Understanding Basics of Payroll Management and Processing in Microsoft Dynamics AX 2012 R3 – Part I

Understanding Basics of Payroll Management and Processing in Microsoft Dynamics AX 2012 R3 – Part I

With the release of AX 2012 R2 CU6 and R3, The Payroll Management and Processing functionality has been introduced in AX supporting the payroll for United States.

In one of my earlier posts I mentioned to come up with a post to explain how the Time & Attendance Module integrates with the Payroll module. We will initiate that discussion starting with this post and I will break the overall payroll management and process into multiple posts and try to have the full functionality covered in a few posts.

In today’s post, let us start with understanding the basic building blocks of payroll processing and go through the high level process from setups through generating a pay statement. In the few subsequent posts we will discuss the individual components of the configurations and processes in greater details.

The following are the key components of a typical Paycheck of a regular salaried employee.

  • Pay cycle /Pay period – How frequently the employee is paid
  • Earning Codes – Components of the pay such as Regular salary, double time, overtime etc.
  • Benefits and Tax Deductions – Such as 401k plan, Medical Insurance, Vision insurance etc.
  • Employer’s contribution for the benefits – How much employer contributes on the benefit deductions
  • Benefit Accruals – Paid Time Off, Sick Time Off etc..

For this demonstration, I have configured a worker “Sandeep Chaudhury” in the CONTOSO demo company USMF.

The Job and Position to which the worker will be assigned:

The Position to which the employee is assigned holds key component of the payroll, which is the Earning code, worker’s work schedule, pay cycle, the entity which pays etc. The screenshot below shows a position which the “Dynamics AX Solutions Architect”. This position is ultimately linked to a Job which holds the data such as the grade and ranges for classifying the compensation range for this position.

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The worker, worker’s benefits and deductions, benefit accruals and the fixed and variable compensation components:

Payroll information such as worker’s fixed and variable compensations, benefit deductions, worker’s tax region(where the worker resides) and hence the corresponding tax codes for deductions, benefit accruals etc..

Worker’s Fixed Compensation Setup:

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Worker’s Payroll TAX region and code setup:

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Worker’s benefits and benefit deduction setup:

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Worker’s Benefit Accruals Setup:

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Generate earning statement and validate:

Once you have setup all the configurations and ready to pay the worker, the payroll is run in two processes. The first step is to generate the earnings for the worker. The earning statement lines can be automatically generated by the system based on the schedule and earning code associated with the worker or it can also be added manually on the earning statement while generating the earnings. Once the earnings are generated and reviewed, it is released for generating the pay statements and calculating benefits, deductions and net payments. The earning statement for the worker can be generated from both Payroll module and Human Resources Module.

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Once you have reviewed the earning statement, you can Release the earning statement for payment or you can also hold earning statements for further review and actions. You can also see the Accounting distributions and verify the details of the ledger posting prior to releasing the statement for payment.

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Notice that the Payment status changes to Processed after releasing the earning statement.

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The next step is to generate the Pay statement and and Pay the worker.

Release Earning statement for generating Pay statements and Process the Payment:

Navigate to Payroll Module > Common > Pay Statements > Calculated Pay Statements and notice that the calculated pay statement appears automatically from the earning statement that we released in the previous step.

The benefits and deductions and contributions are automatically calculated as soon as system creates the Pay Statement.

Pay Statement Overview:

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Pay Statement Details page:

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Review Benefit calculations:

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Tax Calculation Details:

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After you have reviewed the Pay statement, you can Submit it for Payment. At this point , system checks the GL budgets and then automatically creates the financial journal(Payroll Disbursement Journal/Payment Journal). I will discuss the technical details of the financial journal (Payment Journal) creation such as ledger accounts, journal names, financial dimensions, accounting of the benefits and tax deductions, payment invoice etc., in the next posts on this topic. This post will get pretty long if explained here.

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Payment journal auto-created by system:

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The next step is to generate the Payment by clicking Functions > Generate Payment and, print and send the check and then post the payment journal.

