Barcode setup and creation with number sequence

Below are steps to create a barcode for an item that tracks the Size variant and use a number sequence to automatically create the new barcodes.

1. Set up the bar code Mask characters: 
    Retail >>Setup>>Bar codes and labels>>Mast characters
      a.  Product = I
      b.  Size = Z

 

2.  Set up the Bar Code Mask Setup for “Size”:  
     Retail >> Setup >> Bar codes and labels >> Bar code mask setup

NOTE:  When using “Functions>>Create bar codes from number sequence” in Step 10, because Number Sequences will be used to generate the bar code, this Bar code mask setup is not actually used.  If you choose “Functions >> Create/Update bar codes”, then this assigned Bar code mask setup is used.  Either way this MUST be assigned to the Bar codes in the next step otherwise general AX code will fail due to this field being blank.

3.  Set up the Bar codes:  
     Retail >> Setup >> Bar codes and labels >> Bar code setup

4.  Set up the Number Sequence:  
     Organization administration >> Common >> Number sequences >> Number sequences
      a.  Create a new number sequence for UPC (this will tie into a Vendor account)
           If you normally have a prefix for bar codes, then you would add a constant along with the alphanumeric auto-generated number.

NOTE:  The Number Sequence must be 1 digit less than the maximum length of the Bar code.  This is due to a check digit being added by the AX code.

In our scenario the Bar code length must be 13, so the total of the number sequence must be 12.

2 + length of constant

10 + length of alpanumeric

12 = length of number sequence

  1 + check digit

13 = total for bar code

 

5.  Create a new Size Group to auto-populate the dimensions:  
     Retail >> Setup >> Variant groups >> Size groups
      a.  Select Auto number bar code

 NOTE:  You must assign the Variant Groups prior to creating the Item.  This is required during the number sequence bar code creation.  You can add product dimensions directly to the product, but the barcode creation requires a variant group.

6.  Add this to the Retail product hierarchy for auto applying to product masters in a category
     Retail >> Setup >> Category hierarchies >> Retail product hierarchy
      a.  Select the category from the tree and in the details pane, expand the Retail product properties fast tab
      b.  In the Variant groups, add the necessary groups from the dropdown.

In our scenario we added Size group: Size

  

7.  Create a new item:  
     Retail >> Common >> Products >> Released products by category or 
     Product information management >> Common >> Products >> Released products

      a.  Product type: Item
      b.  Product subtype: Product master
      c.  Product/Item Number is 10 digits long because of the Barcode Mask Setup and the Number Sequence configuration.
      d.  Retail category: This must be populated for the item to be available in Retail, select the category you choose in Step 6 to assign the size group.
      e.  Reference group: Select any value
  

8.  Assign the available sizes to the item.
      a.  Find the product we just created, select it ,and click Edit.
      b.  Expand the Retail fast tab and note that the Size group is added automatically from the Retail product hierarchy.  Select "Size" in the Bar code setup field.

   

   c.  On the Product menu select Product dimensions. You should see a list of available size dimensions.

 

      d.  Close the Product dimensions form.
      e.  On the Menu bar, select Released product variants 
      f.  Select the Variant suggestions button
      g.  Click Select All and then click Create

You now see the sizes in the Released product variants form
Close the Release product variants form, but leave the Released product details form open for Step 10.

9.  In order for the Number Sequence to work, it must be assigned to a vendor.
     Accounts Payable >> Common >> Vendors >> All vendors
      a.  Select account 1001 and click Edit.
      b.  Expand the Retail fast tab
      c.  Select UPC (from Step 4) in the Bar code number sequence field.
      d.  Close the form.

