Convert HTML to Plain Text Dynamics AX 2012

Hello folks,

When I hear from one of my friend, that he needs to convert HTML text to Plain Text. I thought let me checkout this on Microsoft dynamics AX. I start searching out and there is no straightforward way to do this in Dynamics AX (No class or method to do this) then I decide to make my own.

Here is a small piece of code which going to help you out to convert you HTML text to Text. This can be your email text, which need to stop in text file or could be to show on any field.

Here is reference link: https://stackoverflow.com/questions/286813/how-do-you-convert-html-to-plain-text

Comment below if this saved your time and helped.

Dynamics 365 for Talent: leave and absence

Leave and absence

Dynamics 365 for talent covers all the HR core functionality which are on Dynamics AX 2012 along with updated Leave and absence functionality. In this post we explore functionality of leave and absence on Dynamics 365 for talent.

Dynamics 365 for talent leave and absence has functionalities as:

• Leave plans
• Leave enrolment
• Leave request and approval
• Leave accrual and balances
• Leave and balances analytical graphs

Let’s go through each with screens on Dynamics 365 for Talent

Leave plans

Leave plans has different type of leave for the employee such as paid time off, sick leave, parental leave. Leave plan has the details plan start date, accrual frequency (Annually, monthly) and accrual amount. leave plan has functionality to configure based on month of service completed by employee. So senior employees have more leave than newly joined. You can also set minimum leave balance and maximum carry forward for particular leave plan.

Leave amount can be configured by hours or days. only one can be enable at a time for a legal entity. Once the transactions for leave occurred it cannot be changed. Below is screen for details

Leave enrollment

Employee or contractor can be enrolled directly from the leave plan. Leave plan can be assigned to employee for current period or upcoming period.

Leave request and approval

Leave request

Employee can request time off or leave his/her self directly from employee self-service. Employee able to select from leave plans assigned to them. Enter dates it can be multiple. Enter comment or reason for approval. Employee also able to see leave balance on the same screen. Leave amount shown in the screen is hours based and it has calculated 6.33 hours for a day based on calendar. See screen below

Leave approval

Leave approval is navigating through workflow. Workflow can be configured to approve leave by position hierarchy so immediate reporting person get request for approval. Also this can be configured to auto approve based on conditions like if leave type is sick leave.

Leave accrual and balances

Leave accrual for all the plans can be done from single process. It will update leave balances of employee.

Employee leave balance

Leave and absence analytics

Dynamics 365 for Talent has out of box different analytics reports provided.

Note:

Dynamics 365 for Talent has no customization available right now.

Timesheets Dynamics 365 finance and operations

Timesheets Project Management - Microsoft Dynamics 365 finance and operations

Timesheet is very useful functionality for project management Dynamics AX/ Dynamics 365 finance and operations. Each employee can enter their daily hours for project by relative category of work. Also can select the WBS activity for which task has been performed.

Timesheet can be created by the user itself and submitted for approval. Timesheet approval is mandatory using workflow. Different conditions can be applied in workflow for approval.

Once the timesheet is approved can be posted to project and cost will be shown under project transactions

Go through steps below for timesheet functionality

Generate period

1. Go to > Project management and accounting> Setup > timesheet > Timesheet period types
1. Timesheet periods can be for weekly, monthly, ledger period wise, etc..

2. Select period type. Like Weekly. Specify the start date and length of period to generate and it will generate periods for that

Assign period to worker

To enable timesheet for employee it’s mandatory to assign period code to employee

1. GO to > Human resource > worker
2. Under project tab, click project setup and select period code

Update worker period

1. Go to time sheet period types as above and click on update worker periods

Create timesheet

1. Go to > Employee self-service workspace

2. Click on create new timesheet
1. Select project and category for hours
2. enter hours’ date wise
3. submit for approval by clicking on workflow button
4. once timesheet is approved click on post

Review posted hours

1. Go to Project management and accounting > all project.
1. Select project and go to manage tab
2. Under related information group click on posted transactions. It will show all posted transactions along with timesheet transactions.

