New Content for Microsoft Dynamics AX 2012 : October 2011
Updated and new content for Microsoft Dynamics AX has been posted to TechNet and MSDN.
We have published many new topics again this month. The following table contains links to each group of topics within the post.
|
Audience |
Approximate number of topics published |
|
88 |
|
|
35 |
|
|
135 |
|
|
105 |
|
|
Topics published on both MSDN and TechNet (Reporting and Services) |
35 |
|
126 |
|
|
61 |
|
|
2 |
Note that for brand new sections like the Security Role Reference, we provide a link to the top-level topic. For existing sections that contain new or updated topics, we link you to specific topics.
As always, if you are curious about our general content strategy, where you can find our content, and how to give us feedback, see the post on Inside Dynamics AX: Official Dynamics AX 2012 Content.
Security Role Reference
The newly-published Security role reference contains 88 topics that describe the security roles that are available by default in Microsoft Dynamics AX 2012.
System Administrator topics
Architecture and planning
Deployment
- Configure SQL Server and storage settings
- Overview of the installation
Upgrade to Microsoft Dynamics AX 2012
Clients
- Install the Microsoft Dynamics AX client
- Install a client
- Mass deployment of the Microsoft Dynamics AX Windows client
.NET Business Connector
Security
System maintenance tasks
Enterprise Search
Application User topics
The following topics in the application user help on TechNet have been updated or added:
Common tasks
Global address books and address reference data
- About changing an address in a source document or business document
- Set effective dates and view inactive addresses for party record
- Update a party record name or view name changes
- Select or enter a new address for a party record
Using document management
Records and record templates
Reporting and analytics
- How to work with the reports that are provided by Microsoft Dynamics AX
- Print a report
- Print a report on a recurring basis
- Print a report during off-peak hours
- Print a report from the archive
- Filter the data on a report
- Sort the data on a report
- How to create a custom report
- Create a report by using the Microsoft Dynamics AX auto-report wizard
- Create a report by using the Excel data connection wizard to connect to a cube
- Designing questionnaires
- About form templates for questionnaire
- Set up a questionnaire
- Attach a question to a questionnaire without result groups
- Distributing questionnaires
- About distributing questionnaires
- Notify respondents of questionnaires available to them
- Completing questionnaires
Accounts payable
- View subledger journals for vendor invoices
- Enter a vendor payment that is subject to withholding tax
- (FIN) Generate payments by using Generic ISO20022 credit transfers
- (BEL) Generate and upload payments by using Generic ISO20022 credit transfers
- Specify the cross rate
- Find withholding tax transactions for a vendor by using transaction descriptions
Accounts receivable
- Configuring customer payment settlements
- About parameters for settlements in Accounts receivable
- Customer payment settlement scenarios
- Scenario: Settle a customer payment with an invoice
- Scenario: Cash discount handling for overpayments
- Scenario: Settle a partial customer payment and settle the final payment in full before the discount date
- Scenario: Settle a partial customer payment before the discount date with final payment after the discount date
- Scenario: Settle a partial customer payment that has multiple discount periods
- Scenario: Use one customer payment to settle multiple invoices that span multiple discount periods
- Scenario: Settle a partial customer payment that has discounts on credit notes
- Summarize customer invoices based on packing slip numbers
- View subledger journals for free text invoices
- Enter and settle customer payments in a payment journal
- Key tasks: Customer payments and settlements
- Protest a bill of exchange
- View remittance files for customers
- Specify the cross rate
General ledger
- About main account types
- Create a financial dimension set
- Set up a default tax profile for a customer or vendor
- Create closing transactions during transfer
- Perform an online consolidation
- Perform an export or import consolidation
- Elimination rules for transactions
- (ITA) Create and export the Model 770 report as an ASCII file
- Evaluate the closing setup
Fixed assets
Cash and bank management
Procurement and sourcing
- About footer text for purchase orders and purchasing documents
- Create a purchase release order
- View history of confirmed purchase agreements
- View vendor invoice lines for a purchase agreement
- Create a purchase order
- Create a purchase order from a sales order
- View subledger journals for purchase orders
- Enter a vendor payment that is subject to withholding tax
- Find withholding tax transactions for a vendor by using transaction descriptions
- Specify the cross rate
Human resources
- Setting up recruitment information
- Set up application bookmarks
- Select a default recruitment project for unsolicited applications
