Microsoft Navision Axapta V3.

0
Advanced Administration

Microsoft Navision Axapta V3.0
Advanced Administration

NOTICE This material is for informational purposes only. Microsoft Business Solutions ApS disclaims all warranties and conditions with regard to use of the material for other purposes. Microsoft Business Solutions ApS shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract, negligence or other action arising out of or in connection with the use or performance of the material. This material is subject to change without notice. According to Danish copyright legislation it is against the law to reproduce any part of this material in any form or by any means without the permission of Microsoft Business Solutions ApS. The software described is supplied under license and must be used and copied in accordance with the enclosed license terms and conditions. COPYRIGHT NOTICE Copyright  2002 Microsoft Business Solutions ApS, Frydenlunds Allé 6, 2950 Vedbaek, Denmark. All rights reserved. TRADEMARKS The trademarks referenced herein and marked with either TM or  are either trademarks or registered trademarks of Navision a/s or Navision Development a/s. However, the trademarks Microsoft, Windows, Windows NT, SQL Server and BackOffice are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Any rights not expressly granted herein are reserved. The trademarks of Navision a/s and Navision Development a/s are listed on this Web site: http://trademarks.navision.com/ The Arial font was used. Published by Microsoft Business Solutions ApS. Published in Denmark 2002.

1 The purpose of document Management 4-2 4.1 Description of the case company 1.6 Exercises 4-4 4-6 4-7 4-11 4-12 .TABLE OF CONTENTS LESSON 1.1 Introduction 2.2 Presentation of tasks 1-1 1-1 1-2 LESSON 2.2 Exercises 2-1 2-2 2-3 LESSON 3.4 Document types 4.5 Document handling overview 4. DOMAINS 2. CASE INTRODUCTION 1. DOCUMENT MANAGEMENT 4-1 4.3 Word templates 4.2 Exercises 3.3 Row level security 3-1 3-2 3-3 3-6 LESSON 4.2 Setting up document Management 4.1 Introduction 3. SECURITY 3.

2 Individual reports and jobs 6. REPORT WIZARD 8.2 Importing from Excel 5.3 Additional job aid 5.4 Exercises 5-1 5-2 5-4 5-6 5-9 LESSON 6. BATCH JOBS 6.5 Exercises 6-1 6-2 6-3 6-6 6-8 6-10 LESSON 7.2 Database Log 7.3 Batch journals 6.4 Exercises 7-1 7-2 7-4 7-5 7-7 LESSON 8.1 The purpose of the log system 7.LESSON 5.1 Standard export import 5.3 Job Aids 7.1 The purpose of batch jobs 6.1 Using the report wizard 8. DATABASE LOGGING 7.2 The report structure 8-1 8-2 8-5 . IMPORT AND EXPORT 5.4 Adding reports to the available jobs 6.

2 Templates 11.4 Job Aids for the Cube Definitions form 12-11 12.2 Creating user menus 9-1 9-2 9-4 LESSON 10.5 Cube viewing using pivot tables 12-14 .2 Setting up OLAP 12.3 Creating cubes 12-1 12-2 12-5 12-7 12.8.1 Test Scenarios 10-1 10-2 LESSON 11.1 What is OLAP? 12.3 Synchronization 8.4 Exercises 8-6 8-9 LESSON 9.4 Administration tasks 11.3 Creating ASP clients 11. OLAP 12. TEST 10.1 Purpose and concept 11. USER SETUP 9.1 User setup on forms 9.5 Reports and periodic tasks 11-1 11-2 11-3 11-6 11-8 11-10 LESSON 12. ASP ADMINISTRATION 11.

DOMAINS 12. DOCUMENT MANAGEMENT 12.7 General setup guidelines 12.11 Exercise solutions I II APPENDIX D.12.8 Enabling country specific functionality 12. IMPORT AND EXPORT 12.13 Exercise solutions I II APPENDIX F. DATABASE LOGGING 12. USER SETUP 12.6 Exercises 12-16 APPENDIX A.9 Exercise solutions I II III V APPENDIX B.12 Exercise solutions I II APPENDIX E. BATCH JOBS 12.10 Exercise solutions I II APPENDIX C.14 Exercise solutions I II .

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Case Introduction The purpose of this lesson is to familiarize the learner with the scenario that he will be working within during the full course.Lesson 1. At the end of this lesson. you are expected to be able to: Define the tasks presented in the case company AX-300-ILT-019-v01.00-ENUS .

0. .Case Introduction 1-1 1. Refer to the document The Light Company for details about the company setup.1 DESCRIPTION OF THE CASE COMPANY The demo data used in this course is the standard Light Company demo data for Microsoft Navision Axapta version 3.

2 PRESENTATION OF TASKS The Light Company has decided to start up a new production line in the US containing lamps designed to build into the ceiling. as the workload has increased during the last year. They want to provide Axapta for these partners you are asked to prepare the system for this. . It has also been decided to use some of the Axapta functionality not previously used because the company is growing. This includes for example the document management functionality. Finally the light company is planning to move into the ASP market. The Light Company has a number of small partners helping them marketing and selling their products. At the same time the HR department is extended in HQ. You are a consultant called in to help the company implement the changes in Axapta. A new sales group in the US supports the new product line. and the logging functionality. the batch system. The following lessons in this course will take you through all the tasks.Case Introduction 1-2 1.

you are expected to be able to: Set up domains Attach company accounts to domains and give them the correct country specific functionality AX-300-ILT-020-v01. Domains At the end of this lesson.00-ENUS .Lesson 2.

and you completed a few exercises.1 INTRODUCTION In the Setup and Installation Essentials online course you were presented with the concept of domains and company accounts in Microsoft Navision Axapta. this lesson will not include any presentation or explanations. You are expected to be able to complete the following exercises.Domains 2-2 2. As the course is a prerequisite to this course. .

The ASP domain is for ASP clients. . and the US Company to the Atlantic domain. Exercise 3 Enable country specific functionality (discussion exercise) In the setup presented to you in the classroom. This means that all three countries have access to their own country specific functionality and the other two country’s country specific functionality.Domains 2-3 2. as each country should only be able to see the country specific functionality relevant to that country. This topic is covered in lesson 11.2 EXERCISES Exercise 1 Create domains Create the following domains: Nordic Atlantic ASP Exercise 2 Create company accounts Create the following company accounts: Light Company US Light Company SE Attach the DK (demo data company HQ) and the SE Company to the Nordic domain. the country specific functionality for the three relevant countries is enabled for the full installation. This is not the optimal solution.

in this exercise.Domains 2-4 The instructor will. lead the group in a discussion on how the optimal solution could be set up. .

Security The purpose of this lesson is to make the learner understand that the most important task when setting up permissions and restrictions is that of organizing the users correctly and deciding to what they need access.Lesson 3. Apply the relevant user rights to the user groups Understand the concept of row level security AX-300-ILT-021-v01.00-ENUS . At the end of this lesson you are expected to be able to: Organize a business area (a department) in relevant user groups Create user groups Set up security profiles Understand the concept of security keys and table restrictions.

this lesson will not include any presentation or explanations for these concepts. As the course is a prerequisite to this course. and user group permissions in Microsoft Navision Axapta. and you completed a few exercises. First you are expected to be able to complete the following exercises. .Security 3-2 3.1 INTRODUCTION In the Setup and Installation Essentials online course. user groups. you were presented with the concepts of users. The concept of row level security is however a new one and this lesson will provide you with the presentations and explanations needed to complete the exercises related to this concept.

In for example the HR department the following job profiles could be employed: · · · · HR Manager HR Consultant Secretary Organizational Consultant These profiles must be organized in groups and have access to both some common and some different application features. You should create 3 user groups for the Sales department. . and 2 user groups for the HR department. Start by creating the relevant user groups matching the roles in the departments. Look in the Main menu to get a functionality structure. Start by making a sketch on paper.2 EXERCISES Example A department typically consists of several different roles. Exercise 2 Consider access rights Specify on the same paper which part of the application to which each user group needs access. Hint: See suggestion later in this lesson.Security 3-3 3. Exercise 1 Organize user groups The Sales department in US and the HR department in DK (HQ) are specified as the two business areas that you need to organize and set up user rights for. Take into considerations that there are different domains.

Budget model (full control) HR assistant Nordic Employees .(full control) Accounts receivable Commission (edit) Inventory Management – Items (view) – Inventory module parameters (no access) – Transactions (view) – BOM (view) Creating user menus HR manager Nordic Employees General Ledger .Security 3-4 Suggestion User group name Marketing consultant Domain name Atlantic Needs access to Inventory Management (view) Setup (no access) Alternative item descriptions (create) Notes (create) Sales consultant Atlantic Sales order (full control) Free text invoice (full control) Document Management (full control) Customer table (edit rights to address and contact person) (View rights to account number and zip codes) Sales manager Atlantic General Ledger – Sales order lines including...Ledger budget (full control) .

Make sure that this is set up. and Number sequence group) in the Sales table. Exercise 4 Set up table restrictions It is very important that the users in the sales department – except for the Sales manager . Make sure that this is set up. Settlement type. and only view access to the information in the Credit limit field of the Customer table. Exercise 5 Set up form control restrictions The HR Manager decided that the HR assistants might not be able to see the transactions button on the Employee form. .do not have any access to the information in the Posting information (Posting profile. and set up the permissions.Security 3-5 Exercise 3 Set up in Axapta Create the user groups.

a wizard guides you through the selection of one user group and of one or more tables. This procedure is repeated per record. Row level security is set up from the Administration tab of the Main menu. Limited access to customers Specify that a certain user group within a company only has access to see customer numbers from 1000 to 4999. Setting up row level security When you create a new record in the Row level security form. a query can be set up. In the screenshot above. . and table.Pend-110. When you created the records you must click the Query button to set up ranges.Security 3-6 3. All items are registered in one items table shared between all the companies. user group. under Setup. then Security. and Row level security. A record is generated in the form per table. limiting data access for the specific combination. The American items have the numbers: P-Bulbs 40 E . Exercise 6 Set up row level security The Sales assistants in the US Company must only have access to see the items sold on the American market. only the Item table has been selected.3 ROW LEVEL SECURITY For each combination of company. Use the row level security functionality to set this up.

