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Microsoft Dynamics AX glossary

Numbers and symbols

Term

Definition

3PL

A party that provides logistics services to customers.

See also

party

service

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A

ABC classification

A system for ranking discrete categories of items according to Pareto's 80/20 principle that states that a small percentage of items account for the largest fraction of significance.

See also

ABC code

ABC code for carrying cost classification

ABC code for contribution margin

ABC code for revenue

item

ABC code

A classifier that names categories in an ABC classification.

See also

ABC classification

ABC code for carrying cost classification

ABC code for contribution margin

ABC code for revenue

ABC code for carrying cost classification

A classifier that names categories in an ABC classification that ranks discrete categories of items according to their carrying cost.

See also

ABC classification

ABC code

ABC code for contribution margin

ABC code for revenue

item

ABC code for contribution margin

A classifier that names categories in an ABC classification that ranks discrete categories of items according to their contribution margin.

See also

ABC classification

ABC code

ABC code for carrying cost classification

ABC code for revenue

ABC code for revenue

A classifier that names categories in an ABC classification that ranks discrete categories of items according to their revenue.

See also

ABC classification

ABC code

ABC code for carrying cost classification

ABC code for contribution margin

abend

The premature ending of a program because of a program error or system failure.

account

A chronological record that describes the changes in value classified as assets, liabilities, expenses, and revenue.

See also

asset

expense

liability

revenue

account balance

The difference between the sum of debit entries and the sum of credit entries entered into an account during a financial period.

See also

account

balance

account entry

A record of the increase or decrease in economic value classified by a ledger account.

See also

ledger account

record

account reconciliation

The practice of reconciling accounts.

See also

account

reconcile

account rule

A rule in an accounting system that controls the valid financial dimension value combinations when the requirements of the financial dimension structure condition are met.

See also

financial dimension

financial dimension value

rule

account structure

A configuration of the main account financial dimension and other financial dimensions.

See also

financial dimension

main account

accounting

The practice of recording, classifying, summarizing, and reporting the financial consequences of accounting events.

See also

accounting cycle

conversion cycle

expenditure cycle

human capital management cycle

revenue cycle

accounting category

A classifier used to group journal account entries according to their economic characteristics.

See also

account entry

accounting

journal entry

accounting currency

The customary monetary unit of measure that is used to record the monetary value of economic resources in ledger accounts.

See also

currency

ledger account

record

transaction

unit of measure

accounting currency unit

A currency unit used to quantify the financial consequences of accounting events.

See also

base currency unit

currency

currency unit

foreign currency unit

functional currency unit

quotation currency unit

reporting currency unit

system currency unit

transaction currency unit

accounting cycle

A recurring set of documenting, journalizing, balancing, and statement preparation activities performed by parties that report on and analyze the financial position and performance of accounting entities.

See also

conversion cycle

expenditure cycle

human capital management cycle

revenue cycle

accounting distribution

A distribution of the financial consequence of an economic transaction to ledger accounts.

See also

accounting

ledger account

transaction

accounting distribution line

The subline of a source document line documenting the financial consequence of an economic transaction that documents the distribution of an aliquot portion of the financial consequence to a ledger account.

See also

accounting

ledger account

source document

transaction

accounting entity

A real or conceptual economic unit that uses ledger accounts to record and report on its financial and management performance.

See also

ledger account

record

report

accounting event

The occurrence of an accounting action in an accounting system.

See also

accounting

event

accounting event liquidity classification

The liquidity classification of an accounting event.

See also

business event

liquidity classification

accounting journal

A journal that is used to record the financial consequences of accounting events in an accounting system.

See also

accounting

business event

journal

record

accounting journal entry

A record of original entry in an accounting system that records a date, one or more accounts, and the monetary value to be debited or credited to each account.

See also

account

accounting

journal entry

record

accounting policy

A policy that prescribes the general principles and procedures that an organization follows to prepare statements that report on its performance.

See also

accounting

organization

policy

accounting rule

A rule in an accounting system that controls the principles, methods, and procedures for classifying, recording, and reporting the financial consequences of accounting events.

See also

accounting

business event

rule

accounts payable

A subclassification of a liability account classification that describes the changes in value owed to vendors or creditors.

See also

account

accounts receivable

classification

liability

vendor

accounts receivable

A subclassification of an asset account classification that describes the changes in value owed by customers.

See also

account

accounts payable

asset

classification

accrual accounting

An accounting method that recognizes revenues when they are earned and expenses when they are incurred, regardless of when they are received or paid.

See also

accounting

expense

revenue

accrued revenue

Revenue earned in one accounting period but received in a subsequent accounting period.

See also

revenue

ACH

An electronic funds transfer system available in the United States that facilitates the transfer of funds between receiving party and originating party bank accounts.

See also

electronic funds transfer

acquisition date

The date that an asset is acquired.

See also

asset

action

An act that has an effect in a system.

active ingredient

An ingredient in a formula that has a specified concentration and potency.

activity

A functional work structure in which one or more persons and pieces of equipment participate and in which resources are consumed, produced, and used. An activity can be decomposed into subactivities.

See also

practice

procedure

process

step

task

activity log

A historic record of the state of a source document.

See also

source document

state

activity occurrence

An instance of an activity.

See also

activity

actual cost

The definite cost incurred in the performance of an activity.

See also

activity

cost

actual demand

The demand for products driven by customer orders.

See also

product

actual quantity

The measured quantity that is input into or output from an activity.

See also

activity

quantity

ad hoc report

A type of report that requires users to select the data that they want to display on the report and to design the layout of the report.

See also

report

address book

A list of party records.

See also

global address book

party

record

address verification service

The service that is provided by a credit card processor that validates that the billing address provided by a card holder matches the information on file with the issuing bank.

See also

service

advance ship notice

A business document that documents the notification of the shipment of product.

See also

business document

product

age

A time period of existence or a time period after the occurrence of an event.

See also

event

aggregation

A collection of shared objects.

aging

The process of classifying time periods by age.

See also

age

aging period

The number of days in a time period used to report an overdue customer payment balance.

See also

balance

payment

agreement

An arrangement between two or more parties based on a mutual understanding about their respective rights and obligations. A number of requirements must be satisfied for an agreement to be legally binding.

See also

obligation

party

purchase agreement

right

sales agreement

agreement

A commitment between two or more parties based on a mutual understanding about their respective rights and obligations.

See also

commitment

contract

obligation

right

AIF

The framework that provides a collection of features, tools, and infrastructure that uses a services programming model to support application integration.

alert

A class of notification of significance to a user. An alert message is a notification that is generated by a user-defined rule designed to notify a user of an event, condition, or status.

See also

event

notification

rule

status

allocate

To assign a portion of a resource for a particular use or purpose.

allocation

An assignment of a portion of a resource for a particular use or purpose.

See also

monetary amount

product

alternate key

A candidate key that is not designated as the primary key and is used to uniquely identify records in a database table.

See also

primary key

record

amount

A definite magnitude of currency, a quantity of currency, or an indefinite magnitude of an uncountable substance or quality.

See also

quantity

total

answer file

A text file that stores the information that a user provides through the Setup wizard, along with the command-line arguments for the actions performed by Setup. This file can be used later to run unattended installations with the same settings.

AOT

A navigable view of the element objects in an application model.

API

A set of routines that an application uses to request and carry out lower-level services performed by a computer's operating system. These routines usually carry out maintenance tasks such as managing files and displaying information.

applicant

A person who makes a formal written or electronic request to work for or fill an open position in an organization.

See also

application

application basket

organization

application

A document that records the profile of the applicant.

See also

applicant

application basket

application basket

A list of applications reviewed by human resource personnel.

See also

applicant

application

Application Integration Framework

The framework that provides a collection of features, tools, and infrastructure that uses a services programming model to support application integration.

application layer

A set of application models that take precedence over application models that are in lower application layers. The lowest layer is named SYS.

See also

application model

model

application model

Within a single application layer, a model that includes a specific set of developer elements such as classes, tables, and forms.

See also

application layer

model

Application Object Tree

A navigable view of the element objects in an application model.

application program interface

A set of routines that an application uses to request and carry out lower-level services performed by a computer's operating system. These routines usually carry out maintenance tasks such as managing files and displaying information.

appointment scheduling

The process of reserving dates and times for the pickup and delivery of truckloads of goods at specific warehouse locations.

apportionment engine

An engine that determines and processes the apportionment of freight charges, either by weight or by volume.

approve

To manually or automatically authorize the occurrence of future events in a system.

See also

authorize

event

approved vendor

A vendor that is authorized to supply products to one or more legal entities.

See also

disallowed vendor

legal entity

product

prospective vendor

unsolicited vendor

vendor

approximate taxes

The estimated taxes from production and supply chain that apply to an item or service.

ASN

A business document that documents the notification of the shipment of product.

See also

business document

product

asset

An accounting classifier used to classify the value of economic resources that are owned by a party.

See also

economic resource

equity

liability

party

assign

To designate an object for a particular use or purpose.

See also

assignment

associate

relate

assignment

A designation that forms an association among objects.

See also

aggregation

assign

association

composition

relation

relationship

associate

To connect peer objects.

See also

assign

association

relate

association

A relationship between peer objects.

See also

aggregation

associate

composition

relation

relationship

ATP

The portion of inventory that is not allocated and which can be used to fulfill new orders and requirements.

See also

inventory

authorize

To sanction the future occurrence of an event in a system.

See also

event

Automated Clearing House

An electronic funds transfer system available in the United States that facilitates the transfer of funds between receiving party and originating party bank accounts.

See also

electronic funds transfer

automated task

A workflow task that is completed by an automatic operation.

See also

workflow

auto-report

A type of report that is automatically generated from the data that is displayed on a form.

See also

report

available to promise

The portion of inventory that is not allocated and which can be used to fulfill new orders and requirements.

See also

inventory

AVS

The service that is provided by a credit card processor that validates that the billing address provided by a card holder matches the information on file with the issuing bank.

See also

service

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B

back payment

A payment made by a customer for a past due obligation.

See also

obligation

payment

backflush costing

An accounting method that flows product and production costs to cost of goods sold accounts during an accounting period and that backflushes those costs to raw material and finished goods accounts for products not sold at the close of the accounting period.

See also

cost of goods sold

costing

product

bailor

A person or an organization that transfers personal property or items, but not proprietary rights, to another person or organization for storage purposes.

balance

The amount of economic resource required to bring opposite economic resource flows to a state of equilibrium.

See also

economic resource

state

balance sheet

A statement of the financial position of an organization that reports the state of assets, liabilities, and equity on a specified date.

See also

asset

equity

liability

organization

balance sheet account

An account that describes the changes in value reported on a balance sheet.

See also

account

balance sheet

balanced scorecard

A strategic performance management report that aligns, tracks, and measures key organization activity against objectives.

See also

activity

organization

bank payment order

A source document that documents a request for a bank to perform an electronic funds transfer service.

See also

electronic funds transfer

source document

bank reconciliation

A practice of reconciling a ledger account that represents a bank account by matching ledger account entries to bank statement entries.

See also

bank statement

ledger account

reconcile

bank statement

A statement that itemizes economic activity recorded in one or more accounts over a specified period of time.

base

A mathematical object that is the basis for a derivation, system, or formulation.

See also

mathematical equation

mathematical expression

mathematical formula

mathematical statement

base class

A class that assumes a parent role when it participates in an inheritance relationship with another class.

See also

role

base currency unit

The computed currency unit in an exchange rate calculation.

See also

accounting currency unit

base

currency

currency unit

foreign currency unit

functional currency unit

quotation currency unit

reporting currency unit

system currency unit

transaction currency unit

base table

A table that assumes a parent role when it participates in an inheritance relationship with another table.

See also

role

base unit

A fundamental unit of measure in a system of measurement from which other units are derived.

See also

unit of measure

batch

A quantity of one or more items produced in one operation.

See also

item

quantity

batch attribute

A product attribute of a process batch or a transfer batch.

See also

process batch

product attribute

transfer batch

batch balancing

A process that adjusts the required quantities of ingredients that are used in the production of a formula based on the level of potency of active ingredient of a specific inventory batch.

batch job

A set of computer processes that can be run without user interaction.

batch process

A production process for producing items in batches.

See also

batch

item

beneficiary

A person who is a member of an organization that provides benefits, or a party who is designated as the recipient a benefit.

See also

benefit

organization

party

benefit

Indirect compensation or reward offered by an organization.

See also

indirect compensation

organization

best before date

A recommended date for obtaining the optimum quality or characteristic of a product.

See also

best before period

product

best before period

The time period in which to obtain the optimum quality or characteristic of a product.

