Fleet Management

Microsoft Dynamics

AX

Fleet Management

A developer sample application for Microsoft Dynamics AX 2009

Date: July 7, 2009

DEVELOPER SAMPLE

2 FLEET MANAGEMENT DEVELOPER SAMPLE

Table of Contents

Introduction ................................................................................................ 3

Fleet Management Overview ....................................................................... 3 Role Center .......................................................................................................................... 3 Area Page ............................................................................................................................ 4 List Pages ............................................................................................................................ 4 Forms .................................................................................................................................. 5 Reports ............................................................................................................................... 5 Workflow ............................................................................................................................. 6 Enterprise Portal Integration .................................................................................................. 6

Prerequisites ............................................................................................... 7 Microsoft Dynamics AX 2009 .................................................................................................. 7 Workflow ............................................................................................................................. 7 Enterprise Portal ................................................................................................................... 7 Contoso Demo Data .............................................................................................................. 7

Installing Fleet Management ....................................................................... 8 Installing the Application Resources ........................................................................................ 8 Loading Setup Data ..............................................................................................................10 Loading Sample Data ...........................................................................................................10

Setting up Fleet Management.................................................................... 11 Setting up Fleet Management parameters ...............................................................................11 Setting up Enterprise Portal ..................................................................................................11 Setting up Workflow .............................................................................................................12

Using Fleet Management ........................................................................... 14 Role Center .........................................................................................................................14 Area Page ...........................................................................................................................14 Forms .................................................................................................................................15 Reports ..............................................................................................................................15 List Pages ...........................................................................................................................15 Workflow ............................................................................................................................16 Enterprise Portal ..................................................................................................................17

List pages ........................................................................................................................ 18 Workflow ......................................................................................................................... 19

Resources in the Fleet Management Sample ............................................. 20

3

FLEET MANAGEMENT DEVELOPER SAMPLE

Introduction

This document describes the Fleet Management sample application for Microsoft Dynamics

AX 2009. This is a developer sample that provides examples of how to implement common

functionality in Microsoft Dynamics AX. Use it to learn about how you could implement

functionality in your integrating applications. The following items are discussed:

Fleet Management Overview

Prerequisites

Installing Fleet Management

Setting up Fleet Management

Using Fleet Management

Resources in the Fleet Management Sample

Fleet Management Overview

The Fleet Management sample application is an add-on module for Microsoft Dynamics AX.

It manages the data for a fleet of vehicles, and the data for the trips that the employees

take with those vehicles. The sample application demonstrates several common features in

Microsoft Dynamics AX 2009.

Role Center

The Fleet Management application provides a Fleet Manager role center profile and

corresponding role center page. Users who are assigned to the Fleet Manager role center

profile will see this role center page as the default page in Microsoft Dynamics AX and in

Enterprise Portal.


Area Page

The Area Page for the Fleet Management module provides a central location where all of the

resources in the module can be accessed.

List Pages

The Fleet Management module contains two List Pages. One displays vehicle information.

The other displays trip information.

5


Forms

Several forms are included in the Fleet Management application. Some forms, such as

Vehicles or Trips, are standard data entry forms.

Other forms, such as Fleet Management Parameters, are used to configure the application.

Reports

The Fleet Management module has basic reports such as a Vehicle List and Trip History.


Workflow

A Trip Approval workflow is implemented for the Trips form in the Microsoft Dynamics AX

client and the Trip Details page in Enterprise Portal. Using this workflow, an employee

submits a completed trip. A manager reviews the trip. If the manager approves, the trip is

marked to allow the vehicle expenses to be reimbursed.

Enterprise Portal Integration

The Fleet Management sample implements the Fleet Web module to provide access to

vehicle and trip data through Enterprise Portal. Users can view, edit, and create new

vehicles and trips. Vehicle and trip reports are available. Users can also perform workflow

actions as a trip moves through the trip approval process.