#1387 >MSG_PRESENCE AX 2012

Error:

#1387 >MSG_PRESENCE AX 2012

Solution:

Delete .kti file from user’s local temp

Go To Run

Enter  %LOCALAPPDATA%\

Search for .kti file and delete

Billing Rule – Progress billing project management Microsoft Dynamics AX 2012

Hello Folks, let’s see one more billing rule - Progress billing in project management AX 2012
and Dynamics 365 for finance and operations (Same steps apply to D365)

Progress billing rule can be used when project billing needs to be done based on the work completed.  

Different billing rules mentioned my in previous post.

Let’s take an example:  there is deal with the customer for the Modular Kitchen with 1,50,000 Rs. For construction company. There is mutual agreement that company will bill based on work completed as required.

• Design
• Execution
• Install

Steps to follow:

I hope you know the below steps:

• Create project contract
• Create time and material project

So, let jump to main part of the progress billing rule

• Create project budget

For progress billing it is required to define the budget for the project so let’s define the budget for

• Hours: cost hours to be consumed to design, execute and install modular kitchen

For this check:  

• Project management parameter > cost control. Tick on use budget control
• Forecast models must be created: Remaining forecast and Original Forecast

Go to > All Projects > Plan tab > Project Budget

Create budget shown in below:

Budget approval is mandatory and for approval workflow has to be configured. To configure workflow go through Project budget approval workflow ax 2012

• Create Progress billing rule on project contract

1. Go to Project contracts and select the contract we created earlier.
2. Billing rule fast tab and click new. Now create as below
1. Line type = Progress
2. Project = ANP-00007 (Your project)
3. Category = Fee
4. Contract value = 150000

5. On selected projects click on chargeable categories and select as below:

• Hours transactions

Now create hours’ transaction for the project. Create hours’ journal for 32 hours of design category and post. Be sure to check cost and sales price

• Create invoice proposal

Go to Project > Manage tab > invoice proposal

It will show 22429.91 as invoice amount.

Let’s calculate this now:

I have setup cost amount per hours as 500. So 32 * 500 = 16000, so 14.9532 % of work has been completed as per budgeted cost.

14.9532 % of contract value is 33429.91.

Important:

Do not forget to define fee journal. Also setup default fee journal on project management parameter on journal tab

Cheers !!! comment if you like this post.

Number sequence 0 does not exist while invoice proposal ax 2012

Number sequence 0 does not exist while invoice proposal AX 2012. Project invoice proposal posting error

Today I face the issue while generating Invoice proposal for project.

I have used progress billing rule on project contract. As per configuration progress billing rule requires fee journal to post transactions which will allow to generate invoice amount based on transactions.

The issue is due to fee journal voucher series and number sequence define for this. The scope defined on number sequence is legal entity. This is what is creating issue, somehow it won’t able to find number sequence for legal entity while generating fee journal voucher number. See screen as below

Solution: Create new Number sequence with the scope as Company and attach to fee journal voucher series.

Automatic workflow approval Microsoft Dynamics AX 2012

There are different scenarios for workflow approval. once the workflow is created in Microsoft Dynamics AX.

In this post I will show simple steps for automatic workflow approval.

• Go to existing workflow. In my case it is review original budget for project
• Click on “Approve original project budget”. It will show screen as below

• Now on Action pane on the top click on Automatic actions
• Tick on enable automatic actions
• Click on Add condition and create condition as show below:

• Now in Auto complete action select “Approve”

Project budget approval workflow ax 2012

Project budget approval workflow Microsoft Dynamics AX 2012

Project management and accounting module in AX 2012 have budgeting functionalities. Where the budget for the projects can be defined by Hours, Item and Expense majorly.

Now when budget has been defined it is mandatory to approve the budget. Without budget approval it will not get any effect on project or calculation or project cost control. So budget approval is must. Let’s see how to create budget approval workflow.

1. Go to Project management and accounting > setup
2. Project management and accounting workflows
3. Create new and select “Review original budget workflow”
4. Now drag “approval original project budget” from left to right and link with start and stop as shown below:

5. Now double click on approval object

6. And click on step 1. It will show screen as below

7. Now click on basic settings on top and update as below:

8. Click on Assignment on left
1. Select “user” as assingment type
2. In next tab “User”. Select the user who will be responsible to approve the budget
3. Close the tab
9. Save and close the workflow.
10. Select “Active the new version” and click ok.