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AX2012 : Centralize product information

At as Dynamics AX consultant I get the chance to work with many customers, and see good idea’s in action. At one particular customer in Norway, that are implementing Dynamics AX 2012 we have been asked to replicate some functionality from their old system.

A normal response from a Dynamics AX consultant would be that with Dynamics AX we do things differently. We use role-centers, fact boxes, fast-tabs, buttons, go-to-main table, and Excel to give a complete picture.

But this customer was persistent, and still ordered a customization. The task felt on my shoulders, and the more I do the development, the more I really see the benefits. It saves time, and gives a much easier 360 degree view.

I wanted to share these ideas with you,; this called product inquiries, and I have used the “copy with pride” technique from other std. Dynamics AX forms J So the “footprint” in standard AX is Zero.

It all starts with the following screen:

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By typing in an item, the user will get some key information, like name description etc. But also some information like on-hand, vendor, external item ID, most common locations and picture Smilefjes

In the tab-grid part, you see some of the information, where you normally would have to click on buttons or filter on. The tab-page here shows trade-agreements with vendors, prices, lead time etc.

On the tab purchase lines we see ONLY the open purchase lines, marking, and confirmed delivery dates.
clip_image004

The Sales lines shows open sales lines:

clip_image006

The inventory transactions, shows ONLY transactions that has affected the physical on hand. Meaning Sold, deduced, picked, purchased, received and registered transactions:clip_image008

Customer invoice lines, will show all commercial transactions, related to the item:
clip_image010

The Posted vendor invoice lines, shows the following:
clip_image012

The statistics, will show statistics per month:
clip_image014

If wanted, the user can them self also key in the start and end date to get statistics on other intervals. The turnover ratio is also calculated.

For BOM/Kits we also have the following:
clip_image016

In the coming days, also price calculations per customer will be available, and then it can also be used for finding out if a specific customer should get a discount or not J

It is not revolutionary to make such screens, but I think I managed to get it working with a good performance. The number of datasources involved is large. So I have used several techniques, like caching, maps etc to get the acceptable performance.

And on the op, I have “stolen” many of the same buttons as the released products form, so these are also working.

clip_image018

I have also used the “Grid view” to get a very fast overview:

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The conclusion is therefore to actually listen to our customers. They very often have ton’s of experience and are willing to share their knowledge.  And we as Dynamics AX consultant can help our customers to become more successful. 

Happy Daxing.

I appreciate that I can be a part of this worldwide blog community—as a consultant working from Norway, the blog lets me share more than 20 years of experience with Microsoft Dynamics 365. Along the way, I participated in developing retail, PDA/RF, barcoding, master data, kitting and WMS-solutions for Dynamics. My blog focuses on my deepest interests and expertise: along with a 360 degree view of digital transformation topics, I welcome opportunities to dive into retail and intercompany supply chain automation, logistics, and production—everything that is moving around in a truly connected enterprise. As Enterprise Architect on Dynamics 365, I specialize in strategic development and planning for corporate vertical solutions and works to build international networks that increase knowledge and understanding for Dynamics 365. As an advocate for both providers and customers, I'm committed to ensure that customers constantly changing needs are meet, and I see community as key for increasing expertise. I welcome you to connect with me.

10 comments on “AX2012 : Centralize product information

  1. Hi Kurt, Same question, the link is unavailable.. Merci

    Like

  2. Andrew Lencsak

    Hi, same question as above. This seems like a great idea and I’d love to see the code and project but the codeplex page is unavailable. Is this still out there?

    Like

  3. Mickey Martin

    Hi Kurt, The codeplex page is not found. Is this still available?

    Like

  4. Hi,

    I am interested the on this product inquiry solution. Mind to share more information regard this customization? Thanks

    Like

    • Hi

      It is available for free at the codeplex site : https://dax2012r2kitting.codeplex.com/downloads/get/819755
      Here you will also find kitting and documentation.

      Happy DAX’ing

      Like

      • Dear Mr. Kurt,

        we uploaded your xpo file and this project is really awesome.

        you are really a master in this and its a very great function which you have developed.
        but as i install this i get error for the label so want to know more about the label,

        as i am not technical and we dont have any technical person in my co as of now can you please help me to solve this issue.

        we are located in kuwait and if you want i can even send you the screen shot for the same, which i have deployed in our test environment.

        thanks & regards

        Husain.N.G

        Like

      • Upload Your questions and Pictures to the https://dax2012kitting.codeplex.com, and I’m sure you will get the answers you need.

        Happy DAX’ing

        Like

      • Hi Kurt,

        The Project is looking really great and I am keen to tryt it out. It is not available in the below link, https://dax2012r2kitting.codeplex.com/downloads/get/819755

        Can you let me know if its still available and if so where can I fetch the XPO.

        Thanks,
        Ramesh

        Like

      • Hi Husain,

        Seems like you have tried using the xpo file, Do you still have XPO ?

        Thanks,
        Ramesh

        Like

  5. Ah… The everlasting struggle to get the customers to start using more windows instead of the all in one Dashboard approach. Though it might be costly to maintain and develop they do make some sence…. I know that Axtension are still selling a lot of their salesdashboard. This amendment might also be something to pick up and package. Very nice, Kurt!

    Like

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