- Setting up absence information
- Key task: Set up absence information
- Manage recruitment
- Recruitment projects
- About recruitment projects
- Create a recruitment project
Sales and marketing
- Set up Telephony Application Programming Interface (TAPI)
- Set up reminders for tasks and appointments
- Synchronize with Microsoft Outlook
- Add and delete contacts for synchronization in Microsoft Dynamics AX and Microsoft Outlook
- About campaign target distribution
- About footer text for sales quotations and other sales documents
- About footer text for sales quotations and other sales documents
- Create a purchase order from a sales order
- Summarize customer invoices based on packing slip numbers
Compliance and internal controls
Project management and accounting
- About Project management and accounting parameters
- About using the Time and material project type for a fixed-price project
- About creating and using price groups
- About journal approval procedures
- About project periods
- Configure a project as a project template
- About estimate periods
- About footer text for sales quotations and other sales documents
- Create an item requirement
- Consume item requirements in a project
- Recognize revenue
- About methods for calculating the cost to complete a project
Inventory and warehouse management
- Set up dimensions display
- About output orders
- Change the reservation on a single order
- Unpick items before loading
Product information management
- About product configurator processes
- Working with product configuration model components
- Maintain open product releases
Master planning
- About master scheduling plans
- View item requirements
- About master scheduling – site and warehouse coverage, warehouse mandatory
- About master scheduling – site and warehouse coverage, warehouse not mandatory
Production control
- About line types
- About resource requirement types
- Create route groups
- Set up operations for production
- Create and update production routes
- Create and update requirements on a route
- About production setup requirements
- Set up production control parameters
- Key tasks: Set up a production flow
- About the production process
- About reversing production order status
- About releasing production orders
- About analyzing variances for a completed production order
Service management
- About service agreement groups
- About time windows
- Create service objects
- About service object relations
- About service level agreements
- Use stage reason codes
- Accrue subscription revenue
Developer topics
The following topics have recently been published or updated on MSDN.
Getting Started with Microsoft Dynamics AX
- What’s New: Client for Developers in Microsoft Dynamics AX 2012
- What’s New: Workflow for Developers in Microsoft Dynamics AX 2012
- White Papers about Microsoft Dynamics AX
Microsoft Dynamics AX IDE
Application Object Tree (AOT)
MorphX Development Tools
Microsoft Dynamics AX Debugger
Database for Microsoft Dynamics AX
Tables, Views, and Maps
- Defining Table Relations
- Conditional Table Relations
- Selecting Data from a Table Inheritance Hierarchy
- Valid Time State Tables and Date Effective Data
- Advanced Considerations for Views
Data Integrity
Application Object Server (AOS)
Time Zone Overview and Terminology
- Time Zone Related Types
- Convert from Time Zone Before Persisting in X++
- Time Zone and DateTime Display Controls
- Time Zone and Updating the Hidden *TZId Field
Forms in Microsoft Dynamics AX
Navigation Forms
- Lookup Forms Overview
- How to: Add a Control with a Lookup Form
- How to: Add a Run-Time Lookup Form
- How to: Add a Lookup Form to a Control
Action Panes and Action Pane Strips
Form Classes and Methods
Controls in Microsoft Dynamics AX
- Overview of Form Control Types
- How to: Add a Control to a Form
- How to: Delete a Control from a Form
- Form Control Properties
- Methods on Form Controls
Implementing Workflow for Microsoft Dynamics AX
Role-based Security in the AOT for Developers
- How to: Use Associated Forms Permissions
- How to: Design Permissions for Fields in a Table
- Walkthrough: Creating a Simple Default Security Policy
- Walkthrough: Constraining Access to Table Data by Using Security Policies
X++ Language Programming Guide
- Primitive Data Types
- Anytype
- Booleans
- Dates
- Enums
- Integers
- Reals
- utcdatetime
- Composite Data Types
- Containers
- Functions for Manipulating Container Content
- Tables as Data Types
- Conversion of Data Types
- Null Values for Data Types
Statements and Loops
Operators
Data Selection and Manipulation
Classes and Methods
Microsoft Dynamics AX Class Overview
Substitute Application Classes for System Classes
X++, C# Comparisons
Functions and Macros
Best Practices for Microsoft Dynamics AX Development
Enterprise Portal
- AxBoundField
- AxContentPanel
- AxDatePicker
- AxGridView
- AxHierarchicalGanttView
- AxHierarchicalGridView
- AxInfoPart
- AxLookup
- AxPartContentArea
- AxPopupChildControl
- AxPopupParentControl
- AxReportViewer
- AxToolbar
Reference
Visual studio integration
Xpp Reporting
Version control
Topics on Both TechNet and MSDN
The following topics have been added or updated on both TechNet and MSDN.
