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Scenario: when I am trying to open a report in AX 2012 R2 CU7 it is displaying an Infolog with an error. “Error while Setting server Report parameters and the report cannot be found(rsItemNotfound)” Solution: Make sure that the reports are deployed and all are in the correct layer. In order to deploy a report, procedure is Open a…
This error comes when you try to add new datasource to the top of the query. QueryBuildDataSource qbds;qbds = query.addDataSource(tableNum(newTable)); // This is wrong You should add new table to the Main datasource instead. query.dataSourceTable(tableNum(newTable)).addDataSource(..) // This is correct
While running one Job , where I was trying to execute one SQL statement in AX, I got the below stack trace : Request for the permission of type ‘SqlStatementExecutePermission’ failed.(S)\Classes\SqlStatementExecutePermission\demand(S)\Classes\Statement\executeQuery(C)\Jobs\test – line 21 So what is the solution for this , Very simple , we need to run this job on Server , So…
This recipe will demonstrate how to execute direct SQL statements. We will connect to the current Dynamics AX database directly using an additional connection and will retrieve the list of vendor accounts. How to do it… Open AOT, and create a new class called vendTableSql with the following code: Run the class, and notice the list of…
“Unretrieved” fields are newly created fields which AX 2012 AX by error treats badly. It may also appear if a form query does not contain a field in the datasource field list. Try these steps to solve the issue : 1.- Recompile and restore table. Check fields with Table explorer; if table explorer doesn’t show…
This is the Home page access link of the User interface for D365FO in a local Virtual Machine : (https://usnconeboxax1aos.cloud.onebox.dynamics.com/)
This infolog shows the result of the small job from above.
This example shows that the update_recordset statement supports the joining of several tables. Data from the joined tables can be used to assign values to fields in the table that is being updated.
When you come back to list page and try to restore the form you will not be able to see the new data source. To do this right click on the data source node and again define the name of the query. This will reload the new structure from the query. 4. Then you can view…
You CANNOT drag and drop a data source into a list page. This is different than most forms, so it always stumps me! Instead, right click on the ‘Data Sources’ node within the form. The query property sets the data source. If you’ve modified the query and would like to refresh it, you must change the…
I have a form that contains a field called “IFRS code”. I want to add an hyperlink to this field to open a form that contains the master table for that field when clicking on it (like below) If you do nothing you get this error while clicking on the field To solve the problem…
I created a Form wirth an action pane and a grid . The action pane contains 2 command buttons (one for records creations and the other for records deletion). The buttons style is very very ugly, beacause they have only text and are not horizzontally aligned (see image below) I want to obtain a better…
Open your report in Visual Studio and under Parameters node, check if your parameter is repeating. If yes, delete one. Most of the time it happens during development when you are changing code again n again. It cahces your previous code and shows new and previous both. In this case : Clear all of your…
I want to pass the Args.parm() value from Main() method of a RunBaseBatch to the dialog() method of the same RunBaseBatch. First of all declare a new string variable called “argsParm” in the declaration method of the RunBaseBatch class and add it to the #localMacro.CurrentList macro Then create a new method parmArgsParm() in order to…
Here you can find the entire list of AX tables Id and Names : http://microsoft-dynamics-ax-erp.blogspot.com/2012/04/name-and-id-of-tables_13.html
I have a lookup in “Released product” form that is linked to a custom table. When I open the lookup I see only one field (Id code), but cannot see the description The description is a field of the custom table so I must add to the lookup to see it. How to to do…
setTmp() : has nothing to do with deletion at all. It turns a buffer to a temporary one, therefore it saves records to memory/on disk instead of into database. If you delete everything from the temporary buffer, it doesn’t delete anything in database, obviously. So any data manipulations will be lost once the execution of this…
In this example, DataEntityToExtend is the data entity and validateDelete and validateWrite are methods that can be wrapped in the data entity.
In this example, TableToExtend is the table and delete, canSubmitToWorkflow, and caption are methods that can be wrapped in the table.
