Content news: September
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ReportHi everyone,
Updated and new content for Microsoft Dynamics AX was posted to TechNet and MSDN on September 21st.
Because we are still working on filling out the documentation set we are publishing large numbers of topics. Therefore, this is the longest blog post I've ever written (or tried to encourage others to read).
The following table should give you an idea of the scope of the post. Because of the length of the post, the table also contains internal hyperlinks to take you to groups of topics.
|
Approximate number of topics published |
|
|
30 |
|
|
150 |
|
|
140 |
|
|
Topics Published on both MSDN and TechNet |
50 |
|
200 |
|
|
200 |
|
|
3 |
Note that for brand new sections like the License and Configuration Keys Reference, we provide a link to the top-level topic. For existing sections that contain new or updated topics, we link you to specific topics.
Also, topics are listed either in the order that they appear in the Table of Contents, or in alphabetical order.
As always, if you are curious about our general content strategy, where you can find our content, and how to give us feedback, see the post on Inside Dynamics AX: Official Dynamics AX 2012 Content.
System Administrator Topics
Administration. The following topics have been added to TechNet.
- Drain users from an AOS
- Overview of Enterprise Portal for Microsoft Dynamics AX
- Install Enterprise Portal Help content
- Manage Search security
Deployment. The following topics have been added to TechNet.
- Deploy multiple clients
- Deploy the client by using Group Policy
- Deploy the client by using Microsoft System Center Configuration Manager
- Include service packs and updates in the installation
Upgrade. The following topics are now available on TechNet:
- Upgrade reason codes
- Back up your data and customizations
- Copy application and label files to the target system
- Quickstart: Upgrade from Microsoft Dynamics AX 2009
- Quickstart: Upgrade from Microsoft Dynamics AX 4.0
Application User Topics
The following topics in the application user help on TechNet have been updated or added:
Configuring product-wide features
Accounts payable
- About payment types
- Key tasks: Vendor invoices
- Correct a vendor invoice that was matched to the wrong product receipt line
- Enter and post invoices in the Invoice register form
- Enter and post invoices for recurring expenses
- Create an XML payment file for vendors
- Create an electronic payment file for vendors
- Print vendor checks
- Generate and print vendor checks
- Redraw a promissory note
- Remit a promissory note
- Reorganize transactions
- Revalue foreign currency amounts for customers or vendors
- View the transactions of a foreign currency revaluation
- Post prepayment journal vouchers to prepayment accounts
- (USA) About year-end 1099 reporting
Accounts receivable
- (DNK) Configure Microsoft Dynamics AX for OIOUBL electronic invoicing
- (DNK) Set up customer accounts for OIOUBL electronic invoicing
- (DNK) Set up AIF for OIOUBL electronic invoicing
- (DNK) Set up a batch group for OIOUBL electronic invoicing
- (DNK) Set up batch processing for OIOUBL electronic invoicing
- (DNK) Set up recurring batch jobs
- (MEX) Customize Microsoft Dynamics AX to include the XML addenda element for a customer
- Post prepayment journal vouchers to prepayment accounts
- (DNK) Create and post a sales order invoice for a public sector customer
- (DNK) Post a project invoice with a payment slip
- (DNK) Create and post a credit note for a sales order for a public sector customer
- Key tasks: Free text invoices
- (DNK) Create and post a free text invoice for a public sector customer
- Reconcile a bank account
- Create an XML payment file for customers
- Create an electronic payment file for customers
- (CAN, USA) About customer payment journal reports
- (NOR) Create a payment proposal and import the OCR payments as Avtalegiro in the payment journal
- Redraw a bill of exchange
- Remit a bill of exchange
- Reorganize transactions
- Revalue foreign currency amounts for customers or vendors
- View the transactions of a foreign currency revaluation
- (ITA) Attaching sales tax book sections and sales tax books
- Print periodic customer statements
General ledger
