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Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement
Last Revision: July 2008 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.
2008 Microsoft Corporation. All rights reserved. Microsoft Dynamics, AX 2009 are either trademarks or
registered trademarks of Microsoft Corporation or Great Plains Software, Inc. or their affiliates in the United States and/or other countries. Great Plains Software, Inc. is a subsidiary of Microsoft Corporation. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
This course content is designed for Microsoft Dynamics 2009 formerly a part of Microsoft Business Solutions.
Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement
Welcome ............................................................................................................ 0-1 Microsoft Dynamics Courseware Contents ........................................................ 0-2 Documentation Conventions .............................................................................. 0-3 Student Objectives ............................................................................................. 0-4
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Objectives ........................................................................................................... 1-1 Introduction ......................................................................................................... 1-1 Scenario ............................................................................................................. 1-2 Microsoft Dynamics AX 2009 Technology .......................................................... 1-2 Financials ......................................................................................................... 1-14 Supply Chain Management .............................................................................. 1-21 Project Accounting ........................................................................................... 1-43 CRM ................................................................................................................. 1-46 Summary .......................................................................................................... 1-59 Test Your Knowledge ....................................................................................... 1-60
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Objectives ........................................................................................................... 2-1 Introduction ......................................................................................................... 2-1 Scenario ............................................................................................................. 2-2 Enter a Sales Quote ........................................................................................... 2-2 Customize the Order with Product Builder ......................................................... 2-2 Check the Item Availability ................................................................................. 2-5 Convert the Quotation to the Sales Order .......................................................... 2-6 Run Master Scheduling ...................................................................................... 2-6 Produce the Custom Item ................................................................................... 2-7 Ship the Order .................................................................................................. 2-10 Send an Invoice for the Order .......................................................................... 2-12 Check the Amount Invoiced ............................................................................. 2-12 Post Payment ................................................................................................... 2-13 Apply Payment ................................................................................................. 2-14 Check the Account to Verify Posting ................................................................ 2-15 Summary .......................................................................................................... 2-16 Quick Interaction: Lessons Learned ................................................................. 2-19
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Objectives ........................................................................................................... 3-1 Introduction ......................................................................................................... 3-1 Navigate Microsoft Dynamics AX 2009 .............................................................. 3-2 Lab 3.1 - Explore the Application Window ........................................................ 3-14 Configure Menus .............................................................................................. 3-15 Lab 3.2 - Configure Your Workspace ............................................................... 3-20 Exploring the Help System ............................................................................... 3-22 Role Center Use in Microsoft Dynamics AX 2009 ............................................ 3-30 Summary .......................................................................................................... 3-37 Test Your Knowledge ....................................................................................... 3-39 Quick Interaction: Lessons Learned ................................................................. 3-41
Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement
Objectives ........................................................................................................... 4-1 Introduction ......................................................................................................... 4-1 Scenario ............................................................................................................. 4-2 Set Up Users ...................................................................................................... 4-2 Lab 4.1 - Create a User .................................................................................... 4-12 Install User Role Centers ................................................................................. 4-14 Set Password Parameters ................................................................................ 4-16 Monitor Client and Server Activity .................................................................... 4-16 Summary .......................................................................................................... 4-18 Test Your Knowledge ....................................................................................... 4-19 Quick Interaction: Lessons Learned ................................................................. 4-21 Solutions ........................................................................................................... 4-22
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Objectives ........................................................................................................... 5-1 Introduction ......................................................................................................... 5-1 Scenario ............................................................................................................. 5-2 Create Number Sequences ................................................................................ 5-2 Lab 5.1 - Create Number Sequences ................................................................. 5-6 Set Individual Parameters .................................................................................. 5-7 Lab 5.2 - Set Number Sequence Parameters .................................................. 5-12 View Number Sequence References ............................................................... 5-13 View Number Sequence History....................................................................... 5-14 Summary .......................................................................................................... 5-15 Test Your Knowledge ....................................................................................... 5-16 Quick Interaction: Lessons Learned ................................................................. 5-18
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Objectives ........................................................................................................... 6-1 Introduction ......................................................................................................... 6-1 Scenario ............................................................................................................. 6-2 Create Domains ................................................................................................. 6-2 Lab 6.1 - Create a Domain ................................................................................. 6-5 Create Table Collections .................................................................................... 6-6 Lab 6.2 - Create a Table Collection .................................................................... 6-8 Create Company Accounts .............................................................................. 6-10 Lab 6.3 - Create a Company Account .............................................................. 6-12 Create Virtual Company Accounts ................................................................... 6-14 Lab 6.4 - Create a Virtual Company Account ................................................... 6-16 Set up Company Information ............................................................................ 6-18 Lab 6.5 - Set up Company Information ............................................................ 6-25 Enter Company Information ............................................................................. 6-28 Lab 6.6 - Enter Company Information for the New Company........................... 6-34 Import and Export Data .................................................................................... 6-36 Lab 6.7 - Export and Import Cost Categories ................................................... 6-40 Summary .......................................................................................................... 6-42 Test Your Knowledge ....................................................................................... 6-43 Quick Interaction: Lessons Learned ................................................................. 6-44
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Objectives ........................................................................................................... 7-1 Introduction ......................................................................................................... 7-1 Scenario ............................................................................................................. 7-2 Tools Menu Overview ......................................................................................... 7-2 Lab 7.1 - Create a Unit Conversion .................................................................. 7-12 Set User Options .............................................................................................. 7-13 Summary .......................................................................................................... 7-23 Test Your Knowledge ....................................................................................... 7-24 Quick Interaction: Lessons Learned ................................................................. 7-27 Solutions ........................................................................................................... 7-28
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Objectives ........................................................................................................... 8-1 Introduction ......................................................................................................... 8-1 Scenario ............................................................................................................. 8-2 Command Menu Overview ................................................................................. 8-2 Use Setup Feature ............................................................................................. 8-3 Lab 8.1 - Modify a Form ..................................................................................... 8-9 Use Hide/Show Features ................................................................................. 8-11 Lab 8.2 - Hide/Show a Form ............................................................................ 8-14 Create Alert Rules ............................................................................................ 8-16 Lab 8.3 - Create an Alert .................................................................................. 8-19 View Record Information .................................................................................. 8-20 Mark Records ................................................................................................... 8-24 Use Document Handling Feature ..................................................................... 8-26 Lab 8.4 - Attach a Document to a Record ........................................................ 8-30 Delete Records ................................................................................................. 8-31 Summary .......................................................................................................... 8-31 Test Your Knowledge ....................................................................................... 8-32 Quick Interaction: Lessons Learned ................................................................. 8-35 Solutions ........................................................................................................... 8-36
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Objectives ........................................................................................................... 9-1 Introduction ......................................................................................................... 9-1 Scenario ............................................................................................................. 9-2 Microsoft MorphX ............................................................................................... 9-2 Lab 9.1 - Modify a Lookup List ........................................................................... 9-5 Using Enterprise Portal ...................................................................................... 9-6 Lab 9.2 - Take an Order Using Enterprise Portal ............................................. 9-10 Access SQL Data Tables ................................................................................. 9-12 Lab 9.3 - Change Name in Data Table ............................................................. 9-13 Integration with Other Microsoft Applications ................................................... 9-14 Using Workflows ............................................................................................... 9-15 Summary .......................................................................................................... 9-18 Test Your Knowledge ....................................................................................... 9-19 Quick Interaction: Lessons Learned ................................................................. 9-21 Solutions ........................................................................................................... 9-22
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Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement
Introduction
Online Training
Online Training delivers convenient, in-depth training to you in the comfort of your own home or office. Online training provides immediate access to training 24 hours-a-day. It is perfect for the customer who does not have the time or budget to travel. Our newest online training option, eCourses, combine the efficiency of online training with the in-depth product coverage of classroom training, with at least two weeks to complete each course.
Classroom Training
Classroom Training provides serious, in-depth learning through hands-on interaction. From demonstrations to presentations to classroom activities, you receive hands-on experience with instruction from our certified staff of experts. Regularly scheduled throughout North America, you can be sure you will find a class convenient for you.
Training Materials
Training Materials enable you to learn at your own pace, on your own time with information-packed training manuals. Our wide variety of training manuals feature an abundance of tips, tricks, and insights you can refer to again and again:
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Challenge Yourself!
Level 3 exercises are the most challenging. These exercises are designed for the experienced student who requires little instruction to complete the required task.
Step by Step
Level 1 exercises are geared towards new users who require detailed instructions and explanations to complete the exercise. Level 1 exercises guide you through the task, step by step, including navigation.
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Introduction
Documentation Conventions
The following conventions and icons are used throughout this documentation to help you quickly and effectively navigate through the information.
CAUTION: Cautions are found throughout the training manual and are preceded by the word CAUTION in bold. Cautions are used to remind you of a specific result of a specific action which may be undesirable. HINT: Hints are found throughout the training manual and are preceded by the word HINT in bold. Hints are used to suggest time-saving features or alternative methods for accomplishing a specific task. NOTE: Notes are found throughout the training manual and are preceded by the word NOTE in bold. Notes are used to provide information which, while not critical, may be valuable to an end user. BEYOND THE BASICS: Advanced information found throughout the training manual is preceded by the words BEYOND THE BASICS in bold. Beyond the Basics provides additional detail, outside of standard functionality, that may help you to more optimally use the application. EXAMPLE: Examples are found throughout the training manual and are preceded by the word EXAMPLE in bold. Examples bring to light business scenarios that may better explain how an application can be used to address a business problem.
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Student Objectives
What do you hope to learn by participating in this course? List three main objectives below. 1.
2.
3.
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Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement
Introduction
This lesson describes the various modules of the Microsoft Dynamics AX 2009 Enterprise Resource Planning (ERP) application and their key features and benefits. Modules discussed in this section include the following: Financial Management Supply Chain Management Trade and Logistics Master Planning Project Accounting Customer Relationship Management Human Resource Management
Microsoft Dynamics AX 2009 has an object-oriented architecture that shortens the time required to configure and customize the system. This enables companies to configure the system to the way they do business rather than forcing them to change their business to fit the software system.
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Scenario
A sales representative meets with a potential customer. The presentation starts with an introduction of the unique architecture of Microsoft Dynamics AX 2009 and the benefits it provides. The sales representative then gives a high level overview of the key features provided by Microsoft Dynamics AX 2009.
It is completely Web-enabled and supports the leading database management systems that include Microsoft SQL Server and Oracle databases. With the customizable source code, the solution can be modified however and whenever needed. Designed to run on the Microsoft Windows Server 2003 operating system, Microsoft Dynamics AX 2009 provides customers the enhanced security, connectivity, scalability, and support required for today's business environment.
Architecture Overview
With Microsoft Dynamics AX 2009, the full range of functionality is delivered in the first installation. Unused functionality remains hidden until needed and is enabled by entering the appropriate license code into the system. Companies buy appropriate licenses and only pay for modules they use. With Microsoft Dynamics AX 2009, there is no need for integrating and managing multiple systems. Sophisticated customizations can be made without special IT or programming knowledge. Frequently, this process can cost companies significant time and money because changes must be made to multiple forms and reports. But with the Microsoft Dynamics AX 2009 configuration system, the unused features are hidden, not removed, and the process is simple. The core functionality, in addition to the customizations, is saved so that companies can always view or revert back to them.
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The layers are designed with all creators and users of Microsoft Dynamics AX 2009 considered. Basically, three groups have an interest in adding and modifying application objects. The groups are as follows: Microsoft Dynamics AX software developers who create the standard application Microsoft Dynamics AX business partners Microsoft Dynamics AX end users
Developer Layers
There are ten separate layers in the Microsoft Dynamics AX 2009 application hierarchy. The first four are used by Microsoft Dynamics AX developers: Layer SYS Description The standard application is implemented at the lowest level, the SYS layer. This layer includes country/region specific features developed for the United States, Western European and African countries.. The GLS layer includes features developed for all countries that have not been implemented in the SYS layer. HFX is the application layer used for on-demand hotfixes. A hotfix is a single code package composed of one or more files used to address a problem in the product. A layer where the distributor can implement vertical partner solutions. SL is an abbreviation for SoLution.
GLS
HFX
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There are two layers used by Microsoft Dynamics AX customers: Layer CUS Description The supervisor or administrator of an end user installation may want to make modifications generic to the company. Such modifications are typically saved in the Customer (CUS) layer. End users may want to make their own modifications. These modifications are typically saved in the User (USR) layer.
USR
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FIGURE 1.1 MICROSOFT DYNAMICS AX 2009 APPLICATION LAYERS AND THEIR PATCH LAYERS
Patch files use the same application object number series that the regular files use. Using patch layers enables you to easily create and distribute an update, for example, by using the Internet, without interfering with the existing application.
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In this manner, the layers help protect the original source code and keep it separate from modifications. For example, when a user wants to print a report, the kernel will examine the USR layer for a version of the requested report. If the report is not found in this layer, the kernel will continue to the next layer until the report is located. If no changes have been made to the reports, it will be found in the SYS or GLS layer.
FIGURE 1.2 HOW MICROSOFT DYNAMICS AX 2009 LOOKS FOR RECORDS FROM THE OUTERMOST LAYER TO THE INNERMOST LAYER FOR USERS
Another powerful benefit of this layer technology is that updates and upgrades are much easier and intuitive in that: Modifications made separately from the original code are easy to view. Powerful code comparison tools are provided, using which any object from any layer can be compared to the object from one of the other layers. An upgrade project can be created, wherein all changed objects that may need special attention can be isolated.