You first create a new class in the extension model. This class will augment the InventTable table, and enable access to the table’s fields and methods in a manner that is easy to read and understand. It’s important that you choose the correct name for your augmentation class. This name must be unique across all…
You can create a cross-company query by using X++ code. There are two ways to do this: crossCompany keyword on the select statement Query class methods A cross-company query can also be created under the Query node in the Application Object Tree (AOT). A cross-company query cannot return data for companies that the user does…
You can configure one or more Microsoft Dynamics AX clients to open in a specific company by using the Microsoft Dynamics AX 2012 Configuration utility. Open the configuration utility. Verify that the configuration target and configuration that you want to modify are currently open. On the General tab, in the Company box, enter the three-letter or four-letter company identifier,…
One of the great draws of Microsoft Dynamics AX is that the user interface feels familiar. I think we can all agree that the end user has a better chance of adapting the new technology when this is the case. The users might even appreciate the software more when things feel built especially for them. Fortunately, in…
Sometimes you might see the error message that “Fiscal period for is not open”. To verify the status of the Fiscal period and change it, if needed, you can go to General ledger > Setup > Ledger > Ledger calendar button. Find appropriate period and check the Period status. From this form, you are able to…
The Application Object Tree (AOT) in Microsoft Dynamics AX can display information about which layers elements are in or have been modified in. The layer information is shown in parentheses immediately following the element name in the AOT; for example, CustTable (sys). This topic describes how to specify the layer information that appears with elements in…
When modifying some base forms to include new tables you might get the error The number of joins in the statement is 31. This exceeds the maximum of 26. Turn on exception for this warning to see the call stack. In order to fix this we need to bump the max limit (default is 26.) We…
When you make a query it can happen that you use more than one data source for the same table. If you use the query builder you will have to set the filters on the right data source. If you have multiple data sources for the same table the only way to select the correct…
Setting default values on a new record in a Grid is a simple task. To do this, you need to override the initValue() method on the Form’s Data Source. Let say I have a Table named tblDefault which contains two fields TheDate, which is a UtcDateTime type, and Who, which is a String type. In my example, I want the TheDate field to default to…
In Microsoft Dynamics AX 2012, we can use a reference group to display the auto identification of a foreign key in a form. By using the ReplacementFieldGroup property of the reference group control, we could also choose to display a column instead of the auto identification of the foreign key. Sometimes, we need to filter…
How to perform a successful round in AX from real to integer?…Well, the answer is: use the function decround. static void Job1(Args _args) { int i, ii; real r = 334.55, r2 = 334.14; ; i = decround(r, 0); ii = decround(r2, 0); // It shows 335, 334 info(strfmt(“%1, %2”, i, ii)); }
Converts a real number to a string. Parameters Parameter Description number The real number to convert to a string. character The minimum number of characters required in the text. decimals The required number of decimal places. separator1 A DecimalSeparator enumeration value. separator2 A ThousandSeparator enumeration value. Return Value A string that represents the number. Remarks…
Solution : Navigate to C:\Program Files (x86)\Microsoft Visual Studio\2017\Community\Common7\IDE\CommonExtensions\Microsoft\TeamFoundation\Team Explorer\ and delete the Git folder. Make sure that there is no version of Git installed on your system, remove it by going to Control Panel → Program and Features (TortoiseGit does not need to be removed from my experience, just native git installations). Open up the Visual Studio 2017 installer and untick “Git For Windows”…
Reference Group control of a form will show the User needed fields like Name or any other specific field instead of a RecId but will save only RecId upon user selection in the backend. To use this Feature we need to use Replacement Key of a Table.Ø Index Specified in Replacement key of a table will…
Create customer category hierarchies Use this procedure to create a customer category hierarchy. Click Trade allowance management > Setup > Customer category hierarchy. In the Category hierarchy form, click New, and in the Name field, enter a name for the category hierarchy. For example, if you were creating a category hierarchy for regions in a geographical location, you might call it Customer by region. On the Categories FastTab,…
Step-1 Create a table called ‘BaseTable’Step-2 Set table property ‘supportInheritance’ to ‘Yes’Step-3 Create a filed name called ‘InstanceRelationType’ extends ‘RelationType’Step-4 Set table property ‘InstanceRelationType’ to ‘InstanceRelationType’Step-5 Create two filed called Id and Name as shown below screen Step-6 Create another table called ‘ChildTable’Step-7 Set table property ‘supportInheritance’ to ‘Yes’Step-8 Set table property ‘Extends’ to ‘BaseTable’…
Computed columns have been using in SQL server since many versions but this feature was available Dynamics AX since version 2012.Follow steps described here to learn how to create view and walthrough the complete example to understand how can we add computed columns in AX 2012 Views.More examples can be found from here –> http://daxmusings.codecrib.com/2011/10/computed-view-columns-in-ax-2012.html Well, here is an…
So, you are creating the query programmatically (of course using the Query* classes), and you need a statement like select * from tableA where columnB = val1 or columnC = val2 just do it like: QueryBuildDataSource qbds; QueryBuildRange qbr; str range; // initializing the query and the datasource(s) here; will go like qbds =…
If you delete a version controlled object from AOT you will probably also want the change to propagate across all AX environments (Test, UAT, PROD). To do this you need to check in the item. The problem is that the object, once deleted, disappears from the AOT, so where do we find it? To find…
It’s not possible to set an enum type with a null value This is default behavior of Base Enumeration. By default if user doesn’t choose a value the index 0 is defaulted for new record. If you want to achieve what you are looking for, you may add a third element in Base Enum, set…