Check Printed from Payment Journal:

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After the Payment is processed and posted, you can navigate to Payroll > Common > Issued Pay Statements and see the details of it.

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Post Payroll to General Ledger and create vendor invoices for Benefits and Taxes:

The last step in the payroll process is to post the payroll to GL and then generate the required vendor invoices for the payables which were created from the pay statement to pay the benefits vendors and tax authorities.

We will discuss the mechanism and the technical details of this in the subsequent posts on this topic, in greater details.

Employees can View and download their pay statements on the Employee Self-Services portal:

Navigate to Enterprise Portal > Employee Self Services to see all your Pay Statements. You can then print the Pay statement and export it to PDF.

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Pay Statements Overview:

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Print Pay Statement:

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Well, long enough post. That’s it for today.

In the next couple of posts on this topic(Part II and Part III, Hopefully I will find some time soon Smile), we will discuss the individual setups and components in greater details and also explore additional functionalities in this area. Stay tuned !!

Business Intelligence and Reporting using Power View in Microsoft Dynamics AX 2012 R2/R3

Business Intelligence and Reporting using Power View in Microsoft Dynamics AX 2012 R2/R3

Most of us must be already aware of the new Power View reporting capabilities which is now fully integrated with Microsoft Dynamic AX 2012 R2, starting with the CU6 release.

Getting real time access to your key business data anywhere, anytime, in any device is the real key to success and can help manage your business more efficiently by allowing the staff and executives to take more informed business decisions on time.

Furthermore, the capability of being able to create, modify and view key business reports online anywhere in any device, can prove to be a real differentiator, in how your staff react to business situations, by getting most recent data from their Dynamics AX ERP system with few clicks.

With Microsoft Dynamics AX 2012 R2(CU6 Onwards) and R3, Microsoft SQL Server Analysis Services Cube and the Power View tool, your organizations BI reporting capabilities just got much easier.

In today’s discussion, we will take a look at the three key scenarios of the Power view reporting.

View a Pre-built Report in Power View online:

Once a Power View report has been designed, it can displayed on the employee role centers. Additionally, employees can add quick links to the Power View reports on their role center pages.

For this demonstration, I will use one of the Region Wise Sales Performance Report, which was already built and is displayed on my role center as well as I have added a quick link to the report on my role center page. Follow the steps below.

  1. Launch Enterprise Portal and navigate to the My Links area of the home page.
  2. Click Sales Performance report.

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3. Notice that system launches the Region Wise Sales Performance report online in Power View. The report shows the different regions of sales in Bing Maps and the details of the sales are displayed on the right hand side, by customer group, sales category etc.

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4. The screenshots below shows another layout of the Sales Performance report in different layouts which the Power View tool allows to configure.

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Create or Modify a Report in Power View online:

  1. If you are provided with the required access and security permissions, you can create your own reports using the existing cubes or by adding additional data source as you need. Additionally, you can click the Analyze date button most of the list pages in AX rich client, which will launch the Power Viewer report designer and you can design your own reports by selecting the fields, design layouts, and several other options.
  2. In this case, I will select the Project Accounting cube and design a simple report of comparison of Project actuals vs budgeted by project category.
  3. Select the Project Accounting Cube and Launch Power View tool. You can create the design layout of your report by simply selecting and arranging the data fields you want. Refer to screenshot below, in which I have prepared the simple actual Vs. budgeted amounts by project category for each of the Projects.

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4. From AX client, you can navigate to any list page such as HRM > Workers and click Analyze Data button on the action pane, to launch the Power View Report designer tool. In the screenshot below I have designed a very basic report of the worker skill/education details by launching the Power View from Workers list page.

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Short and simple for today’s post. Till next time !!

-Sandeep

Audit Trial on Project Timesheets Entry and Reporting in CU7 For AX 2012 R2

Audit Trial on Project Timesheets Entry and Reporting in CU7 For AX 2012 R2

Hello Friends,

It has been hectic two months and I have not been able to spend time to write here. Hope you all are up and running on your AX learning curves.

