Category Archives: AX Blog

Creation of credit Note on same Sales order which is Imvoiced, in D365

There is an option in “Accounts receivable parameters” within the ‘Updates’ tab named as ‘Safety level of invoice orders’, check this field whether it is mentioned “locked” or not. Thus if it’s mentioned locked you can’t edit or make changes to any fully invoiced sales orders. That would be the reason why you can’t edit the invoiced lines while creating a credit note.

Hours exist for project XXXXXXX posted to voucher XX/HRS/0000002 on 9/28/2016 that is not included in WIP, in AX 2012 R3

When user post the Elimination at estimate form at project management & accounting Module.
Path : AX -> project management & accounting
posting :


Error :
elimination error

Solution :

The hours cost has been posted in the month of September 2016 and Elimination is posted in the month of August 2016, this is the reason why system is not able to reverse the WIP cost and posted in the asset.
Select the elimate month of the last cost posting transaction date month.


Prepayment must be created in a journal where amount is including of sales tax, A2012

When user try to post the vendor payment journal and try to check the prepayment checkbox, system given an error as “Prepayment must be created in a journal where amount is including of sales tax:.


To remove the above error, user need to remove the check from parameter. as shown below.



The transaction combination Activate item relation Table is not activated, In Ax2012 R3

When user try to set the posting profile for item, he get the below error as given.

ERROR : The transaction combination Activate item relation Table is not activated.


solution :

user has to check the appropriate checkbox as shown below.
Path : Inventory management -> setup -> Posting -> Transaction Combinations.


Please check the appropriate checkbox.



Wrong tax Calculation in AX2012 R3

When I am calculating the tax, system is showing the wrong value.

Example :- I am trying to create a vendor Invoice with invoice value of 1000 and VAT Tax of 5%
system is calculating a tax amount of 48 instead of 50.


Solution :

the reason of wrong calculation is wrong setup.

1st : check the sales tax code properties
path : GL – Setup – sales tax- sales tax code
Please check the properties which is color in yellow are correct.

2nd: at sales tax group.
check the use tax checkbox, if it is not checked.



Voucher DM/PINV/16/000001 is already used as of date 5/10/2016. in Ax2012

When user is trying to post the purchase order invoice in AX, system gives the following error :

ERROR : Voucher PINV/16/000001 is already used as of date 5/10/2016.



The above error is due to same PO Invoice number is used in other transaction.
user might have create two number sequence but the prefix/Postfix might be similar to both number sequence.
for example :
In this case number has created two different number sequence one for project invoice and other for purchase invoice.
example :
PO invoice :- PINV/16/######
Project invoice :- PINV/16/######

Now in this case user has to change the prefix in one of the number sequence and then it will work fine.


The estimate date must be the last day of the period. Periods are maintained in the Periods form. In Ax2012

when user try to change the estimate date in project module, system gives below error message
“Error :The estimate date must be the last day of the period. Periods are maintained in the Periods form.”

Solution :

you have to generate new period, as given below.



AX2012, Worker dropdown list is black at Hour Journal Lines

When User create a Hour Journal and click on lines, the worker dropdown box shows not list (empty),as shown below.


There are few parameter setting which need to be changed to bring the employee list on the above grid.

First: At project parameter – change the validation: category/worker from lookup to none.


If after changing the above change, even after the employee list is not appearing than, you have to make another changes.



HotFix for AX2012 for project Module.

Dynamics AX 2012 R2

KB 3040477 - If a vendor invoice with a project is using financial dimensions from the vendor instead of the invoice line when posting definitions are enabled, this will use the dimensions from the invoice line.

KB 3040102 - This will enable the ability to correct project item requirement packing slips.

KB 3038625 - If an error stating “Number sequence 0 does not exist” when eliminating and investment project to a fixed asset, this should ensure the number sequence is found.

KB 3037026 - This will default the project category on supplemental items on a project sales order, resolving the error “The project category for this item is missing”.

KB 3040482 - If you post a credit note for an invoice that has been deducted by payment retention, this will insure the credit note for the invoice has correctly calculated amounts.

KB 3041137 - If you have an “Opportunity” in sales and marketing that was entered by an employee that is terminated, this will allow you to edit the opportunity.

KB 3040498 - This one will allow you to post project item transaction adjustments without an infolog stating “The iterator does not designate a valid element”

KB 3040479 - This will allow hours forecasts to be entered with dates before before the project actual start date, preventing an infolog stating “Start date of project ____ cannot be updated since earlier hour forecasts exist”.

KB 3041167 - On a “Case” in the “Home” module, this will ensure only purchases orders and sales orders related to the association are displayed.

KB 3038664 - This will exclude vendor invoices with “pay when paid” to be excluded from payment proposals.

KB 3041637 - If a warehouse is defined as site specific order settings for sales orders, sales prices will be taken from trade agreements on item requirements after this hotfix.

KB 3037297 - On a new “Party” record, this will allow the grid under the “Relationships” fast-tab to retain information on refresh (F5).

KB 3042619 - If you personalize the “Posted project transactions” list page to add the field “Line property”, this will allow filtering by that field, as well as insure the “Invoice status” on this list page populates for non-chargeable item and expense transactions.

KB 3040767 - If the “Voucher transactions” form is not showing the entry for project adjustment transactions involving service items, this will correct this.

KB 3041634 - On item requirements linked to purchase order lines with a receipt date not equal to the current date will ensure the item requirement posting uses the correct date.

KB 3040101 - If you adjust sales tax by adding a sales tax transaction on a general journal, this will ensure the correct project sales price amount.

KB 3037295 - This should resolve an error stating “Could not load file or assembly” on various pages in Enterprise Portal.

KB 3043003 - If the project timesheet parameter for “Require start/stop time” is checked, this will ensure that “External comments” are retained on the timesheet line’s “Line details” fast-tab.


Dynamics AX 2012 R3

KB 3042983 - If a worker is linked to a task in the work breakdown structure, this hotfix will ensure the workers assigned to a project remain on the project validation worker assignment form.

KB 3042978 - From the “Posted project transactions” list page, if the “View voucher” button on the action pane shows transactions from another project, install this fix.

KB 3038660 - This allows you to change the project contract ID on a project after item requirements are made, and avoids the error “Cannot create a record in Addresses (LogisticsPostalAddress).”

KB 3042976 - If you see double tax lines on project budget status form, this should correct the tax postings.

KB 3040761 - This will prevent the consumed posting method of project production from creating a negative line on project transactions if the “Report as finished” creates more items than started.

Comment the Following code :)


Changing the Decimal Places to More than 2, in AX2012

In AX2012, By default system accept two decimal places but if user want to change the decimal places to more than 2 than there are few setting need to be changed at operating System instead of AX, as AX store the financial data up to 16 decimal places.

Step to increase the decimal places :

login to server – Control Panel -click on language.

Click on Change Date Time or number Format.

Click on Additional Setting

Change the Decimal places to 3 ( if user want to use three decimal places in AX)

SETP 2 :

Login to AX – GL- Setup -Currency.

Change the Currency Round Up to “.001″ ( AX to accept 3 Decimal Places)