We are getting ready to say goodbye to the Dynamics 365 for Operations Help Wiki. We're moving to https://docs.microsoft.com/dynamics365/operations. We'll start redirecting you to topics on the new site at the end of April. We will be disabling editing and comments at the same time.

    New or updated Task guides (November 2016)

    This topic lists the new or updated Task guides that were released to the Microsoft (November 2016 - all languages) APQC Unified Library for Microsoft Dynamics AX. No new Getting Started Library was released.

    The (November 2016 — all languages) APQC Unified Library contains the Task guides that are intended to be used for Help with Microsoft Dynamics 365 for Operations, Microsoft Dynamics 365 for Operations platform update 3, Microsoft Dynamics AX Platform update 2, the Dynamics AX May 2016 update, and the Microsoft Dynamics AX February 2016 release. For more information about these releases, see What’s new or changed.

    Localized versions of the Task guides are available in this library. For more information about how to connect the Help system to a Task guide library, see Get started with Help.

    Note: An asterisk (*) next to the title of a Business process modeler (BPM) line indicates that the Task guide for that business process was created for Dynamics 365 for Operations November 2016 update and isn’t supported in earlier versions of Microsoft Dynamics AX.

    Accounts payable

    BPM line Country/region
    Key invoice data in AP system using approval journal Global
    Key invoice data in AP system using vendor invoice (Enter and post a vendor invoice with matching) Global
    Key invoice data into AP system using invoice journal Global
    Key invoice data into AP system using invoice pool Global
    Record the receipt of vendor invoice and match against received quantity Global
    Set up accounts payable invoice matching validation Global
    Set up vendor invoices policies Global

    Accounts receivable

    BPM line Country/region
    Assign a recurring free text invoice template to a customer Global
    Calculate interest and create and print and post interest notes (process interest) Global
    Create a collection letter sequence Global
    Create a direct debit mandate for a customer Global
    Create a free text invoice Global
    Create a free text invoice template Global
    Create a write-off journal for a customer Global
    Create an interest code with a range Global
    Create sales order invoices Global
    Generate and post recurring free text invoices Global
    Process collection letters Global
    Review collection information Global
    Set up and generate accounts receivable aging information Global

    Address book

    BPM line Country/region
    Configure address books Global
    Configure the global address book Global

    Budget

    BPM line Country/region
    Modify a budget plan layout Global

    Cash management

    BPM line Country/region
    Create a bank facility agreement for letter of credit Global
    Create a bank facility agreement for letter of guarantee Global
    Customer payments overview Global
    Define vendor payment fees Global
    Define vendor payment terms Global
    Deposit customer payments Global
    Establish customer method of payment Global
    Establish customer payment fees Global
    Establish customer payment terms Global
    Export letter of credit Global
    Import letter of credit Global
    Letter of guarantee transaction Global
    Register and post a postdated check for a customer Global
    Register and post a postdated check for a vendor Global
    Set up bank facilities and posting profiles for letter of credit Global
    Set up bank facilities and posting profiles for letters of guarantee Global
    Set up postdated checks Global
    Settle a postdated check for a vendor Global
    Settle a postdated check from a customer Global
    Vendor payments overview Global

    Chart of accounts

    BPM line Country/region
    Create and assign advanced rule structures Global

    Compliance

    BPM line Country/region
    Define audit policies for source documents Global

    Cost accounting

    BPM line Country/region
    Create cost elements Global
    Create cost objects Global