Here I am back today ! and in today’s post, we will discuss about the new audit trial features, which are introduced for the Project Timesheets functionality in the CU7 release for AX 2012 R2.

This new feature allows you to setup audit trials on all the timesheets which are submitted by the workers of your organization by which you can record all the changes which are made by the workers to the timesheets. This new feature also includes the option of blocking future timesheet entries, except for the planned absences of the employee.

Let us now see each of these new enhancements in action.

1. Parameter Controlled: The first step in this is to enable the necessary controls in the Project Management and Accounting Parameters form. You can always choose whether to enable the audit trials or not.

    Notice the various check boxes you have under the “Validation” group highlighted in screenshot below.

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2. Block Future Timesheet Entries: In CU7 and later versions of AX 2012, you can now “Block the entry of timesheets for the future period”. This is a very useful enhancement to have good control over the employee timesheet entries. However, you employees can enter planned absences for the future with this parameter enabled.

  • Go to PMA > Common > My Timesheets and create a new Timesheet for a future period which is 04/21 – 04/27 and then create a new timesheet line for a project except for the planned absences.

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  • Notice that, system will block this with a warning message as shown below.

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3. Validate Absence Categories and Validate Absence: With the “Block future timesheets” enabled, if you do not select the “Validate Absence Categories” check box, then the workers cannot enter future absences in a timesheet for a future period. Notice in screenshot below that with these checkbox marked and worker is able to enter a future absence  for a future period.

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4. Require Timesheet Audit Trial: When you enable only this checkbox, your workers will not forced to enter a Reason for timesheet changes such as Deletion, or editing after Submitting. But, the Timesheet Audit trial will be maintained. This means that if workers update anything in an original timesheet, the audit trial will be stored for future references.

  • In the example below, Julia submitted the timesheet for period 04/13.

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  • The reviewer of the timesheet has rejected the timesheet asking for additional comments on the timesheet lines. Julia then adds  more comments and resubmits the TS.

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  • The Project Accounting Team or the Timesheet Reviewers can see the complete audit trials history of the timesheets by clicking the Manage Versions button on the ‘All Timesheets” list page. System maintains a complete audit trial of the timesheet to track what happened to it since creation.

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  • Additionally, you can also compare the various updates by clicking the “Compare” button to know what exactly was changed in the TS version.

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5. Allow Timesheet Change Reason: When you select the Require timesheet audit trial check box, then you can also select to tell the system if the worker can enter a reason for change when they change timesheet.

  • In the screenshot below, notice that, a new field is shown the timesheet line for entering change reasons, when you enable the “Allow Timesheet Change Reason” parameter.

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  • Workers can enter reasons for changes, but it is not mandatory to enter the reason for change, unless you mark the “ Require Timesheet Change Reason” checkbox.

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6. Require Timesheet change reason: When you mark this, workers are needed to enter change reasons for every change they make to the timesheets.

  • If we Reject the timesheet which Julia submitted above with this parameter enabled, Julia will need to enter a reason to be entered before resubmitting the TS.
  • Notice that when Julia changes the #hours to 4 from 3 and tries to save or submit the timesheet, system gives a warning message asking for the reason to be entered.
  • When the workers enter the change reasons and resubmit, then complete TS history along with the change reasons can be seen in the Timesheet versions form.

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7. Deleted Timesheet History: This new feature also allows to keep complete track of all your deleted timesheets. You can track the reasons why workers deleted the timesheets.

  • In Screenshot below Julia deletes the timesheet as she created it for a future period by mistake. When Julia clicks Delete, notice that she needs to enter a reason.

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  • Navigate to PMA > Common > Timesheets > Deleted Timesheets History list page to see the list of all the deleted timesheets along with the reasons. You can also trace the versions of the timesheet from this screen.

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8. Submitting Timesheets Into a Closed GL Period: Another great addition you will notice is the “Allow Date Corrections On Timesheet” functionality. This allows you to submitting timesheets into a GL period which is already closed or On-Hold.

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  • Screenshot below shows the ledger period 08/01 to 08/30/2013 is Kept “On-Hold”.