See also

best before date

product

best practice rule

A rule that is optionally enforced after compilation in X++. The rules represent safe or consistent code design.

See also

rule

X++

bill of exchange

A source document that documents an unconditional request for a third-party to pay a second party on demand.

See also

party

source document

bill of lading

A business document issued by a carrier to a shipper that serves as the document of title.

See also

business document

bill of materials

A list of products and their quantities that are required to produce one product.

See also

product

quantity

bill of materials item

An itemized product defined by a bill of materials.

See also

bill of materials

product

billing classification

A payment request classifier documented on customer invoices that govern payment terms and conditions and the processing of the invoices.

See also

classification

customer invoice

payment

bin

A handling unit for storing and transferring items.

See also

container

handling unit

item

blocking

The action of placing a document or product on hold.

See also

action

on hold

product

BOF

The model-view-controller framework that synchronously or asynchronously controls the execution of immediate or batched business operation implementations.

book value

The net value of an asset reported on a statement of financial position.

See also

asset

budget

A financial plan that control expenditures for planned activities.

See also

activity

expenditure

budget control

A practice of authorizing expenditure only when budget funds can be reserved to meet future payment commitments.

See also

authorize

commitment

expenditure

payment

practice

budget control dimension

A combination of active financial dimensions values used to allocate budget funds to pay for planned activities.

See also

activity

budget

budget control

financial dimension

financial dimension value

budget control rule

The encoding of a business decision to check committed and actual expenditure against available budget funds allocated for detailed or aggregate activities defined by valid budget control dimension value combinations.

See also

activity

budget

budget control

budget control dimension

expenditure

rule

budget cycle time span

A time period specified as a number of fiscal calendar periods. The budget period can be different from the accounting period.

budget group

A set of financial dimension values in a budget dimension hierarchy that is used to calculate aggregate budget funds allocated to superordinate financial dimension values by summing budget funds allocated to subordinate financial dimension values.

See also

budget

financial dimension

financial dimension value

budget model

A planning structure used to schedule budget fund allocations and expenditures.

See also

balance

ledger account

budget plan

A document that is used to develop estimates for amounts and units in budget plan scenarios.

budget plan scenario

A classification of budget plan lines, such as Prior year or Department request, that describes the budget that you are working with or planning for.

budget planning process

A process that identifies the budget cycle and ledger for the budget planning period and defines how the budget plans will be routed, reviewed, and approved in an organization hierarchy.

budget revision

A change to a budget that affects the current and remaining available budget funds.

See also

budget

budget schedule

A schedule for the planned expenditure of allocated financial resources.

See also

expenditure

resource

schedule

bulk item

A formula item input into a product delivery activity.

See also

activity

formula item

bundle

The combination of a number of products for sale as one unit.

See also

product

business classification

A classifier that classifies organizations in an industry classification system.

See also

organization

business document

A view of a source document that is issued by one party and received by one or more other parties.

See also

party

source document

business event

The abstraction of an economic event and an accounting event.

See also

accounting event

economic event

event

business operation

A logical business action controlled by the business operation framework and implemented by a class that communicates with the framework using data contracts.

See also

action

Business Operation Framework

Business Operation Framework

The model-view-controller framework that synchronously or asynchronously controls the execution of immediate or batched business operation implementations.

business unit

A semi-autonomous operating unit that is created to meet strategic business objectives.

See also

operating unit

buyer's push

The process where products are purchased by a centralized purchasing department and then distributed to stores.

by-product

A item produced as a consequence of producing another item.

See also

classification

item

Back to top

C

campaign

A planned set of activities developed by an organization to meet the objective of increasing market shared over a distinct time period.

See also

activity

organization

Canadian Payments Association Standard 005

A standard for the exchange of financial data on automatic funds transfer (AFT) records that is maintained by the Canadian Payments Association (CPA).

cancel

To terminate an event prior to processing.

See also

event

capable to promise

The portion of product output from available operations resources and available input product required to fulfill a specific customer requirement.

See also

product

capacity

The actual or potential ability of a resource to perform an activity or to produce output in a specified time period.

See also

activity

resource

capacity load

The maximum amount of scheduled work that a work center can perform at a required capacity level.

See also

amount

capacity

capacity planning

A procedure for determining the resource capacity requirements that meet the demand of future output during specific time periods.

See also

capacity

resource

carry forward

To transfer closing account balances from one accounting period to opening account balances in the subsequent accounting period.

See also

account balance

carry-forward budget

The budget that is transferred from one fiscal year to the next and that is reserved for open purchase orders in the new fiscal year.

See also

budget

fiscal year

purchase order

cash

A currency limited to money.

See also

currency

money

cash discount

A discount that depends on prompt payment.

See also

discount

payment

cash float

An amount of cash provided for the purpose of giving change or exchanging cash.

cash on delivery

A payment policy that requires payment in full for product upon delivery.

See also

payment

policy

product

cash receipt

A source document that documents the receipt of cash or cash equivalents.

See also

cash

product receipt

source document

cash register

An electronic or mechanical device with a till that records sales, calculates totals, calculates change, and generates product receipts.

cash-generating unit

The smallest group of classifiable assets that generates cash independently of other assets within an organization. These groups of assets are used to measure impairment losses that will be incurred.

Catalog Maintenance Request file

A data file of products, their descriptions and prices, and action codes that add, update, or delete product data in a vendor catalog.

See also

price

product

vendor catalog

catch weight

The actual or nominal weight of a sales item or inventory item.

See also

inventory item

sales item

category

A classifier, designation, or division of objects that share a common property.

category

A classifier used to group parties, locations, products, and activities.

See also

activity

location

party

product

category hierarchy

A structure that orders categories using a superordinate-subordinate relationship.

See also

category

centralized processing

A shared service that pools resources for leveraging or cost reduction purposes.

See also

cost

resource

CGU

The smallest group of classifiable assets that generates cash independently of other assets within an organization. These groups of assets are used to measure impairment losses that will be incurred.

charge

The incidental cost of product acquisition or product delivery.

See also

cost

charge variance

The difference between an expected charge and an actual charge.

See also

charge

chart of accounts

An account structure whose valid value combinations are constrained by integrity constraints and account rules.

See also

account rule

account structure

chart of accounts

A list of main accounts.

check

A bill of exchange drawn on a bank.

See also

bill of exchange

check digit calculator engine

An engine that calculates apportionment based on check digits.

child table

A table that assumes a child role when it participates in an integrity relationship with another table and whose foreign key attribute values are migrated from the table assuming the parent role in the relationship.

See also

foreign key

role

circulating card

A reusable card that signals process and transfer activities as it circulates between the material’s point of origin and point of consumption.

See also

activity

kanban

kanban card

circulating kanban card

A reusable card that signals process and transfer activities as it circulates between the material’s point of origin and point of consumption.

class

A set of objects that share a common definitional property, that share common operations and behavior, or both.

classification

A systematic organization of classes.

client bank

A program that is used to make electronic payments to banks and to receive information from banks. This information includes acknowledgements of payments that were made, information about incoming payments, and bank account balances.

closed

The state in a period in which an activity cannot occur, the state of an operational process, or the status of a source document.

See also

activity

on hold

open

process

source document

state

status

closed fiscal period

The state of a fiscal period that cannot be reopened and that prevents its use as a time period classifier for account entries.

See also

closed

fiscal period

on-hold fiscal period

open fiscal period

state

closing

An accounting procedure that transfers the balances of the temporary owners’ equity accounts to the permanent owners’ equity account, which leaves the temporary accounts with zero balances.

See also

accounting

balance

cloud

The collection of hardware and software that enables the five essential characteristics (on-demand self-service, broad network access, resource pooling, rapid elasticity, and measured service) of cloud computing. The cloud infrastructure can be viewed as containing both a physical layer and an abstraction layer. The physical layer consists of the hardware resources that are necessary to support the cloud services being provided, and typically includes server, storage and network components. The abstraction layer consists of the software deployed across the physical layer, which manifests the essential cloud characteristics. Conceptually the abstraction layer sits above the physical layer.

cluster

A group of warehouse-related work items of the same type, based on user-defined criteria (such as location and inventory number).

CMR file

A data file of products, their descriptions and prices, and action codes that add, update, or delete product data in a vendor catalog.

See also

price

product

vendor catalog

COD

A payment policy that requires payment in full for product upon delivery.

See also

payment

policy

product

Code 39

A barcode symbology standard maintained by American National Standards Institute (ANSI).

COGS

An accounting category used to sum the financial consequences of manufacturing products and carrying inventory.

See also

accounting category

inventory

product

commitment

A promise or obligation to perform an activity in the future.

See also

action

commitment accounting

A practice of recording the financial consequences of budget fund reservation accounting events in pre-encumbrance and encumbrance journal accounts for financial and management reporting and analysis.

See also

budget

business event

encumbrance

pre-encumbrance

record

committed cost

A commitment made by a legal entity to incur a cost when a future obligation comes due.

See also

commitment

cost

legal entity

obligation

commodity

Interchangeable products with no physical differentiation that are supplied by multiple vendors.

See also

commodity pricing

product

vendor

commodity code hierarchy

A category hierarchy that orders categories that are created from commodity codes.

See also

category

category hierarchy

commodity pricing

A pricing strategy for updating the price of sales items produced from commodities subject to frequent price changes.

See also

commodity

price

sales item

compensating ingredient

A type of ingredient in a formula whose quantities can be adjusted. This adjustment is based on the difference between the quantities of active ingredient that are estimated and the quantities of active ingredient inventory batches that are reserved based on the potency of active ingredient.

compensation

Direct or indirect monetary and nonmonentary rewards in exchange for services rendered, or an award for damages sustained by an injury or by the violation of a contract.

See also

direct compensation

fixed compensation

indirect compensation

variable compensation

completed

The state of having reached the normal or expected end to a program or process.

See also

state

composition

A whole-part relationship in which the life cycle of the part object is dependent on the life cycle of the whole object.

See also

aggregation

association

relation

relationship

confirm

To affirm the past occurrence of an event in a system.

See also

event

confirmation of receipt policy

A policy that prescribes the functional location where the physical acceptance of items takes place.

See also

item

location

policy

confirmed ship date

The date that the selling party confirms that the items will ship to a customer or vendor.

See also

confirm

vendor

conform

To be in accordance with requirements, specifications, or explicit expectations.

See also

conforming

conforming

In accordance with requirements, specifications, or explicit expectations.

See also

conform

consolidated invoice

A vendor invoice that documents a sum of product quantities and monetary amounts from more than one referenced vendor invoice.

See also

monetary amount

product

quantity

vendor invoice

consolidated order

A source document that documents more than one referenced order.

See also

source document

consolidated source document

A source document that documents a sum of product quantities and monetary amounts from more than one referenced source document of the same class.

See also

monetary amount

product

quantity

source document

split source document

consolidation account

The main account in the parent legal entity that is used for ledger consolidation.

consolidation opportunity

A potential cost-savings event obtained by grouping approved requisition line items in order to negotiate a more favorable price with vendors.

See also

event

item

price

vendor

Constraint-based configuration

A configuration technology that uses constraints to develop product masters and to configure distinct products.

See also

Dimension-based configuration

product

product master

Rule-based configuration

contact

A person, inside or outside your organization, for whom you have created an entry where you can save several types of information, such as street and e-mail addresses, telephone and fax numbers, and Web page URLs.

See also

organization

container

A handling unit for shipping and receiving items.

See also

bin

handling unit

item

contract

A legally binding agreement between two or more parties.

See also

agreement

commitment

contractor

A role assumed by a person who participates in a contractor-employer relationship with a legal entity.

See also

legal entity

role

conversion cycle

A recurring set of production and logistics activities performed by parties that manufacture or distribute items.

See also

accounting cycle

expenditure cycle

human capital management cycle

revenue cycle

co-product

An item produced jointly with another item.

See also

item

cost

The value of an economic resource that is quantified in monetary units and that is measured using an accounting valuation principle.

See also

economic resource

cost accumulation method

The method used to classify and allocate transformation costs.

See also

cost

cost center

An operating unit whose managers are accountable for budgeted and actual expenditures.

See also

expenditure

operating unit

cost of goods sold

An accounting category used to sum the financial consequences of manufacturing products and carrying inventory.

See also

accounting category

inventory

product

cost variance

The difference between an expected cost and an actual cost.

See also

cost

costed

To calculate, assign, and allocate the cost of economic resources acquired, produced, or delivered by an organization.

See also

cost

economic resource

organization

costing

The process of calculating, assigning, and allocating the cost of economic resources acquired, produced, or delivered by an organization.