00-ENUS . Document Management The purpose of this lesson is to explore the possibilities when using the document management system in Microsoft Navision Axapta. At the end of this lesson participants should be able to: Create letters and attach files via the document management functionality Create a Word template to use for mail merging with Axapta Create new document types Understand the use of different file locations Understand the use of the relevant parameters AX-300-ILT-022-v01.Lesson 4.

or inventory transactions. which you attach to different records. You can create 4 types of documents: ∙ ∙ ∙ ∙ Note File Document in MS Word containing data transferred from Axapta Spreadsheet in MS Excel containing data transferred from Axapta You can transfer for example address information. etc.Document Management 4-2 4. . And also record centrally which documents each customer has received.1 THE PURPOSE OF DOCUMENT MANAGEMENT The document management system in Axapta enables you to create documents. credit information. vendors. for example customers. and method of payment.

. The department uses the document management functionality for this purpose. Instead of writing the customer information on each letter. To make Document Management function you must setup parameters and document types in Axapta as well as templates in MS Word. With the document Management function you can create an unlimited number of Word templates with codes specifying which field names from Axapta tables are to be inserted.Document Management 4-3 New set of rules The sales department is about to send out a letter to all the customers in California informing them of a new set of rules that have been implemented in Light Company Inc. the department chooses to merge the customer information already stored in Axapta with the letters created in Word. and be able to use the Document handling overview. Apart from this you must add the relevant tables to the document management system.

. you must add tables that should be available for document handling. Note When coming from a previous version of Axapta. The Archive directory is specified on the General tab of the Parameters form. for example. Information from these two sources is attached on the Number sequence tab of the Parameters form. and will be saved in a file library in the operating system. These tables will automatically be inserted.2 SETTING UP DOCUMENT MANAGEMENT Active document tables In the Active document tables form. lines in a Sales Order Journal. Select the Always enabled check box to allow edit of attached documents after update of. click the Update button to have the system check all tables that have used document handling before. You must create a directory in the operating system where Axapta can archive the documents you create. Parameters All documents created via the document management functionality will automatically get a name consisting of a number from a number sequence. located under the Document management folder under the Setup folder on the Basic tab of the Main menu.Document Management 4-4 4.

and a number sequence with the format DK########.doc. etc. then you always know where the documents come from. The individual documents you create are automatically assigned a number from a number sequence.Document Management 4-5 Note It is a good idea to create a directory for each company you have. .doc. If you use the standard number sequence. To adjust the document management setup to each company. In this way you know immediately from which company a document originates. You create a number sequence with the format SE########.doc. Number sequence formats You have two companies: Sweden and Denmark. the documents will be called 1. 3. Assign them in the respective companies to the Document file counter reference. we recommend that you create your own number sequences. 2.

you must insert a bookmark for each field value you want to transfer. When the template is finished you must save it as a . The text could for example be composed of a welcome letter to new customers.dot file. To insert the data from Axapta at the correct places in the template. The templates you create are by default stored in the general template library in Word.3 WORD TEMPLATES When you transfer data to MS Word you can do it directly to an empty document. In Word you can create the bookmarks as fields or locations: Fields Locations Insert from the Forms menu Insert from Insert/Bookmark . Creating templates in MS Word You create a template in Word by opening a new document and entering the text you want to include in the document.Document Management 4-6 4. but you can choose to save templates anywhere you want. (Corresponding bookmarks must be inserted in the document types in Axapta). or to a document created via a document template in MS Word.

Click the Options button on the form to open the Setup form in which you specify which tables this document type can be started from. and the tables from which data is drawn. located in the Document Management folder under the Setup folder on the Basic tab of the Main menu. You can also create documents that can transfer data from more than one table at once. There are various options: you can choose to attach a note. enclose a file. you create the individual document types and attach job types. or transfer data to MS Word or MS Excel. Consider the document types as templates with a fixed setup of tables and fields from where data is to be transferred.4 DOCUMENT TYPES When you attach documents to records in Axapta. The order is up to you.Document Management 4-7 4. Note You can create the document types first or you can create the word templates first. You can for example have one document type for transferring data from the Customer table and another one for the Items table. you do it by using document types. The Document types form In the Document types form. . but you have to create the document types you want to use for transfer of data to MS Word or MS Excel. The document types to notes and files are already created in the system.

for example: Letter or Contract (Max 10 characters). Creating document types When creating a new document type you must enter the following information: Field Type Description ID for the document type. If you select this checkbox. 3 of the job types transfer data to Word or Excel while the 2 last ones enclose notes or files. the document type can . Group You must divide your document types into 5 groups: Note. Name Job description For example Welcome letter. Notes as well as files can be used for all records in all tables. Check table On the General tab of the Document types form there is a checkbox called Check table. Document. Image. File. You can use the field as a filter for your document types. or Standard contract. or Worksheet. Right-click the field and select Filter to see only the document types of in this specific group. Select the Type of job (see figure of 5 job types above) you want to use for the document.Document Management 4-8 Job types As you can see. The types Note and File are created by default.

If you do not select the checkbox. you specify that the Stdletter document type can be called from forms attached to the Customer table. Note You set up the details per document type. . Select the relevant document type. and click the Options button. Setting up tables and fields In the Setup form.Document Management 4-9 only be activated from forms attached to the tables you specify via the Options form. Check table You created a new document type with the Id Stdletter. activated by the Options button on the Document types form. you specify that Stdletter only can be activated in the Document handling form from forms attached to the Customer table. From the Options button on the Document type form. and the tables and fields from where you want to transfer data. you set up the relations between your document types. By selecting the checkbox Check table. the tables and forms they can be activated from. This document type must transfer data from the Customer table to Word. the document type can be activated from all other forms as well. Note The standard document types File and Note do not have a checkmark in this field by default.

. you specify the Axapta tables and fields from where data should be transferred. you can transfer data directly to empty Word documents. and the field values will be transferred one by one in the order you set up. Note You can transfer information from tables other than the ones listed on the Overview tab. In that case you do not specify a bookmark name. On the General tab. You must also manually specify the name of the bookmark used in the Word template for this specific value. you specify the tables to which document references can be created for the current document type. You do not have to use a Word template with bookmarks.Document Management 4-10 On the Overview tab. From the Edit button you can open the attached template file directly. The listed tables must merely be related to this/these tables.

Select also the Update toolbar line button to make sure that the Document handling icon will indicate that a note or document is attached to a specific record when the record is selected. You do that from the General tab of the Options form (activated from the Tools menu in Axapta). The overview will show both created documents and notes if the Show references only field is not checked. or the icon directly. Document handling is activated either via the menu Command\Document handling. Show and create notes Show and create documents Edit and print existing documents Join existing document references with other references . Select the checkbox Document handling active. From this form you can ∙ ∙ ∙ ∙ Activate per user You can activate the Document overview (the Document handling form) per user.5 DOCUMENT HANDLING OVERVIEW The picture below shows such an overview. In the form. you see all the records attached to the selected record in the active form. the menu on the toolbar can be used Tools\Document handling. This icon will be marked if notes or documents exist on the item in question.Document Management 4-11 4.

Create the directory in the Axapta client directory on your local machine.Document Management 4-12 4. the customer table. You have to get information about the name and address of the customer. Create a letter template for the sales campaign in MS Word. This means that you are getting information from one table only. Use the . Insert the following text as a note: “Account number 42310 is only used for lamps sold to companies without a trade agreement. Use the document management system to do this. Assign the archive directory in the relevant parameter. Exercise 2 Document as note You want to write help text for a specific record. Exercise 3 Document containing information from one table Your task is to create a document for a sales campaign.” Finally control that the document management icon is emphasized indicating that a note exists. Locate the account number 42310 in the Chart of accounts.6 EXERCISES Exercise 1 Creating an archive directory Create a new archive directory called Documents.

Document Management 4-13 document name: C:\Axapta client\Documents\SalesCampaign. . from this day on. and then link the table/field information from Axapta to the bookmarks in the template. The template must comply with the following details: Bookmark ‘Name’ Bookmark ‘Address’ Sales campaign Because autumn is near and the days are getting shorter. must deliver all items at the new item reception located in port 5. Test by selecting a customer and creating a new document of the type Campaign. we offer you a number of selected lamps to a very special price. The document type must tell the vendors that they.dot. Best regards Niffer Climbale Create the following new document type in Axapta: Type Campaign Name Sales Campaign Job description Create Word document via COM Group Document Specify the template file created in MS Word. Exercise 4 Document containing information from one table (extra) Create a document type that can be sent to a vendor.

Use the document name: C:\Axapta client\Documents\Payment. Bookmark ‘Payment’ Best regards Niffer Climbale Bookmark ‘Company’ Create the following new document type in Axapta: Type Payment Name Payment terms Job description Create Word document via COM Group Document . You must draw information about the customers name and his payment terms from Axapta.Document Management 4-14 Follow the same flow as you did in the previous exercise. Exercise 5 Document containing information from more than one table Your task is to create a document containing information to customers regarding their payment terms. The template must comply with the following details: Bookmark ‘Name’ Bookmark ‘Address’ Payment terms We are glad to inform you that your company is created with the following payment terms: .dot. This information is stored in 3 different tables. Create a letter template for the customer payment information in MS Word. but get the information from the Vendor table instead of the Customer table.

. Table CustTable Payment CompanyInfo Fields Name. and then link the table/field information from Axapta to the bookmarks in the template..Document Management 4-15 Specify the template file created in MS Word. Address Payment Company Test by selecting a customer and creating a new document of the type Payment. Note Check if the data structure is OK. . Address Description Name Bookmark Name. The customer you use must have payment terms set up.

00-ENUS .Lesson 5. Import and Export At the end of this lesson participants should be able to: Perform standard export and import from and to Microsoft Navision Axapta Import and Export transaction records Import and Export open journals AX-300-ILT-023-v01.

