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Split Your Number Sequences To Make Them Look Intelligent Within Dynamics AX 2012

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The Number Sequences within Dynamics AX are great because they allow you to add a lot of intelligence to your document and transaction numbering. You can add constants to them so that you can quickly …

The Number Sequences within Dynamics AX are great because they allow you to add a lot of intelligence to your document and transaction numbering. You can add constants to them so that you can quickly see where they came from and sort though them. But it doesn’t stop there. If you have incorporated some logic into how you are actually numbering the records, then you can split the number up itself so that even though it’s still continuous, there may be segment separators that highlight that certain numbers are significant.
Now you just need to train the users on what the numbers mean…

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  • 1. 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS SPLIT YOUR NUMBER SEQUENCES TO MAKE THEM LOOK INTELLIGENT
  • 2. SPLIT YOUR NUMBER SEQUENCES TO MAKE THEM LOOK INTELLIGENT BY MURRAY FIFE
  • 3. Copyright © 2014 Murray Fife All Rights Reserved
  • 4. 5 What you need for this Blueprint All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: • Microsoft Dynamics AX 2012 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it. Preface
  • 5. 6
  • 6. 7 SPLIT YOUR NUMBER SEQUENCES TO MAKE THEM LOOK INTELLIGENT The Number Sequences within Dynamics AX are great because they allow you to add a lot of intelligence to your document and transaction numbering. You can add constants to them so that you can quickly see where they came from and sort though them. But it doesn’t stop there. If you have incorporated some logic into how you are actually numbering the records, then you can split the number up itself so that even though it’s still continuous, there may be segment separators that highlight that certain numbers are significant. Now you just need to train the users on what the numbers mean…
  • 7. 8 In my system I have a simple scheme for numbering my products i.e. 1XXXXX for Raw Ingredients, 3XXXXX for Finished Goods, 4XXXXX for Packaging Supplies and 9XXXXX for Configured Products. So I would really like to highlight this by separating out the first number when I create the products so that it has the format X-XXXXX. Split Your Number Sequences To Make Them Look Intelligent
  • 8. 9 To do this, click on the Product Information Management Parameters menu item within the Setup group of the Product Information Management area page. Split Your Number Sequences To Make Them Look Intelligent
  • 9. 10 When the Product Information Management Parameters form is displayed, select the Number Sequence page, and then right-mouse-click on the Product Number number sequence and select View Details from the pop-up menu. Split Your Number Sequences To Make Them Look Intelligent
  • 10. 11 When the Number Sequence maintenance form is displayed, click on the Edit button within the Maintain group of the Number Sequence ribbon bar. Our original Number Sequence in this example is 6 digits long, and is one continuous number string. Click on the Add button within the menu bar of the Segments tab group. Split Your Number Sequences To Make Them Look Intelligent
  • 11. 12 When the new segment record is created, change the Segment to Constant. Split Your Number Sequences To Make Them Look Intelligent
  • 12. 13 Then set the Value to -. Split Your Number Sequences To Make Them Look Intelligent
  • 13. 14 Repeat the process and add another Alphanumeric Segment and set the Value to #####. So that there are still only 6 places in the total number of Alphanumeric placeholders, set the first Alphanumeric segment mask to #. Note: Since the mask has 6 # placeholders then the numbers that are allocated to the sequence will remain the same even though there are 7 characters in the full product number record. Split Your Number Sequences To Make Them Look Intelligent
  • 14. 15 Now when I go out and create a new Product In Dynamics AX, it will format the number with my intelligent number separator after the first character. Now if only I had done this from the start, then all of the products would have looked intelligent. Split Your Number Sequences To Make Them Look Intelligent
  • 15. 16 TIP & TRICKS FOR DYNAMICS AX 2012
  • 16. 17 TIP & TRICKS FOR DYNAMICS AX 2012 The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 17. 18 TIP & TRICKS FOR DYNAMICS AX 2012
  • 18. 19 TIP & TRICKS FOR DYNAMICS AX 2012 Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author

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