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Development environment features o o Microsoft Dynamics AX MorphX is an integrated development environment (IDE) for developing in Microsoft Dynamics AX. The .NET Business Connector provides access to the complete Microsoft Dynamics AX application interface enabling easy integration of third-party and Web applications. The Application Object Tree (AOT) provides a uniform and compact programming framework and viewing repository. Drag-and-Drop functionality is supported for many programming tasks. Projects help organize and track customized applications in Microsoft Dynamics AX.
o o o
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The Application Object Tree (AOT) is a tree view of all the application objects within Microsoft Dynamics AX. The AOT contains everything needed to customize the look and functionality of a Microsoft Dynamics AX application.
IntelliMorph
IntelliMorph is the technology that controls the user interface in Microsoft Dynamics AX. The user interface is how the functionality of the application is presented or displayed to the user. The same functionality can be displayed on multiple platforms or devices that use the same application code; for example, through the Web or through Mobile devices. IntelliMorph controls the layout of the user interface and makes it easier to modify forms, reports, and menus.
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X++ is the object-oriented programming language used in the MorphX environment. X++ has Java-like syntax, and incorporates SQL data manipulation statements.
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IIS - Setup automates configuring of security, ASP.NET, and application pools in IIS. Site creation and deployment - By default, when you install Enterprise Portal, Setup automatically creates an Enterprise Portal site, extends that site in Windows SharePoint Services or Office SharePoint Server, and deploys the site. User profiles - You can use these profiles to assign users to specific Role Centers.
Personalized Access
Microsoft Dynamics AX 2009 and the Enterprise Portal framework use customizable home pages called Role Centers. Role Centers can be accessed either from the Microsoft Dynamics AX 2009 client or from an Enterprise Portal Web site and enable users to do the following: View relevant information and reports Publish documents Input data Reply to questions created in the Microsoft Dynamics AX 2009 Questionnaire module
Enterprise Portal provides links to the following: Relevant Web sites Discussion forums Microsoft Dynamics AX 2009 functionality that is appropriate for the assigned role Shortcuts to tasks Spaces for frequently used documents
EXAMPLE: A customer enters a purchase order in Enterprise Portal; information is registered immediately in Microsoft Dynamics AX without manual entry. The purchase order is published instantly on the personal Web sites.
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All information is organized according to personal preferences. Users can do the following: Move and hide elements Select the layout, colors and text preferences Select any one of many languages
Additionally, vendors and customers can select their own names for items, projects, documents that may differ from the names used by the company.
Vendors o o o o Track orders View documents and diagrams Enter prices Change contact information
Employees o o o o o Maintain contact details Maintain qualifications Report absences View appraisals View development plans
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In the AIF architecture there are two primary components: Transport components (Web services and asynchronous adapters shown as Microsoft Dynamics AX messaging gateway) Business logic components
Although the transport functionality is separate from the business logic, the two are closely related. A document exchange in Microsoft Dynamics AX 2009 is either inbound or outbound and uses the AIF transport layer to process data. When you configure a document exchange, the settings are saved in the Microsoft Dynamics AX database. An exchange starts with a document based on a document class and is defined by using Microsoft Dynamics AX business logic. The document is serialized into XML, and the header information is added to create a message that can be transferred into or out of Microsoft Dynamics AX.
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The ability to update and delete data through AIF enables companies to fully integrate Microsoft Dynamics AX in their business processes. Also, AIF includes support for an enlarged set of frequently used documents.
Web service exchange - A synchronous document exchange that uses Web services and requires IIS to be installed and configured to send and receive data. Because this kind of exchange is synchronous, queues are not used. The Web services are generated automatically from the Microsoft Dynamics AX business logic. Even developers with limited Web experience can easily create their own Web services. The Web service exchange differs from the outbound Web service adapter exchange with its synchronous nature and ability to accept requests.
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Financials
The Microsoft Dynamics AX 2009 Financial Management module provides fast, reliable, and comprehensive accounting, financial reporting, and analysis. It also provides all the functionality required to update accounts efficiently and comply with reporting requirements. Basic capabilities of the Financial Management module include the following: General Ledger Liquidity Management (Bank Management) Accounts Receivable Accounts Payable Fixed Assets Expense Management
Dimensions are used across the various modules in Microsoft Dynamics AX 2009. They can be used for tracking profit, cost centers, departments, regions, product lines, or any other reporting units. The ability to update the general ledger online provides fast and accurate financial reporting. Financial dimension features also include the following: An advanced control feature that enables the driving of contextual value restrictions on financial dimensions. Financial controllers can specifically restrict authorized values or value combinations at the entry point on chosen table collections or journal names, or upon posting to chosen ledger accounts. Dimension sets that combine dimension types can be built to drive and control the dimension value dependencies. Data reliability is increased regarding financial dimensions across the company and according to specific corporate needs or policies.
Because all the Microsoft Dynamics AX 2009 modules are part of one system, a transaction in one module automatically updates corresponding accounts in the general ledger. With Microsoft Dynamics AX 2009, a business with several companies, subsidiaries, or distribution centers can set up intercompany journals. The Intercompany Accounting provides you with the following functionality: An intercompany transaction posted in one subsidiary automatically updates designated accounts of the other subsidiary or distribution center. With the complete audit trail, any transaction can be traced back to the module where it was created and to the original document.
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Microsoft Dynamics AX 2009 enables accurate and timely analysis to provide companies with the edge they must have to successfully compete. Starting with a larger overview and drilling down to the details, Microsoft Dynamics AX 2009 helps companies learn from historical data, investigate opportunities, and to quickly target markets and customers with pinpoint accuracy. Analysis in Microsoft Dynamics AX 2009 is based on Online Analytical Processing technology (OLAP). This enables multidimensional analysis by using the Microsoft SQL Server Analysis Services. With Microsoft Dynamics AX 2009, the OLAP functionality and the ERP system are integrated so that all mappings occur directly in Microsoft Dynamics AX 2009, taking full advantage of business information and making the most of relationships between tables, extended data types, and enum labels. There are a variety of dimensions to explore that include time, products, geographical regions, or sales channels. CEOs, CFOs, managers, controllers, accountants, and sales and marketing staff can create, view, and understand reports that previously were complex, expensive, or time-consuming. The data used for analysis is regularly updated because it includes changes as they occur in Microsoft Dynamics AX 2009 or subsequent data sources.
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With the financial statement reporting feature, users can create many different financial reports to comply with legal requirements and international accounting standards such as the following: Balance sheet Income statement Cash flow statement
Financial statements are fully compatible with Extensible Business Reporting Language (XBRL). The taxonomies can be converted into row definitions ready to map. This enables the generation of XBRL output from the financial statement.
Microsoft Dynamics AX 2009 makes it possible to track all transactions in both currencies and automatically calculate and update realized and unrealized gains and losses. The detailed currency information is stored in the subsidiary ledgers in addition to the general ledger.
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For example, to print three copies of the sales order packing slip, each with different footer text, you need to set up an original record and two copy records. The print management setup information for each document type is defined in a hierarchical list and that consists of the following: Modules Accounts Transactions Combination of these three
When a document is generated, it is printed according to the effective original record and effective copy records. An effective record can be inherited from a higher level in the hierarchy or created as a new record for the current level in the hierarchy, or it can override an inherited record that has the same name.
Financial Management offers the following key features: Intuitive and adjustable layout Dimensions Financial statements Multi- and second-currency management Transaction validation and transaction approval Intercompany accounting and consolidation Multiple budgets Fixed assets Credit assessment and credit control Electronic payment Handling of drafts/promissory notes
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A per diem is a daily allowance provided to an employee who is traveling for business. Expense Management allows you to define the per diem amount for hotel, meals, and other incidental expenses for each location. The location specified can be as general or specific as wanted and can reference a city, county, region, or country. Users can easily access Expense Management functionality from Enterprise Portal. This provides a robust user interface that is available to all employees, not only those who use the Microsoft Dynamics AX client. Users can create, delete, or modify expense reports and cash advance requests online from any point of the world; or even define other users to enter expense reports on another's behalf.
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Users can find the balance required to achieve those goals by combining the capabilities of the Internet and ERP. The supply chain enables direct connection between customers and vendors using the Internet. Through personalized Web portals, customers and vendors can interact directly with the company's ERP data, reducing the time and costs associated with sales, purchases, and deliveries. Everyone relevant to the process has access to a shared and accurate overview of the supply chain data, and all the information is completely integrated and automatically updated throughout Microsoft Dynamics AX 2009.
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The multisite functionality introduced in Microsoft Dynamics AX 2009 enables you to work with multiple sites in a single legal entity. Before activating multisiting, customers must first analyze their business requirements and determine how to use the multisite functionality. Make sure that you create a reliable working model of the company's operational sites and processes before implementing this feature.
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By using information stored in Microsoft Dynamics AX 2009, users can do the following: Analyze the relationship between costs and sales, including specific details, such as sales on: o o o o Different item groups Individual items Customer groups Individual customers
Accurately monitor revenue across the company, based on factors such as: o o o o Country Region Customer group Time period
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Warehouse Management is completely integrated with other areas of functionality in Microsoft Dynamics AX 2009, including Logistics, Inventory Management, and Production.
Warehouse Management offers the following key features: Serial number and batch number control Item registration and placement Multiple inventory dimensions Location control Arrival overview Shipment reservation Consolidated picking and delivery Staging Pallet transport Warehouse zones and hierarchy system
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The system guarantees that the customer obtains the appropriate price based on trade agreements, quantity discounts, and specials. If items are out-of-stock, onscreen messages offer suggestions and shipment information. Products can be reallocated from other orders for special customers. The system tracks items that are back-ordered, and then initiates shipment when items arrive from production or from the supplier. Throughout the sales order process, Microsoft Dynamics AX 2009 captures all the information needed for statistical analysis and commission payment. Sales Order Processing functionality supports tasks related to the following: Quotations Orders, including: o o o Multiple Ship To Direct vendor-to-customer shipping Enhanced delivery date control
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Throughout the system, sales orders can be entered in foreign currency. All posted transactions are transferred to domestic currency and hold information about the amounts in both domestic and foreign currency.
As part of this process, the system does the following: Calculates applicable taxes, fees and charges Updates stock values Verifies credit for the vendor Identifies and highlights obstacles Updates Accounts payable and General ledger Guarantees that prices are calculated using trade agreements, quantity discounts, and specials
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Throughout the system, purchase orders can be entered in foreign currency. All posted transactions are transferred to domestic currency and hold information about the amounts in both domestic and foreign currency.
Inventory Management manages the cost and quantities of items purchased and sold. This functionality supports retail businesses with merchandise inventory and manufacturing companies with finished goods, materials, and work-inprogress from the physical and financial standpoint. The system tracks inventory movement and enables computation of costs of goods sold. Multiple units of measure can be used for purchasing, selling, stocking, and pricing items. Inventory movements are tracked with quantities and costs. This causes controlled inventory.
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As part of managing physical inventory, Inventory Management performs the following actions: Inventory tracking - Tracks any item in inventory through inventory dimensions, configuration specifications, and lot ID. Master Planning - Sets up the system to determine what is required to fill an order when it is received. Automated orders - Creates necessary production and purchase orders to satisfy customer orders. Reservations - Puts items on hold for production or sale, guaranteeing their availability for a specific order. Sales orders and purchases - As they affect inventory, they are reflected in inventory.
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Trade and Logistics offers the following key features: Integrated sales processes and purchase processes Master planning is integrated with purchase, production, and transfer order processes. In sales order processing, if items are out-of-stock, on-screen messages offer suggestions and shipment information. Sales and purchase orders can be entered in foreign currencies. Multisite functionality
The finite and infinite capacity and material planning helps companies do the following: Project long-term needs Foresee fluctuations in demand Adjust their plans accordingly
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Gantt charts can be used, for example, to assess the consequences of staff rotations visually, through the graphic tool in a simple manner. Gantt plans can be defined to help envision the production flow from one computer to another.
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Order line explosions and planned order functionality are fully functional between internal companies and part of the process can be automated to make transfers and scheduling easy and quick.
Master Planning offers the following key features: Forecast scheduling using product forecasts Finite/infinite scheduling Sales order explosion Futures and action messaging Support of multiple plans for forecast and master scheduling
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Production Overview
When selecting an ERP system, manufacturers are faced with a dilemma, where they can do one of the following: Select a solution that has strong manufacturing functionality at the expense of general business functionality Purchase a separate system, such as financial management, and integrate the two
Microsoft Dynamics AX 2009 offers a solution with the full range of functionality in one system. By using Microsoft Dynamics AX 2009, manufacturers can do the following: Manage the whole production process from availability of raw materials to the shipment of finished goods to customers. Maintain multiple production sites over different geographic locations and run them by a single Microsoft Dynamics AX company. Use the full benefit of a comprehensive production management solution, when combined with the Work Center functionality. Expand on the foundation of the Microsoft Dynamics AX 2009 Financials, Trade and Logistics, and Master Planning functionality. Extract data from anywhere in the whole production system. This enables immediate important managerial decision making information. View a simplified overview of even the most complex production processes. This provides high-level information that is easy to access.
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The following illustrates one site that has two production units.
A site dimension represents the physical locations where a company has set up operations. It groups business resources (such as warehouses and production facilities) that exist at the site, and that share the same interrelated transactions. A site is implemented as an inventory dimension to guarantee that it is stamped on all transactions, and to maximize leverage of the existing framework. The site dimension is mandatory when multisite functionality is active. Companies establish logistic operations at multiple sites for some of the following reasons: Different geographic markets Lower overhead costs
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A warehouse hierarchy system can be set up to associate one or more warehouses to a particular site.
The illustration shows the multisite and warehouse hierarchy of the Contoso, Ltd. Company. Site 1 has a general warehouse (GW) and two additional warehouses (WH-A1 and WH-A2). Site 2 has a main warehouse (MW) and one additional warehouse (WH-B1). The last site, Site 3 contains only one warehouse (WH-C1).
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Based on this data, the pay foundations for each employee and the cost prices on registered jobs are automatically generated. Shop Floor Control, when it is used with the Microsoft Dynamics AX 2009 Production or Project series, helps companies benefit the most from their production environment. It is also good for any business that requires efficient time registration. Shop Floor Control collects and analyzes production-related information such as work hours and production activities for improved cost control. Absence registration in Shop Floor Control is integrated with the Microsoft Dynamics AX 2009 Human Resources module. Transactions created in Shop Floor Control can be transferred to absence journals in Human Resources.
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Supervisors and managers can use the registration forms to access notice boards to send messages to specific employees. The notice board can be monitored to determine whether messages have been read.
Shop Floor Control offers the following key features: Absence registration integrated with Human Resources Collects employee hours and attendance Records absences and flexible time Keeps track of job registration Fast and flexible payroll generation Supports setup by site
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Service Management has a high degree of integration to the existing functionality in the Project accounting module. This integration enables service managers to track the exact costs of performing a service with regard to hour, expense and item consumption, and how much revenue is earned from a particular service transaction. By tracking these costs, managers can optimize service levels and the revenue stream the company gains from performing services. Based on the recent enhancements, Service Management can now use the information residing in the Supply Chain Management (SCM) modules. This enables faster work flow for users of Service Management, a better understanding of where the service customer is today, and a deeper registration of Sales related data into the Service Management module.
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Project Accounting
As the demand for faster and better service increases, so does the pressure to automate processes and balance costs associated with projects and service requests. For the growing number of companies that provide services to customers, either as their core business or in addition to their products, the challenge is to effectively manage knowledge, opportunities and resources. Project Accounting provides a strong platform to help companies effectively administer projects and achieve the results that they want. With Microsoft Dynamics AX 2009, companies have the tools to facilitate: Registration Invoicing Analysis
Project Accounting provides a strong platform to help companies plan, monitor, and follow up on projects. The module supports a variety of functions including managing time and materials in projects and advanced fixed price projects. Because of integration with Microsoft Office Project Server TM 2007 and the Microsoft Dynamics AX 2009 Project and Supply Chain Management modules, companies now have even more options for managing their projects effectively.
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The main characteristics of internal projects are as follows: They do not have customers and cannot be invoiced. On-account transactions are not allowed.
The flexible project hierarchy structure for external projects enables companies to work with parent/child projects. The parent/child project combinations can consist of any of the external project types. This enables the combination of, for example, a parent project of the type Fixed Price with a child project of the type Time and Material. This flexibility enables companies to invoice costs to the customer who are not a part of the fixed price project.
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Project Accounting offers the following key features: Work Breakdown Structure (WBS) Project hierarchy structure Registration of hours, costs, and item consumption Registration of additional revenue and committed costs Converts project quotation lines into project forecasts Creates production orders directly from a project and automatically creates and posts project transactions
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CRM
Customer Relationship Management (CRM) may mean many things to many people. CRM is actually a plethora of concepts, ideas, and strategies offered by a large array of CRM specialists. The essence of CRM usually includes the following three disciplines: Know your customer Act on what you know Learn about what you know
Therefore, the main objective of Customer Relationship Management is to keep and grow customers. Microsoft Dynamics AX 2009 can offer many new features in the CRM module that enable a clearer view of a company's sales processes and helps companies to do the following: Better manage and conduct their sales processes Better document processes and procedures for future use
The Sales and Marketing functionality in the CRM module emphasizes the salesperson and the sales organization. It gathers all of a company's business information and keeps it structured and easily available for use in supporting the sales and marketing efforts of the company. This helps companies gain insight that is required to identify their customers demands, and to make optimal sales and marketing decisions.
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With the Microsoft Dynamics AX 2009 Enterprise Portal, most sales force activities in the application can be performed through the portal. Enterprise Portal significantly strengthens functionality by: Giving users access to information regardless of their physical location Increasing the usability for members of the sales force, therefore, increasing efficiency
For companies, this can help increase the bottom line and save money by: Cutting moving expenses Reducing office space Reducing the need for furniture Reducing incidentals that support employees in an office setting
CRM includes a price simulation tool to aid sales personnel in calculating and saving various pricing scenarios for sales orders. The price simulation tool enables discounting on a total quotation basis or on a quotation line basis and calculates the effect of discounting on the contribution margin. CRM empowers companies to maximize benefits from all their business relationships and generate profit. Self-service portals for sales representatives and customers are fast and easy to start. Customers can use these portals to do the following: Browse through personalized product catalogs View the shipping status Maintain their own contact information
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All areas of the company can also benefit from the synchronization between CRM and Microsoft Outlook by synchronizing these three objects: Tasks Calendar appointments Contacts
With CRM, companies are in constant contact with customers. By knowing customers and their needs, companies can deliver the exact products and services the customers seek and gain their loyalty.
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Companies can use Human Resource Management to store the following: Resumes Primary contacts Contract information Payroll information
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Employees can maintain their own information and monitor development goals through personalized portals.
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Human Resource Management provides the following to enable companies to stay on track and achieve goals: Strategic planning Best practice action templates Skill gap analysis (compares an employee's skill profile with a profile that is defined for a particular job as of a particular date) Skill wheel (visualizes the employee skill profiles and the results of a skill gap analysis) Competence reporting Action planning
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The framework is easily adapted to fit the requirements of a company so the required data and information can be extracted.
An organization can help improve its overall effectiveness by making sure that its pay levels are competitive with other companies in the marketplace, and by viewing compensation as an investment in their business and human capital instead of purely a cost of doing business. Maintaining competitive pay levels improves an organization's ability to attract and retain a talented and motivated workforce. In compensation management, employees can be associated with one or more fixed compensation plans and variable compensation plans. Fixed compensation plans help an employer make sure that employees are satisfied with the wages they are earning, and that management can maintain control over compensation costs. Human Resources for Microsoft Dynamics AX 2009 supports step, grade, and broad band fixed compensation plans that can be based on market price indicators. Competitively priced fixed compensation plans are an effective tool for attracting top performers and retaining key employees. Variable compensation plans link an organization's strategy to the actions and performance of its workers. Variable compensation plans offer companies a competitive motivational advantage by making desired performance levels toward important key performance indicators, and what the reward will be when targets are achieved, visible to employees.
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Balanced Scorecard offers the following key features: A copy and paste feature, for use with scorecards, objectives, and measures. A scorecard overview feature displaying perspectives, objectives, and measurements. Cockpits displaying business or performance information relevant to a particular employee or group of employees.
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Questionnaire Overview
The Microsoft Dynamics AX 2009 Questionnaire module enables companies to design effective questionnaires quickly, simply and without any technical experience. Business managers, human resources personnel, and administrative personnel can design and implement basic questionnaires in a matter of minutes. It is easy to schedule or plan questionnaires for a range of audiences including employees, customers, and job applicants. The planning functionality also offers easy administration of mail correspondence with target groups inside and outside an organization. The Questionnaire module supports Web integration so questionnaires can be deployed through a corporate intranet and through public Web sites. The Questionnaire can be set up to include the following: Multiple-choice or free-text answers Instructions to be displayed before a question is answered How long the individual has to complete the form Whether questions are asked randomly or in a particular order Whether all questions must be answered Rich media such as pictures, audio, and video
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Questionnaire offers the following key features: Simple step-by-step approach to questionnaire design Integrated with the Web Flexible analytical tools Rapid design and deployment of surveys Response history by questionnaire and individual
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Summary
This tutorial introduces Microsoft Dynamics AX 2009 Enterprise Resource Planning (ERP) system and examines its object-oriented architecture. The various modules of Microsoft Dynamics AX 2009 are described, including the interrelations between the modules and their key features and benefits. The modules discussed in this section are: Financial Management Cost Accounting Expense Management Supply Chain Management Warehouse Management Trade and Logistics Master Planning Production Shop Floor Control Product Builder Service Management Project Accounting Customer Relationship Management Human Resource Management Balanced Scorecard Questionnaire
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3. The Application Object Tree is a _____ view of all the application objects within Microsoft Dynamics AX. 4. __________is the technology that controls the user interface in Microsoft Dynamics AX. 5. A core concept of MorphX is __________. 6. _____ is the object-oriented programming language used in the MorphX environment.
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9. Which module provides the tools to manage personnel, materials, and processes by collecting and organizing data related to time, attendance, and materials? ( ) Human Resource Management ( ) Shop Floor Control ( ) Questionnaire ( ) Service Management 10. What are the three goals of supply chain management?
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12. Which Microsoft Dynamics AX 2009 series provides universal sales and purchasing functionality, in addition to inventory management tools? ( ) CRM ( ) Shop Floor Control ( ) Warehouse Management ( ) Trade and Logistics 13. Which module provides high level oversight and definition of organizational or personal objectives? ( ) Balance Scorecard ( ) CRM ( ) Human Resource Management ( ) Master Planning 14. What is the purpose of using dimensions in Microsoft Dynamics AX 2009?
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18. What reporting language is fully compatible with financial statements in the Financial Management Module?
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Solutions
Test Your Knowledge
1. What are the ten layers in the Microsoft Dynamics AX 2009 application hierarchy? MODEL ANSWER - The Microsoft Dynamics AX 2009 application layers are SYS, GLS, HFX, SL1, SL2, SL3, BUS, VAR, CUS, and USR. 2. What are patch layers used for in Microsoft Dynamics AX? MODEL ANSWER - Patch layers are used to store and incorporate updates. 3. The Application Object Tree is a _tree_ view of all the application objects within Microsoft Dynamics AX. 4. _IntelliMorph__is the technology that controls the user interface in Microsoft Dynamics AX. 5. A core concept of MorphX is _inheritance__. 6. _X++_is the object-oriented programming language used in the MorphX environment. 7. What Microsoft technologies are the Enterprise Portal in Microsoft Dynamics AX 2009 built upon? Mark all that apply. (Select all that apply.) () Windows SharePoint Services ( ) Internet Information Services ( ) Business Connector () Office SharePoint Server 8. What data exchange types are supported by AIF? MODEL ANSWER - Adapter-based exchange; Web service exchange
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Introduction
This lesson examines the basic functionality of Microsoft Dynamics AX 2009. The demonstration starts with entering a sales order, followed by the purchasing, production, and assembly of the components required to fulfill the sales order. A demonstration also tracks the business flow of the order from Sales to Production to the General ledger.
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Scenario
Contoso Entertainment Systems (CES) started out as a family business in the 1970s when home stereo equipment was gaining popularity in the United States. Maple Company, one of their biggest customers, has called and wants to order a special Home Theater System for one of its premier customers.
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The calculation of a cost for the configured item is displayed under the Calculated price/delivery field group. Click OK to approve the selected configuration.
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FIGURE 2.3 PRODUCT BUILDER APPROVAL FORM WITH CALCULATED DELIVERY DATE
4. The calculated delivery date is displayed in the Confirmed ship date field. 5. Click OK to close the Product Builder approval form.
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Users must firm planned orders to make sure that the component parts are available. Perform the following steps to firm the planned order: 1. Click Functions > Select planned order to select the related production items. Note the check boxes that have been selected. 2. Click Functions > Firm and then click OK to firm the production order.
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Packing slips are posted by clicking Posting > Packing slip. After the packing slip has been posted, the Status is changed from Open order to Received.
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Tag Pallet
Radio Frequency Identification (RFID) is a data collection technology that uses electronic tags to store identification data and a no line-of-sight requirement reader to capture it. RFID tags and readers communicate with one another through radio waves. A tag is a chip with an antenna. Tags can be active if battery powered, or passive if they use the strength of the reader signal to be started. Information about the tag is reprogrammable in certain types. The tag level in Microsoft Dynamics AX 2009 can be an item, case, or pallet. The pallet can be any container, box, or pallet used for storage or transport of items. The size of the pallet is indicated for the pallet type, and Microsoft Dynamics AX can then calculate which locations have space for this pallet type and, therefore, for the specific pallet.
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Whole pallets start a pallet transport; otherwise, a picking route is started. Pallet transport and picking route will be discussed in other Microsoft Dynamics AX training content.
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Post Payment
Several days have passed and the check from the customer has arrived. To bring Accounts receivable into balance, a payment journal (cash receipt) should be created. Perform the following steps to post the payment: 1. In the Navigation Pane, click Accounts receivable, and then click Journals > Payments > Payment journal. 2. Create a new journal by pressing CTRL+N. 3. Select the ARPay name. 4. Click Enter customer payments. 5. Select the customer account 2211.
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7. Close the form. 8. Open the previously created journal and then click Lines. 9. Click Post > Post to post the payment.
