Microsoft Dynamics AX 2009 User Help
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Introduction to Microsoft Dynamics AX functionality
Introduction to Microsoft Dynamics AX user assistance
Country/region-specific topics for Microsoft Dynamics AX
Using Microsoft Dynamics AX
Using the interface and entering business settings
The Microsoft Dynamics AX workspace
Customize your workspace
Shortcut keys
Change language and help language
Dates, times, and time zones
About date/time data and time zones
Change the date for a client session
Set your preferred time zone
Select an Arabic calendar
Common tasks
Convert units
Create language texts
Display amounts in a different currency
Go to the main table
Open another company
Copy data from grid to Excel
Optimizing productivity
Role Centers
Getting started with Role Centers
Page components
View Role Centers
Personalizing and using Role Centers
Modify Role Center pages
Manage quick links
Manage Cues
Manage and use work lists
Manage report and KPI list views
Manage and use business overview information
Specify the refresh rate for Role Center information
Working with records and record templates
Manage records
Manage record templates
Finding, filtering, and sorting records
Find records
Filter records
Sort records
Perform a global search
Advanced filtering and query options
Add additional tables to advanced queries
Update multiple records using the Fill utility
List pages
Use a list page
Filter a list page
Workflow
What is workflow?
Workflow basics
Workflow participants
Workflow elements
Workflow actions
How to use the Workflow system
Set up a workflow
Submit a document
View a list of the tasks and documents assigned to you
Act on a task
Act on a document
View the status and history of document
Delegate tasks and documents
Stop the system from processing a document
Processing batch jobs
About batch processing
Create a batch job
View or change batch job status
Create a batch group
Run client and private tasks
Delete a batch job
View batch job history
Monitor batch processing
Using document management
Select default document archive directory
Activate document management
Create a new document type
Create a note
Copy a note or document reference
Create a reference to an existing document
Export and import a document type
Set up template integration
Lock or unlock document references
Move the document archive
Using favorites
Printing and sending documents
Printing
Sending and receiving documents electronically
How to: Send and receive electronic documents automatically
How to: Send electronic documents manually
How to: Send electronic documents in batches
Set up external codes for AIF
Operational awareness
Alerts
Configuring alerts
Getting started with alerts
About alerts
Access alerts
Creating alerts
About alert rules
Create alert rules
Define alert rules as templates
Event types
Due date-type events
Update-type events
Create-type and delete-type events
Using alerts
About receiving alerts
View incoming alerts
Manage alert rules
Delete alerts
Directory views
About directory views
Working with directory views
Reporting
Overview of report types
Ad hoc reports
Create a transactional ad hoc report
Create a multidimensional ad hoc report
Preconfigured reports
Microsoft Dynamics AX standard reports
Microsoft Dynamics AX auto reports
Microsoft SQL Server Reporting Services reports
Microsoft SQL Server Analysis Services cubes
Overview of online analytical processing (OLAP)
Viewing preconfigured multidimensional reports
Microsoft FRx financial reports
Automatically document how Dynamics AX is used
Record a task
Generate a document, a presentation or a process diagram from a recorded task
Create screen shots
Troubleshoot recording and generating output
Importing and exporting data
Securing data during export and import
Import and export definition groups
Create definition groups for import and export
Configure tables for definition groups
Exporting data
Export default data
Export data to Microsoft Office Excel
Export standard data
Importing data
Import default data
Import custom data and data from other systems
Create a template in Microsoft Office Excel
Enter data in Microsoft Office Excel
Import data from Microsoft Office Excel
Finance
Finance overview
Setting up and maintaining Finance
Setting up and maintaining Accounts payable
Configuring required Accounts payable information
Accounts payable setup overview
About setting up accounts payable parameters
Set up accounts payable parameters
Configuring Accounts payable journals
Set up financial journal approvals
Set up Accounts payable workflow
Configuring vendor invoices
How print management works
Set up print management for a module
Set up footer text for business documents
Set up Accounts payable invoice matching
Configuring miscellaneous charges for purchasing
Create misc. charges groups for customers or vendors
Create miscellaneous charges codes
Create Item misc. charges groups
Define miscellaneous charges automatically
Configuring vendor payments
About payment types
Set up payment types for payment methods
About cash discounts
Single-company and cross-company payment settlement scenarios
About cross-company payment settlements
Set up centralized vendor payments
(Global, FRA) Set up promissory notes
Configuring vendor payment formats
Set up a file format for a method of payment for vendors
(CAN) Set up a method of payment for RBC Payment Distribution Service payments
(FRA) Set up a method of payment for French checks
(SWE) Set up a method of payment for Bankgiro payments
(USA) Configuring 1099 taxes
(USA) Form 1099 checklist
(USA) Prerequisites for filing 1099 statements
(USA) About year-end 1099 reporting
Managing vendor information
Create a vendor group
Create a vendor account
Using the Global address book
Create a record in the Global address book
Merge address book IDs for vendor accounts across multiple companies
Specify when a vendor bank account is active
Set up print management for a customer or vendor
(USA) Set up vendors for 1099 reporting
Setting up and maintaining Accounts receivable
Configuring required Accounts receivable information
Accounts receivable setup overview
About setting up accounts receivable parameters
Set up accounts receivable parameters
Configuring Accounts receivable journals
Set up financial journal approvals
Set up Accounts receivable workflow
Configuring customer invoices
Set up a free text invoice
About integration with shipping carriers
Set up shipping carriers
How print management works
Set up print management for a module
Set up footer text for business documents
(DNK) Set up OIOXML electronic invoicing for public sector customers
(NOR) Set up the layout for an eInvoice
(NOR) Set up payment specifications for an eInvoice
(NOR) Set up the types of payment mode change for eInvoices
(NOR) Set up error codes for eInvoices
(NOR) Enrollment process for the eInvoice service
Configuring customer payments
About cash discounts
Single-company and cross-company payment settlement scenarios
About cross-company payment settlements
Set up centralized customer payments
About credit card preauthorizations
Set up credit card preauthorizations
(Global, FRA) Set up bills of exchange
(NOR) Payment IDs
(NOR) Set up eGiro parameters
(NOR) Set up free-text interpreter for FTX type of eGiro segments
Configuring customer payment formats
Set up a file format for a method of payment for customers
(CHE) Swiss LSV+ electronic payment format
(CHE) Set up an LSV+ method of payment for a customer
(CHE) Set up a method of payment for LSV+ payment export files
(CHE) Set up a method of payment for ESR payment import files
(SWE) Set up a method of payment for BG Max payments
(NOR) Set up a method of payment for eInvoice
(NOR) Set up the OCR method of payment
(NOR) Set up the Avtalegiro method of payment
(NOR) Set up the eGiro method of payment
(NOR) Set up the Telepay 2.01 method of payment
Configuring interest and finance charges
Overdue customer payments
Set up interest calculations
Set up interest rates for an interest code
Set up a collection letter sequence
Control posting and printing of collection letters
Managing customer information
Create a customer group
Create a customer account
Using the Global address book
Create a record in the Global address book
Merge address book IDs for customer accounts across multiple companies
Set up a bank account for a customer account
Set up print management for a customer or vendor
(DNK) Set up OIOXML information for a customer account
Setting up and maintaining Bank
Setting up payment methods
Set up a method of payment for checks
Setting up bank account information
Routing numbers and routing number types
(CHE) Set up LSV+ information for a bank account
Set up the check layout for a bank account
(CAN, USA) Set up a bank to reuse check numbers
(NOR) Set up a bank account for vendors
Setting up electronic banking
(BEL) Set up the integration with Isabel electronic banking software
(NOR) View and analyze the archived files
(NOR) Set up the file types and parameters to archive files
Bank report setup
(BEL) Set up Belgisch Luxemburgs Wissel Instituut (BLWI) information
(BEL) Set up State 11 information
Set up a review process for reversals and cancellations
Setting up and maintaining Fixed assets
Fixed asset transaction types
Acquisition
Revaluation and revaluation groups
Fixed asset reserve
Basic setup of Fixed assets
Fixed assets integration
About assets created from Accounts payable
Set up Fixed assets and Accounts payable integration
Set up number sequences for Fixed assets
Set up transaction text
Set up journal names
Set up ledger accounts for fixed assets
Set up depreciation profiles