See part 1. You set the type when you create the definition group. The form is called Create table definition group and contains two tabs on which you specify the details of the definition group. the definition group is created and you are back in the Definition groups form. See next section about export files (DEF and DAT) Custom Use this type when you want to import/export to a format other than the standard Axapta format. From here you select the relevant tables one by one. You can also set the fields manually. Excel import Use this type when you want to import data from Excel. If you want to export/import only selected parts . Creating definition groups When you press Ctrl+N to create a new definition group in the Definition groups form located under Data export/import in the Periodic folder on the Administration tab of the Main menu. There are three types of definition groups: Type Standard Description Use this type when you want to export data from Axapta to be imported to another Axapta. you must specify which tables you want to include in the group.Import and Export 5-2 5. See lesson 2. You do this by activating the Table setup button on the Definition groups form.5 in the Setup and Installation Essentials online course. Definition groups contain definitions of the tables and fields that are to be imported or exported. After you created a Standard definition group. exported directly from another Axapta. You can use the Clear button to clear all the fields on the tabs in one go.1 STANDARD EXPORT IMPORT Standard export and import is always performed using definition groups.2 of this lesson. or when you want to import data to Axapta. When you press the OK button. a new form will appear. and the Default button to set the most common selections in one go. or in the Type field in the Definition groups form after it is created.

Using the Import job located under Data export/import in the Periodic folder on the Administration tab of the Main menu . Using the Import button directly from the Definition groups form 2. use the Criterion button to set up a query. When you export from Axapta. Import You can start import from two different locations: 1.DAT and a definition file . Using the Export button directly from the Definition groups form 2. Using the Export job located under Data export/import in the Periodic folder on the Administration tab of the Main menu. and contain the data from the export and the definition of the exported tables respectively.DEF. a data file . Export You can start export from two different locations: 1. two files are automatically generated.Import and Export 5-3 of a table. The files have the same file name.

One spreadsheet is created per table. which are transferred to templates in the Excel workbook. Click the Table setup button to select the tables to which data should be imported. you can open the spreadsheet. just click the Import button. Procedure These are the four steps you must go through to import data from Excel: . The first step is to complete a wizard. Creating a definition group In the Definition groups form. A prerequisite is that you have created the Excel workbook before you start working in Axapta. create a new definition group of the type Excel import. In the wizard you are asked to specify one or more tables. The process is described in the following sections. To complete the import. Note You can choose to create a definition group automatically on one of the steps in the wizard. the second step is to create a definition group of a certain type. In the Import file name field. The Template wizard This wizard located under Excel style sheets in the Periodic folder on the Administration tab of the Main menu.Import and Export 5-4 5.2 IMPORTING FROM EXCEL There are two steps involved when importing data from MS Excel. The fields in the tables are transferred to headings to the individual columns in the spreadsheets. specify the name of the Excel workbook you created using the Template wizard. helps you create one or more templates in an empty Excel workbook. If you do this you do not have to create one later. insert data and manipulate this data in Excel. The definition group will get the name of the Excel workbook you use. When you have completed the wizard.

Create and name an empty Excel workbook. . 4. Run the Template wizard. 2. 3. Fill the spreadsheets in the Excel workbook with the relevant data.Import and Export 5-5 1. Import the data using a definition group of the type: Excel import.

3 ADDITIONAL JOB AID Creating a new database in the SQL Enterprise Manager Open the Enterprise Manager from the MS SQL server folder. Expand the nodes to the level shown in the screen shot below: Right click the Databases node and select New database. .Import and Export 5-6 5.

Adding a user to the database You already use the BMSSA user for the existing database.Import and Export 5-7 In the Name field you just fill in the name AXTest and then click OK. click the arrow to see a list of available users. and it is sufficient to use this user for the AXTest database as well. right click the Users node and select New database user. . In the Login name field. Select BMSSA from this list. The user should be in both the Public and the Owner group. Expand the AXTest node.

Import and Export 5-8 .

Open Axapta again using the new configuration and create a new company called New. Step 4: Import the data into the new company. Call the new database AXTest. Exercise 2 Exporting individual tables Your task is to export a number of individual tables using definition groups. and assign the same user as you have in the old database. (See the Job Aid for step-by-step instructions) Step 2: Now export the full Light Company to a local directory.Import and Export 5-9 5. change the database to AXTest. Create a new definition group called All. Step 1: Start by creating the new database in the SQL Enterprise manager. The tables are listed below: ∙ ∙ ∙ ∙ ∙ ∙ ∙ Currency ExchRates LedgerTable LedgerTableInterval TransactionTxt ZipCode Dimensions . and use this group for the export. Step 3: In the Configuration Utility.4 EXERCISES Exercise 1 Exporting a complete company Your task is to export the full Light Company from one database and import it to another database.

yyyy dd.mm. and then run the Template wizard.mm. Your task is to import these data to Axapta. .yyyy ExchRate 800 10 90 ToDate CurrencyCode EUR GBP NOK Create a definition group called: Cur and set up the necessary information to import from Excel.Import and Export 5-10 Create a definition group with the ID HQT. Check that the data is imported correctly. You must manually enter the following data in the spreadsheet: FromDate dd. and the name HQTables.yyyy dd. Export the tables to a local directory of your choice. Start by creating a new Workbook in Excel.mm. Open the definition file to look at the content. Exercise 3 Importing from a spreadsheet using the Template wizard Your company receives a new spreadsheet every day containing the new exchange rates.

this is referred to as setting up batch jobs. At the end of this lesson participants should be able to: Create a batch journal Create batch groups and jobs Execute batch jobs Understand how to read the Batch list form AX-300-ILT-024-v01.Lesson 6. Batch Jobs Typically. The purpose of this lesson is for the learner to practice in this setup. a company will setup certain processes to be run automatically on a periodical basis.00-ENUS .

you can fill in the dialog box when you place the job in the queue.1 THE PURPOSE OF BATCH JOBS The purpose of batch jobs is to be able to order a job to run at a later time and perhaps even repeat it a number of times within a given time interval. a new dialog box appears where the user can specify the time of running the job. You use the batch system in two ways: Individual reports and jobs Many system dialog boxes have a tab page marked Batch.Batch Jobs 6-2 6.and resource-demanding jobs which are not suitable to be run within normal working hours. You can then place the journal in a queue and run it simultaneously with batch jobs ordered under each module. etc. This may be an advantage for time. . or which can be run on another machine during the day. The purpose of this tab page is to enter the job (to which the dialog box is attached) in a batch queue rather than running it ‘on the fly’. When you use this button. a group ID. Batch journals You can also create a set of batch journals containing one or more batch jobs. For jobs run via batch journals.

. reports and jobs can be executed as batch jobs. but not all. It is easy to see if a report can be executed as a batch job as the dialog for activating the object has a tab page called Batch on which you can set up the batch process: If you want the batch job to be executed several times. you activate the Recurrence button to set up a time interval.Batch Jobs 6-3 6.2 INDIVIDUAL REPORTS AND JOBS Most.

Jobs that belong to specific modules. etc. The number of groups can also depend on how many batch servers you want to use. Jobs that are less heavy on performance. it is necessary to go to the Batch groups form located in the Batch folder under the Setup folder on the Basic tab of the Main menu. 4. Below gives an idea of how you could group the jobs: 1. 3. located in the Inquiries folder on the Basic tab of the Main menu. Which units to use is up to the individual company. The use of batch groups You use the batch groups to divide your jobs into different units. 5. for example once a week. 6. Jobs that are executed on certain computers. . Here you can create one or more groups. Queues In the Batch list form. 2.Batch Jobs 6-4 Batch Groups Before a batch job can be used. you can see the queue of ordered batch jobs with group ID. time of execution. depending on the number of batch servers you intend to attach to the system (the group ID of the job specifies the batch server on which the job is to be run). Jobs that are executed at certain intervals. Jobs that must be executed after work hours. Each job in the batch queue has a status. time of ordering. or once a month. Jobs that are very heavy on performance. which may be: Status Waiting Explanation The job is ready to be run (default status after ordering). date.

You can now set the status to Withhold. Execution The execution of batch jobs can be performed from the Processing dialog located in the Batch folder under the Periodic folder on the Basic tab of the Main menu. The use of status You have a batch job with the status Waiting. Error during execution. which takes the job out of the queue temporarily. which can be returned to “waiting” or be deleted at a later time. Ended The job has been executed successfully. If so. Open this dialog.Batch Jobs 6-5 Withhold The user has temporarily suspended the job. and specify a group ID to execute only ordered jobs with the same group ID. . When the paper in the printer is changed. and the job was not executed successfully. Executing Error The job is being executed. The job is a report that is to be printed on pre-printed paper. you reinsert the job in the queue by changing the status to Waiting. and waiting for a vacant workstation. This means that the job is set to be executed. and you have to change the paper in the printer before the report is printed. Several machines can execute batch jobs at the same time. each machine will run batch jobs with separate group IDs.

e. i. . and then attach the desired batch jobs to the journal type. When the classes are found you can pick and add from the list. Structure A batch journal (journal name) is a job to be run by the batch process. without fixed intervals or frequencies or without having to order the jobs individually. you set up the final batch journals containing jobs to be executed in the setup order In Batch journal execution. Every time you open the Journal types form. Setup process: ∙ ∙ ∙ Only some jobs can be executed in journals In Journal types. a search is started for jobs (classes) that can be executed via batch journals. you start a batch journal execution directly or set it to be executed in batch ∙ Setup Journal types and jobs Create the journal types under Basic/Setup/Batch/Journal types.Batch Jobs 6-6 6.3 BATCH JOURNALS You can use batch journals to set up one or more jobs. Gather the jobs to be run under the journal type. which the user wishes to run when appropriate. you divide jobs into different groups/types In Journal names. A journal type is attached to the batch journal name.

and then attach a journal type to the journal name. i. The Batch journal execution menu item activates a Microsoft Navision Axapta class.Batch Jobs 6-7 Journal names Create the desired journals (journal names) under Basic/Setup/Batch/Journal names. Individual jobs compared to batch journals . it will be added to the ordinary batch queue. you must attach it to a batch group. When you order the journal name. and by activating the Jobs button you can see a list of the jobs included in this journal. which can be started on your own workstation or on another workstation or server on the network. Execution You can order a batch journal (journal name) under Basic/Periodic/Batch/Batch journal Execution as a batch job. You specify the name of the journal you want to execute.e. which is used as control to specify on which computer the job is to be run.

