This particular post was half written when came out, and was sidelined while I soaked up all of the new product goodness. I then borrowed parts of it for an MVP blog post and never got around to fixing it up. Hence, this post marks the beginning of a multipart series on developing rollup views within the Microsoft Project desktop client. Note that the screenshots are mostly from the version, but that everything should apply pretty much the same to
Case management View collections information By default, Microsoft Dynamics AX users have access to all records that are shown on the collections list pages. If customer pools have been created, they can be used to filter the records.
You can also set up collections agents, which are workers who are set up as users in the User relations form.
Collections agents can filter information by using the customer pools that are assigned to them, or clear the filter field to view all records. The columns on the list page display customer balances and aged amounts by aging period.
This information is stored in an aging snapshot. The aging periods are determined by the aging period definition that is used. The aging period definition is taken from the customer pool, if one was specified for the pool query.
If the pool does not have an aging period definition, the default aging period definition that is specified in the Accounts receivable parameters form is used.
On the Collect tab, click buttons in the Journals or View groups to view transactions, activities, or cases that are associated with the selected customer account.
On the Communicate tab, click buttons in the Documents group to view documents or notes that are attached to the selected customer account.
On the General tab, click buttons in the Contacts, Setup, or Statistics groups to view additional information. For example, to view average days to pay, click Customer statistics and view the Days, payments field.
The columns on the list page display activities that are associated with customers for whom an aging snapshot has been created. Use activities to track the work that you do related to collections. The columns on the list page display information for collections cases.
A collections case has a case category type of Collections.
Double-click a customer account. The Collections form displays transactions and activities for the customer, aged amounts by aging period, and credit limit information.
To view customer account information, on the Action Pane, in the View group, click Customer. To view days to pay and other statistical information, on the Action Pane, in the View group, click Statistics. Back to top Manage and organize collections information for a customer You can manage and organize collections information for a customer in the Collections form.
You can create actions, tasks, appointments, and events to represent the work that you do as a collections agent. To create an action, which is a unit of work that is completed, on the Action Pane, in the New group, click Action.
To create a task, which is a unit of work that is to be done in the future, on the Action Pane, in the New group, click Task. To create an appointment, which is a scheduled meeting, on the Action Pane, in the New group, click Appointment.The inclusion of these old tasks in the portfolio will make the portfolio non-compliant, and such portfolios will therefore attract a mark penalty.
Teachers may continue to use the old tasks as practice. Aug 09, · Creating a Portfolio Timeline Report in Visio (Part 1) August 9, August 1, Andrew Lavinsky Timeline, Visio The other day, one of the end users I support came to me with a sample portfolio report that .
The tasks in the document “Portfolio tasks –” can be used in the examinations but NOT in Copies of all TSM tasks published by the IB are available on the Online Curriculum Centre (OCC), under Internal Assessment, in a document called “Old tasks published prior to ”.
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The portfolio level will handle, among other things, governance around the project life cycle, standards, a document repository, and a project portfolio tool. Program Level A program is a group of related projects where doing them together provides some sort of benefit or efficiency.
/12 Results of Assessment. 1) Reflecting on this year’s assessment(s), how does the evidence of student learning impact your faculty’s confidence in the program being reviewed; how does that analysis change when compared with previous assessment evidence?