AXPulse Advance Payroll Tax Engine Add-on For Microsoft Dynamics AX 2012 R3

 

PRODUCT DETAILS:

Proficient consultants and developers at AXPulse have yet again progressed in their continuous quest of upgrading AX functionality by introducing an add-on of advance payroll tax engine to Payroll module. With the help of this add-on, Payroll Department can create and manage tax deductions to the monthly pay statement as prescribed by the tax authorities of the applicable jurisdiction.

Terminologies used in this article:

TAX COMPONENTS: This is where the different constituents which contribute to tax payable in a period are defined such as gross salary and taxable income.

TAX CATEGORIES: This allows to define the different taxable sources in an organization such as local and overseas employees, or the payroll tax payable by employer in certain jurisdictions.

TAX CATEGORIES GROUPS: Different tax categories can be grouped together which represent different applicable tax rates.

TAX RULES: Perhaps the second most important part of configuring periodic payroll tax, this is where the source/nature of rules that define if the employee’s income is tax deductible or exempt are defined. In simple terms the tax bands of the jurisdiction are defined here.

TAX RULE GROUPS: Different criteria defined as tax rules can be grouped here.

TAX CALCULATION CODES: This is the calculation hub and the most important feature of this add-on. Different calculation codes/formulas can be assigned to the tax components based on the pre-defined tax rules.

 

FUNCTIONALITY WALK-THROUGH:

Prerequisites:

  1. Install Advance Payroll Tax XPO
  2. Disconnect the current/standard tax functionality and the default tax region applicable on each employee.
  3. Assign Tax Category to each individual worker. Setting up tax categories is further defined later in the blog.
  4. Define the fiscal period in the Effective to and from field in order for the functionality to calculate taxable salary on annual basis.

STEP 1: SETTING UP TAX CATEGORIES

This allows to define the different taxable sources in an organization such as local/overseas employees or the employer. Tax Category is assigned to each worker for tax purposes.

Workers are assigned to the tax category on individual basis.

Each tax category can be assigned a separate calculation code.

setting up tax categories

 

STEP 2: DEFINE TAX COMPONENTS

This is where the different constituents which contribute to tax payable in a period are defined. These tax components will later be used in tax calculation codes.

tax components

 

STEP 3: DEFINE TAX RULES

This is perhaps the second most important part of configuring payroll tax add-on. The source/nature of rules that define if the employee’s income is taxable or exempt is defined in this form. The tax rules also define the exact tax band in which the taxable income of an employee falls.

tax rules

 

STEP 4: TAX RULE GROUPS

Similar rules can be grouped together in order to filter the rules on formula form based on rule group selected. For example salary based or employees country of origin/last permanent address/country of residence etc.

tax rule groups

 

STEP 5: TAX CALCULATION CODES

This is the calculation hub and the most important feature of this add-on. Different calculation codes/formulas can be assigned to the tax components based on the applicable tax rules.

The fixed amount and the variable percentage applicable to each tax band is defined here.

calculation codes

Furthermore the annual taxable income is calculated on annual basis by considering the remaining future months available if there is an increment in the monthly salary payable to the employee. Monthly tax liability is calculated with the help of tax liability payable in the future remaining months adjusted with the tax liability settled in the past months of the fiscal year.

Each calculation code can be assigned to many tax categories.

Finally generate earning statements and view a pay statement to observe tax deduction line in accordance to the tax bands defined in tax rules and the annual fixed amount and variable percentage defined in calculation codes.

finally

Using Collection in App Development

Hello everyone, we are back again with a new topic that is collections in Microsoft PowerApps. Collection is used to store data that can be used in your app. A collection is a group of items that are similar.

Let’s get started by creating and using collection in our Employee App.

Sign in to PowerApps and select New app button on the bottom of left action pane, In the next screen select Phone Layout from the Blank app. Now start creating app and add the following controls to your blank screen as shown below:

1

If you don’t know how to configure controls in PowerApps you can refer the following blog  configure a control.