Set up value models
Set up fixed asset groups
Set up fixed asset posting profiles
Set up general ledger parameters for Fixed assets
Set up provision types
About derived value models
Set up fixed assets inventory items
Setting up the Fixed asset calendar
Set up the fixed asset calendar
Create fixed asset years
Create calendar periods
Depreciation methods and conventions
Depreciation
Straight line service life depreciation
Reducing balance depreciation
Manual depreciation
Factor depreciation
Round-off depreciation
Consumption depreciation
Straight line life remaining depreciation
125% Reducing balance depreciation
150% Reducing balance depreciation
175% Reducing balance depreciation
200% Reducing balance depreciation
RB/SL (France) depreciation
(THA) Daily depreciation
(AUS) Low value pool depreciation
Setting up depreciation
Set up asset depreciation books
Create depreciation book journals
Set up an asset group depreciation book
About bonus depreciation
Set up bonus depreciation
Set up asset depreciation book bonus
Set up asset group depreciation book bonus
Enter a one-time depreciation transaction
Create a depreciation profile
About derived depreciation books
Set up consumption depreciation
Fixed asset inquiries
Fixed asset balances inquiry
Depreciation book transaction inquiry
Fixed asset transaction inquiry
Fixed asset change history inquiry
Fixed asset journals and posting
Fixed asset posting
Posting with derived value models
Posting with derived depreciation books
Posting fixed asset transactions to posting layers
Posting profiles
Post fixed asset budgets
Examples of depreciation effects with reversals
Fixed asset journals
Post fixed asset journals
Setting up and maintaining General ledger
Setting up the chart of accounts
Chart of accounts
Create a ledger account
Set up ledger account categories
Link ledger accounts to account categories
Ledger account categories and analysis cubes
Display the balance on a ledger account
(SWE) Set up SRU codes for ledger accounts
Setting up and maintaining journals
Create ledger accrual transactions
Post and print a journal or journal lines
Post multiple journals
Delete posted ledger journals
Set up financial journal approvals
Set up General ledger workflow
Set up posting restrictions
Approve a journal
Journal types
Setting up and maintaining budgets
About budgets
About budget models
Set up a budget revision ID
Create and use a budget for expected sales: Example
Budgeting on transaction accounts and total accounts
Setting up posting
Create an accrual scheme
Create and validate a journal and journal lines
Setting up sales tax codes
Set up and use sales tax codes
Create various kinds of sales tax codes
Selecting the overall sales tax calculation method in the Origin field
Selecting the method to calculate sales tax on invoices in the Marginal base field
Selecting Whole amount or Interval in the Method of calculation field
Set up a sales tax on a sales tax
(SGP) Set up tax codes for GST reporting
(NOR) Attach reporting codes to sales tax codes
Setting up sales tax
Set up sales tax on prepayments
Set up a sales tax settlement period
Set up conditional sales taxes
Including sales tax in journal amounts
Revise the sales tax amount on a transaction before posting
Record sales tax that is not claimed by EU vendors
Attach a tax exempt number to a customer
(ESP) Create a Spanish VAT book
(DEU) Set up electronic tax declaration
(NLD) Set up electronic tax declaration
(NLD) Set up electronic tax error messages
(DEU) Set up GDPdU data export
(BEL) Set up INTERVAT
(BEL) Set up EDIVAT
(GBR) Set up reverse charge VAT
(ITA) Set up customer and vendor list
(IDN, PHL, THA) Set up unrealized VAT
Setting up sales tax groups and item sales tax groups
Set up and use a sales tax group
Set up a default tax profile for a customer or vendor
Create an item sales tax group
Set up default item sales tax groups for an item
Set up a default item sales tax group for a ledger account
Set up ledger posting groups for sales tax
(SGP) Set up tax groups for GST reporting
Setting up sales tax authorities
Set up sales tax authorities
Set up a sales tax authority as a vendor
Example of rounding of payments to sales tax authorities
View or print sales tax payments without posting
Setting up US sales tax
Set up sales tax for the United States
Set up sales tax jurisdictions
Set up sales tax groups for jurisdictions
Applying U.S. sales tax and use tax rules
Setting up withholding tax
Set up withholding tax in Administration and General ledger
(Global, AUS, ITA) Set up withholding tax for a vendor
Calculate and post withholding tax
Setting up dimensions
Dimensions
Dimension sets and dimension set hierarchies
Set up dimension focuses
Create a dimension value
Create a dimension set
Create dimension set hierarchies
Create dimension set rules
View the balance by dimension
Setting up financial statements
Financial statements
Design the row structure of a financial statement
Design the rows and columns of a financial statement
Generate, print, and export a financial statement
Set up file formats for the export of a financial statement
Import and set up XBRL taxonomies
Setting up financial data export
(FRA) Set up data export
Setting up reason codes
About financial reason codes
Set up reason codes for financial modules
View financial reason codes
Working with transactions in General ledger
Create a reversing entry
Place a General ledger transaction on hold
Working with Finance
Working with Accounts payable
Pay for product or service overview
Receive and enter vendor invoices
Create invoices from purchase orders
Post a purchase order
Post vendor invoices in the Posting invoice form
Post and print purchase order invoices based on packing slips and date
About saving vendor invoices
Save vendor invoices and match to packing slips
Record the receipt of vendor invoices and match against received quantities
Resolve invoice matching discrepancies
Account for PO invoice variance due to miscellaneous charges
About invoice matching and intercompany purchase orders
Enter vendor invoices in journals
Enter invoices in the Invoice pool excl. posting form
Post the invoices of the Invoice pool excl. posting form
Enter and post invoices in the Invoice register form
Create a vendor account
Post invoices in the Invoice journal form
Invoice journals
Enter and post invoices for recurring expenses
Receive and register vendor invoices automatically
Register payment automatically for intercompany sales order invoices
Approve vendor invoices
Post invoices in the Invoice approval journal form
Generate and submit vendor payments
Analyze cash requirements
About vendor payment journal reports
Print a turnover report for vendor invoices
Select invoices to pay
Pay a vendor invoice
Pay vendor invoices by using a payment proposal
(NOR) Create a payment proposal for electronic payment
About centralized vendor payments
Select invoices to pay on behalf of multiple companies
Enter a vendor payment that is subject to withholding tax
Create electronic payment files
Create an electronic payment file for vendors
(ESP) AEB remittance formats
(ESP) Set up methods of payment for payment remittance files
(ESP) Generate a vendor payment remittance file
(SWE) Create a Bankgirot payment file that includes Postgirot payments
Print vendor checks
Generate and print vendor checks
Draw vendor payments through promissory notes
Draw a promissory note
(ESP) Create a promissory note document with a fixed promissory note number method
(ESP) Generate a promissory note with a free promissory note number method
Redraw a promissory note
Remit a promissory note
Settle a promissory note
Manage vendor settlements
Find withholding tax transactions for a vendor using transaction text
Manage open vendor transactions
View payments made to a vendor
Exchange adjustment of open vendor transactions
Simulate an exchange adjustment
Perform an exchange adjustment
View the transactions of an exchange adjustment
Use open transaction editing to settle transactions with payments
Specify the cross rate in open transaction editing
Reorganize transactions
Reverse settlements
Reverse a transaction
Revoke a reversed transaction
Prepay for product or service overview
Post prepayments to prepayment accounts
Pay expense/commission/salary overview
Reimburse for an expense report
Generate payments for employees
Refund customers overview
Reimburse customers
Close Accounts payable overview
Period closing in ledger
(USA) United States tax 1099
Working with Accounts receivable
Collect for product or service overview
Invoice customers
Create invoices
About sales invoices, free text invoices, and pro forma invoices
Create a free text invoice
Generate and print a free text invoice or pro forma invoice
Post packing slips and update information for shipping carriers
Post and update invoices and add charges and information from shipping carriers
Post and print sales order invoices based on packing slips and date
Summarize sales order invoices based on packing slip numbers
Set up Intrastat from a free text invoice
(DNK) Post free text invoices for a public sector customer
(DNK) Post sales order invoices for a public sector customer
(NOR) Export an eInvoice for a customer
Post and print paper invoices
Reprint a free text invoice
Set up print management for a transaction
Post and submit electronic invoices
(CHE) Create an LSV+ payment file
Receive and enter payments
Enter payments based on checks or bank reports
Create a deposit slip
Reconcile a bank account
(MYS) Post-dated cheques
Enter payments in a payment journal
Enter and post an incoming payment
Post customer payments by using a payment proposal
