How do I create a Workflow in Dynamics AX 2012?

4. Create workflow type

1. Expand Workflow Type node in AOT >> Workflow.
2. Create New Workflow Type using workflow type wizard.
3. Follow the wizard and set workflow type name, category (created in step 2), query (created in step 3) and document menu item (display menu item of form on which the workflow will be attached)

How do you create a sales order in Microsoft Dynamics AX 2012?

Create a sales order from the Sales orders page

1. Click Sales on the top link bar, and then click Sales orders on the Quick Launch.
2. On the Action Pane, on the Sales order tab, in the New group, click Sales Order.
3. On the Customer FastTab, enter or select the customer account to create the order for.

What is master planning in AX 2012?

Master Planning in AX 2012 Master planning in Dynamics AX informs users whether it has enough supply to meet the demand. Master planning takes into account the information about supply and demand, as well as numerous other parameters and settings, and calculates the net requirements.

What is Dynamics AX implementation?

Dynamics AX is a powerful ERP solution with a comprehensive functionality suitable for any industry. This ERP module helps streamline all critical business processes such as managing finance, production, and business intelligence to empower your company to become future-ready and help expand business opportunities.

How do I run a workflow in AX 2012?

Trigger workflow manually

1. Go to development by clicking CTRL + D.
2. Go to the forms node and expand.
3. Find the tutorial_WorkflowProcessor.
4. Right click on it and select “Open”
5. Click “Start” in the dialogue.

How do I approve a workflow in AX 2012?

To create a workflow approval

1. In the AOT, expand the Workflow node.
2. Right-click the Approvals node, and then click Add-Ins > Approval wizard.
3. Click Next.
4. Set the following values for the wizard.
5. Specify which types of menu items you want to create.
6. Specify whether you want to enable the Deny outcome.
7. Click Next.

How do I run a master program in AX 2012?

In this article

1. Click Master planning > Periodic > Master scheduling.
2. Select the plan and the item number, if there are any.
3. Click OK to run master scheduling.
4. Click Product information management > Common > Released products. Select an item line.
5. Click Master planning > Common > Planned orders.

What is master planning in d365?

Master planning – The Master plan calculates net requirements. It is based on actual current orders and enables companies to control inventory replenishment on a short-term, day-to-day basis. Another term to describe it is the Net requirements plan. For more information, see Master plans overview.

What is Dynamics AX used for?

Dynamics AX is a powerful enterprise resource planning (ERP) software package for finance and operations. It helps global enterprises organize, automate, and optimize their processes on-premises, in the cloud, or through hybrid deployment. It’s part of the Microsoft Dynamics suite of intelligent business applications.