Apress,.Dynamics.AX.A.Guide.to.Microsoft.Axapta.(2005).BBL.LotB The world’s leading Axapta 3.0 experts will take you from Axapta novice to pro in this book. This authoritative and comprehensive guide walks you gently through the bulk of what you need to know to productively apply the system in the real worldwith real data, sizing guidelines, deployment architectures, and code. By the book’s end, you will have acquired practical hands-on experience. You’ll be able to get Axapta 3.0 up and running, and identify gaps between the out-of-the-box product and your actual business needs. You’ll also know how to automate real-world business functions.
4894chFM.qxd 9/20/05 7:05 PM Page i Dynamics AX A Guide to Microsoft Axapta Luis X B Mourão and David Weiner 4894chFM.qxd 9/20/05 7:05 PM Page ii Dynamics AX: A Guide to Microsoft Axapta Copyright © 2006 by Luis X B Mourão and David Weiner All rights reserved No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without the prior written permission of the copyright owner and the publisher ISBN: 1-59059-489-4 Printed and bound in the United States of America Trademarked names may appear in this book Rather than use a trademark symbol with every occurrence of a trademarked name, we use the names only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark Lead Editor: Tony Davis Technical Reviewers: Richard Banham, Ramprasad Sandilya Editorial Board: Steve Anglin, Dan Appleman, Ewan Buckingham, Gary Cornell, Tony Davis, Jason Gilmore, Jonathan Hassell, Chris Mills, Dominic Shakeshaft, Jim Sumser Associate Publisher: Grace Wong Project Manager: Sofia Marchant Copy Edit Manager: Nicole LeClerc Copy Editors: Candace English, Ami Knox Assistant Production Director: Kari Brooks-Copony Production Editor: Ellie Fountain Compositor and Artist: Kinetic Publishing Services, LLC Proofreader: Elizabeth Berry Indexer: Brenda Miller Interior Designer: Van Winkle Design Group Cover Designer: Kurt Krames Manufacturing Director: Tom Debolski Distributed to the book trade worldwide by Springer-Verlag New York, Inc., 233 Spring Street, 6th Floor, New York, NY 10013 Phone 1-800-SPRINGER, fax 201-348-4505, e-mail orders-ny@springer-sbm.com, or visit http://www.springeronline.com For information on translations, please contact Apress directly at 2560 Ninth Street, Suite 219, Berkeley, CA 94710 Phone 510-549-5930, fax 510-549-5939, e-mail info@apress.com, or visit http://www.apress.com The information in this book is distributed on an “as is” basis, without warranty Although every precaution has been taken in the preparation of this work, neither the author(s) nor Apress shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this work The source code for this book is available to readers at http://www.apress.com in the Source Code section 4894chFM.qxd 9/20/05 7:05 PM Page iii Contents at a Glance About the Authors xv About the Technical Reviewer xvii Acknowledgments xix Introduction xxi ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER 10 ■CHAPTER 11 ■CHAPTER 12 ■CHAPTER 13 ■CHAPTER 14 ■CHAPTER 15 ■CHAPTER 16 ■CHAPTER 17 ■CHAPTER 18 ■CHAPTER 19 ■CHAPTER 20 ■CHAPTER 21 ■APPENDIX A ■APPENDIX B What Is Axapta? Axapta Installation 11 Configuration and Post-Installation 33 Navigation and User Options 71 Administration 89 Human Resources 127 Finance 137 Inventory Management 151 Trade 165 Manufacturing 183 Master Planning 193 CRM 205 Project 217 Reporting and Business Analysis 227 Integration APIs 237 Enterprise Portal 255 Architecture 273 Development 309 Data and Databases 355 X++ 375 Deployment 393 Documentation 423 Command-Line Parameters 429 iii 4894chFM.qxd 9/20/05 7:05 PM ■APPENDIX ■APPENDIX ■APPENDIX ■APPENDIX ■APPENDIX C D E F G Page iv Module Summaries 435 Keyboard Shortcuts 441 License Codes 449 Codes and Mappings 453 Database Compatibility 459 ■INDEX 461 iv 4894chFM.qxd 9/20/05 7:05 PM Page v Contents About the Authors xv About the Technical Reviewer xvii Acknowledgments xix Introduction xxi ■CHAPTER What Is Axapta? Highlights A Brief History Technology and Architecture Overview The