Microsoft Dynamics

AX

Fleet Management

A developer sample application for Microsoft Dynamics AX 2009





Date: July 7, 2009


DEVELOPER SAMPLE


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FLEET MANAGEMENT DEVELOPER SAMPLE
Table of Contents
Introduction ................................................................................................ 3
Fleet Management Overview ....................................................................... 3
Role Center .......................................................................................................................... 3
Area Page ............................................................................................................................ 4
List Pages ............................................................................................................................ 4
Forms .................................................................................................................................. 5
Reports ............................................................................................................................... 5
Workflow ............................................................................................................................. 6
Enterprise Portal Integration .................................................................................................. 6
Prerequisites ............................................................................................... 7
Microsoft Dynamics AX 2009 .................................................................................................. 7
Workflow ............................................................................................................................. 7
Enterprise Portal ................................................................................................................... 7
Contoso Demo Data .............................................................................................................. 7
Installing Fleet Management ....................................................................... 8
Installing the Application Resources ........................................................................................ 8
Loading Setup Data ..............................................................................................................10
Loading Sample Data ...........................................................................................................10
Setting up Fleet Management.................................................................... 11
Setting up Fleet Management parameters ...............................................................................11
Setting up Enterprise Portal ..................................................................................................11
Setting up Workflow .............................................................................................................12
Using Fleet Management ........................................................................... 14
Role Center .........................................................................................................................14
Area Page ...........................................................................................................................14
Forms .................................................................................................................................15
Reports ..............................................................................................................................15
List Pages ...........................................................................................................................15
Workflow ............................................................................................................................16
Enterprise Portal ..................................................................................................................17
List pages ........................................................................................................................ 18
Workflow ......................................................................................................................... 19
Resources in the Fleet Management Sample ............................................. 20


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FLEET MANAGEMENT DEVELOPER SAMPLE

Introduction
This document describes the Fleet Management sample application for Microsoft Dynamics
AX 2009. This is a developer sample that provides examples of how to implement common
functionality in Microsoft Dynamics AX. Use it to learn about how you could implement
functionality in your integrating applications. The following items are discussed:

Fleet Management Overview
Prerequisites
Installing Fleet Management
Setting up Fleet Management
Using Fleet Management
Resources in the Fleet Management Sample
Fleet Management Overview
The Fleet Management sample application is an add-on module for Microsoft Dynamics AX.
It manages the data for a fleet of vehicles, and the data for the trips that the employees
take with those vehicles. The sample application demonstrates several common features in
Microsoft Dynamics AX 2009.
Role Center
The Fleet Management application provides a Fleet Manager role center profile and
corresponding role center page. Users who are assigned to the Fleet Manager role center
profile will see this role center page as the default page in Microsoft Dynamics AX and in
Enterprise Portal.




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FLEET MANAGEMENT DEVELOPER SAMPLE
Area Page
The Area Page for the Fleet Management module provides a central location where all of the
resources in the module can be accessed.


List Pages
The Fleet Management module contains two List Pages. One displays vehicle information.
The other displays trip information.




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FLEET MANAGEMENT DEVELOPER SAMPLE
Forms
Several forms are included in the Fleet Management application. Some forms, such as
Vehicles or Trips, are standard data entry forms.



Other forms, such as Fleet Management Parameters, are used to configure the application.


Reports
The Fleet Management module has basic reports such as a Vehicle List and Trip History.




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FLEET MANAGEMENT DEVELOPER SAMPLE
Workflow
A Trip Approval workflow is implemented for the Trips form in the Microsoft Dynamics AX
client and the Trip Details page in Enterprise Portal. Using this workflow, an employee
submits a completed trip. A manager reviews the trip. If the manager approves, the trip is
marked to allow the vehicle expenses to be reimbursed.


Enterprise Portal Integration
The Fleet Management sample implements the Fleet Web module to provide access to
vehicle and trip data through Enterprise Portal. Users can view, edit, and create new
vehicles and trips. Vehicle and trip reports are available. Users can also perform workflow
actions as a trip moves through the trip approval process.




