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At times it is required to associate financial dimensions defaults for all the postings and submission of payroll information in AX 2012. As per our understandings, the financial dimensions are fetched from Human Resources > Common > Select any Employee > Worker position assignment (Button) Or Position can be directly selected from the Human Resources Module Human Resources > Common > Organization > Positions The default dimensions can be set from the following screen for Payroll posting earning and pay statements.

If you generate electronic payments, make sure that the  Electronic method of payment   field is set on the on the   Payment issuance   tab in the   Payroll parameters   form, and that you've entered the bank account disbursements for each worker. For more information about worker bank account disbursements, see   Bank account disbursements (form) .

Clearing Account (definition) Clearing Account as a temporary account containing costs or  amounts that are to be transferred to another account.   These types of accounts are referred to as "clearing  accounts" because their balance is meant to "clear" itself out  to zero periodically (e.g., daily, monthly, or yearly). In case of Payroll Module, we need to setup Payroll Clearing  Account in Payroll > Setup > Payroll Parameters > Calculation Settings In the tab of accouting settings set the Payroll Clearing Account

Modify the web.config file usually located  C:\inetpub\wwwroot\wss\VirtualDirectories\80 < configuration >   < SharePoint >     < SafeMode CallStack = " true "  />   </ SharePoint >   < system.web >     < customErrors mode = " Off "  />     < compilation debug = " true "  />   </ system.web > </ configuration >

The following tables are involved in the Benefit assignments to the Employees 1- HCMWorkerEnrolledBenefit 2- PayrollWorkerEnrolledBenefitDetail

The issue with email templates encountered by us is as follows. - When we setup alerts template for email from Organizational Administration > Setup > Alerts > Alert parameters The selected Email ID will only be used when the created alert is not GLOBAL . That is, Organization-wide must not be checked for the alert if these defined template must be used for the specific alert. In case GLOBAL is checked, then the default Template setup in System Administration > Setup > System parameters > Alerts  Email ID  will be used.

We can follow this demo script to complete a demonstration to any CRM Lead - We have created a Phone call initially. Quick Create button + sign - A new phone call is created with some query - Convert this phone call to the opportunity. And fill the required fields. - Add Products required in this opportunity and then finally create a Quote. - Activate the Quote - Create Order - Full fill the order - Create invoice - Invoice Paid For Marketing Perspective Create a new Marketing List - can be dynamic or static list. Create a new Campaign. New Campaign response and then convert it to the Opportunity. You can convert that to Lead or anything as well Finally show some Outlook integration and related stuff. Email stored as activity and its tracking.

The error when we Enroll any worker to a Benefit "The conditions required by a benefit eligibility rule were not met, or there was no eligibility record for the selected worker" Easy Solution Bypass eligibility process. It will en-roll all the workers and allow you to manually en-roll anyone. Otherwise follow the process of Eligibility and En-roll the worker properly Follow Human Resources > Set up > Policies Benefit eligibility Benefit eligibility policy rule type

Few parameters need to be setup for generating Earning Statements and Pay Statements for the employees. The default setup should be as follows Annual regular hours - as standard must be setup to 2080 (52 weeks X 40 hours per week) Pay Cycle - The default pay cycle the employee would be getting the salary for Paid By -   Must be properly setup to hit proper accounts and avoid any errors for "No earning statements generated"  etc. "The selection criteria did not return any results."

We can use the following Email Template as referred by Microsoft Copy Paste the following HTML template Source http://technet.microsoft.com/en-us/library/aa834376(AX.50).aspx %subject% %message% Go to   %for% Microsoft Dynamics AX alert details Occurred: %occurred% For: %for% Company: %company% Event: %subject% Data: %data% View alerts Manage alert rules Note: You may receive an error if Microsoft Dynamics AX cannot be launched from this computer. %message% Go to   %for% Microsoft Dynamics AX alert details Occurred: %occurred% For: %for% Company: %company% Event: %subject% Data: %data% View alerts Manage alert rules Note: You may receive an error if Microsoft Dynamics AX cannot be launched from this computer.

Very important information related to accounts setup for payroll elements POST pay statement will: Summarized Information Title Debit Credit Earnings Earning Code Account Expense Payroll Parameters - Salary Payable Clearing Account Salary Payable Benefit Deductions Payroll Parameters - Salary Payable Clearing Account Salary Payable (Lowers the payable) Benefit Plan Account Expense Benefit Contributions Benefit Plan Account Benefit Expense Posting Definition Allowance Payable or Salary Payable Employee Taxes Payroll Parameters - Salary Payable Clearing Account Salary Payable Tax code account. Tax Expense. Read details for Expense credit rule Employer Taxes Tax code account. Tax Expense Expense for the company Posting Definition Tax Payable - need to pay to the authority. Earnings : The earning cost is debited to the main account specified on the earning code...

