DEVELOPER SAMPLE

Microsoft Dynamics AX

Facility Management
A developer sample application for Microsoft Dynamics AX 2009

Date: October 26, 2010

Table of Contents
Introduction ................................................................................................ 3 Facility Management Overview ................................................................... 3
Role Center .......................................................................................................................... 3 Area Page ............................................................................................................................ 4 List Pages ............................................................................................................................ 4 Forms.................................................................................................................................. 5 Reports ............................................................................................................................... 5 Workflow ............................................................................................................................. 6 Enterprise Portal Integration .................................................................................................. 6

Prerequisites............................................................................................... 7
Microsoft Dynamics AX 2009 .................................................................................................. 7 Workflow ............................................................................................................................. 7 Enterprise Portal ................................................................................................................... 7 Contoso Demo Data .............................................................................................................. 7

Installing Facility Management ................................................................... 8

Installing the Application Resources ........................................................................................ 8 Loading Setup Data ..............................................................................................................10 Loading Sample Data ...........................................................................................................10

Setting up Facility Management ................................................................ 11

Setting up Facility Management parameters ............................................................................11 Setting up Enterprise Portal ..................................................................................................11 Setting up Workflow .............................................................................................................12

Using Facility Management ....................................................................... 14

Role Center .........................................................................................................................14 Area Page ...........................................................................................................................14 Forms.................................................................................................................................15 Reports ..............................................................................................................................15 List Pages ...........................................................................................................................15 Workflow ............................................................................................................................16 Enterprise Portal ..................................................................................................................17 List pages ........................................................................................................................ 18 Workflow ......................................................................................................................... 19

Data Model ................................................................................................ 20 Resources in the Facility Management Sample .......................................... 21

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Introduction
This document describes the Facility Management sample application for Microsoft Dynamics AX 2009. This is a developer sample that provides examples of how to implement common functionality in Microsoft Dynamics AX. Use it to learn about how you could implement functionality in your integrating applications. The following items are discussed:
Facility Management Overview Prerequisites Installing Facility Management Setting up Facility Management Using Facility Management Data Model Resources in the Facility Management Sample

Facility Management Overview

The Facility Management sample application is an add-on module for Microsoft Dynamics AX. It manages the data for the rooms in a facility. It also manages the work orders that employees create to have work done for rooms in the facility. The sample application demonstrates several common features in Microsoft Dynamics AX 2009.

Role Center
The Facility Management application provides a Facility Manager role center profile and corresponding role center page. Users who are assigned to the Facility Manager role center profile will see this role center page as the default page in Microsoft Dynamics AX and in Enterprise Portal.

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Area Page
The Area Page for the Facility Management module provides a central location where all of the resources in the module can be accessed.

List Pages
The Facility Management module contains two List Pages. One displays room information. The other displays work order information.

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Forms
Several forms are included in the Facility Management application. Some forms, such as Rooms or Work Orders, are standard data entry forms.

Other forms, such as Facility Management parameters, are used to configure the application.

Reports
The Facility Management module has basic reports such as a Room List and Work Order List.

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Workflow
A Work Order Approval workflow is implemented for the Work Orders form in the Microsoft Dynamics AX client and the Work Order Details page in Enterprise Portal. Using this workflow, an employee creates a work order and submits it for approval. A manager reviews the work order. If the manager approves, the work requested can be performed.

Enterprise Portal Integration

The Facility Management sample implements the Facility Web module to provide access to room and work order data through Enterprise Portal. Users can view, edit, and create new rooms and work orders. Room and work order reports are available. Users can also perform workflow actions as a work order moves through the work order approval process.

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Prerequisites
Before you use the Facility Management sample, review the following prerequisites.

Microsoft Dynamics AX 2009

You must have Microsoft Dynamics AX 2009 installed, with developer license keys. This is a required prerequisite.

Workflow
If you want to use the Work Order Approval workflow included with the Facility Management sample application, you must have workflow installed and configured.