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FLEET MANAGEMENT DEVELOPER SAMPLE
Prerequisites
Before you use the Fleet Management sample application, review the following required and
optional prerequisites.
Microsoft Dynamics AX 2009
You must have Microsoft Dynamics AX 2009 installed, with developer license keys. This is a
required prerequisite.
Workflow
If you want to use the Trip Approval workflow included with the Fleet Management sample
application, you must have workflow installed and configured.
Enterprise Portal
If you want to use the Fleet Manager role center or Web resources for the Fleet
Management sample application, you must have Enterprise Portal installed and configured.
Contoso Demo Data
The sample data included with the Fleet Management sample is designed to integrate with
the Contoso Demo Data. This demo data is available for download from CustomerSource
and PartnerSource. Use the following links to access this demo data.

CustomerSource:
https://mbs.microsoft.com/customersource/downloads/servicepacks/AX2009DemoData.htm

PartnerSource:
https://mbs.microsoft.com/partnersource/support/selfsupport/productreleases/AX2009Dem
oData.htm

If you do not want to install the Contoso Demo Data, you can manually add the following
Employee records to the company that you will be using with the Fleet Management sample.
Use the Employee form in Microsoft Dynamics AX to add the records.

Employee Name Title
3000 Vince Prado Operations manager
3130 Lars Giusti Shop Supervisor
3500 Karl Bystrom Materials Manager
3610 John Emory Warehouse Worker
3800 Ted Howard Transportation Coordinator
7202 Kevin Kelly Sales Manager
7210 Nancy Anderson Super Sales Rep
7220 David Johnson Dedicated Sales Rep
7224 David Hamilton Dedicates Sales Rep



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FLEET MANAGEMENT DEVELOPER SAMPLE
Installing Fleet Management
Important: If you have already added or modified resources in the Microsoft Dynamics AX
system where you are installing the Fleet Management sample, the resources from the
sample will be added to the changes you already made. It may be difficult to distinguish the
changes and additions you made from those made by the sample. To avoid this, consider
installing the Fleet Management sample on a Microsoft Dynamics AX system that is
dedicated to running the sample. Another option is to install the sample into a separate
layer in your current Microsoft Dynamics AX installation.

To install the Fleet Management application, three main steps must be performed:

1. Install the application resources
2. Load the setup data
3. Load the sample data
Installing the Application Resources
To install the application resources for the Fleet Management sample, complete the
following procedure.

1. Start Microsoft Dynamics AX. Be sure that you are logged in as a user with
administrative privileges in Microsoft Dynamics AX.

2. Open the AOT and click the Import button.

3. In the Import window, click Browse. Locate the FleetManagementSample.xpo file for
the sample application and click Open.

4. Mark the Import with ID values check box. If you have already added or imported
resources into your Microsoft Dynamics AX installation, you may encounter resource
ID collisions. If this occurs, unmark this check box and perform the import again.

5. Mark the Show details check box. This allows you to see the resources that are
being imported into Microsoft Dynamics AX.





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FLEET MANAGEMENT DEVELOPER SAMPLE
When you select Microsoft Dynamics AX resources that are modified by the sample
application, such as the Company class, you can click Compare to see what has
been added or removed from the core resource.

6. Click OK to start the import operation.

7. During the import operation, messages will be displayed for each of these resources
because they already exist in another layer. Click Yes for each of these resources:

Class Company
Base Enum ModuleAxapta
Base Enum NumberSeqModule
Class NumberSeqReference
Menu MainMenu
Web Module Home

You will also see the following Infolog message:

Illegal value: FMFleetManagement for property Module.

This is due to an issue when importing a workflow template and the corresponding
module definition during a single import operation. Microsoft Dynamics AX cannot
find the module definition, because the list of modules has not been updated. This
problem is resolved later in this procedure. Click Close in the Infolog window.

8. Close and re-open the Microsoft Dynamics AX client. If you view the items in the
Navigation Pane, you should see the Fleet Management module listed.



