Key tasks: Departments [AX 2012]

Updated: September 3, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Departments are an important element of your organizational hierarchy. The following content contains procedures for common tasks associated with departments.

Click these links to find more information about the concepts that are discussed in this topic.

About departments, jobs, and positions

The following resources provide information that can be useful when you plan your departmental structure.

Resource

Description

How to access

Department hierarchy

Use the Hierarchy designer - form to view departments within a hierarchical structure. To view more specific information about a department, double-click the department in the hierarchy to open the Department form.

You also can use the hierarchy designer to modify the existing department hierarchy. For more information about the hierarchy designer, see Create or modify an organization hierarchy.

Click Human resources > Common > Organization > Departments > Department hierarchy.

Position form

Use the Position form, filtered by department, to view a list of positions within a specific department.

  1. Click Human resources > Common > Organization > Departments > Departments.

  2. Select a department to view positions for and then click Positions. The Position form is displayed and is filtered to list only positions within the department that you selected.

Worker distribution statistics form

Use the Worker distribution statistics form to view gender, age, job, and worker type statistics by department.

Click Human resources > Inquiries > Workers > Worker distribution statistics.

Departments report

Use the Departments report to view a list of the departments within your company or organization.

Click Human resources > Reports > Organization > Departments.

Positions by department report

Use the Positions by department report to view a list of positions organized by department.

Click Human resources > Reports > Organization > Positions by department.

People by department report

Use the People by department report to view a list of people organized by the department that they work in.

Click Human resources > Reports > Organization > People by department.

Number of workers report

Use the Number of workers report to view the number of workers within each department.

Click Human resources > Reports > Workers > Number of workers.

For additional information about the reports listed in the previous table, see Human resources reports.

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A department is a type of operating unit. For more information about how to create operating units, see Create or modify an operating unit.

  1. Click Human resources > Common > Organization > Departments > Departments.

  2. Click New.

  3. Enter a name for the department.

  4. Enter a department number.

    A default value might automatically be generated if a number sequence code is assigned to the Organization number reference in the Number sequences form.

    NoteNote

    The remaining steps in this procedure are optional.

  5. Enter a search name, such as an acronym for the department name, which you can use to search for the department in Enterprise Search. For more information, see Enterprise Search.

  6. Enter additional information about the department in the Memo field.

  7. Enter the Data Universal Numbering System (DUNS) number for the department.

  8. Select the person who manages the department.

  9. On the Addresses FastTab, add address information for the department. For example, add the mailing address for the building that the department is located in.

  10. On the Contact information FastTab, add contact information. For example, add a telephone number for the service desk in the department.

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In the Department form, the In hierarchy check box is selected if a department is included in the department hierarchy. Complete the following procedure to add a department to the department hierarchy.

  1. Click Human resources > Common > Organization > Departments > Department hierarchy.

  2. On the Action Pane, click Edit.

  3. In the hierarchy, select the organization to add the department under.

  4. On the Action Pane, click Insert and then select Department.

  5. Select the department to add to the hierarchy and then click OK.

  6. To save the hierarchy as a draft hierarchy that you can work on later, click Save as draft.

    To publish the hierarchy, click Publish and close, enter the effective date and time zone for the changes to take effect, and then click Publish.

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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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