- Set up a ledger
- Main account categories and analysis cubes
- (ESP) Import main accounts into a chart of accounts
- Post multiple journals
- Examples: Posting definitions
- Assign a tax exempt number to a customer
- (NLD) Set up electronic tax error messages
- (THA, SAU, GBR, IRL) Set up a withholding tax settlement period and attach a withholding tax code
- (THA, SAU, GBR, IRL) Create an item withholding tax group and attach a withholding tax code
- (THA, SAU, GBR, IRL) Set up a withholding tax authority
- (THA, SAU, GBR, IRL) Set up a ledger posting group and attach it to a withholding tax code
- (THA, GBR, IRL) Set up a withholding tax group and attach it to a vendor and customer
- (SAU) Generate the withholding tax reports
- Transfer opening balances to a new fiscal year
- About consolidation translation methods
- Include budgets in cash flow forecasts
- Prepare a legal entity for a currency conversion
- Finish the currency conversion
- (ITA) Generate the Yearly tax communication report
- Fiscal year closing checklist
Cost accounting
Fixed assets
Cash and bank management
- (BEL) Set up Microsoft Dynamics AX to integrate with the Isabel electronic banking software
- Reconcile a bank account
Procurement and sourcing
- Define and maintain the disallowed vendors list
- About settlement type for credit notes
- About calculating multiline discount on purchase order lines
- Key tasks: Vendor invoices
- Correct a vendor invoice that was matched to the wrong product receipt line
- Enter and post invoices in the Invoice register form
- Enter and post invoices for recurring expenses
- Create an XML payment file for vendors
- Create an electronic payment file for vendors
- Print vendor checks
- Generate and print vendor checks
- Redraw a promissory note
- Remit a promissory note
- Revalue foreign currency amounts for customers or vendors
- View the transactions of a foreign currency revaluation
- Reorganize transactions
Human resources
- Key tasks: Set up reference information for workers
- Specify absence information for a worker
- Create absence journals
- Transfer absence journals for approval
- About absence administration
- Approve or reject absences
Sales and marketing
Compliance and internal controls
Project management and accounting
- About setting up profit calculation
- About project groups
- About transaction types
- About invoiced revenue
- Set up a posting account
- Set up cost prices and sales prices
- About validation in projects
- View project transactions
- Create a sales order for a project
- Enter on-account invoice transactions
- (DNK) Create and post a project invoice for a public sector customer
- (DNK) Create and post a credit note for a project invoice for a public sector customer
- About project statements
Inventory and warehouse management
- Set up site and warehouse hierarchies
- About inventory recalculation and the general ledger
- View reservations on orders
- Complete pallet transports
- Receive transfer orders
- Picking methods
- About sales order information for shipping carriers
Product information management
- Concepts and data flow
- Parameters setup
- About modeling variables
- Create a formula rule
- About graphics in product models
Master planning
- About coverage settings
- Create a coverage group
- Set up a minimum/maximum key
- About planned purchase order lead times
- About master scheduling - site coverage, warehouse mandatory
- About master scheduling - demand explosion of a BOM version
- About master scheduling - site coverage, warehouse not mandatory
Production control
- About multisite - route validations
- Create production orders manually
- About reporting production orders as finished
Service management
Public Sector. The following topics have been published on TechNet.
- (FRA) About mandats de paiement (Public sector)
- (FRA) About titres de recette (Public sector)
- (FRA) Key tasks: Mandats de paiement and bordereaux de mandat (Public sector)
- (FRA) Key tasks: Titres de recette and bordereaux de titre (Public sector)
- (FRA) Maintain mandats de paiement (form) (Public sector)
- (FRA) Maintain titres de recette (form) (Public sector)
- Examples: Posting definitions (Public sector)
Developer Topics
The following topics have recently been published or updated on MSDN.