The following section is a job aid for that procedure. you will find it at a corresponding place in the AOT. The properties for the report will show the MenuItemName: Step 2: You now know the type and the name of the menu item. CanGoBatchJournal Step 1: You find the class related to a specific report by locating the relevant report in the Main menu structure.4 ADDING REPORTS TO THE AVAILABLE JOBS You cannot. as standard. execute reports via batch journals. If you want to do it anyway. The properties for the menu item will show you the relevant class name: .Batch Jobs 6-8 6. The reports are not included in the search for classes (in the Journal types form). which means you can locate the menu item under the relevant menu items node in the AOT. When you find it here. you have to modify a method on the class controlling the specific report.

. When you have found the class. you right-click it and select Override method. Thereby you override the default setting of the variable inherited from a higher class. Step 5: Change the variable ret = super().. to ret = true.Batch Jobs 6-9 Step 3: You can now locate the class in the AOT. This will give you a long list of methods that this class inherits from other classes. Step4: Find the canGoBatchJournal method and open it by clicking it.

Open the Batch list and check the information related to the job you set up before. Use the batch group SecondFloor. The journal type is for monthly customer job executions. Start the execution of the batch group SecondFloor ∙ ∙ Exercise 3 Batch journals and execution Create a new batch journal type called CustM.Batch Jobs 6-10 6. Attach the following jobs: ∙ ∙ CustCollectionLetterPost CustCollectionLetterCreate .5 EXERCISES Exercise 1 Create batch groups Create the following batch groups: Group SecondFloor Finance Description Jobs on second floor Finance jobs Exercise 2 Batch Overview and execution ∙ Setup the collection letter job to be executed in batch and set the date to today (include everything).

Batch Jobs 6-11 Now you must create a new batch journal name with the following specifics: Journal name Customer Journal type CustM Name Monthly collection letter job Batch Run all Jobs Set up batch journal lines for the journal name in the correct order: ∙ ∙ CustCollectionLetterCreate CustCollectionLetterPost Set the batch journal to be executed in batch. This goes for posting of invoices. Hint: Use the Recurrence button on the Batch list form. . Go back to the Batch-list and check the details. Exercise 4 Setting up invoice posting as batch Light Company Inc. decided to run certain business processes in batch during the night in order to not slow down performance during the day. Your task is to set this up in Axapta. Go to the Batch-list and check the details. Start the execution of the SecondFloor batch group. Step 1: Create a batch group called S_In Step 2: Insert the batch job in the batch queue by setting the sales update called Invoice to run in batch Step 3: Execute the job Alternately you set up the Invoice update to recur every day starting at 8 pm.

Batch Jobs

6-12

Exercise 5

Adding reports to the search

Add the following reports to the search performed when opening the Journal types form: ∙ ∙ ∙ Customer Balance list Customer Account Statement Interest Note

Lesson 7. Database logging

The purpose of this lesson is to familiarize the learner with using the user log to detect, for example, inappropriate use of the system. At the end of this lesson participants should be able to: Know the purpose of the Axapta log system. Set up and use the Axapta log system. Add specific fields or tables to the log system Set up which changes should be logged Understand the results you get from the log

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Database logging

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7.1 THE PURPOSE OF THE LOG SYSTEM
The purpose of a log system is to register error messages, if any, or changes to the table contents in a file. Error messages will be filed in a log file. It will often be appropriate to register the changes occurring in your system. It will then be easier to track changes, if any, in the system setup. Changes in the posting setup or the parameter setup may influence the operation of the system dramatically. In Microsoft Navision Axapta, you can define which tables and fields you want to create a log file for as a company. Each table and all fields must be defined in the log system. The use of Axapta's log system can be divided into two parts: definition and result.
Definition of the log system Use the definition wizard to define all the tables to be included in the log system. Result of the log setup Overview showing the changes to the system and when they occurred.

The overview of the tables entered into the log system appears in the Database log form located under the Setup folder on the Administration tab of the Main menu. The definition of which tables and fields are to enter into the log system is created with a wizard. Activate this wizard by pressing CTRL+N in the Database log form. In this wizard you can choose tables as the general level or individual fields. If you do not select the entire table, only the selected fields will be included. If you select the entire table, all fields will be included. The wizard also asks you to specify for which domains you wish to register changes. This means that you can differentiate the log system based on the domain structure. Define in the wizard when and how many changes you wish to register. You can have changes registered when data is inserted/updated or deleted. Note that if you choose only to update, data can be inserted and deleted without it being registered in the log.

Remove a table by deleting the record in the Database log form. .Database logging 7-3 New tables can be removed from or added to the log system at any time.

Database logging 7-4 7. A special icon will mark each changed field. The tables changed will be listed on the Overview tab.2 DATABASE LOG When the tables have been defined in the wizard. located under Inquiries on the Administration tab of the Main menu. You can clean up the log registries using the button Clean up log. The log contains an item for each change in the selected tables. and when. . As a result of this cleanup. which also contains information about who changed the table in question. all future changes will be listed in the Database log form. You can see a specification of each field on the History tab. all log registries will be deleted.

delete) Remove You can delete (remove) lines in the standard way using the icon in the toolbar or the keystroke. update. where you will specify the following: Domains Tables and fields Change types (insert.Database logging 7-5 7.3 JOB AIDS Setup of log system Function Path Procedure Administrator \ Setup \ Database log Setup The form Database log appears. in which you specify the tables and fields which should be logged Add Use the standard add new record icon or the keystroke The button starts the Logging database changes wizard. ALT+F9 Set mark Set mark Set mark CTRL+N Keystroke .

Cleanup You can clean up and delete items in the log. On the Overview tab you can see all changed items and you can see item details on the History tab.Database logging 7-6 Display of log entries Function Path Procedure Administrator / Inquiries / Database log View You are in the Database log form. Refresh Refresh the log if you want to be certain that all changes are in the view. from where you can see what changes to the tables and fields have been performed. The Refresh button The Cleanup log button Keystroke .

delete). Test if the logging works by opening the Exchange rates form located under the Setup folder on the General ledger tab of the Main menu. and creating a new currency.4 EXERCISES Exercise 1 Logging on tables (Currency) The purpose of this exercise is to log everything that happens in complete tables. Set up logging of fields in the exchange rates table as outlined in the table below: . Set up the logging of the Currency table in all domains. Exercise 2 Logging on fields (Exchange rates) The purpose of this exercise is to log everything that happens in individual fields in tables.Database logging 7-7 7. You must register logging for all three options (insert. Logging is to be performed only for these fields. Check the changes in the database log. It is very important that no one adds or changes the currencies at inconvenient times. update. Bookkeeping in your company wants a log to be created every time specific fields in the exchange rate table are changed. Therefore you must set up logging of the tables that deal with currency.

Check the changes in the database log. .Database logging 7-8 Domain Atlantic Table ExchRates Field CurrencyCode FromDate ExchRate Nordic ExchRates CurrencyCode FromDate ExchRate Test if the logging works by opening the Exchange rates form and changing one or more currencies.

Lesson 8.00-ENUS . Report Wizard At the end of this lesson participants should be able to: Create reports using the report wizard Create reports for display on the Internet using the publish manager Understand the difference between reports drawing on synchronized and not synchronized tables Add the report to a menu Understand the structure of the report when it is displayed in the AOT AX-300-ILT-026-v01.

. then Wizards and finally Report wizard. The report has even more flexibility and customization options than the auto report. and if so a label file. You select the tables yourself. This wizard contains a number of steps. The optional setup details have default values that are used if nothing else is specified. Some of the steps contain a mandatory setup. If you do not select the option. or change them to something else. of course. Step Show system names Description Select this option if you want to see table and field names as they are used in the AOT. while other steps contain an optional setup. Steps in the wizard On most steps (table and field selection excluded). default settings are specified automatically. ranges and sorting. meaning a heading to be printed on the report. and the major advantage of the report wizard is that it allows you to work with synchronized tables. Finally specify if you want to create a label for the report. Also specify a caption. fields and. label names will be used instead. You can choose to just keep these settings. You do that directly in the AOT. Note It is possible to create reports without using the report wizard.Report Wizard 8-2 8. and you also define the layout.1 USING THE REPORT WIZARD The report wizard is a tool that allows you to create reports based on one or more specific tables in Microsoft Navision Axapta. You open the Report wizard from the Tools menu by selecting Development. Report name Specify a name for your report to replace the auto-generated name.

Specify group totals For each sorting field specified on the earlier step in the wizard. For more information on how to make new report templates. To synchronize two tables. Specify sort order Specify which field/s should be decisive for the order of sorting in the report content. Preview It is recommended that you preview the report before you finish the wizard. drag the latter and drop it on the first.Report Wizard 8-3 Select tables Select the tables you want to use as data sources for the report. as you cannot open the report again in . Specify range Specify the fields that should be suggested when a user wants to set up ranges. Specify summation If any of the fields contains values as amounts. Specify sub headings For each sorting field specified on the previous step in the wizard. Choose layout Choose between the available report templates. you can choose to display a sub heading on the report. you can choose to display group totals (these totals will be calculated on the base of the summation details set up earlier in the wizard. In the wizard you see a graphical preview of the selections you made. refer to the Report adjustments online course. Also specify if the sort order should be ascending or descending. you can choose to display totals for these values. Select fields For each table you have selected you must specify the fields from which you want information in the report.

You can for example add more sorting fields (Ctrl+N) and/or choose to use sub headings and group totals.Report Wizard 8-4 the wizard after finishing. Add report to existing menu Select the Add report. On the Preview tab in the Report wizard you click the Preview button to access these settings. If you do not add the report to a menu now. you specify a number of details that cannot be specified during earlier steps in the Report wizard. For more information see the next section: Options in this lesson. Options It is possible to adjust the settings specified in the Report wizard before the report is saved. On the Sorting tab you can overwrite the sorting specified during earlier steps in the wizard. . For example you can choose to print grand totals from this tab.. it will be saved in the AOT from where you must manually add it to a menu using a menu item. option to get a list of the available reports and to insert your new report in one of them. On the Print options tab. This will give you totals on the fields for which you set up summation during the wizard. and the Report design form will appear..