You may want to use the Navigation Pane Options form move the Fleet
Management module to a more convenient location in the Navigation Pane.

9. To resolve the workflow module issue that was reported in the Infolog, open the
AOT. Select the Workflow > Workflow Categories > FMFleetManagement node.
Display the properties for the node. Set the Module property to FMFleetManagement
and save the changes. This is the node that could not be properly set during the
import process.


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FLEET MANAGEMENT DEVELOPER SAMPLE
Loading Setup Data
To load the setup data for the Fleet Management sample, complete the following procedure.
1. Be sure that you have selected the company that you want to import the setup data
into. Typically, this will be the CEU company from the Contoso Demo Data.

2. In Microsoft Dynamics AX, choose Administration > Periodic > Data
export/import > Default data > Import Wizard. Click Next to continue.

3. Click the folder next to the File name field. Select the FleetManagementSetup.dat
file in the FM Setup Data folder for the Fleet Management sample and click Open.
Click Next to continue.

4. The table list will be generated. Click Next to continue.

5. In the list of tables to import data from, be sure that the Number sequence item is
marked. Click Next to continue.

6. The tables will be examined to determine which ones already contain data. Click
Next to continue.

7. A list of the tables that contain data will be displayed. For the Fleet Management
sample, no existing setup data should be deleted. Be sure that no tables are marked,
and then click Next to continue.

8. Click Finish to import the setup data. The Infolog should indicate that two records
were imported.
Loading Sample Data
To load the sample data for the Fleet Management sample, complete the following procedure.
1. Be sure that you have selected the company that you want to import the sample
data into. Typically, this will be the CEU company from the Contoso Demo Data.

2. In Microsoft Dynamics AX, choose Administration > Periodic > Data
export/import > Default data > Import Wizard. Click Next to continue.

3. Click the folder next to the File name field. Select the
FleetManagement_SampleData.dat file in the FM Sample Data folder for the Fleet
Management sample and click Open. Click Next to continue.

4. The table list will be generated. Click Next to continue.

5. In the list of tables to import data from, be sure that the Trips and Vehicles items
are marked. Click Next to continue.

6. The tables will be examined to determine which ones already contain data. Click
Next to continue.

7. Click Finish to import the setup data. The Infolog should indicate that 37 records
were imported.


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FLEET MANAGEMENT DEVELOPER SAMPLE
Setting up Fleet Management
Depending on what features of the Fleet Management sample you want to use, additional
setup steps are required.
Setting up Fleet Management parameters
The Fleet Management sample implements default values for new vehicles and new trips. It
also implements document numbering for vehicles and trips. To set up Fleet Management
parameters, complete the following steps.

1. Be sure that you have selected the company that you imported Fleet Management
setup data into. Typically, this will be the CEU company from the Contoso Demo
Data.

2. In Microsoft Dynamics AX, choose Fleet Management > Setup > Parameters.

3. Click the Vehicles tab and set the Vehicle default values.

4. Click the Trips tab and set the Trip default values.

5. Click the Number Sequences tab and specify the number sequence code to use for
Vehicle Number and Trip Number. You can use the Vehicles and Trips number
sequences that were imported with the Fleet Management setup data.



6. Save the changes and close the Fleet Management parameters form.
Setting up Enterprise Portal
To set up the Enterprise Portal integration for the Fleet Management sample, complete the
following steps.

1. Open the AOT.

2. Deploy the Fleet Management module. Right-click the Web > Web Modules >
Home > Fleet node, and choose Deploy. An Infolog message will indicate the
module was successfully deployed.



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FLEET MANAGEMENT DEVELOPER SAMPLE
3. Deploy the Web pages for the Enterprise Portal integration. In the AOT, expand the
Web > Web Files > Page Definitions node. In the list of pages, right-click each of
the following pages and choose Deploy Page.

FleetAreaPage
RoleCenterFleetManagement
TripDetails
TripList
TripsAddEdit
TripsReport
VehicleAddEdit
VehicleDetails
VehiclesList
VehiclesReport

4. Deploy the Web controls for the Enterprise Portal integration. In the AOT, right-click
the Web > Web Files > Web Controls node and choose Deploy.

