Bibliography. Literature. Other Sources

Transcription

1 Bibliography Literature Keith Dunkinson, Andrew Birch: Implementing Microsoft Dynamics AX 2012 with Sure Step 2012, Packt Publishing (2013) Mindaugas Pocius: Microsoft Dynamics AX 2012 Development Cookbook, Packt Publishing (2012) The Microsoft Dynamics AX Team: Inside Microsoft Dynamics AX 2012, Microsoft Press (2012) Scott Hamilton: Discrete Manufacturing Using Microsoft Dynamics AX 2012, Visions Inc. (2012) Scott Hamilton: Managing Your Supply Chain Using Microsoft Dynamics AX 2009, Printing Arts (2009) Marco Carvalho: Microsoft Dynamics AX 2009 Administration, Packt Publishing (2011) Microsoft Corporation [Ed.]: Help system in Microsoft Dynamics AX 2012 (2013) Microsoft Corporation [Ed.]: Course Introduction to Microsoft Dynamics AX 2012, MOC Courseware (2011) Other Sources A. Luszczak, Using Microsoft Dynamics AX 2012, DOI / , Springer Fachmedien Wiesbaden 2013

2 Index A Account (General ledger) 314, 317 Account structure 313, 316 Accounts for automatic transactions 150, 314, 320 Action message 251, 253, 256, 257 Action pane 14, 16 Action pane strip 16 Active Directory 9 Activities 386 Address 48, 66, 142 Delivery address 99, 142, 160 Invoice address 160 Address bar 11, 20 Address book 55, 56, 371 Address setup 58, 374 Adjustment (Cost price) 291 Advanced rule structures 317 AIF (Application Integration Framew.) 4 Alert rules 376 Allowed time (Route) 216 Approval Bill of materials 196, 199 Invoice register 336 Journal transaction 327, 331 Payment 126, 338 Purchase order 101 Purchase requisition 91 Approval workflow 123, 327, 334 Approved vendor 79 Area page 13, 20 Arrival overview 113 Authentication 9, 362 Authorization 362 Auto-report 41, 44 B Balance sheet 305 Balancing dimension 314, 315 Bank account 321 Batch number 272, 274 Batch processing 44, 380 Bill of materials (BOM) 196 Activation 199 Approval 196, 199 Version 197 Blanket order 107, 152 Block Inventory blocking 301 Item (Product) 79 Payment 335, 338 Period 308 Product 145 Vendor 65 BOM designer 200 BOM line 198, 200, 237 Breadcrumb bar 11 Bridging posting 340 Business Intelligence 3 Business unit 354 C Calendar 205, 374 Cancel Inventory registration 113 Order 103, 156 Packing slip 174 Picking List 170 Product receipt 115 Capability (Resource) 206, 216 Capacity Available capacity 207 Capacity unit 209, 216 Finite capacity 208 Case management 385 Cash discount 70, 322, 339 Cash on delivery 70 Catch weight 77, 272 Category 74, 77, 144, 347 Centralized payment 340 Change management 86, 101 Charge 99, 134, 162 Charges code 162 Price charge 81 A. Luszczak, Using Microsoft Dynamics AX 2012, DOI / , Springer Fachmedien Wiesbaden 2013

3 398 Index Chart of accounts 314 Checkbox 27 Collective invoice 126, 177 Color (Product) 274 Command bar 11, 16 Common tasks 20 Company account 21, 48, 354, 357 Configuration (Product) 274 Confirmation dialog 49 Consolidated picking 166, 168, 171, 277 Consumption (Production) 227, 228, 233 Contact information 56, 67 Content pane 13 Copy Bill of materials 199 Copy-Paste 45 Purchase order 100 Cost category 215, 220, 349 Cost center 312 Cost group 215, 219 Cost price 78, 195, 279 Costing 234 Costing sheet 220, 224, 235, 287 Costing version 215, 221, 279 Counting (Inventory) 298 Coverage code 252 Coverage group 79, 251 Create dialog 25, 77, 140 Credit limit 143 Credit note Purchasing 131 Sales 181 Cue 24, 35 Currency 12, 309 Currency converter 310 Customer 140, 322 Customer classification 168 D DAT company 358 Data partition 9, 12, 352 Database 7 Database log 52 Decoupling point 248, 253 Default order type 79, 194 Delete 26 Order 104, 156 Deliver remainder 103, 117 Delivery date 156, 302 Delivery note 173 Delivery terms 66 Department 312 Detail form 15, 24 Development environment 5 Dimension (Financial) 181, 312 Dimension group 77, 274, 295 Dimensions display 276, 283 Direct delivery 186 Discount 147, 161 Line discount 147 Multiline discount 149 Discount group 146 Document data sources 47, 385 Document handling 383 Due date 69 Duplicate address 56, 58, 65, 140 Duty 367, 368 Dynamic master plan 89 E Edit mode 16, 24, 26, 49 Efficiency percentage 208 Employee 365 Enterprise Portal 4 Enterprise search 11, 37 Error account 320 Error message 30 Estimation (production order) 224 Exchange rate 147, 309 Explosion (BOM) 159, 199, 259 Export to Excel 46 F FactBox 15, 16 Fast tab 16 Favorites 13, 20 Field group 27 Auto-report 52 FIFO 279, 287 Fill utility 52 Filter 31 Advanced 33 Clear 34 Save 35 Filter by field 36 Filter by grid 33, 48