Development Environment Application Layers 3-Tier Architecture Modules The Base Package Business Applications Web Applications Wrap-Up ■CHAPTER Axapta Installation 11 Meeting Axapta Hardware and Software Requirements 11 General Recommendations 12 Minimum Requirements 12 Setting Up the Database 15 Performing a New Axapta Installation 16 Accessing Axapta Documentation 17 Installing Axapta 3.0 18 Modifying Axapta 28 Upgrading Axapta 29 Installing Hotfixes and Service Packs 30 Wrap-Up 31 v 4894chFM.qxd vi 9/20/05 7:05 PM Page vi ■CONTENTS ■CHAPTER Configuration and Post-Installation 33 Configuration Tools 34 2-Tier Configuration 34 General Configuration 35 Client Configuration 38 Database Configuration 39 SQL Server Configuration 42 Oracle Configuration 45 Tracing Configuration 47 Business Connector 49 Managing Configurations 52 Post-Installation 54 Compile Application 55 License Information 56 Configuration 57 Adjust Global Types 58 Synchronize 59 Initializing the Help System 59 Update Cross-Reference 60 Authorization 62 3-Tier Configuration 63 Server Manager 63 3-Tier Client 66 Demo Data 69 Wrap-Up 69 ■CHAPTER Navigation and User Options 71 The Axapta Desktop 71 The Title Bar 72 The Menu Bar 73 The Toolbar 76 The Main Menu 77 The Status Bar 78 Forms, Dialogs, and Reports 78 Forms 79 Dialogs 82 Reports 83 Searching and Filtering 85 Shortcut Keys 86 Wrap-Up 87 4894chFM.qxd 9/20/05 7:05 PM Page vii ■CONTENTS ■CHAPTER Administration 89 Authentication 90 Overview 90 Authenticating Users in an AOS 90 Codes and Keys 93 License Codes 94 Configuration Keys 96 Security Keys 97 Authorization 97 Domains 98 Virtual Company Accounts 99 Company Accounts 100 User Groups 101 Users 104 Password Parameters 110 Record-Level Security 111 Maintenance Tasks 112 Online Users 112 E-mail 112 Log System 114 Batch Jobs 116 Data Maintenance 118 Backups 120 Wrap-Up 124 ■CHAPTER Human Resources 127 Setup 127 The Employee Form 128 The Network Form 130 The Organization Form 130 The Skill Types and Skills Forms 131 The Loan Types and Loan Items Forms 132 Recruitment 133 Wrap-Up 135 ■CHAPTER Finance 137 Setup 137 Dimensions 138 Financial Periods 140 vii 4894chFM.qxd viii 9/20/05 7:05 PM Page viii ■CONTENTS Currency 141 Chart of Accounts 143 Journals 144 Sales Tax 145 System Accounts 146 Customer and Vendor Groups 147 Customer and Vendor Records 148 Posting Profiles 148 Processes 149 Wrap-Up 149 ■CHAPTER Inventory Management 151 Setup 152 Item Type 152 Item Group 153 Inventory Model Group 154 Dimension Group 155 Item Dimensions 157 Warehouses 158 Serial/Batch Number 160 Processes 160 Inventory Closing and Adjustment 161 Inventory Journals 162 Wrap-Up 163 ■CHAPTER Trade 165 Setup 165 Trade Agreements 165 External Item Numbers 172 Processes 173 Wrap-Up 181 ■CHAPTER 10 Manufacturing 183 Setup 183 Bill of Materials (BOM) 184 Work Center Groups and Work Centers 185 Operations 186 Routes 188 4894chFM.qxd 9/20/05 7:05 PM Page ix ■CONTENTS Processes 189 Production Orders 189 Journals 191 Wrap-Up 191 ■CHAPTER 11 Master Planning 193 Setup 193 Coverage Groups 194 Item Coverage 195 Forecast Models 197 Item Allocation and Period Allocation 197 Forecasts 199 Production Scheduling 200 Forecast and Master Plans 201 Processes 202 Safety Stock Journals 202 Forecast Scheduling 203 Master Scheduling 203 Wrap-Up 204 ■CHAPTER 12 CRM 205 Setup 207 Business Relations 207 Contact Persons 209 Quotations 211 Activities 214 Processes 215 Workbook 215 Wrap-Up 216 ■CHAPTER 13 Project 217 Setup 218 Prices 218 Line Property 219 Journals 220 Project Groups 220 Ledger Posting 222 Categories and Category Groups 222 ix 4894chAppF.qxd 458 9/20/05 10:52 AM Page 458 APPENDIX F ■ CODES AND MAPPINGS In table F-5 we list only language codes that have changed between Axapta 2.5 and 3.0 All others exist in both versions Table F-5 Language License Codes Axapta 2.5 Code Axapta 3.0 Code Comments French (Luxembourg) (fr-lu) French (Belgium) (fr-be) 2.5 language is deprecated English (Canada) (en-ca) English (en-us) 2.5 language is deprecated English (New Zealand) (en-nz) English (en-au) 2.5 language