About centralized customer payments
Select invoices to settle with payments on behalf of multiple companies
(CHE) Import ESR payment information to a payment journal
(CHE) Create a payment proposal for LSV+ payments
(ESP) AEB remittance formats
About customer payment journal reports
(SWE) Import BG Max payments to a payment journal
(NOR) OCR payments
(NOR) Create a payment proposal and import the OCR payments as Avtalegiro in the payment journal
(NOR) Import the eGiro payment file and view the eGiro segments file
Create an electronic payment file for customers
Receive and register payments automatically
Register payment automatically for intercompany sales order invoices
Draw payments through bills of exchange
Draw a bill of exchange
Protest a bill of exchange
Redraw a bill of exchange
Remit a bill of exchange
(FRA) Print bills of exchange
(FRA) Approve acceptance bill of exchange drafts
(FRA) Generate a bill of exchange remittance file
(ESP) AEB remittance formats
(ESP) Generate a customer payment remittance file
View remittance files for customers
Settle a bill of exchange
Manage customer payment settlements
Use open transaction editing to settle transactions with payments
Reorganize transactions
Reverse a transaction
Revoke a reversed transaction
Reverse settlements
Specify the cross rate in open transaction editing
Exchange adjustment of open customer transactions
Simulate an exchange adjustment
Perform an exchange adjustment
View the transactions of an exchange adjustment
Manage and collect overdue payments
Calculate interest
Calculate interest notes
Print interest notes
Create interest notes
Create statements
Print periodic customer statements
Create and print collection letters
Create a collection letter
Place an Accounts receivable transaction on hold
Process customer prepayments overview
Post prepayments to prepayment accounts
Close Accounts receivable overview
Period closing in ledger
Create and submit the quarterly EU sales list
Working with Bank
Deposit bank funds overview
Create a deposit slip
Cancel a deposit slip payment
Reconcile bank accounts overview
Reconcile a bank account
Transfer bank funds overview
Make a payment by check
Generate a check on a ledger account or a bank account
Delete a check
Void unposted checks
Reverse a posted check
(BEL) Create and transfer transactions to the BLWI
(CAN, USA) Reuse a check number
(ESP) Generate Spanish checks
Close Bank overview
(MYS, SGP) Print a bank cash flow report
Working with Fixed assets
Capitalize assets overview
Create fixed assets
Options for entering fixed asset transactions
Account for revenue recognition from reserves not transferred
Enter an addition to a fixed asset
Process assets created from Accounts payable
Bar codes
Assign fixed asset numbers to bar codes
Transfer/lend assets overview
Transfer to a low value pool
(AUS) Transfer one asset to a low-value pool
(AUS) Transfer one or more low value assets to a low value pool
Revalue assets overview
Update fixed assets
Reclassify fixed assets
Fixed asset mass update
Replacement costs and insured values
Recalculate replacement costs and insured values
Split assets overview
Split fixed assets
Depreciate/amortize assets overview
Depreciate asset
Delete depreciation book transactions
Change depreciation conventions for multiple fixed assets
Dispose/retire assets overview
Disposal
Working with General ledger
Process closing transactions overview
Allocating transactions
Allocation rules
Create an allocation rule
Create allocation rule source and destination information
Create an allocations journal
Process an allocation request
Managing ledger accounts
Settle transactions between ledger accounts
Cancel a ledger settlement
Perform a ledger exchange adjustment
Journalize transactions
Reverse a transaction
Revoke a reversed transaction
Closing transactions
Make closing adjustments in the closing sheet
Transfer opening balances to a new fiscal year
Create closing transactions during transfer
Delete close-of-year transactions during transfer
Allocate costs/income overview
Consolidating transactions
About consolidation translation methods
Example of consolidation with currency conversion
Prepare a consolidated company for a consolidation
Set up a subsidiary company for consolidation
Perform an online consolidation
Perform an export/import consolidation
View and delete consolidation transactions
Forecast cash flow and currency requirements
About the cash flow statement
Set up liquidity accounts
Set up a cash flow forecast for sales and purchases
Set up dependent cash flow forecasts in ledger accounts
Include budgets in cash flow forecasts
Calculate, view, and print a cash flow forecast
Calculate and display currency requirements
Eliminate transactions
Elimination rules for transactions
Set up elimination rules for transactions
Process elimination transactions using the Elimination proposal form
Process elimination transactions using the Consolidation, Online form
Revalue currency amounts overview
Converting company currency
Prepare a company for currency conversion
Start the currency conversion
Inspect sum recalculation and posting of rounding differences
Finish the currency conversion
Prepare pre-closing reports overview
Create electronic documents
(BEL) Create and send an EDIVAT declaration file
(DEU) Create and submit an electronic tax declaration
(NLD) Create, send, and import the OB tax declaration electronically
(NLD) Create, send, and import the ICL tax declaration electronically
(BEL) Create and send an INTERVAT declaration file
(DEU) Export GDPdU data
(FRA) Export data
(ITA) Create a customer and vendor list
(SGP) Calculate a sales tax payment and print the GST F5 report
(ESP) Intra-Community VAT
(SWE) Export financial information for auditors
(CAN) General Index of Financial Information (GIFI) codes for Canadian financial statements
(CAN) Calculate financial statement balances for GIFI codes when multiple fiscal years are open
Close books overview
Closing the month, period, and fiscal year
Evaluate the closing setup
Monthly closing in ledger
Period closing in ledger
Fiscal year closing checklist
Finance reporting
Generate reports
Accounts payable reports
Accounts receivable reports
Bank reports
Fixed assets reports
General ledger reports
Supply chain management
Supply chain management overview
Setting up and maintaining supply chain management
Setting up and maintaining design and engineering
Setting up and maintaining items
About item groups
About product groups
Structure of product groups
Set up product group and item presentations
Configure product groups for Enterprise Portal
Item types
Create an item
Edit item numbers
Change an item type
Create item descriptions in other languages
Set up supplementary item groups
Create supplementary items
Setting up dimensions and item dimensions
Assign item dimensions groups to items
About item dimensions
About item dimension configurations
Create and maintain item dimension combinations
Create and maintain item dimensions
About inventory dimensions
About mandatory inventory dimensions
About consistent inventory dimensions
Edit inventory dimensions
Set up dimensions display
Setting up and maintaining bills of materials
Create a BOM and BOM version
Create an item of type BOM
Line type
Consumption
About version validity
Active versions
Approve a BOM or BOM version
About BOM line validity
About copying BOMs
Copy a BOM
Change a BOM item
About BOM designer functionality
Create and edit BOMs in BOM designer
About opening lines from BOMs
About opening lines from items
Multisite - BOM validations
Setting up work centers and production units
Set up and define work center groups
Create work centers
Set up work center properties
Set up task groups
Create and set up a production unit
Setting up and maintaining routes
Working with production routes
Create route groups
Create cost categories
Set up operations
Create and update production route
Create route versions
Create or update route operations
Link BOM lines to route operations
Multisite - route validations
Setting up and maintaining standard costs
Prerequisites for standard costs
About costing versions
About costing versions for standard costs
About standard cost updates using the one-version versus two-version approach
About costing versions containing item sales prices related to BOM calculations
About costing versions containing item purchase prices related to BOM calculations
Standard cost conversion overview
About standard cost conversion
Prerequisites for a standard cost conversion
About setting up and running a standard cost conversion
About common issues related to standard cost conversion checks
Maintaining standard costs in a nonmanufacturing environment
Prepare to maintain standard costs for purchased items
Initially setting standard costs in a nonmanufacturing environment
Updating standard costs in a nonmanufacturing environment
Periodically updating standard costs in a nonmanufacturing environment
Preparing to maintain standard costs in a manufacturing environment
Prepare to maintain standard costs for purchased components
Prepare to maintain standard costs for manufactured items
About cost groups
About BOM calculation groups
About manufacturing overheads based on material
Preparing to maintain standard costs in a manufacturing environment with routings
About cost categories used in production routings
About costing sheet setup
About a costing sheet setup example
About cost categories used in Production and in Project
Calculating standard costs for manufactured items
About information used in BOM calculations with standard costs
About amortizing constant costs for a manufactured item