When you create reports using the report wizard. In the report design. it is specified how data should be displayed in the report. Each data source is a table. You can for example add new fields from the data source or you can adjust the properties. you have to open it directly from the AOT.Report Wizard 8-5 8. If you expand the report until you find the AutoDesignSpecs node. See the figure below for a model of the report structure: A report consists of a query and a report design. the report will have an auto design specification containing details regarding which fields to display. . Note For more information about designing reports. refer to the Report adjustments online course. you will be able to customize the report even further. it is specified from where data should be drawn. To do this you must first locate the report in the AOT under the Reports node. it is not possible to reopen the report in the Report wizard. and if there are several data sources you use relations to specify how to select data.2 THE REPORT STRUCTURE When you have finished the wizard. Then you can right-click the report and select Open – now the Report design form described above appears. In the query.

To make the report. the Customer transactions table is searched for records relating to that customer. When they are synchronized. Therefore. Instead of using the standard report Customer transactions where the currency is also shown. you want to create your own report showing exactly the information you need and nothing else. In order to connect the transactions in the transactions table to the customers that they refer to. and you have to do it in a certain way. the report will be created in such a way that every time there is a new record in the Customer table. Synchronizing tables You want a report showing the customer transactions on each customer and the grand total of outstanding accounts. as the Customer transactions table must be subordinated to the Customer table. All the relevant transactions are then "placed" with the customer record. you might need to relate the tables you have selected by using the drag-and-drop functionality.Report Wizard 8-6 8. .3 SYNCHRONIZATION Synchronized tables To synchronize tables means to relate them in a hierarchical way that makes the creation of a certain report output possible. you need data from the Customer table and from the Customer transactions table. you have to synchronize them. Sometimes you need to create a report based on data not only from more than one table but also where the output on the table is the result of a certain combination of information from the tables.

and in the second.with the records you have defined. you will get two separate lists . In the first report. All transactions referring to customer 1 will be shown in the report with customer one. and so on. If you do not synchronize the tables but just select both of them and the relevant fields.Report Wizard 8-7 The red and blue lines in the figure above indicate that more than one transaction refer to the same customer. Below there is a screen shot of two reports where exactly the same tables and fields have been selected. the tables have not been synchronized: With synchronized tables . the tables are synchronized.one from each table .

range specifications and sorting criteria are the same as in the auto report and the query tool. . and the fact that you can select fields from different tables to add to your report.Report Wizard 8-8 Without synchronized tables Note Apart from the synchronization of tables. the principles for field selection.

See below how the report should look. and the credit available. The Customer transaction table should be synchronized with the Customer table. There should be totals on the amount. and the report should be printed with grand totals and no group totals.Report Wizard 8-9 8. invoice. name. Exercise 2 Report with two synchronized tables and totals Create a report based on the tables: Customer table. address from the Customer table. See below how the report should look: . and Customer transaction table. and amount. You must set up totals on the amount. the amount. voucher.4 EXERCISES Exercise 1 Report with one table and totals Create a report based on the Customer table showing the credit limit. and Transaction date. The report should include information about customer account.

.Report Wizard 8-10 Exercise 3 Adjusting the report design (extra exercise) Open the Customer account statement report design in the AOT and add the following fields from the data source CustTable. Cellular phone Country Change the following properties: New Caption: Customer Account New Orientation: Portrait Open the report again to see the changes.

Lesson 9. User Setup

At the end of this lesson participants should be able to: Perform a user setup on forms Create user menus for the user groups created during this course

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User Setup

9-2

9.1 USER SETUP ON FORMS
Each form in Microsoft Navision Axapta can be set up to look different for different users. The user can do this and the user setup is only saved for the individual user. Open any form and right-click the part of the form containing tabs, fields, and buttons (not on the blue and gray blank parts of the form). Then select setup and the User setup form will open. In the User setup form you have a number of options: ∙ ∙ ∙ Exercise 1 Adding/removing fields Moving controls around on the form Setting a number of properties for form elements

Performing a user setup Create a new user called Henry Raben (HER) and assign him to the HR assistant user group. Log on as Henry Raben and open the Employees form. Change the user setup according to the following details: ∙ The Employee initials must be the first field in the grid (instead of Employee name) The Hours item on the Transactions menu button must not be visible The Birthday field must be added to the Overview grid, as the third field in the row

∙ ∙

Save the user setup with the name: Henry Raben

Exercise 2

Performing a user setup Create a new user called Sally Milton (SAM) and assign her to the Sales Manager user group.

User Setup

9-3

Log on as Sally Milton and open the Items form. Change the user setup according to the following details: ∙ On the General tab move the Item name field from the Item field group to the Identification field group. Make sure that the Coverage group field is locked for editing Use the Skip functionality to make sure that the Sales price model field ion the Setup tab is skipped when using the Tab key to navigate in the form.

∙ ∙

Save the user setup with the name: Sally Milton

User Setup 9-4 9. Vendor/Customer. and you completed a few exercises. Exercise 3 Creating user menus Create a user menu for Sally Milton according to the following descriptions: ∙ ∙ The menu must have 3 tabs: Finance. You are expected to be able to complete the following exercises. . As the course is a prerequisite to this course.2 CREATING USER MENUS In the Application Essentials online course you were presented with the concept of user menus in Axapta. this lesson will not include any presentation or explanations. Inventory The following functionality must be placed on the individual tabs: Finance Chart of accounts Reports Vendor/Customer Sales orders Customers Purchase orders Vendors Reports (AR and AP) Inventory Items Reports Setup Save the user menu as SAM and set this menu as start up menu for Sally Milton.

Test The purpose of this lesson is to test the setup made during the course.Lesson 10. The lesson consists of a number of exercises.00-ENUS . AX-300-ILT-029-v01. The result of the exercises will show if the setup has been performed correctly.

1 TEST SCENARIOS New sales consultant A new sales consultant is hired in the US Light company. Make sure she can do this. Use the following text: “This item is extremely well tested”. Then log on as administrator and check if the insert has been logged as you set up it should be in a previous lesson. Access rights for Mary Craig Create the new user Mary Craig and assign her to the Marketing consultant group. Log on as Mary Craig and create the new item description. His first task is to run a letter for a sales campaign based on the sales campaign letter created in the document management lesson. She wants to create her own reports using the report wizard. His name is Sid Corry and he should be a member of the Sales consultant group in the Atlantic domain. Log on as Mary Craig and check that she has access to the correct functionality. Log on as Sid Corry and send the letter to all customers. (Go to the user group permissions form and give her access). .Test 10-2 10. Alternative item descriptions The company decided to run a new campaign in the US under which the item P-Lamp shade 30 should have a new item description for the EN-US language. Accessing the report wizard The Sales Manager Sally Milton is very ambitious. Testing the log setup Log on as Sally Milton and add a new currency to the existing ones. Create him.

GA 30331 to 560 University Ave. Atlanta. GA 30331 .Test 10-3 Editing employee information Create the new user Harry Asbank and assign him to the HR assistant user group. Atlanta. Log on as Harry Asbank and change the address for Tina Gold from 550 University Ave.

Charge. you are expected to be able to: Understand the concept and purpose of the ASP Administration module Know what a Client template is Know how to Create. ASP Administration At the end of this lesson.Lesson 11.00-ENUS . Maintain. and Terminate ASP clients (the ASP Administrator tasks) Know about the relevant report facilities DocID: AX-300-IPO-001-v01.

These clients are described as parent-clients in the figure above. which is used everywhere in Axapta. the client does not have to worry about application maintenance. it is not necessary for the client to install the application on any local machines.ASP Administration 11-2 11. etc. What is an ASP? An Application Service Provider is a company that offers a number of clients access to an application. The ASP administrator can see and access all the clients. depending on the setup. Some of the clients again provide application services to a number of subclients. data backup. servers. This structure is based on the user group functionality. . When a client accesses the application through the ASP.1 PURPOSE AND CONCEPT The ASP Administration module is developed to make it easier for Application Service Providers to offer Microsoft Navision Axapta as an application service. The ASP concept The top node ASP provides application services to a number of ASP Clients. while the clients can neither see nor access each other. You can say that the ASP hosts the client and.

Client types An ASP intends to provide application services to shoe stores and jewelry stores. Creating templates The ASP folder is located in the Setup folder on the Administration tab of the Main menu. based on these templates. A template for each type of ASP client is developed once and. A creation wizard is available for this procedure. the administrator can create the actual ASP clients. The folder contains the following forms: . A client template consists of two types of 'sub templates': ∙ ∙ User group templates Company accounts templates Each client template contains one or more of each sub template type. The client template can be used to create numerous actual clients fast and easy.ASP Administration 11-3 11. A company accounts template and a user group template is created for each of the two.2 TEMPLATES The ASP Administration module is based on a template principle. The templates are then included in a client template for the shoe stores and a client template for the jewelry stores. The template principle makes it easy for the ASP Administrator to create new clients in the system.

You cannot create client templates before you have created at least one user group template and one company accounts template. Company accounts templates form In this form you create all the company accounts templates you need. Use the ID LampSA. The user group template will be used for the sales assistants in the partner companies. This means that you need to create the relevant company accounts before you create the templates. therefore you should use the existing SA user group as the base.ASP Administration 11-4 Form name Client templates form Description In this form you create all the client templates you need. A company accounts template is always based on an actual existing company. This means that you need to create the relevant user groups and domains before you create the templates. User group templates form In this form you create all the user group templates you need. A user group template is always based on an actual existing user group. Parameters form Exercise 1 Create a user group template Create a user group template called Lamp store SA for the partners helping the Light Company to market and sell lamps. Use the Nordic domain. and on an actual existing domain. Exercise 2 Create a company accounts template .

Exercise 3 Create a client template Create a client template called Lamp stores. using the user group template and the company accounts template created earlier. Use the ID Lamp.ASP Administration 11-5 Create a company accounts template called Lamp store for the partners helping the Light Company to market and sell lamps. . Use the ID LampSt. Use the DK/HQ company account.

3 CREATING ASP CLIENTS The actual ASP clients are created in the Clients form located on the Administration tab of the Main menu. This is because the templates use the information from the original.ASP Administration 11-6 11. A wizard guides the ASP administrator through the correct setup. invoices. the changes will automatically apply to the templates. using the Lamp store client template. confirmations. Use the client ID NiceLa. . If changes are made to for example the actual user group set as the base of the user group template. When the ASP administrator creates a new ASP client using a template. etc. Exercise 4 Create an ASP test client Create an ASP client called Nice Lamps. the company accounts information and the user group information is copied from the template. or if changes are made for example to the actual company account used as base of the company accounts template. Question: Can you list the steps involved when creating an ASP client? ____________________________________________________________ Report substitution An ASP client will normally use customized reports for their quotations. The reports used by one ASP client will differ in layout and design from the reports used by another ASP client.

