Dynamics AX Workflow
Dynamics AX Workflow
Agenda
Dynamics AX workflow functional
How does it look like? Which workflows are standard? How do you configure those?
Purchase Requisition
Accounts Receivables
Payment journal, draw bill of exchange journal, protest bill of exchange journal, redraw bill of exchange journal, remittance journal, settle bill of exchange journal
Accounts Payables
Invoice register, invoice approval journal, invoice journal, payment journal, draw promissory note journal, redraw promissory note journal, remittance journal, settle promissory note journal
Project Accounting
Project purchase requisition approval
Expense Management
Cash advance request template, expense template, non-project line item workflow template, project expense line workflow template
Workflow Overview
Workflow Started
Configuration
Runtime
Workflow
Workflow Instance
Workflow Task
Workflow Step
Workflow Approval
Ken
Workflow Step
Design
Workflow Task
Workflow Step
Isaac
Michael
WORKFLOW CONFIGURATION
10
11
12
13
14
15
16
17
18
19
20
Summary
Fully embedded in the system Out-of-the-box templates Easy to configure, to customize Delegate options Safe limits
1 person approves Multiple people approve Majority or percentage of people approve 1st line manager
Approval based on role, hierarchy or user Escalation Multiple languages Version management
Workflow topology
Workflow infrastructure consists of:
Workflow runtime for Internet Information Services (IIS) Workflow runtime for Application Object Server (AOS)
Workflow can be installed on the same IIS server (farm) along with Enterprise Portal, Application Integration Framework (AIF) Web services and SQL Reporting Services (although it is recommended to use dedicated IIS) While planning your system topology, you need to estimate the added load that workflow activities will generate on the workflow server and the database If you have two users submitting document to Workflow, two instances are started
Running axSetup.exe
axSetup will install:
Internet Information Services (IIS) when is not installed ASP.NET 2.0 Microsoft Dynamics AX .NET Business Connector .NET 3.5 Framework which contains Windows Workflow Foundation
Troubleshooting workflow
Is there a number sequence for configuration IDs? Basic -> Setup -> Settings for workflow If you use the WorkflowWorkCalendarDueDateProvider, are there valid working times in the system to assign a work item to? Basic -> Common forms -> Calendar Is workflow installed? By default, workflow may not be installed. Is Microsoft Share Point installed? By default, Share Point and other Web programs may use the IIS Default Web Site. Create a new web site URL for workflow on a different port using IIS Manager.
Troubleshooting workflow
Do you have rights to run workflow? A valid security account must be set up. Administration -> Setup -> User groups click on Premissions Viewing: Workflow Do you have a valid workflow URL for the Internet Information Service (IIS)? To validate your workflow URL for IIS, on the Setup pane in the Basic -> Setup -> Setting for workflow click the Administration tab, and then click Validate. Are workflow system accounts set up for workflow? Administration -> Setup -> Security > System service accounts, set an Alias and Network domain for the Workflow System Account and the Workflow Execution Account.
Troubleshooting workflow
Look into Basic -> Inquiries -> Workflow history is there any error mentioned? Look into Microsoft Dynamics AX Workflow event log is there any errors mentioned? Look into Application event log is there any errors mentioned from BC.NET ? Is BC.NET started correctly? If it is you will get Information:
Microsoft Dynamics AX Business Connector Session 10. Dynamics .NET Business Connector has been started. System Information: PID: 5092 Component: C:\Windows\assembly\GAC_64\Microsoft.Dynamics.BusinessConnectorNet\5.0.0.0__31bf 3856ad364e35\Microsoft.Dynamics.BusinessConnectorNet.dll Registration: .Net Build number: 593 Configuration: BCDebug System directory: C:\Program Files (x86)\Microsoft Dynamics AX\50\Client\ Application: Database: AOS: BE-CZLANGOW03 X++ debugging: Enabled
The Enterprise Portal Framework license is required because the DAX workflow runtime ultimately uses the .NET Business Connector
Refereneces
Microsoft Dynamics AX 2009 White Paper: Integration of Workflow Capabilities into Journals http://www.microsoft.com/downloads/details.aspx? FamilyId=92DB8FD7-50D7-495E-BAB8B97144D762B2&displaylang=en - The journals capable of being integrated with workflow approvals must originate in the LedgerJournalTable and be accessible by the LedgerJournalTableForm. Currently only those journals defined in General ledger > Setup > Journals may be integrated with workflow. This white paper identifies the areas where code needs to be added or modified to enable workflow approvals integration for a specific journal type.