    Country/region functionality

    BPM line Country/region
    Add BAS report boxes and generate the Australia Business Activity Statement (BAS) Australia and New Zealand
    Set up reason codes for Australia BAS Australia and New Zealand
    *Chinese voucher continuity check China
    *CN-00010 China hierarchy of chart of accounts China
    *CN-00016 User operation log by China working rule China
    *Golden tax integration export setup China
    *Post vouchers from other modules, like sales invoices China
    *Post vouchers from the general journal China
    *Set up basic tax integration profile for China China
    *Set up Chinese vouchers China
    Create and post a customer invoice for a public sector customer Denmark
    Create and post a free text invoice for a public sector customer Denmark
    Create and post a project invoice for a public sector customer Denmark
    DK-00007 FIK 752 giro money transfer slip/Post a free text invoice with a payment slip Denmark
    DK-00007 FIK 752 giro money transfer slip/Post a project invoice with a payment slip Denmark
    Import OIOUBL electronic invoicing configurations Denmark
    Set up customer accounts for OIOUBL electronic invoicing Denmark
    Set up OIOUBL electronic invoicing Denmark
    Set up payment slip format Denmark
    *EEU-00047 Advance payment to employee Eastern Europe
    Create and export vendor payments using ISO20022 payment format Europe
    Create payments for customer who have direct debit mandates Europe
    *EE-00015 Payment reference generation tool Europe
    EUR-00002 Generate an EU Intrastat declaration Europe
    *EUR-00002 Specify a lading address for an intra-community transaction Europe
    EUR-00002 Transfer transactions to the Intrastat Europe
    EUR-00011 Generate the EU sales list report Europe
    EUR-00011 Set up EU sales list reporting Europe
    EUR-00012 Issue an EU entry certificate Europe
    EUR-00012 Receive an EU entry certificate Europe
    *EUR-00015 Party search using VAT ID Europe
    *EUR-00015 Registration of vendor VAT ID Europe
    *EUR-00015 Set up VAT ID Europe
    *HU-00001 Exchange rate calculation Europe
    Import ISO20022 credit transfer configuration Europe
    Import ISO20022 direct debit configuration Europe
    *LT-00003 Transfer document for goods movement inside company/Generate a transfer document for an internal inventory transfer Europe
    *LT-00003 Transfer document for goods movement inside company/Set up the transfer documents for goods movement inside a company Europe
    *NO-00002 Customer payment based on payment ID Europe
    Set up company bank accounts for ISO20022 credit transfers Europe
    Set up company bank accounts for ISO20022 direct debits Europe
    Set up customers and customer bank accounts for ISO20022 direct debits Europe
    Set up method of payment for ISO20022 credit transfer Europe
    Set up method of payment for ISO20022 direct debit Europe
    Set up vendors and vendor bank accounts for ISO20022 credit transfers Europe
    Establish customer methods of payment France
    FR-00002 Customer and vendor account France
    FR-00003 NAF codes and Siret numbers France
    FR-00004 Approve and post draw bill of exchange France
    FR-00004 French bills of exchange and promissory notes France
    FR-00004 Post protest draw bill of exchange journal France
    FR-00004 Post re-draw bill of exchange journal France
    FR-00004 Setup method of payment France
    FR-00004 Update method of payment on customer France
    FR-00018 Daily interest calculation for late payment and lump sum in the invoice and collection letter France
    Customize German audit file configuration Germany
    DE-00002 Depreciation adjustments for additional acquisitions in the second year Germany
    DE-00003 Electronic transmission of VAT declaration (ELSTER) Germany
    ER Configure destinations Germany
    ER Configure format to do counting and summing (Part 1: Create format) Germany
    ER Configure format to do counting and summing (Part 2: Configure computations) Germany
    ER Configure format to do counting and summing (Part 3: Use computations to make the output) Germany
    ER Configure format to do counting and summing (Part 4: Run format) Germany
    ER Create a configuration provider and mark it as active Germany
    ER Design a configuration for generating reports in Microsoft WORD format (November 2016) Germany
    ER Design domain specific data model (November 2016) Germany
    ER Import a configuration from Lifecycle Services Germany
    ER Upload a configuration into Lifecycle Services Germany
    ER Use Document Management files in format outputs (Part 1: Prepare data model) Germany
    ER Use Document Management files in format outputs (Part 2: Extend data model) Germany
    ER Use Document Management files in format outputs (Part 3: Create format) Germany
    ER Use Document Management files in format outputs (Part 4: Run format) Germany
    ER Use Document Management files in format outputs (Part 5: Modify and run format) Germany
    ER Use financial dimensions as a data source (Part 1: Design data model) Germany
    ER Use financial dimensions as a data source (Part 2: Model mapping) Germany
    ER Use financial dimensions as a data source (Part 3: Design the report) Germany
    ER Use financial dimensions as a data source (Part 4: Run the report) Germany
    ER Use horizontally expandable ranges to dynamically add columns in Excel reports (Part 1: Design format) Germany
    ER Use horizontally expandable ranges to dynamically add columns in Excel reports (Part 2: Run format) Germany
    Generate German audit file Germany
    Import German audit file configuration Germany
    *EUR-00018 VAT reconciliation report Iceland
    IS-00006 Vendor invoice declaration/Create a vendor account and attach the invoice declaration Iceland
    IS-00006 Vendor invoice declaration/Set up an invoice declaration for vendors Iceland
    IS-00006 Vendor invoice declaration/Update vendor invoice declarations and generate the report Iceland
    Maintain chart of accounts/Set up mandatory payment references Iceland
    Acquire a fixed asset with asset retirement obligations Japan
    Acquire fixed assets, claim for the government grant Japan
    Adjustment of the asset retirement obligation estimate Japan
    Allocate the carrying amount of shared asset and goodwill to cash generating units Japan
