Table of Contents

Introduction

0-1

Welcome ............................................................................................................ 0-1

Microsoft Dynamics Courseware Contents ........................................................ 0-2
Documentation Conventions .............................................................................. 0-3
Student Objectives ............................................................................................. 0-4

Chapter 1: Number Sequences

1-1

Objectives ........................................................................................................... 1-1

Introduction ......................................................................................................... 1-1
Overview ............................................................................................................ 1-2
Set Up and Administration .................................................................................. 1-4
Extensibility Scenarios ..................................................................................... 1-10
Using Number Sequences in Forms ................................................................ 1-19
Lab 1.1 - Implement a New Number Sequence ............................................... 1-22
Summary .......................................................................................................... 1-31
Test Your Knowledge ....................................................................................... 1-32
Quick Interaction: Lessons Learned ................................................................. 1-33
Solutions ........................................................................................................... 1-34

Chapter 2: Framework Features

2-1

Objectives ........................................................................................................... 2-1

Introduction ......................................................................................................... 2-1
Event Handlers for Customization ...................................................................... 2-5
Integration with Microsoft Dynamics AX ........................................................... 2-16
Interop to X++ ................................................................................................... 2-23
Interop from X++ .............................................................................................. 2-30
Deploy .NET Assemblies for Interop ................................................................ 2-40
Summary .......................................................................................................... 2-45
Test Your Knowledge ....................................................................................... 2-46
Quick Interaction: Lessons Learned ................................................................. 2-48
Solutions ........................................................................................................... 2-49

Chapter 3: Application Foundation Features

3-1

Objectives ........................................................................................................... 3-1

Introduction ......................................................................................................... 3-1
Global Address Book .......................................................................................... 3-2
Extensible Data Security Policy Framework ..................................................... 3-12
Lab 3.1 - Extensible Data Security Policies ...................................................... 3-22
Financial Dimension Framework ...................................................................... 3-25
Organization Model Framework ....................................................................... 3-26
Case Management Framework ........................................................................ 3-34
Lab 3.2 - Extend Case Management ................................................................ 3-44
Policy Framework ............................................................................................. 3-49
Summary .......................................................................................................... 3-59
Test Your Knowledge ....................................................................................... 3-60
Quick Interaction: Lessons Learned ................................................................. 3-62
Solutions ........................................................................................................... 3-63

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Development IV in Microsoft Dynamics AX 2012

Chapter 4: Use and Design of the Ledger Module

4-1

Objectives ........................................................................................................... 4-1

Introduction ......................................................................................................... 4-1
General Ledger Overview .................................................................................. 4-2
Chart of Accounts ............................................................................................... 4-8
Lab 4.1 - Create a System-Defined Dimension ................................................ 4-22
Journals and Transactions ............................................................................... 4-24
Lab 4.2 - Import Ledger Transactions .............................................................. 4-33
Budgeting Overview ......................................................................................... 4-39
Fixed Asset Overview ....................................................................................... 4-45
Summary .......................................................................................................... 4-49
Test Your Knowledge ....................................................................................... 4-50
Quick Interaction: Lessons Learned ................................................................. 4-52
Solutions ........................................................................................................... 4-53

Chapter 5: Use and Design of the Product Information Management

Module
5-1
Objectives ........................................................................................................... 5-1
Introduction ......................................................................................................... 5-1
Products ............................................................................................................. 5-2
Inventory Dimensions ....................................................................................... 5-13
Managing Inventory Policies ............................................................................ 5-19
Lab 5.1 - Product Information Management Workshop .................................... 5-22
Summary .......................................................................................................... 5-29
Test Your Knowledge ....................................................................................... 5-30
Quick Interaction: Lessons Learned ................................................................. 5-31
Solutions ........................................................................................................... 5-32

Chapter 6: Use and Design of the Inventory and Warehouse

Management Module

6-1

Objectives ........................................................................................................... 6-1

Introduction ......................................................................................................... 6-1
Reservations and Marking .................................................................................. 6-2
Inquiries and Transactions ................................................................................. 6-3
Inventory Journals ............................................................................................ 6-13
Lab 6.1 - Import Beginning Balances ............................................................... 6-17
Quarantine and Quality Management............................................................... 6-29
Other Functionality ........................................................................................... 6-31
Lab 6.2 - Inventory Blocking ............................................................................. 6-33
Summary .......................................................................................................... 6-42
Test Your Knowledge ....................................................................................... 6-43
Quick Interaction: Lessons Learned ................................................................. 6-45
Solutions ........................................................................................................... 6-46

