How do I restore user roles back to ‘factory settings’?

Recently I received this question: Do you know a quick way of restoring user roles to ‘factory settings’?

The way to do it would be to delete the modified layers of the security objects, so basically use Filter to auto accumulate all security Roles, then delete them, you will have to do this for all layers where security changes exist.  This will leave the SYS/SYP versions of the Roles and thereby bring them back to standard or ‘factory settings’.

In the AOT create a new project then open it.

 

Click on the filter button. 

 

This allows you to filter objects into your project.  Press Select then in the inquiry make sure the following information is entered.

 

Once entered click OK and the filter will add all Security Roles to your new project.  When finished select all (Ctrl+A) the Roles, right click, select delete, and AX will ask if you’re sure so don’t do it if not!

After this login to other layers with any security changes and delete them using the same project, no need to filter again!

 

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Why can’t I create an alert rule for a user who has access to the trigger?

When setting up an alert for a user who has access to the trigger, one may receive an infolog message saying ‘Insufficient rights for user <user>’ .

As it turns out the System User Role does not have access to all the needed tables in order for an alert to run.  A user needs access to the following tables in order for alerts to work (for a non-System Administrator).

NGPCodesTable_FR and InventFiscalLIFOGroup

By default a System User should be able to access and create alerts, however because of the absence of ‘read’ access to both tables, System users could not be alerted. This is a bug in most R1 and R2 cumulative updates.  Microsoft plans on resolving this in the R3 release!

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Task recorder not working?

When running task recorder in Dynamics AX 2012, do you receive an error noting that ‘Recording could not be initiated’?  This is most likely because the Default_Default node is not directly usable for recording, rather it is just a main node under which you may create actual recording nodes.

So if you are on the default node and click New node, it will create a recording node for you (note the different icon), to start recording.  See below:

It is also possible to import a node structure from excel, as described in the attached document, see below where I filled in a simple structure for sales and imported it.

After the import (note: when importing like this it is possible to create a structure with multilevel master nodes, each having recording nodes under them.  In order to enable the import hierarchy button one needs to set Task recorder to advanced mode.

When using the import method repeatedly on the same excel spreadsheet, it will just create a new node and you will now have two nodes with a structure under them.  If the old node is deleted all recordings in that node will also be deleted (in Task recorder) but remain in the specified folder.

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Getting detailed error information when an SSRS report fail printing

If you get the error below when printing a report in AX2012,

You can enable on remote errors by going to the SSRS server in SQL management studio and set the below property to TRUE,

- Carsten Glem

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Identifying the SSRS report name you need to modify

If you need to modify an SSRS report and you have problems identifying the actual name of the SSRS report (sometimes the code is so complex that it can be difficult to find out which SSRS report is actually printing), instead of digging into the code to find the SSRS report name that is used, you can just print the report to screen and then right click on the
report printout and chose Export/CSV, this will bring up the ‘Save As’ dialog, there you can  see the suggested file name, which reflects the name of the SSRS report name/design.

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Questionnaires in Vendor Portal

Dynamics AX2012 has a great feature allowing you to published pre-made questionnaires on the vendor portal.  This is a great asset in ascertaining vendor feedback and suitability.  They also can be used to obtain information about prospective vendors and products.

Before you can use a questionnaire, you must set up tests, questions, answers, and questionnaire measurements.  Those setups are straight forward and well documented, however you might have difficulty in publishing those questionnaire records on the vendor portal.

To do that you must do the following:

        1)      Add a relation to my AX users that will have access to the tests

        2)      Add Vendor’s Procurement categories.

        3)    Add Questionnaires to the procurement categories.

1) Under System administration>Common>users>users>Relations>External relations

 

2) Under Procurement and sourcing>Area page>Setup>Categories>Procurement categories  add vendors.

 

 

3) Under Procurement and sourcing/Area page/Setup/Categories/Procurement categories add the questionnaire and be sure to set the activity to ‘vendor management’ type.

 

 

View and execute the available questionnaires in the vendor portal.

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On a Financial Dimension set, we are getting deadlocks when we enable the “Update balance during the posting process”.

We ran into this issue when a client was using multiple scan guns for receiving product and they were all trying to update and post concurrently.  They were getting repeated deadlocks in the system.

A temporary solution would be to remove the ‘update balances during the posting process’ checkbox.  The deadlock issue will be resolved but there are some consequences that you need to be aware of.
(Forgive the quality of the following picture!)

When the dimension set balances are not updated automatically, there are transactions missing from the summary trial balance.  You will have to resort to rebuilding the balances on a scheduled batch several times a day.

A more permanent solution would be to load the Microsoft hotfix.  The hotfix for KB 2708448 is described as “When you enable “Update balance during the posting process” on Financial Dimension Set, we see the system getting deadlocks.”  This hotfix is not listed as included in CU3.

Contact us to discuss your needs today at  info@arbelatech.com

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Adding a new dimension to an existing account structure in Dynamics AX 2012

Microsoft Dynamics AX2012 allows adding a new dimension to an existing account structure. You have to do it in the same way as the initial set up of the financial dimensions.