is deprecated 4894chAppG.qxd 9/20/05 10:53 AM APPENDIX Page 459 G ■■■ Database Compatibility A xapta can work with Microsoft SQL Server or the Oracle RDBMS for persisting system and business data However, you must have the right versions of Axapta and the database This appendix tells you which versions of the respective databases MBS has certified for which version of Axapta from 3.0 and higher As a rule, all releases of a database higher then the one certified by MBS work with Axapta 3.0 and the available service packs; however, combinations that are not certified may introduce unknown bugs The Oracle compatibility list in Table G-1 is quite straightforward Table G-1 Oracle Compatibility Axapta Version Oracle Client/ODBC Version Oracle Server Version 3.0 9.0.1 + Oracle Patch 9.0.1.3.1 Patch 9.0.1 + Oracle Patch 9.0.1.3.1 Patch 3.0 SP1 9.2.0.2 9.2.0.2 MBS has not issued statements of compatibility for Axapta 3.0 SP2 and SP3 with Oracle 9.0.1 + Oracle Patch 9.0.1.3.1 Patch and higher 9i-series releases However, the service packs are in use in production installations with no known new issues Axapta 3.0 SP3 has also been tested and is in use at different sites with Oracle Database 10g without known new issues As with Oracle, the compatibility statements for Microsoft SQL Server are not very extensive, and likewise Axapta 3.0, SP1, SP2, and SP3 all work with SQL Server 2000 and all its service packs Table G-2 sums it up Table G-2 Microsoft SQL Server Compatibility Axapta Version Microsoft SQL Server Version Required ODBC Component Versions 3.0 SQL Server 2000 SP2 2000.80.194, 2000.80.528 ■Note For security reasons it’s important that you install the latest service pack for Microsoft SQL Server 459 4894chAppG.qxd 460 9/20/05 10:53 AM Page 460 APPENDIX G ■ DATABASE COMPATIBILITY Generally it’s recommended that you use an ODBC driver that corresponds to the SQL Server service pack installed It will not start with an ODBC driver that’s older than the one specified, and you should as a matter of principle use the latest one available; however, newer drivers are known to create issues that can be resolved by falling back to an older version that’s certified by MBS Axapta functions with most SQL Server drivers, but compatibility issues exist with some ODBC/MDAC combinations Table G-3 lists certified ODBC-to-MDAC combinations for Microsoft SQL Server 2000 Table G-3 MDAC-to-ODBC Compatability MDAC Version ODBC Version 2.6 2000.80.194 2.6 SP1 2000.80.380 2.6 SP2 2000.80.528 2.7 (XP) 2000.81.7713.00 2.7 (.NET) 2000.81.8713.02 2.7 Refresh 2000.81.9001.0 4894chIDX.qxd 9/20/05 7:53 PM Page 461 Index ■Symbols /* .*/ (asterisk and forward slash), in comments, 385 // (forward slashes), in comments, 385 ; (semicolon), 384 ■Numbers 2-tier clients, 28 2-tier mode, Axapta installation and, 16 configuring, 34–52, 274 system design and, 397 3-tier clients configuring, 66–68 installing, 27 3-tier mode, 5, 274 configuring, 63–68, 275–278 system design and, 397 1099 functionality, 142 ■A actions, Activities form (CRM) and, 214 Active Directory, integration with, 92 Active Server Pages (ASP), 256 Activities form (CRM main menu), 205, 214 Workbook form and, 215 Adjust Global Types form, 58 Admin domain, 98 Admin user groups, 101 Admin users, 101 administration, 89–125, 362–368 administrative tools controls, for Business Connector, 51 ALD files (Axapta Label Data files), backups and, 120 Analysis Services (Microsoft SQL), 227–229, 231 AOS (Axapta Object Server), 275, 289 authenticating users and, 90–93 installing, 26 minimum requirements and, 14 upgrading, 29 using multiple, 279 AOT (Application Object Tree), 30, 314, 316, 326–332 keyboard shortcuts and, 441 APIs (Application Program Interfaces), integrating with Axapta, 237–254 application (of Axapta), 4, 11, 275 Application component, 283–287 installing, 20–22 upgrading, 29 application layers, 4, 292–295, 420 Application Object Tree See AOT application object types, 332–345 Application Program Interfaces (APIs), integrating with Axapta, 237–254 application server, 13 applications