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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. The Microsoft Dynamics AX 2012 client uses the following forms.

Form type

Primary 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

Detail forms for viewing and editing

Other uses:

  • View and edit line item details

  • Editable list

  • Purchase requisition

  • Purchase order

  • Sales order

  • Packing slip

  • Invoice

  • Payment

Journal

Data entry in a grid

Other uses:

  • View Journal information and lines

  • Payment journal

  • Payment journal vouchers

Simple list and details

View and edit reference and dependent data

  • ZIP Codes

  • Currencies

  • Employee contacts

  • Miscellaneous charges

Table of contents

Configure data in a multi-step pattern or free-form

  • Accounts payable parameters

  • Address format

Inquiry

View related data

  • Invoice journal inquiry

Dialog

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

  • Create transactions

  • Submit to workflow

  • Confirm delete action

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

  • Two-phase create

  • Activity tasks

Drop dialog (Also called a quick path)

Lightweight dialog that displays a small set of options specific to an action or confirms an action without using a full dialog

  • Process hold

  • Set date effective options

* 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.

Dependent data

Dependent data is data that is associated with master data, transaction data, and reference data. Dependent data is generally deleted when the parent is deleted. In UML, dependent data is a composition relationship.

Form examples

Example of a details form

Details formExample of a details form

Example of an editable list form

Editable list formExample of an editable list form

Example of a journal form

Journal formExample of a journal form

Example of a simple list and details form

Simple list and details formExample of a simple list and details form

Example of a table of contents form

Table of contents formExample of a table of contents form

Example of an inquiry form

Inquiry formExample of an inquiry form

Example of a wizard form

Wizard formExample of a wizard form