Services and Application Integration Framework (AIF)
- Services, service operations, and service groups
- Messages and transforms in AIF
- Install web services on IIS
- Add or configure websites
- Sequential and parallel processing in services and AIF
- Configuring network load balancing for services
- Walkthrough: Exchanging documents by using the MSMQ adapter
- Walkthrough: Exchanging documents by using the HTTP adapter
- AIF Messages
- Query Service Security
- Using Custom Services
- Walkthrough: Exposing an X++ Class as a Data Contract
- Using Basic Integration Ports
- How to: Create a Basic Inbound Integration Port
- Consuming External Web Services
Reporting
Upgrading Reports
Developing Reports for Microsoft Dynamics AX in Visual Studio
Working with Reporting Projects
- How to: Create a Reporting Project
- How to: Access a Report for Edit
- How to: Build a Reporting Project
- How to: Find the Data Source For a Report
- How to: Add an Existing Report to a Reporting Project
Analytics
Getting started with analytics
- What’s New: Analytics for IT Professionals
- What’s New: Analytics for Developers in Microsoft Dynamics AX 2012
- Overview of online analytical processing (OLAP)
Report Catalog
The following report topics are now available:
Accounts payable reports
- Vendor transactions report (VendTransListReport)
- Vendor internal account statement report (VendAccountStatementInt)
- Vendor foreign currency revaluation report (VendExchRateAdjustment)
- Vendor balance list report (VendProvisionalBalance)
- (CAN, USA) Vendor posted payment journal report (VendPostPaymJournal_NA)
- (BEL) Report from Isabel payments report (VendPaymRefReport_BE)
- (DEU) DTAUS (DE) report (VendOutCoveringLetter_DEDTAUS)
- (DEU) DTAZV (DE) report (VendOutPaymControl_DEDTAZV)
- (ESP) View Intra-Community invoice report (VendEUVatInvoice)
- (ESP) Remittance Format 34 AEB(ES) (VendOutPaymControl_ES)
- Remittance format 1 (test) report (VendOutAttendingNote_PNRemittance)
- (FRA) Vendor account statement (France) report (VendAccountStatement_FR)
- (AUT) EDIFACT-PAYMUL (AT) report (VendOutPaymAdvice_ATEDIFACT)
Accounts receivable reports
- Customer balance list with credit limit report (CustBalanceList)
- Customer foreign currency revaluation simulation report (CustExchRateAdjSimulation)
- Customer invoice journal report (CustInvoiceJour)
- (CAN, USA) Customer payment journal report (CustPaymentJournal_NA)
- (ESP) Remittance Format 19,32 & 58 AEB (ES) report (CustOutPaymControl_ES)
- (ESP) Bill-Invoice relation by transaction date report (CustInvoiceSettled_TransDate_ES)
- (CHE) DebitDirect (CH) report (CustOutPaymOrderCH_DebitDirect)
- (DEU) DTAUS (DE) report (CustOutAttendingNoteDE_DTAUS)
- (DEU) DTAUS (DE) report (CustOutCoveringLetterDE_DTAUS)
- (FRA) Option/Notification report (CustOutPaymLetter_FR)
- (AUT) EDIFACT-DIRDEB (AT) report (CustOutPaymAdviceAT_EDIFACT)
Cash and bank management reports
Fixed assets reports
- Fixed asset bar codes report (AssetBarcode)
- Fixed asset basis report (AssetBasis)
- Fixed asset book compare report (AssetBookCompare)
- Fixed asset disposals report (AssetDisposal)
- Fixed asset lending history report (AssetLendingHistory)
- Fixed asset listing report (AssetListing)
- Fixed asset mass update report (AssetDepBookMassUpdate)
- Fixed asset mid-quarter applicability report (AssetMidQuarter)
- Fixed asset movements report (AssetBalancesPeriod)
- Fixed asset note report (AssetBalanceReportColumns)
- Fixed asset statement report (AssetStatement)
- Fixed asset statement rows report (AssetStatementRowSetup)
- Fixed assets in fixed asset statement rows report (AssetsInAssetStatement)
General ledger reports
- Balance control accounts report (LedgerBalanceControl)
- Cash inflow vs. cash outflow chart report (LedgerCashInflowvsCashOutflow)
- Items including packing duty report (TaxPackagingTaxItem)
- Posting restrictions by journal type report (LedgerJournalPostControlByJournalType)
- Posting restrictions by user report (LedgerJournalPostControlByUser)
- (BEL) Belgian sales tax by customer report (TaxAmountByCustomer_BE)
- (BEL) Belgian sales tax by vendor report (TaxAmountByVendor_BE)
- (BEL) Sales tax list report (TaxList_BE)
- (BEL) Overview journals report (LedgerCentralisationJournalReportBE)