Microsoft Dynamics AX IDE
Application Object Tree (AOT)
- How to: Create the Cross-Reference System
- How to: Create and Use Labels
- Walkthrough: Testing a Class Using the Unit Test Framework
- How to: Categorize Test Cases Using Attributes
Application Object Server (AOS)
- Number Sequence Framework
- How to: Configure a Table for Search
- How to: Create a Query for Search
- Restarting Services for Search
Client
- Form Overview
- How to: Validate the Style of a New Form
- How to: Convert an Existing Form to a New Style
- How to: Add a Data Source to a Primary List Page
- How to: Specify the Default Action for the List Page Grid
- How to: Add Fields to the List Page Grid
- Walkthrough: Creating a List Page and Adding an Action Pane
- How to: Create an Action Pane Button
- Methods on a Form
- Data Sources for Forms
- Derived Data Sources
- Adding Account Numbers to a Form
- How to: Add a Segmented Entry Control to a Form
- Applying country specific functionality
- How to: Set a form control to be country specific
- Creating a Workflow Type
- Creating Workflow Tasks, Automated Tasks, and Approvals
- How to: Activate a Workflow from a Workflow Type
- How to: Activate a Workflow using the Sequence Number
- How to: Create a New Workflow Type
- How to: Create a Query for a Workflow Type
- How to: Create a SubmitToWorkflow Class
- How to: Create a Workflow Approval
- How to: Create a Workflow Automated Task
- How to: Create a Workflow Category
- How to: Create a Workflow Document Class
- How to: Create a Workflow Event Handler
- How to: Create a Workflow Task
- How to: Create a Workflow Task or Approval Event Handler
- Walkthrough: Adding Workflow to an Existing Form
- Walkthrough: Creating a Workflow Type
- Walkthrough: Creating a Workflow with a Task and an Approval
- Workflow Approval Checklist
- Workflow Approvals
- Workflow Automated Task Checklist
- Workflow Automated Tasks
- Workflow Events Overview
- Workflow Task Checklist
- Workflow Tasks
- Workflow Type Checklist
Integration with Microsoft Dynamics AX
- .NET Business Connector Overview
- Walkthrough: Integrate an Application with Microsoft Dynamics AX Using .NET Business Connector
- How to: Create Data Using .NET Business Connector
- Security and .NET Business Connector Applications
- Business Operation Framework (BOF)
X++ Language Programming Guide
- Variable Names
- Declaration of Variables
- Variable Scopes
- Accessor Methods
- X++ Compiled to .NET CIL
- X++ Scenarios that are Not Supported in CIL
AOT Properties
- Query Properties
- Security Code Permission Properties
- Security Duty Properties
- Security Policies Properties
- Security Privilege Properties
- Security Process Cycles Properties
- Document Property Metadata Reference
- Walkthrough: Creating Help Documentation
- Authoring Help Documents
- Description Element
- DocumentSets Element
- How to: Add a Publisher to the Web.Config File
- How to: Add Labels, Fields, and Menu Items to a Content Element
- How to: Create a Help Document using a Template
- How to: Create a Non-HTML Content Element
- How to: Create Table of Contents Entries
- How to: Replace Help Documentation
- Microsoft.Help.F1 Element
- Microsoft.Help.Id Element
- Microsoft.Help.Keywords Element
- Ms.Locale Element
- Publisher Element
- SuppressedPublishers Element
- TableOfContents Element
- Title Element
Enterprise Portal
- Enterprise Portal Appearance Overview
- How to: Add Image Files to Enterprise Portal Pages
- How to: Apply a SharePoint Theme
- How to: Connect Help for Pages
- How to: Create New SharePoint Themes
- How to: Modify Enterprise Portal Style Sheets
- How to: Add Elements to the Version Control Server
- How to: Add Rules for Elements
- How to: Associate a TFS Work Item with a Check-in
- How to: Check Elements into the Version Control System
- How to: Check Elements Out of the Version Control System
- How to: Configure Branching for Version Control
- How to: Connect Microsoft Dynamics AX to a TFS Proxy
- How to: Create a Repository
- How to: Delete Elements from the Version Control System
- How to: Develop While Not Connected to the Version Control Server
- How to: Install Prerequisites on the Server that Runs the Team Foundation Server Version Control System
- How to: Merge Branches
- How to: Rename AOT Elements in the Version Control System
- How to: Roll Back to a Previous Version of an Element
- How to: Set up Developer Computers for Version Control Using Team Foundation Server
- How to: Set up the Server that Runs the Team Foundation Server Version Control System
- How to: Synchronize Your Local Repository with the Version Control System
- How to: Use Label Files Under Version Control
Topics on Both TechNet and MSDN
The following topics have been added or updated on both TechNet and MSDN.
Models
- How to: Create a New Model
- How to: Specify the Current Model
- How to: Set the Default Model
- How to: Move AOT Elements between Models
- How to: View Model Information
- How to: Create a Project from a Model
- How to: Resolve Conflicts After Importing a Model
Deploying Customizations and Solutions by using Models and the Model Store
- AxUtil and Windows PowerShell Commands for Deploying Models
- How to: Export and Import a Model (Updated)
- How to: View and Verify Contents of a Model
- How to: View or Change the Manifest Properties of a Model
- How to: Create a New Model from the Command Line
- How to: Move the Contents of a Model to a New Model
- How to: Remove (Uninstall) a Model
- How to: Create, Drop, or Reinitialize a Model Store
- How to: List Models in a Model Store
- How to: Export and Import a Model Store
- How to: Optimize a Model Store for Runtime
- Walkthrough: Upgrading a Model
Reporting
The following section has been added to both TechNet and MSDN.
