Creating a new Electronic Report

Dynamics 365 for Operations (AX7) Electronic Reports are used for statutory or country specific document purposes. The Microsoft repository contains a lot of document types out of box, but sometimes we need to create custom document. Let’s look at the scenario when we need to create electronic report for Sales Packing Slip.

There are two ways of running an Electronic Report:

  1. From the Electronic Reporting module, by selecting a configuration and running it.
  2. From a menu item, by linking a  service to a proper Electronic Reporting configuration.

Both of these methods need a properly configured model and configuration and in this post we’ll discuss how to do this. Continue reading

Moving task guides between LCS projects

Today I want to demonstrate how you can build a library of common task guides in Lifecycle Services (LCS) and share them between LCS projects. LCS contains a central Business Process Library which can contains items that need to be used on multiple projects and allows you to publish that library out to different customer environments running in different LCS projects.

To get started you need to approve a business process library as ready for publication…

Approving a library ready for publication
Login to LCS using your credentials:

  1. Open a project within which you will save your Task Guides
  2. Select Business Process Libraries
  3. In My Libraries section you will see all the Task Guide libraries
  4. Right click and select “Copy” – and then apply a version controlled name to the library (see image 1 below)
  5. Then Right click on the copied library and select “Publish”
  6. The library will then move to the Corporate column with a status of “Pending”
  7. A LCS Administrator will need to approve the library which converts it to status “Approved”

You now have an approved Corporate Library.

LCS Corporate Library

 

To publish a library to a customer’s environment

Login to LCS using your credentials:

  1. Open the customer’s project
  2. Select Business Process Libraries
  3. You should see the approved library in the Corporate column
  4. Right click and select Copy
  5. This copies it to “My libraries” (which should really be called “Project libraries”) (image 2 below)
  6. Then log out of LCS site

The library is now ready to be attached to your customer’s AX environments.

LCS Corporate Library

Attach the library to an AX environment
Login to your customer’s LCS site using your credentials:

  1. Open your customer’s LCS project
  2. Launch AX
  3. Search for System Administration > System Parameters – Help
  4. Recycle the library (arrow button) and the new library should now appear – Ensure its ticked to add it (image 3 below)
  5. Now exit AX
  6. Log back into AX and if you select the Help ? button, you should be able to see the task guides you added as part of the library

Task guide sources

 

Changing label text on the POS

Sometimes you’ll want to customise the text that appears on the POS forms to meet the needs of the client.

Did you know that each string of text that appears on a POS form has a unique label ID?  Well, by finding out the POS label ID it is possible to centrally override the standard POS text linked to that ID and apply the text you want to display instead.

This is how you do it…

1.  Change the POS shortcut target = ‘-tr’

Change the target

Change the target

2.  Now open the POS using the amended shortcut.  Every label on the POS will now display a unique label ID.

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3.  Identify the text on the POS that you want to change and make a note of the POS label ID – in this case lets change label 110 which currently says “Search or enter quantity”

4.  Login to Dynamics AX

5.  Access the AOT > Tables – find the table named ‘RetailLanguageText’ and select open

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6.  This table contains a list of POS override text.  Any text linked to labels here will override the standard POS labels.

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7.  Create a new row in the table and specify:

  • The language ID
  • The replacement label text
  • And in Text ID ensure this is the label number – e.g. 110
  • Tick the Active checkbox

8.  In this example I have changed the text for label 110 to be “Enter SKU or product name”.

9.  Now you will need to synchronise this label update down to the POS.  To do this run the Registers job under Retail > Periodic > Data Distribution – Distribution Schedule.  The actual sub job that applies the change is ‘ADDP-PLT’ which updates the RetailLanguageText table on the POS Database.

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10.  Logon to the POS.  You should see that the relevant POS label has now been changed.

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11.  Don’t forget to remove –tr from your POS shortcut so that the label ID’s stop showing

If this didn’t work – ensure you entered the label language ID in AX correctly for the User who is logging onto the POS.