architecture and, 274–282 multiple-application setups and, 281 working environment and, 296–299 appointments, Activities form (CRM) and, 214 architecture of Axapta, 4, 273–307 ASP (Active Server Pages), 256 assignments (X++), 385 asterisk and forward slash (/* */), in comments, 385 ASU load, 394 ASU values, 409 authentication, 44, 90–93 Authorization (general task), 62, 97–112 Auto-Report wizard, 232–234 auto-reports, 227, 232–234 Axapta administrative tasks in, 89–125, 362–368 APIs, integrating with, 237–254 architecture of, 4, 273–307 configuring, 33–68 command-line parameters for, 429–434 customizing, tools for, 309–354 deploying, 393–421 exchanging data with other systems, 371 hardware/software requirements for, 11–15 history of, 2–5 installing, 11–31 checklist for, 54, 62 Microsoft-recommended setup and, 14 step-by-step, for version 3.0, 18–28 key strengths of, 461 4894chIDX.qxd 462 9/20/05 7:53 PM Page 462 ■INDEX license for, loading, 56 modifying, 28 multiple-client setups and, 278 post-installation phase for, 54–62 Service Pack and, 162 system design for, 395–410 upgrading, 29, 453 versions of, Web applications and, X++ programming language for, 375–392 Axapta application, 11 Axapta client, 11 Axapta configuration utility (AxConfig.exe) 2-tier configuration mode and, 34–54 3-tier configuration mode and, 63, 66–68 Axapta debugger, 349–352 Axapta desktop, 71–78 Axapta Label Data files (ALD files), backups and, 120 Axapta Object Server See AOS Axapta Object Tree See AOT Axapta server manager utility (AxCtrl.exe), 34 ■B backups, 120–124 Balanced Scorecard module, 227, 236, 439 bandwidth, 396 Base Enums, 337 base package, batch jobs, 116–118 batch numbering, 160 batch servers, 116 Benchmark tool, 316, 399 benchmarking, 398–410 analyzing data and, 408–410 running benchmarks and, 404–408 Best Practices tool, 352 bills of materials (BOMs), 183–185 BizTalk server (Microsoft), Commerce Gateway and, 252 BOMs (bills of materials), 183–185 branching control statements (X++), 385–387 Business Analysis modules, 15, 227–235, 440 business applications, Application component and, 283–287 Business Connector, 8, 237, 246–249, 255, 256 Commerce Gateway and, 252 Business Connector tab (Axapta Configuration Utility), 49–52 business data, backups and, 120 business logic, Business Process Management modules, 439 Business Relation form (CRM main menu), 205, 207–209 ■C caching, 304–307 categories, 222, 264 category groups, 222 chart of accounts, 143 classes, 332, 338 classes (X++), 379–381 client (of Axapta), 275 Client component, 287–289 installing, 23–26 upgrading, 29 client hardware, minimum requirements and, 13 Client tab (Axapta Configuration Utility), 38 clients architecture and, 274–282 multiple-client setups and, 278 updating, 415–420 working environment and, 296–299 CMS (Content Management System), 255, 264–270 code Best Practices tool and, 352 debugging, 93, 349–352, 441 performance and, 368 Code Explorer, 316 Code Profiler, 316, 352 COM clients, 249 COM Connector See Business Connector command-line parameters, 429–434 Command menu (Axapta desktop), 76 comments (X++), 385 Commerce Gateway, 8, 238, 252 company accounts, 99, 100 compiler (X++), 348 composite data types, 377 compound statements (X++), 385 Computer combo box (Server Manager), 63 conditional statements (X++), 385–387 Configuration form, 57, 96 configuration keys, 94, 96, 337, 356 Benchmark tool and, 399 configuration tools, 34 configuring 3-tier clients, 66–68 3-tier mode, 63–68 Axapta, 33–68 connection controls, for database configuration, 41 consultant role, 263 Contact Persons form (CRM main menu), 205, 209–211 Content Management System (CMS), 255, 264–270 4894chIDX.qxd 9/20/05 7:53 PM Page 463 ■INDEX context menus, 80 Cost Accounting modules, 440 Cost Center dimension, 138 Cost Price – Hour form, 218 costs journal, 220 coverage groups, 194–195 CRM (Customer Relationship Management) modules, 205–216, 440 cross-references, updating, 60–62 Cube Definition Manager (Business Analysis module), 230 Cube Instances form (Business Analysis module), 230, 231 cubes (3-D