Additionally, the following topics have been added or updated on both TechNet and MSDN.
- What's New: Reporting for Developers in Microsoft Dynamics AX 2012
- How to: Access a Report for Edit
- How to: Add a Visual Studio Project to Microsoft Dynamics AX Version Control
- Report Data Overview
- How to: Define a Report Data Source
- How to: Define a Report Dataset
- Data Method Selector
- How to: Execute a Microsoft Dynamics AX Query in a Report Data Method
- How to: Group and Order Report Parameters in a Data Contract Class
- How to: Define a Nested Data Contract
- How to: Use an Enum as a Report Parameter
- Creating Reports Overview
- Considerations to Create a Report
- How to: Change the Default Number of Records that Display in the Report Preview
- Deploying Reports
Using Report Layout and Style Templates
- Predefined Layout and Style Templates
- How to: Create a Layout or Style Template
- How to: Apply a Layout or Style Template
Adding Interactive Features to Reports
- How to: Define a Report Parameter
- How to: Use an Enum as a Report Parameter
- How to: Define a Report with Dynamic Filters
- How to: Group and Order Report Parameters in a Data Contract Class
- How to: Define a Report Filter
Localizing Reports
- Report Localization Overview
- How to: Create and Use Labels
- How to: Use a Label in a Report
- How to: Customize a Report
Managing Reporting Services Reports using X++
- How to: Set the Print Settings
- Walkthrough: Creating a Report from an External Data Source
- Walkthrough: Creating a Matrix Report
- Walkthrough: Creating a Precision Design Report
- Considerations to Create a Report
Services
The section “Services and Application Integration Framework (AIF)” is now available on both MSDN and Technet.
Note that all topics that were formerly available on MSDN only now appear under “Services and AIF development.” The high-level table of contents is shown below.
Services and Application Integration Framework (AIF)
- Getting started with services and AIF
- Services and AIF architecture and planning
- Deploy Services and AIF
- Services and AIF operations
- Services and AIF development This section contains the topics that were formerly on MSDN under “Services & AIF” in the “Integration” section.
- Services and AIF security and protection New!
Updated and new topics about Services and AIF include:
Services and AIF architecture and planning
Services and AIF operations
- Managing integration ports
- Configure addresses for enhanced integration ports
- Configure the MSMQ adapter
- Configure processing options
- Processing batched messages in AIF
- Configuring AIF for change tracking
- Exporting and importing AIF integration port configurations
- Configuring network load balancing for services
- Configure an outbound integration port for payments
- Monitoring services and AIF
- Walkthrough: Exchanging documents by using the file system adapter
- Walkthrough: Transforming a document
- Walkthrough: Configuring integration ports for Office Excel import
- How to: Pass Data to a Service in the SOAP Header
- Best Practices: Application Integration Framework
Services and AIF security and protection
- About role-based security in services and AIF
- Security best practices for services and AIF
- Security architecture for Web services
- Standard Axd Documents. This topic has been updated to contain the complete list of valid Axd documents available in Microsoft Dynamics AX 2012.