See also

cost

economic resource

organization

credit card authorization

The process of verifying the credit card holder's identification and credit worthiness before a sales order is processed and fulfilled.

See also

sales order

credit card capture

The process of verifying the credit card holder's identification and credit worthiness when a sales order is fulfilled.

See also

sales order

cross-docking

A distribution practice in which items flow from receiving to shipping, with limited or no storage required.

CTP

The portion of product output from available operations resources and available input product required to fulfill a specific customer requirement.

See also

product

cumulative threshold

The maximum limit of a cumulative transaction value, up to which a tax on the transaction value is not calculated.

currency

A medium of exchange in circulation that is not limited to money.

See also

money

currency code

An alphanumeric identifier that represents a currency unit.

See also

currency

currency unit

currency unit

A discrete division of currency value.

See also

accounting currency unit

base currency unit

currency

foreign currency unit

functional currency unit

quotation currency unit

reporting currency unit

system currency unit

transaction currency unit

customer advance

A payment received from a customer in anticipation of the delivery of items or of the performance of a service.

See also

item

payment

service

vendor prepayment

customer invoice

A source document that documents a customer payment request. When a payment is received, it can be matched to the invoice.

See also

invoice

payment

source document

customer loyalty program

A structured program that rewards customers with incentives or other benefits for loyal buying behavior.

cycle counting

An inventory counting method where items that are stored in different warehouse locations are counted to verify the on-hand inventory levels and to facilitate inventory-level corrections.

cycle time

The time taken to complete an activity.

See also

activity

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D

data entity

An information structure that represents the data characteristic of an entity.

data event

The X++ event that is raised when a data value in a table changes.

See also

event

X++

dataset parameter

A type of parameter that is created by the reporting framework when a dataset is created based on the Query property and the Dynamic Filters property of the dataset.

default report

A type of report that does not allow a user to modify the layout but that does allow a user to filter and sort the data in the report.

See also

report

deferred input VAT

The calculated value-added tax (VAT) amount that is not due until the invoice is paid. This amount is posted to an unrealized purchase VAT account and can be claimed only after the receipt of a receipt/tax invoice or a tax invoice.

deferred output VAT

The calculated value-added tax (VAT) amount that is not due until the invoice is paid. This amount is posted to an unrealized sales VAT account and can be claimed only after a receipt or tax invoice is printed.

delegate

A type that references a method. Once a delegate is assigned a method, it behaves exactly like that method. Delegates are roughly similar to function pointers in C++; however, they are type-safe and secure.

delivery note

A business document that documents the delivery of products between two parties.

See also

business document

party

product

delivery schedule

A schedule for the planned delivery of products.

See also

product

schedule

demand during lead time

The average daily demand for a product multiplied by the average lead time.

See also

product

demand forecast

A prediction of future product demand.

See also

product

demand forecasting

A business process that estimates future demand and creates demand forecasts based on historical transaction data.

dependent

A role assumed by one person, place, or thing that participates in a relationship.

See also

role

dependent party

A party who assumes a dependent role when it participates in a relationship with another party.

See also

dependent

party

role

dependent workflow

A workflow instance that is generated by a parent workflow instance.

See also

dependent

workflow instance

depreciation

The expiration of a portion of the original cost of a fixed asset during a specific time period.

See also

cost

fixed asset

dereference

To programmatically access a memory address assigned to a pointer variable or reference variable.

derivation rule

A rule to determine a classifier for classifying the financial consequences of an accounting event.

See also

business event

rule

derived class

A class that assumes a child role when it participates in an inheritance relationship with a parent (or base) class whose methods can be extended or redefined and whose member access can be restricted.

See also

base class

role

derived table

A table that assumes a child role when it participates in an inheritance relationship with another table.

See also

role

destination company account

The legal entity that is the recipient of a liability in an intercompany economic transaction.

See also

intercompany

legal entity

liability

source company account

destination inventory location

An inventory location where materials required by a final kanban production activity or transfer activity are received.

See also

inventory location

kanban

source inventory location

destination-based sales tax

A sales tax levied in some states in the United States on a product based on the destination in which the buyer takes ownership or receives the product.

See also

sales tax

dimension

A classifier that characterizes the magnitude or extent of a quantifiable property of an object or activity.

See also

dimensionless measurement

magnitude

measure

measure dimension

measurement

multidimensional measurement

one-dimensional measurement

performance dimension

quantity

unit of measure

dimension derivation rule

A rule to determine a ledger dimension for classifying the financial consequences of an accounting event.

See also

business event

ledger dimension

rule

Dimension-based configuration

A configuration technology used to create product variants by selecting values for product dimensions.

See also

Constraint-based configuration

product

product dimension

Rule-based configuration

dimensionless measurement

A measurement whose dimension is one and whose unit of measure is either a dimensionless unit of measure or the unit one.

See also

dimension

magnitude

measure

measure dimension

measurement

multidimensional measurement

one-dimensional measurement

performance dimension

quantity

unit of measure

direct compensation

The fixed and variable compensation awarded to an employee in exchange for services rendered.

See also

compensation

employee

fixed compensation

indirect compensation

variable compensation

disallowed vendor

A vendor that is not authorized to supply products to one or more legal entities.

See also

approved vendor

authorize

legal entity

product

prospective vendor

unsolicited vendor

vendor

discount

A fixed amount or percentage deducted from a quoted price or price total.

See also

amount

price

discount period

The time period within which a customer can discount their payment obligation.

See also

obligation

payment

discount variance

The difference between an expected discount and an actual discount.

See also

discount

distinct product

A uniquely identifiable product.

See also

product

dock management

A warehouse process where you can control inventory items for multiple orders, shipments, loads, or waves at the docks when inbound items are received or outbound items are loaded.

document blocking

A method of placing an operations process on hold while ordered items are in a quality assurance process.

See also

blocking

item

on hold

document management system

An application service for storing and handling an organization's documents.

See also

organization

document services

The application integration services that provide create, read, update, delete, and find operations for XML documents mapped using an Application Object Tree (AOT) query element.

See also

Application Object Tree

doing business as

The assumed, fictitious name under which an organization is registered in the United States.

See also

organization

domain entity

A conceptual structure that represents an independent entity that is capable of separate existence.

See also

domain role

entity

domain event

The occurrence of an activity in the organization resource management domain.

See also

activity

domain role

A behavior pattern that is assumed by domain entities when participating in role relationships.

downcast

An expression that modifies an object type into the type of a derived class.

See also

derived class

duty

A responsibility to perform one or more tasks or to provide services for a job.

See also

duty

job

responsibility

service

task

duty

In the security model, a set of application access privileges that are required for a user to carry out their responsibilities.

See also

duty

privilege

security model

dynamic filter

A property on the dataset that determines how report filters are created for a report.

See also

report

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E

EAN

A 13-digit international barcode standard maintained by GS1.

economic event

The occurrence of an economic exchange action in an economic system.

See also

accounting event

action

business event

economic resource

A resource that is consumed, produced, and used to add value to an organization’s product delivery activities.

See also

activity

organization

resource

ecosphere

The general environment, which is usually specified as being the air, water, or ground.

EFT

A networked system for transferring funds from one bank account to another.

electronic filing

The process of submitting documents to an authority using an electronic communications medium.

electronic funds transfer

A networked system for transferring funds from one bank account to another.

employee

A role assumed by a person who participates in an employee-employer relationship with a legal entity.

See also

legal entity

role

employee compensation

Direct or indirect monetary and nonmonetary rewards offered to an employee by an organization.

See also

compensation

direct compensation

employee

fixed compensation

indirect compensation

organization

variable compensation

encumbrance

A commitment made by legal entities to reserve budget funds for expenditure obligations.

See also

budget

commitment

expenditure

legal entity

obligation

pre-encumbrance

engine

A system component that provides complex capability and performs operations on objects.

enterprise portal

A Web site that provides a single point of entry for internal and external users of an organization to access a wide variety of business information.

See also

organization

entity

An object that can be uniquely identified.

See also

data entity

domain entity

EPC

An international non-profit association that supports and promotes the Single Euro Payments Area (SEPA) banking industry initiative.

EPE

A Lean concept that is used to establish a regular repeating production cycle.

equity

The net worth of an organization after deducting liabilities from assets.

See also

asset

liability

organization

escalation path

A series of workflow escalation actions that can be taken to complete a workflow work item when it cannot be complete by the current assignee.

See also

workflow escalation action

estimated cost

The approximate cost incurred in the performance of an activity.

See also

activity

cost

European Article Number

A 13-digit international barcode standard maintained by GS1.

European Payment Council

An international non-profit association that supports and promotes the Single Euro Payments Area (SEPA) banking industry initiative.

See also

Single Euro Payments Area

event

The occurrence of an action in a system.

See also

action

event handler

event handler

A software routine that executes in response to an event.

See also

event

Every Product Every

A Lean concept that is used to establish a regular repeating production cycle.

exceptional threshold

The maximum limit of an individual transaction value that is a part of a cumulative transaction value, up to which a tax on the transaction value is not calculated. The exceptional threshold is applied to an individual transaction value that is a part of a cumulative transaction value that is within the cumulative threshold.

exchange rate

The value of one exchange currency unit relative to another exchange currency unit.

See also

currency unit

exchange rate adjustment

A modification to a converted monetary amount when the exchange rate between the quotation unit and the base unit change.

See also

exchange rate

exchange rate type

A classification that groups exchange rates.

See also

classification

exchange rate

expenditure

A cost or expense that is expended during an accounting period.

See also

cost

expense

expenditure cycle

A recurring set of procurement, receipt, payment, and transfer activities controlled by one or more parties that participate in exchange and nonexchange transactions.

See also

accounting cycle

conversion cycle

human capital management cycle

revenue cycle

expenditure recognition accounting rule

A recognition accounting rule that prescribes the recognition of expenditure in accounts and on financial statements.

See also

account

financial statement

recognition accounting rule

revenue recognition accounting rule

expense

A cost that expires when the benefits that incurred the cost are received during an accounting period.

See also

cost

expense product

A received product that is a current asset, not held for sale or consumed in production, and for which there is no stock control policy requiring quantity tracking or inventory control policy requiring stock value tracking, and for which there is an accounting policy requiring the recording of the cost as an expense.

See also

accounting policy

asset

cost

expense

policy

product

quantity

stock

expiration date

The date on which something ceases to be effective.

extended price

The price of a quantity of product expressed in purchase units calculated from the sales unit price, multiplied by the product quantity in purchase units, divided by the sales unit quantity.

See also

price

product

purchase unit

quantity

sales unit

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F

face value

The stated value that is displayed on the face of a monetary unit, such as a bill, coin, or gift card. For gift cards, the face value is the starting balance, which was paid when the gift card was issued.

feeder flow

A production flow that can supply other downstream production flows.

See also

production flow

FIFO inventory valuation method

A method of inventory valuation in which inventory is assumed for accounting purposes to move in the order it was received, regardless of its actual physical movement.

filler ingredient

A type of ingredient in a formula that is used to increase the total quantity of a product. The filler ingredient has no chemical influence on any of the active ingredients in the formulation.

filter

A tool that you can use to categorize inventory items for quick searching. Filters also restrict the availability of items to customers, vendors, and warehouse processes.

financial dimension

A financial data classifier created from the parties, locations, products, and activities in an organization and used for management reporting.

See also

activity

location

organization

party

product

financial dimension value

A data element in the domain of a financial dimension.

See also

financial dimension

financial dimension value constraint

A hierarchical financial dimension relationship that restricts the set of all possible financial dimension value combinations to a set of valid financial dimension value combinations.

See also

financial dimension

financial dimension value

financial statement

A report that documents the financial information and financial position of an organization.

See also

organization

report

fiscal period

A time period division of a fiscal year.

See also

closed fiscal period

fiscal year

on-hold fiscal period

open fiscal period

fiscal year

An approximate 12-month fiscal period used by an organization that prepares annual financial statements.

See also

financial statement

fiscal period

organization

fixed asset

An accounting classifier used to classify any long-term asset whose cost expiration is recognized over more than one year.

See also

asset

cost

fixed compensation

Compensation, independent of performance, that is awarded to an employee by an organization.

See also

compensation

direct compensation

employee

indirect compensation

organization

variable compensation

fixed cost

A cost that does not vary with changes in product delivery throughput or output.

See also

cost

product

fixed exchange rate

An exchange rate that pegs one currency's value to another currency's value.

See also

currency

exchange rate

fixed location

A permanent location that is assigned to an item in a warehouse. Multiple items can have the same fixed location, and a single item can have multiple fixed locations.

fixed quantity kanban

A type of kanban that is used when the number of kanbans that are assigned to a kanban rule is constant.

