What's New in CU 10 for Microsoft Dynamics AX 2012 R3
Transcript of What's New in CU 10 for Microsoft Dynamics AX 2012 R3
Microsoft Dynamics AX
What’s New
in CU 10 for
Microsoft
Dynamics
AX 2012 R3 This document briefly describes new
or changed functionality, and
regulator updates, that were
included in cumulative update 10.
White paper
Author
November 2015
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What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 2
Contents
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 3
Warehouse management enhancements 3
Transportation management enhancements 7
Retail enhancements 8
Country-specific updates included in CU 10 10
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 3
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3
This document lists changes to functionality that have been included for Microsoft Dynamics AX 2012 R3 in
cumulative update 10. Most changes were made in the Warehouse management, Transportation management,
and Retail areas of the product. In addition, a number of regulatory features have been included in CU 10. Those
features are also listed and briefly described in this document.
Warehouse management enhancements
The following enhancements were added to Warehouse management functionality.
What was changed or added Description
Improvements to replenishment Wave demand replenishment now recognizes existing min/max
replenishment work as supply when evaluating if it should create
new replenishment work.
Cancelling wave based replenishment work will now unblock sales
order work automatically.
Demand replenishment will now consider all lines in the
replenishment template even with different directive codes in
situations where the entire demand quantity is not assigned to a
put location.
The directive code on work templates with the work order type
Replenishment is now editable.
For more information, see Set up replenishment.
Improvements when viewing inventory on
hand
A new field called Available physical on exact dimensions has
been added to the On hand by location form. This field shows the
available physical quantity for all the dimensions displayed on the
screen.
There have been performance improvements to the on hand
stored procedure to use better query plans and make sure it is
only called when necessary.
A new clean up job has been added under Inventory
management > Periodic > Clean up > Warehouse management
on-hand entries cleanup. This job will delete records in the
InventSum and WHSInventReserve tables for closed on-hand
entries.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 4
Enhanced serial number functionalities Items with a tracking dimension using serial numbers in the sales
process can now be used with warehouse management processes.
It is now possible to validate sales serials using the mobile device
as well as the ability to indicate unreadable serial numbers. You
can also enter sales serial numbers using the pack station and for
sales order returns. Additionally, you can open the form that shows
the recorded serial numbers from the Load lines tab on the Load
details form. It is also possible to register serial numbers from the
Picking list registration form, which will open the form for
capturing sales serial numbers related to the sales line. For more
information, see Register serial numbers for a sales order.
In the manufacturing process, when consuming serialized
components, it is now possible to postpone the registration of the
serial number until production consumption. This will save time in
warehouse processes as the serial will not be needed to be
registered during receiving of serialized components. For more
information, see the Dynamics AX Manufacturing R&D blog.
Integration to manufacturing Picking only the ordered quantity from license plate controlled
locations during raw material picking is now possible. You can now
maintain what policy to use for raw material picking on an item
level. It is also possible to switch the issue status between ‘Picked’
and ‘Reserved physical’. For more information, see the Dynamics
AX Manufacturing R&D blog.
During ‘report as finished’ and put away it is now possible to
change inventory status on the mobile device. This is enabled
through the use of disposition codes which can now be configured
on mobile device menu items with the work creation process
Report as finished and Report as finished and put away.
It is now possible to overproduce with back-flushing when using a
scrap factor on the Bill of Materials line. Any overproduction using
warehouse management enabled items will be recalculated to
determine the correct raw material consumption quantity. The
correct variable scrap will be taken into account and the remainder
will be picked if there is enough on-hand in the production input
location.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 5
Integration to project It is now possible to use warehouse management processes items
together with purchase, production and sales orders linked to
projects. You can register inbound purchase orders via the mobile
device, which will synchronize the project issue transactions. Please
note that no warehouse work will be created during inbound
registration. As part of the purchase order product receipt update,
the linked project issue transactions will be updated to Sold.
You can now process reporting as finished for production orders
linked to projects using the mobile device. The corresponding
project issue transactions will be automatically synchronized and
be updated to Deducted, and thereby no warehouse work will be
created.
You can now process a project with item requirements for a
warehouse management enabled item. You can release to
warehouse or access the load planning workbench directly from
the item requirements screen. Item requirement lines can be
added to a load that also has normal sales order lines.
