What s New in CU 10 for Microsoft Dynamics AX 2012 R3

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1 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 Send feedback.

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 What s New in CU 10 for Microsoft Dynamics AX 2012 R3 2

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 Improvements to replenishment Improvements when viewing inventory on hand Description 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. 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 3

4 Enhanced serial number functionalities Integration to manufacturing 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. 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 4

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 5

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 6

7 Improvements to outbound processes Improvements to work templates 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. 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 Create scheduled routes Description 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 7

8 Improvements to auto-release to warehouse process Integration to project 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. 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 Global refund checks are not supported and have been removed. Show variant sales price in Point of sale (POS) instead of base price. Make Infocode groups available for selection in open drawer store operation under AX functionality profile Expose Gift Card functionality for customization. Make RetailProxy project as part of the RetailSDK Print Gift Receipts in Modern point of sale (MPOS) Enable Lookup and search customer through real-time-service Description 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. 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. This enhancement lets user select Infocode groups in open drawer store operation under AX functionality profile Retail POS SDK now allows for customization of the item types that are allowed for return. 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. Added gift receipt feature at MPOS for: a. Sales Transactions b. Show journal, both Gift receipt preview and print 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 8

9 What was changed or added POS performance improvement when scanning multiple products with overlapping multi-item discounts. Description 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 9

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 10

11 Country/region Title Description Brazil Brazil India Italy Italy Italy Malaysia BR - RegF - Tax assessment - PIS and COFINS Non Cumulative regime PAF-ECF ER v2.02, Presales, Sales return and linked NF-e for EPOS IN_RegF_Additional depreciation as per Income tax act IT - LocGap - Split payment law - DAX 2012 R3 IT - RegF - New VAT declaration (IVA) for 2015 AX 2012 R3 IT - RegF - Changes in the format of Modello AX 2012 R3 Malaysia GST enhancement on GAF, project credit note and debit note 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. This feature enables the following compliance regulatory: PAF-ECF ER v2.02 certification Presales Sales return Linked NF-e in EPOS. The changes in the hotfix ensure that you can calculate special depreciation, beyond the year of acquisition. 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. This feature enables changes for the declaration IVA 2015 according to the requirements defined by Italian tax authorities for This hotfix enables the latest Modello 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. 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 11

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 RU-RegF - Social allowances for foreign workers AX 2012 R3 RU - LocGap - Change_Prepayments factures requires the information about payment order in sales\purchases books AX2012 R3 RU - RegF - Changes in RSV-1 report for Pension fund - AX 2012 R3 This hotfix provides the option to define default project-specific values for Customer reference, Customer requisition, Contact, and Dimension account. The changes in the hotfix enable the possibility of properly paying social allowances to foreign employees. 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. This hotfix describes that the Staff Accounting update is available for to support changes in RSV-1 report for year 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/shortterm 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 12

13 Country/region Title Description 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 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 KB What s New in CU 10 for Microsoft Dynamics AX 2012 R3 13

14 Country/region Title Description RU - cdcr - 15th column in purchases book RU - LocGap - New electronic formats for Facture journal and Sales \ Purchases books are required - AX 2012 R3 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. The hotfix enables new XML formats of Factures journal, Purchase book, and Sales book. 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. RU - DCR - Uptake of new implementation of Product receipt reliving scenario (Correspondence & Physical storno) RU - RegF - Changes 4-FSS report (number of insured employees) - AX2012 R3 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. The changes in the calculation of insured employee numbers, shown on the title page of the 4-FSS report, have been introduced in starting in the third quarter of 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. What s New in CU 10 for Microsoft Dynamics AX 2012 R3 14

15 Send feedback. Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship, and supply chain processes in a way that helps you drive business success. United States and Canada toll-free: (888) Worldwide: (1) (701) Microsoft Corporation. All rights reserved. This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples are for illustration only and are fictitious. No real association is intended or inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.