Report Catalog
The following report topics are now available:
Accounts payable reports
- (ESP) Open payment documents report (VendOpenPaymDocu_ES)
- (FRA) Open promissory notes report (VendPromissoryNoteOpenTrans_FR)
- (FRA) Payment control report (VendOutPaymControl_FR)
- (ESP) Open cartera transactions report (VendPromissoryNoteOpenTrans_ES)
- (FIN) Payment control report (VendOutPaymControl_FI_FOR)
- (FIN) Payment control report (VendOutPaymControl_FI_LM)
- (ISL) Vendor invoice declaration report (VendOutInvoiceSumByDeclaration_IS)
- (USA) Duplicate taxpayer identification report (Tax1099DupTIN)
- (USA) Tax 1099 detail report (Tax1099Detail)
- (USA) Tax 1099 print options report (Tax1099Report)
- (USA) Tax 1099 summary report (Tax1099Summary)
- (CHE) Payment advice report (VendOutPaymAdvice_CHDTA)
- (CHE) Vergütungsauftrag report (VendOutPaymOrder_CHDTA)
- (CHE) Elektronischer Zahlungsauftrag report (VendOutPaymOrder_CHEZAG)
- (CHE) Payment advice report (VendOutPaymAdvice_CHEZAG)
- (ITA) Pagamento Fornitori (IT) report (VendOutPaymControl_IT)
- (FRA) Vendor account statement (France) report (VendAccountStatement_FR)
Accounts receivable reports
- Bill of exchange journal report (CustBillOfExchangeReport)
- COD report (CustCOD)
- Collection letter note report (CustCollectionJour)
- Collection letter overview report (CustCollectionLetterOverview)
- Customer auditor report (CustAuditor)
- Customer balance list report (CustProvisionalBalance)
- Customer base data report (CustBasedata)
- Customer currency conversion reconciliation report (CustLedgerReconciliation)
- Customer currency revaluation report (CustExchRateAdjustment)
- Customer interest note report (CustInterestNote)
- History by customer transaction report (CustLedgerTrans)
- Open transactions report (CustTransOpenPerDate)
- Payment step process report (CustPaymManStepPosting)
- Reimbursement report (CustReimbursement)
- Transactions report (CustTransList)
- Voided payment transactions report (CustPaymManUnpaid)
- (CAN, USA) Customer posted payment journal report (CustPostPaymJournal_NA)
- (DNK) Betalingsservice Basis-returformat (DK) report (CustPaymReconciliationPrint_DK_BS)
- (MEX) Einvoice monthly report (EInvoiceReport_MX)
- (ESP) Open cartera transactions report (CustBillOfExchangeOpenTrans_ES)
- (FRA) Payment control report (CustOutPaymControl_FR)
- (FRA) French bill of exchange remittance report (CustOutPaymControl_FR_LCR)
- (ITA) Payment control report (CustOutPaymControl_IT)
- (MYS) Customer balance list with payments in transfer report (CustBalanceList_MY)
- (FRA) Customer account statement report (CustAccountStatement_FR)
- (NOR) Payment lines report (CustVendPaymJournal)
- (NOR) Setup report (BankPaymIdTypesSetup_NO)
- (SWE) Payment slip report (Giro)
- (CHE) Payment advice report (CustOutPaymAdviceCH_DebitDirect)
- (CHE) Import file report (CustInPaymentCH)
- (CHE) Payment advice report (CustOutPaymAdviceCH_LSV)
- (CHE) LSV+ Einzugsauftrag report (CustOutPaymOrderCH_LSV)
- (FRA) Option/Notification report (CustOutPaymLetter_FR)
Cash and bank management reports
- Bank payment summary by vendor report (BankPaymentByVendor)
- Bank statement report (BankAccountStatement)
- Deposit summary by date report (BankDepositByDate)
- (SAU) Letter of credit misc charges report (BankLCMiscChargeReport_SA)
Compliance and internal controls reports
- Energy consumption Role Center report (EMSEnergyConsumption)
- Energy consumption (report) (EMSEnergyConsumptionDetail)
- Energy cost by energy type report (EMSEnergyCost)
- Energy cost Role Center report (EMSEnergyCostGraph)
- Greenhouse gas emissions (report) (EMSGreenhouseGasEmissionsByProcess)
- Greenhouse gas emissions Role Center report (EMSGreenhouseGasEmissions)
- Substance entry report (EMSSubstanceEntry)
Fixed assets reports
- Fixed asset additions report (AssetAddition)
- Fixed asset balances report (AssetBalances)
- Fixed asset transactions report (AssetTransactionListing)
- (NOR) Tax statistics for fixed assets report (AssetTaxStatistic)
General ledger reports
- Sales tax by vendor report (TaxAmountByVendor)
- Sales tax payment by code report (TaxReportById)
- Sales tax reporting codes report (TaxCodeReportSetup)
