Enterprise Portal Form Types

  • Article

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012 provides form types that allow users to perform tasks in a consistent manner. Enterprise Portal for Microsoft Dynamics AX 2012 uses the following forms. All Enterprise Portal forms will be displayed in the modal popover control.

Form type

Work patterns

Usage examples

Entity details

View and edit master data *

Other uses:

  • View and edit line item details

  • Editable list

  • View customer information

  • Create a new vendor

  • Create a project

  • Create a catalog

  • View and edit line item details

Source documents

Details forms for viewing and editing data

  • Add travel delegate

Wizard

Present tasks in a multi-step format with a specific sequence that can include sub-tasks

  • Dispute credit card

  • Import compliance controls

Dialog

Secondary window that allows commands and questions, and provides information or progress feedback.

  • Add activity

  • Add address

  • Edit case association

  • Workflow actions such as Submit, Approve, Reject, and Request change

  • New purchase requisition

* Document data mostly appears in edit mode, which is used for editing entities that reference data from other tables, for example, Project, which pulls in resources, categories, and so on. Typically, the user will need to spend several hours creating the document, coming back to edit it many times over a long period of time, which is different from transient entities, such as sales orders.

Glossary

Term

Definition

Master data

Data that is generally persistent over time and that represent the items that are important to track in the ERP system. Master data is the nouns of the system, such as Customers, Vendors, Sales people, and Employees.

Source documents

Business events generated from the occurrence of an economic transaction are documented on source documents and recorded in accounting journals when the source document is journalized.

Transactions will generally affect master data and make use of reference data and parameters.

Reference data

Reference data is data that is used by both master and transaction data. Reference data is found in the setup areas of the system and is fairly stable over time.

Form examples

Example of an Enterprise Portal details form in view mode

Enterprise Portal details form in view modeExample of an Enterprise Portal details form in view mode

Example of an Enterprise Portal details form in edit mode

Enterprise Portal details form in edit modeExample of an Enterprise Portal details form in edit mode

Example of a wizard form

Wizard formExample of a wizard form