Dynamics AX : A Guide to Microsoft Axapta,9781590594896

Dynamics AX : A Guide to Microsoft Axapta

by ;
ISBN13: 9781590594896
ISBN10: 1590594894
Format: Hardcover
Pub. Date: 2005-10-31
Publisher(s): Springer-Verlag New York Inc
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Summary

Axapta is Microsoft's offering in the ERP software. It is the focus of heavy investment by Microsoft in the business solutions area and they aim to grow this part of their business rapidly over the next 5 years. This book gets you from ground zero to intermediate proficiency with Axapta in 300 pages. It's an authoritative, comprehensive and pragmatic book that walks you in easy steps through the proverbial 80% that you need to know to productively apply the system in the real world, with real data, sizing guidelines, deployment architectures and code. After reading the book, you will have acquired practical hands-on experience: getting Axapta up and running; setting it up; identifying gaps between the out-of-the-box product and actual business needs. And you will have learned to customize Axapta to address identified gaps and automate real-world business functions.

Table of Contents

About the Authors xv
About the Technical Reviewer xvii
Acknowledgments xix
Introduction xxi
CHAPTER 1 What Is Axapta? 1(10)
Highlights
2(1)
A Brief History
2(1)
Technology and Architecture Overview
3(2)
The Development Environment
4(1)
Application Layers
4(1)
3-Tier Architecture
5(1)
Modules
5(4)
The Base Package
6(1)
Business Applications
6(2)
Web Applications
8(1)
Wrap-Up
9(2)
CHAPTER 2 Axapta Installation 11(22)
Meeting Axapta Hardware and Software Requirements
11(4)
General Recommendations
12(1)
Minimum Requirements
12(3)
Setting Up the Database
15(1)
Performing a New Axapta Installation
16(12)
Accessing Axapta Documentation
17(1)
Installing Axapta 3.0
18(10)
Modifying Axapta
28(1)
Upgrading Axapta
29(1)
Installing Hoffixes and Service Packs
30(1)
Wrap-Up
31(2)
CHAPTER 3 Configuration and Post-Installation 33(38)
Configuration Tools
34(1)
2-Tier Configuration
34(18)
General Configuration
35(3)
Client Configuration
38(1)
Database Configuration
39(3)
SQL Server Configuration
42(3)
Oracle Configuration
45(2)
Tracing Configuration
47(2)
Business Connector
49(3)
Managing Configurations
52(2)
Post-Installation
54(9)
Compile Application
55(1)
License Information
56(1)
Configuration
57(1)
Adjust Global Types
58(1)
Synchronize
59(1)
Initializing the Help System
59(1)
Update Cross-Reference
60(2)
Authorization
62(1)
3-Tier Configuration
63(6)
Server Manager
63(3)
3-Tier Client
66(3)
Demo Data
69(1)
Wrap-Up
69(2)
CHAPTER 4 Navigation and User Options 71(18)
The Axapta Desktop
71(7)
The Title Bar
72(1)
The Menu Bar
73(3)
The Toolbar
76(1)
The Main Menu
77(1)
The Status Bar
78(1)
Forms, Dialogs, and Reports
78(7)
Forms
79(3)
Dialogs
82(1)
Reports
83(2)
Searching and Filtering
85(1)
Shortcut Keys
86(1)
Wrap-Up
87(2)
CHAPTER 5 Administration 89(38)
Authentication
90(3)
Overview
90(1)
Authenticating Users in an AOS
90(3)
Codes and Keys
93(4)
License Codes
94(2)
Configuration Keys
96(1)
Security Keys
97(1)
Authorization
97(15)
Domains
98(1)
Virtual Company Accounts
99(1)
Company Accounts
100(1)
User Groups
101(3)
Users
104(6)
Password Parameters
110(1)
Record-Level Security
111(1)
Maintenance Tasks
112(12)
Online Users
112(1)
E-mail
112(2)
Log System
114(2)
Batch Jobs
116(2)
Data Maintenance
118(2)
Backups
120(4)
Wrap-Up
124(3)
CHAPTER 6 Human Resources 127(10)
Setup
127(8)
The Employee Form
128(2)
The Network Form
130(1)
The Organization Form
130(1)
The Skill Types and Skills Forms
131(1)
The Loan Types and Loan Items Forms
132(1)
Recruitment
133(2)
Wrap-Up
135(2)
CHAPTER 7 Finance 137(14)
Setup
137(12)
Dimensions
138(2)
Financial Periods
140(1)
Currency
141(2)
Chart of Accounts
143(1)
Journals
144(1)
Sales Tax
145(1)
System Accounts
146(1)
Customer and Vendor Groups
147(1)
Customer and Vendor Records
148(1)
Posting Profiles
148(1)
Processes
149(1)
Wrap-Up
149(2)
CHAPTER 8 Inventory Management 151(14)
Setup
152(8)
Item Type