See also

kanban

kanban rule

fixed-price project

A type of project in which the customer pays a predetermined amount for the entire project.

See also

fixed-price project estimate

project

fixed-price project estimate

The estimated total cost to complete a fixed-price project.

See also

cost

fixed-price project

flexible authentication

An authentication process where users in a variety of identity management systems can be authenticated.

FOB

A shipping method that establishes the point at which ownership of goods passes to the buyer. The FOB can establish ownership when an item is damaged in transit.

forecast dimension

A dimension that is used to characterize the level of detail for which a forecast is defined.

foreign currency revaluation

A procedure for recording revalued assets and liabilities that account for differences in exchange rates between an original transaction currency unit and accounting currency unit conversion and a period end transaction currency and accounting currency conversion.

See also

asset

exchange rate

liability

procedure

foreign currency translation

A procedure for recording revalued functional currency account balances when restating account balances in a reporting currency.

See also

account balance

procedure

record

reporting currency

foreign currency unit

A currency unit of a country/region that is not the functional currency unit of the primary legal entity.

See also

accounting currency unit

base currency unit

currency

currency unit

functional currency unit

quotation currency unit

reporting currency unit

system currency unit

transaction currency unit

foreign key

A set of fields whose values are migrated from a primary key or an alternate key from a parent table.

See also

alternate key

parent table

primary key

formula

A numeric relationship among production process inputs and production process outputs.

formula item

An output of a batch process controlled by a formula.

See also

batch process

formula

Free On Board

A shipping method that establishes the point at which ownership of goods passes to the buyer. The FOB can establish ownership when an item is damaged in transit.

freight forwarder

A person or company contracted by a customer to consolidate loads into shipments and then transport and deliver those loads to specified destinations.

freight terms

The agreed-upon method for handling shipping costs. Freight terms identify the party responsible for the payment of freight charges.

fully qualified account number

A ledger account number in which all segments of an account structure are entered and validated.

See also

account structure

ledger account

functional currency unit

A currency unit of a country/region in which a primary legal entity locates its business activities and in which it generates most of its revenue and expenses.

See also

accounting currency unit

base currency unit

currency

currency unit

foreign currency unit

quotation currency unit

reporting currency unit

system currency unit

transaction currency unit

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G

general budget reservation

A document that is often used by public sector entities to set aside or earmark budgeted funds so that those funds are not available for other purposes.

general ledger

The register of debit and credit entries classified using accounts listed in a chart of accounts.

See also

account

chart of accounts

register

generic engine

An engine that determines the apportionment of freight charges by weight.

giro

An electronic funds transfer system available in the European Union that permits a payer to transfer funds from their bank account to a payee's bank account.

See also

electronic funds transfer

global address book

A complete list of party records.

See also

address book

party

record

Goods and Services Tax

A value-added tax levied in some countries/regions.

See also

value-added tax

VAT

goods in transit

Items that have been dispatched from the shipping location but have not yet arrived at the delivery location.

goodwill

The difference between the perceived value and the book value of an asset.

See also

asset

book value

grace period

The time period beyond a specified date during which an obligation can be fulfilled without penalty.

See also

obligation

gross amount

An amount excluding deductions, charges, and adjustments.

See also

amount

charge

gross margin

The difference between the sales and the direct costs of the products sold.

See also

cost

product

group

A set of objects that share a common relation.

See also

relation

GST

A value-added tax levied in some countries/regions.

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H

handling unit

A uniquely identifiable logistics unit of material that can be transferred, stored, received, and shipped.

See also

bin

container

hard booking

A project booking that commits a resource to a project or activity, usually for a specified period of time on a project schedule.

See also

activity

project

resource

schedule

soft booking

Harmonised Sales Tax

A value-added tax (VAT) levied in some Canadian provinces that combines the Goods and Services Tax (GST) and the provisional sales tax.

See also

Goods and Services Tax

value-added tax

heijunka

A method of production scheduling that levels the production flow and that places the production schedule in a visible location so that any production issues can be seen at an early stage.

See also

production flow

production schedule

hot-swap

To replace an assembly file with a revised assembly file in a running system. In-progress sessions continue to access the original assembly from active memory.

See also

hot-swapping

hot-swapping

The replacement of an assembly file with a revised assembly file in a running system. In-progress sessions continue to access the original assembly from active memory.

See also

hot-swap

HST

A value-added tax (VAT) levied in some Canadian provinces that combines the Goods and Services Tax (GST) and the provisional sales tax.

See also

Goods and Services Tax

value-added tax

human capital management cycle

A recurring set of recruitment, hiring, training, compensation, and performance evaluation activities performed by parties that compensate employees and contractors in exchange for services.

See also

accounting cycle

conversion cycle

expenditure cycle

revenue cycle

hybrid cloud

The cloud infrastructure is a composition of two or more distinct cloud infrastructures (private, community, or public) that remain unique entities, but are bound together by standardized or proprietary technology that enables data and application portability (e.g., cloud bursting for load balancing between clouds).

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I

IaaS

The capability provided to the consumer of provisioning processing, storage, networks, and other fundamental computing resources where the consumer is able to deploy and run arbitrary software, which can include operating systems and applications. The consumer does not manage or control the underlying cloud infrastructure but has control over operating systems, storage, and deployed application, and possibly has limited control of select networking components (e.g., host firewalls).

IDE

A set of integrated tools for developing software. The tools are generally run from one user interface and consist of a compiler, an editor, and a debugger, among others.

identification

Proof or evidence that supports an identity claim.

identifier

A distinguishing label assigned to data entities.

inbound port

A port for servicing inbound requests.

See also

outbound port

port

indirect compensation

The fixed compensation awarded to an employee in order to promote employee retention.

See also

compensation

direct compensation

employee

fixed compensation

variable compensation

indirect cost

A cost that is not directly attributed to the production of an item or the performance of a service.

See also

cost

infrastructure as a service

The capability provided to the consumer of provisioning processing, storage, networks, and other fundamental computing resources where the consumer is able to deploy and run arbitrary software, which can include operating systems and applications. The consumer does not manage or control the underlying cloud infrastructure but has control over operating systems, storage, and deployed application, and possibly has limited control of select networking components (e.g., host firewalls).

input VAT

The tax on an organization’s purchases or input supplies, which is levied on the purchase price.

inspection item

An itemized product that participates in an inspection process.

See also

product

instantiate

To create an instance of an object in object-oriented programming.

integrated development environment

A set of integrated tools for developing software. The tools are generally run from one user interface and consist of a compiler, an editor, and a debugger, among others.

IntelliSense

A feature of an integrated development environment (IDE) that provides logical code elements that the user can select from a drop-down menu while coding.

See also

integrated development environment

intercompany

Occurring between or relating two or more legal entities that are part the same organization that consolidates the accounts of all legal entities.

See also

account

legal entity

organization

intercompany customer invoice

A customer invoice that documents a customer payment request from one legal entity to another legal entity that is part of the same organization that consolidates the accounts of both legal entities.

See also

account

customer invoice

legal entity

organization

payment

intercompany economic transaction

An economic transaction between legal entities that are part of the same organization that consolidates the accounts of the legal entities.

See also

account

intercompany

legal entity

organization

intercompany master scheduling

The process for generating a timetable for two or more legal entities that are part the same organization.

See also

intercompany

legal entity

master scheduling

organization

intercompany purchase order

A purchase order that one legal entity generates from a sales order sent by another legal entity that is part of the same organization that consolidates the accounts of both legal entities.

See also

account

intercompany

legal entity

organization

purchase order

sales order

intercompany sales order

A sales order that one legal entity places with another legal entity that is part of the same organization that consolidates the accounts of both legal entities.

See also

account

intercompany

legal entity

organization

sales order

intercompany vendor

A legal entity that assumes the role of a vendor that is authorized to supply products to one or more legal entities that are part of the same organization that consolidates the accounts of all of the legal entities.

See also

authorize

intercompany

legal entity

organization

product

role

vendor

intercompany vendor invoice

A vendor invoice that documents a vendor payment request from one legal entity to another legal entity that is part of the same organization that consolidates the accounts of both legal entities.

See also

account

intercompany

legal entity

organization

payment

vendor invoice

interest

An amount charged for the use of money or credit.

See also

amount

money

interest note

A source document that documents an interest payment obligation.

See also

obligation

payment

source document

international ACH transaction

An Automated Clearing House (ACH) funds transfer between an originating party and a receiving party that involves at least one depository financial institution that is not located in the territorial jurisdiction of the United States.

See also

Automated Clearing House

party

International Organization for Standardization

An international association of 157 countries/regions, each of which is represented by its leading standard-setting organization-for example, ANSI (American National Standards Institute) for the United States. The ISO works to establish global standards for communications and information exchange. Primary among its accomplishments is the widely accepted ISO/OSI reference model, which defines standards for the interaction of computers connected by communications networks.

See also

ISO 14000

International System of Units

The international metric system of units of measurement.

interop

The technology that one software component uses to interoperate with another software component.

interunit accounting

An accounting process where due-to and due-from account entries are automatically created to ensure that an accounting entry is balanced for one or more specified financial dimensions in a legal entity.

in-transit lead time

The lead time required for an item to leave the shipping party and arrive at the receiving party.

See also

item

party

Intrastat

The system for collecting and generating statistics on the trade of items between countries/regions in the European Union.

See also

item

inventory

Items that an owning organization uses in its product delivery activities. The value of an item is calculated by using an inventory valuation method and is recorded in inventory accounts.

See also

inventory item

item

stock

stock item

inventory item

An itemized product that participates in an inventory process.

See also

product

inventory location

A functional storage facility where the stock value is recorded in accounting journals using inventory account classifications.

See also

accounting journal

classification

record

stock

inventory registration policy

A policy that controls when stock that is stored in a supermarket is registered as inventory.

See also

inventory

policy

stock

supermarket

invoice

A source document that documents a payment request from another party.

See also

consolidated invoice

customer invoice

intercompany customer invoice

intercompany vendor invoice

party

payment

pro forma invoice

source document

vendor invoice

invoice matching

A practice of matching vendor invoice prices and product quantities to purchase orders and product receipts.

See also

price

product

product receipt

purchase order

quantity

vendor invoice

ISO

An international association of 157 countries/regions, each of which is represented by its leading standard-setting organization-for example, ANSI (American National Standards Institute) for the United States. The ISO works to establish global standards for communications and information exchange. Primary among its accomplishments is the widely accepted ISO/OSI reference model, which defines standards for the interaction of computers connected by communications networks.

See also

ISO 14000

ISO 14000

Standards and guidelines that were developed by the International Organization for Standardization (ISO) to help organizations minimize the negative effect their operations have on the environment and to comply with applicable laws and regulations.

See also

International Organization for Standardization

issue slip

A report that is generated by a bailor when items are shipped to a bailee for storage purposes.

item

A tangible or intangible thing.

See also

product

right

service

item allocation key

A product family grouping that is used for forecast and demand scheduling.

item relation

A reference to the item allocation group or the item and its product dimensions in a kanban rule.

See also

item

kanban rule

product dimension

reference

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J

job

An occurrence of an activity performed between specific start and end times and at specific locations.

See also

activity

location

job

A grouping of responsibilities, duties, and job functions that compose an activity.

See also

activity

duty

job function

responsibility

job description

A statement of the essential responsibilities, duties, job functions, and requirements of a job.

See also

duty

job

job function

responsibility

job function

One or more tasks, duties, and responsibilities that are assigned to a job.

See also

duty

job

responsibility

task

job order costing

A costing method that uses production orders to assign incurred production costs to specific jobs.

See also

job

production order

journal

A register of original accounting entries.

See also

register

journal entry

A record of the financial consequence an accounting event.

See also

business event

record

journalize

To record the financial consequences of accounting events in the subledger journal.

See also

business event

journal

record

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K

kanban

A signal that communicates a requirement for a quantity of product.

See also

product

quantity

signal

kanban card

A printed document that represents a kanban on the shopfloor, on a physical kanban board or Heijunka board, in a shipment, or in inventory.

See also

heijunka

inventory

kanban

kanban job

A process or transfer activity in a production flow that is triggered by a kanban.

See also

job

kanban

production flow

kanban job consumption

The withdrawal of product components from inventory in order to complete the kanban production jobs.

See also

inventory

kanban job

kanban product quantity

The number of item requirements that are carried on a kanban based on a kanban rule.

See also

item

kanban

kanban rule

kanban quantity

The numeric parameter in a kanban rule that controls the number of kanbans to create when the rules product requirement condition is met and the rule is evaluated.