About displaying miscellaneous charges for a manufactured item
About a manufactured item treated as a purchased item
About BOM calculations for items with missing cost records
About BOM calculations
About order-specific BOM calculations
About BOM calculations that use the fallback principle
About BOM calculation of a suggested sales price
Maintaining standard costs in a manufacturing environment
Initially setting standard costs in a manufacturing environment
Updating standard costs in a manufacturing environment
Updating standard costs for a new manufactured item
Periodically updating standard costs in a manufacturing environment
Simulating cost changes by using a costing version for planned costs
Analyzing variances related to standard costs
Setting up and maintaining inventory close and adjustments
About inventory close
About physical and financial updates
About Include physical value
About running average cost price
Track running average cost per item dimenson
Specify an inventory model for inventory close
About FIFO
About LIFO
About LIFO Date
About weighted average
About weighted average date
About inventory posting
About posting search
Setting up and maintaining PRODCOM
(BEL) Assign PRODCOM properties to an item
(BEL) Set up PRODCOM reporting
(BEL) Use PRODCOM
(BEL) Convert Intrastat to PRODCOM
Setting up and maintaining operations
Creating calendars
Create working time templates
Create working time calendars
Preparing for forecasting
Set up a forecast model
Set up an item allocation key
Maintaining forecasts
Copy, update, delete forecast lines
Preparing for multisite functionality
About sites and the multisite functionality
Create a site
Set up the site and warehouse hierarchy
Set up a fallback warehouse for a site
Configure and manage financial dimension links to sites
Setting up and maintaining purchasing
Setting up purchasing parameters
Accounts payable setup overview
About setting up accounts payable parameters
Set up accounts payable parameters
Set up automatic update of purchase order lines
Configuring miscellaneous charges for purchasing
Create misc. charges groups for customers or vendors
Define miscellaneous charges manually
Create Item misc. charges groups
Assign miscellaneous charges groups
Allocate miscellaneous charges to purchase order lines
Supplementary items for purchase orders
Create supplementary items
Set up supplementary item groups
Assign supplementary item groups
Configuring business forms for purchasing
How print management works
Set up print management for a module
Set up footer text for business documents
Footer text for purchase orders and purchasing documents
Setting up and maintaining request for quotes
Set up requests for quotes
Define a request for quote reply
Setting up and maintaining purchase requisitions
About product catalogs for purchase requisitions
Create a product catalog for purchase requisitions
Set up category items
Set up purchase requisition parameters
Set up purchase requisition default values for employees
Overview of a purchase requisition workflow
Create a purchase requisition workflow configuration
Define user groups and security settings for purchase requisitions
Setting up an intercompany organization
The setup of intercompany
About intercompany parameters
Set up an organization for intercompany trade
Set up action policies for intercompany endpoints
Set up endpoints for intercompany trade
Set up vendors, customers, and items for intercompany trade
Create an item for intercompany trade
About print management for intercompany orders
Preparing for master planning
About coverage settings
Create a coverage group
Create a minimum inventory quantity proposal
Use a wizard to create item coverage settings
Set up a minimum/maximum key
Set up a reduction key
About master scheduling plans
Preparing for production
Production terminology
About creating production orders
Production setup requirements
Set up production parameters
About production journals
Delete production journals
Create production groups
Create production pools
About production posting
Prepare for Shop Floor Control
Updating production orders
About the production process
Working with the production status
Reversing the production status
Delete productions
Preparing Shop Floor Control
About production parameters in Shop Floor Control
About allocation keys
Set up allocation keys
Receiving
Setting up item receipt
Specify default settings for arrival overview
Warehouse operations
Setting up and maintaining inventory journals
About inventory journals
Delete posted inventory journals
About warehouse management journal names
Setting up quarantine management
About quarantine orders
Defining warehouse components and equipment
About RFID
About inventory aisles
About locations
Create locations
About warehouses
Create a warehouse
Set up warehouses for transfer orders
Setting up reservation
About changing reservations
About inventory reservations
About reserving items for sales orders
About setting up date-controlled reservations
About setting up inventory reservations
About setting up manual or automatic reservations
Set up date-controlled reservations
Set up manual or automatic inventory reservations
Set up warehouse reservations
Set up which items to reserve
Shipment templates and priority
Setting up transfer order management
Set up transfer order parameters
Shipping
Setting up shipment management
Set up outbound rules
Set up staging
Defining packing
About packing materials and packing material fees
About setting up and calculating packing material fees
Assign packing groups to items
Create packing groups
Create packing material codes
Create packing material reports
Create packing material transactions
Define packing material fees
Define packing units and materials
Set up license numbers
Setting up and maintaining customer service
Working with service agreements
About service-agreement groups
Create service-agreement groups
About service intervals
Set up service intervals
About time windows
Create time windows
About service template groups
Create service template group
Create service template
Creating service tasks and service objects
About service tasks
Create service tasks
About service objects
Create service object groups
About service object groups
Create service objects
Set up template to represent objects at customer site
Attach items to service objects
About service object relations
Create service object relations
Create service task relations
Attach templates to service objects
About template BOMs
Create a template BOM
Defining service order stages and reason codes
About service order stages
Set up service order stages
About reason codes
Create reason codes
Preparing contracts, sales prices, and performance metrics
About subscription sales prices
About subscription groups
Set up subscription groups
About Service and Project integration
About service level agreements
Use reason codes
Working with repair management
About repair management
Setting up customer returns
Set up disposition codes
Set up miscellaneous charges
Set up return reason code groups
Set up return reason codes
Specify how to dispose of returned items
Working with Supply chain management
Working with operations
Operation planning overview
Identify and aggregate requirements
Create forecast lines
Import a forecast
Run forecast scheduling
View projected forecast transactions
Master planning
About planned purchase order lead times
About forecast consumption
About scheduling helpers
Run master scheduling
View item requirements
About action messages
About futures messages
Master planning and multisite functionality
Demand explosion - finding the warehouse for a BOM line
Multisite - demand explosion scenario for site and warehouse coverage, warehouse mandatory
Multisite - demand explosion scenario for site coverage, warehouse mandatory
Multisite - demand explosion scenario using BOM version
Multisite - demand explosion scenario for site coverage, warehouse not mandatory
Multisite - demand explosion scenario for site and warehouse coverage, warehouse not mandatory
Demand explosion - finding a BOM version
Material requirement planning
Explode planned orders
Communicate plans
Split the planned order quantity
Combine planned orders
Print planned orders
Manage planned orders
Firm planned orders
Change the planned order type
Purchasing overview
Identify sources and supply
About requests for quotes
About request for quote statuses
Create and send requests for quotes
Define a request for quote reply
Create requests for quotes from planned purchase orders
Create a request for quote from a purchase requisition
Modify a request for quote
Follow up on requests for quotes
Delete requests for quotes
Select final supplier and negotiate
Receive and register request for quote replies
Compare request for quote replies
Accept, reject, and return request for quote replies
Manage purchase requisitions and orders
Manage purchase requisitions
About purchase requisitions
Overview of a purchase requisition workflow
Purchase requisition statuses
Create a purchase requisition
Create a request for quote from a purchase requisition
Complete, approve, or reject a purchase requisition
Follow up on purchase requisitions
View purchase order and purchase invoice journal information for purchase requisitions
Create purchase orders manually from purchase requisitions
Process a purchase order created from a purchase requisition
Delete purchase requisitions
Manage purchase orders
About purchase orders
Create a purchase order
Create purchase orders
Create a purchase order from a sales order
(GBR) Create a purchase order that includes items subject to reverse charge VAT