  

10. Create the Bar code
      a.  Go to back to the item:  
           Retail >> Common >> Products >> Released products by category
      b.  On the Manage inventory menu under Warehouse, click Bar codes 
 

An Info Log window may appear with errors/warnings, this can be ignored due to the next step.
      c.  Select the new record that was auto-created when the form opened and click Delete.  Another Info log with error messages will appear, close this.  We will create new lines for bar codes.
      d.  Click Functions >> Create bar code from number sequences

      e.  Select the Vendor (1001) you assigned the bar code number sequence.

      f.  Select “OK” to create bar codes message

 

3 bar codes are created, one for each variant using the sequence number for the UPC (1100000000075,1100000000082,1100000000099)

11 is the constant, the alphanumeric next number (0000000007, 0000000008, 0000000009), and the check digit (5,2,9).

 

Chart Of Account (Main Account Type and Category)

Reference ID	Main account category	Description	Main account type
1	CASH	Cash	Asset
2	CASHEQUIV	Cash equivalents	Asset
3	SHORTTERMINVEST	Short-Term investments	Asset
4	AR	Accounts receivable	Asset
5	INV	Inventory	Asset
6	NOTESREC	Notes receivables	Asset
7	WIP	Work in process	Asset
8	PREPAIDEXP	Prepaid expenses	Asset
9	OTHERCA	Other current assets	Asset
10	LONGTERMINVEST	Long-Term investments	Asset
11	PPE	Property plant and equipment	Asset
12	ACCUDEP	Accumulated depreciation	Asset
13	INTANASSET	Intangible assets	Asset
14	OTHERASSET	Other assets	Asset
15	AP	Accounts payable	Liability
16	NOTESPAY	Notes payable	Liability
17	CURRENTMATLTD	Current maturities on long-term debt	Liability
18	TAXPAY	Taxes payable	Liability
19	INTPAY	Interest payable	Liability
20	DIVPAY	Dividends payable	Liability
21	LEASEPAY	Leases payable (current)	Liability
22	SINKPAY	Sinking fund payable (current)	Liability
23	OTHERCURLIA	Other current liabilities	Liability
24	LONGTERMDEBT	Long-Term debt	Liability
25	COMMONSTOCK	Common stock	Asset
26	PREFERREDSTOCK	Preferred stock	Asset
27	ADDPAIDINCAPCOM	Additional paid in capital - common	Equity
28	ADDPAIDINCAPPREF	Additional paid in capital - preferred	Equity
29	RETEARN	Retained earnings	Revenue
30	TREASTOCK	Treasury stock	Asset
31	COMMONDIV	Common dividends	Revenue
32	PREFERREDDIV	Preferred dividends	Revenue
33	SALES	Sales	Revenue
34	SALERETDIS	Sales returns and discounts	Revenue
35	COGS	Cost of goods sold	Expense
36	SELLEXP	Selling expense	Expense
37	ADMINEXP	Administrative expense	Expense
38	MANUEXP	Manufacturing expense	Expense
39	TANDEEXP	Travel and entertainment expenses	Expense
40	PROJEXP	Project operation expense	Expense
41	SALARYEXP	Salaries expense	Expense
42	OTHEREMPEXP	Other employee expenses	Expense
43	INTEXP	Interest expense	Expense
44	TAXEXP	Tax expense	Expense
45	DEPREXP	Depreciation expense	Expense
46	INCTAXEXP	Income tax expense	Expense
47	OTHEREXP	Other expenses	Expense
48	OTHERINC	Other income	Revenue
49	CHRNOTUSEWORKCAP	Charges not using working capital	Expense
50	REVNOTPRODWORKCAP	Revenues not producing working capital	Revenue
51	GAINLOSSASSET	Gain or loss on asset disposal	Revenue
52	AMORTINTAGASSET	Amortization of intangible assets	Revenue
53	STATISTICAL	Statistical accounts	Profit and loss
54	ENCUMBRANCE	Encumbrance	Asset
55	PRE-ENCUMBRANCE	Pre-encumbrance	Asset

Enterprise Portal With Share Point 2013

• Open the Microsoft Dynamics AX 2012 R2 setup.
• Click on “validate system requirements” option.
  