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Prerequisites

Before you use the Fleet Management sample application, review the following required and

optional prerequisites.

Microsoft Dynamics AX 2009

You must have Microsoft Dynamics AX 2009 installed, with developer license keys. This is a

required prerequisite.

Workflow

If you want to use the Trip Approval workflow included with the Fleet Management sample

application, you must have workflow installed and configured.

Enterprise Portal

If you want to use the Fleet Manager role center or Web resources for the Fleet

Management sample application, you must have Enterprise Portal installed and configured.

Contoso Demo Data

The sample data included with the Fleet Management sample is designed to integrate with

the Contoso Demo Data. This demo data is available for download from CustomerSource

and PartnerSource. Use the following links to access this demo data.

CustomerSource:

https://mbs.microsoft.com/customersource/downloads/servicepacks/AX2009DemoData.htm

PartnerSource:

https://mbs.microsoft.com/partnersource/support/selfsupport/productreleases/AX2009Dem

oData.htm

If you do not want to install the Contoso Demo Data, you can manually add the following

Employee records to the company that you will be using with the Fleet Management sample.

Use the Employee form in Microsoft Dynamics AX to add the records.

Employee Name Title

3000 Vince Prado Operations manager

3130 Lars Giusti Shop Supervisor

3500 Karl Bystrom Materials Manager

3610 John Emory Warehouse Worker

3800 Ted Howard Transportation Coordinator

7202 Kevin Kelly Sales Manager

7210 Nancy Anderson Super Sales Rep

7220 David Johnson Dedicated Sales Rep

7224 David Hamilton Dedicates Sales Rep


Installing Fleet Management

Important: If you have already added or modified resources in the Microsoft Dynamics AX

system where you are installing the Fleet Management sample, the resources from the

sample will be added to the changes you already made. It may be difficult to distinguish the

changes and additions you made from those made by the sample. To avoid this, consider

installing the Fleet Management sample on a Microsoft Dynamics AX system that is

dedicated to running the sample. Another option is to install the sample into a separate

layer in your current Microsoft Dynamics AX installation.

To install the Fleet Management application, three main steps must be performed:

1. Install the application resources

2. Load the setup data

3. Load the sample data

Installing the Application Resources

To install the application resources for the Fleet Management sample, complete the

following procedure.

1. Start Microsoft Dynamics AX. Be sure that you are logged in as a user with

administrative privileges in Microsoft Dynamics AX.

2. Open the AOT and click the Import button.

3. In the Import window, click Browse. Locate the FleetManagementSample.xpo file for

the sample application and click Open.

4. Mark the Import with ID values check box. If you have already added or imported

resources into your Microsoft Dynamics AX installation, you may encounter resource

ID collisions. If this occurs, unmark this check box and perform the import again.

5. Mark the Show details check box. This allows you to see the resources that are

being imported into Microsoft Dynamics AX.

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When you select Microsoft Dynamics AX resources that are modified by the sample

application, such as the Company class, you can click Compare to see what has

been added or removed from the core resource.

6. Click OK to start the import operation.

7. During the import operation, messages will be displayed for each of these resources

because they already exist in another layer. Click Yes for each of these resources:

Class Company

Base Enum ModuleAxapta

Base Enum NumberSeqModule

Class NumberSeqReference

Menu MainMenu

Web Module Home

You will also see the following Infolog message:

Illegal value: FMFleetManagement for property Module.

This is due to an issue when importing a workflow template and the corresponding

module definition during a single import operation. Microsoft Dynamics AX cannot

find the module definition, because the list of modules has not been updated. This

problem is resolved later in this procedure. Click Close in the Infolog window.

8. Close and re-open the Microsoft Dynamics AX client. If you view the items in the

Navigation Pane, you should see the Fleet Management module listed.

You may want to use the Navigation Pane Options form move the Fleet

Management module to a more convenient location in the Navigation Pane.

