Collecting the configuration data
by JJ Yadav, Yogesh Kasat
Microsoft Dynamics AX Implementation Guide
- Microsoft Dynamics AX Implementation Guide
- Table of Contents
- Microsoft Dynamics AX Implementation Guide
- Credits
- About the Author
- Acknowledgments
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Preparing for a Great Start
- 2. Getting into the Details Early
- 3. Infrastructure Planning and Design
- The Dynamics AX components and architecture
- Planning the system topology
- Cloud deployment
- Industry best practices and recommendations
- Summary
- 4. Integration Planning and Design
- Integration planning
- Integration technologies
- Integration design and development
- Best practices and recommendations
- Summary
- 5. Data Migration – Scoping through Delivery
- Managing scope – simplifying data migration through rightsizing the scope
- The design and development phase
- Data mapping and transformation
- Planning the data migration
- Selecting the tools for data migration
- The Data Import/Export Framework
- Data migration execution tips
- Initial templates for business
- Extracting source data into SQL tables
- Never rename/repurpose fields
- Considering premigration steps
- Considering postmigration steps
- Changing SQL to simple recovery mode
- Multithreading and max DOP
- Index and statistics maintenance
- Disabling the AX logging
- Considering SQL updates on migrated data
- The SQL import – through caution and expertise
- Managing configurations
- Configuration management simplified with DIXF
- Reviewing and deciding on the configuration
- Data validation
- A classic example of a data migration issue in projects
- Summary
- 6. Reporting and BI
- Gathering BI and reporting requirements
- Knowing about reporting tools
- Mapping reports and identifying gaps
- The custom report development
- Summary
- 7. Functional and Technical Design
- 8. Configuration Management
- Configuration planning
- Collecting the configuration data
- Configuration tools
- Configuration data management
- Summary
- 9. Building Customizations
- Getting ready for development
- The development process
- Conceptualization
- Data design
- The business logic
- The user interface
- Security
- Coding best practices
- The Application Lifecycle Management (ALM)
- Summary
- 10. Performance Tuning
- 11. Testing and Training
- 12. Go-live Planning
- 13. Post Go-live
- Initial stabilization
- Proactive preparation – what's coming
- Post-implementation review
- Why post-implementation review?
- Key factors to get the most out of PIR
- Preparing for PIR
- Pain points from experience
- Post-implementation review – an AX 2012 customer
- Current state – key challenges
- The unused potential of Dynamics AX
- Improvement opportunities – processes and systems
- New features from the next release
- Summary
- 14. Upgrade
- When to upgrade
- Upgrading options
- The Dynamics AX upgrade process
- Summary
- Index
ERP configuration requires coordination between the implementation and business teams to collect master data for the key modules.
These are some key pointers to keep in mind while collecting data and configuring the base functionality:
- Create a configuration template to collect data for the setup data of each module
- Describe the purpose of the configuration and its use
- Provide a description for the fields and applicable values
The following screenshot shows a sample data-collection template for a vendor group in the account-payable module:
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