CHAPTER 5: SYSTEM ADMINISTRATION - Augusta...

Chapter 5: System Administration

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CHAPTER 5: SYSTEM ADMINISTRATION Objectives

The objectives are:

• Describe the organizational structure in Microsoft Dynamics® AX. • Describe basic data setup and configuration. • Create a definition group. • Import data by using Microsoft Excel.

Introduction Some tasks are typically completed by a system administrator, super-user or VAR consultant. These users have a better knowledge of the application and are responsible for making changes that affect the setup of the system.

A system administrator's tasks may include setting up new users and assigning security roles to them so that they can access and use the Microsoft Dynamics AX application. He or she may also be responsible for importing and exporting data.

Microsoft Dynamics AX is a broad-reaching, configurable ERP application. It has been designed to enable some changes to be made to business processes through configuration and parameters. This helps companies take advantage of as much or as little functionality that they need with the ability to turn other features on as the company grows. It is designed to handle multiple companies and the organizational structure can be configured visually.

Microsoft Official Training Materials for Microsoft Dynamics®

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Introduction to Microsoft Dynamics® AX 2012

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Organization Structure Microsoft Dynamics AX has a flexible organizational structure that is suited to both single-company and multi-company scenarios.

Various components facilitate the user setting up the organizational structure and relationships both within the organization and with external parties.

Global Address Book

The global address book is a central repository that contains information about each party that an organization has contact with. A party is a person or organization that is either internal or external to the organization. Each party has its own record and can be related to multiple records, such as customers, vendors, and workers.

For example, a person may be an employee. This person may also have a vendor account for reimbursement of expenses and a customer account for employee purchases. The global address book stores the person's name, address and contact information once only. The customer, vendor, and employee records display this information.

The benefits of the global address book are as follows:

• Less maintenance as there is a central place to record details such as name, address and contact information. This reduces double entry of data if a person or organization is associated in different ways.

• Improved understanding of the corporate relationship with a person or organization. An end-user can see other parts of the business which already deal with the party.

Demonstration: Address Book Parameters

Role: Tim, IT Manager

Scenario: The sales team have had problems in the past with duplicate customer records. They have asked Tim to make sure that Microsoft Dynamics AX notifies them if they are trying to create duplicate records.

1. Go to Organization administration > Setup > Global address book > Global address book parameters.

2. Select the Use duplicate check: check box.

NOTE: This will check for duplicate records for all entities which use the global address table including customers, vendors, workers and contact people.




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Demonstration: Creating a Party Record

Role: Brook, Human Resources Manager

Scenario: A new employee called Wendy Ann Turnor has been hired as a compliance manager. Brook is responsible for setting up new employee records in Microsoft Dynamics AX. She sets Wendy up as an employee. This automatically creates a party record for Wendy.

1. Go to Human resources > Common > Workers > Employees. 2. Click Hire new worker in the Action pane. 3. Enter First name Wendy, middle name Ann and last name Turnor. 4. Select the check box Assign a position and select position Business

Administrator which is position number AD-US-BA-1. 5. Click the Hire new worker button. 6. The employee details form opens. Expand the Addresses FastTab

and then click the Add button. 7. Add the following Home Address for Wendy:

a. Name or description: Home address b. ZIP /postal code: 98052 c. Street: 123 Main Street

8. Click OK to save the address. 9. Close the employee form.

Demonstration: Reusing a Party Record

Role: Brook, Human Resources Manager

Scenario: Wendy will have an expense account so Brook also has to set Wendy up with a vendor account for processing reimbursements. She creates a vendor record and links it to the employee by using the same party record.

1. Go to Accounts payable > Common > Vendors > All vendors. 2. Click New > Vendor in the Action pane. 3. Change the record type to Person. 4. Enter first name Wendy, middle name Ann and enter last name

Turnor. 5. Press TAB to move away from the last name field. The Duplicate

detected form opens. It displays the party record created when the employee record was saved.

6. Select Use selected record and then click the Select button. That uses the same global address record instead of creating a second duplicate record.