9. To resolve the workflow module issue that was reported in the Infolog, open the

AOT. Select the Workflow > Workflow Categories > FMFleetManagement node.

Display the properties for the node. Set the Module property to FMFleetManagement

and save the changes. This is the node that could not be properly set during the

import process.


Loading Setup Data

To load the setup data for the Fleet Management sample, complete the following procedure.

1. Be sure that you have selected the company that you want to import the setup data

into. Typically, this will be the CEU company from the Contoso Demo Data.

2. In Microsoft Dynamics AX, choose Administration > Periodic > Data

export/import > Default data > Import Wizard. Click Next to continue.

3. Click the folder next to the File name field. Select the FleetManagementSetup.dat

file in the FM Setup Data folder for the Fleet Management sample and click Open.

Click Next to continue.

4. The table list will be generated. Click Next to continue.

5. In the list of tables to import data from, be sure that the Number sequence item is

marked. Click Next to continue.

6. The tables will be examined to determine which ones already contain data. Click

Next to continue.

7. A list of the tables that contain data will be displayed. For the Fleet Management

sample, no existing setup data should be deleted. Be sure that no tables are marked,

and then click Next to continue.

8. Click Finish to import the setup data. The Infolog should indicate that two records

were imported.

Loading Sample Data

To load the sample data for the Fleet Management sample, complete the following procedure.

1. Be sure that you have selected the company that you want to import the sample

data into. Typically, this will be the CEU company from the Contoso Demo Data.

2. In Microsoft Dynamics AX, choose Administration > Periodic > Data

export/import > Default data > Import Wizard. Click Next to continue.

3. Click the folder next to the File name field. Select the

FleetManagement_SampleData.dat file in the FM Sample Data folder for the Fleet

Management sample and click Open. Click Next to continue.

4. The table list will be generated. Click Next to continue.

5. In the list of tables to import data from, be sure that the Trips and Vehicles items

are marked. Click Next to continue.

6. The tables will be examined to determine which ones already contain data. Click

Next to continue.

7. Click Finish to import the setup data. The Infolog should indicate that 37 records

were imported.

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Setting up Fleet Management

Depending on what features of the Fleet Management sample you want to use, additional

setup steps are required.

Setting up Fleet Management parameters

The Fleet Management sample implements default values for new vehicles and new trips. It

also implements document numbering for vehicles and trips. To set up Fleet Management

parameters, complete the following steps.

1. Be sure that you have selected the company that you imported Fleet Management

setup data into. Typically, this will be the CEU company from the Contoso Demo

Data.

2. In Microsoft Dynamics AX, choose Fleet Management > Setup > Parameters.

3. Click the Vehicles tab and set the Vehicle default values.

4. Click the Trips tab and set the Trip default values.

5. Click the Number Sequences tab and specify the number sequence code to use for

Vehicle Number and Trip Number. You can use the Vehicles and Trips number sequences that were imported with the Fleet Management setup data.

6. Save the changes and close the Fleet Management parameters form.

Setting up Enterprise Portal

To set up the Enterprise Portal integration for the Fleet Management sample, complete the

following steps.

1. Open the AOT.

2. Deploy the Fleet Management module. Right-click the Web > Web Modules >

Home > Fleet node, and choose Deploy. An Infolog message will indicate the

module was successfully deployed.


3. Deploy the Web pages for the Enterprise Portal integration. In the AOT, expand the

Web > Web Files > Page Definitions node. In the list of pages, right-click each of

the following pages and choose Deploy Page.

FleetAreaPage

RoleCenterFleetManagement

TripDetails

TripList

TripsAddEdit

TripsReport

VehicleAddEdit

VehicleDetails

VehiclesList

VehiclesReport

4. Deploy the Web controls for the Enterprise Portal integration. In the AOT, right-click

the Web > Web Files > Web Controls node and choose Deploy.

5. Reset IIS to ensure the additional resources are found by the Enterprise Portal

server.