views of data), 227–231 currencies, 141–143 customer groups, 147 customer records, 148 Customer Relationship Management (CRM) modules, 205–216, 440 customer role, 263 customer statistics, CRM modules and, 206 customers, quotations and, 211–213 customizations distributing, 415, 420 service packs/hotfixes and, 31 ■D Damgaard A/S, data importing/exporting, 122–124, 371 managing, 118–120 data dictionary, 333, 356–361 data layer, limitations and, 370 data sets (demonstration), 69 data statements (X++), 388 data types, 376–378 adjusting, 58 extended, 336 mappings to SQL Server and Oracle, 359 data, in forms saving/restoring, 82 searching/filtering, 85 DataAreaId field, 358 database compatibility, 31, 459 database field data types, 359 database logging, 114 database password controls for Oracle configuration, 47 for SQL Server configuration, 44 database server, 13, 275 Database Setup page (Client Setup wizard), 24 Database tab (Axapta Configuration Utility), 39–42 Database wizard, 24 databases, 355–373 connections to, 361 limitations on, 370 SQL Server vs Oracle, 370 debugging, 349–352 keyboard shortcuts and, 441 option for, 93 declarations (X++), 384 definition groups, importing/exporting, 121 delete actions, 360 Department dimension, 138 dependencies Axapta 3.0 modules and, 7–8 Web modules and, 8–9 deploying Axapta, 393–421 development codes, 300 development environment, 4, 296, 309–354 development server, minimum requirements and, 14 dialogs, 78, 82 dimensions, 138–140 discussion forums, 264, 265 distributions, 415–421 customizations and, 415, 420 documentation, 343, 423–427 accessing, 17, 31 documents exchanging between systems, 252 handling, CRM modules and, 206 domains, 98 logging, enabling for, 114 ■E Edit menu (Axapta desktop), 75 EDT (Extended Data Types), 336 Electronic Banking module, 435 e-mail messages, 112–114 Employee form (Human Resources module), 128 Employee Option form (CRM modules), 207 employee role, 263 encryption, 66 Enterprise Portal (EP), 8, 255, 261–263 logging in to, 266 setting up, 261 error messages, 351 startup database connection and, 44 events, Activities form (CRM) and, 214 Excel (Microsoft) importing/exporting data and, 124 OLAP cubes and, 231 exception statements (X++), 390 exchange rates, 141 463 4894chIDX.qxd 464 9/20/05 7:53 PM Page 464 ■INDEX Export wizard, 372 exporting data, 122–124, 371 definition groups, 121 expressions (X++), 378 Extended Data Types (EDT), 336 Help Text tool, 316 hotfixes, 30 hours journal, 220 Human Resources modules, 127–135, 439 ■I General Ledger, 137, 149, 239 linking system accounts and, 146 Module APIs and, 243 processing journals and, 241 General tab (Axapta Configuration Utility), 36 IDE (integrated development environment), IIS (Internet Information Services), 256 Import wizard, 372 importing data, 122–124, 371 definition groups, 121 indexes naming conventions and, 357 re-indexing and, 364 Infolog, 351 keyboard shortcuts and, 441 Inquiries function group (Main menu item), 77 Insert method, 239 installation checklist, 54, 62 Installation Portal, 423–425 installing 3-tier clients, 27 Application component, 20–22 Axapta, 11–31, 54–62 installation checklist for, 54, 62 Microsoft-recommended setup and, 14 step-by-step, for version 3.0, 18–28 Axapta Object Server (AOS), 26 Client component, 23–26 hotfixes/services packs, 30 integrated development environment (IDE), IntelliMorph, 310, 311–315 Intercompany module, 436 Internal projects, 217 internationalization, 2, 301–304, 458 Internet Information Services (IIS), 256 inventory dimensions, 138 Inventory Management modules, 151–163 cautions for, 152, 163 closing and adjustment processes in, 161 journals and, 162 Production API and, 245 item allocation, 197 item consumption journal, 220 item coverage, 195–197 Item form (Inventory Management modules), 152–158 ■H ■J hardware/software requirements, 11–15 help system, 344 initializing, 59 jobs, 332, 343 journal lines, 240 journal tables, 239 ■F fat clients, 5, 27, 275, 277 system design and, 397 feature keys, 337 features, disabling via license codes, 96 fields