General

Specify whether Enterprise Portal uses category browsing, which automatically filters documents by creating category groups.

Documents

For each document category, select the modules that the documents will be displayed in, and the types of external users who can access the documents. By setting these options, you define how documents are displayed in Enterprise Portal.

Administrator

The parameters on this tab do not apply to this version of Microsoft Dynamics AX.

Number sequences

Specify number sequences, which determine how voucher numbers, invoice numbers, and journal numbers are automatically assigned across the entire Microsoft Dynamics AX system.

The number sequence codes are set up in the Number sequences form.

Category browsing

Category browsing automatically filters documents by creating category groups. These groups are displayed in Enterprise Portal as a link, which is known as a category link. If you select this check box, each category link also indicates the number of records (documents) that exist for each category group.

If you select this check box, performance for Enterprise Portal and Microsoft Dynamics AX might be negatively impacted.

Document categories

Select a document category.

Show document

Select whether to view overview, detail, or both types of information for the documents in a particular category:

• Overview– View a grid that lists more than one record.

• Details– View one record only.

Customers

Select this check box if documents from the selected category should be available in the Customersmodule in Enterprise Portal.

Vendors

Select this check box if documents from the selected category should be available in the Vendorsmodule in Enterprise Portal.

Items

Select this check box if documents from the selected category should be available in the Itemsmodule in Enterprise Portal.

Sales orders

Select this check box if documents from the selected category should be available in the Sales ordersmodule in Enterprise Portal.

Purchase order

Select this check box if documents from the selected category should be available in the Purchase ordermodule in Enterprise Portal.

Projects

Select this check box if documents from the selected category should be available in the Projectsmodule in Enterprise Portal.

Online customer

Select this check box if documents from the selected category should be available to customers who have access to Enterprise Portal.

Online vendor

Select this check box if documents from the selected category should be available to vendors who have access to Enterprise Portal.

Number of days

Enter the number of days that documents should be included in the list of latest documents.

Reference

There are three reference types:

• Sales basket– Enterprise Portal users can create sales orders using the sales basket. The information from the sales basket is converted to a sales order when the user clicks Finish. The sales basket ID is not transferred to the sales order.

• Sales quotation basket– Enterprise Portal users can create sales quotations using the sales quotation basket. The information from the sales quotation basket is converted to a sales quotation when the user clicks Finish. The sales quotation basket ID is not transferred to the sales quotation.

• Registration number– Users who access your organization's public Enterprise Portal site can register as customers. They are then assigned registration numbers.

Number sequence code

Select the number sequence that you want to associate with the current reference. The number sequence code must exist in the Number sequences form.

• Sales basket– This number links the sales order header with sales order lines entered in the sales basket in Enterprise Portal.

• Sales quotation basket– This number links the sales quotation header with the sales quotation lines entered in the sales quotation basket in Enterprise Portal.

• Registration number– When a potential customer completes the registration process, the request is assigned a unique number, which is determined by this number sequence.