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Table of Contents
Chapter 7: Use and Design of the Accounts Receivable and Accounts
Payable Modules
7-1
Objectives ........................................................................................................... 7-1
Introduction ......................................................................................................... 7-1
Customers .......................................................................................................... 7-2
Vendors .............................................................................................................. 7-6
Free Text Invoices .............................................................................................. 7-9
Vendor Invoices ................................................................................................ 7-12
Payments ......................................................................................................... 7-15
Lab 7.1 - Export Vendor Payments .................................................................. 7-25
Collections and Interest .................................................................................... 7-31
Bills of Exchange .............................................................................................. 7-33
Promissory Notes ............................................................................................. 7-35
Lab 7.2 - Transfer Balances ............................................................................. 7-37
Summary .......................................................................................................... 7-39
Test Your Knowledge ....................................................................................... 7-40
Quick Interaction: Lessons Learned ................................................................. 7-42
Solutions ........................................................................................................... 7-43

Chapter 8: Use and Design of the Sales and Purchase Modules

8-1

Objectives ........................................................................................................... 8-1

Introduction ......................................................................................................... 8-2
Sales and Purchase Orders ............................................................................... 8-2
Agreements ...................................................................................................... 8-11
Charges ............................................................................................................ 8-19
FormLetter Framework ..................................................................................... 8-23
Lab 8.1 - Add a Field to the Sales Invoice ........................................................ 8-37
Other Features ................................................................................................. 8-45
Summary .......................................................................................................... 8-50
Test Your Knowledge ....................................................................................... 8-51
Quick Interaction: Lessons Learned ................................................................. 8-52
Solutions ........................................................................................................... 8-53

Chapter 9: Use and Design of the Project Management and

Accounting Module

9-1

Objectives ........................................................................................................... 9-1

Introduction ......................................................................................................... 9-1
Projects .............................................................................................................. 9-3
Work Breakdown Structure ................................................................................ 9-9
Journals and Transactions ............................................................................... 9-11
Lab 9.1 - Warranty Item .................................................................................... 9-17
Budgets and Forecasting ................................................................................. 9-21
Project Contracts .............................................................................................. 9-27
Invoicing ........................................................................................................... 9-29
Lab 9.2 - Put an Invoice Proposal on Hold ....................................................... 9-32
Estimates and Revenue Recognition ............................................................... 9-36
Project Management and Accounting Add-In ................................................... 9-38
Summary .......................................................................................................... 9-39
Test Your Knowledge ....................................................................................... 9-40

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Development IV in Microsoft Dynamics AX 2012

Quick Interaction: Lessons Learned ................................................................. 9-42
Solutions ........................................................................................................... 9-43

Chapter 10: Use and Design of the Production Control Module

10-1

Objectives ......................................................................................................... 10-1

Introduction ....................................................................................................... 10-1
Bill of Materials ................................................................................................. 10-3
Routes .............................................................................................................. 10-8
Production Orders .......................................................................................... 10-11
Scheduling ...................................................................................................... 10-26
Planned Production Orders ............................................................................ 10-31
LEAN Manufacturing ...................................................................................... 10-33
Process Industries .......................................................................................... 10-37
Lab 10.1 - Bill of Material ................................................................................ 10-39
Summary ........................................................................................................ 10-42
Test Your Knowledge ..................................................................................... 10-43
Quick Interaction: Lessons Learned ............................................................... 10-44
Solutions ......................................................................................................... 10-45

Chapter 11: Workflow

11-1

Objectives ......................................................................................................... 11-1

Introduction ....................................................................................................... 11-1
Line-Item Workflows ......................................................................................... 11-2
Workflow Providers .......................................................................................... 11-4
Work Item Queues ......................................................................................... 11-10
Currency in the Condition Editor..................................................................... 11-16
Hierarchy Type Fields in the Condition Editor ................................................ 11-22
Lab 11.1 - Workflow Workshop ...................................................................... 11-25
Summary ........................................................................................................ 11-37
Test Your Knowledge ..................................................................................... 11-38
Quick Interaction: Lessons Learned ............................................................... 11-40
Solutions ......................................................................................................... 11-41

Chapter 12: Reporting

12-1

Objectives ......................................................................................................... 12-1

Introduction ....................................................................................................... 12-1
Reporting Features Overview ........................................................................... 12-2
Report Data Overview ...................................................................................... 12-4
Creating Basic Reports from a Query............................................................... 12-8
Lab 12.1 - Report Workshop .......................................................................... 12-21
Create a Precision Design Report from a Report Data Provider .................... 12-27
Manage Report Execution by Using X++ ....................................................... 12-36
Business Logic in Report Data Methods ........................................................ 12-43
Print Management .......................................................................................... 12-46
Summary ........................................................................................................ 12-55
Test Your Knowledge ..................................................................................... 12-56
Quick Interaction: Lessons Learned ............................................................... 12-58
Solutions ......................................................................................................... 12-59

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