Multiple forms are tracked during execution of business transactions. These forms could be related to entry form, permit form or tax forms. This feature will enable user to attach form reference with the transactions and generate periodic report of transactions with or without form reference and allow user to update form information at any time frequency.
Define form type (Navigation: General Ledger > Setup > Sales Tax > India > Tax form type)
In this form multiple forms can be define for each tax type such as India sales tax, value-added tax (VAT), Excise, Service tax and so on.
Attach form reference with Purchase/Sales/Stock transfer:
In the purchase transactions on header view a new button form reference is provided (Navigation: Accounts Payable > Common > All Purchase order > Purchase order > Action pane > Tax forms)
Similarly in the sales transaction on header view a new button form reference is provided (Accounts Receivable > Common > All Sales order > Sales order > Action pane > Tax forms)
On click "Form references" button New form "Form references" will open.
User can select "Tax type" from the lookup. Based on the tax type all forms defined for particular tax type will default in the grid with description.
User has to select form direction for each form type individually either as "To receive" or "To issue ." On click "Add" button selected form will flow to lower portion of the form under "Attached forms" list .User may enter Form series, form number and form date or can leave these field information blank. Through Remove button user can delete any selected " form type" from the grid under attached forms list. On click "OK" attached forms list will save and form will close.
In the stock transfer transactions a new button form references have been created in the transfer order form (Header level) (Navigation: Inventory and warehouse management > Periodic > Transfer orders ) and it will work similar to purchase and sales order.
Periodic form reference details is provided to update form information for the selected transactions. (Navigation: Main menu > General Ledger > Periodic > India > Form reference details). When the user clicks the form reference details, the new form called Form reference details will open. User will select required information to generate transaction report. User can update form series, form number and form date for the selected transactions. User has to fill the information in the respective filed and mark the transactions for which this information is blank. On click update button form information will save for the transaction. Information once updated cannot be updated again.
That user has to restart AOS after running data upgrading script? As some cached tables need to update data from the databases.
Hotfix informationA supported hotfix is available from Microsoft. There is a "Hotfix download available" section at the top of this Knowledge Base article. If you are encountering an issue downloading, installing this hotfix, or have other technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can contact technical support for Microsoft Dynamics and create a new support request. To do this, visit the following Microsoft website:
Installation informationIf you have customizations for one or more of the methods or the tables that are affected by this hotfix, you must apply these changes in a test environment before you apply the hotfix in a production environment.
For more information about how to install this hotfix, click the following article number to view the article in the Microsoft Knowledge Base:
PrerequisitesYou must have Microsoft Dynamics AX 2012 R2 installed to apply this hotfix.
Restart requirementYou must restart the Application Object Server (AOS) service after you apply the hotfix.
File informationThe global version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.
|File name||File version||File size||Date||Time||Platform|
Article ID: 2933070 - Last Review: 17 Feb 2017 - Revision: 2