Enterprise Portal
If you want to use the Facility Manager role center or Web resources for the Facility Management sample application, you must have Enterprise Portal installed and configured.

Contoso Demo Data

The sample data included with the Facility Management sample is designed to integrate with the Contoso Demo Data. This demo data is available for download from CustomerSource and PartnerSource. Use the following links to access this demo data.
Location
CustomerSource PartnerSource

URL
https://mbs.microsoft.com/customersource/downloads/servicepacks/AX2009DemoData.htm https://mbs.microsoft.com/partnersource/support/selfsupport/productreleases/AX2009DemoData.htm

If you do not want to install the Contoso Demo Data, you can manually add the following Employee records to the company that you will be using with the Facility Management sample. Use the Employee form in Microsoft Dynamics AX to add the records.
Employee
1000 3000 3401 3601 3611 3711 3801 3920 6100 7202 7210 7220

Name
Charlie Carson Vince Prado Ricardo Gomez Ellen Poissant John Yokim Alicia Samuel Ted Lesinsky Rebecca Deutsch Chris Ashton Kevin Kelly Nancy Anderson David Johnson

Title
President Operations Manager Employee Employee Employee Employee Employee Receptionist IT Engineer Sales Manager Super Sales Rep Dedicated Sales Rep 7 FACILITY MANAGEMENT DEVELOPER SAMPLE

Installing Facility Management

Important: If you have already added or modified resources in the Microsoft Dynamics AX system where you are installing the Facility Management sample, the resources from the sample will be added to the changes you already made. It may be difficult to distinguish the changes and additions you made from those made by the sample. To avoid this, consider installing the Facility Management sample on a Microsoft Dynamics AX system that is dedicated to running the sample. Another option is to install the sample into a separate layer in your current Microsoft Dynamics AX installation. To install the Facility Management application, three main steps must be performed: 1. Install the application resources 2. Load the setup data 3. Load the sample data

Installing the Application Resources

To install the application resources for the Facility Management sample, complete the following procedure. 1. Start Microsoft Dynamics AX. Be sure that you are logged in as a user with administrative privileges in Microsoft Dynamics AX. 2. Open the AOT and click the Import button. 3. In the Import window, click Browse. Locate the FacilityManagementSample.xpo file for the sample application and click Open. 4. Mark the Import with ID values check box. If you have already added or imported resources into your Microsoft Dynamics AX installation, you may encounter resource ID collisions. If this occurs, unmark this check box and perform the import again. 5. Mark the Show details check box. This allows you to see the resources that are being imported into Microsoft Dynamics AX.

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When you select Microsoft Dynamics AX resources that are modified by the sample application, such as the Company class, you can click Compare to see what has been added or removed from the core resource. 6. Click OK to start the import operation. 7. During the import operation, messages will be displayed for each of these resources because they already exist in another layer. Click Yes for each of these resources: Class Company Base Enum ModuleAxapta Base Enum NumberSeqModule Class NumberSeqReference Menu MainMenu Web Module Home You will also see the following Infolog message: Illegal value: FCMFacilityManagement for property Module. This is due to an issue when importing a workflow template and the corresponding module definition during a single import operation. Microsoft Dynamics AX cannot find the module definition, because the list of modules has not been updated. This problem is resolved later in this procedure. Click Close in the Infolog window. 8. Close and re-open the Microsoft Dynamics AX client. If you view the items in the Navigation Pane, you should see the Facility management module listed.

You may want to use the Navigation Pane Options form move the Facility management module to a more convenient location in the Navigation Pane. 9. To resolve the workflow module issue that was reported in the Infolog, open the AOT. Select the Workflow > Workflow Categories > FCMFacilityManagement node. Display the properties for the node. Set the Module property to FCMFacilityManagement and save the changes. This is the node that could not be properly set during the import process.

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Loading Setup Data

To load the setup data for the Facility Management sample, complete the following procedure.