The report substitution is performed from the button on the Clients form. This means that a specific ASP client will get the reports relevant to him instead of the standard reports. The messages are selected on the E-mail messages tab of the Parameters form. The messages are created in the E-mail messages form located in the Setup folder. Send e-mail The ASP Administrator can set up different e-mail messages to be sent automatically upon a specific event. Use for example the following text: Hello % This mail is to inform you that your ASP license is about to expire. Kind regards % . Please take suitable action.ASP Administration 11-7 To make it easier for the ASP Administrator to set up reporting features for a client. Exercise 5 Setup report substitution and e-mail messages Create an e-mail message for warning clients that their license is about to expire. he can map standard reports to customized reports. whenever he activates a report from a menu or a form in Axapta.

The states are as follows: Client state Evaluating Description The ASP can set up an evaluation period in which a new client is not charged or charged with a lower price.The administrator at the ASP will be performing the following client administration tasks. the clients are registered and managed. The current status is displayed in the Status field on the Clients form. accessed from the Administrator tab of the main menu to modify the settings. for example adding new users. the administrator at the client's site can use the regular administrator features.4 ADMINISTRATION TASKS From the Clients form. a client’s initial state is Evaluating.ASP Administration 11-8 11. . This means that the client can no longer log on. If the ASP has set up an evaluation period. When the evaluation period defined expires. based on the setup created in the client templates: Tasks Create Maintain Charge Terminate Description Note When a client is created and up and running. When the client is created it can have different states. the client's status changes to terminated.

This state will not change until the ASP Administrator changes it manually.ASP Administration 11-9 Operating If the ASP has not set up an evaluation period. the client's initial state is Operating. Suspended The ASP Administrator can manually change the client's state to Suspended. Terminated The ASP Administrator can manually change the client's state to Terminated. . The system can be set up to purge (remove the client definition and delete all the client's data) terminated client's and this procedure can be executed in a batch. which is a wait position.

The invoicing is then based on this report. domains.ASP Administration 11-10 11.5 REPORTS AND PERIODIC TASKS Client overview There is no invoice facility in the ASP Administration module. which means that they run automatically: . to draw information from the system. and if necessary the time spent online and the database size. License reporting The License reporting form. located in the Reports folder on the Administration tab of the Main menu. The ASP Administrator must use the Client overview report. The Client overview report lists the clients and the details of each client regarding number of users. Periodic tasks A number of periodic tasks can be set up to run in a batch. The invoicing is then based on this report. located under the ASP folder under the Periodic folder of the Administration tab. etc. is used to report back to the company (for example Microsoft Navision) who sold the ASP license to the ASP provider. The job is created by the company who sold the ASP license and placed it on an Internet server. The information in the report is generated on the basis of a job supplied on an Internet address. company accounts.

Click OK in the User log cleanup dialog to initiate the first batch execution. Select Evaluation expiry warning in the Periodic folder. Click OK in the Evaluation expiry warning dialog to initiate the first batch execution. Press the Clean up button. 2 3 4 5 . Click Batch to define the interval in which the message is sent. Click OK to send the message once.ASP Administration 11-11 Periodic task Warning the client that his license is about to expire Step by step procedure 1 Create a suitable message from the E-mail messages form in the Setup folder. Click Select to choose cleanup criteria. Select the relevant message. Clicking OK in the User cleanup dialog will perform the deletion once. Click Batch to define the interval in which cleanup is performed. and enter a number of days. 2 3 4 5 Deleting outdated user log information 1 Open the User log form in the Inquiries folder of the Administration tab of the Main menu.

. 2 3 4 Note Normally you will not have ASP clients and normal users in the same Axapta. Exercise 6 Warning clients Set up a batch job warning the client that his license is about to expire. Click OK in the Purge terminated clients dialog to initiate the first batch execution. In other words you will have a dedicated ASP Axapta. Clicking OK will purge clients once. The batch job should run once a week. Click Batch to define the interval with which to perform deletion.ASP Administration 11-12 Removing clients that are no longer using the system. Use the e-mail message you created earlier. 1 Select Purge terminated clients in the Periodic folder. Enter the number of days (days of grace) to postpone the deletion after a client's state has changed to terminated.

Lesson 12. OLAP At the end of this lesson participants should be able to: Set up the OLAP functionality on a client work station Create new cubes View data using the OLAP functionality Create new data views AX-300-ILT-030-v01.00-ENUS .

1 WHAT IS OLAP? Online Analytical Processing is used to display/view aggregated data from Microsoft Navision Axapta in a business relevant structure through the use of MS Analysis Server.OLAP 12-2 12. The viewing of data is done through a number of cubes giving the data a multidimensional perspective. . A typical example of viewing information with dimensions could be: Revenue by time and by customer or Ledger balances by department and by accounts for 2002. What is a cube? Information is conceptually viewed as cubes. Each side of the cube represents a dimension taken into account during the analysis. but normally three dimensions is the maximum number that can be understood by the viewer. which means it is shown with a number of dimensions. You can use as many dimensions as you want.

Dimensions are distinct categories of business data such as time. regions. for example. By using the Analysis server and the business analysis tools provided with Axapta. or sales channels. it is possible to store the same data in a multidimensional database. Other OLAP concepts Relational/Multidimensional database Normally the data in Axapta is stored in relational database. MS SQL server or Oracle. .OLAP 12-3 The information is displayed in a pivot table or in a graph. products.

USA. For regions a hierarchy structure could be: Europe.OLAP 12-4 Hierarchies apply to dimensions. Asia. Data slices are used to gain an overview of for example a single value in the cube. Australia. etc. Each dimension is divided into a hierarchical structure. .

Note The Analysis server/OLAP server. Setup. Setup. Setup. Click the Import/Export button and select Import cube definitions. 3. Business analysis. Import standard cubes. It is assumed that an Analysis server with the Foodmart demo database is installed and made accessible in the network. Setup. and the client components are available on the MS SQL server installation CD. 1. Business analysis. Create cube instances by clicking the Create instances button in the Cube instances form located under Basic. This is done in the Cube definition manager form located under Administration.2 SETTING UP OLAP The following section contains a list of eight steps you must go through to make the OLAP functionality work on a local workstation. Business analysis. 7. 6. OLAP. 5. Create a new database in Axapta. . Business analysis. the Decision support objects. Set this database to be the default database in the OLAP Parameters form located under Basic. 2. 8. Transfer the cubes to the server (select only LedgerTrans and SalesMargin) – multi select using the Ctrl key. OLAP. Click the OLAP databases button on the OLAP servers form.OLAP 12-5 12. This is done from the OLAP servers form located under Administration. Install Decision support objects and client components on the local machine Register the OLAP server in Axapta and synchronize. In the new form press Ctrl+N to create a new record and give the database the name: Course. Click the Transfer cube button in the Cube instances form. 4. Transfer data to the server by clicking the Process button on the Cube instances form.

When you have completed the eight steps.OLAP 12-6 Note The reason for not transferring cubes and data at the same time is that it can slow down performance. you are ready to view your data using the OLAP functionality. This process can be set up to run in batch. . Data must be transferred on a regular basis. for example once a week.

Step 3: Add the table CustTable as a data source to CustInvoiceJour. The query must contain the cube fact table. Step 5: Add relations setting the Relations property to Yes on CustTable. This table holds information about customer groups. This table is the fact table that holds measures and consequently it must be the query’s first data source.OLAP 12-7 12. and CustGroup. the query looks like below: . Step 4: Add the table CustGroup as a data source to CustTable. Step 2: Add the table CustInvoiceJour as a data source. the Axapta query functionality is used. and the tables to be used for dimensions. To delimit data for a cube.3 CREATING CUBES Cube definition consists of selecting fields from the relational database to be used as a cube data source. When you have completed these steps. This table holds information about customers. Creating a query Example Step 1: Create a new query in the Application Object Tree and name it ”OLAPCustRevenue”.

under the Setup folder on the Administration tab of the Main menu. This is done this by adding ranges to the query. a range can be defined for each table field used in the query. This means that only data within the specified range are transferred to the cube. the relevant security key. the cube data source. You could use ranges to specify that only invoices above a certain amount should be transferred. In the Cube Definition Manager. Sorting on the individual data sources has no effect. etc. On the Measures tab you specify the quantitative values in the database that you want to analyze. the query you use as foundation for the cube. define general OLAP parameters such as the name of the cube. On the General tab you define the configuration key and the security key controlling access to the cube.OLAP 12-8 As an additional feature in Axapta OLAP Services. On the Overview tab you define the name of the cube. This is not used in the current example. located in the OLAP folder under the Business analysis folder. open the Cube Definition Manager form. Defining a cube To define a cube. For example you must create two measures that .

This means that you only have to define a cube once. and the currency they use. The customer revenue must be calculated on the basis of two measures. or product line breakdowns are typical cube dimensions. which indicates which exchange rate will be used when processing data. As mentioned a measure for the customer revenue is not available. Finally you must specify the Transaction date. access the Cube instances form. Categories such as time. Transferring a cube From the Cube instances button. define the sub components of the dimensions. On the Levels tab. but you can use it in many ways. geography. and months roll into quarters. On the Dimensions tab. define the categorical descriptions that measures are separated into for analysis. The dimension hierarchy for each dimension is subsequently defined on the Levels tab. in a time dimension. the company account they use. For example. . define the calculations to perform on measures and dimensions. See the Job Aids section for details on each tab page.OLAP 12-9 can jointly give the customer revenue: EndDiscount and SalesBalance (a measure giving the customer revenue is not available). days roll into months. The instances can differ with regard to the server to which they are transferred. From here you can define one or more instances of the same cube. On the Calculated member tab. Each level in a dimension can be rolled together to form the values for the next highest level.

