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Microsoft Dynamics AX 2012 R3 Financial Management

By : Mohamed Aamer Ala El Din (USD)

2.7 (3)

Microsoft Dynamics AX 2012 R3 Financial Management

2.7 (3)

By: Mohamed Aamer Ala El Din (USD)

Overview of this book

This book is intended for application consultants, controllers, CFOs, and other professionals who are engaged in a Microsoft Dynamics AX implementation project. Basic knowledge of financial terms, concepts, and Microsoft Dynamics AX terminologies is required.

Preface

Preface

What this book covers

Exceptions and considerations

What you need for this book

Who this book is for

Sections

Conventions

Reader feedback

Customer support

Free Chapter

Processing Data

Processing Data

Introduction

Creating a new project, package, and model

Creating a new number sequence

Renaming the primary key

Adding a document handling note

Using a normal table as a temporary table

Copying a record

Building a query object

Using a macro in a SQL statement

Executing a direct SQL statement

Enhancing the data consistency checks

Using the date effectiveness feature

Working with Forms

Working with Forms

Introduction

Creating dialogs using the RunBase framework

Handling the dialog event

Creating dialogs using the SysOperation framework

Building a dynamic form

Adding a form splitter

Creating a modal form

Modifying multiple forms dynamically

Storing the last form values

Using a tree control

Adding the View details link

Selecting a form pattern

Full list of form patterns

Creating a new form

Working with Data in Forms

Working with Data in Forms

Introduction

Using a number sequence handler

Creating a custom filter control

Creating a custom instant search filter

Building a selected/available list

Creating a wizard

Processing multiple records

Coloring records

Adding an image to records

Building Lookups

Building Lookups

Introduction

Creating an automatic lookup

Creating a lookup dynamically

Using a form to build a lookup

Building a tree lookup

Displaying a list of custom options

Displaying custom options in another way

Building a lookup based on the record description

Building the browse for folder lookup

Creating a color picker lookup

Processing Business Tasks

Processing Business Tasks

Introduction

Using a segmented entry control

Creating a general journal

Posting a general journal

Processing a project journal

Creating and posting a ledger voucher

Changing an automatic transaction text

Creating a purchase order

Posting a purchase order

Creating a sales order

Posting a sales order

Creating an electronic payment format

Data Management

Data Management

Introduction

Data entities

Building a data entity with multiple data sources

Data packages

Data migration

Importing data

Troubleshooting

Integration with Microsoft Office

Integration with Microsoft Office

Introduction

Configuring and using the Excel Data Connector add-in

Using Workbook Designer

Export API

Lookup in Excel - creating a custom lookup

Document management

Integration with Power BI

Integration with Power BI

Introduction

Configuring Power BI

Consuming data in Excel

Integrating Excel with Power BI

Developing interactive dashboards

Embedding Power BI visuals

Integration with Services

Integration with Services

Introduction

Authenticating a native client app

Creating a custom service

Consuming custom services in JSON

Consuming custom services in SOAP

Consuming OData services

Consuming external web services

Improving Development Efficiency and Performance

Improving Development Efficiency and Performance

Introduction

Using extensions

Caching a display method

Calculating code execution time

Enhancing insert, update, and delete operations

Writing efficient SQL statements

Using event handler

Creating a Delegate method

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Understanding the ERP characteristics

The ERP is a mission-critical application for the business, as the day-to-day activities rely on this application where the end users enter the transactions, and the management is able to monitor the business performance on a daily basis and take decisions within a proper time period. The main characteristic that differentiates the ERP from other applications, as mentioned in the Wikipedia definition of the ERP, is as follows:

"A business management software—usually a suite of integrated applications—that a company can use to collect, store, manage, and interpret data from many business activities."

From this definition, the ERP is an integrated application. In the past, each business area had its own application, and this lead to creating isolated islands for each department in the same organization, which cost organizations a lot of time, effort, and money. This leads to lack of accurate information which directly affects management decision making, because of unavailability or redundancy of information; for example, the customer account in accounts receivable is different from the customer code in the sales department, so the management could not identify the balance of this customer. With the ERP, the data is unified, controlled, and classified. This gives the company the ability to transform this data into information that helps in the decision-making process.

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