Apply Payment
Now that the invoice and the payment have been posted, payment is applied to the invoice. When the payment journal is posted manually, perform the following steps to apply the payment: 1. In the Navigation Pane, click Accounts receivable, and then click Common Forms > Customer Details. 2. Select the customer who made the payment. Click Functions > Open transaction editing. 3. Select the check boxes next to the related transactions. 4. Click Update. The transactions are balanced.
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Click Origin to view the transactions that generated the voucher that you selected.
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Summary
This section provides a demonstration of Microsoft Dynamics AX 2009 basic modules. Specifically, the demonstration shows: Sales order creation process Purchase order creation process Creation of a production order and the production process Assembling an order An order traced from Sales to Production and to General ledger
This demonstration illustrates the integration and interaction between the core Microsoft Dynamics AX 2009 modules.
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8. What occurs when a packing slip is posted? (Select all that apply.) ( ) Inventory is relieved of the item ( ) On-hand inventory is decreased ( ) The status of the sales order is changed to Delivered ( ) The status of the sales order is changed to Received
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Solutions
Test Your Knowledge
1. What tag levels are used in Microsoft Dynamics AX? (Select all that apply.) () Item () Case ( ) Box () Pallet 2. Outline the sequence a configured order follows from the time it is initiated to the time the customer is invoiced. ( ) Quotation, Master Scheduling, Configuration, Production, Shipping () Quotation, Configuration, Sales Order, Master Scheduling, Production, Shipping, Invoicing ( ) Configuration, Quotation, Sales Order, Master Scheduling, Shipping, Invoicing 3. How can you calculate a delivery date for the configured item? MODEL ANSWER - Click Calculate delivery date in the Product model approval form. 4. What is the purpose of the Product Builder? MODEL ANSWER - Product Builder is used to configure the item to meet the customer's needs. 5. How do you create a new line in a sales quotation? ( ) Press CTRL+S () Press CTRL+N ( ) Press CTRL+ALT+S 6. The production order moves through which of the following statuses? (Select all that apply.) () Released () Started ( ) Completed () Report as finished
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Introduction
This lesson introduces the user interface of Microsoft Dynamics AX 2009. The main window of the program is discussed in addition to instructions on how to navigate in the system using the following tools: Menu bar Toolbars Shortcut keys
This lesson also introduces the Microsoft Dynamics AX 2009 help system and describes the following: Help structure Help on Application and Business Processes Help on System and Application Setup Help on Enterprise Portal Administration Developer Help Microsoft Dynamics Community About Microsoft Dynamics AX
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Toolbar Microsoft Dynamics AX menu Navigation pane, which includes the following: o o My Favorites pane Menu pane
Content pane, which includes the following: o o o Role Centers (if used) List pages Area pages
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Title Bar
The Title bar is located at the top of the window. This standard Microsoft Windows feature displays: The application name Workspace instance The license name The server name A minimize button A maximize/restore button A close button
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BCB allows the user to jump around or navigate to other areas in the system. The BCB is made up of two areas: Travel buttons Address bar
Use the Back button to return to the last content page viewed. To return to the most recently viewed page, click the Forward button and click the page in the list. NOTE: To view one of the last 40 pages visited in this session, click the arrow icon button next to the Back or Forward button and click the page in the list.
Address Bar
The Address bar allows navigation to other areas in the system. It contains the following areas: Address field - Use the address field to navigate to specific content pages in Microsoft Dynamics AX 2009. You can type a path or click the arrow icon button next to each entry in the path to choose your next location. Refresh button - Click this button to refresh the content on the content page that is displayed. Windows menu - Click the Windows button to focus on a Microsoft Dynamics AX form that is currently open but hidden from view. View menu - Click this menu to hide or show various elements of the Microsoft Dynamics AX workspace. Help menu - Click this menu for a list of resources you can use to learn more about Microsoft Dynamics AX. For more information, see Navigate Help System.
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As each form is opened, related functionality becomes available on the Toolbar. Users can customize toolbars in the following ways: Which toolbars to display Size of the icons Display Tool Tips
As the pointer is rolled over the icons on the Toolbar, Tool Tips appear that include the name of the icon in addition to the related shortcut keys, if applicable. For more information about how to customize toolbars, see Tools Menu lesson.
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NOTE: The Windows, View and Help menus from the Breadcrumb bar are duplicated on the Microsoft Dynamics AX menu.
Navigation Pane
The Navigation pane provides access to modules and functionality in Microsoft Dynamics AX. It includes the following parts: My Favorites Places Forms Module buttons
The Navigation pane provides a flexible structure that lets users change views, forms, and navigation paradigms to better reflect the daily workflow of their tasks and system actions.
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The Places pane contains menu items that link to the area page and list pages for the selected module. For more information about area pages and list pages, see the Content Pane topic. The Forms pane contains a tree view of the navigation structure for Microsoft Dynamics AX 2009. Each folder contains menu items that link to forms for the selected module. The module buttons are named according to their functionality, such as General ledger, Bank and Accounts receivable. Click a module button to display the module's area page and to display links to the list pages and forms for the module in the Navigation pane. For more information about area pages and list pages, see the Content Pane topic.
Content Pane
The Content pane appears to the right of the Navigation pane. The Content pane displays the following content pages: Role Centers List pages Area pages
If your organization uses Role Centers, your Role Center is your default home page within Microsoft Dynamics AX 2009. For more information about Role Centers, see Role Center Use in Microsoft Dynamics AX 2009. List pages let users view a list of similar records, select a record, and then perform actions against that record. List pages consist of the following parts: Action pane Filter pane
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Primary list pages display a set of records, and secondary list pages display a subset of those records. You must have security access to a primary list page to view the secondary list pages that are based on it. For more information about list pages, see List pages in the Help.
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Menu items are displayed in a tree view that is divided into groups on the area page. Common groups that appear on an area page are the following: Periodic Setup Reports Inquiries
You can expand or collapse each group by clicking the arrow in the upper-right corner of the group. To expand a top-level menu item that appears in a group, click the plus sign (+) next to the item. For example, in the General ledger module, in the Setup group, click Sales tax to display a list of forms. To collapse a menu item, click the minus sign (-) next to the item.
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A Global Search uses a text index generated by the Data Crawler, so the Data Crawler must be set up and started before you can search your data.
Use the following procedure to include the tables and fields in a Global Search: 1. In the Navigation pane, click Basic, then click Setup > Data Crawler > Table setup. 2. Press CTRL+N or click the New icon on the toolbar to add a new record in the Table setup form. 3. After the compilation process is finished, the Tables form appears.
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2. Do not change the company listed on the Overview tab. 3. Click the Crawler tab to set up parameters and start the Data Crawler. 4. Click the Start crawler button and after the Status field displays Running, close the Data crawler setup form. The Global Search functionality is now ready for use.
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Clicking the links on the Status bar opens the following forms: Alert status - Opens the View alerts form which displays all alerts and provides management capabilities. Current company - Opens the Select company accounts form which is used to change to a different company. Currency code - Opens the Currency converter form which is used to display financial information in a different than the default company currency. System date - Opens the Session date and time form which is used to change the system date.
NOTE: Not all of these forms will be available depending on the user settings for the Status bar in the Options form. For more information about user option setup, see Set User Options content.
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Challenge Yourself!
1. Open the Vendor form. 2. Access balance and balance details for Fabrikam Supplier. 3. Close the forms.
Step by Step
1. In the Navigation Pane, click Accounts payable, and then click Common Forms > Vendor Details. 2. Click the vendor account 4101 for Fabrikam Supplier. 3. Click Balance to open the Vendor balance form. 4. Click Details to open the Vendor transactions form. 5. Close the forms by clicking the Close icon in the upper-right corner of each of the forms.
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Configure Menus
Microsoft Dynamics AX 2009 lets users configure the appearance of their workspace to match their preferences, including: Hide, show, and resize the following panes: o o o My Favorites Navigation Task
Add Favorites Navigation Pane Options, including: o o Tab order Tab appearance
The same steps can be used to hide and show the Navigation pane. The Task pane can be hidden or displayed by using one of the following methods: Press CTRL+F1. Click Task Pane on the View menu. This can be accessed either on the Address bar or on the Microsoft Dynamics AX menu. In addition, the Task pane can be opened by clicking the Find icon on the toolbar and closed by clicking the Close button in the upperright corner of the Task pane.
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Using the Navigation Pane Options form, configure the Navigation pane in the following ways: To hide a module button in the Navigation pane, clear the check box next to the module name. To show a module button in the Navigation pane, select the check box next to the module name. To move a module button up or down the Module buttons area: o o Click the module name and then click Up or Down. To move the module to the top or bottom of the pane, click Top or Bottom.
HINT: Tabs in the Navigation pane can also be hidden by clicking the View menu, then Modules, and then selecting the module name. To show the hidden tabs, repeat this process.
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In addition, you frequently work with sales orders and purchase orders. Therefore, add them to your Favorites pane and rename the group of favorites to My group.
Challenge Yourself!
1. Hide and resort the menus. 2. Add links to the Sales Order Details and Purchase Order Details forms to the My Favorites pane. 3. Rename the My Favorites group.
Step by Step
1. Open the Navigation Pane Options form by opening the Microsoft Dynamics AX menu and clicking View > Navigation Pane Options. 2. Clear all check boxes except for General ledger, Bank, Accounts receivable, and Accounts payable.
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The pane on the right contains the text related to the selected help topic. In this pane users can collapse or expand information, open other related topics, and provide feedback on the help topics. The Microsoft Dynamics AX 2009 Help system also provides hot links to various forms. When text appears blue and bold, clicking the text opens the corresponding form in the application.
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The Search feature offers the following search criteria: Search previous results Match similar words Search titles only
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Application and Business Processes describes the following: Setup and use of every screen within the Microsoft Dynamics AX 2009 system - pressing F1 opens Help for the screen that is currently active. Workflows and interrelations of all the modules in Microsoft Dynamics AX, for example, Finance, Supply chain management and so on.
The System and Application Setup help book is a set of documentation targeted toward system and module administrators who set up and maintain the Microsoft Dynamics AX system at customer sites. It provides information about setting up the following: Security Workflows
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FIGURE 3.19
Enterprise Portal is divided into the following logical sections: Creating Enterprise Portal sites Configuring Enterprise Portal Configuring Enterprise Portal security Maintaining Enterprise Portal
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This help book is a good location to learn about general system concepts and efficient ways to work in the system. The Microsoft Dynamics AX Development Best Practices book includes guides that apply to programming in the standard application and to certified solutions. These best practices are recommended for any Microsoft Dynamics AX 2009 partner or end user enhancing or customizing a system. The Microsoft Dynamics AX Forms and Reports, Menus, Web Sites, and Other Applications help books provide conceptual and task-oriented help on designing Microsoft Dynamics AX 2009 application objects, such as tables, forms, queries, reports and menus. The Microsoft Dynamics AX Upgrade book provides help on upgrade tools and processes. The Microsoft Dynamics AX Security book provides help on the configuration and security key systems. Books are also available on the Microsoft Dynamics AX 2009 Debugger tool and the .NET Framework. Microsoft Dynamics AX 2009 offers a general community site where users can: Access more Help on Microsoft Dynamics AX 2009 Blog Ask questions
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To access the site, click Microsoft Dynamics Community on the Help menu. The Help menu also contains a Check for Updates to the Help menu item. Clicking this menu item opens a Windows updates site that has been combined with other Microsoft solutions. A plug-in must be installed to enable this site to search the user's Microsoft applications and then analyze what updates are needed. This function enables users to access one update site instead of one site per application. The About Microsoft Dynamics AX form displays general copyright, license, system, and version information. It is meant to be a quick reference to find serial numbers, Microsoft Dynamics AX 2009 version information, and general system information. To open this form, click About Microsoft Dynamics AX on the Help menu.
The Microsoft Dynamics AX 2009 Help system is based on compiled HTML help files (.chm files). As a rule, users access the Help system from Microsoft Dynamics AX 2009 to provide assistance with the application; however, it is also available from outside the application. The Help system is spilt into several files to reflect the job roles associated with Microsoft Dynamics AX 2009. They can be accessed from a folder where the
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Role Centers involve the following technologies: Enterprise Portal framework Installed using Microsoft Dynamics AX 2009 setup SharePoint or MOSS Web parts SharePoint site for both EP and Microsoft Dynamics AX 2009 client
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You are assigned to Role Centers based on user profiles, which are sets of default information for a specific role in the organization, such as Chief Financial Officer or Accounting Manager. Each user is assigned to a user profile, and a Role Center is specified for each profile. NOTE: If your company is using Role Centers but you have not yet been assigned to one, a default Role Center may be displayed for your company. To learn how to personalize this Role Center page, see Personalizing Role Centers content.
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Role Center pages are Web part pages, which are Web pages that contain various pieces, or Web parts, that display information. A Web part is a modular unit of information on a Web part page. You can add Web parts to the Web part zones on a page, and then customize the individual parts to create a page that meets your needs. NOTE: For more information about Web parts and pages, see the documentation for Microsoft Windows SharePoint Services or Office SharePoint Server.
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NOTE: If you do not have appropriate rights for editing the Role Center page, an error message displays on the Role Center page.