6. Initialize the FleetManagement role center profile. The initialization process adds the

Fleet Management role center profile, and also deploys the cues and Quick Links for

the Fleet Management application.

In Microsoft Dynamics AX, choose Basic > Setup > Role Center > Initialize Role

Center profiles. Click Unselect All. Mark the FleetManagement Profile ID and click

OK. Several dialog boxes will be displayed that indicate resources will be

overwritten. Click Yes to All in each of these.

7. Assign users to the FleetManagement role center profile. In Microsoft Dynamics AX,

choose Administration > Common Forms > Users. Select a user and click the

Profile tab. Choose an option to assign the user to the FleetManagement profile, and

save the changes. When the user accesses Microsoft Dynamics AX or Enterprise

Portal, they should see the Fleet Management role center page.

Setting up Workflow

To set up the Trip Approval workflow for the Fleet Management sample, you need to create

a workflow configuration. Complete the following steps to create a workflow configuration.

1. Be sure that you have selected the company that you want to use workflow with.

Typically, this will be the CEU company from the Contoso Demo Data.

2. Create a new workflow instance. In Microsoft Dynamics AX, choose Fleet

Management > Setup > Workflow configurations.

3. In the Workflow configuration form, click New.

4. In the Create configuration form, select the Trip Approval Template and click

Create configuration.

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5. In the Workflow form, display the General tab. Specify the following settings:

Name: Trip Approval

Owner: Admin

Submission instructions: After completing a trip, submit the trip for

reimbursement approval.

Hint: To set the submission instructions, you must click Create instruction.

6. In the Workflow form, display the Details tab.

7. Select the FMTripTask workflow element. Specify the following settings:

Task name: Manager verbal approval

Work item subject: Manager verbal approval

Work item instructions: Discuss the trip with a manager to give them

background about the trip.

8. Select the FMTripApproval workflow element. Specify the following setting:

Approval name: Trip approval

9. Display the Notifications tab. Mark the Enabled check box for the Approve event,

and then click Choose.

10. In the Assignment form, choose Role based. In the Assign to members of this

role list choose Administrators, and then click OK.

11. Expand the Trip approval workflow element, and then select the Step 1 node. Specify

the following settings:

Step Name: Trip verification

Work item subject: Verify the trip

Work item instructions: Verify the trip. If the description and distance seem

appropriate, approve it for reimbursement.

12. Save the workflow.

13. In the Workflow configuration form, select the workflow and click Set as active.

If the workflow configuration is not marked as Default, select the workflow

configuration and click Set as default.


Using Fleet Management

After the Fleet Management sample has been installed and set up, you can work with the

various areas of the application. This portion of the document describes some of the things

you may want to try in the sample.

Role Center

If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed

the Enterprise Portal setup for the Fleet Management sample, you can view the role center

for Fleet Management. To do this, you must assign a user to the FleetManagement role.

1. In Microsoft Dynamics AX, choose Administration > Common Forms > Users.

2. In the User window, select a user and then display the Profile tab.

3. Indicate that you want this user to have the same profile in all companies.

4. Select the FleetManagement role.

5. Save your changes.

When the user you specified views the Home page in Microsoft Dynamics AX, the role center

page for Fleet Management will be displayed.

Area Page

To display the Area Page for the Fleet Management sample, click the Fleet Management

button in the Navigation Pane.

Use the links on the page to access the forms and reports for the sample.

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Forms

In the Common Forms section of the Fleet Management Area Page, use the Trips and

Vehicles links to display these forms. The Vehicles and Trips forms follow standard

Microsoft Dynamics AX practices. Use these forms to perform tasks such as:

Displaying lists of vehicles or trips

Viewing vehicle or trip details

Creating new vehicles or trips

Modifying existing vehicles

Reports

In the Reports section of the Fleet Management Area Page, use the Vehicle List or Trip

History links to display reports for these items.