- Withholding tax transactions report (TaxWithholdTrans)
- (AUS) Print Australian BAS report (TaxReport_AU)
- (DEU) German journal list report (LedgerJournalizeReport_DE)
- (MEX) Purchase tax report (TaxVATDetailedReport_MX)
- (SAU) Assets and depreciations (AssetsDepreciation_SA)
- (SAU) Main Zakat report (LedgerMainReportZakat_SA)
- (SAU) Provisions and reservations report (LedgerProvisions_SA)
- (SAU) Revenue for main activity report (LedgerRevenueActivity_SA)
- (SAU) Zakat activity report (LedgerActivityZakat_SA)
- (SGP) Singaporean sales tax report (TaxReport_SG)
- (ITA) Sales tax (Italy) report (TaxReport_IT)
- (ESP) Print report (LedgerOpeningReport_ES)
- (MEX) Inflation adjustment report (InfAdjCapital_MX)
- (MEX) Inflation adjustment report (InfAdjInventory_MX)
- (MEX) Inflation adjustment report (InfAdjRepomoPL_MX)
- (GBR) Print report report (TaxReport_UK)
- (ITA) Italian black list report (BlackList)
- (MEX) Provisional ISR payment report (ISRDetailedDeclaration_MX)
- (MEX) Provisional ISR payment report (ISRProvisionalDeclaration_MX)
- (MEX) Simulation report (Simulation_MX)
- (AUT) Austrian annual sales tax report (TaxReportYearly_AT)
Inventory and warehouse management reports
Organization administration reports
- (AUT) Intrastat transactions report (IntrastatFormLetterAT)
- (DEU) Intrastat transactions report (IntrastatFormLetterDE)
- (ESP) Intrastat transactions report (IntrastatFormLetterES)
- (FRA) Form FR report (IntrastatFormLetterFR)
- (GBR) Intrastat transactions report (IntrastatFormLetterUK)
- (NLD) Intrastat transactions report (IntrastatListNL)
- (GBR) List UK report (IntrastatListUK)
- Intrastat transactions report (IntrastatFormLetter)
- (ESP) Intrastat transactions report (IntrastatListES)
- EU reporting report (EUSalesListReporting)
Procurement and sourcing reports
- (CAN, USA) Open purchase order lines report (VendPurchOpenLines_NA)
- Categories report (ProcCategory)
- Commodity codes by category report (ProcCategoryCommodityCode)
- Request for quotation reply follow-up report (PurchRFQReplyFollowUp)
- Request for quotation item/vendor report (PurchRFQItemVend)
- Request for quotation vendor/item report (PurchRFQVendItem)
- Rejected vendor requests report (VendRequestRejected)
- Spend by requester per ship to country/region report (VendSpendShipToLocation)
- Spend by vendor and legal entity report (VendSpendVendorLE)
- Spend by top vendors and invoice classification report (VendSpendTopInvoice)
- Top vendors by YTD purchases report (VendTopXVendorsByYTDPurchases)
- Vendor performance - requests for quotations report (VendorPerformance)
- Vendor requests report (VendRequest)
- Vendors by category report (ProcCategoryVendor)
- Vendors report (Vend)
Project management and accounting reports
- Category actual transactions report (ProjListTrans)
- Category cash flow report (ProjCashFlowCategory)
- Category consumption report (ProjConsumCateg)
- Category consumption (2 periods) report (ProjConsumCateg2Prd)
- Category consumption (actual vs. budget) report (ProjConsumCateg2Column)
- Category forecast transactions report (ProjListBudget)
- Category payroll allocation report (ProjPayrollCateg)
- Category payroll allocation (2 periods) report (ProjPayrollCateg2Prd)
- Category payroll allocation (actual vs. budget) report (ProjPayrollCateg2Column)
- Category profit and loss report (ProjProfitLossCateg)
- Category profit and loss (2 periods) report (ProjProfitLossCateg2Prd)
- Category profit and loss (actual vs. budget) report (ProjProfitLossCateg2Column)
- Category WIP report (ProjWIPCateg)
- Category WIP (2 periods) report (ProjWIPCateg2Prd)
- Category WIP (actual vs. budget) report (ProjWIPCateg2Column)
- Estimate projects report (ProjListProjWIPCustTable)
- Ledger posting setup report (ProjListProjPosting)
- Line property setup report (ProjListLineProperty)
- Project profit and loss report (ProjProfitLossProj)
- Project profit and loss (2 periods) report (ProjProfitLossProj2Prd)
- Project profit and loss (actual vs. budget) report (ProjProfitLossProj2Column)
- Project WIP report (ProjWIPProj)
- Project WIP (2 periods) report (ProjWIPProj2Prd)