  

• Check the “Enterprise Portal” checkbox from the list of components and then click on validate button.

•  Install the Pre-requisite listed below in the result.
  
  
   

The essential prerequisite for Enterprise Portal is SharePoint Foundation/Server. Here I am installing SharePoint 2013 Foundation. 

• Download the following Prerequisites & install it manually:

• sqlncli.msi
• Windows6.1-KB2506143-x64.msu
• dotNetFx45_Full_x86_x64.exe
• Windows6.1-KB974405-x64.msu
• Synchronization.msi
• MicrosoftIdentityExtensions-64.msi
• setup_msipc_x64.msi
• WcfDataServices.exe
  
  

• Install software prerequisites from the setup of SharePoint Foundation 2013, it will configure “Application server and Web IIS” after that it will automatically install the Windows Server AppFabric and its updates...
  
  
   

• If after installation, the AppFabric server installation shows any error then do as follows…

My computer \ Properties \ System \ Advanced System Settings \ Environment Variables \ System Variables

PSModulePath - C:\Windows\system32\WindowsPowerShell\v1.0\Modules\;c:\Program Files\AppFabric 1.1 for Windows Server\PowershellModules

• Once the installation will be finished, it will automatically open the SharePoint Products Configuration Wizard, cancel the product configuration wizard and then install “KB2768000” update for SharePoint 2013.  
  
  
  After that you can start the SharePoint product configuration wizard, you can start it from

Start > All Programs > Microsoft SharePoint 2013 Products > SharePoint 2013 Products Configuration Wizard

• Select the new server farm for SharePoint, which is creating a new server farm in the system and then add our server into the new server farm, or else you can connect with any existing server farm by using the passphrase of that server farm.
  
  
   

• Specify your database server name, Username and Password
   

• Specify your custom port number or you can use the system generated port number as well, choose NTLM as an authentication provider
  
  
   

• It gives summary of the configuration settings, which will be applied, click on the NEXT button and it will start the configuration process

 

• It will take a little long time to configure the SharePoint product
  
  
  

• Specify the farm security passphrase, which is used when you want connect another server with this farm
   

• Hit the FINISH button and SP 2013 will be configured  

• It will create a new “Config” database, “Admin content” database & other required databases in SQL server for SharePoint like below image. 

After clicking on finish, it will open the configuration wizard in your default browser.

• Before the configuration of product in the IIS manager, the default SharePoint 80 site is not exist, refer below image

• Now START the wizard in the browser, which is open after FINISH the product configuration wizard

• Specify existing or create new management account and do NEXT

• Specify the title & description of your team site or you can also skip the below step & click on OK button

• Do FINISH the wizard

• Now you can see the default SharePoint 80 site on the IIS manage after completing all the configuration wizards. The configuration wizard that helps you to create & configure SharePoint 80.

• SharePoint 80 site would appear as such below in the browser  

After that open the SharePoint central admin

• Open manage service on order

• In that find claims to windows token service, if it is in stop status then start it.

• After that restart the PC.
  
  

Install the EP from 2012 R2 setup.

• Open the setup of Microsoft Dynamics AX 2012 R2
  
  
   

• Select Add or Modify Component

• Select Enterprise Portal from component list & do NEXT
  
  
   

• After validation on requirement click NEXT
  
  
   

• Specify a user name and a password for the business connector
  
  
     

• It will use the default SharePoint 80 to create the Enterprise Portal site for Dynamics AX

 

• Again it will validate the requirement for the Enterprise Portal, Once that finishes do NEXT
  
  
   

• Now click on the Install button and it will start installing the Enterprise Portal for Microsoft Dynamics AX 2012 R2
  
  
    
  The installation may take some time
  
  
     

• Finish the installation

Your installation of Enterprise portal with SharePoint 2013 is installed successfully in your system, Now you have to do is assign proper ROLE to the user and setting up the ROLE CENTER the that USER. Other side you can open your Enterprise portal site on the browser with valid credentials