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  • When you submit a timesheet for this period and try to post the timesheet, system did not allow the posting earlier and system would block this saying the Period is not open.

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  • With the “Allow date corrections on Timesheets” checkbox marked, you can now post the timesheet, and system will automatically post the ledger transactions into an advanced period which is Open subsequently. However, the Project transaction dates will remain as the original timesheet line dates.

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  • Notice that system posted the ledger transactions automatically to the next period which is Open, i.e. 09/01/2013.

image IMPORTANT NOTE: You might find that the “Project Transaction date” also gets populated with the next open date which is “9/01/2013”. This was an issue in the CU7 release and a HOTFIX  KB 2922713 was released around January of this year. Please make sure you install the hotfix to see the correct results. Well, that’s it for today! Stay tuned.. Keep Reading…

Enhancements in the Project Planning Functionality in AX 2012 R2 CU7

Enhancements in the Project Planning Functionality in AX 2012 R2 CU7

Hello Friends,

The scope for enhancements to an ERP solution(In fact any software solution) is always never-ending. And so is the case with Microsoft Dynamics AX. It has been witnessing continuous improvements over the last few releases.

Better project planning is the key to ensure profitable project executions for professional services firms. Today, I will take time to explain the several enhancements which have come with the “Project Planning” functionality in the Cumulative Update 7 release of AX 2012 R2.

In today’s post, let us start with setting up a new project and then setup the project work breakdown structure and then discuss about the enhancements in this area.

In the screenshot below, I have already created a new project which is for a Website development for the CONTSO company.

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The next step is to define the detailed breakdown of the project tasks. Go to Plan Tab and click “Work breakdown structure” button.

Note that Microsoft Dynamics AX seamlessly integrates with Microsoft Project Server so that Managers can manage and schedule their projects in Project server. I will not explain this functionality in this post. Click Here to learn more about Project Server integration.

You will notice that the WBS form now looks completely different and has several new functionalities. We will discuss each of those below in this post.

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You can create tasks for the project work broken down to as detailed as possible. In the screenshot below, I have created the task breakdown for a simple project called “ Website Development”. You can use the options such as “Outdent”, “Indent”, “Move task up” and “Move task down” to create the complete hierarchy of the tasks.

Also, you can set “Predecessors” for each of your tasks to setup necessary dependency of the tasks on each other.

DIFFERENT VIEWS OF THE TASK BREAKDOWN TO HELP PROJECT MANAGERS:

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The above screenshot shows the “Project planning view” of the project task breakdown. Note that there two other views which can help the Project Manager to track the cost and efforts in the project more effectively.

To see the Cost tracking view, click View > Cost tracking view. This view shows a complete snapshot of the project cost tracking details such as “% Cost consumed”, “Actual cost”, “Complete to cost”, ‘Estimate at complete”, “Planned cost” and the “cost variance”.

Cost Tracking View of the Project Plan:

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Note: Since we have not posted any transactions on the project yet, the values for the % cost consumed and Actual cost are shown as Zero.

To see the Effort tracking view, click View > Effort tracking view. This view shows a complete snapshot of the project effort tracking details such as “% progress of the project”, “Actual efforts in hours”, “Remaining efforts”, ‘Effort at complete”, “Planned effort” and the “effort variance”.

Effort Tracking view of the Project Plan:

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Note: Since we have not posted any transactions on the project yet, the values for the % progress and Actual efforts are shown as Zero.

You also have the option of expanding or collapsing the task breakdown view to any level or see all levels with by clicking Expand to Level > Level 1 to 9.

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AUTOMATIC SCHEDULING ASSISTANT:

The options under the Task Scheduling helps the project managers to automatically correct any scheduling conflicts. You can optionally switch ON/OFF the “Automatic Scheduling Assistant”. Keep the Scheduling assistant ON and let us see how it can help to automatically scheduling discrepancies.

Let us change the Effort for the “Planning”  task to 16 hours. You will notice that the Finish date automatically changes to 01/29/2014.

