Friday, June 1, 2007

Microsoft Dynamics AX Document Management System

Document management system in Microsoft Dynamics AX is used to attach documents, notes or images against specific records. All the documents are stored in DocuValue table with their reference in DocuRef table. In order to enable document management system we have to perform some simple steps.

Open Navigation Pane

Go to Basic -> Setup -> Document Management

Now you can see four options related to document management

Document types

Active document tables

Parameters

Document file extension

Now go open active document tables

Create a new entry (Ctrl + N)

Add your table in the grid and check mark active tab

Open AOT -> Data Dictionary -> Tables -> DocuRef table

open setSmmTable and place an entry of your table over here

void setSmmTable()

{

switch (this.RefTableId)

{

case tablenum(CustTable),

tablenum(VendTable),

tablenum(SalesTable),

tablenum(ProjTable),

tablenum(ContactPerson),

tablenum(smmActivities),

tablenum(SalesQuotationTable),

tablenum(smmMailings),

tablenum(smmBusRelTable),

tablenum(smmTMCallListTable),

tablenum(smmCampaignTable),

tablenum(smmEncyclopediaItems),

tablenum(smmCampaignSelection),

tablenum(yourtablename):

this.SmmTable = true;

break;

default:

this.SmmTable = false;

break;

}


}

Now you can see a document handling icon at the toolbar. You can use this icon to attach documents.

2 comments:

  1. Hey there! Thank you for sharing your thoughts about document management systems in your area. I am glad to stop by your site and know more about document management systems. Keep it up! This is a good read. You have such an interesting and informative page. I will be looking forward to visit your page again and for your other posts as well.
    Versioning is a process by which documents are checked in or out of the document management system, allowing users to retrieve previous versions and to continue work from a selected point. Versioning is useful for documents that change over time and require updating, but it may be necessary to go back to or reference a previous copy.
    When implementing a new technology within your company, we work hard to ensure that integration with your existing systems is a seamless process. We also manage staff training to assure that every member of your company understands how to operate the new system so you can get the most out of your new business tools.

    document management systems

    ReplyDelete
  2. Online24x7 provides an easy solution to gain a complete control over documentation. With DMS (Document Management System), business process and operations gain optimum efficiency and they become customized.

    ReplyDelete