. When you have set up the instances you want.OLAP 12-10 Note When you create a cube instance. use the Transfer cube button to transfer the instance to the relevant server. it is stored in the company you create it from and the data you are viewing in this cube instance is from the same company.

select the field you want to calculate on. for example you could attach the CustInquiries security key to the CustRevenue cube. ∙ General tab Select a configuration key and a security key from the drop down lists. If you want to set this cube as the default for viewing Pivot tables within a specific module. and when you set up a new dimension. ∙ Enter a suitable name in the Measure field. select between Sum. Use a key related to the content viewed in the cube. If no suitable keys exist you must create them in the AOT. For example: Customer revenue = Sales Balance – End Discount. select that module in the Axapta module field. and Min. The dimension . In the Field name field. Only fields that can be aggregated are displayed in the look-up. You can change the name of the cube definition later if you want. This way only the users with access to the CustInquiries security key will be able to use the cube. ∙ ∙ ∙ ∙ Dimensions tab Two dimension types are available in Axapta. Press CTRL+N to create a new record. In the Aggregate function field. you must select the appropriate dimension type. In the Transaction date field. Select the query you want to use as a cube data source from the list of queries in the Data source field. Max. This is the name that will be used when a cube measure is referred to. The fields you can choose from are the ones in the fact table. Count. select the date you want to use for the individual posting if the amount is to be given in a foreign currency. Measures tab Create the measures that you will need to calculate on.4 JOB AIDS FOR THE CUBE DEFINITIONS FORM Overview tab ∙ Enter the relevant name in the Cube name field.OLAP 12-11 12.

In the Dimension type field. In the Name of table field. Press Ctrl+N to create a new level. Finally you specify the order in the hierarchy by entering a number in the Level field. ∙ Example The Customer dimension contains two levels: Customer and Customer group. You then specify whether you want the Calendar year or the accounting periods to be used. The Customer group level is based on the Name field in the CustomerGroupTable. select between the dimension types: Regular and Time Levels tab You must fill in the fields on the Levels tab once for each dimension you have specified. In the Field name field. In the Level name field you specify a suitable name. The Customer level is based on the Name field in the CustTable.OLAP 12-12 Time is special. one for each level. For a regular dimension you must specify the name of the table and the field that form the basis of the level. In the Time levels field you press CTRL+N to select the levels you want to see under the time dimension. ∙ ∙ ∙ Press CTRL+N to create a new record. by selecting an option in the Levels field group. On the Dimensions tab you select the relevant dimension. you select a field from this table. In the Dimension name field. Therefore you create two records on the Levels tab. and then you select the Levels tab. and you must give it the dimension type Time. ∙ For the Time dimension you click the drop down arrow in the Time field field to select the date that forms the basis for the Time dimension. enter a name. . you select a table among the tables used as data source for this cube.

In the Expression window you set up the calculation needed to create this specific calculated member. This will open the Calculated member builder. double-click the node (for example the Sales Balance node located under the Measures node) in the tree. ∙ To transfer a node to the Expression window. . click the Add member button.OLAP 12-13 Calculated member tab To create a new record on the Calculated member tab.

go to the Cube Instances form located in the Business analysis folder under the Setup folder on the Basic tab of the Main menu.5 CUBE VIEWING USING PIVOT TABLES You can create views for any cube known to the present Axapta. To open the View setup form. Prioritize the order of the dimensions in the specific location by entering a number in the Priority field. Do this by selecting from the drop down list. . On the Cube Instances form. click the View setup button.OLAP 12-14 12. or Page section of the view or not at all. and the measures in the lower-right part. You can also specify whether you want to enable or disable the measures. and the content of the sections is taken from the dimensions and measures in the cube. In the Location field you specify whether you want to see each dimension in the Column. Row. A view is divided into different sections. Prioritize the order of the measures by entering a number in the Priority field. In this form you see the dimensions in the lower-left part.

filtered on a more refined level than the full pivot table view. In this way you can browse through business data. Click back to the Vendors form and scroll up and down. The pivot table will be filtered at the highest level of that dimension. Example Open the Vendors form. and you see this cube from the Customer form. Relevant cubes are cubes containing fields from the data source of the specific form. You will now see the pivot table change accordingly. Filtering will only work if you have the filter dimension on the rows or columns. and select Pivot table. Click the Inquiries button. based on Axapta base data. then you will only get the filtering based on the customer group and not the more detailed level customer. click the OLAP databases button. This means that if you have a dimension with customer group and customer. it is possible to access the relevant cubes directly. . Filtering From various forms. When you view a cube linked to a form.OLAP 12-15 Note Alternatively. the pivot table will be linked in a specific dimension. or cubes belonging to the specific module. then the Database cubes button. and finally the View setup button to open the View setup form. from the OLAP servers form.

you will get a list of dimensions and measures. To create the view given below. Filter the data to show the data for customers belonging to the customer group: 20. you need to open up a view on the cube Sales from the sample Foodmart database. Try viewing the same setup as a graph. so you can swap between the default view and your own. By clicking the green X you can get the same pivot table in Excel. Drag-and-drop objects into the pivot table to make it look like the view in the screen shot. Try making your own view and save it. Exercise 2 Filter data Open a pivot table from the Customers form. .OLAP 12-16 12.6 EXERCISES Exercise 1 Set up a pivot table view By clicking the button marked with the red arrow. Here you can get a graphical view of the data.

. Time.OLAP 12-17 Exercise 3 Create a new cube Create the new cube CustRevenue1 based on the existing query OLAPCustRevenue. Hint: Use the Batch tab of the Process data form. quarter and month Calculated member: Customer Revenue = Sales Balance – End discount. The cube must comply with the following details: ∙ Measures: End Discount and Sales Balance (jointly giving the Customer revenue) Dimensions: Customer and Time Levels: Customer levels customer and customer group. use calendar year and the levels year. ∙ ∙ ∙ Exercise 4 Set up data transfer to run in batch Set up the data transfer to be run once a week at 8 pm.

00-ENUS . Domains This appendix contains: ∙ ∙ Notes and guidelines to instructors Solutions to exercises AX-300-APP-055-v01.Appendix A.

Domains II 12. Before the students arrive in the classroom it is the responsibility of the instructor to make sure that the following software is installed and setup: ∙ A MS SQL Server on each work station containing the database AXDB and the user BMSSA. and ASP. And 3 company accounts: DK. and US is switched on in the configurations. If possible an internet connection should make the e-academy available to each student.0 application and client on each work station A company called HQ created in each Axapta. and US. ∙ ∙ ∙ ∙ . and demo data for version 3.0 imported to this company Country specific functionality for the countries DK. SW. Alternatively the online course Installation and Setup Essentials can be made available on a CD. The reason for this is that some of the lessons in this course are based on the assumption that the students completed the relevant online course. three domains: Atlantic. An Axapta 3.7 GENERAL SETUP GUIDELINES The setup used in this course consists of one Microsoft Navision Axapta installation. Nordic. SW.

. it is possible to enable only the country specific functionality relevant to each country.Domains III 12. See screen shot below. This means that the US company will not be bothered with the DK country specific functionality and vice versa.8 ENABLING COUNTRY SPECIFIC FUNCTIONALITY This part of the instructors notes is related to exercise number three in the Domains lesson. There are basically two ways of enabling country specific functionality per country: ∙ Creating a number of databases corresponding to the number of countries Creating a number of domains corresponding to the number of countries ∙ These two ways will be described in the following: Creating more databases If you create a database for each country and then point to the different databases from different configurations. Example In the DK Axapta configuration using the DK database you must enable the configuration key for DK country specific functionality.

Example The DK company account must be assigned to a DK domain. it is possible to set up user rights for all the relevant user groups per domain. You will have to know which functionality it is. .Domains IV Creating more domains If you create each country specific company account as a domain. The disadvantage of this method is that you need to know which functionality is specific to which country. You can then give access to the country specific functionality that apply to the country specific domain. All the user groups must get access to the DK country specific functionality relevant to their work area. This means that the book keeper user group in the DK Domain must have access to DK book keeping functionality. You have to give access the normal way by locating the security key in the tree structure.

Press CTRL+N to create a new record. then enter a domain id and a domain name. open the Company accounts form located on the Administration tab of the Main menu. Exercise 3 Enable country specific functionality (discussion exercise) Lead the class in a discussion about how to enable country specific functionality for each country. open the Domains form located in the Setup folder on the Administration tab of the Main menu. Note: You can also assign company accounts to domains from the Company accounts tab of the Domains form. Make sure that they get to understand the two solutions described in the previous section of these instructors notes. then enter a company account id and a company account name. Exercise 2 Create company accounts To create a company account. On the Domains tab attach the company accounts to the relevant domains by using the arrow buttons to move domains between the Remaining domains area to the Selected domains area. . but be open to other solutions you may not have thought of yourself.Domains V 12.9 EXERCISE SOLUTIONS Exercise 1 Create domains To create a domain. Press CTRL+N to create a new record.

Appendix B. Document Management This appendix contains: ∙ ∙ Notes and guidelines to instructors Solutions to exercises AX-300-APP-054-v01.00-ENUS .

Hint: Make sure that the Update toolbar line button checkbox is selected under Tools/Options. Setup. Place the folder in the Axapta client directory: C:\Documents and Settings\All Users\Application Data\Navision\Axapta Application\Appl\Documents Step 2: Specify the path to the new folder in the Parameters form for document management Basic.Document Management II 12. Parameters. Step 4: Check. Call the folder Documents. Step 2: Click the Document handling icon in the tool bar (or select Command/Document handling form the toolbar) to open the Document handling form. and locate the account number 42310. and in the text box in the lower part of the form write: “Account number 42310 is only used for lamps sold to companies without a trade agreement”. the Document handling icon should look like this when the relevant record is selected.10 EXERCISE SOLUTIONS Exercise 1 Creating an archive directory Step 1: Create a new folder for the documents created in Microsoft Navision Axapta. Exercise 2 Document as note Step 1: Open the Chart of accounts form the General ledger tab. . In the Description field write: “Sales terms”. Step 3: Press Ctrl+N to create a new note. Document management.