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You can also use the Fix all scheduling discrepancies option to correct any discrepancies in the task breakdown automatically.

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WBS Management:

There are options to export and import the WBS templates.

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Well, this is it for today’s post. In my next post, I will discuss the “enhancements in the “Project Resource Scheduling” functionality in the CU7 release of AX 2012 R2.

Till then…Keep reading.

Regards

Sandeep

Intercompany Expense Reporting and Management in Microsoft Dynamics AX 2012

Intercompany Expense Reporting and Management in Microsoft Dynamics AX 2012

Multinational Professional Services Firms always have employees working out of different office locations and it is a common practice in this industry to share resources(workers) between companies to execute project/non-project tasks. In such scenarios, it is pretty common that employees of one legal entity works on the Project/non-project tasks of other legal entities and might incur expenses which needs to charged to the project or ledger of the borrowing entity.

Until AX 2012 R2, there was not a good option in AX to handle the accounting of intercompany expenses scenarios in an efficient manner.

With the introduction of intercompany expense reporting feature in AX 2012 R2, it becomes a lot simplified for the users to manage the accounting of such scenarios. In today’s post we will take a look at this this new functionality in AX 2012 R2 and understand how this works.

The enabling and disabling the intercompany expense management feature is centrally controlled by a new parameter introduced in the Travel and Expenses Parameters form.

  • Go to Travel and Expenses > Setup > Travel and expense parameters form.
  • Mark the “Allow intercompany expenses” checkbox to enable this feature.

Travel & Expense Paramter AX 2012

Note that prior to submitting an intercompany expense report, you need to make sure that the necessary intercompany accounting relationship is setup between the loaning and borrowing entities under the General Ledger Module.

Refer to my post on intercompany timesheets earlier to understand the loaning and borrowing entities.

Let us  now go to the enterprise portal and create an intercompany expense report. In this demonstration we will assume that,

  • USMF is the company where the worker is employed. (Loaning Legal Entity)
  • USSI is the contracting company where the worker does the work. (Borrowing Legal Entity)
  • Now, Navigate to EP > Employee Services > New Expenses Report.
  • Mark the Intercompany expense report check box.

New Expense Report

  • Click New Expense line button
  • Select the Borrowing legal entity. In this case I will select USSI.
  • Select the Expense Category and click OK. This dropdown will show the categories which are validated for the worker.

Select Expense Category and Legal entity

  • Key in the other required values such as transaction date, amount, payment method etc and save the expense line and then submit and approve the expense report.
  • Note that if you are entering a project related expense line, then you can select the project, line property, activity etc.
  • So with this, the accounting team do not need to worry about creating manual journal entries for these intercompany expenses as employees are able to enter the expenses directly in the borrowing legal entity.
  • Now, let us go ahead and post the approved expense report and analyze the financial voucher.
  • Navigate to Travel & Expense Module > Common > All Expense reports, Select the expense report and approve it.
  • Click the Sub ledger journal button to see the general ledger update which will happen when we post this expense report.

Financial Voucher

In the screenshot above, note that the intercompany ledger update in USMF and USSI are based on the intercompany accounting setup done under the GL module in both the entities and the other accounts gets automatically picked up based on the payment method setup and the ledger account setup for the expense category.

Simple ! Microsoft Dynamics AX 2012..

Till next time..keep exploring…

Regards

Sandeep

Human Resources – Automatic Benefits Eligibility Determination for Employees in Microsoft Dynamics AX 2012

Human Resources – Automatic Benefits Eligibility Determination for Employees in Microsoft Dynamics AX 2012

Employees of every organization are often entitled for several benefits such as cell phone, Parking, Dental, Vision insurance etc.. All the required data for the employee benefits are managed inside the Human resources management module of AX 2012. There are some sequence of steps involved to configure and manage all the elements of benefits such as,

  • Configure Benefit Types.
  • Configure Benefit plans for each benefit types
  • Configure Benefit options for the employees for each of the plans.