    Change the depreciation method during the asset life for one asset Japan
    Change the depreciation method during the asset life for book Japan
    Configure accelerated depreciation parameters and posting profiles Japan
    CN-00004 Fixed asset depreciation allocation (JP-) Japan
    Configure a depreciation profile and a posting profile for additional depreciation Japan
    Configure a depreciation profile and a posting profile for special depreciation Japan
    Configure consolidated invoice parameters and setup for accounts payable Japan
    Configure main accounts for asset retirement obligation posting and market discount rates Japan
    Create a fixed asset with additional depreciation Japan
    Create a fixed asset with special depreciation profile Japan
    Create accelerated depreciation profile and assign it to book Japan
    Create an accelerated depreciation document and enter usage data Japan
    Create and assign an equipment group Japan
    Create and assign reduction entry document Japan
    Create and confirm a vendor consolidated invoice Japan
    Create and confirm recognition test Japan
    Create CGU groups and cash generating units Japan
    Create lump-sum depreciation assets using equally divided method Japan
    Define asset idle period and validate depreciation process Japan
    Depreciate and accrue the interest expense for asset retirement obligations Japan
    Depreciation of fixed assets with reduction entry posted Japan
    Dispose of a fixed asset with reduction entry Japan
    Enable JBA payment file format Japan
    Enter depreciation rate schedule and associate to depreciation profile Japan
    Generate and post payment fee Japan
    Generate an EFT payment file with the JBA format Japan
    Generate Japan consumption tax report Japan
    Import a customer payment with a JBA file format Japan
    Inquiries of payment fee on journal Japan
    Inquiries of the asset retirement obligation related transactions Japan
    Inquiry on deductible expenses Japan
    JP-00005 Input journal in T account form (Japan) Japan
    JP-00011 Consolidated invoice – AR – Create and confirm a customer consolidated invoice Japan
    JP-00027 Form 26 for depreciable tax declaration Japan
    Maintain fixed-asset master data files for Deductible expenses Japan
    Maintain impairment indicators on individual assets Japan
    Pay a vendor transaction by endorsing a customer bill of exchange Japan
    Periodic settlement of over and under depreciation Japan
    Propose additional depreciation Japan
    Propose and post the accelerated depreciation Japan
    Propose and post the impairment amount by batch Japan
    Propose and post the impairment amount by using fixed asset journal Japan
    Propose and post the impairment amount on a cash generating unit Japan
    Propose special depreciation Japan
    Reopen and edit a customer consolidated invoice Japan
    Reopen and edit a vendor consolidated invoice Japan
    Reverse an endorsed bill of exchange Japan
    Run the recognition test and calculate the impairment amount on individual assets Japan
    Settle an endorsed bill of exchange Japan
    Settle customer consolidated invoices by using a payment journal Japan
    Settle vendor consolidated invoices by using a payment journal Japan
    Settle vendor consolidated invoices by using settle transactions Japan
    Settle vendor consolidated invoices by using settle transactions Japan
    Set up a customer and sales order to be target of consolidated invoice Japan
    Set up asset retirement obligation documents and enter ARO amount on a fixed asset Japan
    Set up consolidated invoices Japan
    Setup impairment accounting common parameters and posting profile Japan
    Setup Japan payment by endorsing a customer bill of exchange Japan
    Set up master data for inclusion of deductible expenses for multiple posting layers Japan
    Setup Japan consumption tax report Japan
    Setup payment fee for Japan Japan
    Setup vendor master and purchase order to be target of consolidated invoice Japan
    Use assemble list of a fixed asset Japan
    Use disassemble list for fixed assets Japan
    MX-00006 Set up sales tax code Mexico
    MX-00007 Customer registration IDs and other information Mexico
    MX-00008: Vendor registration IDs Mexico
    MX-00010 Cancel an electronic invoice Mexico
    MX-00010 E-invoicing CFDI Mexico
    MX-00010 Enter tax registration IDs for Mexican legal entities Mexico
    MX-00010 Inquire and print an electronic invoice Mexico
    MX-00010 Post a free text invoice Mexico
    MX-00010 Set parameters for an electronic invoice Mexico
    MX-00020: Produce Mexican electronic ledger accounting report version 1.1 Mexico
    MX-00020 Set up the chart of accounts for a legal entity in Mexico Mexico
    MX-00020 – Specify the RFC registration ID for Mexican bank accounts Mexico
    NL-00003 Semansys XBRL integration Netherlands
    NL-00010 Electronic tax declarations (EVAT) Netherlands
    MY-00003 Manage customer Debit note and Credit note for GST Singapore, Malaysia, and Thailand
    MY-00004 Manage vendor Debit note and Credit note for GST Singapore, Malaysia, and Thailand
    MY-00005 Print GST tax invoices Singapore, Malaysia, and Thailand
    MY-00006 01 Set up GST relief clauses Singapore, Malaysia, and Thailand
    MY-00006 02 Print GST customer invoices with a relief clause Singapore, Malaysia, and Thailand
    MY-00007 Self-billed invoices Singapore, Malaysia, and Thailand
    MY-00010 GST – Generate GAF files in the required format Singapore, Malaysia, and Thailand
    MY-00011 02 Generate Customer Debit Note for Project sales Singapore, Malaysia, and Thailand
    MY-00011 03 Generate Customer Credit note for Project sales Singapore, Malaysia, and Thailand
    Create a purchase order that includes items subject to reverse charge VAT United Kingdom
    Create a sales order that includes items subject to reverse charge VAT United Kingdom
    GB-00002 Set up reverse charge VAT item groups, rules, and parameters United Kingdom
    GB-00009 Create a credit note on the settlement discount United Kingdom
    GB-00009 Setup parameters for credit note on prompt payment discount United Kingdom
    Set up item sales tax groups for reverse charge VAT United Kingdom
    Set up sales tax groups for reverse charge VAT United Kingdom