Refereneces
Using Microsoft Dynamics Ax 2009 Workflow controls in EP (http://blogs.msdn.com/solutions/archive/2008/07/ 30/using-microsoft-dynamics-ax-2009-workflowcontrols-in-ep.aspx ) Developing a Workflow (How Do I in Microsoft Dynamics AX 2009 SDK) (http://msdn.microsoft.com/enus/library/cc967389.aspx )
DAX 2009 SP1 contains hotfix but also needs to patch file Microsoft.Dynamics.Setup.ReportingServices.dll for axSetup from RTM version please read Microsoft Dynamics AX 2009 SP1 Install Guide.pdf (https://mbs.microsoft.com/downloads/customer/AX/2009s p1/Microsoft_Dynamics_AX_2009_SP1_Install_Guide.pdf )
Then you can install Reporting extensions from RTM axSetup After you will be able to apply SP1 on Reporting extension component
Solution:
References:
User
Server 1
Server 2
The problem starts when Server 1 is acting on behalf of the authenticated user. As long as Server 1 would access Server 2 with his own Computer / Service Account we would not have any issue. But sometimes the data returned by a Server needs to be "Security Trimmed" (not every user is allowed to see everything) and this is the case in our scenario. So Server1 needs to authenticate to Server2 again as the User.
User
Server 1
Server 2
User
Server 1
Server 2
Kerberos introduced with Windows 2000 and requiries Active Directory. Kerberos authentication sends tickets which is issued by Active Directory Domain Controller. So the client (user) is sending Server1 Kerberos ticket. Server1 can reuse the ticket received and pass it to Server2. This concept is called delegation
If you want to know more, the following blog is a good starting point: http://blogs.technet.com/askds/archive/2008/06/13/understanding-kerberos-doublehop.aspx
After reducing pre-built cubes, analytics content needs to be reduced (OLAP Reports exposed via role centers or menu items, KPIs )
Time needed: 1~3 Hrs Depends on the amount of Licenses reduced from the full configuration Depends on the number of Role Center pages used
Role center
How can I get information what reports and what KPIs are used on the Role Center? https://www.microsoft.com/dynamics/ax/using/ax_ rolecenterreference.mspx you will find every Role Center detailed described (..\Documents\Pizza sessions\FIM_Accounting_Mgr.doc) In document you can find
The list of used WebParts The list of Reports from SQL Reporting Services (type: chart, report; if it is depended on queue, select criteria) List of KPIs and how they are counted
Rootcause:
Required components are not installed
Solution:
Microsoft Visual Studio 2008 Shell (isolated mode) Redistributable Package NOTE: Install regardless of operating system Step 1 Save the download locally Step 2 Extract the package Step 3 run the vs_appenvredist.msi Windows SDK for Windows Server 2008 and .NET Framework 3.5 NOTE: Install regardless of operating system
Rootcouse
Execution account for SQL Reporting Services is setup
Solution:
Leave execution account blank on SSRS 2005 or set it to BC proxy account on SSRS 2008
Rootcause:
SSRS updates or Service Packs remove entries from rsreportserver.config file
Solution
Reinstall reporting extensions Backup copy of \Program Files\ Microsoft SQL Server \ MSSQL.<Instance>\Reporting Services\ReportServer and restore it after SQL update
Rootcause:
Cubes were not proccessed No data in table LedgerPeriodTimeDimension
Solution:
Check if there is data in table LedgerPeriodTimeDimension if not run job:
static voind PopulateData(Args _args) { ; LedgerPeriodTimeDimension::populate(); }
Proccess cubes
Rootcause:
Exchange rate from Analysis services was not set up
Solution:
Go to Administration -> Setup -> Business analysis > OLAP -> Setup Exchange Rate and setup exchange rate Proccess cubes
Rootcause:
.NET Framework 3.5 SP1 is intalled on EP machine
Solution:
Uninstall .NET Framework 3.5 SP1 and install .NET Framework 3.5 For RTM apply hotfix https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?s cid=kb$EN-US$957312&wa=wsignin1.0 Apply SP1 for DAX 2009 NOTE there is special step needed to install SP1 on DAX 2009 please follow Microsoft Dynamics AX 2009 SP1 Install Guide.pdf (https://mbs.microsoft.com/downloads/customer/AX/2009sp1/ Microsoft_Dynamics_AX_2009_SP1_Install_Guide.pdf )
Rootcause:
Date is sent in other format than en-us so analysis services cannot parse it.
Solution:
Change settings on client IE in Tools -> Internet options -> Languages into EN-US