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”

Job ID is given by the system
Enter a description

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

Click “Run”
and “OK”

· Data are created in the staging table

Step2: Import data to the target

Click “Copy data to target”

Select Job ID used above
Click “OK”

Click “Run”

Click “OK”

· Records are created

Create a processing group for positions with the DIEF

May 13, 2017May 13, 2017 / ankitsonidynamicsax / Leave a comment

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

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

Setup the Processing group – Option CSV file

Access: Data Import Export Framework > Common > Processing group

Click “New” and enter a name and a description

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

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

Click “Generate sample file”

A csv file is open and contains all the fields selected above

Click “Finish”

Complete the file with all the positions you want to import and add the path to the processing group.

Click “Generate source mapping”

Click “Validate”

The processing group is now created and can be use to import data.

Remark: If the report to position refer to positions include in the same file, you will need to import twice the file:

First round to create all positions
Second round to assign the report to position

Dynamics Excel Add-In

May 13, 2017 / ankitsonidynamicsax / Leave a comment

This article presents an example of the Excel Add In utility in Dynamics AX 2012

Step 1: Identify the table in Dynamics AX

Open the table you want to use in Excel Add In
Right click > Personalize

Note the table name

Step 2: Import the table in Excel

Open Excel and go to the Dynamics AX tab
Click “Connexion”
Select the company

Click “Add data”
Select “Add table”

Retreive the table and add it to the Selected table area

Select option “Create worksheets”
Click “OK”

Table is open in Excel:
Key fields are automatically selected

Add column:
Double click to add a column

Step 3: Refresh the data of the table

Close the “Field Chooser” bar
Click inside the table
Click “Refresh All” > “Refresh Current”

All the data from Dynamics AX are loaded in the Excel file

Step 4: Update or create a new record

You can now update the data:

for example the description

And load the updated data into Dynamics Ax

Click “Publish” > “Publish selected” to publish only the current worksheet

Once the data are published, a new sheet is created with the details of the import status

Check in Dynamics AX: the table has been updated

Or you can add a new record:

Create a new line in the excel table
Populate all the fields

Click “Publish all”

Remark: If there is an error (a code does not exist for example), the error will be describe in the status report and the record is not imported.

Check in Dynamics AX: new record has been created

Setup Document management

May 13, 2017 / ankitsonidynamicsax / Leave a comment

This article describes how to setup document type in Dynamics AX 2012 and how to transfer data stored in Dynamics AX tables into documents of different types like Word, Excel… You can use document type if you have to export data from an invoice, journal or other form into a document with standard text. To illustrate the setup, I will create a word document, linked to the free text invoice.

1/ Prerequisites

User setup

Access: Files > Tools > Options > General tab

Go to the user option to allow the use of document handling: select “Document handling active”
Select “Show attachment status” to highlight the “Attachment button when a document is attached to the record (invoice, journal, …)

General setup

Access: Organization administration > Setup > Document management > Document managment parameters

In tab General: in the Archive directory field, enter the path to the archive directory.
In tab Number sequences: select the number sequence code to use for naming your documents

2/ Create a new document type linked to a document template

Step 1: Create a word template

Create a word document with the format: “Microsoft word template”
In the place where you want variable datas, you need to insert a bookmark. The bookmarks will be linked to Dynamics AX. Example, I want to display the invoice number, or the invoice date, …

Step 2: Create a new document type

Access: Organization administration > Setup > Document management > Document types

Create a new type and name it.
Choose the class. In this example, I choose : “Microsoft Word document”.
Set up the “Archive directory” (this is where the created documents are stored).
In the remove field, you can choose between two options : remove document only or remove document and physical file.

Click on “Option”
On the Overview tab, in the column “Table”, select the table which the needed data primarily depend with the document template. In my example, I choose the table from the customer free text invoice.

In the field “Template file”, select the word document template to use.

Go to the “Field” tab
In this form, select all the data you want to display in the word document.
To create a new line : Ctrl + N
To delete a line : Alt + F9

For each line, enter in the column “Bookmark” the same name that you put in the template (word document).

You need to have exactly the same number of bookmarks in the word document and in the dynamics AX setup.
Remark : if you want to use a specific value several times, you have to create a new bookmark in Dynamics AX and in Word, because you can only use a Dynamics AX bookmark with one Word bookmark.

3/ Use a document type

Access: File > Command > Document handling

Go to the the form which uses the primary table of the document type that you just created. In my example : All free text invoices form
Select a line
Click on the “Attachment” button or go to Files > Command > Document handling

Click on “New” and select the document type.

Dynamics AX creates a new document : one new line in the document handling form and a word document.
You can add description in the document handling form if needed.

When you go to the word document, you can see the datas from the free text invoice.

Remark : If you don’t know the name of the table. Go to the form (example free text invoice form). Select a record, make a right click and select “Personalize”. In this screen, you can find the name of the table.

AX – Create an auto-report

May 10, 2017May 10, 2017 / ankitsonidynamicsax / Leave a comment

Auto-reports are preconfigured reports that you can generate in Microsoft Dynamics AX 2012. You can create and save a custom auto-report that can be reused later.

For example, I want to print all the closed transactions with the settlement reference for the main account 471000.

Access to the form: General Ledger > Common > Main account > select the main account and click “Posted”