7. Select Group 10.




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8. Expand the Addresses FastTab and notice that the address added with the employee record is displayed.

9. Close the Vendor form.

Organization Models

An organization is a group of people who work together to perform a business process or to achieve a goal. Organizational hierarchies represent the relationships between the organizations that comprise your business. In Microsoft Dynamics AX you can define two types of organizations:

• Legal entities • Operating units

Legal Entities

A legal entity is an organization that is identified through a registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance.

A company in Microsoft Dynamics AX is used to collect all transactions related to one legal entity.

Operating Units

An operating unit is an organization that is used to divide the control of economic resources and operational processes in a business. People in an operating unit have a duty to maximize the use of scarce resources, to improve processes, and to account for their performance.

In Microsoft Dynamics AX, operating unit types include cost center, business unit, value stream, and department.

Operating unit type Description

Cost center An operating unit whose managers are accountable for budgeted and actual expenditures.

Business unit A semi-autonomous operating unit that is created to meet strategic business objectives.

Value stream An operating unit that controls one or more production flows.

Department An operating unit that represents a category or functional part of an organization that performs a specific task, such as sales or accounting.




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Demonstration: Create a New Operating Unit

Role: Ken, Controller

Scenario: Contoso Entertainment is experimenting with a new type of business. They create a new department which will focus on renting equipment to customers. If it is successful, they may create a new legal entity to carry on the rental business.

1. Go to Organization administration > Common > Organizations > Internal organizations.

2. Click New > Internal organization in the Action pane and select Department.

3. Click OK. 4. Enter the Name Rental. 5. Enter the Memo New business venture. 6. Click Close.

FIGURE 5.1 CREATE A DEPARTMENT

Organizational Hierarchies

Set up organizational hierarchies to view your business from different perspectives. For example, you might set up a hierarchy of legal entities for tax, legal, or statutory reporting.

You can set up a hierarchy based on operating units to report financial information that is not legally required, but is used for internal reporting. For example, you might create a purchase hierarchy to control purchasing policies, rules, and business processes.

Organizations in a hierarchy can share parameters, policies, and transactions. An organization can inherit or override the parameters of its parent organization.




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However, shared master data-such as products, address books and currencies is organization-wide, and cannot be overridden for individual organizations.

Different hierarchies can serve different purposes. The purpose that you select determines the types of organizations that can be included in the hierarchy. The following table shows the organization types that are allowed by the default hierarchy purposes.

Hierarchy purpose Organizational types allowed

Procurement internal control All

Expenditure internal control All

Organization chart All

Signature authority internal control Legal entities

Vendor payment internal control All

Audit internal control Legal entities

Security All

Centralized payments Legal entities

Demonstration: Change the Organizational Hierarchy

Role: Ken, Controller

Scenario: The new rental department rolls up to the main sales group department in the organizational chart. This change is effective immediately.

1. Go to Organization administration > Common > Organizations > Organization hierarchies.

2. Select Organizational in the list of Organization hierarchies. 3. Click View > Organization hierarchy in the Action Pane. 4. Click Edit in the Action Pane. 5. Right-click Main sales group, then select Insert > Department. 6. Departments which are not already in the hierarchy are listed. Select

Rental and then click OK. 7. Rental now appears in the chart underneath the main sales group.

Click Publish and close. 8. Enter today's date as the Effective date. 9. Enter Added rental department to Describe changes. 10. Click Publish. 11. Click OK to close the message.




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The rental department is now available for use in financial postings.

FIGURE 5.2 ORGANIZATIONAL HIERARCHY

Multi-company

Organizations with multiple companies can share information that is typically similar or the same across companies. This reduces the need to update the same data multiple times. Data that is shared across companies includes:

Currencies and Exchange rates

Currencies and exchange rates are managed centrally. This facilitates the upkeep of daily exchange rates.

Fiscal Calendars

Fiscal calendars are created to represent financial reporting periods. Each company selects a fiscal calendar to use and therefore inherits the periods specified on that calendar. This reduces maintenance of periods. Some information, such as whether the period is open or closed, is maintained specifically by a company.

