configure the product search to quickly filter products at order entry within dynamics ax
DESCRIPTION
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 as you are creating the sales order over multiple fields at once 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.TRANSCRIPT
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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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© 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com
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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Questions
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Preface
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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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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.
Configure The Product Search To Quickly Filter Products At Order Entry
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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.
Configure The Product Search To Quickly Filter Products At Order Entry
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When the Define Criteria maintenance form is displayed, change the Type to Item.
Configure The Product Search To Quickly Filter Products At Order Entry
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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.
Configure The Product Search To Quickly Filter Products At Order Entry
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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.
Configure The Product Search To Quickly Filter Products At Order Entry
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Although Dynamics AX tells you that this may take a while, click on the OK button.
Configure The Product Search To Quickly Filter Products At Order Entry
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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?
Configure The Product Search To Quickly Filter Products At Order Entry
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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
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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