Page 9028 Team Member Role Center

// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.RoleCenters;

using Microsoft.Bank.BankAccount;
using Microsoft.Bank.DirectDebit;
using Microsoft.Bank.Reconciliation;
using Microsoft.Bank.Statement;
using Microsoft.EServices.EDocument;
using Microsoft.Finance.Currency;
using Microsoft.Finance.FinancialReports;
using Microsoft.Finance.GeneralLedger.Account;
using Microsoft.Finance.GeneralLedger.Journal;
using Microsoft.Finance.VAT.Reporting;
using Microsoft.Foundation.Navigate;
using Microsoft.Foundation.Task;
using Microsoft.HumanResources.Employee;
using Microsoft.Projects.TimeSheet;
using Microsoft.Purchases.Document;
using Microsoft.Purchases.History;
using Microsoft.Purchases.Vendor;
using Microsoft.Sales.Customer;
using Microsoft.Sales.Document;
using Microsoft.Sales.FinanceCharge;
using Microsoft.Sales.History;
using Microsoft.Sales.Reminder;
using System.Automation;
using System.Email;
using System.Visualization;

page 9028 "Team Member Role Center"
{
    Caption = 'Team Member', Comment = 'Use same translation as ''Profile Description'' (if applicable)';
    PageType = RoleCenter;

    layout
    {
        area(rolecenter)
        {
            part(Control11; "Headline RC Team Member")
            {
                ApplicationArea = Suite;
            }
            part(Control3; "Team Member Activities")
            {
                ApplicationArea = Suite;
            }
            part(Control7; "User Tasks Activities")
            {
                ApplicationArea = Suite;
            }
            part("Job Queue Tasks Activities"; "Job Queue Tasks Activities")
            {
                ApplicationArea = Suite;
            }
            part("Emails"; "Email Activities")
            {
                ApplicationArea = Basic, Suite;
            }
            part(ApprovalsActivities; "Approvals Activities")
            {
                ApplicationArea = Suite;
            }
            part(Control4; "My Time Sheets")
            {
                ApplicationArea = Suite;
            }
        }
    }