Project packing slips can now be run from the warehouse and
transportation management areas that allow processing the
packing slip. It is possible to print packing slips from loads that
have both project and non-project order lines. It will always split
the packing slips in two, where they will be shown immediately
after each other.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 6
Improvements to inbound processes The behavior of the mobile device menu item with the work
creation process set to License plate receiving has changed. It will
now only register the arrival of a purchase order and create put
away work. It will leave the created work in an open state. If you
want to use the old process, where the put away work was also
conducted at that point in time, use a mobile device menu item
with work creation process set to License plate receiving and put
away.
During the process of put away work using the mobile device, we
have added several new options for exception handling for the
warehouse worker. Three new buttons have been introduced
during put away work; Split put, Override LP and Skip. They can
be used to split items to multiple locations, consolidate items on a
license plate at a location, or skip the current work line and
proceed to the next put away line. Additionally, the Cancel button
will now be available in all put away screens. For more information,
see Configure mobile devices for warehouse work.
During purchase receiving using the mobile device, the unit of
measure will be defaulted to the UOM setup on the GTIN number.
When using the Delivery schedule form on a purchase order line
to split the delivery of a purchase order to different days, the load
lines will also be updated.
Performance when registering product receipt and querying for a
put away location has been improved when using Volumetric and
Stocking limits constraints for locations. Now the amount of full
locations in the query should not affect performance.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 7
Improvements to outbound processes Over picking using the mobile device has been enabled during
sales and transfer order picking work. Over picking will only be
possible if there is enough inventory available at the current pick
location and if it is not already allocated to other work. To enable
over picking, both the work user and the mobile device must be
set up to allow over picking. For more information, see Set up
mobile device user accounts for workers and Configure mobile
devices for warehouse work.
During picking on the mobile device, you can now use the Full
button any time during picking to indicate that you cannot pick
any more lines.
It is now possible to block release to warehouse and creation of
work for sales orders that exceeds customers credit limit.
Performance of closing of containers during pack operations have
been improved by avoiding some client/server calls.
Performance when having containerization as part of wave posting
been improved and optimized when scaling number of sales lines
per order.
Improvements to work templates A new section of parameters has been added to the Work
template form called Work header maximums. They can be used
to split a work header when the sum of work lines exceeds the
quantity specified. For more information, see Create a work
template.
Transportation management enhancements
The following enhancements were added to Transportation management functionality.
What was changed or added Description
Create scheduled routes Scheduled routes can now be generated from a route plan, where
the segments of the scheduled route correspond to the hub
configuration associated with the route plan. A batch job is used to
create the scheduled routes depending on date range, particular
days of the week and a load template.
The scheduled routes can be used with Load building workbench
in order to create optimal loads for the routes. For more
information, see Set up a route plan and routing guide for freight
transportation.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 8
Improvements to auto-release to warehouse
process
When using the auto-release to warehouse process it is now
possible to consolidate multiple transfer orders based on To
warehouse and From warehouse into the same shipment. For
more information, see Sales orders and fulfillment rates in
Warehouse management.
Integration to project It is now possible to plan transportation for purchase and sales
orders linked to projects. It is possible to access the load planning
workbench from the item requirements screen.
Retail enhancements
The following enhancements were added to Retail functionality.
What was changed or added Description
Global refund checks are not supported and
have been removed.
Global refund tab on the Register form and the “Global refund
check” report on the Retail store transactions and Online store
transactions forms have been removed.
Show variant sales price in Point of sale
(POS) instead of base price.
Variant specific sales price is shown when a product variant is
selected during product search or inventory lookup in POS.
Previously the product base price was shown.
Make Infocode groups available for selection
in open drawer store operation under AX
functionality profile
This enhancement lets user select Infocode groups in open drawer
store operation under AX functionality profile
Expose Gift Card functionality for
customization.
Retail POS SDK now allows for customization of the item types that
are allowed for return.
Make RetailProxy project as part of the
RetailSDK
If the primary address on customer is marked as private address,
the sales order created for a customer with this private address
cannot be picked up at the retail store.
Print Gift Receipts in Modern point of sale
(MPOS)
Added gift receipt feature at MPOS for:
a. Sales Transactions
b. Show journal, both Gift receipt preview and print
Enable Lookup and search customer through
real-time-service
The changes in the hotfix enable look up of another store's
customers using real-time service.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 9
What was changed or added Description
POS performance improvement when
scanning multiple products with overlapping
multi-item discounts.