Demonstration: Scenario
As a new Accounting Manager in Contoso Entertainment USA, you want to make some changes to the default Role Center page so that it better suits your work. The changes are as follows: Add a task list so that you are always aware of your ongoing tasks in the future Display the sales analysis instead of the delivery statistics Hide the financial Key Performance Indicators (KPIs) data
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You can also modify the layout of the Role Center page. Use one of the following methods to modify the layout: In edit mode, drag the Web parts above or beneath other Web parts, or to other zones on the page. Click edit in the upper-right corner of the Web part you want to move, and click Modify My Web Part. The Web part tool pane displays. Use the fields in the Layout area of this pane to hide and display Web parts, specify the page zone and specify the order that the Web parts should be displayed, and complete other tasks.
For this scenario, you do not change the Role Center page layout.
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Summary
This tutorial provides an introduction to the user interface within the Microsoft Dynamics AX 2009 system. The following areas of the application window are introduced: Title bar and Breadcrumb bar Microsoft Dynamics AX menu Toolbar Navigation Pane, including Favorites pane and Menu pane Content pane, including Role Centers, List pages and Area pages Task pane Status bar
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The Microsoft Dynamics AX 2009 help system includes the following: Help structure Onscreen User Help Developer and Administrator Help Microsoft Dynamics Community Updates About Microsoft Dynamics AX
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4. Role Centers are ______ home pages. 5. Role Center pages are built of Web _____. 6. To view your Role Center in Microsoft Dynamics AX 2009, you click ____. 7. To modify the Role Center page, you click _______ this Page. 8. Users can be assigned to Role Centers based on user _____.
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Solutions
Test Your Knowledge
1. How can you customize toolbars in Microsoft Dynamics AX 2009? (Select all that apply.) () Which toolbars to display ( ) Layout of the toolbars () Size of the icons () Display Tool Tips 2. Which of these menus located on the Microsoft Dynamics AX menu can also be accessed from the Address bar? (Select all that apply.) ( ) Tools menu () View menu ( ) Favorites menu () Help menu 3. What does the BCB abbreviation means? MODEL ANSWER - Breadcrumb bar 4. Role Centers are _customizable__ home pages. 5. Role Center pages are built of Web _parts_. 6. To view your Role Center in Microsoft Dynamics AX 2009, you click _Home__. 7. To modify the Role Center page, you click _Personalize_ this Page. 8. Users can be assigned to Role Centers based on user _profiles_. 9. Which of the following panes contains the Global Search functionality? ( ) Navigation Pane () Task Pane ( ) Menu Pane ( ) Favorites Pane 10. How can you quickly see the Help for a form in Microsoft Dynamics AX 2009? MODEL ANSWER - When in the form, press F1.
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Introduction
This course focuses on the user setup in Microsoft Dynamics AX 2009. This includes creating users and assigning them to user groups. After users are created, permissions are assigned and log parameters are defined. Log cleanup is also specified. In addition, Role Centers are installed and users are assigned to them according to their roles in the company.
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Scenario
As a Microsoft Dynamics AX 2009 implementer of Contoso Entertainment USA, you have been asked to set up a system database, create users, assign them to the appropriate user groups and set user permissions depending on their role in the company. You also need to install Role Centers and assign users to them.
Set Up Users
To add another layer of security to the computing environment, Microsoft Dynamics AX 2009 requires all users to be listed in the Active Directory services on the domain controller before they can be enabled in the Microsoft Dynamics AX 2009 User form.
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2. In the console tree of the Active Directory Users and Computers window, right-click the Users folder and click New > User. 3. The New Object - User wizard displays. In the First name field, type Andrea. 4. In the Initials field, type A. 5. In the Last name field, type Wayne. 6. You can modify the Full name field to add initials or reverse order of first and last names if needed. In this example, leave the name without any changes. 7. In the User logon name field, type a logon name for the user. In this example, type Andrea. 8. To enter the domain that contains the user account, select @ADVWORKS.MSFT in the drop-down list. 9. Click Next.
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3. Click the Domain name arrow and select the appropriate domain name. Click Next.
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1. Click Next, and then click Next again. 2. Under Remaining groups, click the group that the user will be a part of. Click Add to move that group to the Selected groups list and then click Next. For this scenario, select only Admin. Multiple groups can be added. Click Next. 3. Set Same profile in all companies to Bookkeeper and click Next. 4. Click Finish. 5. The new user now appears in the User form. NOTE: When the import wizard is used, user groups selected are assigned to all imported users. Therefore, it is recommended to either import users who all need the same user groups or import users, but not assign groups until after the import is done.
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NOTE: To create a new user, Kerry Armand, in Active Directory, use the procedure described in the Create a User in Active Directory topic. Use the following procedure to manually create a new user: 1. In the Navigation Pane, click Administration, and then click Common Forms > Users. 2. In the User form, press CTRL+N to create a new record. 3. In the Alias field, type the user's name as it appears in the Active Directory. For this demonstration, type Kerry. 4. In the Network domain field, type the Active Directory domain where the user is authenticated. For this demonstration, type ADVWORKS.MSFT. 5. In the User name field, type Kerry Armand.
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After the new user account is created, it can be edited at any time in the User form. NOTE: Every user must be a member of at least one group.
Assign Permissions
The Permissions button in the User form opens the User permissions form for the selected user. The User permissions form is used to view the permission that the user has in a specific set of company accounts. Users can print a list of the selected user's permissions from this form by clicking Print.
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There are five levels of access in Microsoft Dynamics AX 2009. In ascending order from the least permissive to the most permissive, the levels are as follows: No access View Edit Create Full control
NOTE: Permissions can only be viewed from this form, not edited. Permissions are granted or denied from the User groups form.
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Challenge Yourself!
Create a user account for Alan in Active Directory. Use the Active Directory Import Wizard to assign Alan to the Administrators user group. Then, do the following: 1. 2. 3. 4. Set the history limit in the User log form to 45 days. Set user log batch processing. Set the Recurrence field to today's date without an ending date. Run the cleanup batch job.
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Step by Step
1. Click Start and then click Administrative Tools > Active Directory Users and Computers. 2. In the Active Directory Users and Computers window, right-click the Users folder and click New > User. 3. In the First name field, type Alan. 4. In the Last name field, type Morrison. 5. In the User logon name field, type Alan. 6. Select @ADVWORKS.MSFT in the drop-down list. 7. Click Next. 8. In the Password and Confirm password fields, type Pa$$worD. Leave the rest of the password options without any changes. 9. Click Next and click Finish. 10. Start Microsoft Dynamics AX 2009. 11. In the Navigation Pane, click Administration and then click Common Forms > Users. 12. In the User form, click the Import button. 13. In the Active Directory Import Wizard form, click Next. 14. Select the ADVWORKS.MSFT domain and then click Next. 15. Click Yes in the dialog box that appears. 16. Select the Import check box for Alan and then two times click Next. 17. In the Remaining groups field, select Admin. 18. Click Add to add that group to the Selected groups list. Click Next. 19. Click No profile in all companies and click Next. 20. Click Finish. 21. In the User form, select the line for Alan and click the User log button. 22. In the User log form, click the Clean up button. 23. In the History limit (days) field, change the value to 45. 24. Click the Batch tab. 25. Select the Batch processing check box. 26. Click Recurrence. 27. Click No end date and then click OK. 28. Click OK to execute the batch job. 29. In the Infolog that appears, click Close.
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Assign Permissions
According to the role in the company, users can have the following types of permissions in the Role Center: Full control means that the user has full control Design means that the user can add, update, delete, approve and customize site contents Contribute means that the user can view, add, update and delete site contents Read means that the user can only view site contents
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The Client Sessions tab displays information such as: User ID and name Type of session running Logon date and time Session ID Related computer and server names
The Server Instances tab displays the following information: Server instance name Computer name Server port and status Date and time the server was started Number of clients connected to the server
The fields are fully defined in Help which is available by pressing F1 in the Online users form.
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Summary
This course focuses on the user setup in Microsoft Dynamics AX 2009. This includes the following: Creating user groups. This includes the following features: o o o Assigning company domains Assigning users Assigning permissions
Creating users. This includes the following features: o o o o o How to use the Active Directory Import Wizard to create users listed in the Active Directory How to use a manual process to create users Assigning user groups Relating users to employees Reviewing user permissions
Setting user log parameters Installing Role Centers. This includes the following features: o o o o Assigning users to user profiles Granting access to the Enterprise Portal Assigning user permissions Setting password parameters
In addition to the user setup, this course provides instruction on how to monitor client and server activity using the Online users form.
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Solutions
Test Your Knowledge
1. What type of information is tracked on the Online users form? Select all that applies. () Client sessions () Active users () Web users () Server instances 2. Users can access Role Centers either from the Microsoft Dynamics AX client or from an Enterprise Portal Web site. () True ( ) False 3. Which of the following are not levels of access in Microsoft Dynamics AX 2009? (Select all that apply.) ( ) Create () Write ( ) Full control () Read 4. Which form is used only to view the permissions that the user has in a specific set of company accounts? MODEL ANSWER - User permission form 5. Every user must be a member of at least how many groups? ( ) None () One ( ) Two ( ) Three 6. How many Role Centers can be assigned to one user within the same company? ( ) None () One ( ) Two ( ) Three
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Introduction
The setup of number sequences is one of the most important functions in Microsoft Dynamics AX 2009. Number sequences support the automatic allocation of voucher numbers, invoice numbers, and journal numbers that are used throughout the system. This course focuses on how to create number sequences using both a wizard and a manual process. During the wizard or the manual creation process, number sequence parameters are set. After parameters are set, number sequence references are reviewed and set up. The final section reviews where and when the number series are used in Microsoft Dynamics AX 2009.
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Scenario
A Microsoft Dynamics AX 2009 implementer is setting up a database and has to set up number sequences. After the number sequences are created, the implementer defines the relevant parameters and then sets the number sequence references.
The level of control can be set up for each number sequence. Therefore, the users may change the suggested number for some number sequences. Besides, users can mark the number sequences as stopped. This is helpful if a business wants to use a new series of number sequences for each fiscal year. NOTE: Microsoft Dynamics AX 2009 depends on number sequences for daily transactions. Therefore, you must correctly set up number sequences before processing starts.
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When you create the number sequences manually on a per module basis, set up only the number sequences for the documents associated with a specific module. For example, number sequences for quotations, customer accounts, picking lists, packing slips, and bills of lading are defined on the Number sequences tab of the Accounts receivable parameters form. To access this form, click Accounts receivable in the Navigation Pane, and then Setup > Parameters. Then click the Number sequences tab.
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Challenge Yourself!
1. Open the Set up number sequences wizard. 2. Follow the prompts.
Step by Step
1. In the Navigation Pane, click Basic, and then click Setup > Number sequences > Number sequences. 2. In the Number sequences form, click the Wizard button. 3. Click Next. 4. Press ALT+F9 to delete all the suggested number sequences except Foreign trade. 5. Click Yes when asked to confirm each deletion. 6. Click Next. 7. Click Finish.
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CAUTION: Selecting or clearing any of these options may significantly change the number sequences. Use caution when changes are made to number sequences, especially existing number sequences.
Number Allocations
Number allocations form the basic structure of the number sequence, such as: The name The start and end values The next number in the series The format of the unique identifiers of this sequence
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NOTE: The In use flag is set by the system at the time when the number sequence is first used. A page icon appears in the Indicator for preallocated numbers in system memory field if the Preallocation check box is selected on the Performance tab.
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NOTE: The Date and Time fields display the system date and time the last cleanup was performed.
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Challenge Yourself!
1. Open the Number sequences form for the Inve_90 serial numbers. 2. Change the parameters.
Step by Step
1. In the Navigation Pane, click Basic, and then click Setup > Number sequences > Number sequences. 2. Click the line for the Inve_90 number sequence. 3. Click the General tab. 4. In the Largest field, type 100. 5. In the Format field, type Inve_90_###. 6. Confirm that the Continuous check box is selected. 7. Click the Cleanup tab. 8. Confirm that the Clean up check box is selected. 9. In the Interval field, type 12.00 and press TAB.
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In the Number sequence references form, select the Follow check box to link the selected number sequence to the number sequence specified in the Reference that may be followed field. This feature is useful, for example, to require the voucher number sequence to follow the invoice reference number sequence. Users can also view references from the Number sequences form. In this case, click the number sequence to be modified and then click References. Information for that number sequence will be displayed, and users can modify its parameters.
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Summary
Number sequences are an important part of Microsoft Dynamics AX 2009. They can be set up manually or by using the wizard. Number sequences can be controlled through the parameters set up for each sequence. This course explains how to create number sequences. During the creation process, number sequence parameters are set. They include the following: Number allocations Usage status Enabling users to change number sequence to a larger or lower number A cleanup process to verify the integrity of the number sequences Performance parameters used to help Microsoft Dynamics AX 2009 operate quicker
After parameters are set, number sequence references should be reviewed and set up. Number sequence references define where number sequences are used. The final topic reviews where and when the number series are used in Microsoft Dynamics AX 2009.
