Billing rules - Project management Microsoft Dynamics AX 2012

Billing rules - Project management Microsoft Dynamics AX

Hello Guys,

Hope all of you had blasting New Year celebrations! I wish you a very Happy New Year and hope all of us will make the whole year wonderful. In this post, I will describe the different billing rules used on project contract for project under project management and accounting for Microsoft Dynamics AX 2012 and Dynamics 365 for operations.

Types of billing rules

• Milestone
• Unit of delivery
• Progress
• Time and Material
• Fee

Here is the detail explanation for Milestone and Unit of delivery type of billing rule. I will cover Progress, Time and Material and Fee rules very soon.

• Milestone:

Use this billing rule, when the customer invoiced based on predefined milestone achieved.

Let us take example for this. Suppose you are software vendor and you have an agreement with the customer for software development worth 1,00,000.

Agreement is,

Milestone 1: Project start (FRD): 20 % payment (Advance) – 20,000

Milestone 2: Design and Analysis (FDD): 30% payment – 30,000

Milestone 3: Development: 30 % - 30,000

Milestone 4: GO Live, Project completion: 20 % - 20,000

Now, when project starts, requirement gathering (FRD), you raise the first invoice with the 20,000 as per first milestone achieved. Go to billing rule and mark the milestone as achieved. Create invoice proposal, show only achieved milestone to bill, and invoice to customer.

Second invoice, when milestone 2 design and analysis achieved

And so on over the period Milestone 3 and Milestone 4.

In this case, invoice amount is fix and the date mentioned for each milestone

Go through Billing Rule – Milestone Billing Project Management Dynamics AX for details information with example

• Unit of delivery

Use this billing rule, when the customer invoiced based on the quantity of item delivered.

Example: Assume you are manufacturer of corrugated box and deal with the packing company to deliver 10000 box of 12x12x12 inch size in next 4 month. Price for each box is 10.

Delivery Date	Pcs	Invoice Amount
30th January	3000	30000
20th Feb	2000	20000
30th March	3000	30000
30th April	2000	20000

Above is the schedule for delivery of pcs over the period of 4 months.

Now, First delivery of 3000 pcs completed. Update the status of item ready to invoice to 3000. Create invoice proposal, which will show the updated invoice amount. Create invoice and post.

In this case, suppose if for second delivery date only 1500 pcs are ready to delivery then update 1500 pcs as ready to invoice and create invoice proposal, which will allow invoicing on for 1500 pcs. This where this billing rule differ with Milestone based rule.

Same way for rest delivery schedule.

• Progress:

Use progress billing rule, when the customer invoiced based on the current stage of work progressed. i.e. percentage of work completed.

Go through Billing Rule – Progress billing project management Microsoft Dynamics AX 2012 for details information

• Time and Material
• Fee

Dynamics 365 User to employee relationship. (User relationship)

Dynamics 365 User to employee relationship. (User relationship)

In Dynamics 365 User relationship setup is little different than AX 2012, Let’s see how to do it.

1. Go to System administration > Users

Select User and click on user id. Below screen will open. It will show employee attached to the user in person field.

2. Now click on Maintain version button and click new.

Now, something odd here. New created line have set same person as in previous recode and even not editable.

3. So, Delete both the lines and refresh the page
4. Again, go to users form, select user and click on edit. Now Person field will be empty. Select the contact there.

That’s it done.

Créer une méthode de recherche à l'aide de table sur Dynamics AX 2012

Créer une méthode de recherche à l'aide de table sur Dynamics AX 2012

Beaucoup de temps il faut montrer le champ sur la recherche x ++ dans Dynamics AX 2012 qui n'est pas directement sur la table ou le champ de table. Dans ce cas, la méthode de tableau sera utile dans la recherche pour afficher des données relatives. Seul le problème est qu'il ne sera pas filtré.

Voici le code pour obtenir des données de la méthode de table dans la recherche.

recherche public vide ()
{
    Query qr = new Query ();
    QueryBuildDataSource qbds;
    QueryBuildDataSource qbdsJoin;
    QueryBuildRange qbr, qbr1;

    QueryRun qrun;
    SysTableLookup sysTableLookup = sysTableLookup :: newParameters (tableNum (ProjTable), ceci);
    ;
    qbds = qr.addDataSource (tableNum (ProjTable));
    qbds.joinMode (JoinMode :: InnerJoin);
    qbds.relations (true);
   
    sysTableLookup.addLookupfield (fieldNum (ProjTable, ProjId));
    sysTableLookup.addLookupfield (fieldNum (ProjTable, Nom));
    sysTableLookup.addLookupMethod (tableMethodStr (ProjTable, YourMethod));
    sysTableLookup.parmQuery (qr);
    sysTableLookup.performFormLookup ();

}

Méthode sur ProjTable
écran d'affichage public 20 YourMethod ()

 {
 // code
}


Cela vous a aidé ... !! Ensuite, appuyez sur les annonces sur la page ... :)

AOS service not staring due to EDT size error

Object Server 02:  Unexpected situation

More Information: Total field length cannot exceed 64K. Please re-factor your table *BIDateDimensionTrans  

Total field length cannot exceed 64K. Please re-factor your table *BIDateDimensionTrans

Due to this Microsoft Dynamics AX AOS crashed. Microsoft Dynamics AX AOS service is not Starting.

