A country-specific update for India is available for tracking multiple forms during execution of business transactions in Microsoft Dynamics AX 2012 R2

Introduction

This article describes a country-specific update for India that is available for tracking multiple forms during execution of business transactions in Microsoft Dynamics AX 2012 R2.
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.

More information

Normally in the course of business for transaction such as sales, purchase and stock transfer various forms are issued and collected. The forms can be permit, transit or tax concession type. The non-collection of these forms may impact the execution of transaction. This feature allows 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.
Steps :
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.

Status

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

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