Chart of Accounts

The chart of accounts can be shared across companies. Multiple chart of accounts can be created and an individual company selects a chart of accounts to use. Each company can maintain and override some specific information.




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Financial Dimensions

Financial dimensions are used to analyze financial data in more detail. Dimensions include departments, cost center, business unit and value stream. These can be shared across companies to enable cross company financial analysis.

Basic Data Setup Number Sequences

An ERP application relies heavily on the use of sequential numbering. Numbers are applied to data throughout the application for identification purposes. Numbering is typically applied in these areas:

• Transactional numbering gives each transaction a unique ID number. For example: general ledger voucher numbers, customer invoice numbers, purchase order numbers, timesheet numbers.

• Master data numbering gives each master record a unique ID number. For example: customers, vendors, workers, projects, products.

• System-wide numbering is used for basic numbering which is not module specific and necessary for basic processes. For example, activities and case numbers.

Number sequences define the numbers available for use and the formatting of those numbers. Number sequences generally are attached to data fields through the parameters in each module. Some system-wide sequences are applied on the legal entity and some more specific sequences are applied in areas such as individual journal name setup.

Number sequences typically are set up during the implementation and rarely are changed after a company goes live.

Number Sequence Settings

Some important settings on the number sequence affect how a number is selected.

Manual ignores the segments and number allocation and allows the end-user to enter the number manually.

Continuous ensures every number is used. This may result in newer records using a lower number. For example, sales quotation number is allocated from a number sequence. Nancy creates a new quotation and is allocated number 101. Kevin creates a new quotation and is allocated number 102. Nancy realizes that she made an error and deletes quotation 101. David creates a new quotation. If Continuous is selected, David's new quotation will be allocated the number 101 to ensure that there are no gaps in the numbering. If Continuous is not selected,




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David's new quotation will be allocated the number 103 and the previous number 101 never will be used.

Allow user changes generates the next number based on the segment and next number but the end-user can change to a higher and/or lower number.

FIGURE 5.3 NUMBER SEQUENCE SETTINGS

Demonstration: Change a Number Sequence

Role: Simon, Consultant

Scenario: Simon works for a VAR and is setting up Microsoft Dynamics AX for Contoso Entertainment. He has been asked to change the format of the purchase order number to PO###### starting with number 100001.

1. Go to Procurement and sourcing > Common > Purchase orders > All purchase orders.

2. Click New > Purchase order in the Action Pane. 3. Select vendor 1001 and then click Yes to transfer vendor

information. 4. Expand the General FastTab and notice the purchase order number

000410 is allocated. This is based on the current number sequence for purchase order numbers.

5. Click Cancel. 6. Go to Organization administration > Common > Number

sequences > Number sequences. 7. Select Area Purchase, Reference Purchase order, Company CEU. 8. Number sequence AP_008 is used to allocate the purchase number.

Click Maintain > Edit in the Action Pane.




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9. Expand the Segments FastTab. Click Add. 10. Change the Segment on the new second line from Alphanumeric to

Constant. Enter PO in the Value. 11. Select the second line and then click the Move up button so that the

format is displayed as PO######.

FIGURE 5.4 NUMBER SEQUENCE SETUP

1. Expand the General FastTab. 2. Enter 100001 as the Next number to reset the number sequence to

begin at number 100001. 3. Clear the Continuous check box. 4. Click Yes to accept the warning. Care should always be taken when

you change number sequences. 5. Click the Close button. 6. Click Yes to accept the warning. 7. Go to Procurement and sourcing > Common > Purchase orders >

All purchase orders. 8. Click New > Purchase order in the Action pane. 9. Select vendor 1001 and then click Yes to transfer vendor

information. 10. Expand the General FastTab and notice the purchase order number

PO100001 is allocated. 11. Click Cancel.




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Configuration

Microsoft Dynamics AX is a highly configurable and flexible application. A lot of functionality is driven by parameters that do not require code changes. This allows a company to easily adjust the functionality it uses as the business grows and changes.

