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  • Book Overview & Buying Microsoft Dynamics AX 2012 R3 Financial Management
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Microsoft Dynamics AX 2012 R3 Financial Management

Microsoft Dynamics AX 2012 R3 Financial Management

By : Mohamed Aamer Ala El Din (USD)
2.7 (3)
Buy this Book
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Microsoft Dynamics AX 2012 R3 Financial Management

Microsoft Dynamics AX 2012 R3 Financial Management

2.7 (3)
By: Mohamed Aamer Ala El Din (USD)
Buy this Book

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.
Table of Contents (11 chapters)
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Preface
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Preface
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What this book covers
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Exceptions and considerations
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What you need for this book
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Who this book is for
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Sections
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Conventions
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Reader feedback
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Customer support
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1
Processing Data
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Processing Data
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Introduction
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Creating a new project, package, and model
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Creating a new number sequence
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Renaming the primary key
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Adding a document handling note
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Using a normal table as a temporary table
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Copying a record
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Building a query object
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Using a macro in a SQL statement
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Executing a direct SQL statement
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Enhancing the data consistency checks
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Using the date effectiveness feature
2
Working with Forms
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Working with Forms
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Introduction
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Creating dialogs using the RunBase framework
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Handling the dialog event
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Creating dialogs using the SysOperation framework
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Building a dynamic form
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Adding a form splitter
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Creating a modal form
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Modifying multiple forms dynamically
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Storing the last form values
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Using a tree control
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Adding the View details link
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Selecting a form pattern
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Full list of form patterns
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Creating a new form
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Working with Data in Forms
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Working with Data in Forms
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Introduction
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Using a number sequence handler
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Creating a custom filter control
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Creating a custom instant search filter
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Building a selected/available list
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Creating a wizard
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Processing multiple records
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Coloring records
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Adding an image to records
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Building Lookups
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Building Lookups
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Introduction
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Creating an automatic lookup
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Creating a lookup dynamically
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Using a form to build a lookup
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Building a tree lookup
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Displaying a list of custom options
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Displaying custom options in another way
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Building a lookup based on the record description
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Building the browse for folder lookup
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Creating a color picker lookup
5
Processing Business Tasks
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Processing Business Tasks
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Introduction
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Using a segmented entry control
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Creating a general journal
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Posting a general journal
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Processing a project journal
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Creating and posting a ledger voucher
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Changing an automatic transaction text
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Creating a purchase order
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Posting a purchase order
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Creating a sales order
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Posting a sales order
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Creating an electronic payment format
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Data Management
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Data Management
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Introduction
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Data entities
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Building a data entity with multiple data sources
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Data packages
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Data migration
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Importing data
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Troubleshooting
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Integration with Microsoft Office
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Integration with Microsoft Office
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Introduction
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Configuring and using the Excel Data Connector add-in
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Using Workbook Designer
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Export API
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Lookup in Excel - creating a custom lookup
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Document management
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Integration with Power BI
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Integration with Power BI
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Introduction
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Configuring Power BI
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Consuming data in Excel
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Integrating Excel with Power BI
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Developing interactive dashboards
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Embedding Power BI visuals
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Integration with Services
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Integration with Services
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Introduction
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Authenticating a native client app
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Creating a custom service
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Consuming custom services in JSON
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Consuming custom services in SOAP
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Consuming OData services
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Consuming external web services
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Improving Development Efficiency and Performance
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Improving Development Efficiency and Performance
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Introduction
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Using extensions
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Caching a display method
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Calculating code execution time
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Enhancing insert, update, and delete operations
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Writing efficient SQL statements
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Using event handler
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Creating a Delegate method

Exploring the common terms in ERP implementations

There are some common terms that are used in all the phases of the ERP implementation. These terms describe a specific task or activity during the implementation lifecycle, and they are as follows:

  • Installation: This process is the first step to have the application on your server and client machines. This process examines the installation prerequisites and makes the application ready to be used.
  • Configuration: This process identifies which options will be activated (checked) according to customer requirements and this will be followed in the day-to-day business (module parameters).
  • Setup: This process sets up the data within the application, identifying how to group the data according to customer requirements, vendors, items, and chart of accounts.

Microsoft Dynamics AX gives flexibility to be adopted into business needs by personalizing the application, modifying it, or customizing it. This is described as follows:

  • Personalization: The personalization or enhancements are small changes that occur in the application to fit customer requirements, such as rearrangement of form fields, or it can be company-wide enhancements or can be user based on preferences. The purpose of enhancements delivers more usability to operational data entry users.
  • Modification: The modifications are medium to large changes that occur in the application to fit customer requirements, such as changing a field's property to make it mandatory, setting a default value for a checkbox in a transaction form instead of making the user select it every time, and developing file validations. It can also be company-wide modifications. The purpose of these modifications is to have more control on application options and behavior rather than modules' parameters.
  • Customization: The customizations are the largest changes occurring in the application to fit customer requirements, such as changes in an application's business logic and calculations, changes in modules integration concepts and posting profile, and developing new module that are not covered in the standard application modules. Although customization is not recommended in ERP implementation, the purpose of customization is to cover a critical business need to be handled by the application.
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Microsoft Dynamics AX 2012 R3 Financial Management
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