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Microsoft Dynamics AX

Order Processor Role Center Reference for

Microsoft Dynamics AXThe 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 partsRole 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

Report (chart)

Yes

My Links Quick Links Yes

Cues Cues Yes

Quick linksQuick 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)

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Item - Links to the Items list page in the Windows client (Inventory management >

Places > Items)

Sales order- Links to the Sales orderform in the Windows client (Accounts receivable

> Common Forms > Sales Order Details)

Sales quotation - Links to the Quotation form in the Windows client (Accountsreceivable > 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)

CuesCues 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)


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)




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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)


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)


Report

Dynamics Report Server Report Web parts display Microsoft SQL Server Reporting Servicesreports 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 ofReporting

Services report

Selection criteria Displayed from acube?

Drilldownavailable?

Displayed bydefault?

Chart Based on:

Confirmed

Shipping Date

Number of

periods: 4

Period: month

Site: ALL

Item group: ALL

Customer group:

ALL

Yes (Sales Cube) Yes Yes



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enables you and your people to make business decisions with greater confidence. Microsoft

Dynamics works like and with familiar Microsoft software, automating and streamlining financial,

customer relationship and supply chain processes in a way that helps you drive business

success.

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www.microsoft.com/dynamics

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