License Configuration

Configuration keys are used to enable smaller pieces of functionality. This simplifies the implementation for companies that do not require all functionality available within a module. The company simply can disable that function during the implementation and all reference to that functionality within the application is removed from view.

If at a later date, the company decides to begin using the functionality, it can simply enable the configuration key and set up the required data. No development or reinstallation of software is required.

For example, a company is using the inventory and trade modules to sell inventory. Part of the functionality delivered in the base application is to enable the setup of bills of material (BOM) for produced items. This company does not ever produce or kit items and therefore does not need this functionality. It can disable BOMs in the license configuration and all reference to BOMs will be removed from the application.

NOTE: Disabling a configuration key causes related tables to be treated as temporary tables. This will delete data in those tables. Changes to license configuration should be done with extreme care!




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License configuration can be viewed in System Administration > Setup > Licensing > License configuration.

FIGURE 5.5 LICENSE CONFIGURATION

Parameters

Each module has its own parameters. Many companywide decisions are enforced through these parameters. Changing parameters can change the behavior of the application so it is important that only consultants or employees who have a good understanding of the module and these parameters make changes. Parameters are not regularly changed after the system is in use.

For example:

• Contoso US allows a maximum penny difference of 1 cent. (This is relevant if there is a difference when you round from another transaction currency to the company currency US dollars). This is a companywide decision that is related to the General Ledger module. Therefore, you can expect to find this setting in General Ledger Parameters. o Go to General ledger > Setup > General ledger parameters >

General.




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• Contoso US wants to make sure that vendor invoices are not entered more than once accidentally. The company wants to make sure that duplicate invoice numbers are not accepted. This is a companywide decision which is related to the Accounts Payable module. Therefore, you can expect to find this setting in the Accounts Payable Parameters. o Go to Accounts Payable > Setup > Accounts payable

parameters > Invoice.

FIGURE 5.6 PARAMETERS




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Groups

Groups are used extensively through Microsoft Dynamics AX. When possible, functionality or attributes are set at a group level instead of at an individual record. This makes mass maintenance easier than repeating the attributes on each record. In some cases individual records inherit the group setting but can be overridden at the individual level.

For example:

• Contoso uses different inventory costing methods, depending on the type of item. Local items are costed using a standard cost price. The costs of imported items vary greatly with exchange rate differences, so that the company prefers to use FIFO costing for imported items. This is something that relates to a group of items. You can expect to find an item is part of an item group. This costing decision is dictated on the group. In this example, the Item model group dictates the costing method. o Go to Inventory and warehouse management > Setup >

Inventory > Item model group > Inventory model FastTab. • Contoso generally gives all retail customers payment terms of net 10

days. The company can set the default payment terms on the customer group. This information is then copied to any new customer record created with the retail customer group. It can then be overridden on the customer account if it is necessary. o Go to Accounts receivable > Setup > Customers > Customer

groups.

FIGURE 5.7 GROUPS




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Users Microsoft Dynamics AX is integrated with Active Directory (AD) for user authentication. AD confirms the identity of end-users when they log on to a domain by providing a user name and password in the Microsoft Windows logon screen. AD lets users access resources such as data, applications, or printers that are located anywhere on the network. A key feature of AD user authentication is its single sign-on capability. This makes integrated applications such as Microsoft Dynamics available to the end-users without them having to provide credentials multiple times.

Microsoft Dynamics AX users must be associated with an AD account, that you can do by importing users from AD. When a user is created in Microsoft Dynamics AX, the user is given security roles that give access to the functionality and data required to do job tasks.

A new user request can be generated in the Human Resources module. This creates a workflow for the approval of a new user.

Demonstration: Set up a New User in AD


Scenario: Tim has been advised that a new employee, Wendy Turnor, has started with Contoso today. Tim needs to give Wendy network access by setting her up in AD.