See also

kanban

kanban rule

quantity

rule

kanban rule

A rule in a lean manufacturing system that realizes material planning and replenishment policies by controlling how process and transfer activities are coordinated in production flows.

See also

kanban

policy

production flow

rule

knowledge article

A document that documents unique characteristics for a case.

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L

ledger

The part of an accounting system that is used for classifying the monetary value of economic transactions by using a chart of accounts, a fiscal calendar, and one or more currencies.

See also

accounting

chart of accounts

currency

ledger account

A classifier created from the combination of main account value and other financial dimension values listed in a chart of accounts and used to classify the financial consequences of economic activity.

See also

chart of accounts

financial dimension value

main account

ledger dimension

A classifier created from the combination of financial dimension values listed in a chart of accounts and used to classify the financial consequences of economic activity.

See also

chart of accounts

financial dimension value

ledger reconciliation

The practice of reconciling general ledger accounts.

See also

account

general ledger

reconcile

legal entity

An organization with a registered or legislated legal structure that is granted the authority to enter into legal contracts and that is required to prepare statements that report on its performance.

See also

organization

liability

A classifier used to classify the value of economic resources that are owned by creditors.

See also

asset

economic resource

equity

license code

An alphanumeric key that grants a party the right to use software or software components as prescribed in the terms of the license agreement, and that activates and inactivates software modules, software capabilities, and software functions.

See also

party

right

license plate number

A unique number that is assigned to a warehouse entity such as a pallet, bin, cart, or individual item for tracking inventory. You can use this number to ascertain the item location, item quantity, product dimension, and tracking dimension of the entity.

LIFO inventory valuation method

An inventory valuation method in which inventory that is received most recently is considered sold or used first for accounting purposes.

line item workflow

A workflow created for each line item in a workflow document.

See also

workflow

workflow document

line item workflow work item

A workflow work item that is created by a line item workflow instance.

See also

line item workflow

workflow

workflow instance

liquidity

The ability of a party to use current assets to settle current liabilities.

See also

asset

liability

party

liquidity classification

A systematic organization of time intervals that predict the liquidity of a party.

See also

classification

liquidity

party

liquidity ratio

The proportion of a party's current assets that can be used to settle current liabilities.

See also

asset

liability

liquidity

party

load

The maximum amount of activity that can be performed by a resource in a time period.

See also

amount

load planning

The process of scheduling, picking, packing, and consolidating one or more shipments of warehouse inventory items for transportation and delivery.

location

A geographic point or region.

location

A physical address.

location

An electronic address.

location

A functional facility.

lot

A quantity of one item or a number of items of the same kind.

See also

batch

item

process

quantity

lot inheritance

The practice of configuring items so that their product characteristics and shelf life information can be updated based on their ingredients.

loyalty program

A structured program that rewards customers with incentives or other benefits for loyal buying behavior.

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M

magnetic ink character recognition

A character recognition system for reading and processing data that uses special inks and characters.

magnetic stripe reader

A device used to interpret data that is encoded on a magnetic stripe card.

magnitude

The numeric component of a measurement.

See also

dimension

dimensionless measurement

measure

measure dimension

measurement

multidimensional measurement

one-dimensional measurement

performance dimension

quantity

unit of measure

main account

A classifier of economic resource value based on the claims parties make on the economic resources owned by a legal entity and that is used to classify debit and credit entries in an accounting system.

See also

economic resource

legal entity

party

main account category

A classifier of a main account.

See also

main account

main account derivation rule

A rule to determine a main account dimension for classifying the financial consequences of an accounting event.

See also

business event

derivation rule

main account

rule

mandate

The authorization given by a payer to a payee, or by the institution with which the payer's account is held, consenting to the debiting of the payer's account.

See also

agreement

authorize

payment amount

source document

mandate

An authorization or command issued by a government authority.

marshal

To package and send interface method parameters across thread or process boundaries.

master data

Entities that describe the parties, locations, products, and activities that are referenced by entities that document and record economic, resource flow, and accounting events.

See also

activity

business event

location

party

product

record

reference data

transaction data

master scheduling

The process for generating a timetable for matching supply with demand.

See also

schedule

matching policy

A policy that controls the purchase order, product receipt, and vendor invoice matching requirements in the accounts payable process. The policy can mandate no matching requirement or a combination of unit price matching, extended price matching, quantity matching, line matching, or total matching requirements.

See also

accounts payable

extended price

policy

price

process

product receipt

purchase order

quantity

total

vendor invoice

mathematical equation

A mathematical statement that asserts the equality of two mathematical expressions.

See also

base

mathematical expression

mathematical statement

mathematical expression

A mathematical statement whose symbols comprise numbers, variables, and mathematical operations.

See also

base

mathematical statement

mathematical formula

A mathematical statement in a formal language that can be given a semantic meaning.

See also

base

mathematical statement

mathematical statement

A combination of symbols that form a logical sentence that is true or false under a given interpretation.

See also

base

measure

A property of an object that can be quantified numerically.

See also

dimension

dimensionless measurement

magnitude

measure dimension

measurement

multidimensional measurement

one-dimensional measurement

performance dimension

quantity

unit of measure

measure dimension

A dimension used to characterize the magnitude of a measurement.

See also

dimension

dimensionless measurement

magnitude

measure

measurement

multidimensional measurement

one-dimensional measurement

performance dimension

quantity

unit of measure

measurement

The magnitude of the property of an object calibrated against one or more units of measure.

See also

dimension

dimensionless measurement

magnitude

measure

measure dimension

multidimensional measurement

one-dimensional measurement

performance dimension

quantity

unit of measure

MICR

A character recognition system for reading and processing data that uses special inks and characters.

mileage engine

An engine that determines the mileage that freight will travel between its origin and destination points, and calculates the shipping rate for the freight accordingly.

milestone billing

A method of requesting payment when predefined milestones are reached.

See also

payment

progress billing

milk run

A freight delivery route that entails two or more stops, where the carrier delivers loads either from a single supplier to multiple buyers or from multiple suppliers to a single buyer.

mobile device

A piece of handheld equipment such as a portable music or video player, PDA (personal digital assistant), mobile phone, or warehouse device that works on its own but can also be connected to a computer. Many of these devices can sync information with Windows. Warehouse mobile devices use barcode technology to process inventory operations.

model

A representation of a declarative structure and behavior.

See also

application layer

application model

model store

A Microsoft SQL Server database where all objects in the Application Object Tree (AOT) are stored.

monetary amount

A class of measurement that represents a characteristic of the financial consequence of an economic, resource flow, or accounting event.

See also

business event

money

A medium for exchanging ownership of the economic values represented by one or more currency units.

See also

currency unit

MorphX

The Microsoft Dynamics AX integrated development environment (IDE).

See also

integrated development environment

MorphX report

A report that is developed using the MorphX integrated development model.

See also

MorphX

report

MorphX Type Hierarchy Browser

A view that displays the structure of the selected Application Object Tree (AOT) class node and its inheritance hierarchies.

See also

Application Object Tree

multidimensional measurement

A measurement with many characterizations of the magnitude or extent of the property of an object.

See also

dimension

dimensionless measurement

magnitude

measure

measure dimension

measurement

one-dimensional measurement

performance dimension

quantity

unit of measure

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N

NACHA

An organization that operates the Automated Clearing House (ACH) Network.

See also

Automated Clearing House

National Automated Clearing House Association

An organization that operates the Automated Clearing House (ACH) Network.

See also

Automated Clearing House

natural key

A primary key or alternate key whose values identify objects in the real world.

See also

alternate key

primary key

net amount

The amount including all deductions, charges, and adjustments.

See also

amount

charge

net book value

The value of a fixed asset calculated as the difference between the original cost of the fixed asset minus its accumulated depreciations.

See also

cost

depreciation

fixed asset

nominal account

An account that is closed out each fiscal period and whose balance is transferred to retained earnings account.

See also

account

balance

fiscal period

non-negotiable check

A non-negotiable instrument ordering a drawee organization to pay a specified amount of money to the holder.

See also

amount

money

non-negotiable instrument

organization

non-negotiable instrument

A document of title or written order that cannot be bought, sold, exchanged, or transferred.

nonoperating income

Income that includes profits or losses from activities that are not related to an organization’s core operations. Examples of nonoperating income include revenue from dividend income, profits and losses from investments and foreign exchanges, and asset write-down income.

non-recoverable sales tax

A sales tax levied on purchased products that is not deducted from the sales tax levied on the sale of the purchased products when both sales taxes are paid by the same party.

See also

party

product

sales tax

not sufficient funds

The lack of enough funds in an account to cover a payment or withdrawal.

notification

A communication generated by the occurrence of an event that a system or user asynchronously sends for receipt. A notification message is a communication that is intended to be read by a recipient.

See also

alert

event

number

A sequence of alphanumeric characters in a number system.

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O

object permission

A permitted create, read, update, delete, or execute operation on a securable object.

obligation

A legally binding commitment.

See also

commitment

occupational illness

An illness caused by exposure to environmental factors in the work environment.

See also

occupational injury

occupational injury

An injury resulting from an accident in the work environment.

See also

occupational illness

OCR

A method of translating images of printed text into machine-encoded text.

offset account

In double-entry accounting, the account used to balance a transaction so that debits equal credits.

offset account

An account used to reduce the gross amount of another account to create a net balance.

See also

account

gross amount

on account

The extension of credit for purchases.

on hold

The state of an operational process that has been suspended or the status of a document and product that participate in a process that is suspended.

See also

closed

open

process

product

state

status

on-account payment

A fixed installment payment that is agreed to in a payment plan.

See also

payment

one-dimensional measurement

A measurement with a single characterization of the magnitude or extent of the property of an object.

on-hold fiscal period

The state of a fiscal period that can be reopened and that prevents its use as a time period classifier for account entries.

See also

account

closed fiscal period

fiscal period

on hold

open fiscal period

state

open

The state in a period in which activity can occur, the state of an operational process, or the status of a source document.

See also

activity

closed

on hold

process

source document

state

status

open fiscal period

The state of a fiscal period that allows its use as a time period classifier for account entries.

See also

account

closed fiscal period

fiscal period

on-hold fiscal period

open

state

opening balance

The balance of an account at the beginning of a fiscal period.

See also

account

balance

fiscal period

operating unit

An organization that divides the control of economic resources and operational processes among people who have a duty to maximize the use of scarce resources, to improve processes, and to account for their performance.

See also

economic resource

organization

process

operations journal entry

A record of the operational and legal consequences of a resource flow event.

See also

business event

record

operations register

A register that is used to record the operational and legal consequences of resource flow events in an accounting system.

See also

business event

record

register

operations resource

An economic resource provided by products that flow into or flow out of operations activities.

See also

activity

economic resource

product

opportunity

A potential revenue-generating event, or sale to an account, that needs to be tracked through a sales process to completion.

See also

account

event

opposite account

An account used to balance the gross amount in part or in whole of one or more referenced accounts in an accounting equation.

See also

account

gross amount

optical character recognition

A method of translating images of printed text into machine-encoded text.

order discount

A fixed amount or percentage deducted that applies to an order total.

See also

amount

discount

order entry

A method of capturing sales orders and purchase orders using a software application.

See also

purchase order

sales order

organization

A work structure that divides the responsibility for economic resources and processes.

See also

economic resource

process

organization hierarchy

A structure that orders organizations using a superordinate-subordinate relationship.

See also

organization

organization model

Internal control, data access, and performance reporting structures designed to divide responsibility for human and operations resources and work processes.

See also

organization

process

outbound port

A port for servicing outbound requests.

See also

inbound port

port

output product

The physical products that result from an activity.

See also

activity

product

output VAT

The tax on an organization’s sales, which is levied on the sales price.

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P

PaaS

The capability provided to the consumer of deploying onto the cloud infrastructure consumer-created or acquired applications created using programming languages, libraries, services, and tools supported by the provider. The consumer does not manage or control the underlying cloud infrastructure, including network, servers, operating systems, or storage, but has control over the deployed applications and possibly of the configuration settings for the application-hosting environment.

packing slip

A source document that documents the item quantities in a shipment.

See also

item

quantity

source document

parent table

A table that assumes a parent role when it participates in an integrity relationship with another table and whose attribute values migrate to foreign key attributes in the table assuming the child role in the relationship.

See also

foreign key

role

partially qualified account number

A ledger account number in which all segments of an account structure are not entered.

See also

account structure

ledger account

participant

A party that contributes to a process or assumes a role in a relationship.

See also

party

process

role

partition

A division of an application’s processing into logical or functional parts.

party

An entity that assumes a legally binding role when participating in contractual relationships.

See also

contract

entity

party

A person or organization that participates in economic activities.