When you assign the value to different data type, you will get this type of error message : “Assignment or comparison loses precision” For example:int x = 10;real y;y = x; To solve this issue, we can use the functions like any2real, any2int, any2stry = any2real(x);
This article describes how to use enum values in filter expressions : https://robscode.onl/ssrs-use-enum-values-in-filter-expressions/
The behavior of the email subsystem is influenced by a combination of administrator configuration, user configuration, and user choices. As an administrator, on the Email parameters page, note the following settings on the Email providers tab. The Batch email provider specifies which email provider will be used to send emails that are sent by processes in a batch or non-interactive manner.…
Personalization plays an important role in allowing users and organizations to optimize the user experience to meet their needs. By using the Saved views functionality, users can save multiple sets of personalization. For example, a Warehouse manager needs to view the All shipments list page by Site and Warehouse. Instead of filtering the data daily, the Warehouse manager saves each filtered list…
Create this job to find all the privileges for a menu item
In this case just restart the windows services : “Microsoft Dynamics AX Object Server 6.3$01-AX6_ERA_DEV”
To search for a label string Click Tools > Label > Label editor. Type the string you want to search for in the Find what box, then click Find now. To search for a label ID Click Tools > Label > Label editor. Enter a label ID in the Find what box, then click Find now. NoteLabel IDs consist of the @ symbol
You try to add a class to Version Control If this error occur : “\Classes.… can’t be added to version control as it does not exists in cus layer” the cause is that this object does not exists in cus layer so you need to modify the object in the current layer before you can…
Finance and Operations apps offers some various color themes and element sizes to create an aesthetically pleasing interface. You can use the User options page to control basic features and behavior of your environment that are specific to you as a user. The system administrator can control these user options from the Users page in the System administration module. Watch this…
When you want to create the same jobs for different legal entities, you can use the Copy batch job functionality to copy an existing batch job and the batch tasks, including recurrences. You can set the description, company, schedule start date and time, the recurrence, and the run by account at the same time. When you copy…
In Finance and Operations apps, any of the reports or actions can be set to run as a batch job by going to the Run in the background section of the report’s parameter pane. Set Batch processing to Yes, then provide a batch task job name, batch group, and whether the job should run as Private or Critical. The report…
Security or policies may require that specific tasks be performed by different users. You can set up rules to separate tasks that must be performed by different users. This concept is named segregation of duties. This helps reduce the risk of fraud, and helps you detect errors or irregularities. For example, you might not want…
The HR department of USMF has requested to remove access for the Accounts receivable clerk role in Finance and Operations apps for an employee who has changed role. Go to System administration > Security > Assign users to roles. In the tree, select Accounts receivable clerk. Select Manually assign / exclude users. In the list, select a user. Select Exclude from role to exclude the selected…
The HR department of USMF has requested to dynamically assign users to the Accounting supervisor role based on a criterion defined by HR department. Associate the Accounting supervisor role based on the rule defined by the HR department to the selected employees. Go to System administration > Security > Assign users to roles. In the tree, select Accounting supervisor. Select Add rule to…
The HR department of company USMF is hiring new employees for different roles in the next few weeks. The active directory user accounts will be created as part of onboarding process. You must import many users from Azure Active Directory into Finance and Operations apps. Go to System administration > Users > Users. Select Batch import. Expand the Run in the background section.…
The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts payable clerk. You must create a new user ID for the new hired employee and assign the default the company to USMF and associate the accounts payable clerk role. Go to System administration > Users > Users. Select New.…
The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts receivable clerk. The active directory user account has already been created as part of onboarding process. You must import a new hired employee and assign the default the company to USMF and associate…
The purpose of number sequences in Dynamics 365 Finance and Operations (Dynamics 365 F&O) is to automatically manage and generate unique identifiers for each type of record in a system. By labeling records with certain numbering conventions or prefixes, we can easily tell apart sales orders, purchase orders, customer and vendor accounts, etc. Knowing where to find data…
Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require them. Go to Organization administration > Number sequences > Number sequences. Select Number sequence, under the New sub-menu. In the Number sequence code field, enter Formulas. In the Name field, enter Formulas. Expand the Scope parameters section, and select Shared as the scope for the number sequence. Expand the Segments section, select Add and define the format for the…
You can use organizational hierarchies to view and report on your business from various perspectives. For example, you can set up one hierarchy for tax, legal, or statutory reporting. Go to Organization administration > Organizations > Organization hierarchies. Select New. In the Name field, type a value, such as ‘Contoso Quality’. Select Assign purpose. In the list at the left, find and select a…
Go to Organization administration > Organizations > Legal entities. Select New. In the Name field, type a value. In the Company field, type a value. In the Country/region field, enter or select a value. Select OK. In the General section, provide the following general information about the legal entity: Enter a search name if it is required. If this legal entity is being used as a consolidation company, set the Use for financial consolidation process slider…
Select Accounts receivable > Customers > All customers. Select Cave Wholesales, US-004. Select Customer > Accounts > Contacts > Add contacts. For first name, enter Aaron, for last name, enter Painter. Select Save. Close all the pages.