Allocate miscellaneous charges to purchase order lines
Calculate supplementary items
Edit packing material transactions
Explode a BOM from a purchase order line
Delivery addresses for purchase orders
Multiple delivery addresses for purchase orders
Copy a stored address to a purchase order
Add a purchase order address to a vendor
Purchase blanket orders and release orders
Working with blanket orders
Create a purchase blanket order
Create a purchase release order
View attached purchase release orders
Print the status of a purchase blanket order
Purchase backorders
About backorders
View backorders by vendor
View backorders by item
Post purchase orders
About purchase order posting
Post a purchase order with the job status of Errors detected
Post a purchase order
Post an order in batch
Post an intercompany purchase order
Adjust misc. charges on invoiced purchase orders
Status of purchase orders
View the totals for a purchase order
Delete the update history
View attached purchase release orders
View the status of open purchase orders
Print the status of a purchase blanket order
Print a turnover report for vendor invoices
Manage intercompany purchase orders
Create an intercompany purchase order manually
Create an intercompany purchase order automatically
Post an intercompany purchase order
Check intercompany order price discrepancies
Synchronization
About synchronization
About synchronization of prices and discounts
About synchronization of misc. charges
About currency conversions
About synchronization of warehouse and ledger dimensions
About synchronization of batch and serial numbers
About synchronization of customer information
Receiving overview
Receive products
Manage item arrivals
Register item receipt with an item arrival journal
Working with RFID for inbound items
Quality assurance overview
Test products (sample)
Test products and quality management overview
About tests and quality orders
Prerequisites for quality orders
About automatic generation of quality orders
About nonconformance
Prerequisites for nonconformances
Warehouse operations overview
Schedule warehouse activities
Activate item dimensions
Cancel reservations
Change reservation on several orders (batch reservation)
Rename item dimensions
Specify inventory dimensions
Trace all demands for an item
Use Edit dimensions for inventory marking
Use item transaction journals
View reservations on items
View reservations on orders
View reservations on items or orders
View backorders by item
Move product
About pallet transports
About transfer orders
Complete pallet transport
Receive transfer order
Start pallet transport
Set up transfer order lines
Create a refill pallet transport for a picking location
About refill pallet transports
Picking
About output orders
Picking methods
About picking routes
Approve picking routes
Start picking routes
Pick an item
About release order picking
Release a transfer order for picking
Working with RFID for outbound items
Pack and move to dispatch
Add the packing unit and quantity to a sales order line
Edit packing material transactions
Inventory counting
Use item transaction journals
Counting code
Production overview
Finalize engineering
Create a production order manually
Schedule production activities
About operation scheduling
About operation scheduling options
Run an operations schedule
About job scheduling
About job scheduling options
Run a job schedule
Schedule production using a Gantt chart
Issue materials
About releasing a production order
Release
Produce and test, including subcontracting
About starting a production order
Start
Release product for delivery
About default values for reporting BOMs as finished
About reporting BOMs as finished
Report a BOM as finished
About reporting production orders as finished
Run report as finished
Calculate production costs
About estimation
Run an estimation
Run end production
Analyze production costs
Production costs overview
About estimated costs for a production order
Analyzing costs for a production order
Analyzing reported costs for current production orders
Analyzing variances for a completed production order
Analyzing variances for a time period
Analyzing common sources of production variances
Shipping overview
Consolidate orders
Ship transfer order
Mark orders
Create an output order
Route shipments
About shipments
Activate a shipment
Add an output order to an existing shipment
Change the reservation on a single order
Complete shipment
Create a shipment
Manage the shipment reservation sequence
Reserve inventory automatically for a sales order
Reserve inventory manually for a sales order
Shipment reservation
Update shipments and received items
Use the create shipment wizard
Select carrier and rate shipments
About posting sales order packing slips to update information for shipping carriers
Post packing slips and update information for shipping carriers
Load vehicle, generate ship docs and ship product
About shipping documents
Print packing material weights on invoices
Unpick items before loading
Re-arrange items before loading
Inventory overview
Inventory close
About inventory close and the general ledger
Preparing to run inventory close
Run inventory close
Pause inventory close
Resume inventory close
Reverse a completed inventory close
View inventory close settlements
View the inventory close log
Trace inventory settlement transactions
Inventory adjustments
Adjust a financially updated receipt transaction
Adjust on-hand inventory cost values
Inventory recalculation
About inventory recalculation and the general ledger
Run inventory recalculation
Pause inventory recalculation
Resume inventory recalculation
Reverse a completed inventory recalculation
View inventory recalculation settlements
Inventory batch processing
Set inventory control parameters
Italian fiscal LIFO
(ITA) About fiscal LIFO workflow
(ITA) About internal and final reports
(ITA) About the calculation engine
(ITA) Set up fiscal LIFO reporting groups
(ITA) Create fiscal LIFO journals
(ITA) Calculate fiscal LIFO journal lines
(ITA) Execute final fiscal LIFO report
Working with customer service
Fulfill service contracts overview
Develop and establish contract
About service agreements
Service agreement setup scenario
Create service agreements
Create service-agreement lines manually
Create service agreements from a sales order
About service subscriptions
About service templates
Copy service templates lines
Monitor and implement contract
Change the service order stage
Update and evaluate contract
Manage template BOMs on object relations
Delete a service BOM
About indexed sales prices
Reduce the days on subscription fees
Reduction days example
Change the price of subscription fees
Update and index subscription sales prices
Handle customer inquiries overview
Receive customer inquiries and prioritize
Start and stop time recording on a service order
Follow up on customer cases
View the start time and duration of a service order
View stage reason codes
Determine customer satisfaction level
View compliance with service level agreements
Authorize customer returns
About disposition codes and return reason codes
About inspection of returned items
Authorizing returns
Cancel a return order
Create a return order
Create an item replacement order
Delete a return order
Pass returned items on to inspection
Post a return order
Receiving partial deliveries of returned items
Receiving returned items
Register the receipt of returned items
Retrieve the sales order of items to be returned
Take returned items through inspection
Performing packing slip updates for returns
Performing invoice updates for returns
View statistics for return orders
Deliver service overview
Plan and allocate service orders
About service orders
About automatic creation of service orders
Create service orders
Create service orders from a sales order
Verify a service Web order and assign it to a technician
About service order addresses
Create item requirements for service orders
About service order item requirements
Subscription workflow overview
Create service subscriptions
Create service subscriptions from a subscription group
Create service subscriptions from a project
Dispatching service order activities
About service activities
Working with the dispatch board
Set up service activity types
Set up a preferred technician
Set up dispatch teams
Prioritize service orders
View dispatch teams
View the urgency of a service order
Monitor service activities
Reassign activities
Reverse changes in the dispatch board
View undispatched service orders
Prepare for service
Modify a Service BOM
Deliver service
Credit subscription transactions
Create the four subscription type transactions
Create subscription fee transactions
Accrue subscription revenue
About accruing subscriptions
Copy service agreement lines
Move service order lines
About canceling service orders
Copy lines between service orders
Create service orders manually
Finalize and close order
About posting service orders
Post service orders
Delete service orders
Invoice subscription transactions
Supply chain management reporting
Generate reports
Operations reports
Inventory reports
Customer service reports
Cost accounting
Setting up cost accounting
How cost accounting is integrated
Configuring cost accounting
Base configuration to view and manage costs
Base configuration to view and manage quantities
Additional settings to configure
Cost categories
About cost categories
Create cost categories
Create service categories
Delete cost categories
About the dimension posting control
About service categories
Dimensions in cost accounting
About dimensions
Querying dimension balances
Journals and posting in cost accounting
