List of DIMF avilable in AX7 \ Dynamics 365

 

List of DIMF available in AX7 \ Dynamics 365

 

In Dynamics 365 is more flexible to Ax2012, we have total 1967 entity for import the data to direct in the Table. it is cover mostly full Axapta table, even the process also very simple and impressive, you can direct import from form level.

 

 Click here for download the list of entity

 

 https://drive.google.com/file/d/0B-3nCySoSp-Ad0FlQkxoclVFdmM/view?usp=sharing

Hire the Employees and Earning Statement Process in Dynamics365

Hire the Employees and Earning Statement Process in Dynamics365

In earlier discussion, I explained how to create position in Dynaics365, now we discuss how to create the Employee and process the salary in Dynamics365.

To Create a employee, Go to Human resource and select the Employees.

Click on the new Employees and add the name of employee. Automated personal number allocate to employee on the basis of number sequence, enter the SSN number and Employment Start date.



We can assign the position later or same time. After tick on the ASSIGN POSITION, all blank position is available for allocation. We assign same position we created in previous blog.

In profile section we assign the basic details of the employee.

In personal section we assign the personal information of employee

We have different section for entering the different information. Other important part for salary is his/her Bank account number and disbursement detail. For that we click on bank account under the more information and enter the bank details.

After enter the bank detail, click on the bank account disbursement form and click on new.

For the detail of Benefit and benefit accrual. Click to add on benefit and benefit accrual form.

Click “New”

For enter the benefit accrual click on “Benefit Accrual” and enter the details.

For assign the compensation, click on the Compensation and enter the fixed compensation.

Enter the Fixed Compensation for annual, click on new and enter the annual fixed compensation for annual.

Monthly and hourly equivalent will be calculated accordingly.

Other important things for Salary Generation in Worker Tax region and Default Tax regions. For enter the tax regions detail go to payroll tab and click on worker tax regions.

Close the form and select the Default tax regions.

Now Click on the Earning Statement and Generate the Earning Statement.

After the completion of the process info log appears.

Create Position in Dynamics365 (AX7)

Create Position in Dynamics365 (AX7)

Today we are going to discuss the step of position creation. For creation for position

Go to Human Resource module Click on position.

 

 

Click on the position then create new Position and assign the job and activation date for Position. Please note that Position Id will be generated on the basis of the number sequence

 

 

 

 

 

 

 

 

For Ex:- I have assigned Position of Account Manager job and activate from 01^st Jan 2017 and click on the create position.

 

 

 

 

 

 

 

We can enter the Position detail. We will update the Department, Position Type, Compensation region, available for assignment.

 

 

 

 

 

 

 

 

 

For update hierarchy, we assign the report to position.

 

 

 

 

 

 

 

 

The most important part of position is payroll section. Please enter all the details.

 

 

 

 

 

 

 For the accounting prospective we enter the default Financial Dimensions for payroll.

 

 

 

 

 

 

 

 

 

 

 

 

This is the step for creation position in Dynamics365. Let me know if you have any doubt

 

 

 

Thanks

 

 

 

 

 

 

 

 

 

Vendor Invoice Process in Dynamics365

Vendor Invoice Process in Dynamic 365

In Dynamics 365 have simple process of create the vendor invoice.

Go to home pages and select the Vendor.

Click on the Purchase invoice.

In Dynamic 365, Base on your selection vendor is select for the invoice. for the Vendor Invoice Item Number , Quantity and Vendor invoice number is mandatory.

In Dynamics 365,Base on the vendor master setup tax code pick up automatic. you can change it your requirement and sale tax amount calculated base on the selection.

In Dynamic 365, You can Enter the discount in percent or amount.

For the check the posting we click on actions tab and click on preview posting.

It shows all the related transactions of different type.

For the GL entry click on 7.

Click on close and you can attach the document for the reference. for post the invoice click on post button

.

After the post you can take printout document or save it.

The preview of pdf document as follow.

Thanks

Kamal Kumar

Ph- 91-9996480619

View Posted Sale Invoice in Dynamics 365

View posted Sale Invoice in dynamics 365

Go to Dynamics 365 Home Page. Click on the Home and select the Sales.

There is different option for invoice and credit note for create new invoice click on the invoice tab. For the view the posted sale invoice click on the posted sale invoice

.

Every Columns have option to filter, you can sort and pass criteria according your requirement,

Click on view and Check the Sale order. you can reprint also.

.

Thanks

Kamal Kumar

Ph-9996480619

Create Sale Order in Dynamics 365

Create Sale Order in Dynamics 365

In Dynamics 365 have very simple step for Create the Sale order.

User left click on "New - Sales Order - Dynamics 365 for Financials (window)" in "New - Sales Order - Dynamics 365 for Financials

Enter the require Detail

New - Sales Order - S-ORD101007 ∙ Litware, Inc. - Dynamics 365 for Financials (window)" in "New - Sales Order - S-ORD101007

Enter the Number of Item is 10 and base of item Setup Total Amount and Sale Tax automatic pic in the Sale Order.

Cross Check all the detail like sale  tax amount and shipping address,post and print.

Printed Sale Order invoice and save in PDF format.

Chart of Account & Main Account in Axapta R3

                          Create Chart of Account in Axapta

In an organisation COA is first and most important things.To find out the Actual financial Statement we create Set of Account (COA). At the time of creation of COA we consider all the possibility and different subdiaries companies Account. 

We can use same COA in Different Company or use different COA in the Different Compnay.In the COA we mention all the main account.



Create the chart of accounts in the Chart of accounts form. Use the Main accounts - chart of accounts: %1 form to set up main accounts in each category, and include gaps between the accounts so that you can insert new main accounts, as needed. Main accounts in the same category have similar account numbers, and often have header and total lines that allow for easier identification and aggregation of the account category.

Same Main Account we can use for the Management Reporter

For Create COA , Please following Step.

Go to General Ledger--> Setup-->Chart of Account-->Chart of Account

Enter the Code of COA

Enter the Description of COA

Click on New

Enter the Detail of Main Account

Detail of Main Account Form

Save and close the Form.

After the link of COA we go to link the Legal Entity and COA

We go to General Ledger --> Setup-->Ledger

Thanks

Kamal Kumar

Ph- +91-9996480619

Email-kamalkumarax@gmail.com

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Vendor Customer Relationship in AX 2012

Create a Vendor /customer in Axapta 2012 and the relationship of vendor and customer.
Today we will have a discussion on how to create vendors and customers in AX2012. In some organizations, we purchase some material from our vendors and the same vendor is treated as a customer. AX provides a relationship between the Vendor and the Customer. For the creation of vendor/customer, follow this step. We create a Heaven Enterprise party and create customer vendor relationship.
Home->Common->Global address book
On the left hand, side there is there an option for party, customer, and vendor. If you want to create a vendor, click on vendor or if you want to create Customer click on customer.

We are clicking the Party and entering the details of Heaven Enterprise their address and other misc. details.

Click on the customer in the active pane. After that this party will be treated as our customer and the system will allocate a customer no.

In above system allocation the customer no is –US_SI_0138. You can enter misc details of customer like the terms of payment, method of payment, credit and collection and close it.

After that click on vendor and you follow the same process, enter the misc. details, and close it.
On the right side, there is role detail box, which shows the party details with the vendor and customer no.
We follow this process in AX to create a vendor and customer. When you enter the voucher it also shows the customer/vendor relationship balance like the picture below.
In the customer balance:

In the vendor balance:


Thanking you