Step 6: Test by selecting a customer in the Customers form.dot. select the Check table checkbox. and specify the path to the newly created template file. Step 3: Write the letter text below the bookmarks and save the file. clicking the New button. clicking the Document handling icon. In the Bookmark field you must assign the bookmarks Name and Address respectively. Select the CustTable and then the Name field. Step 5: Select the Fields tab and press Ctrl+N to create a new record. Use the document name: C:\Axapta client\Documents\SalesCampaign. and select the CustTable and the Address field. On the Overview tab specify that the document type should be used from the Customer table. Press Ctrl+N to create one more record. Step 4: Open the Document type form in Axapta and press Ctrl+N to create the following new document type: Type Campaign Name Sales Campaign Job description Create Word document via COM Group Document On the General tab. Also select the Hard return checkbox. . Finally click the Open button to see the file created (you can also check the archive directory to see the new file generated here). and make sure that the correct archive directory is specified. selecting the Campaign document type.Document Management III Exercise 3 Document containing information from one table Step 1: Open Word and create a letter template for the sales campaign. Step 4: Click the Options button to open the Setup form. The template must comply with the following details: Step 2: Insert the book marks Name and Address as shown in the drawing.

but get the information from the Vendor table instead of the Customer table. Address. Use the document name: C:\Axapta client\Documents\Payment. and Company as shown in the drawing. Kind regards Niffer Climbale” Exercise 5 Document containing information from more than one table Step 1: Open Word and create a letter template for the customer payment information.dot. Hints: Use the Name and the Address field from the Vendtable instead of the CustTable. It is located in port 5. The document type must tell the vendors that they from this day on must deliver all items at the new item reception located in port 5. Payment. and make sure that . select the Check table checkbox. Follow the same flow as you did in the previous exercise. Write a text about the new item reception. for example: “We have established a new item reception.Document Management IV Exercise 4 Document containing information from one table (extra) Create a document type that can be send to a vendor. Write the letter text and save the file. Step 2: Insert the book marks Name. Step 3: Open the Document type form in Axapta and press Ctrl+N to create the following new document type: Type Payment Name Payment terms Job description Create Word document via COM Group Document On the General tab. and from now on we kindly ask you to deliver your items at this new item reception.

clicking the Document handling icon. clicking the New button. Finally click the Open button to see the file created (you can also check the archive directory to see the new file generated here). selecting the Payment document type. Address Payment Company Step 6: Test by selecting a customer in the Customers form. On the Overview tab specify that the document type should be used from the Customer table. Step 4: Click the Options button to open the Setup form. Note: Check if the data structure is OK. and specify the path to the newly created template file.. Address Description Name Bookmark Name.Document Management V the correct archive directory is specified. . Step 5: On the Fields tab specify the following information: Table CustTable Payment CompanyInfo Fields Name.. The customer you use must have payment terms set up.

Appendix C. Import and Export

This appendix contains: ∙ ∙ Notes and guidelines to instructors Solutions to exercises

AX-300-APP-056-v01.00-ENUS

Import and Export

II

12.11

EXERCISE SOLUTIONS

Exercise 1

Exporting a complete company

Step 1: See Job aid Step 2: Open the Definition groups form located in the Data export/import folder under the Periodic folder on the Administration tab of the Main menu. and press CTRL+N to create a new definition group. Give it the name: All, and select all the checkboxes on the Options and Include table groups tabs to include all the relevant tables. Use the type Standard and click OK. Click the Export button and specify a name and directory for the export files. Click OK to start the export. Step 3: Close Microsoft Navision Axapta. Open the Configuration utility. On the SQL Server tab click the drop down arrow in the Database field, and select the AXTest database. Click OK to confirm and close the form. Open Axapta and open the Company accounts form located on the Administration tab of the Main menu. Press CTRL+N to create a new company account. Press the Select button to open the new company account. Step 4: Open the Import form located form located in the Data export/import folder under the Periodic folder on the Administration tab of the Main menu. Locate the file you exported, on the Advanced tab select to include system and shared tables, and then click the Import button.

Exercise 2

Exporting individual tables

Step 1: Open the Definition groups form located in the Data export/import folder under the Periodic folder on the Administration tab of the Main menu. and press CTRL+N to create a new definition group. Give it the name: HQT, use the type Standard and click OK.

Import and Export

III

Step 2: In the Definition groups form, click the Table setup button, and press CTRL+N to insert the relevant tables one by one. Step 3: Click the Export button, and specify a local directory for the file.

00-ENUS . Batch Jobs This appendix contains: ∙ ∙ Notes and guidelines to instructors Solutions to exercises AX-300-APP-052-v01.Appendix D.

Exercise 2 Batch Overview and execution Step 1: Open the Creation of collection letter job located in the Interest and collection letter folder under the Periodic folder on the Accounts receivable tab of the Main menu. Click OK to confirm. . Select the Batch processing checkbox. Step 2: Open the Batch list form located on the Basic tab of the Main menu. Fill in the values according to the information in the table. and the Batch group SecondFloor.12 EXERCISE SOLUTIONS Exercise 1 Create batch groups Open the Batch groups form located in the Batch folder under the Setup folder on the Basic tab of the Main menu. Press CTRL+N to create a new record. Select the Batch tab.Batch Jobs II 12. Step 3: Execute the job from the Processing dialog located in the Batch folder under the Periodic folder on the Basic tab of the Main menu. and check if the job is listed.

Press CTRL+N to create a new record. Step 5: Select the Batch tab and set the journal to be processed in batch. Step 7: Execute the job from the Processing dialog located in the Batch folder under the Periodic folder on the Basic tab of the Main menu. clicking the Dialog button. Note: You can open the original form per class.Batch Jobs III Exercise 3 Batch journals and execution Step 1: Open the Journal types form located in the Batch folder under the Setup folder on the Basic tab of the Main menu. Step 8: Open the Batch list form to see the job to see the new status of the job. Step 6: Open the Batch list form to see the job to see the job listed here. selecting the group SecondFloor. . Step 4: Click the Processing button to open the Batch journal execution dialog. On the General tab select the relevant classes. Press CTRL+N to create a new journal type. Here you can specify the necessary dates. Select the relevant journal name. Step 2: Open the Journal names form located in the Batch folder under the Setup folder on the Basic tab of the Main menu. Step 3: Click the Jobs button and press CTRL+N twice in the Batch journal line form to select the classes you added to the journal type.

Step 4: Click the Recurrence button and specify the following fields: Start time: 20:00:00 Start date: Today No end date Recurring pattern: Day.Batch Jobs IV Exercise 4 Setting up invoice posting as batch Step 1: Open the Batch groups form located in the Batch folder under the Setup folder on the Basic tab of the Main menu and press CTRL+N to create a new batch group. Step 2: Open the Invoice job located in the Sales update folder under the Periodic folder on the Accounts receivable tab of the Main menu. Step 3: On the Batch tab select the Batch processing checkbox and the batch group S_IN. Click OK to insert the job in the batch queue. Every week day .

Appendix E.00-ENUS . Database logging This appendix contains: ∙ ∙ Notes and guidelines to instructors Solutions to exercises AX-300-APP-057-v01.

Delete. Step 2: First select the radio button Show all tables. Step 4: Finish the wizard. . Exercise 2 Logging on fields (Exchange rates) Open the Database log form. Press CTRL+N to create a new record (this will start up a wizard). Then expand the Exchange rates table to locate the related fields.. located under the Setup folder on the Administration tab of the Main menu. Update. Note: You must run the wizard once per domain – it is not possible to multi select domains.13 EXERCISE SOLUTIONS Exercise 1 Logging on tables (Currency) Open the Database log form. Note: You must run the wizard once per domain – it is not possible to multi select domains. Then expand the General Ledger node and locate the Exchange rates... located under the Setup folder on the Administration tab of the Main menu. Select fields according to the information in the table. Step 1: Select domain. and Rename key. Then expand the General Ledger node and locate the Currency table to check it. Step 1: Select domain.. Step 3: Select all 4 options: Insert.Database logging II 12. Press CTRL+N to create a new record (this will start up a wizard). Step 2: First select the radio button Show all tables.

Database logging III Step 3: Select the Update option. . Step 4: Finish the wizard.

00-ENUS . User Setup This appendix contains: ∙ ∙ Notes and guidelines to instructors Solutions to exercises AX-300-APP-063-v01.Appendix F.

expand the Grid node. and in the User name field write Sally Milton. ∙ ∙ Click the Save button. in the new dialog select the Birthday field. ∙ Expand the Tab node. and select Setup. Close Microsoft Navision Axapta.14 EXERCISE SOLUTIONS Exercise 1 Performing a user setup Create a new user: Open the Users form from the Administration tab of the Main menu. expand the Overview node. expand the Grid node. expand the Overview node. expand the Transactions node. Select the Hours item and remove the checkmark in the Visible field. and then click OK. Press Ctrl+N to create a new user. Exercise 2 Performing a user setup Create a new user: Open the Users form from the Administration tab of the Main menu.User Setup II 12. open again and log on as HER. Move the Employee field to the top using the Up button. enter the name: Henry Raben. Right click the form somewhere on the tab pages. Press Ctrl+N to create a new user. and click the Add button. Use the Up/Down buttons to place the field in the correct order. In the User field write: SAM. . In the User field write: HER. and in the User name field write Henry Raben. click the Add field button. Expand the Tab node. Open the Employee form on the Basic tab of the Main menu. Expand the ButtonGroup node. On the Groups tab select the user group HR assistant.

and then click OK. From the same tab. and click OK. and select Setup. Log on as SAM and set the menu as start up menu under Tools/Options/Startup menu. Finally expand the Identification node and the top Item node. Right click the menu and select New tab. Open the Items form on the Inventory Management tab of the Main menu. Right click the form somewhere on the tab pages. expand the Column 2 node and then the Groups node. expand the General node. and drag them over to relevant tabs of the user menu. Click on the first tab and give it the name: Finance. Select the Coverage group field. Close Axapta. Drag the Item name field from the Item node. expand the Column 1 node. open again and log on as SAM. Do the same for the third tab Inventory. ∙ ∙ Click the Save button. Select the Sales price model field and select the Skip checkbox. Exercise 3 Creating user menus Open a new user menu from File/New/User menu give it the name SAM. ∙ Expand the Tab node. . Expand the Setup node. Locate the different forms and folders on the Main menu. and then the Price update node. and deselect the Edit contents checkbox. Give it the name Vendor/Customer. enter the name: Sally Milton.User Setup III On the Groups tab select the user group Sales Manager. and drop it on the Identification node.

User Setup 12-1 .