List Pages

The Fleet Management sample implements list pages for both vehicles and trips. To view

these list pages, use the links in the Places section of the Fleet Management Area Page.

In the default view, the lists display all vehicles or trips. You can use the filtering capabilities

of the list to restrict which rows are displayed. For example, applying the following filter

causes only the vehicles that are out of service to be displayed.

You can save the filter by choosing Save As Filter from the Vehicles menu. The filter will

appear as a choice in the Vehicles menu.

You can also perform actions for the selected item in the list. For instance, select a vehicle

that is in the Available state. The Assign button in the Action Pane will be enabled.

When you click Assign, the Vehicles form will be opened with the Assignment tab

displayed and the focus placed in the Assigned to field. After you select the employee the

vehicle is assigned to, save the vehicle record.


Workflow

If your Microsoft Dynamics AX system has workflow installed, and you completed the

workflow setup for the Fleet Management sample, you can send a trip through the Trip

Approval workflow. To do this, complete the following procedure.

1. Verify that you have logged into Microsoft Dynamics AX as a user who is part of the

Administrators group. The members of this group can submit trips to workflow, and

approve them at the various stages of the trip approval process.

2. Display the Workflow processor form. In Microsoft Dynamics AX, choose Fleet

Management > Common Forms > Workflow processor.

3. Click Start. The Workflow processor form is used to expedite processing of

workflow messages so that you can easily see them being processed for the Fleet

Management sample. Leave this form open.

4. Choose Fleet Management > Common Forms > Trips to open the Trips form.

Display the Overview tab.

5. Select a trip that is in the Not submitted state. The workflow bar should be displayed, along with the Submit button.

6. Click Submit. Supply a comment for the submission, and then click Submit.

As the trip is processed by workflow, you should see a message in the Workflow processor.

7. After Microsoft Dynamics AX has finished submitting the trip into the Trip Approval

workflow, choose Refresh from the Command menu to update the data in the

Trips form. You will see that the trip is now submitted and has moved to the next

state, verbal approval.

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8. Assume that the trip was discussed with a manager, and choose Completed from

the Actions menu. Add a comment, and then click Completed. Allow a few

moments for the trip to move to the next stage of the workflow. When you refresh

the view, you will see that the trip has moved to the verification stage.

9. In this stage, a manager examines the details of the trip. The manager can approve

the trip, deny the approval, or request that a change be made to the trip record. For

this example, assume that the trip was approved. Choose Approve from the

Actions menu. Add a comment, and then click Approve. Allow a few moment for

the trip approval to be processed. When you refresh the view, you will see that the

trip has been approved.

The workflow state for the trip has been changed to Completed.

The Approved for Reimbursement field has also been set to Yes for the trip.

Enterprise Portal

If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed

the Enterprise Portal setup for the Fleet Management sample, you can use it to perform

tasks for the Fleet Management application. Begin by clicking the Fleet tab to display the

Fleet home site page.

Use the links in the Quick Launch area on the left side of the page to view lists of vehicles or

trips, and to display reports.


List pages

In the list of vehicles or trips, you can perform actions for the item selected in the list.

Simply choose an item from the toolbar above the list.

The actions you can perform are:

Creating a new vehicle or trip

Viewing the details of a vehicle or trip

Editing the details of a vehicle or trip

For instance, to assign a vehicle to a user you would perform the following procedure.

1. Display the Vehicles list page and select a vehicle in the list.

2. In the toolbar, choose Edit Vehicle from the Actions menu.

3. In the Employee field, use the lookup to display the list of employees. Select an

employee, and then click OK. The employee ID will be displayed in the field.

4. Set the Vehicle status field to Assigned.

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5. Click OK to save the changes you made to the vehicle. The Vehicles list page will be

displayed. The changes you made should be shown in the list.

Workflow

If your Microsoft Dynamics AX installation has workflow installed, and you set up the Trip

Approval workflow for the Fleet Management sample, you can access workflow functionality

from within Enterprise Portal. To do this, complete the following steps.