4 Index 399 Filter by selection 32 Filter pane 14, 31 Financial dimension 181, 312, 330, 353, 360 Financial statement 319 Financial transaction 263, 281, 346 Find dialog 36 Firming time fence 253 Fiscal calendar 307, 374 Fiscal year 307 Fixed receipt price 279, 287, 288, 348 Flushing principle 195, 199, 227, 233 Forecast 241 Forecast model 241, 242 Forecast plan 243 Form (Detail form) 15, 24 Form configuration 49 Free text invoice 180, 341, 345 Futures message 251, 253, 256, 257 G General journal 328 General ledger 305 Global address book 55, 65, 66, 99, 140, 142, 353, 370 Go to main table 31 Grid check box 14, 45 Grid view 16 Gross requirement 246 H Help 37 Customize 38 Hierarchy designer 356 Home menu 22 I Income statement 305 Indirect costs 221 Infolog 30, 48 Input tax 66, 72, 99, 322 Instance 351 Intangible item 74, 77, 98 Intercompany 4, 340, 352, 354 Interunit accounting 314, 315 Inventory closing 282, 290 Inventory dimension 274, 293, 360 Coverage 254 Financial inventory 290 Pricing 81, 149, 275 Inventory forecast 245 Inventory model 278, 279, 287, 290 Inventory picking 169, 278, 281 Inventory posting setup 71, 75, 120, 271, 344, 346 Inventory registration 87, 110, 183, 278, 281, 303 Inventory transaction 98, 111, 118, 280 Inventory unit 78 Inventory valuation 132, 184, 286 Invoice 333 Free text invoice 180, 341, 345 General journal 333 Purchase invoice 122, 321, 333, 345 Sales invoice 175, 333 Invoice account 141 Invoice approval 336 Invoice discount 146, 149 Invoice inquiry 128, 176 Invoice journal 333, 334 Invoice pool 122, 335, 337 Invoice register 122, 335 Item (Product) 76, 145, 194, 266 Item allocation key 244 Item arrival journal 112, 114, 183, 297 Item coverage 79, 88, 195, 254 Item group 271, 347 Item model group 194, 270, 277 Inventory model 278, 279, 287, 290 Ledger integration 345 Picking requirements 168 Valuation method 279 Item price form 279 Item receipt 261, 287 Item return 115, 131, 181 J Jewel menu 11, 16 Job (Route) 225 Job card 231 Job scheduling 208, 225 Journal 20 Bill of materials 297 General ledger 326, 328 Inventory 295, 296 Invoice 333 Payment 338

5 400 Index Production 219, 228, 233 Journal type 326 L Language 48 Layer structure 6 Lean manufacturing 189 Ledger account 29, 314, 330 Ledger calendar 291, 308, 374 Ledger form 307, 310, 315 Ledger integration 71, 150, 162, 229, 343 Legal entity 21, 354, 357 LIFO 279, 287 Line number 97 Line type (BOM) 199 List page 13, 24 Location 274, 293, 294 Logon 9 Lookup field 28 M Main account 29, 314, 317, 330 Main account category 319 Main vendor 79 Make-to-stock 248 Marking 132, 185, 290 Master data 8, 59, 135, 189, 261 Master plan 249 Master planning 87, 239, 247 Dynamic plan 248 Static plan 248, 251 Master Scheduling 255 Material requirements 60, 190 Material where-used 201 Minimum quantity 88, 252, 254 Mode of delivery 143 Module 19, 22 MorphX 5 Moving average 279, 288, 348 Multisite functionality 360 N Navigation pane 13, 18 Negative inventory 278 Net requirement 88, 256, 258 Notification 12, 377, 382 Number sequence 372 O Office add-in 45 One plan strategy 248, 251 One-time vendor 68 Open transaction 69, 133, 321, 337 Operating unit 354 Operation 198, 210 Operation relation 210, 212, 213, 214 Operations planning 87, 239 Operations scheduling 203, 207, 225 Order type 155 Organization hierarchy 356 Origin (Transaction) 120, 130, 176, 319 Output order 166, 171, 278 Over delivery 118 Overhead margin 221 P Packing slip 173 Packing slip inquiry 174 Pallet 112, 274 Parameters General 375 Production 219, 349 Partial delivery 116 Partition 352 Party 55, 65, 140, 353 Payment 337 Approval 126, 338 Payment method 339 Payment proposal 338 Payment terms 69 Period 307, 374 Periodic journal 331 Permission 362, 367, 369 Personalization 50 Phantom item 195, 199, 225 Physical transaction 262, 281, 345 Picking 169, 278, 281 Picking list 169 Production 227, 229 Sales 166 Planned order 60, 257 Planned production order 218 Planned purchase order 87 Pop-up menu 30 Post and print 41, 104 Postal address 56, 66, 99, 142