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4. Number sequence references set up in the Basic module of Microsoft Dynamics AX 2009 are used as default and cannot be modified throughout the system. ( ) True ( ) False
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Solutions
Test Your Knowledge
1. How can we set up number sequences in Microsoft Dynamics AX 2009? Mark all that apply. () Manually ( ) Automatically during the application installation and setup () By using the wizard ( ) They are default system information and cannot be created or modified. 2. In which of these modules can the user set up number sequences? Mark all that apply. () Basic () General ledger () Accounts receivable () Accounts payable 3. Task: Match the number sequence parameters with the functions they perform: c a d e b 1: Usage status 2: Cleanup 3: Number allocations 4: Performance 5: User changes a. Verifies the integrity of number sequences b. Lets the user to make changes to the number sequence c. Defines the way in which the number sequence is used d. Determines the first, last and next values of the number sequence e. Speeds up the system operation
4. Number sequence references set up in the Basic module of Microsoft Dynamics AX 2009 are used as default and cannot be modified throughout the system. ( ) True () False 5. Where in Microsoft Dynamics AX 2009 can we view where and when a number in a particular sequence has been used in the system? MODEL ANSWER - In the History form.
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Introduction
A single Microsoft Dynamics AX 2009 database can hold many individual companies. This course explains the steps of setting up a company in Microsoft Dynamics AX 2009. Company setup in Microsoft Dynamics AX 2009 is unique because a company can be real or virtual, and users can assign company domains that are used for security.
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Scenario
A Microsoft Dynamics AX implementer must create all the components that are required to create companies in the system and can include the following: Domains Table collections Company accounts Virtual companies
After the main company is set up, the next step is to enter the setup data required to complete the Company information form. This form contains all the default data specific to the Microsoft Dynamics AX 2009 company. The final step is to perform data exports and imports. This is where the chart of accounts is exported from one Microsoft Dynamics AX 2009 company to another.
Create Domains
A domain in the Microsoft Dynamics AX 2009 system is a group of company accounts. Domains enable setting up specific user permission for a group of company accounts. Just as user groups define sets of users, domains define sets of company accounts that are logically connected. If your organization or business has more than one company account, you can restrict account access by using domains.
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In addition to user groups, domains are used when a log is set up of the following database actions: Insert Update Delete
Database log actions are set up in Administration > Setup. NOTE: Setting up User groups, Permissions, and the Database log are explained in more detail in the Microsoft Dynamics AX 2009 Administration course.
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Add the three intercompany (CEC, CEE, CEU) companies to this new domain.
Challenge Yourself!
1. Create the new intercompany domain. 2. Add the three intercompany company accounts.
Step by Step
1. In the Navigation Pane, click Administration, and then click Setup > Domains. 2. Press CTRL+N to create a new domain. 3. In the Domain ID field, type Interco. 4. In the Name field, type Intercompany. 5. Click the Company accounts tab. 6. In the Remaining company accounts list, select CEC. 7. Click the left arrow to move the company to the Selected company accounts list. 8. In the same way, add the CEE Company and CEU Company to the Selected company accounts list.
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The AOT window is the main location for making customizations and modifications to Microsoft Dynamics AX 2009.
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NOTE: The newly created table collection has the user layer (usr) indicator automatically added to the name to show that the table collection resides in the user layer of Microsoft Dynamics AX 2009.
4. Click the new table collection and assign a name. 5. To add tables to this collection, open another instance of the AOT. The new AOT will open above the existing one. Select the top window and move it to the right.
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Challenge Yourself!
1. Create a new table collection. 2. Open another instance of the AOT. 3. Add the two tables to the new table collection.
Step by Step
1. On the toolbar, click the Application Object Tree icon. 2. Expand the Data Dictionary node by clicking the plus sign next to it. 3. Right-click Table Collections and then click New Table Collection. 4. Click the new table collection and type Cust_Vend. 5. Save the new table collection. 6. On the toolbar, click the Application Object Tree icon again to open a new instance of the AOT.
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The Company form contains the following four buttons: Button Tables Duplicate Restore Select Functionality Prints a list of tables linked to the company account. Creates a copy of the selected company accounts. Restores company accounts data from a backup database. Opens the selected company.
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Verify that the Admin domain is assigned to the new company and then open the new company from the Company form. Reopen the CEU company when the lab is finished.
Challenge Yourself!
1. Create the new company account. 2. Verify the domain. 3. Open the new company from the form.
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The combination of companies and virtual companies enables the accountant to reuse the same application logic (that is, the same application objects and relations) as the accountant works with different sets of data where required. End users do not deal directly with the virtual companies. Virtual company accounts contain data in certain tables that are shared by any number of company accounts. Therefore, users can post information in one company that will be available to another company.
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NOTE: As soon as a virtual company is added, the Company accounts and Table collections tabs appear. Use the following procedure to assign company accounts to the virtual company: 1. In the Virtual company accounts form, click the Company accounts tab. 2. In the Remaining company accounts list, click the company to add to your virtual company. 3. Click the left arrow to move the company to the Selected company accounts list. Use the following procedure to assign table collections to your virtual company: 1. Click the Table collections tab. 2. In the Remaining table collections list, click the table collection to add to this virtual company. 3. Click the left arrow to move the table collection to the Selected company accounts list. 4. Close the Virtual company accounts form. A message appears that states that the application must shut down and be restarted. Click OK. 5. Restart Microsoft Dynamics AX 2009.
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Challenge Yourself!
1. 2. 3. 4. Create the new virtual company account. Add only the three intercompanies. Add the Batch, Global, and Intercompany table collections. Close the form and restart Microsoft Dynamics AX 2009.
Step by Step
1. In the Navigation Pane, click Administration, and then click Setup > Virtual company accounts. 2. Press CTRL+N to add a new virtual company account. 3. In the Company accounts field, type VC. 4. In the Name of the company accounts field, type Virtual Company for Intercompany.
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HINT: Countries/regions, states, counties, and address formats can also be imported with default data at the start of the implementation or at any time thereafter. The default data import is covered in the Microsoft Dynamics AX 2009 Administration training content.
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Country/Region Information
In the Country/region form, the General tab includes some or all of the fields from the Overview tab, and the following fields: Sales tax. Type the country/region code used in the EU sales list as part of a tax-exempt number. Intrastat code. Type the code used for Intrastat reporting in Austria, Germany, France, Spain, and Sweden. Giro validation. Select the method used to validate bank giro account numbers. Validate bank account. Select the method used to validate bank account numbers in the Bank accounts form. This field is not required for all countries. Currency. Select the national currency of the country/region.
The Country/region form also contains the following three buttons: States. Opens the State form. Use this to create or update states related to the selected country/region. External codes. Opens the External codes form. Use this to create or update external codes related to the selected country/region. Transport. Opens the Transport form. Use this to set up transport days relative to mode of delivery, and shipping and receiving destinations related to the selected country/region.
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Use the following procedure to set up states: 1. In the Navigation Pane, click Basic, and then Setup > Addresses > Country/region > States. 2. In the State form, press CTRL+N to add a new state (or click the New icon on the toolbar). 3. The Country/region field is automatically filled with information from the associated line in the Country/region form. 4. In the State field, type a unique identifier for the state. 5. In the Description field, type the official state name. 6. In the Intrastat code field, type the Intrastat reporting code. This is only valid in Austria and Germany. The State form contains the following three buttons: Counties External codes Transport
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Use the following procedure to set up counties: 1. In the Navigation Pane, click Basic, and then Setup > Addresses > Country/region > States > Counties. 2. On the County form, press CTRL+N to add a new county (or click the New icon on the toolbar). 3. The Country/region field is automatically filled with the country/region for the related state. 4. The State field is automatically filled with information from the associated line in the State form. 5. In the County field, type a unique identifier of the county. 6. In the Description field, type the county's official name. 7. In the Code field, type the county's alphanumeric identifier. The County form contains the following two buttons: External codes Transport
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NOTE: Lab 6.3 - Create a Company Account must be completed before Lab Set up Company Information is started.
Challenge Yourself!
1. Open the SDI company, created in Lab 6.3. 2. Open the Address format form and use the Create address format wizard to create the US (North America) address format. NOTE: This process will also create the US country/region. 3. Open the County/region form and add the new state information. 4. Open the County form and add the new county. 5. Open the ZIP/postal Codes form and do the following: o Add the new zip/postal code information o Fill the Country/region, State, and County fields
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NOTE: Remember to reopen the CEU company when the lab is completed.
Step by Step
1. On the Microsoft Dynamics AX menu, click File > Open > Company, select SDI, and then click OK. 2. In the Navigation Pane, click Basic, and then click Setup > Addresses. 3. Click Address format. 4. Click Wizard and on the Welcome screen. Click Next. 5. Clear all check boxes except for North America. Click Next. 6. Clear the Canada check box. Click Next. 7. On the Native country/region screen, leave the check box cleared. Click Next. 8. Click Finish. 9. Close the Address format form. 10. In the Addresses folder, click Country/region. 11. Click States and in the State field, type DE, and in the Description field type Delaware. 12. Click Counties and press CTRL+N. 13. In the County field, type Kent, and in the Description field type Kent. 14. Close all the open forms. 15. In the Addresses folder, click ZIP/postal Codes. 16. In the ZIP/postal Code field, type 19901. 17. In the City field, type Dover. 18. Click the General tab.
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The Company information form also contains the following functions: Alternative company addresses Company contact information Company monetary information Language setup Company logo imports
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HINT: If currency codes do not exist for these fields, right-click in the field and select Go to Main Table Form to set up the necessary currency code.
Select Language
The default language used when, for example, sending invoices and collection letters to customers can be set up under Languages on the Other tab of the Company information form. The language code set up here will be proposed when you create customers and vendors if it is not set up in customer and vendor parameters.
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Also, import the logo onlinehelp_help.gif into the company using this path: C:\Program Files\Microsoft Dynamics AX\50\Application\Share\Include. NOTE: Lab - Create a Company Account must be completed before Lab - Set up Company Information is started.
Challenge Yourself!
1. Open the SDI company. 2. Open the Company information form. 3. Enter the company address and contact information listed in the scenario. 4. Import onlinehelp_help.gif into the company using the Company logo import function.
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For example, to analyze or graph data in another application, data can be exported from Microsoft Dynamics AX 2009 and then imported into the application that provides the necessary functionality.
Both definition groups will only include the Chart of accounts table (LedgerTable).
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Use the following procedure to select tables that will be exported: 1. Click Table setup to define which tables to export. 2. In the Name of table field, enter LedgerTable. 3. Select the Note check box to export notes that have been added to this table. 4. No field criteria will be needed. Therefore, close the Table setup form.
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Challenge Yourself!
1. Open the CEU company, open the Data export/import form. 2. Create a new definition group using the information listed in the scenario. 3. Export the cost categories to a location on drive C. 4. Remember where you saved it. 5. Open the SDI company and verify that cost categories do not exist. 6. Open the Import options form. 7. Keep all defaults and import the file. 8. Verify that the Cost categories form is filled with data.
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Step by Step
1. On the Microsoft Dynamics AX menu, click File > Open > Company. Select CEU and click OK. 2. In the Navigation Pane, click Administration, and then click Periodic > Data export/import > Definition groups. 3. Press CTRL+N. 4. In the Definition group field, type CCE, and in the Name field type Cost Category Export. 5. Click the Options tab and clear the check boxes. 6. Click the Include table groups tab and clear all the check boxes. 7. Click OK. 8. Click Table setup, and, in the Name of table field, type COSLedgerTable. 9. Select the Note check box and close the Table setup form. 10. Click Export to. 11. Click the folder icon and find a location on the drive C. 12. In the File name field, type a name for the export file. 13. Click Save. 14. In the Export options form, click OK. 15. On the Microsoft Dynamics AX menu, click File > Open > Company, select SDI and click OK. 16. In the Navigation Pane, click Cost accounting, and then click Common Forms > Cost category. 17. Verify that the Cost categories form is empty. 18. Close the Cost categories form. 19. In the Navigation Pane, click Administration, and then click Periodic > Data export/import > Import. 20. Click the Definition group down arrow and then click CCE. 21. Click the folder icon and find the export file from the CEU company. 22. Click Open.
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Summary
This course explains how to perform basic company setup in Microsoft Dynamics AX 2009. After defining the company structure, the components of a company are created. This includes the following: Domain Table collection Company account Virtual company account
General company information tables are then set to have data available to complete the Company information form. This includes the following: Countries/regions States Counties Address formats
The Company information form is used to maintain company-specific information and defaults that are used throughout the system. After the general set up tables are filled in, the Company information form is set up. Alternative addresses and company logo imports are also reviewed. In the final section, a basic overview of the data export/import functionality in Microsoft Dynamics AX 2009 is provided.
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Solutions
Test Your Knowledge
1. Which of these components are required to set up a company account in Microsoft Dynamics AX 2009? (Select all that apply.) ( ) Chart of accounts () Table collections () Domains ( ) Dimensions 2. Virtual company accounts help when _multiple__ companies share nontransactional information. 3. Table collections are _groups _ of tables that relate tables from one company to another. 4. A _domain_ is a collection of one or more non-virtual company accounts. 5. _Virtual_company accounts contain data that is shared by any number of company accounts. 6. A set of _company__ accounts can belong to several domains. 7. Domains enable setting up specific user _permissions_ for a group of company accounts. 8. In which Microsoft Dynamics AX module can you set up the company information? ( ) General ledger ( ) Administration () Basic ( ) CRM 9. Definition groups are required for exporting and importing data. ( ) True () False
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Introduction
This course introduces the Tools menu. This menu provides access to many of the auxiliary tools available in Microsoft Dynamics AX 2009. The configuration section provides information about how users can configure their desktops and set options in Microsoft Dynamics AX 2009. Although some of these options can be restricted by the Administrator user account, users can configure Microsoft Dynamics AX 2009 to match their preferences.
