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8/8/2019 Event Cycle - MS AX
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Event Cycle
Recorded by: godr1
Recorded date: 12/6/2010Document created: 12/6/2010
Task notes: Event Cycle
Event Cycle ..........................................................................................................................1
Form name: Projects .................................................................................................... 3
Form name: Create project ...........................................................................................3Form name: Item budgets ............................................................................................ 5
Form name: Infolog ..................................................................................................... 8
Form name: Fee forecast ............................................................................................11
Form name: Project statements ..................................................................................12
Form name: Fee forecast ............................................................................................13Form name: Purchase requisitions .............................................................................14
Form name: Create purchase requisition ................................................................... 15Form name: Infolog ...................................................................................................19
Form name: Purchase requisition approval - Submit .................................................19
Form name: Purchase requisitions .............................................................................21Form name: Create purchase requisition ................................................................... 22
Form name: Purchase requisition approval - Submit .................................................29
Form name: Projects .................................................................................................. 30
Form name: Find: Project ..........................................................................................31Form name: Purchase order , Name , Item name .....................................................33
Form name: Purchase order , Name , Item name .....................................................34Form name: Create purchase order ............................................................................ 35Form name: Infolog ...................................................................................................40
Form name: Posting purchase order .......................................................................... 44
Form name: Posting packing slip ...............................................................................45Form name: Posting invoice ......................................................................................46
Form name: Invoice Journal ......................................................................................47
Form name: Journal ...................................................................................................48Form name: Journal lines ...........................................................................................49
Form name: Check journal 000077_110 ....................................................................50
Form name: Infolog ...................................................................................................51
Form name: Post journal 000077_110....................................................................... 52Form name: Infolog ...................................................................................................52
Form name: Create invoice ........................................................................................53
Form name: ProjInvoiceNormal ................................................................................ 54Form name: Find: Project ..........................................................................................55
Form name: Infolog ...................................................................................................56
Form name: Create invoice ........................................................................................56Form name: Infolog ...................................................................................................57
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Form name: Create invoice ........................................................................................58
Form name: Infolog ...................................................................................................58
Form name: Create invoice ........................................................................................59Form name: Infolog ...................................................................................................60
Form name: Create invoice ........................................................................................60
Form name: Infolog ...................................................................................................61Form name: Create invoice ........................................................................................61
Form name: Infolog ...................................................................................................62
Form name: Post invoice ........................................................................................... 62Form name: Infolog ...................................................................................................63
Form name: Projects .................................................................................................. 63
Form name: Find: Project ..........................................................................................64
Form name: Post invoice ........................................................................................... 67Form name: Infolog ...................................................................................................68
Form name: Projects .................................................................................................. 69
Form name: Find: Project ..........................................................................................69
Form name: Project statements ..................................................................................70Form name: Fee transactions .....................................................................................77
Form name: Fee transactions .....................................................................................78Form name: Item transactions ....................................................................................79
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1. Click Area Page node: Project -> Project Details.
Form name: Projects
2. Create a new record in the Projects form.
3. ClickYes in the Microsoft Dynamics form.Is Project of type 'Event'?
Form name: Create project
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4. Change Project group from '' to 'Events'.
5. Change Name from '' to 'test demo'.
6. Change Line property from '' to 'Charge'.
7. Change Region from '' to 'CO - LR'.
8. Change Department from '' to 'Administra'.
9. Click the OKbutton.
10. Click the Project stage (y) -> Estimated menu button.
11. ClickOkin the Change of status form.Update to status Estimated?
12. Click the Forecast (k) -> Item menu button.
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Form name: Item budgets
13. Create a new record in the Item budgets form.
14. Change Item number from '' to 'CII- Delegation Kits'.
15. Change Unit from '' to 'Nos'.
16. Change Sales quantity from '1.00' to '10.00'.
17. Change Sales quantity from '10.00' to '100.00'.
18. Change Cost price from '0.00' to '500.00'.
19. Change Cost amount from '0.00' to '50000.00'.
20. Switch to the Project tab on the Item budgets form.
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21. Switch to the Dimension tab on the Item budgets form.
