Annata idms analytics - users guide dynamics ax 2012

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  • 1. Implementation Guide Annata IDMS for Dynamics AX 2012 Analytics April 2012 2012 ANNATA MICROSOFT DYNAMICS AX with IDMS 1
  • 2. Using this document This document is an overview of Microsoft Dynamics AX with IDMS add-on. Disclaimer The use of Microsoft Dynamics AX described in this document is intended as examples only and is not intended to describe the only way to use the functionality of the Microsoft Dynamics AX product or the IDMS add-on solution. This material is for informational purposes only. Annata hf. disclaims all warranties and conditions with regard to use of the material for other purposes. Annata hf. shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract, negligence or other action arising out of or in connection with the use or performance of the material. Nothing herein should be construed as constituting any kind of warranty. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Copyright Notice: Copyright 2012 Annata hf., Iceland. All rights reserved. Trademark Notice: Microsoft, Axapta, Navision and Dynamics AX, are either registered trademarks or trademarks of Microsoft Corporation or FRx Software Corporation, or Microsoft Business Solutions ApS or their affiliates in the United States and/or other countries. FRx Software Corporation and Microsoft Business Solutions ApS are subsidiaries of Microsoft Corporation. Document version: 6.0/6.0.601.2 2012 ANNATA MICROSOFT DYNAMICS AX with IDMS 2
  • 3. Table of Contents Role Center .................................................................................................................................................. 8 Cues .......................................................................................................................................................... 9 KPIs .......................................................................................................................................................... 9 Quick links ................................................................................................................................................ 9 Worklist .................................................................................................................................................. 10 Reports ................................................................................................................................................... 11 Report called from a menu in Dynamics Ax........................................................................................ 11 Master detail report ........................................................................................................................... 12 Detail report ....................................................................................................................................... 14 Refreshing of reports previously opened in the current session ....................................................... 14 Detailed list of role centers ........................................................................................................................ 15 After Sales Manager ............................................................................................................................... 15 CEO ......................................................................................................................................................... 15 CFO ......................................................................................................................................................... 16 Claims Manager ...................................................................................................................................... 16 Device Purchases New ........................................................................................................................... 17 Device Purchases Used ........................................................................................................................... 17 Device Sales Dealer ................................................................................................................................ 18 Device Sales Importer............................................................................................................................. 18 Device Sales Manager ............................................................................................................................ 19 Mechanic ................................................................................................................................................ 19 Parts Manager ........................................................................................................................................ 20 Parts Purchases ...................................................................................................................................... 20 Parts Sales .............................................................................................................................................. 20 Rental Manager ...................................................................................................................................... 21 Rental Officer ......................................................................................................................................... 21 Service Manager ..................................................................................................................................... 22 Workshop Foreman ................................................................................................................................ 22 Workshop Reception .............................................................................................................................. 23 Detailed list of cues .................................................................................................................................... 24 Approved transfer orders ....................................................................................................................... 25 Cases Awaiting........................................................................................................................................ 26 2012 ANNATA MICROSOFT DYNAMICS AX with IDMS 3
  • 4. Cases confirmed orders .......................................................................................................................... 26 Cases due................................................................................................................................................ 26 Cases due in next 30 days ...................................................................................................................... 27 Cases in process...................................................................................................................................... 27 Cases open.............................................................................................................................................. 27 Cases open recalls .................................................................................................................................. 28 Cases open recall lines ........................................................................................................................... 28 Cases planned ordes next 30 days ......................................................................................................... 28 Cases ready for invoicing ........................................................................................................................ 29 Cases recalls to be claimed..................................................................................................................... 29 Claims inbound confirmed last 30D ....................................................................................................... 29 Claims inbound declined last 30 days .................................................................................................... 30 Claims inbound in review ....................................................................................................................... 30 Claims inbound not processed ............................................................................................................... 30 Claims outbound confirmed ................................................................................................................... 31 Claims outbound declined last 30 days .................................................................................................. 31 Claims outbound not invoiced ............................................................................................................... 31 Claims Outbound Not Processed............................................................................................................ 31 Claims outbound with errors ................................................................................................................. 32 Claims rejected last 30 days ................................................................................................................ 32 Contracts due but no