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I will not explain the setup and configuration of benefit elements in this post. In this post, we will focus on discussing how AX 2012 makes it extremely simple for human resource managers/executives to automatically determine the eligibility of employees who can be enrolled on a given benefit. AX 2012 allows to configure simple benefit eligibility rules and HR executives can simply create and process benefits eligibility events. AX will then automatically determine which employees are eligible to be enrolled for the benefits. Let us now discuss the step by step guidelines to create and run a benefit eligibility event.

Note: Before you run the benefits eligibility events in AX 2012, make sure you have setup all the benefit elements.

1. Define benefit eligibility policy and rules:

    • The first thing to setup is the eligibility policy parameters which will be used by all the benefits eligibility policies.
    • Navigate to HR > Setup > Policies > Benefits eligibility.
    • Click Setup > Parameters on the action pane.
    • Select the organization types which can be used with benefits eligibility policies. Notice that the only organization type which you will have for the benefits eligibility policy will be Companies.
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    • The next step is to create the benefits eligibility policy. Click New > Policy
    • Select the Company accounts for which this policy will be used.
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    • The next step is to configure the benefit policy rules. Note that you need to configure the policy rule types prior to setting this up.
    • Let us say the HR assistant wants to process an eligibility event where he/she wants to find all eligible employees for a benefit and the eligibility criteria is that the “everyone who joined the company after 12/31/2012.
    • Navigate to HR > Setup > Benefits > Benefits eligibility policy rule types.
    • Create a new record, give it a name (Batch 2013 in this case) and select the Query as “Benefit eligibility”.
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    • Now, go back to the benefits eligibility policy created above. You will notice that the policy rule type now appears on the policy.
    • Select the Batch2013 and click “Create policy rule”.
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    • Key in the effective date, expiration date and the condition for the policy as shown in screen below and click OK button.
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    • With this, we are done setting up the benefits eligibility policy rule.

2. Create Benefit(s):

    • The next step is to create a new benefit. Let us create a benefit for Company transportation such as Company car.
    • Navigate to HR > Common > Benefits > Benefits.
    • Click New > Benefit to create a new benefit and key in the details as shown in the screenshot below and click “Create Benefit button”.
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    • Expand the Eligibility rules fast tab and setup Eligibility =  “Rule based” and Select the Rule type = Batch2013. Please note that AX 2012 allows you to configure the Eligibility to ‘All workers are eligible” and “By pass eligibility process”. The “By pass eligibility process” will cause the benefit to be ignored when eligibility event is run.
    • Optionally, you can also setup Eligibility overrides with a date range for specific workers. If you setup eligibility overrides, then you can enroll a worker even if they are not found as eligible for a benefit.
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3. Create and Process the Benefit eligibility event:

    • Let us now create a benefit eligibility event and process the same. Follow the below steps to process an eligibility event.
    • On the Benefit created above, click Personnel Actions > Create Eligibility Event and key in the required details as shown in screen below and click OK button.
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    • On the Eligibility event form, expand the Workers fast tab.
    • You can add selected worker records or click Add all worker button to add all the workers for this event. Note that, the eligibility event will be ideally run from the HR > Periodic area.
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    • Click Process button on the Action pane and hit OK button.
    • Note that the processing may take a few seconds and wait until you get an info confirming the completion of the process.
    • Click Refresh button and then click Show results
    • Notice that system will show all the worker records and their individual eligibility for the benefit. System also shows description of the reason why a specific worker was not eligible for a benefit.
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Once the eligibility event is run and all the employees are determined, the HR assistant can enroll employees on the required benefits from the Mass benefits enrollment screen as shown in screen below.

That’s it for today’s post. Keep reading…

Thanks

Sandeep

Effective Labor rate in Microsoft Dynamics AX 2012

Effective Labor rate in Microsoft Dynamics AX 2012

Hello Everyone,

It has been very long spending time in my blog. Have been very busy at work since last few months. Today, I wanted to write about another new functionality which Microsoft Dynamics AX 2012 R 2 has introduced. It is the ability to designate the project cost as an Effective Labor Rate (ELR).