As per the Human Resources terminology, the term Fringe Benefits is used as follows DEFINITION OF 'FRINGE BENEFITS' A collection of various benefits provided by an employer, which are exempt from taxation as long as certain conditions are met. Any employee who receives taxable fringe benefits will have to include the fair market value of the benefit in their taxable income for the year, which will be subject to tax withholdings, and social security benefits payments. INVESTOPEDIA EXPLAINS 'FRINGE BENEFITS' Fringe benefits commonly include health insurance, group term life coverage, education reimbursement, childcare and assistance reimbursement, cafeteria plans, employee discounts, personal use of a company owned vehicle and other similar benefits.

Select the rate at which the earnings are calculated. For example Select Hourly for hourly earnings. If you are creating an earning with an amount that is paid over a period of time, select Pay period, Monthly or Annual. Select Flat amount for one-time earnings.

A very important information related to Payment run type. As suggested by Microsoft. Best Practice: Select the Primary and additional option in the Payment run type field when you create the earning codes that are usually used only in primary payment runs. If you select Primary and additional, you can use the earning code multiple times in one pay period.

Unit of measure - Hours - Each - Pieces Select Hours for all earnings which pay out based on time or salary. Select Each for all earnings which pay out based on dollars only such as a bonus, fringe benefit, etc. Select Pieces for earnings which payout based on the number of pieces processed. Examples: For House Rent use Hours For Basic Salary use Hours

All reports  can be easily deployed by using the command line The following Article can help in detail http://technet.microsoft.com/en-us/library/dd309703.aspx Summary 1- Initially open the Windows Powershell Open Windows PowerShell as an administrator by following these steps: Click  Start  >  Administrative Tools . Right-click the  Microsoft Dynamics AX 2012 Management Shell  option. Click  Run as administrator . 2- Deploy from the following commands To deploy a specific report, enter the name of the report. For example, to deploy the CustTransList report, enter the following command: Windows PowerShell Publish - AXReport - ReportName CustTransList To deploy two or more specific reports, enter the names of the reports. For example, to deploy the CustTransList and CustTransOpenPerDate reports, enter the following command: Windows PowerShell Publish - AXReport - ReportName CustTransLis...

Somehow after the installation, we dint get the initial setup for the following navigation. System Administration > Setup > Business Intelligence > Reporting Services > Report Server Get it setup manually as follows

To proceed with the installation of Analysis Services for AX 2012 as shown below, we need to enable and install SQL Analysis Services first. Once we proceed with the installation, the need to have SQL Analysis Services is identified. When installation of SQL Services is complete please do start the services as follows - Issue faced was that we were unable to start the service. To resolve this issue, just change the user name and password with the valid domain service user account and password. It will work then

Wifi-Direct option can be noticed in the new mobile phones. The information provided by Wikipedia is as follows Wi-Fi Direct , initially called Wi-Fi P2P, is a  Wi-Fi  standard that enables devices to connect easily with each other without requiring a  wireless access point [1]  and to communicate at typical Wi-Fi speeds [2]  for everything from file transfer to Internet connectivity. [3] [4]  One advantage of Wi-Fi Direct is the ability to connect devices even if they are from different manufacturers. Only one of the Wi-Fi devices needs to be compliant with Wi-Fi Direct to establish a peer-to-peer connection that transfers data directly between each other with greatly reduced setup.

Some pictures to guide you to the exact location and process of getting your protector requirement done for any country. Pictures speaks a thousand words. Protector and NICOP Initially get your NICOP Registration done from NADARA office initially. In executive processing the fee of SMART NICOP is Rs. 5400/= dated September 2014 It is recommended to get the NICOP from your own area NADRA Office. Other offices even executives are not accepting applications of other areas. Submit the fee and get your token. Wait for your turn and complete the process as mentioned by them Requirements for NICOP Your Original Passport Original NIC Better to have your Parents Original NIC or your Wife as well. It is required for Next Kin information. When all submission is done get it attested it from Govt. officer and submit it back to NADRA. They will stamp on the back of your coupon. As on website A NICOP...

General Ledger Setup Create a new Company Organization > Run Number Sequences Wizard - Run the Wizard Go to GL Setup > General Ledger Parameters and set some parameters there Batch Transfer mode > Synchronous Ledger > Voucher > Accept duplicates. General Ledger > Setup > COA Create a new COA - JAK JAK COA Create a new fiscal calendar first JAK Holding Calendar Create a new fiscal year for 1 or 2 years then. General Ledger > Setup > Ledger Select COA, Fiscal Calendar, Currency GL > Setup > Financial Dimensions. Create a new one. Create a Department and Cost Center Financial Dimensions. Create main accounts General Ledger > Common > Main Accounts 101 Cash in Hand - Balance Sheet 102 Cash at Bank - Balance Sheet 103 Financial Inventory - Cement  - Balance Sheet. Do not allow manual entry. 104 Financial Inventory - Stee...