In this example we create a new address book. Also need to create a new party and associate the party with the new address book. Finally, we need to use this party to create a prospect. Go to Organization administration > Global address book > Address books. Select New. In the Name field, enter Denver. In the Description field, enter Denver Store. Select Save. In the Available Teams list, find…
If you try to convert a number into a string using any2Str() method error “Error executing code wrong type of argument for conversion function” can occur. To solve the problem try using num2Str() or int2Str() method
To check for duplicates in Global Address book : Go to Common -> Global Address book Select a record and click on “Checkfor duplicates” Select the values to include in the duplicate search (like name, state, zip code, phone, etc..) and press search The duplicated records will appear in the below grid If you want…
Download updates from Lifecycle Services (LCS) : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/download-hotfix-lcs Apply updates to cloud environments : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/apply-deployable-package-system Install metadata hotfixes in development environments : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/install-metadata-hotfix-package Patch SQL Server Reporting Services (SSRS) in one-box environments : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/patch-reporting-service-environment Update the Visual Studio development tools : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/update-development-tools
In dynamics 365, you can create multiple filters in the same form or report and save itand you can retrieve this filters as fast inquires For example, all sales order form you can create a filter on sales type:: return order as the below (all return order)go to accounts receivables/orders/all sales orders /options tab click advanced filter /sort…
You can use the Restart services functionality in Microsoft Dynamics Lifecycle Services (LCS) to restart individual services that are associated with a Tier 2, Tier 3, Tier 4, or Tier 5 standard acceptance test (sandbox) environment that is deployed in a Microsoft subscription. You can use this functionality to restart the following services: IIS DIXF…
In case you need additional D365FO environments for demo or development purposes besides the Cloud-hosted environments, Microsoft also makes it very easy to deploy an on-premises D365FO OneBox development instance by offering a downloadable virtual hard disk (VHD) from the LCS Shared Asset Library. Go to the LCS https://lcs.dynamics.com/ main page and select Shared asset library Select the asset…
Regression Suite Automation Tool : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-overview Regression Suite Automation Tool installation and configuration : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-install-configure Use the Regression suite automation tool (RSAT) : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-run Maintain test cases in Regression suite automation tool (RSAT) : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-maintain-test-cases Validate expected values : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-validate-expected Copy variables to chain test cases : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-chain-test-cases Derived test cases : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-derived-test-cases Upgrade parameter…
The ATL Code Generation Wizard is a feature in the D365 Visual Studio development environment, which automatically generates Entities, Queries, and Specifications that you can use within the ATL framework. The ATL models within D365 contain objects for nearly every situation one would need to test, but with the new Wizard custom objects can be…
Automated testing took on a more critical role in the world of Dynamics 365 with the introduction of Continuous Updates (#OneVersion). Dynamics customers must have an ability to update their application frequently and test the solution in days and hours (not months and weeks). While RSAT (Regression Suite Automation Tool) is a decent starting point for testing…
See Microsoft guideline article : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/integration-overview
Entities are categorized based on their functions and the type of data that they serve. The following are five categories for data entities. Parameter Functional or behavioral parameters. Required to set up a deployment or a module for a specific build or customer. Can include data that is specific to an industry or business. The…
Navigate to System Administration > Workspaces > Data management. Click the Framework parameters tile. In the Shared working directory field, enter C:\users\public\documents\ then click Validate. Click the Export tile. In the Name field, enter a name for the export job. In the Entity Name field, select the Vendors entity. Click on Add entity. In the…
Dynamics 365 Security roles are elements which are granted various sets of duties and privileges that give users, assigned to those security roles, access to various “securable objects”, which is just a fancy way of saying menu items, form, reports, inquiries, buttons, and all the other things users interact with throughout the application. Security roles…
How-to set up BYOD BYOD uses the Export services of Dynamics 365 for Finance and Operations (D365 F&O), found in the “Modules > System Administration > Data Management” workspace of the environment. The first step is to Configure the entities to export to your external database. I will use an Azure SQL database as the…
This topic describes how to install and configure the Document Routing Agent (DRA). The DRA is a downloadable application that you can use to enable network printing scenarios. You can enable network printers for specific companies by using in-client administrative pages. Preparing to install the Document Routing Agent Supported on Windows 8.1, Windows 10, Microsoft…