1. Go to Windows Start button > Administrative tools > Active Directory Users and Computers.

2. Right-click Users and select New > User. 3. Enter First name Wendy, Last name Turnor, User logon name

wendy. Click Next. 4. Enter and confirm password Pa$$w0rd 5. Clear User must change password at next logon. 6. Click Next. 7. Click Finish. 8. Scroll to the bottom of the list of users and select the newly created

user Wendy Turnor. 9. Right-click on Wendy Turnor and select Properties. 10. For the purposes of this exercise, you will put Wendy in the

Administrators group so that she has access to various network requirements. Click the Member Of tab.

11. Click the Add button. 12. Type Administrators in the Enter the object names to select

(examples): text box.




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13. Click Check Names. 14. Click OK. 15. Click OK. 16. Close the Active Directory Users and Computers form.

Microsoft Dynamics AX users

An employee must be setup as a user in Microsoft Dynamics AX and given access to functionality through the use of security roles. This user account in Microsoft Dynamics AX is linked to the Active Directory user so the user account is authenticated.

You can request a new user within the Human Resources module. This takes advantage of workflow to approve the request prior to setting up the user in Microsoft Dynamics AX.

You can import users from Active Directory into Microsoft Dynamics AX and assign them security roles. A security role gives access to functionality based on the employee's role in the organization. More than 80 security roles are available out of the box. These roles can be modified and new roles can be created to meet the security requirements of each implementation and user.

All internal employees should be assigned the following roles:

• System user role gives access to basic functionality which is required to use Microsoft Dynamics AX.

• Employee role gives access to functionality available to all internal employees, such as employee self-service on the Enterprise Portal.

• One or more functional roles give access to the functionality required to perform tasks.




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Demonstration: Import a User from Active Directory


Scenario: Tim has been asked to set up Wendy as a user in Microsoft Dynamics AX. She has been hired as a Business Administrator. She will be working in compliance and will help with budgeting. Wendy's role center should display the Budget Manager profile.

1. Go to System administration > Common > Users > Users. 2. Click New > Import in the Users tab of the Action Pane. 3. Click Next. 4. Select Contoso.com as the Domain name. 5. Enter Wendy as the First Name. 6. Click Next. 7. Select the Import check box for Wendy Turnor and then click

Next. 8. Click Next. 9. Select the following roles by highlighting the available role and

clicking the < arrow button to move them to Selected roles: o Employee o System user o Compliance manager o Budget manager

10. Click Next. 11. Use Same profile in all companies: and select Budget Manager as

Wendy's user profile. 12. Click Next. 13. Click Finish.

Demonstration: Associate a User with an Employee Record


Scenario: Tim needs to associate this new user account with the employee record that Brook created earlier. This association will allow Wendy to view her information in employee self-service on Enterprise Portal. It is also necessary if she will use workflow.

1. Go to System administration > Common > Users > Users. 2. Select the user Wendy. 3. Click Setup > Relations in the Action Pane. 4. Click the New button. 5. Click the drop-down button in the Person field.




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6. Select Filter persons by Worker. 7. Scroll to the bottom of the list and select Wendy Ann Turnor and

then click OK.

HINT: The scroll bar scrolls up or down one page at a time. You can go directly to the bottom of the list by right-clicking on the scroll bar and selecting Bottom.

8. Click Close.

Demonstration: View User Access

Role: Wendy, Business Administrator

Scenario: Wendy logs on to Microsoft Dynamics AX to view her access.

1. Click the Windows Start button. 2. Click on the power button options and select Switch user.

FIGURE 5.8 POWER BUTTON OPTIONS

3. Press Ctrl-Alt-Delete to log on. 4. Select Other user. 5. Enter User name Wendy and Password Pa$$w0rd. 6. Open Microsoft Dynamics AX. 7. Click OK to be prompted later to participate in the customer

experience improvement program. 8. Notice that she has the budget manager role center and limited access

based on her security roles. 9. Click the Windows Start button. 10. Click on the power button options and select Switch user. 11. Press Ctrl-Alt-Delete to log on. 12. Select Contoso\Administrator. 13. Enter Password Pa$$w0rd. 14. Press ENTER.




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Active Directory Groups

AD users are put into AD groups to activate network security. For example, AD groups are used to give users access to SharePoint and SSRS. This is required to allow Microsoft Dynamics AX users to access Enterprise Portal and roles pages or to print Microsoft Dynamics AX reports.

