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Microsoft Dynamics AX

Order Processor Role Center Reference for Microsoft Dynamics AX


The Order Processor is responsible for tasks such as processing sales orders and sales quotes, and monitoring delayed orders and upcoming orders. Users are assigned to Role Centers based on user profiles, which are sets of default information for a specific role in the organization. Each user is assigned to a user profile, and a Role Center is specified for each profile. Default user profile: OrderProcessor Role Center page name: EPOrderProcessorRoleCenter

Web parts
Role Center pages contain various pieces, or Web parts, that display information. This Role Center includes the following Web parts.
Name Type Displayed by default?

Delivery statistics My Links Cues

Dynamics Report Server Report (chart) Quick Links Cues

Yes Yes Yes

Quick links
Quick links Web parts display links to forms, reports, list pages, and Web pages, including Enterprise Portal pages. By default, links to Enterprise Portal pages are not displayed in the Microsoft Windows client for Microsoft Dynamics AX, unless otherwise noted. You can modify this display setting. For more information, see the Applications and Business Processes Help in Microsoft Dynamics AX. This Role Center includes the following quick links, which are displayed in the My Links Web part. Delivery performance - Links to the Delivery performance report in the Windows client or the Delivery performance page in Enterprise Portal On-hand inventory - Links to the On-hand inventory report in the Windows client (Inventory management > Reports > On-hand > On-hand inventory) Customers - Links to the Customers list page in the Windows client (Accounts receivable > Places > Customers) Microsoft Corporation 1

Microsoft Dynamics AX Item - Links to the Items list page in the Windows client (Inventory management > Places > Items) Sales order - Links to the Sales order form in the Windows client (Accounts receivable > Common Forms > Sales Order Details) Sales quotation - Links to the Quotation form in the Windows client (Accounts receivable > Common Forms > Sales Quotation Details) Return Order Details - Links to the Return orders form in the Windows client (Accounts receivable > Common Forms > Return Order Details)

Cues
Cues Web parts display Cues, which are visual representations of your workload that display an overview of your work items and other tasks that you need to complete. The Cues are saved filtered views of form or list page information. When you click a Cue, the associated form or list page opens and the filtered view is displayed. This Role Center includes the following Cues, which are displayed in the Cues Web part. Sales Orders of Type Journals - Displays the number of sales orders with a type of Journals. Where the Cue was created: Sales Orders of Type Journal list page in the Windows client (Accounts receivable > Places > Sales Orders > Sales Orders of Type Journal) Displayed by default? Yes New Sales Quotations - Displays the number of new sales quotations. Where the Cue was created: New Sales Quotations list page in the Windows client (Accounts receivable > Places > Quotations > New Sales Quotations) Displayed by default? Yes Sent Sales Quotations - Displays the number of sales quotations that have been sent. Where the Cue was created: Sent Sales Quotations list page in the Windows client (Accounts receivable > Places > Quotations > Sent Sales Quotations) Displayed by default? Yes Open Sales Orders - Displays the number of open sales orders. Where the Cue was created: Open Sales Orders list page in the Windows client (Accounts receivable > Places > Sales Orders > Open Sales Orders) Displayed by default? Yes

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Microsoft Dynamics AX Backorder Lines - Displays the number of sales order line items that are on back order; where the backorder date is today's date less one day. Where the Cue was created: Backorder Lines list page in the Windows client (Accounts receivable > Places > Backorder Lines) Displayed by default? Yes Shipped but not Invoiced Sales Orders - Displays the number of sales orders that have been shipped but not yet invoiced. Where the Cue was created: Shipped but not Invoiced Sales Orders list page in the Windows client (Accounts receivable > Places > Sales Orders > Shipped but not Invoiced Sales Orders) Displayed by default? Yes

Report
Dynamics Report Server Report Web parts display Microsoft SQL Server Reporting Services reports that provide information from the Microsoft Dynamics AX database or from cubes that are set up in SQL Server Analysis Services. Depending on how the information was created, drilldown functionality might be included so that you can view more details about the data. If the information is displayed from a cube, the cube will need to be refreshed before the information in the report or KPI will be refreshed. This Role Center includes the Delivery statistic report, which displays the percentage of on-time packing slip lines over a configurable period of time, and in configurable steps of time periods (days, months, years). This information is displayed in the Delivery statistics Web part. Type of Reporting Services report Chart Selection criteria Displayed from a cube? Yes (Sales Cube) Drilldown available? Yes Displayed by default? Yes

Based on: Confirmed Shipping Date Number of periods: 4 Period: month Site: ALL Item group: ALL Customer group: ALL

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Microsoft Dynamics AX Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Notwithstanding the foregoing, the licensee of the software with which this document was provided may make a reasonable number of copies of this document solely for internal use. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics Logo, SQL Server, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other product and company names mentioned herein may be the trademarks of their respective owners.

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