6 Index 401 Postal code 67 Posting form 104 Direct delivery 187 Invoice 175 Order confirmation 165 Packing slip 173 Product receipt 114 Vendor invoice 124 Posting layer 328 Posting profile 72, 140, 344 Price calculation 224, 234 Calculation group 196 Price group 160 Price unit 80 Price variance 126 Pricing 80, 160 Print 40 Destination 42 Filter 42 Print preview 43 Print archive 43 Print management 105, 107, 143, 165 Privilege 367, 369 Pro forma document 105 Process cycle 368 Process manufacturing 189, 194, 200, 222 Procurement category 74, 77, 98, 333 Product Inventory 266 Production 194 Purchasing 76 Sales 145 Product category 347 Product master 77, 194, 268, 280 Product receipt 109, 113, 262, 345 Product receipt inquiry 119 Product type 268, 348 Production group 350 Production journal 228 Production order 218 End 234 Release 227 Start 227 Status 218 Production order processing 189 Production papers 227 Production type 78, 194, 200, 222 Production unit 203, 361 Prospect 153 Purchase agreement 107 Purchase order 85, 94 Purchase order status 118, 128 Purchase requisition 60, 90 Purchase type 94 Purchasing policy 90, 91 Purchasing process 59 Q Quantity on hand 283 Quarantine 277, 300 Queue (Work item) 380, 382 Quotation 153 R Receipt Invoice 122 Product 109 Receipts list 110 Receive now 116 Record template 52, 267 Reduction key 250, 253 Refund 134, 185 Registration (Inventory) 87, 110, 183, 278, 281 Release order 108 Release picking 167, 169 Released product 78, 267 Rename 51 Replacement (Credit note) 132 Report as finished 232 Report form 41 Reporting 3 Reprint 106 Request for quotation 60, 90, 91, 92, 258 Requirement (Material) 88, 258 Requirements (Material) 60, 190 Resource 206, 349 Resource group 203, 206 Returned order 132, 181 Reversal (Transaction) 341 RFQ (Request for quotation) 92 Role (Party role) 57, 371 Role (Security) 363, 367 Role center 13, 23, 364 Role-based security 366

7 402 Index Route 209 Complex sequence 211 Simple sequence 211 Route card 231 Route group 214, 225, 231 Route network 211, 213 Run as 9 Run time (Route) 216 S Sales agreement 152 Sales category 74, 144 Sales forecast 241, 244 Sales order 152 Sales order processing 135 Sales price 146 Sales quotation 153 Sales tax 322, 327 Save record 26 Scenario 242, 247 Scheduling parameter 207, 219 Scroll bar 14 Search functionality 36 Secondary operation 206, 211, 213 Security role 23, 363, 367 Segmented entry control 29, 313, 330 Segregation of duties 370 Serial number 272, 274 Service item 194, 237, 269, 348 Session date 12, 27 Settlement Customer transaction 322, 338 Inventory transaction 282 Vendor transaction 69, 133, 321 Setup time 216 Shipment 172 Shipping carrier 143 Simulation 248 Site 79, 274, 312, 360 Size (Product) 274 Sort records 36 Standard cost price 286, 288, 348 Status bar 12, 16, 49 Stocktaking 298 Storage dimension 360 Subcontracting 236 Subledger accounting 344 Sub-production 199, 225 Subsidiary 360 Summary account 72, 344 Summary update Invoice 177 Product receipt 115 Purchase order 106 Supplier 64 Supply forecast 245 Sure Step 4 T Table reference 28 Tag counting 299 Task recorder 388 Team 355, 370 Template 52, 267, 332 Terms of payment 69 Three-tier architecture 7 Title bar 10, 16 Total amount 126 Total discount 146, 149 Trade agreement 81, 146 Transaction Inventory transaction 280 Ledger transaction 319, 328 Transaction combination 347 Transaction data 8 Transaction origin 120, 130, 176, 319 Transaction settlement 69, 321, 338 Transfer journal 296 Transfer order 302 Travel button 11 Two plan strategy 248, 251 U Under delivery 117 Undo 26 Unit conversion 271 Unit of measure 78, 271 Unit of time 209 Usage data 35, 49 User 352, 362 User groups 366 User options 9, 25, 48, 364 User profile 23, 364 User relation 364 User template 53

8 Index 403 V Valuation method 279, 287, 290 Value lookup 28 VAT (Value added tax) 66, 322 VAT Reg No 66, 358 Vendor 64, 321 Vendor group 72 Vendor invoice 122, 321, 333, 345 View details 29 Virtual company account 359 Voucher principle 8, 61, 191 Voucher template 332 W Warehouse 274, 293 Web interface 4 Weighted average 279, 287 WIP (Work in progress) 191, 229, 234 Work item 381 Work item queue 380, 382 Worker 365 Workflow 3, 378 Workflow editor 378 Working time registration 231 Working time template 205 Workspace 13, 21 X X++ 6 Z ZIP code 67