1. Be sure that you have selected the company that you want to import the setup data into. Typically, this will be the CEU company from the Contoso Demo Data. 2. In Microsoft Dynamics AX, choose Administration > Periodic > Data export/import > Default data > Import Wizard. Click Next to continue. 3. Click the folder next to the File name field. Select the FacilityManagementSetup.dat file in the FCM Setup Data folder for the Facility Management sample and click Open. Click Next to continue. 4. The table list will be generated. Click Next to continue. 5. In the list of tables to import data from, be sure that the Number sequence item is marked. Click Next to continue. 6. The tables will be examined to determine which ones already contain data. Click Next to continue. 7. A list of the tables that contain data will be displayed. For the Facility Management sample, no existing setup data should be deleted. Be sure that no tables are marked, and then click Next to continue. 8. Click Finish to import the setup data. The Infolog should indicate that two records were imported.

Loading Sample Data

To load the sample data for the Facility Management sample, complete the following procedure.

1. Be sure that you have selected the company that you want to import the sample data into. Typically, this will be the CEU company from the Contoso Demo Data. 2. In Microsoft Dynamics AX, choose Administration > Periodic > Data export/import > Default data > Import Wizard. Click Next to continue. 3. Click the folder next to the File name field. Select the FacilityManagement_SampleData.dat file in the FCM Sample Data folder for the Facility Management sample and click Open. Click Next to continue. 4. The table list will be generated. Click Next to continue. 5. In the list of tables to import data from, be sure that the Rooms and Work Orders items are marked. Click Next to continue. 6. The tables will be examined to determine which ones already contain data. Click Next to continue. 7. Click Finish to import the setup data. The Infolog should indicate that 31 records were imported.

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Setting up Facility Management

Depending on what features of the Facility Management sample you want to use, additional setup steps are required.

Setting up Facility Management parameters

The Facility Management sample implements default values for new rooms and new work orders. It also implements document numbering for rooms and work orders. To set up Facility Management parameters, complete the following steps. 1. Be sure that you have selected the company that you imported Facility Management setup data into. Typically, this will be the CEU company from the Contoso Demo Data. 2. In Microsoft Dynamics AX, choose Facility Management > Setup > Parameters. 3. Click the Rooms tab and set the Room default values. 4. Click the Work Orders tab and set the Work Order default values. 5. Click the Number Sequences tab and specify the number sequence code to use for Work Order Number and Room Number. You can use the WorkOrders and Rooms number sequences that were imported with the Facility Management setup data.

6. Save the changes and close the Facility Management parameters form.

Setting up Enterprise Portal

To set up the Enterprise Portal integration for the Facility Management sample, complete the following steps. 1. Open the AOT. 2. Deploy the Facility Management module. Right-click the Web > Web Modules > Home > Facility node, and choose Deploy. An Infolog message will indicate the module was successfully deployed.

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3. Deploy the Web pages for the Enterprise Portal integration. In the AOT, expand the Web > Web Files > Page Definitions node. In the list of pages, right-click each of the following pages and choose Deploy Page. FacilityAreaPage RoleCenterFacilityManagement RoomAddEdit RoomDetails RoomsList RoomsReport WorkOrderAddEdit WorkOrderDetails WorkOrdersList WorkOrdersReport 4. Deploy the Web controls for the Enterprise Portal integration. In the AOT, right-click the Web > Web Files > Web Controls node and choose Deploy. 5. Reset IIS to ensure the additional resources are found by the Enterprise Portal server. 6. Initialize the FacilityManagement role center profile. The initialization process adds the Facility Management role center profile, and also deploys the cues and Quick Links for the Facility Management application. In Microsoft Dynamics AX, choose Basic > Setup > Role Center > Initialize Role Center profiles. Click Unselect All. Mark the FacilityManagement Profile ID and click OK. Several dialog boxes will be displayed that indicate resources will be overwritten. Click Yes to All in each of these. 7. Assign users to the FacilityManagement role center profile. In Microsoft Dynamics AX, choose Administration > Common Forms > Users. Select a user and click the Profile tab. Choose an option to assign the user to the FacilityManagement profile, and save the changes. When the user accesses Microsoft Dynamics AX or Enterprise Portal, they should see the Facility Management role center page.