    Expense management

    BPM line Country/region
    Configure expense management Global

    Fixed assets

    BPM line Country/region
    Calculate fixed asset depreciation across legal entities Global
    Change asset group Global
    Change depreciation conventions for multiple fixed assets Global
    Create a fixed asset Global
    Create and acquire assets from accounts payable Global
    Create depreciation proposal Global
    Dispose of a fixed asset using a free text invoice Global
    Enter an addition to a fixed asset Global
    Propose fixed asset acquisitions Global
    Reclassify fixed assets Global
    Set up a fixed asset book Global
    Set up and create depreciation profiles Global
    Set up bonus depreciation Global
    Set up depreciation books Global
    Set up fixed asset groups Global
    Set up fixed asset posting profiles Global
    Split a fixed asset Global
    Transfer a fixed asset Global

    General ledger

    BPM line Country/region
    Close the fiscal year Global
    Create a journal entry using a template Global
    Create a main account Global
    Create account structures Global
    Create accrual schemes Global
    Create advanced rules for journals Global
    Create and validate journals Global
    Create ledger accrual transactions Global
    Define financial dimensions Global
    Journalize posted journal entries Global
    Maintain financial dimension templates Global
    Mass financial period close Global
    Process journal entries Global
    Process ledger allocation journal Global
    Set up a ledger account alias Global
    Set up main account categories Global
    Settle transactions between ledger accounts Global
    View journal entries or transactions Global
    View related intercompany voucher from journal Global

    Inbound consignment

    BPM line Country/region
    *Change the ownership of consignment inventory based on production demand Global
    *Create a consignment replenishment order Global
    *Monitor consignment inventory using vendor collaboration Global

    Inventory

    BPM line Country/region
    Check the availability of stock Global
    Set up an item arrival overview profile Global
    Set up quality orders Global

    Master planning

    BPM line Country/region
    Create an intercompany plan Global
    View outbound planned intercompany demand Global

    Performance management

    BPM line Country/region
    *Add to your performance journal and send praise to someone Global
    *Create a goal Global
    *Create a performance review Global

    Procurement

    BPM line Country/region
    Create a purchase order for a one-time supplier Global
    Create a purchase order with a delivery schedule Global
    Create a purchase return order Global
    Create a repeat purchase order Global
    Create a requisition that uses an RFQ Global
    Record the receipt of goods on the purchase order Global