- (BEL) Financial journals report (LedgerFinancialJournalReportBE)
- (BEL) Posting journal list – totaled report (LedgerPostingJournalTotal)
- (BEL) Posting journal list report (LedgerPostingJournalList)
- (MEX) Inflation adjustment report (InfAdjCapital_MX)
- (MEX) Inflation adjustment report (InfAdjInventory_MX)
- (MEX) Inflation adjustment report (InfAdjRepomoPL_MX)
- (ITA) Print report (TaxYearlyComReport_IT)
- (BEL) Sales journals report (LedgerSalesJournalReportBE)
- (MEX) Simulation report (Simulation_MX)
- (BEL) Belgian sales tax reporting report (TaxReport_BE)
- (DEU) German sales tax report (TaxReport_DE)
- (DEU) Import account statement (transactions) report (LedgerInAccountStatementDE_DTAUS)
- (DEU) Import account statement (transactions) report (LedgerInAccountStatementDE_MT940)
- (ESP) Summarized Spanish journal list report (LedgerJournalSummary_ES)
- (USA) U S sales tax report (TaxReport_US)
Home reports
Procurement and sourcing reports
- (CAN, USA) Open purchase order lines report (VendPurchOpenLines_NA)
- Spend by country/region (VendSpendLocation)
- Spend by procurement category and vendor diversity classification report (VendSpendCategoryDiversity)
- Spend by procurement category and vendor invoice classification report (VendSpendCategoryInvoice)
- Spend by procurement category over consecutive years report (VendSpendCategoryYears)
- Spend by procurement category report (VendSpendCategory)
- Spend by vendors with diversity classification report (VendSpendDiversity)
- Spend optimization report (VendSpendOptimization)
Project management and accounting reports
- Category hour rate report (ProjHourRateCateg)
- Category hour utilization – billable rate report (ProjBillUtilCategory)
- Category hour utilization – efficiency rate report (ProjEfficiencyUtilCategory)
- Category validation report (ProjValCategory)
- Committed costs – items report (ProjListTransCommittedCost)
- Estimate hour rate report (ProjListEstimateHourRate)
- Fixed-price projects – closing profiles report (ProjClosingProfile)
- Fixed-price projects – consumption backlog report (ProjListEstimateprodBacklogConsum)
- Fixed-price projects – on-account backlog report (ProjListEstimateProdBacklogOnAcc)
- Fixed-price projects – profit and loss report (ProjListEstimateWonFixedPriceProjPL)
- Fixed-price projects – profit and loss backlog report (ProjListEstimateprodBacklogPL)
- Journal approval report (ProjListPostingReady)
- On-account invoice schedule report (ProjOnAccountInvoicePlan)
- Project/category validation report (ProjValProjCategory)
- Project actual transactions report (ProjListTransProj)
- Project cash flow report (ProjCashFlowProject)
- Project consumption report (ProjConsumProj)
- Project consumption (2 periods) report (ProjConsumProj2Prd)
- Project consumption (actual vs. budget) report (ProjConsumProj2Column)
- Project contracts report (ProjListInvoiceTable)
- Project estimates report (ProjEstimateList)
- Project forecast transactions report (ProjListBudgetProj)
- Project hour rate report (ProjListProjHourRateProj)
- Project hour utilization – billable rate report (ProjBillUtilProject)
- Project hour utilization – efficiency rate report (ProjUtilizationEfficiency)
- Project invoices report (ProjInvoice)
- Project invoice journals report (ProjInvoiceJournal)
- Project on-account (2 periods) report (ProjOnAccProj2Prd)
- Project on-account (actual vs. budget) report (ProjOnAccProj2Column)
- Project on-account report (ProjOnAccProj)
- Project payroll allocation report (ProjPayrollProj)
- Project payroll allocation (2 periods) report (ProjPayrollProj2Prd)
- Project payroll allocation (actual vs. budget) report (ProjPayrollProj2Column)
- Project prices report (ProjPriceList)
- Project price groups report (ProjPriceGroupList)
- Project transactions report (ProjListTransProject)
- Project validation report (ProjValProject)
- Projects report (ProjListProjTable)
- Ready for elimination report (ProjListEstimateReadyForElimination)
- Worker/category validation report (ProjValEmplCategory)
- Worker/item actual transactions report (ProjListTransID)
- Worker/item cash flow report (ProjCashFlowEmplItem)
- Worker/item consumption report (ProjConsumEmpl)
- Worker/item consumption (2 periods) report (ProjConsumEmpl2Prd)