Setting up Workflow
To set up the Work Order Approval workflow for the Facility Management sample, you need to create a workflow configuration. Complete the following steps to create a workflow configuration. 1. Be sure that you have selected the company that you want to use workflow with. Typically, this will be the CEU company from the Contoso Demo Data. 2. Create a new workflow instance. In Microsoft Dynamics AX, choose Facility Management > Setup > Workflow configurations. 3. In the Workflow configuration form, click New. 4. In the Create configuration form, select the Work Order Approval Template and click Create configuration.
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5. In the Workflow form, display the General tab. Specify the following settings: Name: Owner: Submission instructions: Work Order Approval Admin After creating a work order, submit it for approval.

Hint: To set the submission instructions, you must click Create instruction. 6. In the Workflow form, display the Details tab. 7. In the Add menu, choose Work Order Approval to add an approval step. 8. Expand the FCMWorkOrderApproval workflow element, and then select the Step 1 node. Specify the following settings: Step Name: Work item subject: Work item instructions: Initial verification Verify the work order Verify the work order. If it is valid, approve it so it can be assigned.

9. Display the Assignment tab, and then click Choose to specify who will perform the workflow step. 10. In the Assignment form, choose Role based. In the Assign to members of this role list choose Administrators, and then click OK. 11. In the Workflow elements list, select the FCMWorkOrderApproval node. Display the Notifications tab for the Approval details. Mark the Enabled check box for the Approve event, and then click Choose. 12. In the Assignment form, choose Role based. In the Assign to members of this role list choose Administrators, and then click OK. 13. In the Workflow elements list, select the All node. 14. In the Add menu, choose Work Order Verified to add a task step. 15. Select the FCMWorkOrderVerified workflow element. Specify the following settings: Task name: Work item subject: Work item instructions: Work Order Verified Verification of the work completed Verify the work that was performed to complete the work order.

16. Save the workflow, and close the window. 17. In the Workflow configuration form, select the workflow and click Set as active. If the workflow configuration is not marked as Default, select the workflow configuration and click Set as default.

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Using Facility Management

After the Facility Management sample has been installed and set up, you can work with the various areas of the application. This portion of the document describes some of the things you may want to try in the sample.

Role Center
If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed the Enterprise Portal setup for the Facility Management sample, you can view the role center for Facility Management. To do this, assign a user to the FacilityManagement role. 1. In Microsoft Dynamics AX, choose Administration > Common Forms > Users. 2. In the User window, select a user and then display the Profile tab. 3. Indicate that you want this user to have the same profile in all companies. 4. Select the FacilityManagement role.

5. Save your changes. When the user you specified views the Home page in Microsoft Dynamics AX, the role center page for Facility Management will be displayed.

Area Page
To display the Area Page for the Facility Management sample, click the Facility Management button in the Navigation Pane.

Use the links on the page to access the forms and reports for the sample.

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Forms
In the Common Forms section of the Facility Management Area Page, use the Room Details and Work Order Details links to display these forms. The Rooms and Work Orders forms follow standard Microsoft Dynamics AX practices. Use these forms to perform tasks such as:
Displaying lists of rooms or work orders Viewing room or work order details Creating new rooms or work orders Modifying existing rooms

Reports
In the Reports section of the Facility Management Area Page, use the Rooms List or Work Orders links to display reports for these items.

List Pages
The Facility Management sample implements list pages for both rooms and work orders. To view these list pages, use the links in the Places section of the Facility Management Area Page. In the default view, the lists display all rooms or work orders. You can use the filtering capabilities of the list to restrict which rows are displayed. For example, applying the following filter causes only the cubicles to be displayed.