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Scenario
As a Microsoft Dynamics AX 2009 implementer, you have been asked to explain the features on the Tools menu to a group of key end users. Because these end users are not developers, the development functionality is not addressed.
The Customize and Options menu items let users configure their toolbars and set options tailored to meet their personal work needs. The Tools menu can be accessed either from the Microsoft Dynamics AX menu or from the menu bar in the Microsoft Dynamics AX forms.
Telephone List
The Telephone list is automatically generated from the entries made in the Employee table and provides quick access to the employee telephone numbers. The records in the Telephone list form cannot be edited.
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Session Date
The Session date and time form is used to change the date in the system. This is useful for backdating transactions.
Changing the session date and time affects the following areas of Microsoft Dynamics AX 2009: The posting date in all modules The invoice date and the associated due date The statistics period in which the current transaction is updated
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NOTE: System fields in the database such as CreatedDateTime and ModifiedDateTime use the computer date, not the session date. The session date can also be displayed on the status bar. If it is added to the status bar, click the session date to open the Session date and time form. For more information, see the Set User Options content. NOTE: If the system date has been modified to make changes, return it to the correct date when the process is completed.
Calculator
The Calculator option on the Tools menu opens the standard Microsoft calculator. The calculator can be used to perform any of the standard operations for which a handheld calculator is ordinarily used, in addition to functions found on a scientific calculator, such as logarithms and factorials.
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The Print archive window has four buttons. This includes the following: Print - Prints the report to the selected destination Print preview - Shows a preview of the report Printer setup - Defines the destination of the print job Update - Updates the view to include print jobs that have been added or deleted because the table was last accessed
For more information about the fields in this form, press F1 to access Help.
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Users can open new workspaces from the Select company accounts form. The new workspace feature enables users to have multiple instances of Microsoft Dynamics AX 2009 opened at the same time.
Development Tools
The Development tools menu item contains many tools for configuring Microsoft Dynamics AX 2009 to the unique needs of individual customers. These tools are discussed in other Microsoft Dynamics AX 2009 training content. Online developer help is also available for these tools and can be accessed by clicking Developer Help on the Help menu.
Reporting Tools
Microsoft Dynamics AX 2009 is integrated with Microsoft SQL Server Reporting Services. This gives customers an enterprise-capable reporting platform that does the following: Includes a comprehensive environment for authoring, managing, and delivering reports to the whole organization Enables business users to interact with data in an ad hoc manner and create original reports
Microsoft Dynamics AX 2009 includes many preconfigured reports that were built using Microsoft SQL Server Reporting Services. You can access these reports in the Microsoft Dynamics AX client and in Enterprise Portal.
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Challenge Yourself!
1. Open the Calculator for units form. 2. Convert feet into square feet for the Hardwood veneer - 8 X item.
Step by Step
1. Under the Microsoft Dynamics AX menu, click Tools > Calculator for units form. 2. Click the Item number arrow and select Hardwood veneer - 8 X. 3. In the first box, type 400. 4. In the second box, click the arrow and select Feet (Ft). 5. In the fourth box, click the arrow and select Square Foot (SqFt). 6. The order quantity in the stock units is displayed in the third box.
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The General tab is broken into seven groups: User Infolog Security Legacy Help System Document handling Home Page Settings Grid
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The following user defaults are set in the User field group: Start company accounts: Identifies the default company account opened when Microsoft Dynamics AX 2009 is started. Autocomplete: Saves keystrokes in string fields so the next time the user starts to type a string field, the system provides a list of text matches a user can select from. Default <TAB> behavior: Determines how the TAB key is used in Microsoft Dynamics AX 2009. o o When this check box is selected, pressing TAB moves through all fields and buttons on the current tab page only. When this check box is not selected, pressing TAB moves through all fields and buttons on all tab pages included in the tab control.
Language: and Alt Help Language: Identifies the default display language and the display language for Help for this user. Preferred time zone: and Time zone mismatch notification: Identifies the default time zone settings.
The Detail level option under the Infolog field group defines the type of information the user wants to see in the Infolog system. The options are as follows: All - Shows all messages Errors and warnings - Shows only errors and warnings Errors only - Shows only error messages None - Shows no information in the Infolog system
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Selecting this check box makes the Update toolbar line button active.
The Update toolbar line button check box determines whether the user is notified of documents that are attached to forms. When this check box is selected and a form is accessed that has documents attached, the Document handling icon appears to be selected. If this check box is not selected, users will not be alerted that documents are attached to a selected form.
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Users can set the following options: How frequently to receive alerts Destination of the pop-up link When alerts are sent as e-mail messages, pop-up windows, or both
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The three fields at the top of the Status bar tab are as follows: Show status bar: Determines how the status bar displays. The options are as follows: o o o None. No information displays on the status bar. Normal. Field information displays in a typical font size. This is the same font size used for other field captions. Large. Field information displays in a larger font size.
Warn company accounts change: Defines whether an Infolog message appears during a change of company accounts.
NOTE: The Infolog is displayed when forms are open and a company account is changed. Show company information in form title: Defines whether the company account ID - for example, (ceu) for the Contoso Entertainment USA company - appears on the title bar of each form.
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HINT: By displaying the company account on the status bar, users can click it and quickly access the Select company accounts form. Show currency: Displays the default currency.
HINT: By displaying the currency on the status bar, users can click it and quickly access the Currency converter form. Show user ID: Displays the user ID on the status bar Show customizable Help text field: Displays Help for a customizable field on the status bar Show alert status: Displays the number of unread alerts Show AOS Name: Displays the AOS that the Microsoft Dynamics AX client is connected to
Set Fonts
On the Fonts tab of the Options form, users define font type and size for reports, forms, and for the property editor. The system's default font types are as follows: Report - Arial Form - GUI Properties - MS Sans Serif
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Tracing Methods
There are five tracing methods used by the Microsoft Dynamics AX 2009 system which can be set in the Options form: Multiple SQL statements - Monitors all SQL communication with the SQL database backend and defines where to send all output. Long queries - Enables users to locate single SQL statements exceeding a user-defined time period. The Threshold field lets users define a long running query in milliseconds.
NOTE: This is useful in development and testing environments to find and remove performance bottlenecks by using low query-time thresholds and in production environments for monitoring with appropriately high thresholds. Warnings - Lets Developers receive several SQL generation and data-loading warnings. Deadlocks - Enables the display of deadlock information. General - Receives a Query plan from the database, listing the steps required to fulfill a given query.
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For more information about tracing tools, press F1 to access Help and search for the Set tracing options topic.
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The Usage data form includes the following tabs: Ranges - Displays any ranges that a user has defined for queries that the user has executed. Report selections - Displays all selections the user has made to run a report in the Microsoft Dynamics AX 2009 system. Autoreports - Displays any reports executed that were created using the Autoreport wizard. Jobs - Displays all criteria and options specified in setups that initiate the execution of jobs. Record templates - Displays all templates that are used to create records in Microsoft Dynamics AX 2009 window grids. Form setup - Displays all forms modified by a user. This includes functionality such as: o o o Hide/show fields Add/remove fields Moving fields
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Every tab, except the General and All usage tabs, includes the Company accounts specific check box. If it is selected, the data is specific to the current company. Therefore, deleting the record will only affect the current company. Every tab, except the General tab, includes the Data button. This button opens the Collected values form, used for viewing a listing of the actual calls made to collect data from the company database.
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Summary
This course introduces the Tools menu and provides instruction on basic functions, such as: Accessing an internal, system-generated employee telephone list Working with two different calculators: o o Standard Unit conversion
Changing the system date and switching between companies Archiving print jobs for later viewing or reprinting Using and setting up reporting services Customizing display options
The configuration section provides information about how users can configure their desktops and set their own options in Microsoft Dynamics AX 2009. The following configurations are discussed: Setting up user preferences, such as default company accounts and language, default Infolog messages and so on Customizing the Microsoft Dynamics AX 2009 status bar Setting the default fonts used for reports, forms, and properties Setting up SQL database tracing methods and output options Setting confirmation and preload options Viewing usage data Setting Best Practice checks and compiler options
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8. Where can you set up to display your user ID, company accounts, session date and util layer in the Microsoft Dynamics AX window? ( ) In the Customize... form ( ) On the Status bar tab of the Options form ( ) On the General tab of the Options form ( ) In the User settings form 9. What does the SQL tab define on the Options form?
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Solutions
Test Your Knowledge
1. Which reports are created using the report models? ( ) Standard reports ( ) Preconfigured reports () Ad hoc reports ( ) Financial reports 2. The telephone list is filled with entries made in which table? ( ) Contacts table ( ) Company accounts table ( ) Users table () Employees table 3. Name the areas of Microsoft Dynamics AX 2009 that are affected when the session date and time are changed. (Select all that apply.) ( ) The creation date in all modules () The posting date in all modules () The invoice date and the associated due date () The statistics period in which the current transaction is updated 4. Which of these toolbars is not used in Microsoft Dynamics AX 2009? ( ) AOT () Developer ( ) Editor ( ) Standard 5. What is the purpose of the Print archive tool in Microsoft Dynamics AX? MODEL ANSWER - The print archive is used to store print jobs. 6. List the ways in which the Select company accounts form can be opened in Microsoft Dynamics AX 2009. (Select all that apply.) () In the form, click Tools > Select company accounts. () Click the company account on the status bar. () On the Microsoft Dynamics AX menu, click Tools > Select company accounts. () On the Microsoft Dynamics AX menu, click File > Open > Company.
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Introduction
The Command menu provides many of the display and action options for Microsoft Dynamics AX 2009. Most users access many of the options on this menu by using the right-click shortcut on forms and fields.
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Scenario
You are a partner, implementing Microsoft Dynamics AX 2009. Your task is to teach the customer's end users how to use the features on the Command menu.
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To remove a user-added field, highlight the field in the User setup form and then click the Remove button. NOTE: User-added fields can be removed from a form; however, system defined fields cannot be removed.
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NOTE: There are limitations regarding the movement and addition of fields in a form. Press F1 for more information.
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NOTE: This tab is only visible to users who have Admin rights.
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Challenge Yourself!
1. Open the User setup form for the Sales order form. 2. Make the modifications described in the lab scenario.
Step by Step
1. To open the Sales order form, in the Navigation Pane, click Accounts receivable, and then click Common Forms > Sales Order Details. 2. On the menu bar, click Command > Setup or right-click the form and click Setup. 3. The User setup form opens displaying the layout of the Sales order form. 4. Expand the Address and then the Delivery address nodes. Select the ZIP/postal Code field. 5. Clear the Edit contents check box in the Properties pane. 6. Select the Skip check box. 7. Make the same settings for the County and Country/region fields. 8. Drag the Delivery address field group to the General tab. 9. Select the Other tab.
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Challenge Yourself!
On the Command menu or using the right-click menu, use the Hide, Show, and Show all tools.
Step by Step
1. To open the Sales order form, in the Navigation Pane, click Accounts receivable, and then click Common Forms > Sales Order Details. 2. Click the Postings tab. 3. Right-click somewhere on the tab and select Hide. 4. Follow the same procedure for the References and Dimension tabs. 5. Click the Address tab.
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Alert rules are user-specific and can be set on any table field or for any specific event.
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Challenge Yourself!
1. Create an alert rule for purchase price fluctuations on the 8003 item. 2. Set the end date.
Step by Step
1. Click Inventory management in the Navigation Pane, and then click Common Forms > Item details. 2. Select the item 8003. 3. On the menu bar, click Command > Create alert rule.... 4. Under Alert me when, click the Event arrow to display event types. Select has changed. 5. Under Alert me for, click Current record in Items. 6. Under Alert me until, click End date and enter 06/30/2008. 7. Click OK to save the alert rule.
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NOTE: The functions in the Record information form differ based on the form type selected.
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CAUTION: Use this feature with care. Executing the Rename task overwrites the existing record in every Microsoft Dynamics AX 2009 table where the record is found. This can be a time-consuming process.
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The next time when a user creates a new record, the Select a template form opens and displays to the user the available templates. Use the following procedure to select a company template: 1. Click General ledger in the Navigation Pane, and then click Common Forms > Chart of Account Details. 2. Press CTRL+N or click the New icon on the toolbar to create a new record. 3. The Select a template form appears.
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Mark Records
You can update multiple records at the same time using the Fill utility function. For example, if you decide to change the payment terms for a group of customers, instead of updating each customer account individually, you can use Fill utility to update all these customers cash discount terms at the same time. NOTE: This feature only is available if the Fill utility configuration key is selected and the Fill utility security key is enabled.
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CAUTION: Be aware that updating many records at the same time can be a time-consuming process because the records are modified in every Microsoft Dynamics AX 2009 table.
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In the Document Handling form, users can perform the following actions: Display notes Create notes Display documents Create new documents Edit existing documents Print existing documents Link existing document references to other references
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Open - Open the document that is attached to the reference. Setup - Use to set up default options for opening and displaying the Document handling form. Click Options to select from the following: o o o Show standard - Select whether to show references as a default for all users or the current user. Show references only as default - Select whether to show the reference list only as a default without the buttons. Show any attached file as a default - Select whether to view file and not note as a default.
Functions - Use to access functions that can be executed with regard to the reference. o Lock/Unlock - Lock updates of the document overview. When Lock is selected, the button changes to Unlock, and when it is clicked, the overview is updated again when, for example, selecting another customer. Copy - Use to copy a reference to a document, so that another transaction or several other transactions have a document reference to the same document.
