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Dear AX users,
I have used Microsoft GP earlier (more than 5 years ago) when it had "Smartlists" and it was a breeze to gather all vendor/customer/material data and then export them to excel for slice & dice.
Now we have been assigned to a client who uses Dynamics AX 4.0 and I am unable to see the "Smartlist" (which I understand is no longer being offered) on the front-end. Also I do not see the Procurement or Sales module/icon in the left side navigation pane to look up vendors or customers.
I am tasked with pulling out all vendor/customer/material data from 1 JAN 2017 till yesterday, and I am not sure how to do it...Please help
Below is the screenshot for your reference...
In AX4.0, procurement and sourcing module didn't exist. It was added by MS as the product evolved over the time.
If you are looking for Vendors/Purchase orders etc., they are in Accounts Payable module.
If you are looking for Customers / Sales orders etc., they are in Accounts Receivable module.
This will help you review data from front end.
Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.
Satish is correct here. In AX2012, there was a split between accounting and operations menus for customers and vendors.
Thanks for the quick reply. It is much appreciated.
Kindly note: I am trying to view transaction data from 1 jan 2017 on till yesterday, such as PO's made for vendors, SO's for customers, material/products that have been ordered in the past two years, how can I pull this info from the front end?Because I am not sure which table in the Axapta database holds this master data.
If you are looking for table names:
Sales orders: SalesTable (and SalesLine)
Purchase orders: PurchTable (and PurchLine)
Products ordered last two years. In this case, you have to join the table InventTable (products) with the InventTrans (transactions). If you only need to know the Item number, you can forget about the InventTable.
Thank you for your reply.
As this Dynamics AX 4.0 is one of the earliest versions...it is not having the same functionality as the new.
I would appreciate if you can list out the steps that are to be done, in order to pull/extract/retrieve data that we need to analyze.
Using the existing AR & AP & Inventory management modules, the application is taking a long time in returning a query, and then shows an error message.
I need to pull/extract/retrieve data for two countries: Sweden and Denmark for the following parameters:
for the time period: 1 January 2017 till present.
What would be the steps to be done??
Information Andre provided above pertains to all versions so it's valid for AX4.0 as well. If you see something is wrong or if you can't find something, please explain in detail.
Here are the steps for Vendors:
1. You can try to personalize the form by right clicking the form say "Vendors" and then get all fields on one screen and then select all, copy and paste to excel.
This may not work depending on volume of data. What you can do is extract data from SQL directly. "Select * from VendTable". review data with users and see what you are missing. Depending upon what you are missing, try to find the data in AX front-end and then try to determine the tables. once you know the table, find relations from AOT and then expand the query and then get data from SQL.
2. For customers, it's CustTable.. same process as above.
3. BOM's have multiple tables, so you need to find from user interface which tables are to be extracted.
Hope this helps.
Can you tell how you did access the tables and which error you are getting now?
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