Go to Company General Ledger -> Setup -> Financial dimensions -> Financial dimensions -> click “new” to create the new dimension (1)

Name the new dimension by clicking on financial dimension values (2).

You will also have to update your account structure.

Go to: General Ledger -> Setup -> Chart of Accounts -> Configure account structures. Choose the account structure you will work on and click the edit button. Validate the account structure after you finished the changes.

Our experience shows that adding a new dimension to an existing account structure can cause a lot of errors. The main reason for this is that existing transactions that are not closed are considered invalid after you made changes to the account structure. The error message looks like this:

“Changes have been made to combination xxx since the combination was last used. The combination must be re-validated to be used.”

The first step to solve the issue should be:

Re-validate the account structures for the affected account (s).

1. Click General Ledger -> Setup -> Chart of Accounts -> Configure Account Structure.

2. Select the Account Structure that affected account number is listed under.

3. Click Edit.

4. Click Validate.

5. Perform these steps for all account structures.

If that does not solve the problem Microsoft provides Hotfixes on the Partner Source Page.

You can go the Partner Source page -> Support -> Self Support -> Hotfixes

Here you will find Hotfixes for:

  • Run the foreign currency revaluation in Dynamics AX 2012. KB Article number: 2661912
  • Try to create a credit note for correction in Dynamics AX 2012. KB Article number: 2670940
  • Relieve or reverse a prior transaction after you make some changes to the account structure in Dynamics AX 2012. KB Article number: 2579342
  • Reverse a bank check for a payment journal in Dynamics AX 2012 KB Article number: 2713136

 

 

 

 

 

 

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Wish you had “Security Roles” in Dynamics AX 2009?

One of the major improvements released with Dynamics AX 2012 was the introduction of Role Based Security.  But as you are all aware, Dynamics AX 2009 doesn’t come with an initial set of user groups that is easy to use and has basic set up for an enterprise for a secure ERP access.

Arbela has leveraged the out-of-box security settings in Microsoft Dynamics AX 2012, known as “Role Based Security” to enable organizations running Microsoft Dynamics AX 2009 with this powerful feature through more than 80 predefined User Groups.  This capability will ease transition to future versions of Dynamics AX and also will reduce audit costs now and in the future.

This solution is ready for delivery and is compatible with Arbela Security Manager for Dynamics AX 2009.  Arbela users can easily view the access for these users groups and can also provide reports comparing these user groups.

To learn more about this exciting and powerful feature click on the link below to register for an upcoming webinar from Arbela Technologies.
https://attendee.gotowebinar.com/register/5634642298102905856
If you would like to be one of the first Dynamics AX 2009 customers who enjoy the value-added benefits of Arbela Security Management, please contact us at www.arbelatech.com.

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How to use Negative and Positive Days in Dynamics AX

When Dynamics AX master planning is rolled out to new users two of the settings that generate much confusion are “negative days” and “positive days”.  These two fields are found on the Master plan coverage group form.   It is important to understand these fields and tune them to your requirements in order to receive the results from the planning engine that you expect.   These fields are quite powerful and useful in that they control when in the future time line the planning engine will recommend purchases.

Let’s talk about Positive days first.  This field determines how far into the future the planning engine will consider current inventory to fulfill future demand.  For example; if you have insufficient inventory on hand today for a fast moving item that has short lead time (one week long) and you receive a sales order for that item with a delivery date far into the future (six months out), do you want to have the system consider that inventory for the sales order now and recommend a purchase?  You may not because any inventory available today will be long gone before it is required for the sales order and there is plenty of time to purchase when the requirement is closer.   If your positive day setting is greater than six months the system will not recommend that you purchase,  if the positive day setting is less than six months the system will generate a purchase.

This setting will also impact action messages.  Taking the same example from above and adding to that example sales order with a requirement one month from today and a matching purchase order with a just in time delivery for that sales order.  Do you want the system to generate an action message that recommends that the existing purchase order be increased to cover the sale which is six months away?   If the positive day setting is greater than six months the system will recommend that you increase the quantity on the existing purchase order.  If the positive day setting is less than six months the system will not generate such a message.

For ease of use I suggest a parameter setting of about 45 days.  In our example the system will not generate an action message to increase the quantity of the existing purchase order and will instead generate a future purchase one week before the requirement is due.

Let’s talk about negative days.   This setting determines how late we will allow this item to be.  Let’s say we have that same item with a sales order requirement due twenty one days from today.  We also have a purchase order providing plenty of inventory in the system with the receipt expected twenty four days from today.   Do we want the system to tell us to create a new purchase, or to allow the sales order to be late by three days and just use the existing purchase order?  If negative days is set to less than three the system will generate a new purchase and an action message suggesting that you expedite the current purchase order, the operator has a choice of doing either.  If the negative day parameter is set to greater than three the system will do nothing and assume that you will fill the sales order a few days late.  I recommend a setting of about less than three days.

Since these settings are controlled at a coverage group level and one size does not have to fit all, it is important to carefully analyze your items and their lead times.  You should categorize your items and group them into coverage groups so that the system will make the recommendations that you expect for each type of item.

 

 

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