Who you are paying and who owes you money are two very important questions every business needs to answer on a daily basis. This is easily done when you have vendor and customer as dimensions in Dynamics AX 2012. But what if you don’t? With Management Reporter CU6, Dynamics AX 2012 customers can now add them to their reports for display and filtering purposes. Let’s take a look at both examples.
Example 1: Displaying customer and vendor on a report
When you want to display the customer or vendor associated with a transaction you can add an attribute column and choose vendor or customer name as the attribute category.
Example 2: Filtering a report by customer or vendor
If filtering by a customer or vendor is required, then you can add them as an attribute filter in either the row or the column definition.
Hi April, our esteem customer wants a report by customer group in management reporter, I use this blog to display by customer name but then the customer requirement is to display by customer group.
Requesting you to help with your thoughts.
I was hoping to make a similar report. In my case, I would like to create a reporting tree based on a customer group dimension. When I select the dimension for customer, all I get is a list of all customers. Do I have to manually group them into their respective customer groups or can I add a dimension that pulls those groupings for me?
If customer is a dimension you can create a reporting tree definition using it but will need to create the customer group rollups manually. If customer is not a dimension and only an attribute, then you won't be able to make a reporting tree definition off of it.
I got an issue displaying attribute customer name. im using it with the row modifier in the row definition filtering by every customer I got in AX (hehe). But when reviewing amounts I got an issue with two customers. one transaction was displaying in Customer 1, but when I checked it it should display in the customer 2. the transaction with the issue was a general ledger with one voucher. the voucher has two lines, Customer 1 at the debit side and customer 2 at the credit side. Management reporter is assigning the two amounts for customer 2 (I think because it assumes there will be one customer per voucher). Has some else got this problems, or thing is ther is a hotfix for this issue?
Thanks in advance
The vendor name & customer name are not showing up in the report generated. Can you please help?
With CU10 vendor and customer are optional and opt in. Review the AX provider guide for information on the options for CU10.
the AX provider guide only explaines how you can opt to ignore attributes ("AttributesToIgnore"), and not how to include attributes that is left out by default.
Can you please give an example on how we can include the Customer name and Vendor name to the attributes in MR?
The steps to include an attribute are the same to remove them. You may see the following line in MRServiceHost.settings.config
<add key="AttributesToIgnore" value="Customer, Vendor" />
To include these attributes, you just need to remove those two items, such as:
<add key="AttributesToIgnore" value=" " />
Once this is done, you will need to remove the integration, restart MR services, and re-add the integration in the Config Console so all transactions pull over these attributes. If you do not have this line included in your config file (which is possible with upgrades) then you need to add the line to your config file.
Hi Ryan, and thak you for your reply.
I was aiming to do the exact solution you propose, but the thing is that the code
is not present in the file MRServiceHost.settings.config. In fact, there is no line stating the Attributes in the config file. I have searched for the config file, and found it in the folder C:\Program Files\Microsoft Dynamics AX\60\Management Reporter\Server\Services, and the file looks like this:
<?xml version="1.0" encoding="utf-8"?>
<add key="DefaultBaseAddress" value="http://ax2012r2a:4712/" />
<!-- Valid values for "MaximumConcurrentReportTasks" are 1 to 2147483647. The default value is 5.-->
<add key="MaximumConcurrentReportingTasks" value="5" />
<add key="AXReaderTimeout" value="90" />
<add key="GPReaderTimeout" value="90" />
<add key="SqlBulkCopyTimeout" value="3000" />
<add key="SqlBulkCopyBatchSize" value="10000" />
<add key="IntegrationReaderTimeout" value="3600" />
<add key="IntegrationReaderQueryAttempts" value="5" />
<!-- DataMartQueryTimeout - Timeout in minutes. Specify -1 for max. -->
<add key="DataMartQueryTimeout" value="30" />
<add key="DuplicateDimensionCombinationDetectionEnabled" value="false" />
<!--Time after which an XBRL submission task in progress is faulted and a new submission task can be created. Time is in minutes-->
<add key="XbrlSubmissionExpirationInterval" value="30" />
I think this attribute controller might be found somewhere else in my system? I have searched the C: folder, but found no more config files for MR.
Can I simply just add the line
to this config file? It is strange that customer name and vendor name is not present in MR Attributes, even if the config file does not contain any attribute filters.
I have AX R3 and MR 2012 CU12 installed.
Adding the line is just fine. In the case of an upgrade, we don't add new entries to this .config file. If that particular setting isn't included, those attributes are disabled by default. You can add the setting and a new integration will include those attributes.
Thank you Ryan!
I have tested this scenario, and I can confirm that it is working. I now have both customer name and vendor name (among other initially missing attributes) in the list of Attributes.