The use of AD groups can also facilitate setting up users in Microsoft Dynamics AX. Tim, the IT Manager, could set up Active Directory groups that correspond to Microsoft Dynamics AX security groups. He can assign Microsoft Dynamics AX permissions to the AD group. When an AD user is put in that AD group, he or she is added as a user in Microsoft Dynamics AX automatically with the user group assigned to the AD group. This reduces the time and steps that are required to create new users in Microsoft Dynamics AX.

Data Import/Export Microsoft Dynamics AX provides an open architecture that supports the import and export of data. There are many methods that are available to do this. Some of the most common methods are as follows:

• Definition groups - the most effective way to export data for import back into Microsoft Dynamics AX.

• Microsoft Excel - the most configurable way to import data. Spreadsheet columns can be configured and mapped directly to tables and fields within Microsoft Dynamics AX.

Definition Groups

Using definition groups is the easiest method of exchanging data that is already stored within Microsoft Dynamics AX. A definition group defines a list of tables to be exported and/or imported from Microsoft Dynamics AX.

• A definition group lists the tables to be exported. • Data is exported from the tables in the definition group and two files

are created. o The .dat file contains the data. o The .def file contains the table and field structure of the

associated .dat file.

• Data from a .dat and .def file can be imported directly into Microsoft Dynamics AX.




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Definition groups are particularly useful in the following situations:

• There is one, or a few, tables already setup in Microsoft Dynamics AX which you want to use in another company. You can setup the definition group manually to only include these tables.

• You are testing the data setup and would like to export all setup without any transactions to reuse in another test company. All tables in Microsoft Dynamics AX are grouped by type. You can setup the definition groups to only include tables that are not transactional in nature.

• You want to take a backup of all data currently in a Microsoft Dynamics AX company. You can setup the definition group to include all tables.

Demonstration: Create a Definition Group

Role: Simon, Consultant

Scenario: Simon is working on the Contoso Entertainment implementation. He would like to take the basic setup that he has already done in the test company and copy it to a new company to continue testing without any previous transactional data. He creates a definition group and exports the data ready to import into a new company.

1. Go to System administration > Common > Data export/import > Definition groups.

2. Click the New button in the Action Pane. 3. Enter NoTrans as the Definition group. 4. Enter No Transactions as the Description. 5. Click the Include table groups tab. 6. Make sure that only Parameter, Miscellaneous, Framework,

Group and Main tables are included. 7. Click OK. 8. Click Select tables from the Action Pane to view a list of the tables

that were selected. Individual tables can be added or deleted here. 9. Click Close. 10. Click the Export to option in the Action Pane. Click Cancel. If an

end-user were to enter a File name and then click OK, the data would be exported from all tables included in the definition group into a Microsoft Dynamics AX data export file.

11. Click Close.




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Microsoft Excel

The Office Add-in for Microsoft Excel provides the ability to update and import data in Microsoft Dynamics AX.

The Microsoft Dynamics AX tab of the action pane in Microsoft Excel allows an end-user to connect to a table or to a view which contains fields in multiple tables. This allows data to be imported from a spreadsheet.

Demonstration: Import Customer Groups from Microsoft Excel


Scenario: A new customer group is required for any customers who are added as part of the new Rental business venture.

1. Open Microsoft Excel. 2. Click the Dynamics AX tab. 3. Click Add Data > Add Tables. 4. Double-click CustGroup in the Available tables list to move it to

the Selected tables list. 5. Click OK. 6. A list of fields on the customer group table are displayed in the pane

on the left of the spreadsheet. 7. Double-click Description to add it to the spreadsheet. 8. Double-click Terms of payment to add it to the spreadsheet. 9. Click Field Chooser in the Dynamics AX tab to return to view

mode. 10. Click the Refresh all icon to display the current data in Microsoft

Dynamics AX. 11. Enter 50 in cell B9. 12. Rental customers in cell C9. 13. Select cell D9 and then click Field Lookup in the Dynamics AX

tab. This displays a lookup on the terms of payment. Select N014 and then click OK.