See also

organization

patch layer

An application layer that is paired above an application layer, and used only for hotfixes and service packs. The name of each patch layer ends with the letter 'P', and one pair is named SYS and SYP.

payment

A past, present, or future settlement of an obligation.

See also

obligation

payment amount

A quantity of currency that is offered or accepted to settle a past, present, or future obligation.

See also

currency

obligation

quantity

p-code

A machine language for a nonexistent processor (a pseudomachine). Such code is executed by a software interpreter.

pegging

The process of tracing the quantity of a required item to its source.

See also

item

quantity

pegging event

A resource flow event that signals the demand for a product.

See also

business event

product

pending closed

The state when the period or operational process can only transition to a closed state, or when a source document can only transition to a closed status.

See also

closed

source document

state

performance dimension

A dimension used to distinguish and categorize key performance activity against objectives.

See also

dimension

dimensionless measurement

magnitude

measure

measure dimension

measurement

multidimensional measurement

one-dimensional measurement

quantity

unit of measure

permission

One or more securable object permissions that secure access to logical units of application data and functionality.

See also

object permission

phantom bill of materials item

A bill of materials item that is produced but not stocked.

See also

bill of materials item

phantom item

An item that is produced but not stocked.

See also

item

stocked

picking list

A list of the items, along with their quantities and locations, that are required to fill a manufacturing order or shipping order.

plan

An anticipated progression of interrelated activities that do not have assigned start and end times or assigned resources.

See also

activity

planned intercompany demand

Predicted demand for a product by a legal entity that assumes the role of a vendor. The planned demand is generated from planned demand for the product from a downstream legal entity.

See also

legal entity

product

role

vendor

planned production order

A source document that documents production requirements generated from a production plan.

See also

source document

planned purchase order

An order proposal generated by a master scheduling calculation to fulfill a requirement for a purchased item.

See also

item

master scheduling

platform as a service

The capability provided to the consumer of deploying onto the cloud infrastructure consumer-created or acquired applications created using programming languages, libraries, services, and tools supported by the provider. The consumer does not manage or control the underlying cloud infrastructure, including network, servers, operating systems, or storage, but has control over the deployed applications and possibly of the configuration settings for the application-hosting environment.

PO

A source document that documents the offer to buy products or the acceptance of an offer to sell products in exchange for payment.

point of sale

The place at which the ownership of products is transferred from the seller to the buyer in exchange for payment.

point of sale terminal

A computer terminal at the point of sale that records and tracks the ownership and transfer of products from the seller to the buyer in exchange for payment.

policy

One or more rules or procedures that operationalize internal controls.

See also

procedure

rule

policy processing sequence

The order in which conflicts between policy rules are resolved. Policy rules defined at a lower level of the sequence always override conflicting policy rules at higher levels of the sequence.

See also

policy rule

policy rule

A rule in a policy that controls the actions that can or must be taken when the requirements of the condition are met.

See also

action

policy

rule

port

An inbound or outbound service endpoint that binds a communications protocol and data contract with a network address.

POS

The place at which the ownership of products is transferred from the seller to the buyer in exchange for payment.

POS terminal

A computer terminal at the point of sale that records and tracks the ownership and transfer of products from the seller to the buyer in exchange for payment.

post

To record the monetary value of an economic event in a specific account, or to summarize and reclassify general and subsidiary journal account entries into general and subsidiary ledger account entries.

See also

account

account entry

economic event

general ledger

journal

ledger account

record

post-event

An asynchronous event whose handler runs only after the action that raised the event is complete.

See also

action

event

posting layer

A current, tax, or operations ledger classification that is assigned to accounting journal entries.

See also

accounting journal entry

classification

potency

A relative measure of the strength characteristic of an item.

See also

item

potency management

A method of classifying and managing active ingredients and items that contain a particular concentration of an active ingredient.

practice

A repeatable process that improves or maintains performance.

See also

activity

procedure

process

step

task

pre-encumbrance

A commitment made by management to reserve budget funds for expenditure requests.

See also

budget

commitment

encumbrance

expenditure

pre-event

A synchronous event whose handler runs completely before the action that raised the event starts.

See also

event

preparer

The person who creates a source document to initiate a request for economic resources.

See also

economic resource

source document

prepayment journal voucher

An amount that is paid for items or services that have not been received.

See also

amount

item

service

vendor prepayment

price

The market value or exchange value of a product.

See also

product

price adjustment

A modification to a quoted price.

See also

price

price discount

A discount applied to a quoted price.

See also

discount

price

price variance

The difference between an expected price and an actual price.

See also

price

primary key

A candidate key that is selected to be the principle identifier for uniquely identifying records in a database table.

See also

record

prior period adjustment

An accounting journal entry entered in a current fiscal period that corrects an error in accounting for an economic event that occurred in a fiscal period that is currently closed.

See also

accounting journal entry

economic event

fiscal period

private cloud

The cloud infrastructure provisioned for exclusive use by a single organization comprising multiple consumers (e.g., business units). It may be owned, managed, and operated by the organization, a third party, or some combination of them, and it may exist on or off premises.

privilege

One or more permissions a user requires to perform a task.

See also

permission

task

pro forma invoice

A business document that is a view of a customer invoice or vendor invoice that documents a payment request but is not an offer or a demand for payment.

See also

business document

customer invoice

invoice

payment

vendor invoice

procedure

A repeatable sequence of steps that are followed in a specific order to meet the requirements of a task.

See also

activity

practice

process

step

task

process

A functional work structure that an organization is responsible for designing, controlling, and improving. A process comprises a coordinated set of activities in which one or more participants consume, produce, and use economic resources to achieve one or more organizational goals.

See also

activity

economic resource

organization

participant

process batch

The quantity of one or more items that is produced or that can be produced.

See also

batch

item

quantity

procurement catalog

A listing of product offerings that are grouped by procurement category. A procurement catalog is used to request products for internal use by an organization.

See also

category

organization

product

procurement category hierarchy

A category hierarchy that orders categories that are created to group products that have similar procurement management and accounting characteristics.

See also

category

category hierarchy

product

product

An item, service, or right that is output from an economic activity.

See also

item

right

service

product attribute

A representation of a product property.

See also

product

product component

A part of a product.

See also

product

product dimension

The size, color, or configuration product attributes that are used for dimension-based configuration.

See also

Dimension-based configuration

product attribute

product family

A unique grouping of items, services, or rights that either participates in the same production or delivery activities or that are offered to the same market segments. In Microsoft Dynamics AX, the grouping is represented by using a forecast allocation key.

See also

activity

item

product

right

service

product item

An item that is a type of product.

See also

item

product

product master

A standard or functional product representation that is the basis for configuring product variants.

See also

product

product variant

product receipt

A source document that documents the receipt of products ordered, the receipt of products returned, or the receipt of products received on consignment.

See also

cash receipt

product

source document

product sequencing

The practice of classifying and managing characteristics of items so that products with similar characteristics can be scheduled to be produced together.

product variant

A configuration of a product master.

See also

product master

production flow

A production process designed using Lean principles.

See also

process

production flow model

A representation of the production capacity provided by a group of work cells in a production flow process.

See also

process

production flow

production order

A source document that documents the requirements for producing items to meet a demand.

See also

item

source document

production planning period template

A user-defined timetable that is used to structure and display existing product requirements.

See also

product

production schedule

A schedule to produce a specific item and item quantity at a specific time and by specific human and operational resources.

See also

item

quantity

schedule

production signal

A documented notification of a resource flow event that triggers a production or transfer activity.

See also

activity

business event

kanban

kanban card

notification

profit

The difference between revenue obtained from sales and expense incurred in product delivery activities.

See also

activity

expense

product

revenue

profit margin

A measure of profitability that is calculated by using the formula: profit margin = net income before tax and interest / revenue. It can be expressed as a percentage or a number.

programming element attribute

A descriptive declaration that can be applied to programming elements such as types, fields, methods, and properties.

programming event

The occurrence of a programming action in a software system.

See also

action

progress billing

A method of requesting payment when work progress objectives or rate targets are reached.

See also

milestone billing

payment

project

A program of work.

project budget revision

A change to a project budget that affects the current and remaining available budget funds.

See also

budget

project

project funding rule

A rule in a project system that controls how project activities are funded by one or more funding sources based on project criteria and other conditions.

See also

activity

project

rule

project quotation

A source document that documents an offer to supply a quantity of products output from project activities for a specified price and by a specified date in response to a request for quotation in a sales process.

See also

activity

price

product

project

quantity

request for quotation

source document

projected available inventory

The inventory quantities that are expected to be available at a future point in time calculated by adding scheduled supply to on-hand inventory and subtracting scheduled demand.

See also

inventory

quantity

promissory note

A source document that documents an agreement between two parties based on an understanding that one party will commit to paying the other party at a specified time or on demand.

See also

agreement

party

source document

promotional allowance

A payment offered to a customer by a vendor in exchange for promoting their products.

See also

payment

product

vendor

prospect

A participant that has the existing and potential ability to provide a service or probable future economic benefit to a legal entity.

See also

legal entity

participant

service

prospective vendor

A vendor whose abilities or capabilities to supply products to one or more legal entities are under review before being granted an approved vendor status.

See also

approved vendor

disallowed vendor

legal entity

product

status

unsolicited vendor

vendor

proxy

A software component that intermediates requests from client software components and responses from service or server software components that respond to those requests.

public cloud

The cloud infrastructure that is provisioned for open use by the general public. It may be owned, managed, and operated by a business, academic, or government organization, or some combination of them. It exists on the premises of the cloud provider.

purchase agreement

A source document that documents an agreement between two or more parties based on an understanding that a buying party will commit to purchasing a specific quantity or value of product over a period of time in exchange for favorable prices and discounts.

See also

agreement

discount

party

price

product

quantity

source document

purchase agreement policy

A policy that authorizes parties to modify purchase agreement terms.

See also

party

policy

purchase agreement

sales agreement policy

purchase item

An itemized product that participates in a procurement process.

See also

product

purchase order

A source document that documents the offer to buy products or the acceptance of an offer to sell products in exchange for payment.

See also

payment

product

source document

purchase order discount

An amount deducted from the total net amount calculation on a purchase order.

See also

amount

discount

net amount

purchase order

total

purchase order overdelivery percentage

The percentage by which product receipt quantities are allowed to exceed the purchase order quantity.

See also

product receipt

purchase order

purchase order underdelivery percentage

quantity

purchase order policy

A policy that authorizes parties to modify purchase order terms and to control order processing.

See also

policy

purchase order

sales order policy

purchase order underdelivery percentage

The percentage by which product receipt quantities are allowed to be less than the purchase order quantity.

See also

product receipt

purchase order

purchase order overdelivery percentage

quantity

purchase price

The price of product acquisition calculated as the extended price minus trade discounts.

See also

extended price

price

product

trade discount

purchase quotation

A source document that documents an offer to purchase a quantity of product for a specified price and by a specified date in response to a request for quotation in a procurement process.

See also

price

product

quantity

request for quotation

source document

purchase request

An economic event that generates requirements for products.

See also

business event

product

purchase requisition

A source document that documents product requests so that they can be submitted for review and be used to authorize purchasing by a purchasing organization.

See also

organization

product

purchase order

source document

purchase unit

A unit of measure for expressing quantities of purchased product.

See also

product

quantity

unit of measure

purchase unit price

The price of a purchase unit.

See also

price

purchase unit

purchase VAT

The tax on an organization’s purchases or input supplies, which is levied on the purchase price.

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Q

quantity

An exact measure of some countable operational or financial characteristic represented by a number.

See also

dimension

dimensionless measurement

magnitude

measure

measure dimension

measurement

multidimensional measurement

one-dimensional measurement

performance dimension

unit of measure

quantity variance

The difference between an ordered product quantity and a delivered product quantity when no more deliveries are expected.

See also

product

quantity

quantity variance

variance

quantity variance

The difference between an ordered product quantity and a received product quantity when no more receipts are expected.

See also

product

quantity

quantity variance

variance

query-based report

A type of report generated from an Application Object Tree (AOT) query.

See also

Application Object Tree

report

queue workflow work item

A workflow work item that is assigned to a work item queue.

See also

work item queue

workflow

quotation

A source document that documents an offer to supply a quantity of product for a specified price and by a specified date.

See also

price

product

quantity

source document

quotation currency unit

The currency unit in an exchange rate calculation.