Select the Submit button and set it OnSelect property to the following formula:

Collect(Empdetail, {Name:TextInput1.Text,Department:TextInput2.Text,Postion:TextInput3.Text,Salary:TextInput4.Text})

Where Empdetail is the name of the collection that will be created after selecting Submit button. Name, Department, Position and Salary are the name of the field of Empdetail collection and TextInput1, TextInput2, TextInput3 and TextInput4 are the name of the TextInput control.

Now run your app by pressing F5 or Play icon on the top right of the screen and enter the employee data as shown below and finally select submit button:

2

 A record will be added to the Empdetail collection, to verify it view your collection by navigating to File> Collections. You will find your collection with the specified name and a record that you added to it as shown below:

3

Add more records to your collection so that it can be utilize in any type of display control in a better way.

Now that we had created collection successfully and added couple of records to it, the next part is to make it useful in your application, for that add another screen to your app and rename it EmpHistory. Add a Line chart from the Charts menu present in the Insert tab and Set it Item property to Empdetail with Name on labels and Salary on Series 1, Line chart will be updated as shown in the screenshot below:

4

Add a List Box on the same screen from the Controls menu in the Insert tab and set its item property to the following to just display Department name in it:

Empdetail!Department

The List Box will get populate with the department name as shown in the screenshot below:

5

Similarly you can also utilize your collection in Gallery control. With collection possibilities are numerous which depend on your app development theme that what you want to display in what way and on which control.

That’s all about PowerApps Collections from my side, we will be back soon with more useful and helpful topics on Microsoft technologies.

Microsoft Dynamics AX 2012 Retail Async Server Service 503 Error

Some times after installing and configuring Async Server, the download and upload service URL becomes inaccessible and it gives Error 503: Service Unavailable while opening the URL. This mostly happens if you change the App Pool User and re-configure your Async Server.

Blog-RTAS1

If you check your Async server site on IIS manager’s application pool, it will appear in “Stopped” status.

Blog-RTAS2

If you try to start it again and access the service URL now, as soon as you open the URL, the site will again get stopped.

To resolve this issue; Right click your site in application pool, Go to Advanced settings and re-enter the identity credentials. Now restart the site and IIS and try again. You will now be able to access your service URL.

Blog-RTAS3

How to Configure and use the Portal Solution in Microsoft Dynamics 365

In this blog I will let you know how to configure and use the Portal solution in Microsoft Dynamics CRM.

Installing/Configuring the Portal solution in Dynamics 365:

After successive registration of Microsoft Dynamics 365, don’t forget to configure the Portal Solution by navigating the Dynamics 365 in Office 365 Admin Centers.

D365-admin

 

Click Applications and select Portal Add-On, as its status is not configured it means you have to configure it out as per your organization requirements. So click the circled pencil icon to manage the portal solution.

D365-custom portal 1

 

Click Portal Details to add the following inside information:
  1. Name: Put a suitable name for your organization’s portal.
  2. Type: Select the type of your instance is Live or Dev (Production or Sandbox) respectively.
  3. Base Portal URL: Set the URL to access the portal.
  4. Portal Audience: Select the consultations whether it will be Customers or Employees.
  5. Select Website Record: There are 3 types of portals available out of box (as shown in the below image), select 1 to get started. You can swap it in future but remember you can only use one at a time.
  6. Portal State: Turn it On when you want it get visible for the audience, otherwise make it Off.
  7. Update: After putting all the info press this button OR every time you make changes click update in the end, you will find a message saying the update has been done successfully on the top of this form.


