Configure The Product Search To Quickly Filter Products At Order Entry Within Dynamics AX

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© 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com

MURRAY FIFE

DYNAMICS AX 2012 TIPS & TRICKS

CONFIGURE THE PRODUCT SEARCH TO QUICKLY FILTER PRODUCTS AT ORDER ENTRY

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CONFIGURE THE PRODUCT SEARCH TO QUICKLY FILTER

PRODUCTS AT ORDER ENTRY

BY MURRAY FIFE

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Copyright © 2014 Murray Fife

All Rights Reserved

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What You Need For This Guide

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 or deployed through Lifecycle Services. The following list of software from the virtual image was leveraged within this guide:

• Microsoft Dynamics AX 2012 R3

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 [email protected].

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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 [email protected] with a l ink 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 [email protected] if you are having a problem with any aspect of the book, and we will do our best to address it.

Preface

mailto:[email protected]



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Configure The Product Search To

Quickly Filter Products At Order

Entry

Sometimes, having too much of something is not the best situation to be in, and this is especially true if you sell a number of products that are similar, and you are trying to find the right product to put on a sales order. Don’t despair though, with the R3 release a new feature is available that allows you to perform an in-line search over multiple fields at once as you are creating the sales order and then give you a filtered list of matching products that you can add to the order with just a click of the button.

Although playing Where’s Waldo is fun, sometimes it’s better to cheat.

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TIP & TRICKS FOR DYNAMICS AX 2012

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To start off we need to configure the search parameters. To do this, click on the Search Parameters menu item within the Search folder of the Setup group within the Sales and Marketing area page.

Configure The Product Search To Quickly Filter Products At Order Entry

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When the Search Parameters dialog box is displayed, make sure that you have the Automatically Fill Item Search flag set, and also select the Partial Match option from the Search Type field.

After you have done that, click on the Close button.


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Now we need to configure the fields that we will be searching on. To do this, click on the Define Criteria menu item within the Search folder of the Setup group within the Sales and Marketing area page.


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When the Define Criteria maintenance form is displayed, change the Type to Item.


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Then add all of the fields that you want to search on by clicking on the New button in the menu bar, and selecting the Field Name from the dropdown list.


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After you have configured the search fields, click on the Refresh button in the menu bar to update the search view.


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Although Dynamics AX tells you that this may take a while, click on the OK button.


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Then when the Refresh Full Text Search dialog box is displayed, click on the OK button to complete the update.

After it has finished, just close out of the forms.


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To see this in action, just open up your sales order and type in the phrase that you want to start searching on within the Item Number field.


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If there is not an exact match on the fields that you are searching on, then the Item Search dialog will be displayed showing you all of the matches.


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You can further refine the search until you find the product that you want and you can even add the product to the order line just by typing in a Sales Quantity and then click the Create button.


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Now you have just the right product on your order.

How easy is that?


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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 2012http://www.amazon.com/dp/1495487776/

Another 50 Tips & Tricks for Dynamics AXhttp://www.amazon.com/dp/1497383412/

Want More Tips & Tricks

http://www.amazon.com/dp/1495487776/

http://www.amazon.com/dp/1497383412/

http://www.amazon.com/dp/B00J7AG5CG/

http://www.amazon.com/dp/B00J7AG5CG/

http://www.amazon.com/Configuring-Production-Dynamics-Barebones-Configuration/dp/149920633X/

http://www.amazon.com/Configuring-Production-Dynamics-Barebones-Configuration/dp/149920633X/

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Murray Fife is a Microsoft Dynamics AX MVP, and 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 [email protected]

TWITTER @murrayfife

SKYPE murrayfife

AMAZON www.amazon.com/author/murrayfife

WEB www.dynamicsaxcompanions.com

About the Author

Configure The Product Search To Quickly Filter Products At Order Entry Within Dynamics AX

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