The ELR – Effective Labor Rate is actually the dollar value income per hour of an employee after calculating productivity. Alternatively, the ELR defines the hourly cost of a worker, if they work all the available hours in a work week.

AX 2012 R2 enables us to indicate the cost price of a worker as ELR. In the following few steps we will see how do we setup ELR in AX 2012 and then we will see how the ELR calculation happens when we post labor transactions/timesheets for them.

  • To define the ELR for an employee, go to Project Management and Accounting > Setup > Prices > Cost prices (Hour).
  • Setup the cost price for the employee and then check the Effective labor rate check box.

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  • Go to HRM > Workers > Select the worker and then click Project Management > Project Setup and mark Use ELR.

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  • In the above screens, I have setup the cost of the worker as $100 and marked it as ELR. Also, this worker is setup to work 8 hours each day (Monday to Friday) in the resource calendar)
  • Now, lets go record a project hour journal to see the impact of ELR and see how the calculation happens.
  • Notice that system does not populate the cost price field.

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  • Let us say the employee worked for 24 hours in a given week. Enter Hours = 24 and post the hour journal.
  • Now let us go to Posted project transactions and verify how system has automatically ELR.

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  • As we can see in screen above, system has automatically calculated the cost price based if the worker would have worked for full productivity hours(40 hours ) for the week.
  • So the formula for ELR calculation is as given below.

ELR  =  Effective labor rate price per hour($100)* Number of hours per week per the worker’s work calendar(40)/Number of hours worked/registered in the week(24).

This is it for today’s post. Till next time !!

 

Workflow Approvals via E-Mail in Microsoft Dynamics AX 2012 R2

Workflow Approvals via E-Mail in Microsoft Dynamics AX 2012 R2

!! Microsoft Dynamics AX has only been getting Stronger!!

Thanks to Microsoft Dynamics AX 2012 R2 for its huge range of new exciting enhancements to the functionalities and capabilities.

Most of us have always been looking for the Microsoft dynamics AX workflows to have direct integration with the outlook email engine. I have come across many situations where customers wanted to have direct approval or rejection options integrated within the emails which they receive from Dynamics AX workflow engine regarding documents pending for their reviews in AX.

AX 2012

The R2 release of Microsoft Dynamics AX 2012 makes it possible now.

Read the the white paper at the Microsoft Download Center to get detailed steps and Procedure.

Regards

Sandeep

Cumulative Update 1 for AX 2012 R2 is released

Cumulative Update 1 for AX 2012 R2 is released

Friends,

A quick share from my side.

The Cumulative Update 1 (CU1) for the AX 2012 R2 version has been released. Please refer to the link below for more details.

Cumulative Update 1 for AX 2012 R2.

Cheers,

Sandeep

Managerial Hierarchy based workflow configuration for Timesheets does not work as expected when Timesheet is submitted by a Delegate in AX 2012

Managerial Hierarchy based workflow configuration for Timesheets does not work as expected when Timesheet is submitted by a Delegate in AX 2012

Friends,

Hope everyone is doing well.

Just wanted to share a quick information about an issue which you may face while implementing Timesheets approval of workers based on a Managerial Hierarchy.

When you setup the Timesheet review workflow as “Hierarchy” based and setup appropriate reporting positions for the workers, you will notice that the timesheet when submitted “by a Delegate” for an employee, will get routed/assigned to the reporting manager of the delegate(who submits the timesheet), instead of getting assigned to the reporting manager of the actual employee.

This is a known issue in AX 2012 feature pack(until the CU4 release) and you will need to make a code correction by taking help of your developers.

However in the R2 release of AX 2012, this issue is taken care by the introduction of a small “Design change” in the workflow configuration. In the R2 release, you will be able to select “Worker” as the “Start from” location for the workflow. This will ensure that the timesheets even though submitted by a delegate, will get routed/assigned to the reporting manager of the timesheet worker/employee, but not to the reporting manager of the delegate. See screen below.

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Please shoot questions in case you have any in this regard.

Till next time !! Keep DAXING Smile