About journal names
Create a cost journal
Create a service journal
Create a cost accounting accrual scheme
Create cost accounting accrual transactions
Import cost and service transactions from Microsoft Excel
Structures
About line structures
About hierarchy structures
Expense distribution sheet
Create an expense distribution sheet
Set up the columns of a specific expense distribution sheet
Run a report
Calculations, allocations, and distributions
About calculations, allocations, and distributions
Create a calculation version
Create reference tables
Distribute costs or quantities
Define an allocation
Define an internal cost allocation
Define a surcharge allocation
Create a period calculation
Create a special calculation
Budgeting in cost accounting
About budgeting
About cost accounting budget models
Cost and service budgeting
About cost budgeting
About service budgeting
Transfer budgets to and from the general ledger
Flexible budgets
About flexible budgets
Set up a budget model for flexible budgets
Transfer actual costs in a flexible budget
About budgeting on transactions and total amounts
About workloads
Run a calculation
Periodic activities in cost accounting
Import historic transactions
About recalculation for costs and quantities
Product builder
Product Builder Introduction
Product Builder key processes
Concepts and data flow
Preliminary setup
Prerequisites
Parameters setup
User profiles
About user profiles
Create user profiles
Assign user profiles to employees
Assign user profiles to Web users
Create entries in the Translation table
Set up product model batch compilation
Configurable items
Modeling enabled items
Generate items and dimensions
Reuse configuration functionality
Item modeling variables
About modeling variables
Create modeling variables
Create language texts for modeling variables
Copy a modeling variable setup
Attach user profiles to modeling variables
Customer specific default values
About default values
Create an Item product model group
Create a Customer product model group
Set up default values
Product models
About product models
Create a product model
Create variable groups
Add modeling variable groups to a product model
Add modeling variables to a product model
Variable groups of array type
About array variable group
Array default values
Calculation variables
About calculation variables
Create calculation variables
Create variables on the System tab
Create variables on the Simple tab
Create variables on the Data type tab
Create variables on the Table tab
Create variables on the Class tab
Validation rules
Local and global validation rules
Create validation rule
Validation rule types
Constraint rule type
About Constraint rule
Create a Simple condition
Create an Advanced condition
Create a Coded condition
Create an Action rule
Create a Formula rule
Operators for validation rules
Rule debugger
About the rule debugger
Enable/disable the rule debugger
Validate the rules of the product model
Testing the product model's user dialog box
Set up price combinations
Modeling tree
About the modeling tree
Modeling tree nodes
Create a default route
Insert a node in the modeling tree
Insert a Code node
Insert a Simple node
Insert a Default node
Insert default route node
Insert a BOM node
Insert a Route node
Insert an IF node
Insert a Switch node
Insert a FOR node
Insert a Table node
Insert a Message node
Insert a Document handling node
Visualization
About graphics in product models
Set up Graphic Parameters
Compile the product model
Test the product model
Wizard for product model creation
Configuring items
About configuration rules
Item configuration
Approve the configuration
Customer Self-Service
About Customer Self-Service
Generate Web forms for Customer Self-Service
Overview of Product Builder and multisite
Configure a product model to use a distribution site in a multisite environment
Configure a multilevel BOM item requiring production in multiple sites
Human Resources
Setting up and maintaining Human Resources
Set up Human resources
Defining general Human resources information
About human resources parameters
Set up human resources parameters
About reference types
Defining strategy and organization information
About organization units
Set up an organization unit
About jobs and positions
Set up a job template
Set up a strategic plan template
Defining general employee information
Create a loan item
(USA) Set up a work environment accommodation type
Set up a course instructor
Defining recruitment information
Set up a document type
Set up an application document
Set up an application e-mail
Defining performance information
Set up a goal type and a goal type template
Set up a goal heading
Set up a rating model
Defining time and attendance setup
Implementing shop floor control
Groups
About groups
Create calculation and approval groups
Create flex groups
Setting up indirect activities
About indirect activities
Create indirect activities
Profiles
About profiles
Create profiles
Create profile groups
About profile types
Aid for creating profiles
Profile examples
Setting up employees for time and attendance
Employees in shop floor control
Create employees
Implementation issues in Shop Floor Control
Synchronize job table
About calculation parameters
About parameters
About dimension control
Set up dimension control
Configure a registration form
About function keys in the feedback form
Defining payroll in Shop Floor Control
About payroll
Create pay types
Create pay periods
Pay agreements
Create pay agreements
About pay adjustments and count units
Set up a pay adjustment
Example of pay adjustment
Set up payroll statistics
Create manual premiums
Periodic payroll tasks
Updating payroll data
Set up piecework
Defining compensation information
Set up compensation management
Working with Human Resources
Recruit workforce overview
Manage recruitment
About applicants
Set up an applicant
About recruitment projects
Create a recruitment project
Change the status of a recruitment project
Record developments
Communicating with applicants
About employment applications
Set up an application
About appraisal interviews
Create an appraisal interview
Onboard workers
Employees
Create an employee record
Recording payroll information
Hire an applicant
About actions
Set up an action
Delete actions
About action plans
Set up an action plan
Set up an automatic action
Run action plan queries
Start an action plan
End, cancel, or delete an action plan
Distribute items for an action plan
About distributing actions in action plans
Retrieve distribution data
Record the outcome of an action
Start new actions in an active plan
About Form I-9 verification
(USA) Enter Form I-9 information for an employee
(USA) Attach a Form I-9 document file
(USA) Print Form I-9 information
Setting up the Form I-9
Delete Form I-9 information
About employment affiliations
Hire an employee
Move an employment affiliation
Hire or terminate mass hire project lines
About mass hire projects
Create a mass hire project
(USA) Grant an accommodation to an employee or applicant
(USA) Enter a request for a work environment accommodation
Retain workforce overview
Manage training
About courses
Set up a course
Create a course agenda
Create or delete course descriptions
Create a course session
Create a course track
Assign a hotel to a course
Update course status
About course participants
Update the status of a participant
Register a course participant
Manage knowledge, skills, and abilities (KSAs)
About skills
Record employee résumé information
Viewing skill profiles and skill gap analyses
Manage time and attendance
About absence administration in Human Resources
About absence journals
About managing absence
Approve or reject an absence
Create an absence journal
Delete an absence journal
Register an absence
Register more than one absence date
About time and attendance in Shop Floor Control
Registration
About registration in Shop Floor Control
About production feedback
Register in shop floor control
About electronic timecard
Fill out electronic timecard
Create collective registrations
Web-based timecard
Processing registrations
Calculating, approving, and transferring registrations
Calculate registrations
Edit registrations during calculation
Approve registrations
Edit registrations during approval
Transfer registrations
About missing clock-out
Insert missing clock-out registrations
Periodic tasks
About profile calendar
Set up profile calendar
About special days
Create special days
About work planner
Apply profiles using work planner
Tasks concerning employees
Plan absence
Send messages
Lending employees
Schedule loan of employees
Update shop floor control data
Post indirect production costs
Cancel finished report
Adjust employee balances
About registrations with future timestamp
Clean up registration table
Simulate calculation
Motivate workforce overview
Manage performance
About appraisal interviews
Create an appraisal interview
Set a goal
Create activities for a goal
Add a comment to a goal
About skills
About skill mapping
Run skill mapping
Manage compensation
Enroll employees in compensation plans
Calculate merit increases and variable awards
Manage organization overview
Plan organizational elements
Create multiple jobs at one time
About strategic plans
Set up a strategic plan
Start a strategic plan
Record developments
Move a strategic plan
End a strategic plan
Start new actions in an active plan
About human resources statistics
Calculate absence, course, or application statistics
Calculate statistics on actions
Analyzing employee distribution
Calculate employee distribution
Update the network
Manage work environment
(USA) Complying with the Americans with Disabilities Act