You can save the filter by choosing Save As Filter from the Rooms menu. The filter will appear as a choice in the Rooms menu. You can also perform actions for the selected item in the list. For instance, select a room that is in service. The Assign button in the Action Pane will be enabled.

When you click Assign, the Rooms form will be opened with the Assignment tab displayed and the focus placed in the Assigned to field. After you select the employee the room is assigned to, save the room record.
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Workflow
If your Microsoft Dynamics AX system has workflow installed, and you completed the workflow setup for the Facility Management sample, you can send a work order through the Work Order Approval workflow. To do this, complete the following procedure. 1. Verify that you have logged into Microsoft Dynamics AX as a user who is part of the Administrators group. The members of this group can submit work orders to workflow, and approve them at the various stages of the approval process. 2. Display the Workflow processor form. In Microsoft Dynamics AX, choose Facility Management > Common Forms > Workflow processor. 3. Click Start. The Workflow processor form is used to expedite processing of workflow messages so that you can easily see them being processed for the Facility Management sample. Leave this form open. 4. Choose Facility Management > Common Forms > Work Order Details to open the Work Orders form. Display the Overview tab. 5. Select a work order that is in the Not submitted state. The workflow bar should be displayed, along with the Submit button.

6. Click Submit. Supply a comment for the submission, and then click Submit.

As the work order is processed by workflow, you should see a message in the Workflow processor.

7. After Microsoft Dynamics AX has finished submitting the work order into the Work Order Approval workflow, choose Refresh from the Command menu to update the data in the Work Orders form. You will see that the work order is now submitted and has moved to the next state, verification.

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8. Assume that this is a valid work order, and choose Approve from the Actions menu. Add a comment, and then click Approve. Allow a few moments for the work order to move to the next stage of the workflow. When you refresh the view, you will see that the work order has moved to the work verification stage.

9. In this stage, the work will have been performed, and the details added to the work order record. A manager examines the details of the work performed and verifies that the work has been completed. The manager may also indicate that no verification is needed. For this example, assume that the work was verified. Choose Completed from the Actions menu. Add a comment, and then click Completed. Allow a few moments for the work order approval to be processed. When you refresh the view, you will see that the work order has reached the completed state.

The workflow state for the work order has been changed to Completed.

The Verified field has also been set to Yes for the work order.

Enterprise Portal
If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed the Enterprise Portal setup for the Facility Management sample, you can use it to perform tasks for the Facility Management application. Begin by clicking the Facility tab to display the Facility home site page.

Use the links in the Quick Launch area on the left side of the page to view lists of rooms or work orders, and to display reports.
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List pages In the list of rooms or work orders, you can perform actions for the item selected in the list. Simply choose an item from the toolbar above the list.

The actions you can perform are:

Creating a new room or work order Viewing the details of a room or work order Editing the details of a room or work order

For instance, to assign a room to an employee you would perform the following procedure. 1. Display the Rooms list page and select a room in the list. 2. In the toolbar, choose Edit Room from the Actions menu. 3. In the Assigned To field, use the lookup to display the list of employees. Select an employee, and then click OK. The employee ID will be displayed in the field. 4. Set the Date Assigned field to the current date.

5. Click OK to save the changes you made to the room. The Rooms list page will be displayed. The changes you made should be shown in the list.
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Workflow If your Microsoft Dynamics AX installation has workflow installed, and you set up the Work Order Approval workflow for the Facility Management sample, you can access workflow functionality from within Enterprise Portal. To do this, complete the following steps. 1. Display the Work Orders list page. 2. Select a work order in the list. 3. In the toolbar, choose Work Order Details from the Actions menu. 4. The Work Order Details page will display a workflow bar that allows you to perform workflow actions for the selected work order. For example, you can display the workflow history for the work order.

