Form Types
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:
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Source documents |
Detail forms for viewing and editing Other uses:
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Journal |
Data entry in a grid Other uses:
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Simple list and details |
View and edit reference and dependent data |
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Table of contents |
Configure data in a multi-step pattern or free-form |
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Inquiry |
View related data |
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Dialog |
Secondary window that allows commands and questions, and provides information or progress feedback |
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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 |
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* 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
Example of a details form
Example of an editable list form
Example of an editable list form
Example of a journal form
Example of a journal form
Example of a simple list and details form
Example of a simple list and details form
Example of a table of contents form
Example of a table of contents form
Example of an inquiry form
Example of an inquiry form
Example of a wizard form
Example of a wizard form