List pages and their benefits in Dynamics AX 2009

Hello everyone,In this post of mine, I will summarize a basic introduction to Microsoft Dynamics AX 2009 list pages and their benefits for the users on their daily business operations.

Introduction:

Dynamics AX list page is a navigation page that displays a list of related data records. They represent a primary means of displaying data, performing actions on specified records, and opening their other related forms. There are two types of list pages supported by Dynamics AX 2009 which are described as below.

Primary list page : Displays all the records for a specific document type(for e.g. Customers/Vendors). These may also have a filter option in them which can be used to display more meaningful data.

Secondary List page : Displays a subset of records from an existing primary list page. It appends filters to the list page  that restrict the records getting displayed.(For e.g. Display a list of vendors on Hold). The secondary list pages comes very helpful for users in their daily business needs.

Below are descriptions for few of the list pages under the Accounts Payable and Accounts Receivable ares fo AX 2009 which the users will find extremely useful in daily business operations.

Accounts Payable :

Below image is an indication of all the out of box list pages available under Accounts payable area for a user with permissions of Admin group. However Dynamics AX security framework restricts the list pages to be out of box when the user belongs to limited user groups. Now when i say out of box , it means the list pages which are defaulted on the area page irrespective of user permissions.

Each of these list pages are useful for different user profiles. For example , the Controller or the Accounts payable clerk can open the Vendor Invoices Due today(Secondary list page) to view all the invoices of vendors which are due on the current date and can process payments or take suitable actions for them right here from the list page.

Another example of these is the Purchase Orders not Sent secondary list page. The Purchasing manager of the organization can take a look at all the POs that are not sent yet and can take necessary actions on them in the list page itself.

Similarly users can get to know the  other information such as the vendors past due, sent RFQs , Open RFQs, RFQ replies, delayed purchases, delayed receipts pending PO invoices etc and can take suitable actions for them.

Accounts Receivable:

Below image is an indication of all the out of box list pages available under Accounts receivable area for a user with permissions of Admin group. However Dynamics AX security framework restricts the list pages to be out of box when the user belongs to limited user groups.

List pages under Accounts Receivable – AX 2009

Each of these list pages are useful for different user profiles in the AR team. For example , the Controller or the Accounts receivable clerk can open the customer Invoices Due today(Secondary list page) to view all the invoices of customers which are due on the current date and can process payments or take suitable actions for them right here from the list page.

Another example of these is the Shipped but not invoiced Sales orders secondary list page. The Accounts receivable clerk of the organization can take a look at all the SOs that are not invoiced yet but are already shipped and can take necessary actions on them in the list page itself.

similarly users can get to know the  other information such as the customers past due, customers on hold ,sent and open sales quotations, delayed shipments, open return orders etc and can take suitable actions for them.

similarly AX 2009 has other list pages under almost all the modules of it which the users in various departments of the organization can find helpful in their daily operations.

This post holds a very basic information which most of us already know. I just tried putting them together as i got chance to work on them on a great deal in one of my assignments.

Thanks ,Keep DAXING. 🙂

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