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Inquiries - Use to access inquiries that can be executed with regard to the reference. o o References - Select to list all records that refer to the same document. Temporary files - Temporary files are files that are being used, but not yet written to the database. Select Save File after selecting an individual file, to save it in the database or select Update all to write all the temporary files to the database.
For more information about the fields in this form, press F1 to access Help.
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Challenge Yourself!
1. Create a note regarding purchase price fluctuations on the item 8003. 2. Open the note using the toolbar.
Step by Step
1. Click Inventory management in the Navigation Pane, and then click Common Forms > Item details. 2. Select the item 8003. 3. On the form menu bar, click Command > Document handling. 4. Click New > Note. 5. In the Description field, type Price fluctuates frequently. 6. Save the record. 7. Close the form. 8. When still on the item 8003, click the Document handling icon on the toolbar to view the note.
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Delete Records
Use the following procedure to delete records: 1. In a form, select the record that you want to delete. 2. On the menu bar, click Command > Delete Record. NOTE: This option can also be accessed by using the shortcut key of ALT+F9 or by clicking the Delete Record icon on the toolbar.
Summary
This lesson explains the following functions available from the Command menu: Go to the Main Table Form Restore Setup Hide/Show Create alert rules Record information Document handling Delete records
For the Command menu to be active, a relevant form must be selected. Also many of the Command menu features can be accessed by right-clicking the form.
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7. How can you see the name of the form being modified, when and by whom the form was created and last modified, and the version number of the form? Mark all that apply. ( ) When in the form, click Command > Setup, and then click the Information tab ( ) When in the form, click the Setup icon on the toolbar, and then click the Information tab ( ) Right-click the form, select Setup, and then click the Information tab ( ) Right-click the form, select Setup, and then click the Query tab
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9. What information can be accessed by using the Go to the Main Table Form feature? ( ) Quick access to the main menu of Microsoft Dynamics AX ( ) Quick access to the Chart of accounts ( ) Quick access to the main table that contains the records for the selected field ( ) Quick access to the table in the AOT that contains the records for the selected field 10. Name the document types that can be referenced in Microsoft Dynamics AX 2009 using the Document Handling feature. Mark all that apply. ( ) File ( ) Fax CRM ( ) Letter ( ) Note 11. The Rename function assigns a new value to the primary key but other tables of the Microsoft Dynamics AX referencing this key are not affected. ( ) True ( ) False 12. What are the limitations of the Restore feature? Mark all that apply. ( ) There are no limitations ( ) It is only functional before the user has left the record ( ) It is only functional before the user has saved changes to the record ( ) It enables to undo only up to three user actions
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Solutions
Test Your Knowledge
1. The Command menu is only available when a _form__ for which the menu is relevant has been selected. 2. The functions in the _Record__ information form differ based on the form type selected. 3. The _Rename_ task will overwrite the existing record in every table of the system in which the record is found. 4. You can access many of the Command menu options by using the _right_click function. 5. Users can stay informed on the condition of their business by using _alerts__. 6. Task: Match the templates with their properties: c b a d 1: Company template 2: User template 3: Company template 4: User template a. The new template is valid for all users of the company. b. Can be created by any user. c. Can be created only by an Admin. d. The new template is only valid for the user who created it.
7. How can you see the name of the form being modified, when and by whom the form was created and last modified, and the version number of the form? Mark all that apply. () When in the form, click Command > Setup, and then click the Information tab ( ) When in the form, click the Setup icon on the toolbar, and then click the Information tab () Right-click the form, select Setup, and then click the Information tab ( ) Right-click the form, select Setup, and then click the Query tab 8. Where can you change the default TAB behavior so that it skips fields? MODEL ANSWER - Command > Setup > Skip
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Introduction
This lesson discusses some of the features of Microsoft Dynamics AX 2009 that set this product apart from other applications. These are features that can make a difference in how customers operate their business. Such differentiating features include the following: MorphX, an Integrated Development Environment o o Version Control Management Reverse Engineering
Optimistic Concurrency Control Application Integration Framework Integration with Microsoft Outlook
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Scenario
A Microsoft Dynamics AX 2009 sales representative plans to meet with a potential customer and demonstrate the differentiating features of Microsoft Dynamics AX. The customer is already convinced that the application can handle the company's Enterprise Resource Planning (ERP) needs, and wants to see what sets Microsoft Dynamics AX 2009 apart from the other ERP products available.
Microsoft MorphX
The development environment in Microsoft Dynamics AX 2009 is the Microsoft MorphX Development Suite. MorphX is referred to as an Integrated Development Environment (IDE) because it integrates many different functions such as designing, editing, compiling, and debugging in a common environment. In traditional development tools, each of these functions operates as a separate program, with its own interface. Microsoft Dynamics AX 2009 is an object-oriented environment where all objects are stored in Application Object Tree (AOT). In the AOT, the developer can create new application objects by using drag-and-drop functionality and by setting properties. To make the developer's job easier and faster, the system has auto settings for all application object properties.
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NOTE: The red line that appears before CustTable indicates that changes have been made, but not saved. 5. Click Save all.
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NOTE: Any changes made to the tables or forms are displayed with bold type and list the layer that was modified. In this example, the user layer was modified and therefore, (usr) is displayed next to CustTable and AutoLookup.
FIGURE 9.2 CUSTTABLE WITH FIELDS ADDED TO AUTOLOOKUP AND SAVED TO (USR) LAYER
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Challenge Yourself!
1. Access the Application Object Tree. 2. Add the fields to the AutoLookup field group.
Step by Step
1. Click the Application Object Tree icon. 2. Expand the Data Dictionary node, expand the Tables node, and select CustTable. 3. Click the plus icon to expand the CustTable node. 4. Select Field Groups and click the plus icon to expand the Field Groups node. 5. Right-click the CustTable node and click Open new Window. 6. In the second AOT window, expand the Fields node. 7. Find and drag the Telefax and Email fields to the AutoLookup field group in the original AOT form. 8. Click the Save All icon on the toolbar of the AOT window.
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Description Enterprise Portal framework includes customizable home pages called Role Centers. Role Centers display reports and other business intelligence information, transaction data, alerts, links, and common tasks associated with the user's role in the company. Collaboration and content management functionality is incorporated into Microsoft Dynamics AX Enterprise Portal sites using the equivalent features in WSS. Microsoft Dynamics AX document management functionality is integrated with the SharePoint user interface. Therefore, users can accomplish many of the same document management tasks from the Enterprise Portal that they can accomplish from the Microsoft Dynamics AX client. Users can search for Microsoft Dynamics AX records from the Enterprise Portal. They can also search for documents and list items that are stored in Windows SharePoint Services, such as announcements and discussions. Existing Web portals can use Microsoft Dynamics AX Web Parts and in that way use the Microsoft Dynamics AX Web framework.
Common search
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FIGURE 9.3 LOGICAL OVERVIEW OF MICROSOFT DYNAMICS AX 2009 WITH ENTERPRISE PORTAL
Open the Enterprise Portal Web site. In the Enterprise Portal, click the Sales menu. Click Customers and select the customer account 3002. Under the New menu, click New Sales Order.
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Challenge Yourself!
1. Open Enterprise Portal in the image. 2. Create a sales order for Sparrow Wholesales, for 10 LCD Television Model 01. 3. Complete the sales order.
Step by Step
1. In the Navigation Pane, click Administration > Setup > Internet > Enterprise Portal > Web sites. Click View in Browser. 2. In the Enterprise Portal menu, click Sales. 3. In the Navigation Pane in the left portion of the Enterprise Portal window, click Customers under Main Lists. 4. Select the customer account 1201. 5. Under the New menu, click New Sales Order. 6. Click the Contact arrow, and select Jose Lugo and click OK. 7. Click Add lines, click the Item number arrow, select the item number 1001 LCD Television Model 01, and click OK.
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4. To display the Application Object Tree for the Form name field, click Edit. 5. Click Data Sources. 6. Right-click CustTable. 7. Click Add-Ins > Table browser. 8. Use the TAB key to move within the table. By using the table browser, users can view, query, and work with data.
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Challenge Yourself!
1. Access the User setup form for the customer table. 2. Use the Table browser to find the data and make changes.
Step by Step
1. In the Navigation Pane, click Accounts receivable, and then Common Forms > Customer Details. 2. Right-click the form and select Setup. 3. In the User setup form, click the Information tab. 4. Click the Edit button next to the Form name field. 5. In the AOT window, expand the Data Sources node. 6. Right-click the CustTable node. 7. Click Add-Ins > Table browser. 8. Scroll down and find River Hotel in the Name column. 9. Type the new company name River Hotel New Your. 10. Close the Table browser window. 11. Close the User setup form. 12. Return to the Customers form, and find the company name River Hotel New Your.
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Each view presents the types of MAPI objects that can be synchronized to Microsoft Dynamics AX 2009. Each record in the view consists of the following two fields: The Microsoft Office Outlook field name The direction of the synchronization between Microsoft Dynamics AX 2009 and Outlook
There are four options for the direction of synchronization: Microsoft Dynamics AX to Microsoft Office Outlook only Microsoft Office Outlook to Microsoft Dynamics AX only Full synchronization in both directions None
Users can lock objects when they are being edited or synchronized so others cannot change the objects. This will prevent users from overwriting each other's changes when they modify or synchronize the objects at the same time.
Using Workflows
In Microsoft Dynamics AX 2009, the term workflow is defined in two ways: Workflow is a System. Workflow is a system that is included in Microsoft Dynamics AX. The Workflow system provides functionality that can be used to create individual workflows, or business processes. Workflow is a Business Process. A workflow represents a business process that defines how a document flows through the system by displaying who must process and approve it.
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Benefits of Workflows
There are many benefits of using the Workflow system in an organization. Some key benefits are as follows: Consistent processes. The Workflow system enables managers to define the approval process for specific documents, such as purchase requisitions and expense reports. By using the Workflow system, managers make sure that documents are processed and approved in a consistent and efficient manner. Process visibility. The Workflow system enables managers to track the status and history of a specific workflow instance. This enables the managers to analyze and determine whether changes must be made to the workflow to improve efficiency. Centralized work list. Users can view a centralized work list to view the Workflow tasks and approvals assigned to them. This work list is available from the Role Center pages in the Microsoft Dynamics AX client and Enterprise Portal.
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The assigned Microsoft Dynamics AX 2009 user can then browse the form where he or she has to take a workflow action, review the details, and then take an action and enter comments. This will cause the work item to be completed, and the associated workflow notification to be marked as completed, and eventually, the workflow action taken will cascade back to the workflow step, task/approval, and workflow instance.
Workflow Tasks
Microsoft Dynamics AX 2009 workflow can be used to track documents or tasks from the start to the end of a work process. A workflow may contain one or many tasks; however, each task may only contain one step. Tasks provide application-specific behavior that is defined in the AOT. Each task supports a single unit of work that is defined by one step. A task does not have a fixed outcome, but any number of custom outcomes can be added to the task, such as Completed or Skipped.
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Each approval outcome is associated with a specific Action Web Menu Item, Action Menu Item, and event handler. The Action Web Menu Item displays the button name and dialog box when this action is selected from the Enterprise Portal work list or Enterprise Portal workflow controls. The Action Menu Item displays the button name and dialog box when this action is selected from the unified work list or the client workflow controls. When the final Workflow Task has been successfully completed, the Workflow is also finished.
Summary
This lesson discusses some of the features of Microsoft Dynamics AX 2009 that set this product apart from other applications. Differentiating features that are discussed include the following: MorphX, an Integrated Development Environment o o Version Control Management Reverse engineering
Optimistic Concurrency Control Reporting Services in SQL Server 2005 Application Integration Framework Integration with other Microsoft applications Microsoft Outlook Microsoft RFID Infrastructure
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2. Microsoft Dynamics AX 2009 is a ________ system. 3. Because of _________ changes made on the innermost level are applied to the higher levels of the system. 4. The red line appears when changes have been made in the AOT but not _____. 5. Objects that were modified in the AOT are displayed with _______ type. 6. Can we customize the Enterprise Portal from the browser? ( ) Yes ( ) No 7. Microsoft Dynamics AX 2009 does not provide direct access to the SQL data tables. ( ) True ( ) False 8. Which of the following objects can be set up with Outlook integration? Mark all that apply. ( ) Contacts ( ) Appointments ( ) E-mail messages ( ) Tasks
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Solutions
Test Your Knowledge
1. What does the IDE abbreviation stand for? MODEL ANSWER - Integrated Development Environment 2. Microsoft Dynamics AX 2009 is a _layering__ system. 3. Because of _inheritance_ changes made on the innermost level are applied to the higher levels of the system. 4. The red line appears when changes have been made in the AOT but not _saved_. 5. Objects that were modified in the AOT are displayed with _bold_ type. 6. Can we customize the Enterprise Portal from the browser? () Yes ( ) No 7. Microsoft Dynamics AX 2009 does not provide direct access to the SQL data tables. ( ) True () False 8. Which of the following objects can be set up with Outlook integration? Mark all that apply. () Contacts () Appointments ( ) E-mail messages () Tasks 9. A workflow represents a business _process__ that defines who must process and approve a document. 10. Users can view the workflow tasks and approvals assigned to them in the _work list__.
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