14. Click the Publish Data icon in the Dynamics AX tab. 15. Select the Dynamics AX Status worksheet to see the details of the

published data. 16. Close Excel. 17. Do not save changes. 18. Open Microsoft Dynamics AX. 19. Go to Accounts Receivable > Setup > Customers > Customer

Groups. 20. Confirm that the new group has been added. Close the Customer

Group form.




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Summary In this chapter you learned how to set up a new user and grant access to functionality relevant to the user's role in the organization. You learned the basics of the organizational structure and configuration of business processes using the parameter and group settings. You learned methods to export and import data.




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Test Your Knowledge Test your knowledge with the following questions.

1. Which of these are operating units available out of the box? (Select all that apply)

( ) Legal entity ( ) Department ( ) Value stream ( ) Cost center

2. Where would you expect to find each of the following configurations:

_____ 1. I want to specify the format that is used for customer numbers _____ 2. I want to make sure the whole company rejects duplicate general ledger voucher numbers. _____ 3. I want to specify the default vendor tax group for domestic vendors. _____ 4. I want to allow all salespeople to reserve stock that is still on order and has not yet been received from a vendor. _____ 5. I want every customer record to have a tax group specified. _____ 6. I want everyone in the company to specify start and end times on their timesheet. _____ 7. I want to set the company wide mileage reimbursement amount. _____ 8. I want to number fixed assets by fixed asset group.

a. Travel and expense > Setup > Travel and expense parameters

b. Accounts payable > Setup > Vendors > Vendor groups

c. Fixed assets > Setup > Fixed asset groups

d. General ledger > Setup > General ledger parameters

e. Accounts receivable > Setup > Accounts receivable parameters > General

f. Project management and accounting > Setup > Project management and accounting parameters

g. Accounts receivable > Setup > Accounts receivable parameters > Number sequences

h. Inventory and warehouse management > Setup > Inventory and warehouse management parameters > General

3. Which of these is a valid way to set up a new user in Microsoft Dynamics AX? (Select all that apply)

( ) Create a new user request and submit for approval. ( ) Import users from Active Directory. ( ) Manually create a user in Microsoft Dynamics AX and specify the

associated Active Directory account. ( ) Set up a worker record in the Human Resources module.




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Quick Interaction: Lessons Learned Take a moment and write down three key points you have learned from this chapter

1.

2.

3.




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Solutions Test Your Knowledge

1. Which of these are operating units available out of the box? (Select all that apply)

(√ ) Legal entity (√ ) Department (√ ) Value stream (√ ) Cost center

2. Where would you expect to find each of the following configurations:

g 1. I want to specify the format that is used for customer numbers d 2. I want to make sure the whole company rejects duplicate general ledger voucher numbers. b 3. I want to specify the default vendor tax group for domestic vendors. h 4. I want to allow all salespeople to reserve stock that is still on order and has not yet been received from a vendor. e 5. I want every customer record to have a tax group specified. f 6. I want everyone in the company to specify start and end times on their timesheet. a 7. I want to set the company wide mileage reimbursement amount. c 8. I want to number fixed assets by fixed asset group.

a. Travel and expense > Setup > Travel and expense parameters

b. Accounts payable > Setup > Vendors > Vendor groups

c. Fixed assets > Setup > Fixed asset groups

d. General ledger > Setup > General ledger parameters

e. Accounts receivable > Setup > Accounts receivable parameters > General

f. Project management and accounting > Setup > Project management and accounting parameters

g. Accounts receivable > Setup > Accounts receivable parameters > Number sequences

h. Inventory and warehouse management > Setup > Inventory and warehouse management parameters > General

3. Which of these is a valid way to set up a new user in Microsoft Dynamics AX? (Select all that apply)

(√) Create a new user request and submit for approval. (√) Import users from Active Directory. (√) Manually create a user in Microsoft Dynamics AX and specify the

associated Active Directory account. ( ) Set up a worker record in the Human Resources module.




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