- Worker/Item consumption (actual vs. budget) report (ProjConsumEmpl2Column)
- Worker/item forecast transactions report (ProjListBudgetID)
- Worker/project validation report (ProjValEmployeeProj)
- Worker hour rate report (ProjListProjHourRateEmplItem)
- Worker hour utilization – billable rate report (ProjBillUtilEmpl)
- Worker hour utilization – efficiency rate report (ProjEfficiencyUtilEmpl)
- Worker payroll allocation report (ProjPayrollEmpl)
- Worker payroll allocation (2 periods) report (ProjPayrollEmpl2Prd)
- Worker payroll allocation (actual vs. budget) report (ProjPayrollEmpl2Column)
- Worker validation report (ProjValEmployee)
Sales and marketing reports
License and Configuration Key Reference
The following license code and configuration key topics are now available:
Cost accounting I license code (COSCostCenter)
- Cost Accounting configuration key (COSBaseModule)
- Budgeting configuration key (COSBudget)
- Calculation configuration key (COSCalculation)
- Allocation configuration key (COSAllocation)
- Cost Distribution configuration key (COSCostDistribution)
Cost accounting II license code (COSOpenDim)
Cost accounting III license code (COSIntCostAlloc)
Cost accounting IV license code (COSPlanCostCalc)
Electronic banking license code (BankElectronicBanking)
- Electronic banking configuration key (BankElectronicBanking)
- Budget configuration key (LedgerBasicBudget)
Financials III license code (LedgerAdvanced2)
- Budget control configuration key (LedgerAdv2BudgetCtrl)
- Encumbrance process configuration key (LedgerEncumbrance)
- Pre-encumbrance process configuration key (LedgerPreEncumbrance)
Fixed assets license code (Asset)
- Fixed assets configuration key (Asset)
- Fixed asset depreciation books configuration key (AssetDepBook)
Lean manufacturing license code (LeanManufacturing)
Process manufacturing logistics license code (ProcessIndustriesDistribution)
- Process distribution configuration key (PDS)
- Approved vendor list configuration key (PdsAVL)
- Batch attribute configuration key (PdsBatchAttrib)
- Catch weight configuration key (PdsCatchWeight)
- Commodity pricing configuration key (PdsCommodity)
- Keep update objects 3.0 configuration key (PdsDeletedObjects30)
- Product compliance configuration key (PdsMRC)
- Rebates configuration key (PdsRebate)
- Same batch lot reservation configuration key (PdsSameLot)
- Shelf life as of date configuration key (PdsShelf)
- Vendor batch configuration key (PdsVendBatch)
Process manufacturing production license code (ProcessIndustriesManufacturing)
Production I license code (Prod)
Production II license code (ProdRouting)
- Production Series II configuration key (ProdRouting)
- Approval of Routes configuration key (RouteApprove)
Production III license code (ProdShop)
Project III license code (Project3)
- Project III configuration key (Project3)
- Billing rules configuration key (PSAContractLine)
- Customer retention configuration key (PSAARRetainage)
- Indirect cost configuration key (PSAIndirectCost)
- Pay when paid configuration key (PSAPwp)
- Resource scheduling configuration key (PSAABS)
- Standard configuration key (PSAStandard)
- Vendor retention configuration key (PSAAPRetainage)
Time and attendance license code (SFC1)
Trade and logistics license code (LogisticsBasic)
- Customer self-service configuration key (CSS)
- Allow cost breakdown activation configuration key (BOMCostBreakdown)
- Inventory Forecast configuration key (Forecast)
Users license code (SysUsers)
- Keep update objects 6.0 (SysDeletedObjects60)
- Keep update objects 5.0 (SysDeletedObjects41)
- Unrealized sales tax configuration key (TaxUnrealized)
White Papers
The following white papers were published in October:
- Microsoft Dynamics AX 2012 “Day in the life” benchmark (CustomerSource/PartnerSource). Both detailed results and four-page summary are available.
- Implementing the Global Address Book Framework for Microsoft Dynamics AX 2012 (Microsoft Download Center). This white paper has been updated since it was originally published. The updates are described fully in the paper.
- Customer returns in Microsoft Dynamics AX 2009 (Microsoft Download Center)
| –author: | Margo Crandall |
| –editor: | Margo Crandall |
| –date: | 27/Oct/2011 |