5. Reset IIS to ensure the additional resources are found by the Enterprise Portal
server.

6. Initialize the FleetManagement role center profile. The initialization process adds the
Fleet Management role center profile, and also deploys the cues and Quick Links for
the Fleet Management application.

In Microsoft Dynamics AX, choose Basic > Setup > Role Center > Initialize Role
Center profiles. Click Unselect All. Mark the FleetManagement Profile ID and click
OK. Several dialog boxes will be displayed that indicate resources will be
overwritten. Click Yes to All in each of these.

7. Assign users to the FleetManagement role center profile. In Microsoft Dynamics AX,
choose Administration > Common Forms > Users. Select a user and click the
Profile tab. Choose an option to assign the user to the FleetManagement profile, and
save the changes. When the user accesses Microsoft Dynamics AX or Enterprise
Portal, they should see the Fleet Management role center page.
Setting up Workflow
To set up the Trip Approval workflow for the Fleet Management sample, you need to create
a workflow configuration. Complete the following steps to create a workflow configuration.

1. Be sure that you have selected the company that you want to use workflow with.
Typically, this will be the CEU company from the Contoso Demo Data.

2. Create a new workflow instance. In Microsoft Dynamics AX, choose Fleet
Management > Setup > Workflow configurations.

3. In the Workflow configuration form, click New.

4. In the Create configuration form, select the Trip Approval Template and click
Create configuration.



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FLEET MANAGEMENT DEVELOPER SAMPLE
5. In the Workflow form, display the General tab. Specify the following settings:

Name: Trip Approval
Owner: Admin
Submission instructions: After completing a trip, submit the trip for
reimbursement approval.

Hint: To set the submission instructions, you must click Create instruction.

6. In the Workflow form, display the Details tab.

7. Select the FMTripTask workflow element. Specify the following settings:

Task name: Manager verbal approval
Work item subject: Manager verbal approval
Work item instructions: Discuss the trip with a manager to give them
background about the trip.

8. Select the FMTripApproval workflow element. Specify the following setting:

Approval name: Trip approval
9. Display the Notifications tab. Mark the Enabled check box for the Approve event,
and then click Choose.

10. In the Assignment form, choose Role based. In the Assign to members of this
role list choose Administrators, and then click OK.

11. Expand the Trip approval workflow element, and then select the Step 1 node. Specify
the following settings:

Step Name: Trip verification
Work item subject: Verify the trip
Work item instructions: Verify the trip. If the description and distance seem
appropriate, approve it for reimbursement.

12. Save the workflow.

13. In the Workflow configuration form, select the workflow and click Set as active.
If the workflow configuration is not marked as Default, select the workflow
configuration and click Set as default.


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FLEET MANAGEMENT DEVELOPER SAMPLE
Using Fleet Management
After the Fleet Management sample has been installed and set up, you can work with the
various areas of the application. This portion of the document describes some of the things
you may want to try in the sample.
Role Center
If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed
the Enterprise Portal setup for the Fleet Management sample, you can view the role center
for Fleet Management. To do this, you must assign a user to the FleetManagement role.

1. In Microsoft Dynamics AX, choose Administration > Common Forms > Users.

2. In the User window, select a user and then display the Profile tab.

3. Indicate that you want this user to have the same profile in all companies.

4. Select the FleetManagement role.



5. Save your changes.

When the user you specified views the Home page in Microsoft Dynamics AX, the role center
page for Fleet Management will be displayed.
Area Page
To display the Area Page for the Fleet Management sample, click the Fleet Management
button in the Navigation Pane.



