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Bringing copy company back [AX 2012]

Back in 2013 I wrote a blog post on how to duplicate a company. I basically summarised Microsoft's guide on MSDN. http://dynamicsnavax.blogspot.com.au/2013/07/duplicate-company-in-ax-2012.html The big issue with those steps are that it is very manual and can scare a lot of people. Imagine having to copy a company set up for 10 plus companies. This can be very tedious and time consuming. Plus there are some references that have to be set up manually like the journal names voucher series. So, why not automate. I have put my project on codeplex which you can download and use (READ here carefully). User guide Download the class from https://dax2012copycompany.codeplex.com/ under source codes tab Import it into your AOT Run the class NAVAX_CopyCompany – Right click Open. From company – Enter the from company id To company – Enter the new company id (if company doesn’t exit it will create it) Use record ID compression – RecIds are recreated and in sequence Release produc...

Dynamics AX 2012 Cumulative update 8 Install Explained

With the recent release of AX 2012 cumulative update 8 there has been some considerable changes to the installation. I will try explain a few of the major ones to consider. Before anything you must read the blog post from Microsoft: http://blogs.technet.com/b/dynamicsaxse/archive/2014/11/24/ax-2012-r3-cumulative-update-8-faq.aspx Download is available on LCS now. We are given 2 choices a slipstream and an update installer. When you run the update installer it will download actual installation files (application models/binary) at the time of installation and you are able to save it the end of the process. Below are screenshot of the About form. Notice the version number difference. Read the blog link for detail – it explains both versions.     Slipstream Update Installer     Below are screenshots of the models installed form. Notice how a slipstream (ie. New installation) contains a single SYP model. On the second screenshot notice how it has ins...

Management reporter - increasing performance

Thanks to a colleague of mine who had gone through this with a large data customer and Microsoft support. When using Management reporter try to separate the SQL instance from the AX database. This is because AX has the best practice of setting the max. degree of parallelisation in SQL server to 1. MR does not deal with this that well, it is recommended to leave it as the default value of 0. Since this setting is at server level. The only solution is to have 2 SQL server instances.

Import exchange rate from files [AX 2012]

Last year I showed how easy it was to extend the exchange rate provider framework by using Yahoo!’s currency web service. Open source Exchange rate provider on Codeplex [AX 2012] Now I will show how you can use the same framework to import from a folder. I didn’t want to modify the dialog for allowing a file. I wanted to have a low code foot print and decided to go with the folder import option. Lets see how it work. 1. Set up the Configure exchange rate providers form. You will see some key value pairs to used as parameters. They are self explanatory. 2. Drop the csv file in the Inbound folder. If it is successfully imported, it will move the complete folder. If it is failed to import, it will move to the failed folder. 3. Run the import. It is not completely respecting the parameters. I haven’t coded that yet. But you get the idea. Once again, I xpo is available on codeplex as a patch. https://www.codeplex.com/Download?ProjectName=ax2012exchangerateproviders&Down...

Data import export framework cleanup job explained [AX 2012]

Data import export framework has a clean up job in periodic menu. I hardly see people running it to clean up old staging table data. One thing people are worried about is deleting something that may not have been processed. Below are the conditions for the status.

Change tracking [AX 2013 R3]

I came across this last week http://www.k3technical.com/change-tracking-in-ax2012-r3/ Great blog post talking about change tracking in AX 2012 R3. I decided to give it a go and see how to leverage it for an integration project I am working on. When you run the first job, you enable database tracking. In here you can define a retention period and if it should clean up automatically. The next piece is to enable change tracking on the table. Related tables get triggers to update the parent to tell it there was a change. A change tracking version is maintained in AX. Every time you reset a new version is inserted. If you run a basic select statement to see what is in change control. Below is the result. SELECT * FROM CHANGETABLE(CHANGES dbo.VendTable, 0) ct JOIN dbo.VendTable c ON c.AccountNum = ct.AccountNum; When you run the last job – returns a result set. This is actually a sql query that is run. SELECT * FROM CHANGETABLE(CHANGES dbo.VendTable, 0) ct JOIN db...

How to find out why a cube based report isn’t working [AX 2012]

Lets say the Vendor top 10 report is throwing an error and you find out that it is based of the OLAP. You are sure you have deployed your cube and it is working. Open up the report in visual studio and go to the datasets. You will see the data source is DynamicsAXOLAP and there is a query. Copy the query. Go to SQL management studio and create a new query (mdx query – by connecting to your cube database). Paste the query and change any parameters – in this case I changed the company and the date (hard coded it in the query). Then Execute the query – you should see a result at the bottom. You will see some of the reports are depended on multiple cubes. Even though you were not using the General ledger cube the report uses it to retrieve the dates.