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22. Change Site from '' to '1'.
23. Switch to the Overview tab on the Item budgets form.
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24. Save the record in the Item budgets form.
25. Create a new record in the Item budgets form.
26. Change Item number from '' to 'CII-Advertisement'.
27. Change Unit from '' to 'Nos'.
28. Change Cost price from '0.00' to '1000000.00'.
29. Change Cost amount from '0.00' to '1000000.00'.
Form name: Infolog
30. Click the Close button.
31. Switch to the Project tab on the Item budgets form.
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32. Change Category from '' to 'Advertise'.
33. Switch to the Dimension tab on the Item budgets form.
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34. Change Site from '' to '1'.
35. Switch to the Overview tab on the Item budgets form.
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36. Make sure the selection is changed in table Sales forecast to:
Mode
l
Date Item
number
Item
allocatio
n key
Sales
quantit
y
Uni
t
Cost
price
Cost
amount
Currenc
y
Test 12/6/201
0
CII-
Delegatio
n Kits
100.00 Nos 500.0
0
50000.0
0
INR
37. Change Cost price from '500.00' to '5000.00'.
38. Change Cost amount from '50000.00' to '500000.00'.
39. Save the record in the Item budgets form.
40. Close the Item budgets form.
41. Click the Forecast (k) -> Fee menu button.
Form name: Fee forecast
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42. Create a new record in the Fee forecast form.
43. Change Category from '' to 'Grants'.
44. Change Qty from '' to '1.00'.
45. Change Price Per Qty from '0.00' to '1000000.00'.
46. Change Sales price from '0.00' to '1000000.00'.
47. Save the record in the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID:
0 form.
48. Close the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID: 0 form.
49. Click the Project Control (1) -> Project statements menu button.
Form name: Project statements
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50. Change From date from '' to '12/6/2010'.
51. Change To date from '' to '12/6/2010'.
52. Change Actual vs. Budget from 'Actual' to 'Budget'.
53. Change Forecast model from '' to 'Test'.
54. Click the Calculate button.
55. Click the Forecast -> Fee menu button.
Form name: Fee forecast
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56. Change Sales price from '1000000.00' to '10000000.00'.
57. Close the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID: 0 form.
58. Click the Calculate button.
59. Close the Project statements form.
60. Click the Project stage (y) -> In process menu button.
61. ClickOkin the Change of status form.
Update to status In process?
62. Click the Item task -> Purchase Requisition menu button.
Form name: Purchase requisitions
63. Make sure the selection is changed in table Projects to:
Project Name Project
contract
Project
group
Project
type
Header Project
stage
Event
EV-0103 Round
Table
Events Time
and
No Estimated Yes
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India-
US
material
64. Create a new record in the Purchase requisitions form.
Form name: Create purchase requisition
65. Change Purchase requisition name from '' to 'test demo'.
66. Click the OKbutton.
67. Change Purchase requisition ID from '' to '00000329_074'.
68. Change Purchase requisition name from '' to 'test demo'.
69. Change Created date and time from '' to '12/6/2010'.
70. Switch to the Lines tab on the Purchase requisitions form.
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71. Create a new record in the Purchase requisitions form.
72. Change Item number from '' to 'CII- Delegation Kits'.
73. Change Item name from '' to 'CII- Delegation Kits'.
74. Change Quantity from '' to '1.00'.
75. Change Unit from '' to 'Nos'.
76. Change Unit price from '0.00' to '500.00'.
77. Change Net amount from '0.00' to '500.00'.
78. Change Currency from '' to 'INR'.
79. Change Quantity from '1.00' to '100.00'.
80. Change Net amount from '500.00' to '50000.00'.
81. Switch to the Project tab on the Purchase requisitions form.
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82. Switch to the Dimension tab on the Purchase requisitions form.
83. Change Site from '' to '1'.
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84. Change Warehouse from '' to 'Main'.
85. Switch to the General tab on the Purchase requisitions form.
86. Switch to the Lines tab on the Purchase requisitions form.
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87. Switch to the Business justification tab on the Purchase requisitions form.