(USA) Grant an accommodation to an employee or applicant
(USA) Enter a request for a work environment accommodation
(USA) Enter physical requirements for job templates and jobs
Manage workforce
About loan items
Loan an item to an employee
Record a returned loan
About Form I-9 verification
(USA) Enter Form I-9 information for an employee
(USA) Attach a Form I-9 document file
(USA) Print Form I-9 information
Setting up the Form I-9
Delete Form I-9 information
Offboard workers
Terminate employment
About the Delete Personal Information Wizard
Hire or terminate mass hire project lines
Human Resources reporting
Generate reports
Human Resources reports
Sales and marketing
Sales and marketing overview
Setting up and maintaining Sales and marketing
Configuring contacts, customers, and business relations
Map tables in import file format
Import business sector codes
Using the Global address book
Create a record in the Global address book
Transfer imported business relations
Create or delete contacts
Set up Telephony Application Programming Interface (TAPI)
Defining Sales and marketing processes and stages
Setting up Sales and marketing parameters
Defining processes
Define processes and stages for campaigns, leads, and opportunities
Create activities automatically
Set up CRM transaction logging
Implementing responsibilities
Assign responsibilities
Time zones and activities
Integrating with Microsoft Office Outlook
Associate an employee with a user ID
Set up Microsoft Office Outlook integration for a user
Set up reminder time in minutes for activities and tasks
Synchronize with Microsoft Office Outlook
Add and delete contacts for synchronization in Microsoft Dynamics AX and Microsoft Office Outlook
Setting up and maintaining sales orders
Setting up sales order parameters
Accounts receivable setup overview
About setting up accounts receivable parameters
Set up accounts receivable parameters
Set up automatic update of sales order lines
(SWE) Set up sales order entry statistics
Setting up miscellaneous charges for sales orders
Create Item misc. charges groups
Assign miscellaneous charges groups
Create misc. charges groups for customers or vendors
Create miscellaneous charges codes
Define miscellaneous charges manually
Define miscellaneous charges automatically
Setting up supplementary items for sales orders
Set up supplementary item groups
Create supplementary items
Assign supplementary item groups
Setting up an intercompany organization
The setup of intercompany
About intercompany parameters
Set up an organization for intercompany trade
Set up endpoints for intercompany trade
Set up action policies for intercompany endpoints
Set up vendors, customers, and items for intercompany trade
Create an item for intercompany trade
Set up miscellaneous charges on intercompany orders
Set up parameters to post an intercompany order
About print management for intercompany orders
Setting up sales order deliveries
About delivery dates
Set up delivery date control
About sales lead times
Set up sales lead times
About order entry deadlines
Set up order entry deadlines
Create and manage order entry deadline groups
Activate order entry deadline combinations
Set up transport details
Set up a transport
Set up the transport calendar
Setting up Intrastat for sales orders
About Intrastat
Set up Intrastat from a free text invoice
Working with Sales and marketing
Analyze marketplace overview
Analyze market share and competition
Define competitors
Perform internal analysis
Queries
Defining x-axis values
Research customer needs
Identify opportunities
Viewing statistics
Develop marketing plan overview
Develop marketing strategies
Create an activity
Create a call list and call list targets
Determine marketing channels
Create mail merge files
Campaign target distribution
Combine queries for campaign targets
Create e-mail groups
Create or update a mailing list
Create marketing plan and budget
Define individual campaign
Select campaign targets
Conduct campaign overview
Select target audience
Create campaigns
Create mail merge files
Create a call list and call list targets
Create e-mail groups
Run campaign and manage vendors
Sending e-mails and copies of sent e-mails
Process incoming leads
Lead management
Create, copy, or delete a lead
Monitor and achieve campaign
Changing campaign activity data
Adjust campaign targets
Change status on the call list
Changing campaign target activity data
Changing telemarketing activity data
Establish sales forecast overview
Collect forecast data
Create forecast
Create, copy, or delete a lead
Distribute forecast
Manage sales force overview
Assign territories
Define sales processes
Document management
Create or copy a document
Create Encyclopedia links
Manage queries
Fields, methods, and return values in queries
Establish sales targets
Lead management
Create sales targets
Create an opportunity or customer from a lead
Create, copy, or delete an opportunity
Monitor sales progress
Opportunity management
Review and adjust sales targets
Generate sales overview
Qualify leads
Create a quotation
Qualify or disqualify a lead
Create templates
Create template groups
Register alternative quotations
Register competitors on a quotation
Copy a quotation
Delete a quotation
Mass create quotations
Update a quotation
Footer text for sales quotations and other sales documents
Changing quotation activity data
Assign lead records
Contact new prospects
Send a document to a contact or an e-mail group
Up sell to existing customers
Price simulation and discounts
Price simulation
Use price simulations
Price simulation examples
Report and track sales opportunities
Schedule customer activities overview
Make the sale overview
Respond to RFQ/RFP
Contact customer and gather requirements
Create a customer account
Create a customer group
Offer a solution to the customer
Close a deal and implement
Process sales orders overview
Process inquiry and quote
Recording alternative quotations
Register alternative quotations
Update alternative quotations
Delete alternative quotations
Quotation
Create quotations
Create a quotation
Create a quotation from a template
Mass create quotations
Mass create quotations from a campaign
Footer text for sales quotations and other sales documents
Update quotations
Update a quotation
Mass update quotations
Delete quotations
Delete a quotation
Mass delete quotations
Copy quotations
Copy a quotation
Copy quotation lines
Quotation workflow
About quotation prognosis
About quotation probability
Quotation and master planning
Viewing statistics
Recording competitors on quotations
Register competitors on a quotation
Register winning competitors
About quotation templates
Create template groups
Create templates
Delete templates
Retrieve, enter, and validate orders
Sales orders in general
About sales order types
Create a sales order
Create sales order lines
Cancel an order line
Release a sales order for picking
Create a purchase order from a sales order
Fields copied when using copy sales orders
Process a preauthorization for a sales order
Calculate supplementary items
Define miscellaneous charges manually
Set up payment schedules on orders
View supply for a sales order line
Calculate ATP manually
About ATP Calculations
(GBR) Create a sales order that includes items subject to reverse charge VAT
Sales blanket and release orders
Working with sales blanket orders
Create a sales blanket order
Create a sales release order
View attached sales orders
Print the status of a sales blanket order
Sales order deliveries
About delivery dates
About order entry deadlines
About sales lead times
Delivery addresses for sales orders
Add a sales order address to a customer
Multiple delivery addresses for sales orders
Copy a stored address to a sales order
Direct deliveries
About direct deliveries
About intercompany direct deliveries
Create a direct delivery
Post sales orders
Posting based on site
Post a sales order with the job status of Errors detected
About sales order posting
Post a sales order
Post a credit note
Post an order in batch
Status of sales orders
View attached sales orders
Print the status of a sales blanket order
View totals for a sales order
View the status of open sales orders
Check the update history after a batch job
Delete the update history
Print a turnover report for customer invoices
Manage intercompany sales orders
About creating intercompany purchase orders/sales orders in several companies
Create an intercompany sales order
About intercompany direct deliveries
About changing and deleting an original sales order
About changing intercompany orders
About intercompany reservations
About registering picking lists
About printing packing slips
Intercompany orders and return orders
Return an intercompany item
About synchronization of RMA numbers
About synchronization of disposition codes
About intercompany master scheduling
About posting packing slips for intercompany orders
Post an intercompany sales order
Invoice an original sales order
Register payment automatically for intercompany sales order invoices
Synchronization
About synchronization of prices and discounts
About synchronization of misc. charges
About synchronization of warehouse and ledger dimensions
About synchronization
About synchronization of batch and serial numbers
About currency conversions
About synchronization of customer information
Sales orders and bills of materials
View BOM from sales in BOM designer
About expanding from sales orders
Explode a BOM from a sales order line
Explode a sales order line
(SWE) Print order entry statistics
(SWE) Remove order entry statistics
Manage back orders and exceptions
About backorders
View backorders by customer
View backorders by item