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Data Model
The following diagram shows the table structure for the Facility Management sample. The required fields in each table are shown in bold text.
FCMRooms PK RoomNum RoomName Description InitialServiceDate InService Size RoomType AssignedTo DateAssigned CHAR(10) CHAR(30) CHAR(60) DATETIME INTEGER INTEGER INTEGER CHAR(20) DATETIME PK EmplTable EmplId CHAR(20)

FK1

FCMWorkOrders PK WorkOrderNum RoomNum RequestDate Requester Details PerformedBy CompletedDate CompletionNotes Verified Cost WorkflowState CHAR(10) CHAR(10) DATETIME CHAR(20) CHAR(60) CHAR(20) DATETIME CHAR(60) INTEGER NUMERIC(28,12) INTEGER

FK1 FK2

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Resources in the Facility Management Sample

The following table lists the resources that are used in the Facility Management sample application. Most of the resources are new, while some are modifications made to existing Microsoft Dynamics AX resources.
Category
Data Dictionary Tables FCMRooms FCMWorkOrders Data Dictionary Extended_Data_Types Data Dictionary Base_Enums RoomNum WorkOrderNum FCMRoomType FCMWorkOrderWorkflowState ModuleAxapta NumberSeqModule

Name
FCMParameters

Description
Stores the parameter data for the Facility Management module, such as the default values when creating rooms or work orders. Stores data for rooms. Stores data for work orders. The unique identifier for each room. The unique identifier for each work order. Defines the various types of rooms. Defines the workflow states for work orders. Modification of the existing base enum to add the Facility Management module. Modification of the existing base enum to add the Facility Management module for number sequences. Security key for Facility Management Security key for Facility Management Setup Modification of the selectParameters method to add the find() method call for Facility Management parameters. Code for the Rooms list page in the Microsoft Dynamics AX client. Code to submit a work order to workflow. Used by the Microsoft Dynamics AX client and Enterprise Portal. Code to handle the events for the approval portion of the work orders workflow. Code to handle the events for the task portion of the work orders workflow. Code that defines the query used for the sample workflow. Code to handle the events for the work orders workflow. Modification of the construct() method to return an instance of the number sequence module for the Facility Management application. Modification of the moduleList() method to add the Facility Management module to the list of modules that implement number sequences.

Data Dictionary Security_Keys Classes

FCMFacilityManagement FCMFacilityManagementSetup Company

FCMNotInServiceListPage FCMSubmitWorkOrderToWorkflow

FCMWorkOrderApprovalEventHandler FCMWorkOrderTaskEventHandler FCMWorkOrderWorkflowDocument FCMWorkOrderWorkflowEventHandler NumberSeqReference

NumberSeqReference_FCM

Code that defines the number sequences for the Facility Management module.

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Category
Forms

Name
FCMParameters FCMRooms FCMRoomsListPage FCMWorkOrders FCMWorkOrdersListPage

Description
Displays default value and number sequence information for the Facility Management module. Used to display, create, and edit information about rooms. Defines the content of the Rooms list page. Used to display, create, and edit information about facility work orders. Defines the content of the Work Orders list page. Displays information about all rooms. Displays information about all work orders. Accesses data for the Rooms list page, restricted to the rooms that are not in service. Accesses data for the Rooms list page. Accesses data for the Work Orders list page. Accesses data for the Work Orders workflow. Accesses room data for the RoomAddEdit page in Enterprise Portal. Accesses room data for the RoomDetails page in Enterprise Portal. Accesses room data for the RoomList page in Enterprise Portal. Accesses work order data for the WorkOrdersAddEdit page in Enterprise Portal. Accesses work order data for the WorkOrderDetails page in Enterprise Portal. Accesses work order data for the WorkOrderList page in Enterprise Portal. Defines the menu items for the Facility Management area page. Modification of the existing menu to add the Facility Management module. Opens the list page that displays rooms that are not in service. Opens the Facility Management parameters form. Used on the Facility Management area page. Accesses the Rooms form. Opens the Rooms form and allows the room to be assigned to an employee. Used in the Action Pane for the Rooms list. Opens the Rooms form to edit the room selected. Used in the Action Pane for the Rooms list. Opens the Rooms form. Used on the Facility Management area page.

