enter a description: example Ageing Not Yet Due to 90+ Days
  • In the periods, create a first period with
    • Period = Not yet due
    • Unit = 999
    • Interval = Unlimited
    • Select an ageing indicator
  • Create the second period
    • Period = Current
    • Unit = 0
    • Interval = Day
    • Select an ageing indicator
  • Create the third period: this period includes invoices due from current to -30days
    • Period = 1-30 days
    • Unit = -30
    • Interval = Day
    • Select an ageing indicator
  • Create the fourth period: this period includes invoices due from -31 days to -60 days
    • Period = 31-60 days
    • Unit = -30
    • Interval = Day
    • Select an ageing indicator
  • Create the fifth period: this period includes invoices due from -61 days to -90 days
    • Period = 61-90 days
    • Unit = -30
    • Interval = Day
    • Select an ageing indicator
  • Create the last period: this period includes invoices due from -91 days to unlimited
    • Period = 91+ days
    • Unit = -999
    • Interval = UnlimitedSelect an ageing indicator
  • Select printing direction = Backward

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Example in Accounts receivable > Common > Collections > Collections

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Task recorder – Basic mode

This article describe how to use the new version of the tax recorder in Dynamics AX 2012 in basic mode.

The task recorder has two modes:

  • Basic mode: This mode generates a Word document and a video recording of the selected business processes in a predefined shared folder.
  • Advanced mode: Use this mode to record, upload, and share your business processes to Business process modeler in Lifecycle Services for Microsoft Dynamics AX. Advanced mode can generate a package file that can be uploaded to Business process modeler. The package file contains hierarchy, process, and Application Object Tree (AOT) metadata, and also task documents and videos.

Access to task recorder tool: File > Tools > Task recorder

Setup

Go to Settings > Parameters

  • Select the file path for recording the documents generated
  • Select the Template to use for the word documents

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When you use the task recorder in the basic mode, the setup can be done per default the first time you click on “Start”:

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Use task recorder

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Add signing policy to a workflow hierarchy

This article describes how to setup a workflow based on a hierarchy with signing limit in Dynamics AX 2012. Please read the article “Setup a workflow based on worker hierarchy”.

Example of the hierarchy I want to use :

Option A:

  • If Accountant 1 create an invoice with amount < 5000$, Senior accountant A has to approve the journal before the posting.
  • If Accountant 1 create an invoice with amount > 5000$, Senior accountant A has to approve the journal then Finance manager has to approve the journal before the posting

Option B

  • If Accountant 1 create an invoice with amount < 5000$, Senior accountant A has to approve the journal before the posting
  • If Accountant 1 create an invoice with amount > 5000$, Finance manager has to approve the journal before the posting

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