See also

accounting currency unit

base currency unit

currency

currency unit

foreign currency unit

functional currency unit

reporting currency unit

system currency unit

transaction currency unit

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R

radio frequency identification

A technology that uses radio frequencies to identify products. An RFID-capable product has an RFID tag that can transmit information, such as serial number, to an RF reader, which converts the information into digital data that can be sent to a computer.

rate engine

An engine that creates a rating structure and sets up an interface between rating services and carrier companies.

rate shopping

The process of locating and displaying all shipping rates that are available for a particular load.

real account

An account balance that is carried forward into a subsequent fiscal period.

See also

account

fiscal period

realized gain

The increase in the value of an asset calculated as the difference in the value of the asset when two economic events occur and when the difference is recognized on the occurrence of the second event as an increase in wealth.

See also

asset

economic event

realized loss

The decrease in the value of an asset calculated as the difference in the value of the asset when two economic events occur and when the difference is recognized on the occurrence of the second event as a reduction in wealth.

See also

asset

economic event

rebate

A refund of an amount after the full amount has been paid.

See also

amount

refund

receipt advice

A business document that documents a summary of the products a buyer receives from a vendor.

See also

business document

product

vendor

receipt item

An itemized product that is received in an operations process.

See also

product

recognition accounting rule

An accounting rule that prescribes the recognition of revenue and expenditure in accounts and on financial statements.

See also

account

expenditure

revenue

rule

reconcile

To compare and adjust two or more accounts or statements so that the figures agree.

See also

account

reconciliation

A practice of adjusting two or more accounts or statements so that the figures agree.

See also

account

record

The data that defines and describes the parties, products, locations, and activities that compose the economic transaction.

See also

activity

location

party

product

record

To account for the financial and operational consequences of an economic, resource flow, or accounting event.

See also

business event

record

An account of an economic transaction.

See also

account

recoverable sales tax

A sales tax levied on purchased products that is deducted from the sales tax levied on the sale of the purchased products when both sales taxes are paid by the same party.

See also

party

product

sales tax

recruitment project

A project to coordinate and track a program of recruiting activities and documentation.

See also

project

reduction key

A method that is used to increase or decrease forecast requirements in master planning, based on user defined percentages that are applied during specific periods.

reference

The state of being related or referred.

reference

To relate to another entity.

reference

A source of related information.

reference

A statement of the qualifications of an applicant made by a person who knows the applicant.

See also

applicant

reference data

Named entities that have no describing properties or numeric values.

See also

master data

transaction data

refund

The return of an amount paid.

See also

amount

register

A record that is used to record the operational, legal, and financial consequences of resource flow events in an accounting system.

See also

accounting

business event

record

register

To automatically update the progression or output of work done outside of the application.

regulated product

A product that is regulated by a government authority that requires compliance and audit reporting.

See also

product

reinstate charge

To reintroduce interest or fees that were originally waived for a party.

See also

interest

party

relate

To collect objects in a set.

relation

A set of objects.

See also

aggregation

association

composition

relationship

relationship

A connection between objects.

See also

aggregation

association

composition

relation

replacement cost

The current cost of replacing an existing asset with a similar asset with equivalent operational capability.

See also

asset

cost

replenishment

An inventory management process in which a warehouse location is automatically or manually restocked based on predefined criteria to maintain the correct inventory levels at the location.

report

To update the progression or output of work done outside of the application. The reporting action is taken by a person.

report

A document that is generated by an application.

Report Data Provider-based report

A report where the data source is defined in a Report Data Provider (RDP) class.

See also

report

report definition

The blueprint for a report before the report is processed or rendered. A report definition contains information about the query and layout for the report.

See also

report

reporting currency

The monetary unit of measure used to record the converted monetary value of economic transactions in ledger accounts for financial and management reporting purposes.

See also

ledger account

record

unit of measure

reporting currency unit

A currency unit that is used to record the financial consequences of accounting events and to prepare and report ancillary financial statements.

See also

accounting currency unit

base currency unit

currency

currency unit

foreign currency unit

functional currency unit

quotation currency unit

system currency unit

transaction currency unit

request for quotation

A source document that documents an invitation to bid on supplying a quantity of product for a specified price and by a specified date.

See also

price

product

quantity

source document

requested ship date

The date that the selling party should ship items to meet the customer's or vendor's requested receipt date.

See also

item

vendor

requester

The person who requests the economic resources.

See also

economic resource

resource

A stock of money, product, or people services used in the performance of an activity.

See also

activity

money

product

service

stock

respondent

A party that provides a response.

See also

party

responsibility

An obligation of a party to perform an assigned job and to be held accountable for the outcome of the results.

See also

job

obligation

party

restricted product

A product whose distribution is limited or constrained by a government authority.

See also

product

return on equity

The ratio of profitability calculated by dividing net income by owners' equity.

See also

equity

profit

revenue

An increase in an organization's assets or a decrease in an organization's liabilities during a reporting period.

See also

asset

liability

organization

revenue cycle

A recurring set of sales, fulfillment, payment, and transfer activities controlled by one or more parties that participate in exchange and nonexchange transactions.

See also

accounting cycle

conversion cycle

expenditure cycle

human capital management cycle

revenue recognition accounting rule

A recognition accounting rule that prescribes the recognition of revenue in accounts and on financial statements.

See also

expenditure recognition accounting rule

recognition accounting rule

reverse charge VAT

A value-added tax (VAT) on products that is owed by the customer that receives the product, not by the vendor that delivers the product.

See also

product

value-added tax

RFID

A technology that uses radio frequencies to identify products. An RFID-capable product has an RFID tag that can transmit information, such as serial number, to an RF reader, which converts the information into digital data that can be sent to a computer.

RFQ

A source document that documents an invitation to bid on supplying a quantity of product for a specified price and by a specified date.

See also

price

product

quantity

source document

right

An entitlement granted by contract or law.

See also

item

product

service

role

In the security model, a behavior pattern of a person playing an organization role, a functional role, and an application role.

See also

organization

role

security model

role

A behavior pattern of a participant in a relationship.

See also

participant

rounding amount

An amount expressed as its nearest round number.

See also

amount

routing

The selection of carrier routes for transporting freight from origin points to destination points.

rule

A condition-action pair that prescribes the action taken when the condition is met.

See also

action

Rule-based configuration

A configuration technology that uses rules to develop product masters and to configure distinct products.

See also

Constraint-based configuration

Dimension-based configuration

product

product master

rule

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S

SaaS

The capability provided to the consumer for using the provider’s applications running on a cloud infrastructure. The applications are accessible from various client devices through either a thin client interface, such as a web browser (e.g., web-based email), or a program interface. The consumer does not manage or control the underlying cloud infrastructure, including network, servers, operating systems, storage, or even individual application capabilities, with the possible exception of limited user-specific application configuration settings.

sales agreement

A source document that documents an agreement between two or more parties based on an understanding that a selling party will commit to selling a specific quantity or value of product over a period of time in exchange for favorable prices and discounts.

See also

agreement

discount

party

price

product

quantity

source document

sales agreement policy

A policy that authorizes parties to modify sales agreement terms.

See also

party

policy

purchase agreement policy

sales agreement

sales item

An itemized product that participates in a sales process.

See also

product

sales order

A source document that documents the offer to sell products or the acceptance of an offer to buy products in exchange for payment.

See also

payment

product

source document

sales order discount

An amount deducted from the total net amount calculation on a sales order.

See also

amount

net amount

sales order

total

sales order policy

A policy that authorizes parties to modify sales order terms and to control order processing and payment processes.

See also

policy

purchase order policy

sales order

sales quotation

A source document that documents an offer to supply a quantity of product for a specified price and by a specified date in response to a request for quotation in a sales process.

See also

price

process

product

quantity

request for quotation

source document

sales tax

A tax levied on the sale of products.

See also

product

tax

sales tax hierarchy

A hierarchy that organizes multiple levels of sales tax reporting codes, such as tax types, tax components, excise record types, and service accounting codes.

sales tax hierarchy node

A node in a sales tax hierarchy that represents sales tax information, such as the tax component or the excise record type.

sales tax hierarchy structure

A structure that contains multiple levels of sales tax reporting nodes and that does not contain data. This structure is used as a template to create a sales tax hierarchy.

sales unit

A unit of measure for expressing quantities of sales product.

See also

product

quantity

unit of measure

sales unit price

The price of a sales unit.

See also

price

sales unit

sales VAT

The tax on an organization’s sales, which is levied on the sales price.

sample item

An itemized product that is selected for inspection.

See also

product

scale factor

A ratio to convert from one number precision to another.

schedule

A timetable of planned activities and economic resource allocations.

See also

activity

allocation

economic resource

scope of organization control

The direct or indirect amount of control that an operating unit has over the output of a process.

See also

amount

operating unit

process

security model

A structure that organizes application access control permissions by using privilege, duty, and business process classifiers and that grants permissions that are aggregated into duties to user role assignments.

See also

duty

permission

privilege

role

security role

A defined set of application access privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.

See also

privilege

segregation of duties

A design principle used to reduce the risk of fraud, irregularities, and errors that separates the recording, verification, authorization, custody of assets, and periodic review duties of people who participate in, document, or record the financial consequences of economic transactions.

See also

asset

authorize

duty

record

selling period

The period of time between an item or right receipt date and its expiration date.

See also

item

right

SEPA

A European banking industry initiative that enables secure electronic payment transfers between bank accounts within and across euro areas.

sequencing

The order in which jobs are processed or operations are performed at a manufacturing facility to achieve objectives.

service

A change in the state of a consuming party or a change in the state of an item belonging to a consuming party that is produced by an activity performed by a providing party.

See also

activity

item

party

product

right

state

service group

A logical combination of services that are maintained as one.

See also

service

service item

An itemized service that participates in an operations process.

See also

service

shared asset

An asset that is used by more than one cash-generating unit (CGU). An example is a distribution center that is used to store items before they are transported to different markets that share that same distribution center.

shelf life

The period of time between an item's manufacture date and its expiration date.

See also

expiration date

item

ship date

The date that items are shipped from a shipping location.

See also

item

shipment

A quantity of freight that is created against a source document such as a sales order, purchase order, or transfer order, and that is transported from an origin point to a destination point. You can consolidate inbound or outbound shipments that are going to the same destination point into a single load.

shopping cart

A virtual container that stores products that have been selected for purchase from a procurement catalog or a vendor catalog.

See also

procurement catalog

product

vendor catalog

short-term debt

A current obligation that is payable within one year.

See also

obligation

SI

The international metric system of units of measurement.

See also

unit of measure

signal

A notification of an event that triggers an activity.

See also

event

notification

Single Euro Payments Area

A European banking industry initiative that enables secure electronic payment transfers between bank accounts within and across euro areas.

See also

SEPA

single use kanban

A type of kanban that is used with a fixed quantity kanban rule to meet exceptionally high demand. A single use kanban does not trigger a new kanban when it is discarded.

See also

fixed quantity kanban

kanban

site

A collection of files and metadata that comprises a complete website when published to an HTTP server on the World Wide Web.

SKU

An item and its assigned inventory dimensions.

smart rounding

A marketing practice to use odd numbers that are marginally less than their nearest round number to set prices.

See also

price

soft booking

A project booking that tentatively assigns a resource to a project or activity without committing it to the schedule.

See also

activity

hard booking

project

resource

schedule

software as a service

The capability provided to the consumer for using the provider’s applications running on a cloud infrastructure. The applications are accessible from various client devices through either a thin client interface, such as a web browser (e.g., web-based email), or a program interface. The consumer does not manage or control the underlying cloud infrastructure, including network, servers, operating systems, storage, or even individual application capabilities, with the possible exception of limited user-specific application configuration settings.

source company account

The legal entity that is the origin of a liability in an intercompany economic transaction.

See also

destination company account

intercompany

legal entity

liability

source document

An original record that evidences the occurrence of one or more economic, resource flow, and accounting events. A source document is entered into a system that records, classifies, tracks, and reports on the economic resources exchanged or committed at the time of the event.

See also

business document

business event

consolidated source document

record

split source document

source document amount

A monetary amount measurement that is documented on a source document.

See also

amount

monetary amount

source document

source inventory location

The inventory location where materials required by a kanban production activity or transfer activity are picked.

See also

destination inventory location

inventory location

kanban

source requirement

The product quantity documented on a source document line that creates a pegging requirement.

See also

pegging

product

quantity

source document

special depreciation allowance

A deduction from the depreciable basis of qualifying fixed assets taken in the first year of service.

See also

depreciation

fixed asset

spend

An expenditure in the procurement domain.

See also

expenditure

split source document

A source document that documents partial product quantities and monetary amounts from one referenced document of the same class.

See also

consolidated source document

monetary amount

product

quantity

source document

state

The condition of a system, process, or party.

See also

party

process

statistical account

A classifier of economic resource quantity used to classify debit or credit entries in an accounting system.