Introduced alternative algorithm for calculating discounts, which is
enforced if predefined max number of calculations steps/loops is
exceeded. In this case, point of sale will switch to the marginal
value algorithm, which does not guarantee the best discount but
provides much better performance characteristics. This feature is
configurable in Retail Parameters.
Enable Extended Login registration in MPOS. This fix adds the extended logon operation in MPOS. This
operation provides an interface that you can use to enroll or
remove workers in extended logon using peripherals. Supported
peripherals include barcode scanners and magnetic strip readers.
Installation of MPOS supported on WIN 10
Long Term Service Branch.
Retail MPOS installation was not supported on the Windows 10
Long Term Service Branch. With this hotfix we have added this
support extending the supported operating systems for MPOS to
the following:
a. Windows 8.1 Update 1- Server 2012 R2 Update 1
b. Windows 10- Windows 10 Long Term Service Branch
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 10
Country-specific updates included in CU 10
The following enhancements and regulatory changes that apply to specific countries and regions.
Country/region Title Description
Austria The Half year convention on
additional acquisitions parameter can
now be set up in the depreciation
profile
Because half-year convention rules are allowed for
fixed assets depreciation calculation, the Half year
convention on additional acquisitions parameter
can now be set up in the depreciation profile for
the straight-line-life remaining.
Brazil SPED ECF AX (block 0) A new tax statement for fiscal books, "SPED ECF"
(block 0, J and K), is now available. This statement
requires the use of Management Reporter with
Microsoft Dynamics AX to generate the required
file. The new tax statement allows you to set up
the general information, tax attributes, and
complementary information required by this
regulatory feature. Management Report is used to
create the new, required, file. MR can access AX
and collect the data that’s needed to generate the
new report.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 11
Country/region Title Description
Brazil BR - RegF - Tax assessment - PIS and
COFINS Non Cumulative regime - 6.3
This feature allows you to generate the PIS and
COFINS tax assessment for Non-cumulative and
Both regimes. In addition to this, block M will be
generated in the Sped Contributions tax
statement.
Brazil PAF-ECF ER v2.02, Presales, Sales
return and linked NF-e for EPOS
This feature enables the following compliance
regulatory: PAF-ECF ER v2.02 certification Presales
Sales return Linked NF-e in EPOS.
India IN_RegF_Additional depreciation as
per Income tax act
The changes in the hotfix ensure that you can
calculate special depreciation, beyond the year of
acquisition.
Italy IT - LocGap - Split payment law - DAX
2012 R3
Split payment, introduced by Stability Law 2015,
transfers obligation of tax payment to public
authorities who are obliged to pay only taxable
base to supplier. VAT is credited to a specific
reserved account. This feature provides VAT
amount reversal when invoicing to your public
authorities.
Italy IT - RegF - New VAT declaration (IVA)
for 2015 AX 2012 R3
This feature enables changes for the declaration
IVA 2015 according to the requirements defined
by Italian tax authorities for 2015.
Italy IT - RegF - Changes in the format of
Modello 770 2015 - AX 2012 R3
This hotfix enables the latest Modello 770 2015
format changes.
Note: This hotfix contains one or more reports.
Import all of your modified reports into the AOT,
and then install the hotfix, and redeploy the
reports.
Malaysia Malaysia GST enhancement on GAF,
project credit note and debit note
The Project sales invoices and credit notes will be
printed on the "Customer debit note and credit
note list" report.
Mexico Electronic ledger accounting report -
Series field included into Purchase
invoice transactions to generate
Journal XML file
A new field named Series is introduced into the
Purchase invoice transactions form. This field
allows users to report the series and invoice
number into the Electronic ledger accounting
statement in the Journal XML file, under the
CFD_CBB_Series tag. The new field is included in
the following transactions:
1. Purchase Order > Invoice
2. Invoice Register
3. Invoice approval journal
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 12
Country/region Title Description
4. Invoice Journal
Note: This hotfix contains one or more reports.
Import all of your modified reports into the AOT,
and then install the hotfix, and redeploy the
reports.
Norway NO - DCR - Project invoice
improvement to comply with EHF e-
invoices - AX 2012 R3
This hotfix provides the option to define default
project-specific values for Customer reference,
Customer requisition, Contact, and Dimension
account.
Russia RU-RegF - Social allowances for
foreign workers AX 2012 R3
The changes in the hotfix enable the possibility of
properly paying social allowances to foreign
employees.
