Microsoft Dynamics AX Role Centers

  • By Semra Tuzin
  • 07 Dec, 2017

Role Centers is a dashboard that can have transactional data, alerts, links, common tasks, reports and more. It contains Web parts which are located in zones. Web parts display data and allow the user to customize what data they would like to see. Web parts can be arranged into different web part zones on a page (Would you like this information to show on the right side, left side, Infolog, header, footer and etc.?). You can customize to show only information you are interested in. There are two types of views: personal and shared. Personal means that you are customizing the role center so only you can see the customized view. Shared is when everyone can view the customizations.

Types of Web parts

There are many different types of Web parts. Below is a list and description of some of them.

1. Business Overview : This Web part displays Online Analytical Processing (OLAP) measures and Key Performance Indicators (KPI). KPIs are business metrics that can be summarized in terms of a comparison, goal, value, and status. OLAP are data calculations across various time periods.

               i. Select this if, for example, you would like to compare this month’s sales to last month’s sales

2.   Connect: This web part connects you to Microsoft Dynamics CustomerSource and Microsoft Dynamics Community resources that help you use your Microsoft Dynamics products more effectively.

3. Cues: Cues are shortcuts to saved filtered views. You can select from pre-created Cues or create your own. When you click on a cue it will redirect you to the filtered data.

                 i. Select this if, for example, you would like to create a cue that will only show customers whose names start with an A. When you click on the cue it will redirect you to the All Customers list and show me only Customers whose names start with A. This can, also, be used to see open Sales Orders and etc.

4.   Financial Indicator List: This web part displays OLAP measures. It can also include optional budget measures that are compared against current measures to determine the budget variation.

5.   KPI List: This Web part displays KPI information

6.   List: This Web part displays multiple records in grids, or a series of rows and columns. You can sort the data in a list, use filters to display subsets of list items, and click links or Details icons to display specific records, if available.

7.   Quick Links:  This web part has access to quick lists such as pages, reports, websites frequently used and etc.

8.    Reports: This Web part displays report data from SQL Server Reporting Services (SSRS).

9.   Unified Work List: This Web part displays Workflow work items, tasks, alerts, and activities that you can act on or need to be notified about. Some items in the list, such as Workflow work items, might require action on your part, such as approving the work item or delegating it to another employee. Other items, such as alerts, might provide you with helpful information about a predefined event, such as a shipping date or details about a sales order.

Common how to’s for Role Center

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Inventory planners have a tough job, they need to make decisions on inventory based on incomplete data, for multiple items and warehousing locations. AX Forecasting is designed to help remedy some of the guess work by allowing customers to inform you of their expected needs, avoiding supply headaches and surcharges for late deliveries.

By Remington Hall 12 Dec, 2017

Convenience:  We give you an opportunity to learn from the comfort of your home, office, or client location. If you have an internet connection you are ready to learn!

 

Clarification:  Opportunity to ask questions with interactive, hands on answers.

 

Affordability:  We hold our webinars at no cost, saving you time, and money while avoiding travel.

 

Recorded:  We try to record every webinar, giving you the ability to share content with co-workers. Also allowing you to watch the webinar if you signed up but were unable to attend.

 

Knowledge: Gaining knowledge on something you weren’t familiar with before can always be beneficial whether it be applicable in the present or the future: Knowledge is power!

 

Learn from the Pros: Since webinars are time saving, companies are able to get their most knowledgeable employees to participate/ present these online presentations.

 

Just the beginning:  After attending a webinar, you are able to see if the topic is suitable for you. If so, we are able to simply schedule a more in-depth call or webinar with you individually.

 

Relevant Topics: You are able to know exactly what we will be discussing in the webinar before attending, if you see that you are not suitable for the webinar it is much easier exiting a tab than driving back to the office.

By Semra Tuzin 07 Dec, 2017

Role Centers is a dashboard that can have transactional data, alerts, links, common tasks, reports and more. It contains Web parts which are located in zones. Web parts display data and allow the user to customize what data they would like to see. Web parts can be arranged into different web part zones on a page (Would you like this information to show on the right side, left side, Infolog, header, footer and etc.?). You can customize to show only information you are interested in. There are two types of views: personal and shared. Personal means that you are customizing the role center so only you can see the customized view. Shared is when everyone can view the customizations.

By Sarah Breuls 05 Dec, 2017

When it comes to taxes in Sage 300 ERP, there are 4 main steps that need to be done

1. Tax Authorities – This is where you create the individual tax code with a configuration that will define whether the tax amount is to be added to the cost or has to be expensed out with it comes to purchasing. We also assign the liability account that will be used for transactions

2. Tax Classes – This is where you define the classes for each individual authority which is setup in step 1. Typically, it will have two classes one will be “taxable” and the other “non-taxable” this will be setup for Sales/Purchases, Customers/Items and Vendors/Items

3. Tax Rates – This is where you will define the rate of which the authority will calculate at for both Sales and Purchases

4. Tax Groups – This is where we can assign multiple tax authorities together as some transactions may need to have multiple tax codes calculate at once. This will also need setup for both Sales and Purchases

By Semra Tuzin 30 Nov, 2017

This report can be used to view the Gross Margin per Customer. It can also be used to view Sales for a particular day or date range. You can filter the report to show all customers, specific customer, Sales Order or even Item.

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In this blog, we will be discussing how to create and post trade agreements in Microsoft Dynamics AX via X++ code. This will be done via the PricePriceDiscJournalService , which is an AIF service.
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1.     General ledger  > Periodic  > Journals  > Periodic journals .

2.     Click on New.

3.     In the dropdown under Name click GLRECURRIN journal type.

4.     In the top ribbon click Lines.

5.     Click New.

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We often find ourselves needing to find more information on customers, transactions, balances, projects, and expenses. We want this information quickly and easily visible. Microsoft AX 2012 and Dynamics 365 visual grids exports to excel using a simple keyboard:

command, Ctrl T.

Take Customer Transactions as an example:

Navigate to the ALL Customers – Highlight the customer account to review the Transactions. And Select the Transaction Button

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When Implementing a new solution like Sage 300 or Microsoft Dynamics look at funding options for your business in Canada.

A funding program we partner with is the Canada Job Grant (CJG),  it helps cover training costs during an implementation based on the number of employees on staff and involved in the ERP Software training.  

By Semra Tuzin 14 Nov, 2017

1.       Accounts Receivable > Common > Customers > All Customers

2.       Double click the “Child” Customer. In this example the child is ABC Company 2 and the parent is ABC Company.

3.       Click Customer > Edit

4.       Scroll to the bottom and select the Invoice and Delivery tab

5.       Click on the dropdown menu and select the “Parent” Company

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