Event Cycle - MS AX

8/8/2019 Event Cycle - MS AX

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Event Cycle

Recorded by: godr1

Recorded date: 12/6/2010Document created: 12/6/2010

Task notes: Event Cycle

Event Cycle ..........................................................................................................................1

Form name: Projects .................................................................................................... 3

Form name: Create project ...........................................................................................3Form name: Item budgets ............................................................................................ 5

Form name: Infolog ..................................................................................................... 8

Form name: Fee forecast ............................................................................................11

Form name: Project statements ..................................................................................12

Form name: Fee forecast ............................................................................................13Form name: Purchase requisitions .............................................................................14

Form name: Create purchase requisition ................................................................... 15Form name: Infolog ...................................................................................................19

Form name: Purchase requisition approval - Submit .................................................19

Form name: Purchase requisitions .............................................................................21Form name: Create purchase requisition ................................................................... 22

Form name: Purchase requisition approval - Submit .................................................29

Form name: Projects .................................................................................................. 30

Form name: Find: Project ..........................................................................................31Form name: Purchase order , Name , Item name .....................................................33

Form name: Purchase order , Name , Item name .....................................................34Form name: Create purchase order ............................................................................ 35Form name: Infolog ...................................................................................................40

Form name: Posting purchase order .......................................................................... 44

Form name: Posting packing slip ...............................................................................45Form name: Posting invoice ......................................................................................46

Form name: Invoice Journal ......................................................................................47

Form name: Journal ...................................................................................................48Form name: Journal lines ...........................................................................................49

Form name: Check journal 000077_110 ....................................................................50

Form name: Infolog ...................................................................................................51

Form name: Post journal 000077_110....................................................................... 52Form name: Infolog ...................................................................................................52

Form name: Create invoice ........................................................................................53

Form name: ProjInvoiceNormal ................................................................................ 54Form name: Find: Project ..........................................................................................55


Form name: Create invoice ........................................................................................56Form name: Infolog ...................................................................................................57


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Form name: Create invoice ........................................................................................59Form name: Infolog ...................................................................................................60


Form name: Infolog ...................................................................................................61Form name: Create invoice ........................................................................................61


Form name: Post invoice ........................................................................................... 62Form name: Infolog ...................................................................................................63


Form name: Find: Project ..........................................................................................64

Form name: Post invoice ........................................................................................... 67Form name: Infolog ...................................................................................................68


Form name: Find: Project ..........................................................................................69

Form name: Project statements ..................................................................................70Form name: Fee transactions .....................................................................................77

Form name: Fee transactions .....................................................................................78Form name: Item transactions ....................................................................................79


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1. Click Area Page node: Project -> Project Details.

Form name: Projects

2. Create a new record in the Projects form.

3. ClickYes in the Microsoft Dynamics form.Is Project of type 'Event'?

Form name: Create project


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4. Change Project group from '' to 'Events'.

5. Change Name from '' to 'test demo'.

6. Change Line property from '' to 'Charge'.

7. Change Region from '' to 'CO - LR'.

8. Change Department from '' to 'Administra'.

9. Click the OKbutton.

10. Click the Project stage (y) -> Estimated menu button.

11. ClickOkin the Change of status form.Update to status Estimated?

12. Click the Forecast (k) -> Item menu button.


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Form name: Item budgets

13. Create a new record in the Item budgets form.

14. Change Item number from '' to 'CII- Delegation Kits'.

15. Change Unit from '' to 'Nos'.

16. Change Sales quantity from '1.00' to '10.00'.

17. Change Sales quantity from '10.00' to '100.00'.

18. Change Cost price from '0.00' to '500.00'.

19. Change Cost amount from '0.00' to '50000.00'.

20. Switch to the Project tab on the Item budgets form.


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21. Switch to the Dimension tab on the Item budgets form.


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22. Change Site from '' to '1'.

23. Switch to the Overview tab on the Item budgets form.


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24. Save the record in the Item budgets form.

25. Create a new record in the Item budgets form.

26. Change Item number from '' to 'CII-Advertisement'.




Form name: Infolog

30. Click the Close button.

31. Switch to the Project tab on the Item budgets form.


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32. Change Category from '' to 'Advertise'.

33. Switch to the Dimension tab on the Item budgets form.


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35. Switch to the Overview tab on the Item budgets form.


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36. Make sure the selection is changed in table Sales forecast to:

Mode

l

Date Item

number

Item

allocatio

n key

Sales

quantit

y

Uni

t

Cost

price

Cost

amount

Currenc

y

Test 12/6/201

0

CII-

Delegatio

n Kits

100.00 Nos 500.0

0

50000.0

0

INR



39. Save the record in the Item budgets form.

40. Close the Item budgets form.

41. Click the Forecast (k) -> Fee menu button.

Form name: Fee forecast


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42. Create a new record in the Fee forecast form.

