Archive

Dynamics AX

Building Your Business Process Framework Structure

November 16, 2013
Dynamics AX, Lifecycle Services
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Once you have your Framework, and Hierarchy levels defined, you can now start building your business process levels by creating Framework nodes. These will allow you to create the structure that will be copied over to the business processes within the Lifecycle Services.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Defining Hierarchy Levels for Your Framework

November 16, 2013
Dynamics AX, Lifecycle Services
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Before we start defining the groups and elements for our business process frameworks, we need to define the different process level. To do this we will create Hierarchy Levels within the task recorder.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Configuring a New Task Recorder Framework

November 16, 2013
Dynamics AX, Lifecycle Services
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In order to create a new business process template we need to create a Framework. This will be the parent that we will use to for all of our workflow groups and activities.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Accessing the Task Recorder

November 16, 2013
Dynamics AX, Lifecycle Services
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Before we start we need find the Task Recorder. Fortunately that’s not hard to do since it is part of the standard set of tools that are available within the Dynamics AX client.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Creating Lifecycle Services Business Process Models with the Task Recorder

November 16, 2013
Dynamics AX, Lifecycle Services, Task Recorder
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The Task Recorder has always been a useful tool within Dynamics AX, but with the release of Lifecycle Services, it has been upgraded to become even more useful.  Now the Task Recorder includes the ability to group your recordings into separate frameworks for different purposes, and also allows you to create a hierarchy structure that you can use to organize your tasks and recordings.

In addition to being able to export your task recordings out to Word etc. for off-line documentation, it also allows you to package up all of the business process structures and import them into Lifecycle Services to use them for managing your project and also collaborating with customers and partners.  All of the task recordings are converted to process flow charts within Lifecycle Services to that you can adjust the standard business processes to match your requirements, and also all of the task recordings are viewable as live videos making them a centralized documentation tool for all the key business areas during and after the implementation.

In this blueprint we will show how you can set up and configure the business processes within the Task Recorder, create task recordings, and then import the business processes into Lifecycle Services to make them available through via the cloud.

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Create a Query on the Products Table for the Workflows to Reference

November 15, 2013
Dynamics AX, Workflow
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Before we move on to the next step and create the workflow template, there is one final step, and that is to create a query onto the base table, in this case InventTable, that we will be able to mark as dynamics and then use within the Workflow Wizard.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

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Creating Cost Groups

November 14, 2013
Costing, Dynamics AX
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You can start to break down your costs into a more granular level by assigning Cost Groups to your products. This allows the costing to lump costs together into costing buckets so that you can see them by product group, or type of product. This will also allow you to track costing changes by the costing groups.

NOTE: This is part of the Configuring Costing and Cost Sheets in Dynamics AX 2012 blueprint series where we show how to configure costing within Dynamics AX, and also how to set up a costing sheet to better view and analyze the costs. If you want to see all of the other posts in this series, click here.

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Performing a Basic Cost Rollup

November 14, 2013
Costing, Dynamics AX
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Once all of your base products have costs associated to them, you can use them to calculate your rolled up BOM costs.

NOTE: This is part of the Configuring Costing and Cost Sheets in Dynamics AX 2012 blueprint series where we show how to configure costing within Dynamics AX, and also how to set up a costing sheet to better view and analyze the costs. If you want to see all of the other posts in this series, click here.

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Using Costing Versions to perform a Mass Cost Calculation

November 14, 2013
Costing, Dynamics AX
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Once you have defined Calculation groups to your products, you can take advantage of them by performing mass updates of your costs through the Costing versions. This saves you a lot of time, and also makes the cost maintenance so much easier.

In this example we will show how to perform a mass cost calculation.

NOTE: This is part of the Configuring Costing and Cost Sheets in Dynamics AX 2012 blueprint series where we show how to configure costing within Dynamics AX, and also how to set up a costing sheet to better view and analyze the costs. If you want to see all of the other posts in this series, click here.

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Creating Calculation Groups

November 14, 2013
Costing, Dynamics AX
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Calculation groups are used to define how costs are calculated for individual products and also how costs are modeled based on other price and cost elements within Dynamics AX.

In this example we will show how to create a cost calculation group that will use the default purchase price as the basis.

NOTE: This is part of the Configuring Costing and Cost Sheets in Dynamics AX 2012 blueprint series where we show how to configure costing within Dynamics AX, and also how to set up a costing sheet to better view and analyze the costs. If you want to see all of the other posts in this series, click here.

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