Print backorder information on packing slips and invoices
About release order picking
Complete the invoice information
About sales invoices, free text invoices, and pro forma invoices
Summarize sales order invoices based on packing slip numbers
Post and print sales order invoices based on packing slips and date
Sales and marketing reporting
Generate reports
Sales and marketing reports
Expense management and Project
Expense management and Project overview
Setting up and maintaining Expense management
Set up expense management parameters
Defining policies
Create policy rules
Create expense categories
Integrating Expense management categories with Project
Set up expense purposes
Set up employee expense records
Set up payment methods
Set up currency types
Per diem rules
Create per diem rules
Import Axd documents
Set up recurring automatic import of credit card transactions
Set up expense management workflow approvals
Working with Expense management
Cash advance requests overview
View or update cash advance requests
Expense report entry overview
Creating expense reports
Submit report overview
Personal expenses on an expense report
Cost split
Resubmitting an expense report for approval
Expense management workflow overview
Expense management workflow
Viewing an expense report from the General ledger
Verify expense reports
Approve or return an expense report in the AX client
Reimbursements overview
Viewing an expense report from the General ledger
Match receipts
Transfer an expense report to General journal
Edit posting information or transfer an expense report
Post an expense report to the General ledger
Reimburse an employee
Reimburse for an expense report
Expense management reporting
Generate reports
Expense management reports
Project
Setting up and maintaining Project accounting
Creating and managing projects
About creating projects
Create a project
Overwrite project numbers
Create a subproject
Search for projects
Using project stages
Creating project types
About time and material and fixed-price projects
About subproject IDs
Creating and maintaining project groups
About changing the project group
Change the project group
Selecting the project type
Creating and maintaining categories
About project category groups
Create categories and category groups
About transaction types
Setting up estimates
About estimates
About estimate lines
About estimate projects
About estimate status fields
About estimate status overview
Attach a project to an estimate
Create an estimate period
Set up estimate templates
About maintaining estimates
Creating and managing transactions
About transaction status
Always create adjustment transaction
Edit forecast transactions
Select cost transaction for transfer
View more forecast transactions
Adjusting transactions
Adjust transactions
Creating and managing budgets
Enter forecast transactions
View forecast transactions
Copy a budget
Delete a budget
Transfer a budget to a ledger
View budgets from statistics and reports
Copy or transfer an item
Invoicing
About invoicing fixed-price projects
Invoice fixed-price projects
About invoice proposals
About on-account invoicing
Create invoice and on-account proposals
Create on-account invoices for all projects
Create an on-account invoice offset
Invoice on-account transactions
On-account invoice setup
About purchase order invoicing
Invoice payment plans
Invoice time and material
About invoice control
View project invoices
Footer text for project invoices
(DNK) Post project or service transactions for a public sector organization
Creating and using credit notes
Credit invoiced amounts
Create credit notes
Setting up cost prices and sales prices
About sales price setup
Set up sales prices
About cost price setup
About the cost payment date
Setting up items for purchase and sales
Create sales orders
Set up sales payments
About purchase orders (Project)
Creating purchase orders
About consumption of item requirements
About registering item consumption
Process item requirements
About provision for foreseeable losses
Set up a provision for foreseeable losses
Calculating the cost to complete
About cost to complete methods
Example of cost to complete methods
Apply the cost to complete methods
Creating cost templates
Create a cost template
Posting
Select accrued revenue for posting
Accrued revenue
Accrue revenue - Expense
Accrue revenue - Hour
About on-account accrued revenue
About accrued revenue through production
About accrued revenue through profit
About sales value and accrued revenue
About subscription and accrued revenue
About accrued loss
Set up posting accounts
About posting setup
About cost
About item cost
About invoiced revenue
About on-account invoiced revenue
About payroll allocation
Posting fixed-price projects examples
Posting example 1 - Fixed-price project
Posting example 2 - Fixed-price project
Posting example 3 - Fixed-price project
Posting example 4 - Fixed-price project
Posting example 5 - Fixed-price project
Posting example 6 - Fixed-price project
Posting example 7 - Fixed-price project
Posting example 8 - Fixed-price project
Setting up the Work In Process (WIP) structure
Set up WIP structure
About WIP accrued loss accounts
About WIP cost value accounts
About WIP cost value item accounts
About WIP invoice on-account accounts
About WIP profit accounts
About WIP production accounts
About WIP sales value accounts
About WIP subscription accounts
Creating and enabling validation
Define validation connections
Setting up validation
Set up validation groups
Set up validation parameters
Enable validation parameters
Using statistics
About statistics field interdependency
Creating and maintaining journals
Set up project journal names
Create item journal
Create fee journals
Create fee journal lines
Enter hours in a new or existing journal
Apply journal texts
Setting up line properties
About line-property setup
Set up a line property
Using hour registration
About hour registration
Creating and applying approval procedures
About approval procedures
Create a journal approval procedure
Apply a journal approval procedure
Manage employees
Generating and managing periods
Generate periods
Create and maintain employee periods
Stop a period
Quotation (Project)
Create quotations (Project)
Update quotations (Project)
Copy quotations (Project)
Copy a stored address to a quotation or quotation line (Project)
Delete quotations (Project)
Create, modify, and delete quotation templates or template groups (Project)
Register, update, and delete alternative quotations (Project)
Quotation prognosis and probability
Footer text for sales quotations and other sales documents
Integrating Microsoft Dynamics AX with Microsoft Project
Integrate projects in Microsoft Project
Create price groups
Assign a price group to a project, invoice project, or customer
Integrate employees in Microsoft Dynamics AX to Mcrosoft Office Project Server
Working with Cash flow
Integrating Project and Production
Creating and using price groups
Create or modify project stages
Using the synchronization queue manager
Utilization rate
Export transaction to Microsoft Office Excel from Project control
Cost control
Viewing project information in Microsoft Office Project Professional
(ESP) Corrective invoices
Setting up project parameters
Install integration components for Microsoft Office Project Server
Balanced scorecard
Scorecards
About scorecards
Set up perspectives
Set up a scorecard
Copy scorecard settings
Objectives
About objectives
Set up an objective
Set an objective target
Copy objective settings to a new objective
Measurements
About measurements
Set up a measurement
Copy measurement settings to a new measurement
Set a measurement target
About measurement elements
Create a measurement element
Set up a formula for a measurement
Delete a measurement
Check a measurement
Simulate a measurement update
Update measurements
About measurement journals
Set up a measurement journal
Set up a measurement journal line
Validate a measurement journal
Report a measurement journal as ready
Post a measurement journal
Approve a measurement journal
Print a measurement journal
View a measurement value in a graphical indicator
Graphical indicators
About graphical indicators
Set up a graphical indicator
Copy graphical indicator settings to a new indicator
View a measurement value in a graphical indicator
Data links
About data links
Create a data link
Set up a data link query
Performance results
About cockpits
Set up a cockpit
About the scorecard overview
About measurement statistics
Calculate measurement statistics
Run a transaction count
View a measurement value in a graphical indicator
Balanced scorecard parameters
Set Balanced Scorecard Parameters
Questionnaire
Creating questionnaires
About creating a questionnaire
Attach a question to a questionnaire
Create a questionnaire
Set a time limit
Set up a result group
About result groups
Working with questions
About questions
Set up a question
Attach a question to a questionnaire
About conditional question hierarchies
Set up a conditional question hierarchy
Working with answers
About answers
About answer groups
Set up an answer group
Create an answer for an answer group
Set up points texts
Completing questionnaires
About completing a questionnaire
Complete a questionnaire
Distributing questionnaires
About distributing questionnaires
About planned answer sessions
End a scheduled questionnaire
Plan an answer session
Schedule a questionnaire
Evaluating results
About questionnaire statistics
Calculate statistics for a questionnaire
Print a result report
Setting-up questionnaire parameters
Set up questionnaire parameters
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