logging, enabling for, 114 naming conventions and, 357 pop-up menus and, 80 File menu (Axapta desktop), 73 files, within folder structures, 282–291 filtering data in forms, 85 Finance Management functional group, Finance modules, 137–150, 435 cautions for, 137, 149 financial dimensions, 138–140 financial periods, 140 Fixed Assets module, 435 Fixed-Price projects, 217 flat files, 355 folder structures, 282–291 forecast models, 197 forecast plans, 201 Forecast Scheduling, 193 running the procedure, 203 forecasts, 199 form data, saving/restoring, 82 forms, 79–82, 332, 339–341 keyboard shortcuts and, 441 forward slash and asterisk (/* */), in comments, 385 forward slashes (//), in comments, 385 foundation classes (X++), 381 FRx financial reporting software (Microsoft), 138, 139 full table caching, 305 ■G 4894chIDX.qxd 9/20/05 7:53 PM Page 465 ■INDEX journals, 144, 237, 238–242 as understood in Axapta, 238 for inventory management, 162 naming, 239 processing, 241 Production modules and, 191 Project module and, 220 Journals function group (Main menu item), 77 ■K kernel (of Axapta), key performance indicators (KPIs), 227 keyboard shortcuts, 441–447 keys, 337 KPIs (key performance indicators), 227 ■L labels, 316, 317–320 language license codes, 458 latency, 396 layered architecture, Ledger Posting form (Project module), 222 ledger postings, 220–223 LedgerJournalCheckPost class, 241 license codes, 94–96, 300, 337, 453–458 disabling features/modules via, 96 list of, 449–451 loading, 56 licenses Commerce Gateway and, 252 development environment and, 310 Light Company data set, 69 Line Property form (Project module), 219 Loan Items form (Human Resources module), 132 Loan Types form (Human Resources module), 132 log files, 290 logging database changes, 114 Logistics module, 436 logon password controls, for Business Connector, 51 loop control statements (X++), 387 ■M macros, X++ and, 338, 390 Main menu (Axapta desktop), 77 maintenance tasks, 112–124 Manage menu (Axapta Configuration Utility), 52–54 manufacturing, Master Planning module and, 193 Manufacturing modules See Production modules maps, 335 Marketing Automation module, 205, 436 Master Planning module, 193–204, 437 complex processes and, 193, 204 vs Master Scheduling, 193 Master Plans form (Master Planning module), 201 Master Scheduling, 193 running the procedure, 203 material requirements planning (MRP), 193 Menu bar (Axapta desktop), 73 menu items, 343 menus, 343 metadata, backups and, 120 methods (X++), 382–384 Microsoft BizTalk server, 8, 252 Excel, 124, 231 FRx software, 138, 139 NET, 238, 249–252 OLAP cubes and, 231 Outlook, CRM functionality and, 206, 214 SQL Analysis Services, 227–229, 231 Microsoft SQL Server See SQL Server Microsoft SQL Server Desktop Engine (MSDE), 16 Module APIs, 237, 242–246 module license codes, 456 modules, 5–8, 435–440 Business Analysis, 227–235 Configuration form for, 57 CRM (Customer Relationship Management), 205–216 disabling via license codes, 96 Finance, 137–150 Human Resources, 127–135 Inventory Management, 151–163 journals and, 238–242 Master Planning, 193–204 Production, 183 Project, 217–226 Sales Management, 205 Telemarketing, 205 MorphX, 4, 310, 315–345 MRP (material requirements planning), 193 MSDE (Microsoft SQL Server Desktop Engine), 16 multilingual support, 2, 301–304, 458 ■N naming conventions, 357 navigation, 71–87 Navision A/S, NAWDC (Navision Axapta Web Deployment Client), 416–420 NET, 238, 249–252 465 4894chIDX.qxd 466 9/20/05 7:53 PM Page 466 ■INDEX network bandwidth, 396 Network form (Human Resources module), 130 network latency, 396 newLedgerJournalTable static method, 241 news articles (Content Management System), 265 news groups, 426 next() method, 251 Number Sequences API, 245 ■O Object Server See AOS Object Server controls (Server Manager), 64 OLAP (Online Analytical Processing), 227–231 OLAP cubes, 227–231 OLAP Databases form (Business Analysis module), 229 OLAP Parameters form (Business Analysis module), 229 OLAP Servers form (Business Analysis module), 228 Online Analytical Processing (OLAP), 227–231 