Introduction to Microsoft Dynamics® AX 2012 – Client Workspace List Pages

List Pages

A List page is the first place an end-user should go to search and act on information. It is optimized to view and search through a list of records.

The components of a list page are as follows:

Grid:  displays a list of records. It displays only a few of the most important fields for each record.

Filter pane:   used to enter search criteria. This filters the list in the grid to show only the records an end-user is interested in. The filter pane contains the quick filter bar and buttons for advanced filters.

Preview pane:  displays more fields about the selected record. This helps to make sure that you have selected the correct record in your search.

FactBox pane: displays more information about the selected record from related tables.

Action pane:  contains menu items that let you do typical tasks related to the selected record.

The following image is showing the graphical representation of the List page options:


Data in List pages

User regularly uses the full customer list. He uses various methods to view, sort, and filter data in the all customers list page.

  • Go to Accounts receivable > Common > Customers > All customers.
  • Click on the top of the column Customer account or right-click on the customer account and select Sort ascending.

  • Remove the sort by using either of these methods:
  1. Click the Remove Filter/Sort button in the advanced filter buttons.
  2. Press Ctrl-Shift-F3.
  3. Right-click and select Remove filter/sort.
  • Add a column with the customer group to the grid. Click the down arrow next on the button showing Customer account in the Quick filter and select More.
  • Expand Customers and select Customer group.



By selecting more the following popup will be shown


  • Click Add.
  • Close the Select fields form.
  • Show only customers who contain sun in the name. Type sun and select Name as the field to filter on. Press ENTER.
  • Click the Remove filter/sort button.
  • Select the customer group field on the record.
  • Click the Filter by selection button in the Advanced filter buttons or right-click and select Filter by selection.
  • Reset the form to remove customer group and return to the standard form layout. Right-click in the grid and then click Personalize.
  • Click the Reset button.
  • Close the Personalization form.

Introduction to Microsoft Dynamics® AX 2012 – Client Workspace Switch Between Companies

Microsoft Dynamics AX supports multiple companies within one instance of the application. The title bar displays the current company account that the user is working in. Some users find it useful to have multiple workspaces open when they work simultaneously across multiple company accounts.

End-users can switch between companies in different ways:

  • Open a different company from the Address bar by clicking the arrow icon to the left of the company ID
  • Click the company ID displayed in the Status bar. This displays a list of companies available. Click OK to switch to the selected company within the same workspace or New Workspace to open the company in a separate workspace.Switch Between Company
  • Security controls which companies a user can access. You can configure security within a company so a user may have more or less access in other companies.

View setup in another company

User usually works in Contoso US but wants to see the vendor groups used in the Contoso Europe company.

Follow these steps to open Contoso Europe in another workspace and check vendor groups.

  1. Click the dat company ID displayed in the status bar.Switch Between Company1
  1. Following popup window will open, select tst company ID.testSelect
  1. Click New Workspace.newWorkSpace

newWorkSpacetst

  1. Open the Accounts Payable module by using the address bar or navigation pane.

accountpayable

  1. Vendor groups are part of the general setup of the Accounts Payable module. Use either the navigation pane or area page to open Setup – Vendors – Vendor groups.

vendorgroup

Click on vendor group following vendor group form will open

vendorgroup1

  1. Click Close to close the Vendor groups form.
  2. Click the Close button in the Title bar to close the tst workspace.
  3. An infolog is displayed to notify you that you are returning to the dat company. Click Close.

inforlog

Introduction to Microsoft Dynamics® AX 2012 – Client Workspace Menu Items and Area page

Menu Items and Area page

The article on Microsoft Dynamics AX Client Workspace  , today we are going to explore Menu Items and Area page Menu items are used to launch all list pages, forms, inquiries and reports.

Area page: displayed within the content pane when a module is selected. It displays all menu items relevant to that module. They are grouped logically to make it easier for end-users to find what they need. You can expand or collapse groups by clicking the arrow next to the name.

Common: contains the most commonly used menu items for an application module. Most menu items in this group are designed to quickly find a record or group of records and then perform an action with those records.

