Automation and Merging PDF Documents in Microsoft Dynamics AX

  • By Remington Hall
  • 02 Aug, 2017

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When it comes to document management in Microsoft Dynamics AX, you will sometimes find yourself managing several files. In some cases you will want to get these files out to a customer or vendor, and it becomes quite the hassle to locate, attach and email out these documents. A good solution for this type of situation is to create a process that automates, merges and emails out these documents.


PDFsharpis a great open source tool that can assist us with this task.

You can download the latest version of PDFsharp for free from the following link:

https://www.nuget.org/packages/PdfSharp/1.50.3638-beta


Once you've completed the download and unzipped the package, you will want to do the following:


  1. Locate the client folder path for your Microsoft Dynamics AX install and place the .DLL file in that location: 

    2. In Microsoft Dynamics AX, go into the AOT.Under the References node, right click and select "Add reference"
3.  You will see a screen like like so. Click the "Browse..." button and select the .DLL file from the location in step 1. Once done, you should be able to see the PdfSharp assembly:
4.  Exit out of the screen. You should now be able to see our newly added reference in the AOT:
5.  Restart the Microsoft Dynamics AX client by closing and re-opening it, and you're good to go! You can now start writing automation scripts which can take any number of PDF's and combine them into one!

Automating Microsoft Dynamics AX processes like so can save hundreds of hours per year of performing tedius tasks!

If you're spending a significant amount of time clicking around and want to improve productivity, give Bredet Services a call at 905-337-7233 . We specialize in automation algorithms!


By Remington Hall 16 Nov, 2017

When Implementing a new solution like Sage 300 or Microsoft Dynamics look at funding options for your business in Canada.

A funding program we partner with is the Canada Job Grant (CJG), ´╗┐ it helps cover training costs during an implementation based on the number of employees on staff and involved in the ERP Software training.  

By Remington Hall 14 Nov, 2017

1.       Accounts Receivable > Common > Customers > All Customers

2.       Double click the “Child” Customer. In this example the child is ABC Company 2 and the parent is ABC Company.

3.       Click Customer > Edit

4.       Scroll to the bottom and select the Invoice and Delivery tab

5.       Click on the dropdown menu and select the “Parent” Company

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Form name: Vendors

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In accordance with Sage’s support and version policies, the following download URLs will no longer be available after September 30, 2017:

 

·      Sage ERP Accpac US Payroll Update – Version 6.0T PU1 (UT60TPU1.zip)

·      Sage 300 ERP US Payroll PU Q3 2014 – Version 7.0O (UT70O_Q32014_ProductUpdate.exe)

·      Sage 300 ERP US Payroll PU Q3 2014 – Version 7.1E (UT71E_Q32014_ProductUpdate.exe)

·      Sage CRM 7.2 Integration for Sage 300 ERP 2014 PU2 (Sage 300 CRM 72 Integration 2014 PU2.exe)

 

In addition, with the latest release of Sage 300 2018.0 in August 2017, Financial Link Pro is no longer supported. Any customer’s affected are encouraged to work with their Business Partner to identify a replacement reporting tool that meets their requirements. Sage Intelligence  is a fully integrated, MS Excel-based reporting solution that gives companies immediate access to insightful information, enabling them to make more-informed decisions, and is used by thousands of Sage 300 customers around the world.  

By Remington Hall 31 Oct, 2017

1. Click Area Page node:  Accounts receivable -> Common -> Customers -> All customers.

´╗┐Form Name: Customers

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The trouble here is that AX will not allow 2 put actions on a PO Receipt while also using the Unit Sequence and Unit Conversions of the item to assign license plates to less than pallet amounts during receipt. The quickest way to receive goods off the trucks in their case was to use the “Purchase Order Line Receiving” mobile device menu option. By using the “Line” rather than “Item” receiving option, we eliminate the need to type in lengthy Item IDs, instead opting to enter the PO line number on the order and having AX sort out which item and item details it’s expecting to receive.

The first thing you’ll need is a simple work template, that defines the pick/put actions and Work Class ID that is available to the mobile device to perform the work.

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1. Select the address   USMF -> Accounts receivable from the Address bar by clicking the navigation path arrows.

2. Click Area Page node:   Accounts receivable -> Inquiries -> Journals -> Invoice journal.

3. Press CTRL + G to filter by date or Invoice account and etc. At the end of this there will be some shortcuts for CTRL + G that may come in handy.

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