1. Display the Trips list page.

2. Select a trip in the list.

3. In the toolbar, choose Trip Details from the Actions menu.

4. The Trip Details page will display a workflow bar that allows you to perform

workflow actions for the selected trip. For example, you can display the workflow

history for the trip.



The following table lists the resources that are used in the Fleet Management sample

application. Most of the resources are new, while some are modifications made to existing

Microsoft Dynamics AX resources.

Category Name Description

Data Dictionary

Tables

FMParameters Stores the parameter data for the Fleet Management module, such as the default values when creating vehicles or trips.

FMTrips Stores data for trips.

FMVehicles Stores data for vehicles.

Data Dictionary

Extended_Data_Types

ShowBold Used in the property definition for the Note weblet.

TripNum The unique identifier for each trip.

VehicleNum The unique identifier for each vehicle.

Data Dictionary

Base_Enums

FMFuelType Defines the fuel types for a vehicle.

FMVehicleStatus Defines the status of a vehicle, such as whether it is available or out of service.

ModuleAxapta Modification of the existing base enum to add the Fleet Management module.

NumberSeqModule Modification of the existing base enum to add the Fleet Management module for number sequences.

Data Dictionary

Security_Keys

FMFleetManagement Security key for Fleet Management

FMFleetManagementSetup Security key for Fleet Management Setup

Classes Company Modification of the selectParameters method to add the find() method call for Fleet Management parameters.

FMAvailableVehiclesListPage Code for the Vehicles list page in the Microsoft Dynamics AX client.

FMSubmitTripToWorkflow Code to submit a trip to workflow. Used by the Microsoft Dynamics AX client and Enterprise Portal.

FMTripApprovalEventHandler Code to handle the events for the approval portion of the trips workflow.

FMTripTaskEventHandler Code to handle the events for the task portion of the trips workflow.

FMTripWorkflowDocument Code that defines the query used for the sample workflow.

FMTripWorkflowEventHandler Code to handle the events for the trips workflow.

NoteWeblet Code used to implement the NoteWeblet.

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Classes (continued) NumberSeqReference Modification of the construct() method to return an instance of the number sequence module for the Fleet Management application.

Modification of the moduleList() method to add the Fleet Management module to the list of modules that implement number sequences.

NumberSeqReference_FM Code that defines the number sequences for the Fleet Management module.

Forms FMParameters Displays default value and number sequence information for the Fleet Management module.

FMTrips Used to display, create, and edit information about trips.

FMTripsListPage Defines the content of the Trips list page.

FMVehiclesListPage Defines the content of the Vehicles list page.

FMVehicles Used to display, create, and edit information about vehicles.

Reports FMTrips Displays information about all trips.

FMVehicles Displays information about all vehicles.

Queries FMAvailableVehiclesListPage Accesses data for the Vehicles list page, restricted to the vehicles with the status Available.

FMTripsListPage Accesses data for the Trips list page.

FMVehiclesListPage Accesses data for the Vehicles list page.

FMTripWorkflowDocument Accesses data for the Trips workflow.

Data_Sets FMTripAddEdit Accesses trip data for the TripsAddEdit page in Enterprise Portal.

FMTripDetails Accesses trip data for the TripDetails page in Enterprise Portal.

FMTripList Accesses trip data for the TripList page in Enterprise Portal.

FMVehicleDetails Accesses vehicle data for the VehicleDetails page in Enterprise Portal.

FMVehicleAddEdit Accesses vehicle data for the VehicleAddEdit page in Enterprise Portal.

FMVehiclesList Accesses vehicle data for the VehicleList page in Enterprise Portal.

Menus FMFleetManagement Defines the menu items for the Fleet Management area page.

MainMenu Modification of the existing menu to add the Fleet Management module.

Menu_Items

Display

FMAvailableVehiclesListPage Opens the list page that displays available vehicles.