The above error start occurring when the developer changed the EDT size (in my case “Name”) to higher number. So without opening the AOS how to resolve the issue.

For Solution follow below steps:

Go to Event management and review the errors thrown when AOS starting

So, First thing required is other AOS where you can do below steps.

1. Create Model in other AOS which is same as the one where issue arise

https://technet.microsoft.com/en-us/library/hh404123.aspx

2. Update the EDT where the error. (In this case, reduce the size). Identify last updated EDT.
3. Add EDT to the model
4. Export model

https://technet.microsoft.com/en-us/library/hh352314.aspx

Export-AXModel -model EDT_SOL -file c:\EDT_SOL.axmodel -Config <Configuration Name>

5. Import Model to the AOS where the issue is.

Install-AXModel -File c:\EDT_SOL.axmodel -Config APPL_STAG_AX12R3

6. Resolve conflict, if any

https://technet.microsoft.com/en-us/library/hh446521.aspx

Comment below if this article helps you.

The number of dimension values specified in is different from the number set up in the active format for data entities.

Error:

The number of dimension values specified in 9999971 is different from the number set up in the active format for data entities.

The mentioned above error was generated when importing the journal entry in Dynamics 365. The error says the account mentioned in the field do not match with the dimensions specified.  The screen as below:

Import file has the values as below screen:

All the values are mentioned in file looks proper though it throws the error while import.

Solution:

I tried to import the file multiple times and the error was the same again and again. As in AX 2012 the same data imported without any issue. So what could be issue on Dynamics 365

Then reviewed the Account structure as we set the dimensions with accounts there (General ledger > Char of account > Structure > Configure account structure). In the active account structure on the legal entity (attached in ledger) and allowed blank values is already selected.

After some search and review cause of issue found and the issue on set up of Financial dimension configuration for integrating applications

Verify format define for the ledger dimensions integrations. As on the screen MainAccounts-BusinessUnit-CostCenter-Department. So it is require to follow the format define for import.

Dynamics AX 2012 Multiple join on same table using QueryBuildDataSource (qbds)

Multiple join on same table using QueryBuildDataSource (qbds) Dynamics AX 2012

Once I come across the situation where there I have to build query using QueryBuildDataSource(qbds) with multiple tables and even same table with multiple join. By the simple joins it populate wrong data output (multiple row for each single row in main table).

So below is the example how to achieve the proper output having multiple join on same table using qbds in Microsoft dynamics ax 2012

QueryBuildDataSource qbdsInventJournalTable,qbdsInventJournalTrans,qbdsInventdim,qbdsInventdim1;

   QueryRun    qr;

   Query       q;

   InventJournalTrans  ObjInventJournalTrans;

   InventDim           ObjInventDim,ObjInventDim1;

   

   

   q= new Query();

   qbdsInventJournalTable = q.addDataSource(tableNum(InventJournalTable));

   

   qbdsInventJournalTrans = qbdsInventJournalTable.addDataSource(tableNum(InventJournalTrans));

   qbdsInventJournalTrans.relations(true);

   

   qbdsInventdim = qbdsInventJournalTrans.addDataSource(tablenum(Inventdim));

   qbdsInventdim.joinMode(JoinMode::InnerJoin);

   qbdsInventdim.addLink(fieldNum(Inventdim,InventDimId),fieldNum(InventJournalTrans,InventDimId));

   qbdsInventdim.fetchMode(QueryFetchMode::One2One);

   qbdsInventdim1 = qbdsInventJournalTrans.addDataSource(tablenum(Inventdim));

   qbdsInventdim1.joinMode(JoinMode::InnerJoin);

   qbdsInventdim1.addLink(fieldNum(Inventdim,InventDimId),fieldNum(InventJournalTrans,ToInventDimId));

   qbdsInventdim1.fetchMode(QueryFetchMode::One2One);

   qr = new QueryRun(q);

   while(qr.next())

   {

       ObjInventJournalTrans = qr.get(tableNum(InventJournalTrans));

       ObjInventDim = qr.get(tableNum(InventDim),1);

       ObjInventDim1 = qr.get(tableNum(InventDim),2);

// code to insert on table

   }

Compare PPF, FD and NSC

Public Provident Fund, Fixed Deposit and National Saving Certificates

 

As an individual, I search for investment options for tax saving for financial year.

I have questions.

Where do I invest so that I can save my tax maximum PPF, FD , NSC, ELSS etc..?

Which are the best options?

Which options are safe?

Which option give more returns? Which option give different facilities like loan or withdrawal?

So here, I collect some information on PPF, FD and NSC

	PPF	FD	NSC
	PPF (Public Provident Fund) is a saving-cum-tax saving scheme	Fixed Deposit is Term Deposit. The interest rate is fixed for the whole maturity period	National Saving Certificate
Interest rate	7.9% per annum	6 to 7 % per annum (varies by bank)	NSC IX 8.1%
Lock in period	15 Years	5 years (tax benefit)	5 year
Min & Max	Min 500 and Max 1.5 Lakhs	any amount	Min 100 and Max no limit
Taxable benefit	fully tax exempt under sec 80C	tax exempt under sec 80C	tax exempt under sec 80C
Interest earned	Tax-free	Taxable	Taxable
Withdrawal	from 7th financial year	No	No
Loan	Yes, Between 3rd to 5th Year. 25% of total balance of preceding year	Yes	Yes, from any bank
Loan interest rate	2% higher than deposits	1% or 2%