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Adding vendor and customer to a Dynamics AX report -- Management Reporter CU6

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 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.

[embed]https://www.youtube.com/watch?v=BrVoQoV5xGA&feature=youtu.be[/embed]

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.

[embed]https://www.youtube.com/watch?v=9u0Qp6itrKQ&feature=youtu.be[/embed]

Comments

  • Anonymous
    February 21, 2014
    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. Thanks, Ramesh

  • Anonymous
    May 06, 2014
    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? thanks

  • Anonymous
    May 11, 2014
    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.

  • Anonymous
    October 13, 2014
    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 Francisco Montano

  • Anonymous
    November 23, 2014
    The vendor name & customer name are not showing up in the report generated.  Can you please help?

  • Anonymous
    December 15, 2014
    Lara, With CU10 vendor and customer are optional and opt in. Review the AX provider guide for information on the options for CU10.

  • Anonymous
    May 31, 2015
    Hi April, 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?

  • Anonymous
    June 01, 2015
    The comment has been removed

  • Anonymous
    June 01, 2015
    The comment has been removed

  • Anonymous
    June 03, 2015
    The comment has been removed

  • Anonymous
    June 03, 2015
    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.