Alerts are a very power piece of functionality in Dynamics 365 Finance and Operations. Alerts give users the power to set up custom automated alerts that trigger upon user defined events. This allows users to monitor the creation, changes of certain fields, records or data sets and get alerted to due dates and deadlines. In a…
Manually delegate a work item To delegate an individual work item, select the Delegate option in the Workflow menu and then enter the user to be delegated to along with a comment. This will reassign the work item to that user so they can complete it. Manually delegate multiple work items Multiple work items can be delegated together from…
Purchasing policies overview : https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/purchase-policies Create purchasing policies : https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/tasks/create-purchasing-policies Set up policies for procurement category hierarchies : https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/tasks/set-up-policies-procurement-category-hierarchies
Click the Gear icon in the top right corner of the page. Select User Options from the drop-down menu. Click the Preferences tab In the Startup section, select and change Company field. Select and change Country field. Select and change the Language field. Select and change the Time zone field. Click Save to save your…
This topic explains how administrators can add links to their organization’s legal terms and privacy statement in the About pane of Microsoft Dynamics 365 Finance, Supply Chain Management, and Commerce. Organizations often need to ensure that the links to their legal terms and privacy statement are readily available and visible to users in order to meet legal…
You need to ensure that human resources managers can approve absences for employees. Navigate to System Administration> Security Configuration Select the role ‘Human Resource Manager’, click on under References Duties Click on button ‘Add references’ and select Approve absences. Save and publish.
You need to import the latest currency exchange rates. You can also configure a schedule to automatically import the latest currency exchange rates. 1. Navigate to General Ledger > Currencies > Import currency exchange rates2. Select the Default Exchange Rate Type.3. Select Central Bank of Europe for the Exchange Rate Provider.4. In the Import as…
Go to –> Sales and Marketing > Setup > Campaigns > Email template Create new Fill in name and subject Add a variable to the email text if needed (i.e. %PERSONNAME%)
To change the default Home page of D365FO access the Settings icon in the upper right corner, then click User options. Go to Preferences, click on dropdown “Initial page” and choose the new initial page
This topic describes how to define a unit of measure, provide translations for the unit and its description, and define conversion rules for related units. Open the Units page To create and work with the units of measure that are available in your system, go to Organization administration > Setup > Units > Units. The remaining…
The customer workflow has been added to version 8.0.4. You can change specific fields for a customer and then send those changes for approval by using the workflow before they are added to the customer. Set up the customer workflow Before you can use the customer workflow feature, you must enable it. Go to Accounts receivable…
You can configure the system to send email messages to users when workflow-related events occur. For example, email messages can be sent to users when documents are assigned to them for approval. The demo data company used to create this procedure is USMF. Go to Navigation pane > Modules > System administration > Users > Users.…
Written by Tim Woodsin Organization Administration Number sequences in Dynamics 365 Finance and Operations (Dynamics 365) are used to systematically and automatically generate and manage the unique identifiers for different types records throughout the system. There are a large number of types of records that require a number sequence before the record and be successfully created. Some…
Create sales orders : https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/create-sales-orders Manage order holds : https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/manage-order-holds Confirm sales orders : https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/confirm-sales-orders
Create working time templates : https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-working-time-templates Create working time calendars : https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-working-time-calendars
Scenario The Finance and Operations module that you’re working in determines the types of workflow that you can create. In this lab, you will create a purchase requisition workflow. Before a purchase requisition can be submitted for review, you need to configure the workflow. Create and set up workflows In the company USMF, go to Procurement and…
Batch processing overview : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/batch-processing-overview Batch processing and batch servers : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/batch-server-overview Create a batch job : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/tasks/create-batch-job Enable automatic retries on batch jobs : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/retryable-batch Copy a batch job : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/copy-batch-job Active batch periods : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/activeperiod Daylight saving time support for active batch periods : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/batch-active-period-dst Batch manager security role : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/runby Set up…
Creating a date interval in Finance helps you filter, report, and analyze data based on a date range. Follow Microsoft guide to create date intervals : https://docs.microsoft.com/en-us/learn/modules/create-fiscal-calendars-years-periods-dyn365-finance/7-date-interval
AX / Dynamics 365 For Finance and Operations blog 