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Microsoft Dynamics AX Implementation Guide by JJ Yadav, Yogesh Kasat

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Collecting the configuration data

ERP configuration requires coordination between the implementation and business teams to collect master data for the key modules.

These are some key pointers to keep in mind while collecting data and configuring the base functionality:

  • Create a configuration template to collect data for the setup data of each module
  • Describe the purpose of the configuration and its use
  • Provide a description for the fields and applicable values

The following screenshot shows a sample data-collection template for a vendor group in the account-payable module:

Collecting the configuration data

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