See also

economic resource

quantity

statistical baseline forecast

An estimate of future demand that is created by applying a forecasting algorithm to historical transaction data.

status

The condition of an object in a system or process.

See also

process

step

An operation in a task that progresses an activity towards completion.

See also

activity

practice

procedure

process

task

stock

An accumulation of items that are owned and controlled by organizations.

See also

item

organization

stock flow event

The occurrence of an action that registers the input and output of stock in stores, buffers, queues, and accounts.

See also

account

action

stock

stock item

An itemized product item that participates in a stock tracking process.

See also

item

product

product item

stock

stock keeping unit

An item and its assigned inventory dimensions.

stocked

A policy that controls whether products are tracked in stock.

See also

policy

product

stock

storage dimension

The site, warehouse, and inventory location attributes that are used to locate an item in storage.

See also

inventory location

item

location

Storno accounting

The practice of using negative numbers to reverse original journal account entries.

See also

account entry

journal

practice

subcontracting

The practice of outsourcing service activities to vendors.

See also

service

vendor

subledger journal account entry

An account entry in a subledger journal account.

See also

account entry

journal

subledger journal entry

A journal entry in a subledger journal.

See also

journal

journal entry

subtotal

An intermediate partial sum, quantity, or amount.

See also

amount

quantity

supermarket

A just-in-time inventory location that has finite capacity and is used to batch material near a point of consumption.

See also

batch

inventory location

location

supplied inventory location

The inventory location where an item is consumed and where the replenishment of the item is planned.

See also

inventory

inventory location

location

surrogate key

A single attribute candidate key whose values are system-generated and that does not represent properties that identify objects in the real world.

See also

alternate key

swipe

To slide a machine-readable card through a magnetic stripe reader.

system currency unit

A currency unit that is used as the default currency unit if no currency unit is specified when entering monetary amounts.

See also

accounting currency unit

base currency unit

currency

currency unit

foreign currency unit

functional currency unit

quotation currency unit

reporting currency unit

transaction currency unit

system language

The default language that is used by the application text localization system.

system of units

A set of units used for measurement or exchange.

See also

measurement

system services

A group of integrated services that enables you to access information from and interact with your Microsoft Dynamics AX installation.

system-defined financial dimension type

A financial dimension mapped to a table or view in the database that represents an entity type and whose values are in the domain of one attribute of that entity type.

See also

financial dimension

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T

takt time

The time that it takes to produce one unit of a product.

See also

product

task

An atomic activity assigned to one or more persons or pieces of equipment responsible for meeting the requirements of the activity.

See also

activity

practice

procedure

process

step

tax

A charge levied by a governing authority.

See also

charge

tax branch

A branch office that is used to record value-added tax (VAT) and inventory movement. All the branch offices of a VAT-registered legal entity are referred to as tax branches. Each tax branch uses the same tax registration number as the head office of the legal entity.

tax liability

A government authority's legal claim to the assets of a legal entity.

See also

asset

legal entity

tax

tax variance

The difference between an expected tax and an actual tax.

See also

tax

variance

taxable amount

An amount that is subject to tax.

See also

amount

tax

taxable product

A product that is subject to taxation.

See also

product

tax

team

An organization whose members share a common responsibility, interest, or objective.

See also

organization

technosphere

The entities that are outside the organization’s operational boundary. Materials that come from the technosphere are bought or sold, rather than acquired from the environment.

See also

organization

third-party logistics

A party that provides logistics services to customers.

See also

party

service

three-way matching policy

A matching policy that requires one or more vendor invoice prices to match with one or more purchase order prices and that requires one or more vendor invoice quantities to match with one or more product receipt quantities.

See also

matching policy

price

product receipt

purchase order

quantity

vendor invoice

till

The removable tray in a cash register drawer.

total

The whole sum, quantity, amount, or aggregate.

See also

amount

quantity

tracking dimension

The batch number and serial number attributes that are used to track an item.

See also

batch

item

trade discount

A discount that does not depend on prompt payment.

See also

discount

payment

trading relationship

A relationship that is formed when a buying party and a selling party enter into an agreement.

See also

agreement

party

transaction

A social economic exchange action.

transaction

A physical economic exchange action.

transaction

A data manipulation action processed by a database.

See also

action

transaction currency unit

A currency unit that a party accepts for payment.

See also

accounting currency unit

base currency unit

currency

currency unit

foreign currency unit

functional currency unit

quotation currency unit

reporting currency unit

system currency unit

transaction data

Entities that document economic, resource flow, and accounting events and record their financial, legal, and operational consequences.

See also

business event

master data

record

reference data

transaction threshold

The maximum limit of a transaction value, up to which a tax on the transaction value is not calculated.

transfer batch

The quantity of one or more items that is transferred or that can be transferred.

See also

item

quantity

transit engine

An engine that calculates the number of days that it will take for shipped freight to get from its origin point to its destination point.

transportation demand

A sales order, purchase order, or transfer order that is ready for transportation planning.

trial balance

A report that lists the balances of ledger accounts for a specified time period.

See also

balance

ledger account

report

turnover threshold

The maximum limit of a cumulative transaction value, up to which a tax on the transaction value is calculated by using concessional rates instead of standard rates.

two-way matching policy

A matching policy that requires one or more vendor invoice prices to match with one or more purchase order prices.

See also

matching policy

price

purchase order

vendor invoice

type

A form or structure that distinguishes a particular class of objects.

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U

U.S. Customary System

The system of weights and measurements maintained by the National Bureau of Standards in the United States.

UBL

A language for defining XML business documents that is maintained by the Organization for the Advancement of Structured Information Standards (OASIS).

See also

business document

unit class

A classification of units of measurement.

See also

classification

unit of measure

unit contribution margin

The unit sales price minus the unit variable cost.

unit of measure

A division of quantity established in calibrated or normative systems of measurement.

See also

quantity

unit of work

An object that uses referential integrity constraints to sequence database reading and writing operations in one atomic work process.

Universal Business Language

A language for defining XML business documents that is maintained by the Organization for the Advancement of Structured Information Standards (OASIS).

See also

business document

unrealized gain

The anticipated increase in the value of an asset calculated as the difference in the value of the asset when two economic events occur and when the difference is recognized on the occurrence of the second event as an anticipated increase in wealth.

See also

asset

economic event

unrealized loss

The anticipated decrease in the value of an asset calculated as the difference in the value of the asset when two economic events occur and when the difference is recognized on the occurrence of the second event as an anticipated reduction in wealth.

See also

asset

economic event

unrealized sales VAT

The calculated value-added tax (VAT) amount that is not due until the invoice is paid. This amount is posted to an unrealized sales VAT account and can be claimed only after a receipt or tax invoice is printed.

unrealized VAT

The calculated value-added tax (VAT) amount that is not due until the invoice is paid. This amount is posted to an unrealized purchase VAT account and can be claimed only after the receipt of a receipt/tax invoice or a tax invoice.

unsolicited vendor

A vendor that applies to supply products to one or more legal entities without responding to a formal or informal request.

See also

approved vendor

disallowed vendor

legal entity

product

prospective vendor

vendor

upcast

An expression that modifies an object type into the type of a base class.

See also

base class

use tax

An excise tax levied on products in the United States where a sales tax is not levied.

See also

product

sales tax

tax

user-defined financial dimension type

A financial dimension mapped to a user-defined list of values.

See also

financial dimension

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V

valid time state table

A table that tracks the state of an entity over time using a valid-from and a valid-to column.

value stream

An operating unit that controls one or more production flows.

See also

operating unit

production flow

value-added tax

A tax on products at each stage of their production based on the value added during that stage.

See also

product

tax

variable compensation

Compensation, contingent on discretion, performance, or results, that is awarded to an employee by an organization.

See also

compensation

direct compensation

employee

fixed compensation

indirect compensation

organization

variance

The difference between two values, such as the difference between estimated and actual expenses.

variance

The difference between an expected and an actual economic resource.

See also

economic resource

variant configuration technology

A method of modeling product masters and searching for product variant configurations.

See also

product master

product variant

VAT

A tax on products at each stage of their production based on the value added during that stage.

See also

product

tax

vendor

A party that supplies products to one or more legal entities in exchange for payment.

See also

approved vendor

disallowed vendor

legal entity

party

payment

product

prospective vendor

unsolicited vendor

vendor analysis report

A document that displays vendor invoice amounts summarized by one or more dimensions. A vendor analysis report is used to monitor and control expenditures assigned to parties, products, locations, activities, or one or more of their classifiers.

See also

activity

expenditure

location

party

product

vendor

vendor invoice

vendor catalog

A listing of product offerings that are available for purchase from a vendor.

See also

vendor

vendor invoice

A source document that documents a vendor payment request. A vendor invoice can refer to one or more purchase orders. When the vendor invoice is authorized, a payment can be made to the vendor.

See also

invoice

payment

purchase order

source document

vendor

vendor prepayment

A payment made to a vendor before any items are received or services are performed.

See also

customer advance

item

payment

service

vendor

version

The status of an entity participating in a release process.

See also

status

void

To prohibit the use of a document as a contract.

See also

contract

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W

waive charge

To withdraw the interest or fees originally owed by a party.

See also

interest

party

wave

A logical grouping of warehouse work items that is created by means of a wave template configuration, processed either automatically or manually, and then released to pick the items for production or shipping.

weight engine

An engine that is called automatically when the volume of a package is not proportional to its weight.

WIP

Material that is in some stage of the manufacturing process, from raw material issued to a production order to a manufactured product ready for acceptance into inventory.

withholding tax

A tax levied by a government authority that is deducted from compensation.

See also

compensation

tax

work

The entire range of inventory-related tasks that are performed by a company's warehouse employees. The creation of warehouse work is triggered either automatically by user-defined settings or manually by a worker. Each work item is performed on a mobile device by a warehouse worker.

work breakdown structure

A deliverable-oriented grouping of project elements that organizes and defines the total work scope of the project. Each descending level represents an increasingly detailed definition of the project work.

work cell

A resource group that participates in a production flow activity.

See also

activity

production flow

work in process

Material that is in some stage of the manufacturing process, from raw material issued to a production order to a manufactured product ready for acceptance into inventory.

work item queue

A list that contains workflow work items that are assigned to users.

work item queue assignment expression

A statement that conditionally assigns work items to specific work item queues.

See also

work item queue

worker

A person who assumes the role of an employee or a contractor and is paid in exchange for services.

See also

contractor

employee

role

service

workflow

A workflow process that is executing.

workflow decision element

A guard condition that controls the logical branching of task sequences within a workflow process. A workflow decision can be made by a user or by an automation rule.

See also

workflow

workflow document

A view of data that is submitted to workflow for processing.

See also

workflow

workflow element

A modeling element used to define workflow processes.

See also

workflow

workflow escalation action

An automatic workflow action taken when a workflow work item is not completed by the current assignee.

See also

workflow

workflow execution account

A user account that is granted the rights for executing workflows.

See also

workflow

workflow history

A view of the workflow tracking data generated by the workflow runtime.

See also

workflow

workflow runtime

workflow host

An environment in which the workflow runtime is started so that it can be accessed as a service.

See also

workflow runtime

workflow instance

A workflow activated by and executing in the workflow host.

See also

workflow

workflow host

workflow list form

A form that displays a list of workflows for a particular module, along with the versions of the workflow.

See also

workflow

workflow participant

A person who assumes the role of user in a workflow process.

See also

workflow

workflow runtime

A software component that activates and executes workflow instances using Microsoft Windows Workflow Foundation.

See also

workflow instance

workflow scope

The extent of activity controlled by a workflow process.

See also

workflow

workflow tracking data

The data that is logged during the execution of a workflow instance.

See also

workflow instance

workflow type

A set of metadata and event handlers in the Application Object Tree (AOT) that defines a workflow design template.

See also

Application Object Tree

event handler

workflow

write off

To remove a debt that will not be paid by a party.

See also

party

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X

X++

The object-oriented programming language used to develop software for the Microsoft Dynamics AX application.

x-report

A type of report that is generated to record current sales totals for a specific cash register.

See also

report

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Y

year-end closing

An accounting process that occurs at the end of the fiscal year and is used to transfer the balances of the temporary owners’ equity accounts to the permanent owners’ equity account, to carry forward closing account balances from one accounting period to opening account balances in the subsequent accounting period, and to generate financial statements.

See also

account balance

balance

carry forward

financial statement

fiscal year

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Z

zero-rated

Denotes products for which the buyer pays no value-added tax (VAT) and for which the seller can recover the cost of the input tax levied on the sale.

z-report

A type of report that is generated to record current sales totals for a specific cash register and to close the current work shift.

See also

report

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Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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