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


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FLEET MANAGEMENT DEVELOPER SAMPLE
Forms
In the Common Forms section of the Fleet Management Area Page, use the Trips and
Vehicles links to display these forms. The Vehicles and Trips forms follow standard
Microsoft Dynamics AX practices. Use these forms to perform tasks such as:

Displaying lists of vehicles or trips
Viewing vehicle or trip details
Creating new vehicles or trips
Modifying existing vehicles
Reports
In the Reports section of the Fleet Management Area Page, use the Vehicle List or Trip
History links to display reports for these items.
List Pages
The Fleet Management sample implements list pages for both vehicles and trips. To view
these list pages, use the links in the Places section of the Fleet Management Area Page.

In the default view, the lists display all vehicles or trips. You can use the filtering capabilities
of the list to restrict which rows are displayed. For example, applying the following filter
causes only the vehicles that are out of service to be displayed.



You can save the filter by choosing Save As Filter from the Vehicles menu. The filter will
appear as a choice in the Vehicles menu.

You can also perform actions for the selected item in the list. For instance, select a vehicle
that is in the Available state. The Assign button in the Action Pane will be enabled.



When you click Assign, the Vehicles form will be opened with the Assignment tab
displayed and the focus placed in the Assigned to field. After you select the employee the
vehicle is assigned to, save the vehicle record.



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FLEET MANAGEMENT DEVELOPER SAMPLE
Workflow
If your Microsoft Dynamics AX system has workflow installed, and you completed the
workflow setup for the Fleet Management sample, you can send a trip through the Trip
Approval workflow. To do this, complete the following procedure.

1. Verify that you have logged into Microsoft Dynamics AX as a user who is part of the
Administrators group. The members of this group can submit trips to workflow, and
approve them at the various stages of the trip approval process.

2. Display the Workflow processor form. In Microsoft Dynamics AX, choose Fleet
Management > Common Forms > Workflow processor.

3. Click Start. The Workflow processor form is used to expedite processing of
workflow messages so that you can easily see them being processed for the Fleet
Management sample. Leave this form open.

4. Choose Fleet Management > Common Forms > Trips to open the Trips form.
Display the Overview tab.

5. Select a trip that is in the Not submitted state. The workflow bar should be
displayed, along with the Submit button.



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



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



7. After Microsoft Dynamics AX has finished submitting the trip into the Trip Approval
workflow, choose Refresh from the Command menu to update the data in the
Trips form. You will see that the trip is now submitted and has moved to the next
state, verbal approval.





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FLEET MANAGEMENT DEVELOPER SAMPLE
8. Assume that the trip was discussed with a manager, and choose Completed from
the Actions menu. Add a comment, and then click Completed. Allow a few
moments for the trip to move to the next stage of the workflow. When you refresh
the view, you will see that the trip has moved to the verification stage.



9. In this stage, a manager examines the details of the trip. The manager can approve
the trip, deny the approval, or request that a change be made to the trip record. For
this example, assume that the trip was approved. Choose Approve from the
Actions menu. Add a comment, and then click Approve. Allow a few moment for
the trip approval to be processed. When you refresh the view, you will see that the
trip has been approved.



The workflow state for the trip has been changed to Completed.



The Approved for Reimbursement field has also been set to Yes for the trip.
Enterprise Portal
If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed
the Enterprise Portal setup for the Fleet Management sample, you can use it to perform
tasks for the Fleet Management application. Begin by clicking the Fleet tab to display the
Fleet home site page.



Use the links in the Quick Launch area on the left side of the page to view lists of vehicles or
trips, and to display reports.



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FLEET MANAGEMENT DEVELOPER SAMPLE
List pages
In the list of vehicles or trips, you can perform actions for the item selected in the list.
Simply choose an item from the toolbar above the list.



The actions you can perform are:

Creating a new vehicle or trip
Viewing the details of a vehicle or trip
Editing the details of a vehicle or trip

For instance, to assign a vehicle to a user you would perform the following procedure.

1. Display the Vehicles list page and select a vehicle in the list.

2. In the toolbar, choose Edit Vehicle from the Actions menu.

3. In the Employee field, use the lookup to display the list of employees. Select an
employee, and then click OK. The employee ID will be displayed in the field.