Form name: Infolog
88. Click the Close button.
89. Change Business justification from '' to 'test.'.
90. Click the Submit button.
Form name: Purchase requisition approval - Submit
91. Change Comment from '' to 'test'.
92. Click the Submit button.
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93. Switch to the Overview tab on the Purchase requisitions form.
94. Close the Purchase requisitions form.
95. Make sure the selection is changed in table Projects to:
Project Name Project
contract
Project
group
Project
type
Header Project
stage
Event
EV-0107 test
demo
Events Time
and
material
No In
process
Yes
96. Switch to the Purchase Requisition tab on the Projects form.
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97. Click the Item task -> Purchase Requisition menu button.
Form name: Purchase requisitions
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98. Create a new record in the Purchase requisitions form.
Form name: Create purchase requisition
99. Change Purchase requisition name from '' to 'test demo'.
100. Click the OKbutton.
101. Change Purchase requisition ID from '' to '00000330_074'.
102. Change Purchase requisition name from '' to 'test demo'.
103. Change Created date and time from '' to '12/6/2010'.
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104. Switch to the Lines tab on the Purchase requisitions form.
105. Create a new record in the Purchase requisitions form.
106. Change Item number from '' to 'CII- Delegation Kits'.
107. Change Item name from '' to 'CII- Delegation Kits'.
108. Change Quantity from '' to '1.00'.
109. Change Unit from '' to 'Nos'.
110. Change Unit price from '0.00' to '500.00'.
111. Change Net amount from '0.00' to '500.00'.
112. Change Currency from '' to 'INR'.
113. Change Quantity from '1.00' to '100.00'.
114. Change Net amount from '500.00' to '50000.00'.
115. Switch to the Project tab on the Purchase requisitions form.
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116. Switch to the Dimension tab on the Purchase requisitions form.
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117. Change State from '' to 'Andamaan &'.
118. Change Site from '' to '1'.
119. Switch to the Dimension tab on the Purchase requisitions form.
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120. Change Warehouse from '' to 'Main'.
121. Switch to the Lines tab on the Purchase requisitions form.
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122. Switch to the Business justification tab on the Purchase requisitions form.
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123. Change Business justification from '' to 'test demo.'.
124. Switch to the Overview tab on the Purchase requisitions form.
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125. Click the Submit button.
Form name: Purchase requisition approval - Submit
126. Change Comment from '' to 'test'.
127. Change Comment from 'test' to 'test demo.'.
128. Click the Submit button.
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129. Close the Purchase requisitions form.
130. Switch to the Expense Transactions tab on the Projects form.
131. Close the Projects form.
132. Click Area Page node: Project -> Project Details.
Form name: Projects
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Form name: Find: Project
133. Change Project from '' to '*107*'.
134. Click the OKbutton.
135. Switch to the Purchase Requisition tab on the Projects form.
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136. Switch to the Expense Transactions tab on the Projects form.
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137. Click the Item task -> Purchase order menu button.
Form name: Purchase order , Name , Item name
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138. Close the Purchase order , Name , Item name form.
139. Click the Item task -> Purchase order menu button.
Form name: Purchase order , Name , Item name
140. Click the Advanced button.
141. Switch to the General tab on the Purchase order , Name , Item name form.
142. Switch to the Overview tab on the Purchase order , Name , Item name form.
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143. Create a new record in the Purchase order , Name , Item name form.
Form name: Create purchase order
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144. ClickYes in the Microsoft Dynamics form.Transfer vendor information?
Kotak
145. Change Vendor account from '' to '000003_041'.
146. Change Site from '' to '1'.
147. Change Warehouse from '' to 'Main'.
148. Click the OKbutton.
149. Change Purchase order from '' to '00000086_069'.
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150. Change Vendor account from '' to '000003_041'.
151. Change Invoice account from '' to '000003_041'.
152. Change Currency from '' to 'INR'.
153. Switch to the Lines tab on the Purchase order , Name , Item name form.
154. Create a new record in the Purchase order 00000086_069 , Name Kotak , Item
name form.