Russia RU - LocGap - Change_Prepayments
factures requires the information
about payment order in
sales\purchases books AX2012 R3
The changes in the hotfix include: The prepayment
(return prepayments) orders numbers are
reflected as source documents in sales and
purchases books. The facture number in case
when payments are returned is the same as for
the original prepayment.
Russia RU - RegF - Changes in RSV-1 report
for Pension fund - AX 2012 R3
This hotfix describes that the Staff Accounting
update is available for Russia to support changes
in RSV-1 report for year 2015.
Russia RU - Cash flow management The Cash Flow Management (CFM) functionality
will provide customers with the ability to monitor
the flow of cash/liquidity movement across
companies and cash positions, and prevent a
corporate cash shortage in good time. The CFM
functionality enables customers to:
Obtain an accurate liquidity/cash flow forecast
and perform an analysis for mid-term/short-
term horizon
Manage payments on a daily basis using
payment schedule journals
Control the company’s cash position
(shortage, surplus)
Maintain the company’s cash flows with
centralized control.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 13
Country/region Title Description
Russia RU - RegF - VAT operation code
extension AX2012 R3
1. Lawmakers had changed the list of operation
codes during the year 2015, which is why there is
a need to change the codes in Facture journals
and Sales or Purchases books created in the first
quarter 2015. From the other side, not all
operation codes may be identified and created
automatically. The Operation code field in Sales or
Purchases books are automatically fulfilling based
on the value of the same name field from the
Facture journal when the books are creating.
2. The Code field (Type of operation code) is
added in the Parameters of VAT process form in
order to have the possibility to use different codes
for different operation types. (Accounts payable
\Periodic\Purchase book\Parameters of VAT
process and Accounts receivable \Periodic\Sales
book\Parameters of VAT process as well)
3. The feature provides the possibility to change
the Operation code manually in Facture journal
and in Sales or Purchases books. Using the Facture
operation codes menu button on the Facture
journal form or inside the Function button on the
Sales\ Purchases books journal form, you can
define the old and new values for the operation
codes, which should be changed, and the criteria
for lines selecting for the changing procedure.
(Enter the old and new operation code values in
the Operation code - From field and in the
Operation code - Replace with field respectively)
To specify the criteria more detailed, you can in
standard query by using the Select button. To
confirm the new operation codes values, you
should mark the confirmed lines in the Mark field
or use the Mark all button.
4. New explanation came from consulters
providing the city seminar: Independent on the
fact that only a part of VAT should be a taken as
VAT deduction, the hall sum of the facture must
be reflected in column 15 of a purchase book. This
approach is realized in Microsoft Dynamics AX
2009 SP1. For Microsoft Dynamics AX 2012 R2 and
Microsoft Dynamics AX 2012 R3, a separate
feature will be realized. Please see hotfix
KB3078022.
What’s New in CU 10 for Microsoft Dynamics AX 2012 R3 14
Country/region Title Description
Russia RU - cDCR - 15th column in purchases
book
Independent of the fact that only a part of VAT
should be a taken as VAT deduction, the half sum
of the facture must be reflected in column 15 of a
purchase book.
Russia RU - LocGap - New electronic formats
for Facture journal and Sales \
Purchases books are required - AX
2012 R3
The hotfix enables new XML formats of Factures
journal, Purchase book, and Sales book.
Russia RU - LocGap - Sick list calculation -
there is no possibility to change
temporary work incapacity type within
a single insured event - AX 2012 R3
The hotfix enables the option to set up special
cases of sick lists and to change the type of a
continued sick list.
Russia RU - DCR - Uptake of new
implementation of Product receipt
reliving scenario (Correspondence &
Physical storno)
This hotfix enables two requirements:
Add correspondence bonding to subledger
transactions created in relieving scenarios.
Enable Physical storno for relieving
transactions – depending on whether the
Physical storno checkbox is selected –
transactions can be posted as corrections with
inverted debit and correction values.
Russia RU - RegF - Changes 4-FSS report
(number of insured employees) -
AX2012 R3
The changes in the calculation of insured
employee numbers, shown on the title page of the
4-FSS report, have been introduced in Russia
starting in the third quarter of 2015.
Note: This hotfix contains one or more reports.
Import all of your modified reports into the AOT,
and then install the hotfix, and redeploy the
reports.
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