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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Manually Assigning a Product Cost

November 14, 2013
Costing, Dynamics AX
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Every product that you are using should have a cost defined against it. In this example we will show how you can manually assign a cost to your Released Products within Dynamics AX.

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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Setting up Costing Versions

November 14, 2013
Costing, Dynamics AX
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Costing Versions are used within Dynamics AX to store the costs of your products, and are also used by the BOM cost calculations as reference costs. You can have as many costing versions as you like and can separate them out as Standard, and Planned versions. You can use them to track historical costs, actual production costs, and also financial costs used for analysis.

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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Configuring Costing and Cost Sheets in Dynamics AX 2012

November 14, 2013
Costing, Dynamics AX
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If you are using the production module within Dynamics AX, then you are probably wanting to get a better handle on your costs.  You can easily configure Dynamics AX to calculate costs of BOM’s, and if you want to get a little more industrious then you can also create cost sheets broken out by your particular cost categories, incorporate routing costs, and even add surcharges and other indirect costs.

In this blueprint we will walk through an example that shows how to set up your costing controls within Dynamics AX.

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Add a canSubmitToWorkflow Method to the Table to Enable Workflows

November 14, 2013
Dynamics AX, Workflow
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Tables need to be enabled for workflow processing before they can be used by the workflows themselves. This is done simply by adding a method to the table called canSubmitToWorkflow.

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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Adding the Approval Status to the Released Products Form

November 13, 2013
Dynamics AX, Workflow
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Now that we have the status field on the table that we are going to trigger the workflow from, we can add it to the Released Products form so that we will be able to see the statuses of all of the product approvals. The easiest way to do this is by personalizing the form.

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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Add the Approval Status Field to the Product Table

November 12, 2013
Dynamics AX, Workflow
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Now that we have a Base Enumeration that defines all of the possible states for the approval of the products, we need to add it to the Product table so that we can track the status of the records.

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 a Tabular Update Template in Excel Using Matrix Fields

November 11, 2013
Dynamics AX, Excel, Office Integration
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Having all of the prices and costs listed out is good, but it’s not very usable for updating the costs when the values are related. To make the template more useful, we will use the Matrix Fields options within the Dynamics AX Add-In for Excel to create summary price fields that we can update in a tabular format.

NOTE: This is part of the Creating an Excel template for Updating Product Costs and Prices blog series where we show how to create a template within Excel to update product costs and prices. If you want to see all of the other posts in this series, click here.

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Creating an Update Template within Excel

November 11, 2013
Dynamics AX, Excel, Office Integration
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The easiest way by far to update Dynamics AX in mass is to use the Dynamics AX Add-In for Excel. Creating a template that you can use for the updates is a really simple process and just takes a minute or so.

NOTE: This is part of the Creating an Excel template for Updating Product Costs and Prices blog series where we show how to create a template within Excel to update product costs and prices. If you want to see all of the other posts in this series, click here.

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