Order Processor Role Center Reference

Microsoft Dynamics AX

Order Processor Role Center Reference for Microsoft Dynamics AX

The Order Processor is responsible for tasks such as processing sales orders and sales quotes, and monitoring delayed orders and upcoming orders. Users are assigned to Role Centers based on user profiles, which are sets of default information for a specific role in the organization. Each user is assigned to a user profile, and a Role Center is specified for each profile.  Default user profile: OrderProcessor  Role Center page name: EPOrderProcessorRoleCenter

Web parts Role Center pages contain various pieces, or Web parts, that display information. This Role Center includes the following Web parts.

Name Type Displayed by default?

Delivery statistics Dynamics Report Server Yes Report (chart)

My Links Quick Links Yes

Cues Cues Yes

Quick links Quick links Web parts display links to forms, reports, list pages, and Web pages, including Enterprise Portal pages. By default, links to Enterprise Portal pages are not displayed in the Microsoft® Windows® client for Microsoft Dynamics AX, unless otherwise noted. You can modify this display setting. For more information, see the Applications and Business Processes Help in Microsoft Dynamics AX. This Role Center includes the following quick links, which are displayed in the My Links Web part.  Delivery performance - Links to the Delivery performance report in the Windows client or the Delivery performance page in Enterprise Portal  On-hand inventory - Links to the On-hand inventory report in the Windows client (Inventory management > Reports > On-hand > On-hand inventory)  Customers - Links to the Customers list page in the Windows client (Accounts receivable > Places > Customers)

Microsoft Corporation 1 Microsoft Dynamics AX  Item - Links to the Items list page in the Windows client (Inventory management > Places > Items)  Sales order - Links to the Sales order form in the Windows client (Accounts receivable > Common Forms > Sales Order Details)  Sales quotation - Links to the Quotation form in the Windows client (Accounts receivable > Common Forms > Sales Quotation Details)  Return Order Details - Links to the Return orders form in the Windows client (Accounts receivable > Common Forms > Return Order Details)

Cues Cues Web parts display Cues, which are visual representations of your workload that display an overview of your work items and other tasks that you need to complete. The Cues are saved filtered views of form or list page information. When you click a Cue, the associated form or list page opens and the filtered view is displayed. This Role Center includes the following Cues, which are displayed in the Cues Web part.  Sales Orders of Type Journals - Displays the number of sales orders with a type of Journals. Where the Cue was created: Sales Orders of Type Journal list page in the Windows client (Accounts receivable > Places > Sales Orders > Sales Orders of Type Journal) Displayed by default? Yes  New Sales Quotations - Displays the number of new sales quotations. Where the Cue was created: New Sales Quotations list page in the Windows client (Accounts receivable > Places > Quotations > New Sales Quotations) Displayed by default? Yes  Sent Sales Quotations - Displays the number of sales quotations that have been sent. Where the Cue was created: Sent Sales Quotations list page in the Windows client (Accounts receivable > Places > Quotations > Sent Sales Quotations) Displayed by default? Yes  Open Sales Orders - Displays the number of open sales orders. Where the Cue was created: Open Sales Orders list page in the Windows client (Accounts receivable > Places > Sales Orders > Open Sales Orders) Displayed by default? Yes

Microsoft Corporation 2 Microsoft Dynamics AX  Backorder Lines - Displays the number of sales order line items that are on back order; where the backorder date is today's date less one day. Where the Cue was created: Backorder Lines list page in the Windows client (Accounts receivable > Places > Backorder Lines) Displayed by default? Yes  Shipped but not Invoiced Sales Orders - Displays the number of sales orders that have been shipped but not yet invoiced. Where the Cue was created: Shipped but not Invoiced Sales Orders list page in the Windows client (Accounts receivable > Places > Sales Orders > Shipped but not Invoiced Sales Orders) Displayed by default? Yes

Report Dynamics Report Server Report Web parts display Microsoft SQL Server® Reporting Services reports that provide information from the Microsoft Dynamics AX database or from cubes that are set up in SQL Server Analysis Services. Depending on how the information was created, drilldown functionality might be included so that you can view more details about the data. If the information is displayed from a cube, the cube will need to be refreshed before the information in the report or KPI will be refreshed. This Role Center includes the Delivery statistic report, which displays the percentage of on-time packing slip lines over a configurable period of time, and in configurable steps of time periods (days, months, years). This information is displayed in the Delivery statistics Web part.

Type of Selection criteria Displayed from a Drilldown Displayed by Reporting cube? available? default? Services report

Chart Based on: Yes (Sales Cube) Yes Yes Confirmed Shipping Date Number of periods: 4 Period: month Site: ALL Item group: ALL Customer group: ALL

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