4. Set the Vehicle status field to Assigned.




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FLEET MANAGEMENT DEVELOPER SAMPLE

5. Click OK to save the changes you made to the vehicle. The Vehicles list page will be
displayed. The changes you made should be shown in the list.
Workflow
If your Microsoft Dynamics AX installation has workflow installed, and you set up the Trip
Approval workflow for the Fleet Management sample, you can access workflow functionality
from within Enterprise Portal. To do this, complete the following steps.

1. Display the Trips list page.

2. Select a trip in the list.

3. In the toolbar, choose Trip Details from the Actions menu.

4. The Trip Details page will display a workflow bar that allows you to perform
workflow actions for the selected trip. For example, you can display the workflow
history for the trip.







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FLEET MANAGEMENT DEVELOPER SAMPLE
Resources in the Fleet Management Sample
The following table lists the resources that are used in the Fleet Management sample
application. Most of the resources are new, while some are modifications made to existing
Microsoft Dynamics AX resources.

Category Name Description
Data Dictionary
Tables
FMParameters Stores the parameter data for the Fleet
Management module, such as the default values
when creating vehicles or trips.
FMTrips Stores data for trips.
FMVehicles Stores data for vehicles.
Data Dictionary
Extended_Data_Types
ShowBold Used in the property definition for the Note
weblet.
TripNum The unique identifier for each trip.
VehicleNum The unique identifier for each vehicle.
Data Dictionary
Base_Enums
FMFuelType Defines the fuel types for a vehicle.
FMVehicleStatus Defines the status of a vehicle, such as whether
it is available or out of service.
ModuleAxapta Modification of the existing base enum to add
the Fleet Management module.
NumberSeqModule Modification of the existing base enum to add
the Fleet Management module for number
sequences.
Data Dictionary
Security_Keys
FMFleetManagement Security key for Fleet Management
FMFleetManagementSetup Security key for Fleet Management Setup
Classes Company Modification of the selectParameters method
to add the find() method call for Fleet
Management parameters.
FMAvailableVehiclesListPage Code for the Vehicles list page in the Microsoft
Dynamics AX client.
FMSubmitTripToWorkflow Code to submit a trip to workflow. Used by the
Microsoft Dynamics AX client and Enterprise
Portal.
FMTripApprovalEventHandler Code to handle the events for the approval
portion of the trips workflow.
FMTripTaskEventHandler Code to handle the events for the task portion of
the trips workflow.
FMTripWorkflowDocument Code that defines the query used for the sample
workflow.
FMTripWorkflowEventHandler Code to handle the events for the trips workflow.
NoteWeblet Code used to implement the NoteWeblet.


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Category Name Description
Classes (continued) NumberSeqReference Modification of the construct() method to
return an instance of the number sequence
module for the Fleet Management application.
Modification of the moduleList() method to add
the Fleet Management module to the list of
modules that implement number sequences.
NumberSeqReference_FM Code that defines the number sequences for the
Fleet Management module.
Forms FMParameters Displays default value and number sequence
information for the Fleet Management module.
FMTrips Used to display, create, and edit information
about trips.
FMTripsListPage Defines the content of the Trips list page.
FMVehiclesListPage Defines the content of the Vehicles list page.
FMVehicles Used to display, create, and edit information
about vehicles.
Reports FMTrips Displays information about all trips.
FMVehicles Displays information about all vehicles.
Queries FMAvailableVehiclesListPage Accesses data for the Vehicles list page,
restricted to the vehicles with the status
Available.
FMTripsListPage Accesses data for the Trips list page.
FMVehiclesListPage Accesses data for the Vehicles list page.
FMTripWorkflowDocument Accesses data for the Trips workflow.
Data_Sets FMTripAddEdit Accesses trip data for the TripsAddEdit page in
Enterprise Portal.
FMTripDetails Accesses trip data for the TripDetails page in
Enterprise Portal.
FMTripList Accesses trip data for the TripList page in
Enterprise Portal.
FMVehicleDetails Accesses vehicle data for the VehicleDetails page
in Enterprise Portal.
FMVehicleAddEdit Accesses vehicle data for the VehicleAddEdit
page in Enterprise Portal.
FMVehiclesList Accesses vehicle data for the VehicleList page in
Enterprise Portal.
Menus FMFleetManagement Defines the menu items for the Fleet
Management area page.
MainMenu Modification of the existing menu to add the
Fleet Management module.
Menu_Items
Display
FMAvailableVehiclesListPage Opens the list page that displays available
vehicles.
FMParameters Opens the Fleet Management parameters form.
Used on the Fleet Management area page.


