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


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

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.

https://technet.microsoft.com/EN-US/library/dn750873.aspx


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.

https://technet.microsoft.com/en-us/library/dn497734.aspx

http://blogs.msdn.com/b/axmfg/archive/2015/09/30/tracking-serial-number-at-time-of-consumption.aspx




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.


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.



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.


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.










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.


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.





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


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.



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



4. Invoice Journal




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.



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.



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.




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