Auto Settlement of Sales Invoice in AX

In an organization where thousands (or more) of sales transaction happening every day, and here is this auto settlement requirement comes in picture. Auto settlement process save a ton of time to manually settlement of each and every customer or record. There are three different ways to perform a auto settlement of the sales invoices.

1. By Sales parameter select auto settlement.
2. By select open transaction at the time of invoice posting
3. Through X++ code

1. By Sales parameter select auto settlement: Go to AR/Setup/Parameter under settlement tab you will found a check box for automatic settlement. Select this check box. And your system will auto settle your sales invoice.


This will settle a transaction whenever you post a payment journal.

2. By select open transaction at the time of invoice posting: You can also choose the open transaction at the time of invoice journal creation. At the time of invoicing click on “open transaction settle” button, this will open a new form to select records to be settle from open transaction of that customer.






3. Finally we have code as well (I love this part ;)): So here we are to do some tricky things. Yes, we can do the settlement by X++ code as well. Below code is an example in Job. You can use the same logic for any trigger point in AX.

static void theAxapta_AutosettlePayment(Args _args)
{
CustTable custTable;
CustTrans invCustTrans, payCustTrans;
SpecTransManager manager;
CustVendTransData custVendTransData;
;
custTable = CustTable::find("504411");
// Find the oldest unsettled invoice
select firstonly invCustTrans
order by TransDate asc
where invCustTrans.AccountNum == custTable.AccountNum &&
invCustTrans.TransType == LedgerTransType::Sales &&
!invCustTrans.closed;
// Find the oldest unsettled payment
select firstonly payCustTrans
order by TransDate asc
where payCustTrans.AccountNum == custTable.AccountNum &&
payCustTrans.TransType == LedgerTransType::Payment &&
!payCustTrans.closed;
ttsbegin;
// Create an object of the CustVendTransData class with the invoice transaction as parameter
custVendTransData = CustVendTransData::construct(invCustTrans);
// Mark it for settlement
custVendTransData.markForSettlement(CustTable);
// Create an object of the CustVendTransData class with the payment transaction as parameter
custVendTransData = CustVendTransData::construct(payCustTrans);
//mark it for settlement
custVendTransData.markForSettlement(CustTable);
ttscommit;
// Settle all marked transactions
if(CustTrans::settleTransact(custTable, null, true,
SettleDatePrinc::DaysDate, systemdateget()))
info("Transactions settled");
}

Enjoy…..

- Harry

How to deploy Dynamics AX instance on Azure through LifeCycle Service (LCS)- Part I

 
Hi All,
In this post I will demonstrate how to configure your Azure account  with LCS(LifeCycle services) project to deploy the AX on Azure cloud.
In second part of this post I will share how to actual deploy the AX on Azure.
Here is quick steps to setup/configuration your Azure with LifeCycle services
Step 1: Login you LCS services
Step 2: Create a new project or you can use any existing project as well. Here in this tutorial I will take an example with new instance creation.

Click on + button and fill the details and click on create.

After create a new project below screen will come which shows, your project created successfully.

Step 2: Now click on Microsoft Azure setting under environments
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To proceed further you need you Azure subscription id. To find your subscription id Login into your Azure management portal.  Scroll down click on setting and copy from here

Paste this Subscription id in below field

Step: 3 Download management certification (file name : LifecycleServicesDeployment.cer)
This certificate will enable Lifecycle Services to communicate with Azure on your behalf. Download this management certificate to your local computer. Then, upload the management certificate to the Azure management portal (Settings > Management Certificates).
To  upload this certification Login into your Azure management portal.  Scroll down click on setting click on Management Certificate than click on “Upload Management certification”

Upload the “LifecycleServicesDeployment.cer” file here.
Step :4 Now on LCS window click on next and select Azure region and click on “Connect”.
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So here we completed the setup of LCS with Azure.
In my next post i will share how to deploy the AX on windows Azure environment. How to host AX on cloud.
- Harry