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Category Name Description
Menu_Items
Display (continued)
FMSetupMenuWorkflowConfigurations Opens the Workflow configuration form used to
set up the Trip Approval workflow. Used on the
Fleet Management area page.
FMTrips Accesses the Trips form.
FMTripsEdit Opens the Trips form to edit the trip selected.
Used in the Action Pane for the Trips list.
FMTripsForm Opens the Trips form. Used on the Fleet
Management area page.
FMTripsListPage Opens the list page that displays all trips.
FMTripsNew Opens the Trips form and creates a new trip.
Used in the Action Pane for the Trips list.
FMVehicleAssign Opens the Vehicles form and allows the vehicle
to be assigned to an employee. Used in the
Action Pane for the Vehicles list.
FMVehicleListPage Opens the list page that displays all vehicles.
FMVehicles Accesses the Vehicles form.
FMVehiclesEdit Opens the Vehicles form to edit the vehicle
selected. Used in the Action Pane for the
Vehicles list.
FMVehiclesForm Opens the Vehicles form. Used on the Fleet
Management area page.
FMVehiclesNew Opens the Vehicles form and creates a new
vehicle. Used in the Action Pane for the Vehicles
list.
FMWorkflowProc Opens the Workflow Processor form, used to
start workflow processing when testing
workflow.
Menu_Items
Output
FMTripsReport Opens the Trips report. Used on the Fleet
Management area page.
FMVehiclesReport Opens the Vehicles report. Used on the Fleet
Management area page.
Menu Items
Action
FMTripApprovalApprove Approve action for the approval portion of the
Trip Approval workflow.
FMTripApprovalDeny Deny action for the approval portion of the Trip
Approval workflow.
FMTripApprovalRequestChange Request Change action for the approval portion
of the Trip Approval workflow.
FMTripApprovalResubmit Resubmit action for the approval portion of the
Trip Approval workflow.
FMTripApprovalSubmitToWorkflow Submit action for the Trip Approval workflow.
FMTripApprovalTaskComplete Completed action for the task portion of the
Trip Approval workflow.
FMTripApprovalTaskSkipped Not Required action for the task portion of the
Trip Approval workflow.


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FLEET MANAGEMENT DEVELOPER SAMPLE

Category Name Description
Resources Cue_FMAvailableVehicles Defines the Available Vehicles cue displayed in
the Fleet Management role center page.
Cue_FMDieselVehicles Defines the Diesel Vehicles cue displayed in the
Fleet site home page.
Cue_FMElectricVehicles Defines the Electric Vehicles cue displayed in the
Fleet site home page.
Cue_FMGasolineVehicles Defines the Gasoline Vehicles cue displayed in
the Fleet site home page.
Cue_FMOutOfServiceVehicles Defines the Out of Service Vehicles cue displayed
in the Fleet Management role center page.
Profile_FleetManagement Defines the Fleet Management customer profile.
QuickLinks_FleetManagementLinks Defines the links that appear in both the Fleet
site home page and the Fleet Management role
center page.
Web_Files
Web_Menus
FleetQuickLaunch Contains the menu items that appear in the
Quick Launch area of the Fleet site in Enterprise
Portal.
TripsContextMenu Contains the menu items that appear when the
context menu is displayed in the Trips page in
Enterprise Portal.
TripsToolbar Contains the menu items that appear in the
toolbar for the Trips window in Enterprise Portal.
VehiclesContextMenu Contains the menu items that appear when the
context menu is displayed in the Vehicles page
in Enterprise Portal.
VehiclesToolbar Contains the menu items that appear in the
toolbar for the Vehicles window in Enterprise
Portal.
Web_Files
Page Definitions
FleetAreaPage The Fleet site home page in Enterprise Portal.
RoleCenterFleetManagement The Fleet Management role center page. This is
the home page displayed in the Dynamics AX
client and in Enterprise Portal for users assigned
to the Fleet Management customer profile.
TripDetails Displays detailed information about a specific
trip.
TripList Displays a list of trips and allows the user to
perform actions for the selected trip.
TripsAddEdit Allows the user to create or edit a trip.
TripsReport Displays a report that lists all trips.
VehicleAddEdit Allows the user to create or edit a vehicle.
VehicleDetails Displays detailed information about a specific
vehicle.
VehiclesList Displays a list of vehicles and allow the user to
perform actions for the selected vehicle.
VehiclesReport Displays a report that lists all vehicles.