online polls, 267–270 operating systems, minimum requirements and, 13 operation relations, 187 operations, 186–188 operators (X++), 378 Oracle, 15 Axapta deployment and, 398 configuring, 45–47 data type mappings to, 359 database compatibility and, 459 vs SQL Server, 370 Oracle tab (Axapta Configuration Utility), 45–47 Organization form (Human Resources module), 130 Outlook (Microsoft), CRM functionality and, 206, 214 ■P passwords parameters for, 110 troubleshooting, 44 performance code and, 368 measuring, 410–415 read-ahead caching and, 307 table caching and, 306 X++ and, 375 period allocation, 197 Periodic function group (Main menu item), 78 permissions, 97, 102–104 Pivot Table button (Cube Instances form), 231 Planned Orders form, 204 polls, 267–270 pop-up menus, 80 post-installation, 54–62 posting profiles, 148 preloading tables, 49 pricing, forms for, 218 primitive data types, 377 printer icon, accessing auto-report functionality via, 232 printers, allowing on AOS, 92 Product Builder modules, 438 Production API, 245 production environments, 299 Production modules, 183–191, 183, 438 production orders, 189–191 production scheduling, 200 project groups, 220–222 Project modules, 217–226, 437 creating projects and, 224 Project tool, 316, 320–326 projects Project tool for, 316, 320–326 types of, 217 PSA functional group, purchase orders, 165, 173 Commerce Gateway and, 252 Purpose dimension, 138 ■Q queries, 332, 342 Query Definition forms, 84 Questionnaire modules, 440 questionnaires, CRM modules and, 206 Quotations form (CRM main menu), 205, 211–213 ■R RecId field, 358 record-ahead caching, 307 record caching, 304 record-level security, 111 record view caching, 307 recruitment projects, 133–135 referential constraints, 360 referential integrity, 360 relations, 360 Report Viewer, keyboard shortcuts and, 441 Report wizard, 227, 234–235, 315 reporting, 227–235 reports, 78, 83–85, 332, 341 Reports folder (Business Analysis module), 227 4894chIDX.qxd 9/20/05 7:53 PM Page 467 ■INDEX Reports function group (Main menu item), 78 resources, 343 resources for further reading Active Directory integration, 124 administration, 124 Axapta, 7, 423–427 architecture of, 307 configuring, 69, 124 Balanced Scorecard module, 236 business process management, 135 Commerce Gateway, 254 CRM modules, 216 data sets, 69 Database wizard, 373 debugging, 354 development environment, 354 finance, 150 human resources management, 135 Internet, 271 inventory management, 163 manufacturing, case studies of, 191 Master Planning, 204 navigation, 87 Oracle, 124, 373 projects, 226 Server Manager, 69 shop floor control, 191 Web Deployment Client, 421 X++, best practices and, 392 Resources module, 437 restoring form data, 82 revenue journal, 220 roles (user roles), 263 routes, 188 runtime codes, 300 ■S safety stock journals, 193, 202 Sales Force Automation module, 205, 435 sales invoices, Commerce Gateway and, 252 Sales Management module, 205, 436 sales orders Commerce Gateway and, 252 CRM modules and, 206 Sales Price – Costs form, 219 Sales Price – Hour form, 218 Sales Price – Revenue form, 219 sales role, 263 sales tax, 145 saving form data, 82 schema mapping, 253 SCM functional group, searching data in forms, 85 security keys, 94, 97, 337 security, record-level, 111 semicolon (;), in X++ statements, 384 serial numbering, 160 Server Manager, 63–66 Server Manager controls, 63 Server tab (Axapta Configuration Utility), 65 Server/server component See AOS (Axapta Object Server) servers See also Oracle; SQL Server (Microsoft) architecture and, 274–282 testing, 14 working environment and, 296–299 Service Pack 4, 162 service packs, 30 settings controls for 3-tier configuration, 66 for Business Connector, 50 for database configuration, 39 for Oracle configuration, 46 for SQL Server configuration, 43 for tracing configuration, 48 Setup function group (Main menu item), 78 Shop Floor Control modules, 183, 438 shortcut keys, 86 Shutdown control group, for 3-tier configuration, 66 sizing, for Axapta deployment, 393–395 Skills form (Human Resources module), 131 Skills