A Tinkerers Notebook

I have created a few reference books that are available on Amazon that combine all of the information I post about into an easy to reference and lightweight format.  When working through some of the more lengthy configurations these are a much better resource than the blog posts.  Also, as I compiled these I was able to add additional notes and sections that you were not in the original posts, so you may find even more useful information in them.

You can view my Author page on Amazon here: http://www.amazon.com/Murray-Fife/e/B00G9CNJPQ also, you here are links to all of my books by series.

Dynamics AX Tips & Tricks Series 

The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for…

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A Tinkerers Notebook

At Convergence this year I rolled out a book with 50 Tips & Tricks for Dynamics AX that seemed to go down really well with everyone – hopefully not just because I was giving away copies for free 😉

This week, I hit milestone, and realized that I had enough content for a second volume of trips and tricks and have compiled them into a new book. Just like the other book, this one contains 50 more tips and tricks for dynamics AX ranging from UI tips, to functional tricks that you all may find interesting. Additionally, there is a new section in this book dedicated to Workflow, and how you can tweak workflows to get the most out of Dynamics AX.

If your are interested in taking a look, then you can see it on the CreateSpace here: https://www.createspace.com/4721214 and it should also be available on Amazon within 5…

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CoverWhenever I give an overview presentation of Dynamics AX to new customers or prospects, I always start off with a general foundation review – sometimes called a “Cooking Demo” paying respect to Julia Childs who always had everything prepared beforehand.  Usually this is also accompanied by a PowerPoint with all of the scenarios laid out in it for reference.

A couple of weeks ago I decided to take this to the next level, and rather than hand out PowerPoint decks, format the cooking demo into a book, and give it to people during the demonstration as a reference that they will put on their bookshelf rather than loose within the other pile of PowerPoints that they receive… and also I worked out that this is less expensive (even though the quality is better) than printing out the PowerPoints.

I also decided to make it available to everyone as a quick reference on what you can do with Dynamics AX and posted it to Amazon at the lowest possible price that Amazon would allow after they take their cut on the royalties and also print the book.

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Once all of the plumbing for the Store has been successfully set up, it will start synchronizing the data through the Data Distribution Lists that you have configured. When you have a clean store database though, you need to run an initial update to load all of the store data. The easiest way to do this is by running the Data Distribution schedule by hand.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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Once you have your Store Database created, and configured with its distribution information, there is one final configuration step that needs to be performed. The distribution location needs to be added to the default distribution list so that when the data synchronization is performed, it is included.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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In order to have Dynamics AX synchronize its data with the store locations, you need to have them configured with a Distribution Location which will be linked with the Store Database. You will use these later to define rules as to when the data is sent back and forth to them, but in this example we will show how you link the Stores Distribution Locations with the Store Database.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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The POS Registers work are designed to work in a stand-alone manner, not requiring access to the main Dynamics AX system, so that if they lose connectivity, the workers can keep on recording sales. In order to do this, each store will have it’s own database that it will run from locally. So as part of the configuration process, we need to create that database shell. That’s not a big deal though because there is a utility delivered with Dynamics AX that will help you with the process.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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Once you have all of the Stores, Workers, Products, and Assortments configured, the only thing that is stopping you from taking orders is that you don’t have any POS Registers configured.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

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