155. Change Item number from '' to 'CII- Delegation Kits'.
156. Change Quantity from '' to '1.00'.
157. Change Unit from '' to 'Nos'.
158. Change Unit price from '' to '500.00'.
159. Change Net amount from '0.00' to '500.00'.
160. Change Assessable value from '0.00' to '500.00'.
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161. Change Item name from '' to 'CII- Delegation Kits'.
162. Change Quantity from '1.00' to '1000.00'.
163. Change Net amount from '500.00' to '500000.00'.
164. Change Assessable value from '500.00' to '500000.00'.
165. Change Unit price from '500.00' to '5000.00'.
166. Change Net amount from '500000.00' to '5000000.00'.
167. Change Assessable value from '500000.00' to '5000000.00'.
168. Change Quantity from '1000.00' to '100.00'.
169. Change Unit price from '5000.00' to '500.00'.
170. Change Net amount from '5000000.00' to '50000.00'.
171. Change Assessable value from '5000000.00' to '50000.00'.
172. Create a new record in the Purchase order 00000086_069 , Name Kotak , Item
name form.
173. Change Item number from '' to 'CII-Advertisement'.
174. Change Quantity from '' to '1.00'.
175. Change Unit from '' to 'Nos'.
176. Change Unit price from '' to '80000.00'.
177. Change Net amount from '0.00' to '80000.00'.
178. Change Assessable value from '0.00' to '80000.00'.
179. Change Item name from '' to 'CII-Advertisement'.
180. Change Unit price from '80000.00' to '10000000.00'.
181. Change Net amount from '80000.00' to '10000000.00'.
182. Change Assessable value from '80000.00' to '10000000.00'.
183. Change Unit price from '10000000.00' to '1000000.00'.
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184. Change Net amount from '10000000.00' to '1000000.00'.
185. Change Assessable value from '10000000.00' to '1000000.00'.
186. Switch to the Dimension tab on the Purchase order 00000086_069 , NameKotak , Item name form.
187. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,
Item name form.
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Form name: Infolog
188. Click the Close button.
189. Switch to the Project tab on the Purchase order 00000086_069 , Name Kotak ,
Item name form.
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190. Change Category from '' to 'Advertise'.
191. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,
Item name form.
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192. Make sure the selection is changed in table Purchase lines to:
Item
numbe
r
CF
OP
Rece
ipt
and
issue
code
Quant
ity
Un
it
Unit
pric
e
Disco
unt
Dis
c.
pct
.
Net
amou
nt
Assessa
ble
value
Item
name
CII-Delegat
ion
Kits
100.00 Nos
500.00
50000.00
50000.00
CII-Delegat
ion Kits
193. Switch to the Project tab on the Purchase order 00000086_069 , Name Kotak ,
Item name CII- Delegation Kits form.
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194. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,Item name CII- Delegation Kits form.
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195. Click the Posting -> Purchase order menu button.
Form name: Posting purchase order
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196. Click the OKbutton.
197. Click the Posting -> Packing slip menu button.
Form name: Posting packing slip
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198. Change Packing slip from '' to '123qwe'.
199. Click the OKbutton.
200. Click the Posting -> Invoice menu button.
Form name: Posting invoice
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201. Change Invoice from '' to '123qwe'.
202. Click the OKbutton.
203. Click the Inquiries -> Invoice menu button.
Form name: Invoice Journal
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204. Close the Invoice Journal form.
205. Close the Purchase order 00000086_069 , Name Kotak , Item name CII-
Delegation Kits form.
206. Close the Projects form.
207. Click Area Page node: Project -> Journals -> Fee.
Form name: Journal
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208. Create a new record in the Journal form.
209. Change Name from '' to 'Fee'.
210. Click the Lines button.
Form name: Journal lines
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211. Change Project date from '' to '12/6/2010'.
212. Create a new record in the Journal lines form.
213. Change Project from '' to 'EV-0107'.
214. Change Line property from '' to 'Charge'.
215. Change Category from '' to 'Grants'.
216. Change Customer from '' to '000003_035'.
217. Change Sales price from '0.00' to '10000000.00'.
218. Click the Validate button.
Form name: Check journal 000077_110
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219. Click the OKbutton.