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Category Name Description
Web_Files
Web_Controls
TripAddEdit The User Control that appears on the
TripsAddEdit page.
TripDetails The User Control that appears on the TripDetails
page.
TripList The User Control that appears on the TripList
page
VehicleAddEdit The User Control that appears on the
VehicleAddEdit page.
VehicleDetails The User Control that appears on the
VehicleDetails page.
VehicleList The User Control that appears on the
VehiclesList page.
Weblets NoteWeblet Defines the behavior of the Note web part
displayed in the Fleet home site page.
Web_Menu_Items
URLs
EPFleetManagementRoleCenter Specifies the URL for the Fleet Management role
center page.
FleetAreaPage Specifies the URL for the Fleet home site page.
TripAdd Specifies the URL for the Add Trip page.
TripDetails Specifies the URL for the Trip Details page.
TripEdit Specifies the URL for the Edit Trip page.
TripList Specifies the URL for the Trips page.
TripsReport Specifies the URL of the Trips Report page.
VehicleAdd Specifies the URL for the Add Vehicle page.
VehicleDetails Specifies the URL for the Vehicle Details page.
VehicleEdit Specifies the URL for the Edit Vehicle page.
VehiclesList Specifies the URL for the Vehicles page.
VehiclesReport Specifies the URL of the Vehicles Report page.
Web_Menu_Items
Actions
EPFMTripApprovalApprove Approve action for the approval portion of the
Trip Approval workflow.
EPFMTripApprovalDeny Deny action for the approval portion of the Trip
Approval workflow.
EPFMTripApprovalRequestChange Request Change action for the approval portion
of the Trip Approval workflow.
EPFMTripApprovalResubmit Resubmit action for the approval portion of the
Trip Approval workflow.
EPFMTripApprovalSubmitToWorkflow Submit action for the Trip Approval workflow.
EPFMTripApprovalTaskComplete Completed action for the task portion of the
Trip Approval workflow.
EPFMTripApprovalTaskSkipped Not Required action for the task portion of the
Trip Approval workflow.


25

FLEET MANAGEMENT DEVELOPER SAMPLE

Catetory Name Description
Web_Content
Output
TripsReport Specifies which report to display for the Trips
Report page.
VehiclesReport Specifies which report to display for the Vehicles
Report page.
Web_Content
Managed
TripAddEdit The TripAddEdit User Control.
TripDetails The TripDetails User Control.
TripList The TripList User Control.
VehicleAddEdit The VehicleAddEdit User Control.
VehicleDetails The VehicleDetails User Control.
VehicleList The VehicleList User Control.
Web_Modules Home Modification of the Home web module to add the
Fleet web module.
Workflow
Workflow_Categories
FMFleetManagement The workflow category for Fleet Management.
Workflow
Approvals
FMTripApproval Defines the approval portion of the Trip
Approval workflow.
Workflow
Tasks
FMTripTask Defines the task portion of the Trip Approval
workflow.
Workflow
Workflow_Templates
FMTripApprovalTemplate Defines the Trip Approval workflow.









26

FLEET MANAGEMENT DEVELOPER SAMPLE




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