43. Change Category from '' to 'Grants'.

44. Change Qty from '' to '1.00'.

45. Change Price Per Qty from '0.00' to '1000000.00'.

46. Change Sales price from '0.00' to '1000000.00'.

47. Save the record in the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID:

0 form.

48. Close the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID: 0 form.

49. Click the Project Control (1) -> Project statements menu button.

Form name: Project statements


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50. Change From date from '' to '12/6/2010'.

51. Change To date from '' to '12/6/2010'.

52. Change Actual vs. Budget from 'Actual' to 'Budget'.

53. Change Forecast model from '' to 'Test'.

54. Click the Calculate button.

55. Click the Forecast -> Fee menu button.

Form name: Fee forecast


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57. Close the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID: 0 form.


59. Close the Project statements form.

60. Click the Project stage (y) -> In process menu button.

61. ClickOkin the Change of status form.

Update to status In process?

62. Click the Item task -> Purchase Requisition menu button.

Form name: Purchase requisitions

63. Make sure the selection is changed in table Projects to:

Project Name Project

contract

Project

group

Project

type

Header Project

stage

Event

EV-0103 Round

Table

Events Time

and

No Estimated Yes


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India-

US

material

64. Create a new record in the Purchase requisitions form.

Form name: Create purchase requisition

65. Change Purchase requisition name from '' to 'test demo'.


67. Change Purchase requisition ID from '' to '00000329_074'.


69. Change Created date and time from '' to '12/6/2010'.

70. Switch to the Lines tab on the Purchase requisitions form.


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73. Change Item name from '' to 'CII- Delegation Kits'.

74. Change Quantity from '' to '1.00'.


76. Change Unit price from '0.00' to '500.00'.

77. Change Net amount from '0.00' to '500.00'.

78. Change Currency from '' to 'INR'.

79. Change Quantity from '1.00' to '100.00'.


81. Switch to the Project tab on the Purchase requisitions form.


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82. Switch to the Dimension tab on the Purchase requisitions form.



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84. Change Warehouse from '' to 'Main'.

85. Switch to the General tab on the Purchase requisitions form.



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87. Switch to the Business justification tab on the Purchase requisitions form.

Form name: Infolog


89. Change Business justification from '' to 'test.'.

90. Click the Submit button.

Form name: Purchase requisition approval - Submit

91. Change Comment from '' to 'test'.



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93. Switch to the Overview tab on the Purchase requisitions form.

94. Close the Purchase requisitions form.

95. Make sure the selection is changed in table Projects to:

Project Name Project

contract

Project

group

Project

type

Header Project

stage

Event

EV-0107 test

demo

Events Time

and

material

No In

process

Yes

96. Switch to the Purchase Requisition tab on the Projects form.


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97. Click the Item task -> Purchase Requisition menu button.

Form name: Purchase requisitions


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Form name: Create purchase requisition



101. Change Purchase requisition ID from '' to '00000330_074'.


103. Change Created date and time from '' to '12/6/2010'.


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115. Switch to the Project tab on the Purchase requisitions form.


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117. Change State from '' to 'Andamaan &'.




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122. Switch to the Business justification tab on the Purchase requisitions form.


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123. Change Business justification from '' to 'test demo.'.

124. Switch to the Overview tab on the Purchase requisitions form.


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Form name: Purchase requisition approval - Submit

126. Change Comment from '' to 'test'.

127. Change Comment from 'test' to 'test demo.'.



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129. Close the Purchase requisitions form.

130. Switch to the Expense Transactions tab on the Projects form.

131. Close the Projects form.


Form name: Projects


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Form name: Find: Project

133. Change Project from '' to '*107*'.


135. Switch to the Purchase Requisition tab on the Projects form.


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136. Switch to the Expense Transactions tab on the Projects form.


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137. Click the Item task -> Purchase order menu button.

Form name: Purchase order , Name , Item name


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138. Close the Purchase order , Name , Item name form.

139. Click the Item task -> Purchase order menu button.

Form name: Purchase order , Name , Item name

140. Click the Advanced button.

141. Switch to the General tab on the Purchase order , Name , Item name form.

142. Switch to the Overview tab on the Purchase order , Name , Item name form.


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143. Create a new record in the Purchase order , Name , Item name form.

Form name: Create purchase order


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144. ClickYes in the Microsoft Dynamics form.Transfer vendor information?

Kotak

145. Change Vendor account from '' to '000003_041'.




149. Change Purchase order from '' to '00000086_069'.


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150. Change Vendor account from '' to '000003_041'.

151. Change Invoice account from '' to '000003_041'.


153. Switch to the Lines tab on the Purchase order , Name , Item name form.

154. Create a new record in the Purchase order 00000086_069 , Name Kotak , Item

name form.




158. Change Unit price from '' to '500.00'.


160. Change Assessable value from '0.00' to '500.00'.


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172. Create a new record in the Purchase order 00000086_069 , Name Kotak , Item

name form.