FMParameters Opens the Fleet Management parameters form. Used on the Fleet Management area page.



Menu_Items

Display (continued)

FMSetupMenuWorkflowConfigurations Opens the Workflow configuration form used to set up the Trip Approval workflow. Used on the Fleet Management area page.

FMTrips Accesses the Trips form.

FMTripsEdit Opens the Trips form to edit the trip selected. Used in the Action Pane for the Trips list.

FMTripsForm Opens the Trips form. Used on the Fleet Management area page.

FMTripsListPage Opens the list page that displays all trips.

FMTripsNew Opens the Trips form and creates a new trip. Used in the Action Pane for the Trips list.

FMVehicleAssign Opens the Vehicles form and allows the vehicle to be assigned to an employee. Used in the Action Pane for the Vehicles list.

FMVehicleListPage Opens the list page that displays all vehicles.

FMVehicles Accesses the Vehicles form.

FMVehiclesEdit Opens the Vehicles form to edit the vehicle selected. Used in the Action Pane for the Vehicles list.

FMVehiclesForm Opens the Vehicles form. Used on the Fleet Management area page.

FMVehiclesNew Opens the Vehicles form and creates a new vehicle. Used in the Action Pane for the Vehicles list.

FMWorkflowProc Opens the Workflow Processor form, used to start workflow processing when testing workflow.

Menu_Items

Output

FMTripsReport Opens the Trips report. Used on the Fleet Management area page.

FMVehiclesReport Opens the Vehicles report. Used on the Fleet Management area page.

Menu Items

Action

FMTripApprovalApprove Approve action for the approval portion of the Trip Approval workflow.

FMTripApprovalDeny Deny action for the approval portion of the Trip Approval workflow.

FMTripApprovalRequestChange Request Change action for the approval portion of the Trip Approval workflow.

FMTripApprovalResubmit Resubmit action for the approval portion of the Trip Approval workflow.

FMTripApprovalSubmitToWorkflow Submit action for the Trip Approval workflow.

FMTripApprovalTaskComplete Completed action for the task portion of the Trip Approval workflow.

FMTripApprovalTaskSkipped Not Required action for the task portion of the Trip Approval workflow.

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Resources Cue_FMAvailableVehicles Defines the Available Vehicles cue displayed in the Fleet Management role center page.

Cue_FMDieselVehicles Defines the Diesel Vehicles cue displayed in the Fleet site home page.

Cue_FMElectricVehicles Defines the Electric Vehicles cue displayed in the Fleet site home page.

Cue_FMGasolineVehicles Defines the Gasoline Vehicles cue displayed in the Fleet site home page.

Cue_FMOutOfServiceVehicles Defines the Out of Service Vehicles cue displayed in the Fleet Management role center page.

Profile_FleetManagement Defines the Fleet Management customer profile.

QuickLinks_FleetManagementLinks Defines the links that appear in both the Fleet site home page and the Fleet Management role center page.

Web_Files

Web_Menus

FleetQuickLaunch Contains the menu items that appear in the Quick Launch area of the Fleet site in Enterprise Portal.

TripsContextMenu Contains the menu items that appear when the context menu is displayed in the Trips page in Enterprise Portal.

TripsToolbar Contains the menu items that appear in the toolbar for the Trips window in Enterprise Portal.

VehiclesContextMenu Contains the menu items that appear when the context menu is displayed in the Vehicles page in Enterprise Portal.

VehiclesToolbar Contains the menu items that appear in the toolbar for the Vehicles window in Enterprise Portal.

Web_Files

Page Definitions

FleetAreaPage The Fleet site home page in Enterprise Portal.

RoleCenterFleetManagement The Fleet Management role center page. This is the home page displayed in the Dynamics AX client and in Enterprise Portal for users assigned to the Fleet Management customer profile.

TripDetails Displays detailed information about a specific trip.

TripList Displays a list of trips and allows the user to perform actions for the selected trip.