Journals: used for posting transactional data. A journal details which transactions occurred and which accounts were affected. Menu items in this group provide access to forms for interacting with journals.

Inquiries: designed for read-only access to information in an onscreen form. They enable search and analysis of data without needing to generate a traditional report. This menu group provides access to forms used for inquiry.

Reports: designed to display data in a printable report format.

Periodic: contains menu items for forms that are used periodically. They often are used for bulk updates to a set of records.

Setup contains menu items that maintain the general setup of features related to the selected module.

Commonly used menu items can be added to an end-user’s Role Center or to their favorites list in the navigation pane. This makes it faster and easier to access areas of the application that are used most frequently.


 

Introduction to Microsoft Dynamics® AX 2012 – Client Workspace- Switch Between Modules

Switch Between Modules

The article on Microsoft Dynamics AX Client Workspace , today we are going to learn how to Switch Between Modules

There are two ways to switch between modules within Microsoft Dynamics AX.

Address field:  lets the end-user navigate between modules in a way that resembles using Windows Explorer. You can type a path or click the arrow icon button next to each entry in the path to choose your next location.
Navigation pane:lets the end-user navigate between modules in a way that resembles using Microsoft Outlook. Security controls which modules a user can access according to their role. Very few end-users will see all modules when they use Microsoft Dynamics AX. This makes the application simpler to use. Click a navigation pane button to display the area page for that module.

Switch Between Modules

Introduction to Microsoft Dynamics® AX 2012 – Client Workspace Status bar options

Introduction

The article on Microsoft Dynamics AX Client Workspace, today we are going to explore the Status bar options on Client Workspace.

Scenario

Once multiple users share single computer in office the want to make sure they are using their own logged-in information when they are using Microsoft dynamics. They change their options to display the user ID in the status bar.

Steps

To change the fields displayed in the status bar follow these steps

1. Click the File menu.
2. Select Tools.
3. Select Options.

Statusbar

When user click on option the following popup window will openstatusPopup

4. Go to Status bar.
5. Select Show user ID.
6. Close the Options form and view your user ID in the Status bar.
statusPopup1
Finally you can see the current logged-in User ID in Status Bar on bottom of the following window
statusResult

 

Introduction to Microsoft Dynamics® AX 2012 – Client Workspace

Introduction:
The main client workspace contains the menu and tools. The menu provides access to forms and reports that display data. Different types of forms are used which are dependent on the type of data and the way that they will be used. Form types include list pages, master details forms, transaction detail forms, and parameter forms.

A key design principle of the application is to be powerful yet simple to use. It uses design elements from other Microsoft products so that the user experience is familiar. It is easier for end-users to learn and more intuitive to use.

Today we will talk about Rich Client User Interface and components of the client interface

1. Client Workspace

The client workspace has the following components:

Title bar:

The Title bar is located at the top of the window. This standard Microsoft Windows feature displays the application name, license name, server name, and the company code. It also displays standard Microsoft Windows buttons to minimize, maximize and close the application.

Address bar: The Address bars located underneath the Title bar. It gives a “breadcrumb” trail that shows where you have been in the program and how to return. It has following three components:

  • Forward and back buttons let you move back and forward through previous pages as you would in Internet Explorer.
  • Address field lets you navigate through modules and pages as you would in Windows Explorer.
  • Search bar lets you search through the application for menu items and data.

 

File menu: The File menus located under the Address bar. It is a standard Microsoft Office interface component. It gives access to general functions and tools available in the application.

There are three buttons that are located to the right of the File menu.

o   Windows: menu lets you open a new application workspace or a new developer workspace. It is also useful to navigate through multiple windows that are open at the same time.

o   View: menu lets you personalize your workspace.

o   Help: menu gives multiple options to get help with using the application.

Navigation pane is located on the left and displays the application menu in a way that resembles Microsoft Outlook.

Content pane is the main area. Role centers, Area pages and List pages are displayed within the content pane.

Status bar is located at the bottom of the application window. The Status bar can display information such as the user ID, date, time, company and help text. Information displayed on the status bar can be configured by the user in User options. File menu > Tools > Options > Status Bar

WORKSPACE

 

 

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