D365-custom portal 2

 

By Clicking Portal Actions you can perform various activities:
  1. Add a custom Domain Name: By adding SSL Certificate, you can upload a new SSL certificate but it must be a Personal Information Exchange (.pfx) certificate file that is less than 2 MB in size. Make sure it is not expired and that it is SHA2 encrypted, because SHA1 encrypted certs have been deprecated.
    or you can also use the existing one. Provide a Host name, then binds it and do confirmation. By following these steps you can able to add a custom domain name to your portal.
  2. Restart: You can restart/refresh your portal.
  3. Update Dynamics 365 URL: Whenever you change or modify your portal URL you can update it from here.
  4. Install Project Service: You can directly install Project Service Extension from here.
  5. Install Field Service: You can directly install Field Service extension from here.
  6. Get Public Key: The Microsoft Dynamics 365 platform applies an additional security restriction to registered offline plug-in assemblies. When Microsoft Dynamics 365 for Microsoft Office Outlook with Offline Access is installed, an AllowList key is added to the system registry on the client computer. For each assembly containing an offline plug-in that you register, you must add a registry sub-key under the AllowList key with the key name derived from the assembly’s public key token. Failure to add this key results in the offline plug-in not being executed by the platform even though the plug-in is registered. This walkthrough describes how to add this sub-key for a plug-in assembly. {Reference}

D365-custom portal 3

 

Manage Dynamics 365 Instance: This section provides information on how you add or edit instances of a Microsoft Dynamics 365 (online) subscription and set up additional non-production (Sandbox) instances.

manage dynamics 365 instance

 

Configuring Web Roles in Microsoft Dynamics 365:

As at least a user account of yours has to be to configures in the Portal with having the administrative rights in order to edit, add/remove the items, entities, titles, polls, check out boxes, and other things you need to apply on to your Portal.

Navigate to the Dynamics 365 portals -> Web roles -> you should be able to find the web roles there and you can also able to create a new web roles to dedicate it, to the Super Admin User/Contact in order to apply changes on to the portal.

web roles

 

Using Super Admin Rights on Portal Interface:

By going to the URL that you have set earlier in the portal configuration, you can able to open the portal website and get in by signing in. If you have Admin role then you can do the following:

  1. By redeeming the code get log in as Administrator.
  2. Link your CRM Entity Forms with your Portal.
  3. Edit, Add/Remove Navigational items.
  4. Create child Pages.

 

portal1

 

Hope you enjoyed my blog and let me tell you one more thing that Microsoft dynamics 365 portal solution have many many more flexible features inside of it. Its like that:

You name it, We have it!

So, stick with us AXPulse blogs mania and get more awareness about all products of Microsoft Dynamics.

AXPulse Advance Loan Management add-on for Microsoft Dynamics AX 2012

PRODUCT OVERVIEW:

Innovative and diverse team-members at AXPulse have come up with an enhancement to HR Module under which an employer can create several loan benefit schemes. In order to safeguard this process, the employer needs to create eligibility rules, any employees who fits the description can then access the loan request form through an employee service portal and suggest a personalized payment schedule as per his/her convenience.

The loan payments, as advised by the employee will automatically be deducted from the pay statement of the employee under the deductions column and no extra efforts will have to be made by the employer.

Other key features of the add-on includes:

  • Employer can preset the benefit coverage period which will restrict the employee from making a loan request.
  • Employer needs to define the eligibility criteria for the loan benefit scheme.
  • Employer can create a mass enrollment scheme or specifically enroll an individual employee.
  • This loan payment schedule needs to be validated by a HR Manager.
  • Multiple loan schemes can be created by the employer within a financial year. For example Hajj loan, Student loan, Marriage loan etc
  • Automatic pop-ups to HR Manager if there are any unforeseen changes to the payment schedule such as long-term employee absence, employee resignation etc

SCREEN-SHOTS FROM THE ADD-ON

Screen 1

Screen 2

Screen 3

Screen 4
POTENTIAL USERS OF THE ADD-ON:

The potential users for this add-on are all MS Dynamics AX users who provide an interest free loan to their employees as a benefit scheme under the payroll cycle.

AXPulse will soon be making available the interest enabled version of this enhancement to completely cover loan transaction arrangements between an employer and an employee.