When rules are defined and are in effect in the system, your application logic can query for these rules and take appropriate action. The
SysPolicies::getPolicyRuleIds method is provided to make this process easier. At a minimum, this method must be passed the policy type and the rule type that you set up earlier, and the organization that you want to check for rules. The method
After the developer has finished setting up the policies, a policy administrator can configure policies as required by their business needs.
Summary
The Application Foundation Features chapter reviewed several features that are used throughout the system.
The global address book is a central repository for addresses and contact information. You can extend the global address book framework to create new party types. You can also use the extensible data security policy framework with the global address book framework to help secure address information across legal entities, or teams, or both.
Developers and administrators can use security policies to block access to subsets of data rows in tables. A policy resembles a where clause in an SQL select statement. A security permission increases the access a user has to data, but a security policy decreases access to data.
You can use financial dimensions to create "attributes" that you can use as account segments for a shared chart of accounts. There are two basic types of financial dimensions.
The organization model represents internal control, data security access, and performance reporting structures designed to divide responsibility for human and operations resources and work processes. The organization model in Microsoft Dynamics AX 2012 introduces two new concepts—legal entity and operating unit. You can extend the organization model framework to create new types of operating units or new purposes for a hierarchy.
Case management provides the tools to handle issues more quickly and improve customer, employee, and vendor relationships. You can extend the case
management framework to work with any data entity.
Microsoft Dynamics AX 2012 introduces a policy framework that is used to define policy rules in modules to help guide the flow of business. The framework provides a common pattern and rich feature set that users can take advantage of to enforce simple rules or to evaluate and act on several different rules in a complex organizational hierarchy. You can extend the policy framework to create new policy types or new policy rule types.
Test Your Knowledge
Test your knowledge with the following questions.
1. Which class is used to implement a single address on a form?
( ) DirUtiltity ( ) DirPartyLookup
( ) LogisticsEntityPostalAddressFormHandler ( ) LogisticsMultiEntityPostalAddressFormHandler
2. Which of the following are valid types of operating units that are available out of the box? (Select all that apply)
( ) Department ( ) Cost Center ( ) Legal Entity ( ) Business Unit
3. Fill in the blanks with the name of the table that best describes the content of the table to test your knowledge of this section.
Stores a reference to each record that a case is related to. _____
Stores the log entries related to each case. _____
The primary table for storing all cases. _____
Stores the parent child relationship between cases when a case is related to another case. _____
4. Put the following steps in order:
Step:
_____: Review the entity to add a policy to.
_____: Add table constraints.
_____: Test the security policy.
5. Which of the following classes are used to add financial dimension controls to a form? (Select all that apply)
( ) FinancialDimensionAccountController ( ) FinancialDimensionDefaultAccountController ( ) LedgerDimensionAccountController
( ) LedgerDimensionDefaultAccountController 6. Categorize the following items:
_____ 1. A person or organization.
_____ 2. A group of parties.
_____ 3. Entities that refer to customers, vendors, competitors, workers, applicants, and so on.
_____ 4. Entities that refer to inventory, bank groups, bank accounts, and so on.
_____ 5. Refers to either a postal address or an electronic address such as email, telephone or fax.
a. Address book b. Non-party
entities c. Location d. Party e. Party roles
7. List the four basic steps for creating a new operating unit type.
8. Describe what "trimming" is.
Quick Interaction: Lessons Learned
Take a moment and write down three key points you have learned from this chapter
1.
2.
3.
Solutions
Test Your Knowledge
1. Which class is used to implement a single address on a form?
( ) DirUtiltity ( ) DirPartyLookup
(•) LogisticsEntityPostalAddressFormHandler ( ) LogisticsMultiEntityPostalAddressFormHandler
2. Which of the following are valid types of operating units that are available out of the box? (Select all that apply)
(√) Department (√) Cost Center ( ) Legal Entity (√) Business Unit
3. Fill in the blanks with the name of the table that best describes the content of the table to test your knowledge of this section.
Stores a reference to each record that a case is related to. CaseAssociation Stores the log entries related to each case. CaseLog
The primary table for storing all cases. CaseDetailsBase
Stores the parent child relationship between cases when a case is related to another case. CaseDependancy
4. Put the following steps in order:
Step:
1 : Review the entity to add a policy to.
4 : Add table constraints.
6 : Test the security policy.
3 : Create a new security policy.
2 : Create a new query.
5 : Set the context type and role.
5. Which of the following classes are used to add financial dimension controls to a form? (Select all that apply)
( ) FinancialDimensionAccountController ( ) FinancialDimensionDefaultAccountController (√) LedgerDimensionAccountController
(√) LedgerDimensionDefaultAccountController 6. Categorize the following items:
d 1. A person or organization.
a 2. A group of parties.
e 3. Entities that refer to customers, vendors, competitors, workers, applicants, and so on.
b 4. Entities that refer to inventory, bank groups, bank accounts, and so on.
c 5. Refers to either a postal address or an electronic address such as email, telephone or fax.
a. Address book
7. List the four basic steps for creating a new operating unit type.
MODEL ANSWER:
Define a new Base Enum value for the OMOperatingUnitType that corresponds to the new type of operating unit.
Define a query OMStoreQuery for the new type of operating unit.
Define a view OMStoreView based on the OMStoreQuery query.
Optionally, define a new menu item that corresponds to this operating unit to create new instances of this type of operating unit.
8. Describe what "trimming" is.
MODEL ANSWER:
The security configuration of each field is assessed for the current user. This security behavior is called field trimming because the restricted fields are trimmed out of the results before the results are sent from the AOS to the client.
CHAPTER 4: USE AND DESIGN OF THE LEDGER MODULE
Objectives
The objectives are:
• Describe currencies, exchange rates, fiscal calendars, and periods.
• Describe the components that comprise the chart of accounts.
• Review the steps for adding financial dimension controls to a form.
• Create a new system-defined dimension.
• Describe how journals and transactions are used to update the general ledger.
• Describe how the Budgeting module is used.
• Review the data model and key classes used for budgeting and budget checking.
• Describe how the Fixed assets module is used.
• Review the data model for fixed assets.
Introduction
The following section describes a series of tasks that show the functionality used in the General ledger, Budgeting, and Fixed assets modules. Participants will be given the opportunity to understand the purpose of these modules from a user’s viewpoint. Additionally, several of the key data and object models related to these modules will be reviewed.