173. Change Item number from '' to 'CII-Advertisement'.



176. Change Unit price from '' to '80000.00'.



179. Change Item name from '' to 'CII-Advertisement'.






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186. Switch to the Dimension tab on the Purchase order 00000086_069 , NameKotak , Item name form.

187. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,

Item name form.


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Form name: Infolog


189. Switch to the Project tab on the Purchase order 00000086_069 , Name Kotak ,

Item name form.


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190. Change Category from '' to 'Advertise'.

191. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,

Item name form.


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192. Make sure the selection is changed in table Purchase lines to:

Item

numbe

r

CF

OP

Rece

ipt

and

issue

code

Quant

ity

Un

it

Unit

pric

e

Disco

unt

Dis

c.

pct

.

Net

amou

nt

Assessa

ble

value

Item

name

CII-Delegat

ion

Kits

100.00 Nos

500.00

50000.00

50000.00

CII-Delegat

ion Kits

193. Switch to the Project tab on the Purchase order 00000086_069 , Name Kotak ,

Item name CII- Delegation Kits form.


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194. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,Item name CII- Delegation Kits form.


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195. Click the Posting -> Purchase order menu button.

Form name: Posting purchase order


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197. Click the Posting -> Packing slip menu button.

Form name: Posting packing slip


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198. Change Packing slip from '' to '123qwe'.


200. Click the Posting -> Invoice menu button.

Form name: Posting invoice


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201. Change Invoice from '' to '123qwe'.


203. Click the Inquiries -> Invoice menu button.

Form name: Invoice Journal


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204. Close the Invoice Journal form.

205. Close the Purchase order 00000086_069 , Name Kotak , Item name CII-

Delegation Kits form.

206. Close the Projects form.

207. Click Area Page node: Project -> Journals -> Fee.

Form name: Journal


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208. Create a new record in the Journal form.

209. Change Name from '' to 'Fee'.

210. Click the Lines button.

Form name: Journal lines


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211. Change Project date from '' to '12/6/2010'.

212. Create a new record in the Journal lines form.

213. Change Project from '' to 'EV-0107'.

214. Change Line property from '' to 'Charge'.

215. Change Category from '' to 'Grants'.

216. Change Customer from '' to '000003_035'.


218. Click the Validate button.

Form name: Check journal 000077_110


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Form name: Infolog


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221. Click the Post button.

Form name: Post journal 000077_110.


Form name: Infolog


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223. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.

Form name: Create invoice


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224. Click the Select button.

Form name: ProjInvoiceNormal


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225. Make sure the selection is changed in table Criteria to:

Table Field Criteria

Projects Project EV-0045




228. Change Criteria from 'EV-0045' to 'EV-0107'.


230. Change Expense from 'true' to 'false'.


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231. Change Hour from 'true' to 'false'.

232. Change From date from '11/30/2010' to '11/1/2010'.

233. Change To date from '12/28/2010' to '12/6/2010'.



Form name: Infolog





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238. Change Update item quantity from 'Deliver now' to 'All'.

239. Change Invoice date from '12/3/2010' to '12/6/2010'.


Form name: Infolog



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243. Change To date from '12/6/2010' to '12/31/2010'.

244. Change Invoice date from '12/6/2010' to ''.


Form name: Infolog


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247. Change Invoice date from '12/6/2010' to ''.

248. Change To date from '12/31/2010' to ''.

249. Change From date from '12/1/2010' to ''.



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Form name: Infolog






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Form name: Infolog


259. Click Area Page node: Project -> Periodic -> Invoice -> Post invoice.

Form name: Post invoice


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261. ClickOkin the Microsoft Dynamics form.

Warning: Update has been selected, but no print.

Form name: Infolog


Form name: Projects


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265. Switch to the Dimension tab on the Projects form.


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266. Change State from '' to 'Andamaan &'.

267. Switch to the Event tab on the Projects form.


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268. Switch to the Overview tab on the Projects form.


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269. Save the record in the Projects form.

270. Click Area Page node: Project -> Periodic -> Invoice -> Post invoice.

Form name: Post invoice


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272. ClickOkin the Microsoft Dynamics form.

Warning: Update has been selected, but no print.

Form name: Infolog



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Form name: Projects




276. Click the Project Control (1) -> Project statements menu button.


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Form name: Project statements

277. Change From date from '' to '12/6/2010'.

278. Change To date from '' to '12/6/2010'.

279. Change Actual vs. Budget from 'Actual' to 'Deviation'.

280. Change Forecast model from '' to 'Test'.


282. Switch to the Profit and loss tab on the Project statements form.


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283. Switch to the WIP tab on the Project statements form.


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284. Switch to the General tab on the Project statements form.


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285. Switch to the WIP tab on the Project statements form.


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287. Switch to the Profit and loss tab on the Project statements form.


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289. Click the Transactions -> Fee menu button.

Form name: Fee transactions


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290. Click the Transactions -> Fee menu button.

Form name: Fee transactions


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291. Click the Transactions -> Item menu button.

Form name: Item transactions


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Event Cycle - MS AX

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