    Products

    BPM line Country/region
    Add an image to a product Global
    Classify a product using category hierarchies Global
    Create a bar code for a product Global
    * Create a product number nomenclature for predefined product variants Global
    * Create a product number nomenclature for configured product variants Global
    * Define default order settings for an item Global
    Create a sales order for a configurable product Global
    Create sales price selection criteria Global
    Enter the GTIN code for a product Global
    Set up attribute-based pricing for configurable products Global

    Production

    BPM line Country/region
    Add a predecessor to a production flow activity Global
    Add an existing activity to a production flow version Global
    Deactivate a production flow version Global
    Define an expiry date for a production flow version Global

    Public sector

    BPM line Country/region
    Add a certification type to a vendor for Public Sector Global
    Control access to purchase agreements from Public Sector Global
    Create a billing classification Global
    Create a billing code Global
    Create a commitment to reserve budget funds for Public Sector Global
    Create a custom field for a billing code Global
    Create a fund type Global
    Create a one-time vendor and invoice Global
    Create a preliminary budget for Public Sector Global
    Create a vendor certification type for Public Sector Global
    Create an advanced ledger entry in the public sector Global
    Create an original budget and then reverse preliminary budget entries Global
    Create and assign a trading partner code in the public sector Global
    Create cover and signature pages for payments reports for the public sector Global
    Import and create multiple one-time vendors and invoices in the public sector Global
    Set up a derived financial hierarchy in the public sector Global
    Set up a fund in the public sector Global
    Set up purchase agreement classifications for Public Sector Global

    Retail and commerce

    BPM line Country/region
    Configure a worker Global
    *Configure machine learning-powered product recommendations Global
    Configure the functionality profile for a sales representative Global
    *Create a POS visual profile (November 2016) Global
    Create and associate registers Global
    Create call center orders Global
    Create trade agreements using a category pricing rule Global
    Create, calculate, and post a statement for a store Global
    Define an affiliation and assign a discount Global
    Define and manage POS permission groups Global
    Define continuity schedule Global
    *Define retail channel communications (CDX) Global
    Loyalty rewards adjustments Global
    Manage assortments Global
    Sales tax assignment and override Global
    Set up rules and parameters for cross docking and buyer’s push Global
    Using continuity program Global

    Sales

    BPM line Country/region
    Confirm sales orders Global
    Create a new trade agreement Global
    Create a purchase order from a sales order Global
    Create and edit sales quotations Global
    Create delivery schedule Global
    Create sales orders Global
    Enter sales agreements Global
    Fulfill sales agreements Global
    Generate and process customer rebates Global
    Look up applicable prices and discounts Global
    Manage sales order holds Global
    Mass create sales quotations Global
    Process rebates for payment Global
    Register sales commissions Global
    Set up sales commission rules Global
    Ship orders as direct deliveries Global
    Ship sales orders without warehousing Global

    Sales tax

    BPM line Country/region
    Calculate and adjust sales tax on a vendor invoice Global
    Create a sales tax payment Global
    Create sales tax transactions on documents Global
    Set up ledger posting groups for sales tax Global
    Set up sales tax authorities Global
    Set up sales tax codes Global
    Set up sales tax groups Global
    Set up sales tax reporting codes Global
    Set up sales tax settlement periods Global
    Set up withholding tax Global
    View posted sales tax transactions Global

    Supply relationship management

    BPM line Country/region
    Approve vendors for specific procurement categories Global
    Create a procurement catalog Global
    Create a requisition that uses an RFQ Global
    Create a scoring method for RFQs Global
    Create a vendor bank account Global
    Create purchasing policies Global
    Create solicitation types and scoring criteria for RFQs Global
    Set up permissions for ordering products on behalf of someone else Global
    Set up policies for procurement category hierarchies Global

    Warehouse and transportation

    BPM line Country/region
    Create a location profile Global
    *Create a mobile device menu item for license plate consolidation Global
    Reconcile freight manually Global
    Register driver check-in and check-out for an appointment Global
    Set up a mobile device menu item for completing work of type purchase order Global
    Set up an appointment for a load Global
    Set up a transportation tender Global
    Set up automatic freight reconciliation Global
    *Set up short picking item reallocation Global
    Rate this article

    Report inappropriate content

    Contribute to a discussion

    Comments are disabled for this Wiki.