Reports

FCMRooms FCMWorkOrders

Queries

FCMNotInServiceListPage FCMRoomsListPage FCMWorkOrdersListPage FCMWorkOrderWorkflowDocument

Data_Sets

FCMRoomAddEdit FCMRoomDetails FCMRoomList FCMWorkOrderAddEdit FCMWorkOrderDetails FCMWorkOrderList

Menus

FCMFacilityManagement MainMenu

Menu_Items Display

FCMNotInServiceListPage FCMParameters

FCMRooms FCMRoomAssign

FCMRoomsEdit

FCMRoomsForm

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Category
Menu_Items Display (continued)

Name
FCMRoomsListPage FCMRoomsNew FCMWorkflowConfigurations

Description
Opens the list page that displays all rooms. Opens the Rooms form and creates a new room. Used in the Action Pane for the Rooms list. Opens the Workflow configuration form used to set up the Work Order Approval workflow. Used on the Facility Management area page. Opens the Workflow Processor form, used to start workflow processing when testing workflow. Accesses the Work Orders form. Opens the Work Orders form to edit the work order selected. Used in the Action Pane for the Work Orders list. Opens the Work Orders form. Used on the Facility Management area page. Opens the list page that displays all work orders. Opens the Work Orders form and creates a new work order. Used in the Action Pane for the Work Orders list. Opens the Rooms report. Used on the Facility Management area page. Opens the Work Orders report. Used on the Facility Management area page. Approve action for the approval portion of the Work Order Approval workflow. Deny action for the approval portion of the Work Order Approval workflow. Request Change action for the approval portion of the Work Order Approval workflow. Resubmit action for the approval portion of the Work Order Approval workflow. Submit action for the Work Order Approval workflow. Completed action for the task portion of the Work Order Approval workflow. Not Required action for the task portion of the Work Order Approval workflow.

FCMWorkflowProc

FCMWorkOrders FCMWorkOrdersEdit

FCMWorkOrdersForm FCMWorkOrdersListPage FCMWorkOrdersNew

Menu_Items Output

FCMRoomsReport FCMWorkOrdersReport

Menu Items Action

FCMWorkOrderApprovalApprove FCMWorkOrderApprovalDeny FCMWorkOrderApprovalRequestChange FCMWorkOrderApprovalResubmit FCMWorkOrderApprovalSubmitToWorkfl ow FCMWorkOrderApprovalTaskComplete FCMWorkOrderApprovalTaskSkipped

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Category
Resources

Name
Cue_FCMAvailableCubicles Cue_FCMAvailableOffices Cue_FCMCubicles Cue_FCMMeetingRooms Cue_FCMOffices Profile_FacilityManagement QuickLinks_FacilityManagementLinks

Description
Defines the Available Cubicles cue displayed in the Facility Management role center page. Defines the Available Offices cue displayed in the Facility Management role center page. Defines the Cubicles cue displayed in the Facility site home page. Defines the Meeting Rooms cue displayed in the Facility site home page. Defines the Offices cue displayed in the Facility site home page. Defines the Facility Management customer profile. Defines the links that appear in both the Facility site home page and the Facility Management role center page. Contains the menu items that appear in the Quick Launch area of the Facility site in Enterprise Portal. Contains the menu items that appear when the context menu is displayed in the Rooms page in Enterprise Portal. Contains the menu items that appear in the toolbar for the Rooms window in Enterprise Portal. Contains the menu items that appear when the context menu is displayed in the Work Orders page in Enterprise Portal. Contains the menu items that appear in the toolbar for the Work Orders window in Enterprise Portal. The Facility site home page in Enterprise Portal. The Facility Management role center page. This is the home page displayed in the Dynamics AX client and in Enterprise Portal for users assigned to the Facility Management customer profile. Allows the user to create or edit a room. Displays detailed information about a specific room. Displays a list of rooms and allow the user to perform actions for the selected room. Displays a report that lists all rooms. Allows the user to create or edit a work order. Displays detailed information about a specific work order. Displays a list of work orders and allows the user to perform actions for the selected work order. Displays a report that lists all work orders.