TripsAddEdit Allows the user to create or edit a trip.

TripsReport Displays a report that lists all trips.

VehicleAddEdit Allows the user to create or edit a vehicle.

VehicleDetails Displays detailed information about a specific vehicle.

VehiclesList Displays a list of vehicles and allow the user to perform actions for the selected vehicle.

VehiclesReport Displays a report that lists all vehicles.



Web_Files

Web_Controls

TripAddEdit The User Control that appears on the TripsAddEdit page.

TripDetails The User Control that appears on the TripDetails page.

TripList The User Control that appears on the TripList page

VehicleAddEdit The User Control that appears on the VehicleAddEdit page.

VehicleDetails The User Control that appears on the

VehicleDetails page.

VehicleList The User Control that appears on the VehiclesList page.

Weblets NoteWeblet Defines the behavior of the Note web part displayed in the Fleet home site page.

Web_Menu_Items

URLs

EPFleetManagementRoleCenter Specifies the URL for the Fleet Management role center page.

FleetAreaPage Specifies the URL for the Fleet home site page.

TripAdd Specifies the URL for the Add Trip page.

TripDetails Specifies the URL for the Trip Details page.

TripEdit Specifies the URL for the Edit Trip page.

TripList Specifies the URL for the Trips page.

TripsReport Specifies the URL of the Trips Report page.

VehicleAdd Specifies the URL for the Add Vehicle page.

VehicleDetails Specifies the URL for the Vehicle Details page.

VehicleEdit Specifies the URL for the Edit Vehicle page.

VehiclesList Specifies the URL for the Vehicles page.

VehiclesReport Specifies the URL of the Vehicles Report page.

Web_Menu_Items

Actions

EPFMTripApprovalApprove Approve action for the approval portion of the Trip Approval workflow.

EPFMTripApprovalDeny Deny action for the approval portion of the Trip Approval workflow.

EPFMTripApprovalRequestChange Request Change action for the approval portion of the Trip Approval workflow.

EPFMTripApprovalResubmit Resubmit action for the approval portion of the Trip Approval workflow.

EPFMTripApprovalSubmitToWorkflow Submit action for the Trip Approval workflow.

EPFMTripApprovalTaskComplete Completed action for the task portion of the Trip Approval workflow.

EPFMTripApprovalTaskSkipped Not Required action for the task portion of the Trip Approval workflow.

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Catetory Name Description

Web_Content

Output

TripsReport Specifies which report to display for the Trips Report page.

VehiclesReport Specifies which report to display for the Vehicles Report page.

Web_Content

Managed

TripAddEdit The TripAddEdit User Control.

TripDetails The TripDetails User Control.

TripList The TripList User Control.

VehicleAddEdit The VehicleAddEdit User Control.

VehicleDetails The VehicleDetails User Control.

VehicleList The VehicleList User Control.

Web_Modules Home Modification of the Home web module to add the Fleet web module.

Workflow

Workflow_Categories

FMFleetManagement The workflow category for Fleet Management.

Workflow

Approvals

FMTripApproval Defines the approval portion of the Trip Approval workflow.

Workflow

Tasks

FMTripTask Defines the task portion of the Trip Approval workflow.

Workflow

Workflow_Templates

FMTripApprovalTemplate Defines the Trip Approval workflow.


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IntroductionFleet Management OverviewRole CenterArea PageList PagesFormsReportsWorkflowEnterprise Portal Integration

PrerequisitesMicrosoft Dynamics AX 2009WorkflowEnterprise PortalContoso Demo Data

Installing Fleet ManagementInstalling the Application ResourcesLoading Setup DataLoading Sample Data

Setting up Fleet ManagementSetting up Fleet Management parametersSetting up Enterprise PortalSetting up Workflow

Using Fleet ManagementRole CenterArea PageFormsReportsList PagesWorkflowEnterprise PortalList pagesWorkflow


Documents

Fleet Management