152(1)
Item Group
153(1)
Inventory Model Group
154(1)
Dimension Group
155(2)
Item Dimensions
157(1)
Warehouses
158(2)
Serial/Batch Number
160(1)
Processes
160(3)
Inventory Closing and Adjustment
161(1)
Inventory Journals
162(1)
Wrap-Up
163(2)
CHAPTER 9 Trade 165(18)
Setup
165(8)
Trade Agreements
165(7)
External Item Numbers
172(1)
Processes
173(8)
Wrap-Up
181(2)
CHAPTER 10 Manufacturing 183(10)
Setup
183(6)
Bill of Materials (BOM)
184(1)
Work Center Groups and Work Centers
185(1)
Operations
186(2)
Routes
188(1)
Processes
189(2)
Production Orders
189(2)
Journals
191(1)
Wrap-Up
191(2)
CHAPTER 11 Master Planning 193(12)
Setup
193(9)
Coverage Groups
194(1)
Item Coverage
195(2)
Forecast Models
197(1)
Item Allocation and Period Allocation
197(2)
Forecasts
199(1)
Production Scheduling
200(1)
Forecast and Master Plans
201(1)
Processes
202(2)
Safety Stock Journals
202(1)
Forecast Scheduling
203(1)
Master Scheduling
203(1)
Wrap-Up
204(1)
CHAPTER 12 CRM 205(12)
Setup
207(8)
Business Relations
207(2)
Contact Persons
209(2)
Quotations
211(3)
Activities
214(1)
Processes
215(1)
Workbook
215(1)
Wrap-Up
216(1)
CHAPTER 13 Project 217(10)
Setup
218(6)
Prices
218(1)
Line Property
219(1)
Journals
220(1)
Project Groups
220(2)
Ledger Posting
222(1)
Categories and Category Groups
222(2)
Processes
224(1)
Wrap-Up
225(2)
CHAPTER 14 Reporting and Business Analysis 227(10)
Setup
228(3)
Business Analysis
228(3)
Processes
231(5)
Business Analysis
231(1)
Auto-Report
232(2)
Report Wizard
234(2)
Wrap-Up
236(1)
CHAPTER 15 Integration APIs 237(18)
Journals
238(4)
Module APIs
242(4)
General Ledger
243(1)
Trade Series
243(1)
Warehouse Management
244(1)
Production
245(1)
Number Sequences
245(1)
Business Connector
246(3)
Microsoft .NET
249(3)
Commerce Gateway
252(1)
Wrap-Up
253(2)
CHAPTER 16 Enterprise Portal 255(18)
Basics
256(5)
Internet Information Services
256(1)
Web Users
257(1)
Web Sites
258(3)
Enterprise Portal
261(3)
Setup
261(2)
Roles
263(1)
Content Management
264(6)
Parameters
264(1)
Categories
264(1)
News Articles
265(2)
Polls
267(3)
Wrap-Up
270(3)
CHAPTER 17 Architecture 273(36)
Applications, Clients, and Servers
274(8)
2-Tier Setup
274(1)
3-Tier Setup
275(3)
Multiple-Client Setups
278(1)
Multiple-AOS Setups
279(2)
Multiple-Application Setups
281(1)
Folders and Files
282(10)
Application
283(4)
Client
287(2)
Server
289(1)
Log Files
290(2)
Application Layers
292(4)
Patch Layers
295(1)
Working Environment
296(4)
Development
296(2)
Test
298(1)
Production
299(1)
Runtime and Development Codes
300(1)
Internationalization
301(3)
Caching
304(3)
Record Caching
304(1)
Full Table Caching
305(2)
Record View Caching
307(1)
Read-Ahead Caching
307(1)
Wrap-Up
307(2)
CHAPTER 18 Development 309(46)
IntelliMorph
311(4)
MorphX
315(30)
Labels
317(3)
The Project Tool
320(6)
The Application Object Tree
326(6)
Application Object Types
332(12)
Help System
344(1)
X++
345(4)
The X++ Editor
345(3)
The Compiler
348(1)
Debugging
349(3)
Web Applications
352(1)
Best Practices
352(1)
Wrap-Up
353(2)
CHAPTER 19 Data and Databases 355(20)
Flat Files
355(1)
Data Dictionary
356(5)
Database Connections
361(1)
Administration
362(6)
Programming
368(1)
Transactions
368(1)
Performance
368(1)
System Variables
369(1)
Database Limitations
370(1)
Database Differences
370(1)
Import and Export
371(1)
Wrap-Up
372(3)
CHAPTER 20 X++ 375(18)
Elements of X++
376(15)
Data Types
376(2)
Operators
378(1)
Expressions
378(1)
Variables
379(1)
Classes
379(3)
Methods
382(2)
Statements
384(6)
Macros
390(1)
Wrap-Up
391(2)
CHAPTER 21 Deployment 393(30)
Sizing
393(2)
System Design
395(15)
Bandwidth
396(1)
Latency
396(2)
Benchmarking
398(12)
Performance
410(5)
Distribution
415(6)
The Web Deployment Client
416(4)
Distributing Customizations
420(1)
Wrap-Up
421(2)
APPENDIX A Documentation 423(6)
APPENDIX B Command-Line Parameters 429(6)
APPENDIX C Module Summaries 435(6)
APPENDIX D Keyboard Shortcuts 441(8)
APPENDIX E License Codes 449(4)
APPENDIX F Codes and Mappings 453(6)
APPENDIX G Database Compatibility 459(2)
INDEX 461

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