Inventory Adjustments in Microsoft Dynamics AX

Microsoft Dynamics AX

Quite often one would come across that inventory of a specific item that does not appear in the system.  The reasons could be many.  It could be that a vendor may send the wrong item and upon discovery may instruct to keep it instead of returning or some items may reappear during a usual cycle count later when it was actually written off. Possibly, the sales personnel may also provide sample items to the engineering department, which eventually can be moved into usable inventory.  The reasons can be many but you wish to incorporate the system even without having to create a purchase order and purchase order receipt. One of the easiest ways to do is to perform inventory adjustments.   Nevertheless, some simple updates need to be performed before making the adjustments.

  1. Checking the Records: At the outset check the records to ensure whether the item is included. In case the item does not figure in the records, it could just be dumped than keep placing it in the inventory.  In fact, if the demand for an item is lost and currently there is no method to market, it could become a white elephant consuming valuable space without any future prospect.  Such items, irrespective of its value must be disposed post haste.
  2. Ascertain Cost Record: Secondly, ensure cost record for the item is in place. A cost showing zero will misrepresent the total value of all the products available.
  3. Updating Quantity: When your item record is found to be accurate, go ahead and include the quantity into your inventory.
  4. Updating Released Products: Next step is navigating to Product Information Management, Released Products and select your product from the list. You can also go to the Released Products Maintenance Tile. Now select Release Products to go to the list page and at the list page, select the product to your inventory.
  5. For adding to your physical inventory, highlight or select the item
  6. At the top of the form, select the Manage Inventory tab
  7. On-Hand Inventory Menu in the upper right hand portion of the form opens up a blank form when selected
  8. Next click on the Quantity Adjustment tab

Again a blank Counting form will appear

  1. Now click on the New button

The counting form opens up with filled in item number

  1. Enter the Site
  2. Enter the Warehouse
  3. Location for item can be entered now
  4. Next quantity can be entered

By clicking OK at the bottom of the form completes the process.  The forms could have more columns but by selecting the inventory dimension the configuration, size, style and color can be concealed.  Moreover, by clicking the personalization the catch weight columns gets hidden.

At last, your item has now been added to the system for use. Sounds simple isn’t it.

Benefits Of Microsoft Dynamics 365

Dynamics 365 Dubai UAE

Dynamics 365 ensures consistency and interoperability by using a common data model and consistent application platform. They also use extensibility to design and process XML schemas especially for e-businesses. They offer to customers a familiar experience with all new built-in insights, intelligence and workflow.

Facilitation of Businesses:

Dynamics 365 makes it possible for business to start with pertinent apps befitting industries and businesses.  In other words the customers can launch with what they need at that moment and upgrade as they develop the business, to the next level in the cloud, at their desirable pace.

Greater productivity can be achieved when required by connecting structured workflow of business applications and processes mainly with the collaboration of unstructured work of productivity.  This in turn allows employees to utilize productivity tools in relationship to their business processes and further development.

In order to unify departments and to empower across different units a flexible solution combines ERP and CRM functionality into one solution.

With Dynamics 365, data are transformed into action for intelligence and accessed according to requirement. Business applications that introduces large data and advanced analytics into processes and proactively guide employees and customers for the desired results with built-in Business Intelligence such as (Power BI, Cortana Intelligence, Azure Machine Learning)

Get set for augmentation through consistent, adaptable and responsive applications. With Dynamic 365 in tow, business users get a fillip to change and adapt without too much intervention or assistance from IT department.

Small & Mid Business (SMB) Gain from Dynamic 365

Finance and Operations, Business Edition, is a comprehensive accounting and business management solution for SMBs included in Dynamic365.

Large Business Enterprise Gain from Dynamic 365

The Enterprise edition of Microsoft Dynamics 365 has been created by the Dynamics AX & Dynamics CRM duo.

Benefits of Power BI in Dynamics 365

Now BI tools are part of business management solutions.

As embedded Power BI acts as a protection on contextual information on the role based work spaces and dashboard in Dynamics 365,it provides the best recommendation on the discovered analysis. This results in two main benefits. Productivity gets increased rapidly and ensures best practice in a time bound manner. Power BI or Business Intelligence in Dynamics amplifies your business intelligence by collecting appropriate data which is visible to the entire business unit leading to better decision making with the help of well-crafted analytical reports.

Business Grow With Dynamics 365

Customers can now pay for the functional apps which they would need in the short to medium term.  Later if required, they may then extend the functionality or even add more users as their business develops. All these are possible via the ecosystem of Microsoft AppSource.  The business applications share a common but robust data model, which is extremely accessible tool to connect with and users experience a consistency with the apps that work seamlessly.

How to Navigate the Application’s Main Areas Social Engagement

Microsoft Dynamics 365 Dubai UAE

Only with the permission of the System administrator, you could see the assigned pages that are relevant to your business.  You could use the bar at the top of the page to move between all of the different areas of Social Engagement.

Carefully observe the navigation controls below:

  • App launcher: Go to you Office 365 portal and select from your available services.
  • Open Default Page: Start a fresh analysis on Analytics >Overview and reset all active filters.
  • Navigation: Now you could click this button to see the application areas and promptly switch to the area that you are looking for.
  • Sign Out/Change Profile: You could either change your profile by clicking the View Office 365 profile option or Sign Out from Social Engagement and your Office 365 user account.
  • User Option: My Preferences area access is just a click away. Further information about Social Engagement can be seen and gathered.
  • Help Options: View context-sensitive help topics that apply to the area you are working in. In the same breath, you could even swiftly access the Social Engagement forums and support contracts, if desired.
  • Application Areas: The main areas to work in Social Engagement
  • Search Setup: Create and edit search topics, thereby defining the posts that Social Engagement acquires. You could get a general outline of your solution’s data acquisition status and its progress towards the post quota. In order to optimize the quality of your data learn to maintain lists of blocked content.

 

  • Analytics: Widgets show the data in your solution. Switch between different pages in Analytics for getting to see more detailed information about the areas that are most relevant to your business. Moreover, you may even add filters to slice and dice your business needs.
  • Private Messages: With a single click you can view all private messages in the solution. This is a shortcut to view on the post list with the filter for private message enabled; it may nevertheless appear as an application.
  • Social Center: Streams of posts matching a selected data set can be created and managed in real-time. You can even share streams with other users of your solution depending on your user role and license type.
  • Activity Maps: Real-time visualizations of posts with location information can be created and managed. Show this on a wider screen so that your audience knows where in the world your topics are discussed.
  • Social Selling: Get connected and work directly with the Social Selling Assistant from within Social Engagement and get recommendations on relevant and shareable content that are pertinent to your business.
  • Message Center: You can create and manage alerts to access the most recent posts or even significant changes delivered by email to particular recipients.
  • Settings: Now it is easy for all users to define how the application displays for them.  Even the administrators can manage user roles, set system-wide settings and configure many more preferences.
  • Help: To see the latest help topics, visit the Microsoft Social Engagement Help Center (Opens a new website)