Form name: Infolog
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220. Click the Close button.
221. Click the Post button.
Form name: Post journal 000077_110.
222. Click the OKbutton.
Form name: Infolog
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223. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.
Form name: Create invoice
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224. Click the Select button.
Form name: ProjInvoiceNormal
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225. Make sure the selection is changed in table Criteria to:
Table Field Criteria
Projects Project EV-0045
Form name: Find: Project
226. Change Project from '' to '*107*'.
227. Click the OKbutton.
228. Change Criteria from 'EV-0045' to 'EV-0107'.
229. Click the OKbutton.
230. Change Expense from 'true' to 'false'.
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231. Change Hour from 'true' to 'false'.
232. Change From date from '11/30/2010' to '11/1/2010'.
233. Change To date from '12/28/2010' to '12/6/2010'.
234. Change From date from '11/1/2010' to '12/6/2010'.
235. Click the OKbutton.
Form name: Infolog
236. Click the Close button.
237. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.
Form name: Create invoice
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238. Change Update item quantity from 'Deliver now' to 'All'.
239. Change Invoice date from '12/3/2010' to '12/6/2010'.
240. Click the OKbutton.
Form name: Infolog
241. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.
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Form name: Create invoice
242. Change From date from '12/6/2010' to '12/1/2010'.
243. Change To date from '12/6/2010' to '12/31/2010'.
244. Change Invoice date from '12/6/2010' to ''.
245. Click the OKbutton.
Form name: Infolog
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246. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.
Form name: Create invoice
247. Change Invoice date from '12/6/2010' to ''.
248. Change To date from '12/31/2010' to ''.
249. Change From date from '12/1/2010' to ''.
250. Click the OKbutton.
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Form name: Infolog
251. Click the Close button.
252. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.
Form name: Create invoice
253. Click the OKbutton.
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Form name: Infolog
258. Click the Close button.
259. Click Area Page node: Project -> Periodic -> Invoice -> Post invoice.
Form name: Post invoice
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260. Click the OKbutton.
261. ClickOkin the Microsoft Dynamics form.
Warning: Update has been selected, but no print.
Form name: Infolog
262. Click Area Page node: Project -> Project Details.
Form name: Projects
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Form name: Find: Project
263. Change Project from '' to '*107*'.
264. Click the OKbutton.
265. Switch to the Dimension tab on the Projects form.
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266. Change State from '' to 'Andamaan &'.
267. Switch to the Event tab on the Projects form.
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268. Switch to the Overview tab on the Projects form.
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269. Save the record in the Projects form.
270. Click Area Page node: Project -> Periodic -> Invoice -> Post invoice.
Form name: Post invoice
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271. Click the OKbutton.
272. ClickOkin the Microsoft Dynamics form.
Warning: Update has been selected, but no print.
Form name: Infolog
273. Click the Close button.
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Form name: Projects
Form name: Find: Project
274. Change Project from '' to '*107*'.
275. Click the OKbutton.
276. Click the Project Control (1) -> Project statements menu button.
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Form name: Project statements
277. Change From date from '' to '12/6/2010'.
278. Change To date from '' to '12/6/2010'.
279. Change Actual vs. Budget from 'Actual' to 'Deviation'.
280. Change Forecast model from '' to 'Test'.
281. Click the Calculate button.
282. Switch to the Profit and loss tab on the Project statements form.
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283. Switch to the WIP tab on the Project statements form.
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284. Switch to the General tab on the Project statements form.
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285. Switch to the WIP tab on the Project statements form.
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286. Switch to the General tab on the Project statements form.
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287. Switch to the Profit and loss tab on the Project statements form.
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288. Switch to the General tab on the Project statements form.
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289. Click the Transactions -> Fee menu button.
Form name: Fee transactions
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290. Click the Transactions -> Fee menu button.
Form name: Fee transactions
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291. Click the Transactions -> Item menu button.
Form name: Item transactions
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