Web_Files Web_Menus

FacilityQuickLaunch

RoomsContextMenu

RoomsToolbar

WorkOrdersContextMenu

WorkOrdersToolbar

Web_Files Page Definitions

FacilityAreaPage RoleCenterFacilityManagement

RoomAddEdit RoomDetails RoomsList RoomsReport WorkOrderAddEdit WorkOrderDetails WorkOrdersList WorkOrdersReport

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Category
Web_Files Web_Controls

Name
RoomAddEdit RoomDetails RoomList WorkOrderAddEdit WorkOrderDetails WorkOrderList

Description
The User Control that appears on the RoomAddEdit page. The User Control that appears on the RoomDetails page. The User Control that appears on the RoomsList page. The User Control that appears on the WorkOrderAddEdit page. The User Control that appears on the WorkOrderDetails page. The User Control that appears on the WorkOrdersList page Specifies the URL for the Facility Management role center page. Specifies the URL for the Facility home site page. Specifies the URL for the Add Room page. Specifies the URL for the Room Details page. Specifies the URL for the Edit Room page. Specifies the URL for the Rooms page. Specifies the URL of the Rooms Report page. Specifies the URL for the Add Work Order page. Specifies the URL for the Work Order Details page. Specifies the URL for the Edit Work Order page. Specifies the URL for the Work Orders page. Specifies the URL of the Work Orders Report page. Approve action for the approval portion of the Work Order Approval workflow. Deny action for the approval portion of the Work Order Approval workflow. Request Change action for the approval portion of the Work Order Approval workflow. Resubmit action for the approval portion of the Work Order Approval workflow. Submit action for the Work Order Approval workflow. Completed action for the task portion of the Work Order Approval workflow. Not Required action for the task portion of the Work Order Approval workflow.

Web_Menu_Items URLs

EPFacilityManagementRoleCenter FacilityAreaPage RoomAdd RoomDetails RoomEdit RoomsList RoomsReport WorkOrderAdd WorkOrderDetails WorkOrderEdit WorkOrdersList WorkOrdersReport

Web_Menu_Items Actions

EPFCMWorkOrderApprovalApprove EPFCMWorkOrderApprovalDeny EPFCMWorkOrderApprovalRequest Change EPFCMWorkOrderApprovalResubmit EPFCMWorkOrderApprovalSubmitTo Workflow EPFCMWorkOrderApprovalTask Complete EPFCMWorkOrderApprovalTaskSkipped

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Catetory
Web_Content Output

Name
RoomsReport WorkOrdersReport

Description
Specifies which report to display for the Rooms Report page. Specifies which report to display for the Work Orders Report page. The RoomAddEdit User Control. The RoomDetails User Control. The RoomList User Control. The WorkOrderAddEdit User Control. The WorkOrderDetails User Control. The WorkOrderList User Control. Modification of the Home web module to add the Facility web module. The workflow category for Facility Management. Defines the approval portion of the Work Order Approval workflow. Defines the task portion of the Work Order Approval workflow. Defines the Work Order Approval workflow.

Web_Content Managed

RoomAddEdit RoomDetails RoomList WorkOrderAddEdit WorkOrderDetails WorkOrderList

Web_Modules Workflow Workflow_Categories Workflow Approvals Workflow Tasks Workflow Workflow_Templates

Home FCMFacilityManagement FCMWorkOrderApproval FCMWorkOrderVerified FCMWorkOrderApprovalTemplate

26 FACILITY MANAGEMENT DEVELOPER SAMPLE

Microsoft Dynamics is a line of integrated, adaptable business management solutions that 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. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics

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27 FACILITY MANAGEMENT DEVELOPER SAMPLE