Book Image

Microsoft Dynamics AX Implementation Guide

Book Image

Microsoft Dynamics AX Implementation Guide

Overview of this book

Microsoft Dynamics AX is Enterprise Resource Planning (ERP) software that supports multi-site operations across various countries, providing international processing within the company. It is an ERP solution with a lot of features and functionality, and it provides support across the fields of financial, distribution, supply chain, project, customer relationship, HR, and field service management. This book is all about simplifying the overall implementation process of Dynamics AX. The purpose of this book is to help IT managers and solution architects implement Dynamics AX to increase the success rate of Dynamics AX projects. This all-in-one guide will take you through an entire journey of a Dynamics AX implementation, ensuring you avoid commonly-made mistakes during implementation. You’ll begin with the installation of Dynamics AX and the basic requirements. Then, you’ll move onto data migration, reporting, functional and technical design, configuration, and performance tuning. By the end of the book, you will know how to plan and execute Dynamics AX right, on your first attempt, using insider industry knowledge and best practices.
Table of Contents (23 chapters)
Microsoft Dynamics AX Implementation Guide
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
Preface
11
Testing and Training
Index

Collecting the configuration data


ERP configuration requires coordination between the implementation and business teams to collect master data for the key modules.

These are some key pointers to keep in mind while collecting data and configuring the base functionality:

  • Create a configuration template to collect data for the setup data of each module

  • Describe the purpose of the configuration and its use

  • Provide a description for the fields and applicable values

The following screenshot shows a sample data-collection template for a vendor group in the account-payable module: