Book Image

Microsoft Dynamics AX 2012 R2 Administration Cookbook

By : Simon Buxton
Book Image

Microsoft Dynamics AX 2012 R2 Administration Cookbook

By: Simon Buxton

Overview of this book

<p>Microsoft Dynamic is a powerful ERP solution for global enterprises to support industry-specific and various operational business processes. This single solution enhances various aspects of manufacturing, retail, service, and public sector industries. Due to its intriguing capabilities such as finance and supply chain management, business intelligence and reporting, and project management, it is one of the most widely used solutions, having been adopted by many organizations across the globe. If you are one of those who help organizations in administering this unique solution, this book should be in the tool belt of any AX developer to ensure compliance and simplify the ongoing management of the system.</p> <p>Providing administrators who are involved in system administration and management with clear guidance on many administration tasks, this book is packed with systematic instructions of hands-on examples and in-depth explanations Even for experienced users, this book will serve as a great source of reference by providing new ways of working with Microsoft Dynamic through the book's easy-to-follow approach.</p> <p>This hands-on guide looks at key administration tasks, explaining not only how each task is performed, but also why. You will be provided with practical guidance that will allow you to safely take advantage of the advanced technology in Dynamics AX 2012 in order to simplify and automate the ongoing management while maintaining compliance.</p> <p>This practical book simplifies user management operations by automating the tasks of hiring new people—joining up HR and security roles through organizational hierarchies. In-depth explanations teach you about AX licensing and how to make the most of your license.</p> <p>Management of models and the model store (including installing hotfixes and addons), as well as details of how they work are provided, along with practical guidance on the procedures required to reduce risk and downtime.</p> <p>This book guides you through the key tasks in reporting and BI through in-depth knowledge of the Batch Framework and Alerting. Finally, important tasks in performance, system monitoring, and troubleshooting are provided with in-depth guidance and further reading.</p> <p>With this comprehensive guide, you will be armed with all the tools and instructions you need to both manage the system and make better decisions as your company’s requirements evolve.</p>
Table of Contents (21 chapters)
Microsoft Dynamics AX 2012 R2 Administration Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Maintaining date-effective policies


One of the great features in AX 2012 is that records can be versioned with date-effective policies. Human resources is a good example where many tables have this feature enabled. For example, the employee form.

In this form, we have a date-effective control that allows us to see the data at a point in time; for instance, an employee might change the name or we might enter a planned change in position. We may wish to hide this planned position change or previous name from certain roles.

The following screenshot displays the date-effective control, showing the current record version:

By clicking on the <||> icon, you can specify a date to view the data as at a specific date.

Although our human resource manager may require access to this data, other roles may need to be restricted.

Getting ready

We need to log in to AX as a system administrator. We also need to know which roles are to be restricted. In this recipe, we are restricting roles that have the Inquire...