Types form (Human Resources module), 131 software requirements, 11–15 SQL Analysis Services (Microsoft), 227–229, 231 SQL Server (Microsoft), 15 Axapta deployment and, 398 data type mappings to, 359 database compatibility and, 459 vs Oracle, 370 SQL Server tab (Axapta Configuration Utility), 42–45 statements (X++), 384–390 compound, 385 data, 388 exception, 390 loop control, 387 Status bar (Axapta desktop), 78 Summary projects, 217 Supply Chain Management, synchronization, 356, 361 Synchronize item, 59 system accounts, 146 system design, 395–410 system fields, 357 system license codes, 455 system variables, 369 467 4894chIDX.qxd 468 9/20/05 7:53 PM Page 468 ■INDEX ■T table collections, 99, 338 table methods, 361 tables, 332, 334 logging, enabling for, 114 naming conventions and, 357 temporary, 356 TAPI (Telephone Application Programming Interface), linking CRM functionality to, 206 tasks, Activities form (CRM) and, 214 Telemarketing module, 205, 436 Telephone Application Programming Interface (TAPI), linking CRM functionality to, 206 temporary tables, 356 terminal server, system design and, 397 test environments, 298 testing server, minimum requirements and, 14 thin clients, 5, 28, 277 system design and, 397 Time & Material projects, 217 Title bar (Axapta desktop), 72 Toolbar (Axapta desktop), 76 tools See utilities Tools menu (Axapta desktop), 75 tracing database activity, 364–366 Tracing tab (Axapta Configuration Utility), 47–49 Trade Agreements module, 436 Trade module, 436 Module APIs and, 243 transactions (X++), 368, 389 troubleshooting authentication/passwords, 44 Business Connector, 247 tracing database activity, 364–366 Tuning - Autogenerate controls, for database configuration, 42 tuning control, for Oracle configuration, 47 ■U UNICODE support, Axapta 4.0 and, 304 Update Cross-Reference form, 60–62 Upgrade wizard, 29 upgrading Axapta, 29 codes/keys, cautions and, 453 user groups, 97, 101–104 user roles, 263 user setup tool (IntelliMorph), 311, 315 users, 97, 104–110 authenticating, 90–93 authorization for, 97–112 creating accounts for, 104 Customer Relationship Management (CRM) modules and, 205–216 logged-on, determining, 112 Web, 257, 263 utilities Benchmark tool, 399 configuration, 34 for customizing Axapta, 309–354 for development, 309–345 Web Deployment Client, 416–420 ■V variables (X++), 379 vendor groups, 147 vendor records, 148 vendor role, 263 Version Update, 316 views, 336 virtual company accounts, 99, 138 virtual fields/virtual columns, 358 Visual MorphXplorer, 316 ■W Warehouse Management API, 244 Warehouse Management modules, 437 warehouses, 158–160 warning thresholds for preloading controls, 49 Web applications, 8, 352 Axapta versions and, 256 Enterprise Portal and, 255 Web Deployment Client tool, 416–420 Web Development tools, 316 web journal, 220 Web license codes, 457 Web MorphX, 310 Web object types, 343 web sites Axapta, creating, 258–261 for Axapta documentation, 426 logging in to, 260, 266 Web users, 257, 263 wizards, 316 Application Setup, 20–22 Auto-Report, 232–234 Client Setup, 23, 27 Database, 24 4894chIDX.qxd 9/20/05 7:53 PM Page 469 ■INDEX Import/Export, 372 Program Maintenance, 28 Report, 227, 234–235, 315 Upgrade, 29 work centers/work center groups, 185 Workbook form (CRM main menu), 205, 215 ■X X++, 4, 310, 345–349, 368 syntax of, 375–392 X++ editor, 345–348 XML documents, exchanging between systems, 252 XPO files, 30 469 4894chIDX.qxd 9/20/05 7:53 PM Page 470 4894chIDX.qxd 9/20/05 7:53 PM Page 471 BOB_Forums_7x9.25.qxd 8/18/03 forums.apress.com FOR PROFESSIONALS BY PROFESSIONALS™ JOIN THE APRESS FORUMS AND BE PART OF OUR COMMUNITY You’ll find discussions that cover topics of interest to IT professionals, programmers, and enthusiasts just like you If you post a query to one of our forums, you can expect that some of the best minds in the business—especially Apress authors, who all write with The Expert’s Voice™—will chime in to help you Why not aim to become one of our most valuable participants (MVPs) and win cool stuff? 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