- Project WIP (actual vs. budget) report (ProjWIPProj2Column)
- Worker/item profit and loss report (ProjProfitLossEmpl)
- Worker/item profit and loss (2 periods) report (ProjProfitLossEmpl2Prd)
- Worker/item profit and loss (actual vs. budget) report (ProjProfitLossEmpl2Column)
- Worker/item WIP report (ProjWIPEmpl)
- Worker/item WIP (2 periods) report (ProjWIPEmpl2Prd)
- Worker/item WIP (actual vs. budget) report (ProjWIPEmpl2Column)
Public sector reports
- (FRA) Bordereau de mandat report (Public sector) (VendRoutingSlipReport_PSN)
- (FRA) Bordereau de titre report (Public sector) (CustRoutingSlipReport_PSN)
- (FRA) Mandat de paiement report (Public sector) (VendDirective_PSN)
- (FRA) Titre de recette report (Public sector) (CustDirective_PSN)
Sales and marketing reports
- Activity analysis report (smmActivityAnalyses)
- Average call duration report (smmPhoneAverage)
- Campaign response frequency report (smmCampaignResponseFrequency)
- Customer/item statistics report (smmSalesCustItemStatistics)
- Lead analysis report (smmLeadsAnalysis)
- Lead summary by source type report (smmLeadSummaryBySourceType)
- New leads trend report (smmNewLeadsTrend)
- Month over month closing trend report (smmPipelineMonthOverMonthClosingTrend)
- Pipeline analysis report (smmPipelineAnalysis)
- Pipeline by process stage report (smmPipelineByProcessStage)
- Prospect turnover report (smmProspectsTurnover)
- Sales analysis report (SalesAnalysis)
- Sales targets report (smmSalesTarget)
- Sales vs. target report (SalesVsTarget)
- Telemarketing summary report (smmTMCallListTelemarketingSummary)
- Top customers by YTD sales report (CustTopCustomersbyYTDSales)
- Win/Lose analysis report (smmPipelineWinAnalysis)
- My cases Role Center report (Case_MyCases)
- Lead summary by source type detail (report) (smmLeadSummaryBySourceTypeDetail)
- Lead summary by source type Role Center report (smmLeadSummaryBySourceTypeRC)
- Pipeline by process stage detail (report) (smmPipelineByProcessStageDetail)
- Pipeline by process stage Role Center report (smmPipelineByProcessStageRC)
- (CAN, USA) Gross margin by item report (CustGrossMarginbyItem_NA)
- (CAN, USA) Gross margin by customer report (CustGrossMarginbyAccount_NA)
- (SWE) Customer/item statistics report (SalesOrderEntryStatistics)
System administration reports
- Named user license count report (SysUserLicenseCountReport)
- Record level security report (SysRecordLevelSecurity)
- Size of company accounts (SysCompanySize)
- Synchronization information report (SysSqlSyncInfo)
- Users online time report (SysUsersOnline)
Travel and expense reports
- Dispute audit trail report (TrvDisputeAuditTrail)
- Estimated versus actual expenses report (TrvEstimatedVsActualExpenses)
- Expense types per employee report (TrvCost)
- Expenses with tax recovery report (TrvExpenseTaxRecoverableReport)
- Mileage per employee report (TrvMileage)
- Per diem per employee report (TrvAllowance)
- Personal expenses report (TrvPersonalExpenses)
- Posted dispute transactions report (TrvPostedDisputeTransactionsReport)
- Posted transactions report (TRVExpenseSettlementReport)
- Statistics on cost groups report (TrvCostStatistics)
- Travel requisition summary report (TrvRequisitionSummary)
- Employee barcode cover report (TrvEmployeeBarcodeCoverReport)
- Expense reports report (TrvExpense)
- Expense report barcode cover report(TrvExpReportsBarcodeCoverReport)
License and Configuration Key Reference
The topics in this new resource provide descriptions of the Microsoft Dynamics AX license codes and their associated configuration keys: License Code and Configuration Key Reference.
The following licensing-related white papers have been published on CustomerSource and PartnerSource:
- Implementing ISV Licensing in Microsoft Dynamics AX
- Microsoft Dynamics AX 2012 Security Roles & Licensing
White Papers
New white papers include:
- Windows Event Tracing in Microsoft Dynamics AX (White paper) (Microsoft Download Center)
- Implementing ISV Licensing in Microsoft Dynamics AX (CustomerSource/PartnerSource)
- Microsoft Dynamics AX 2012 Security Roles & Licensing (CustomerSource/PartnerSource)
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