    actions
    {
        area(embedding)
        {
        }
        area(sections)
        {
            group(Finance)
            {
                Caption = 'Finance';
                Image = Journals;
                ToolTip = 'Collect and make payments, prepare statements, and reconcile bank accounts.';
                action(GeneralJournals)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'General Journals';
                    Image = Journal;
                    RunObject = Page "General Journal Batches";
                    RunPageView = where("Template Type" = const(General),
                                        Recurring = const(false));
                    ToolTip = 'Post financial transactions directly to general ledger accounts and other accounts, such as bank, customer, vendor, and employee accounts. Posting with a general journal always creates entries on general ledger accounts. This is true even when, for example, you post a journal line to a customer account, because an entry is posted to a general ledger receivables account through a posting group.';
                }
                action("Chart of Accounts")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Chart of Accounts';
                    RunObject = Page "Chart of Accounts";
                    ToolTip = 'View the chart of accounts.';
                }
                action("Account Schedules")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Financial Reporting';
                    RunObject = Page "Financial Reports";
                    ToolTip = 'Get insight into the financial data stored in your chart of accounts. Financial reports analyze figures in G/L accounts, and compare general ledger entries with general ledger budget entries. For example, you can view the general ledger entries as percentages of the budget entries. Financial reports provide the data for core financial statements and views, such as the Cash Flow chart.';
                }
                action("G/L Account Categories")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'G/L Account Categories';
                    RunObject = Page "G/L Account Categories";
                    ToolTip = 'Personalize the structure of your financial statements by mapping general ledger accounts to account categories. You can create category groups by indenting subcategories under them. Each grouping shows a total balance. When you choose the Generate Financial Reports action, the row definitions for the underlying financial reports are updated. The next time you run one of these reports, such as the balance statement, new totals and subentries are added, based on your changes.';
                }
                action(CashReceiptJournals)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Cash Receipt Journals';
                    Image = Journals;
                    RunObject = Page "General Journal Batches";
                    RunPageView = where("Template Type" = const("Cash Receipts"),
                                        Recurring = const(false));
                    ToolTip = 'Register received payments by manually applying them to the related customer, vendor, or bank ledger entries. Then, post the payments to G/L accounts and thereby close the related ledger entries.';
                }
                action(PaymentJournals)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Payment Journals';
                    Image = Journals;
                    RunObject = Page "General Journal Batches";
                    RunPageView = where("Template Type" = const(Payments),
                                        Recurring = const(false));
                    ToolTip = 'Register payments to vendors. A payment journal is a type of general journal that is used to post outgoing payment transactions to G/L, bank, customer, vendor, employee, and fixed assets accounts. The Suggest Vendor Payments functions automatically fills the journal with payments that are due. When payments are posted, you can export the payments to a bank file for upload to your bank if your system is set up for electronic banking. You can also issue computer checks from the payment journal.';
                }
                action("Bank Accounts")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Bank Accounts';
                    Image = BankAccount;
                    RunObject = Page "Bank Account List";
                    ToolTip = 'View or set up detailed information about your bank account, such as which currency to use, the format of bank files that you import and export as electronic payments, and the numbering of checks.';
                }
                action("Payment Reconciliation Journals")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Payment Reconciliation Journals';
                    Image = ApplyEntries;
                    RunObject = Page "Pmt. Reconciliation Journals";
                    ToolTip = 'Reconcile unpaid documents automatically with their related bank transactions by importing a bank statement feed or file. In the payment reconciliation journal, incoming or outgoing payments on your bank are automatically, or semi-automatically, applied to their related open customer or vendor ledger entries. Any open bank account ledger entries related to the applied customer or vendor ledger entries will be closed when you choose the Post Payments and Reconcile Bank Account action. This means that the bank account is automatically reconciled for payments that you post with the journal.';
                }
                action("Bank Acc. Statements")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Bank Acc. Statements';
                    Image = BankAccountStatement;
                    RunObject = Page "Bank Account Statement List";
                    ToolTip = 'View statements for selected bank accounts. For each bank transaction, the report shows a description, an applied amount, a statement amount, and other information.';
                }
                action("Direct Debit Collections")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Direct Debit Collections';
                    RunObject = Page "Direct Debit Collections";
                    ToolTip = 'Instruct your bank to withdraw payment amounts from your customer''s bank account and transfer them to your company''s account. A direct debit collection holds information about the customer''s bank account, the affected sales invoices, and the customer''s agreement, the so-called direct-debit mandate. From the resulting direct-debit collection entry, you can then export an XML file that you send or upload to your bank for processing.';
                }
                action(Currencies)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Currencies';
                    Image = Currency;
                    RunObject = Page Currencies;
                    ToolTip = 'View the different currencies that you trade in or update the exchange rates by getting the latest rates from an external service provider.';
                }
                action(Employees)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Employees';
                    RunObject = Page "Employee List";
                    ToolTip = 'Manage employees'' details and related information, such as qualifications and pictures, or register and analyze employee absence. Keeping up-to-date records about your employees simplifies personnel tasks. For example, if an employee''s address changes, you register this on the employee card.';
                }
                action("VAT Statements")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'VAT Statements';
                    RunObject = Page "VAT Statement Names";
                    ToolTip = 'View a statement of posted VAT amounts, calculate your VAT settlement amount for a certain period, such as a quarter, and prepare to send the settlement to the tax authorities.';
                }
            }
            group(Sales)
            {
                Caption = 'Sales';
                Image = Sales;
                ToolTip = 'Make quotes, orders, and credit memos. See customers and transaction history.';
                action(Sales_CustomerList)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Customers';
                    RunObject = Page "Customer List";
                    ToolTip = 'View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met.';
                }
                action("Sales Quotes")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Sales Quotes';
                    RunObject = Page "Sales Quotes";
                    ToolTip = 'Make offers to customers to sell certain products on certain delivery and payment terms. While you negotiate with a customer, you can change and resend the sales quote as much as needed. When the customer accepts the offer, you convert the sales quote to a sales invoice or a sales order in which you process the sale.';
                }
                action("Sales Orders")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Sales Orders';
                    RunObject = Page "Sales Order List";
                    ToolTip = 'Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales invoicing is integrated in the sales order process.';
                }
                action("Blanket Sales Orders")
                {
                    ApplicationArea = Suite;
                    Caption = 'Blanket Sales Orders';
                    Image = Reminder;
                    RunObject = Page "Blanket Sales Orders";
                    ToolTip = 'Use blanket sales orders as a framework for a long-term agreement between you and your customers to sell large quantities that are to be delivered in several smaller shipments over a certain period of time. Blanket orders often cover only one item with predetermined delivery dates. The main reason for using a blanket order rather than a sales order is that quantities entered on a blanket order do not affect item availability and thus can be used as a worksheet for monitoring, forecasting, and planning purposes..';
                }
                action("Sales Invoices")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Sales Invoices';
                    RunObject = Page "Sales Invoice List";
                    ToolTip = 'Register your sales to customers and invite them to pay according to the delivery and payment terms by sending them a sales invoice document. Posting a sales invoice registers shipment and records an open receivable entry on the customer''s account, which will be closed when payment is received. To manage the shipment process, use sales orders, in which sales invoicing is integrated.';
                }
                action("Sales Credit Memos")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Sales Credit Memos';
                    RunObject = Page "Sales Credit Memos";
                    ToolTip = 'Revert the financial transactions involved when your customers want to cancel a purchase or return incorrect or damaged items that you sent to them and received payment for. To include the correct information, you can create the sales credit memo from the related posted sales invoice or you can create a new sales credit memo with copied invoice information. If you need more control of the sales return process, such as warehouse documents for the physical handling, use sales return orders, in which sales credit memos are integrated. Note: If an erroneous sale has not been paid yet, you can simply cancel the posted sales invoice to automatically revert the financial transaction.';
                }
                action(Reminders)
                {
                    ApplicationArea = Suite;
                    Caption = 'Reminders';
                    Image = Reminder;
                    RunObject = Page "Reminder List";
                    ToolTip = 'Remind customers about overdue amounts based on reminder terms and the related reminder levels. Each reminder level includes rules about when the reminder will be issued in relation to the invoice due date or the date of the previous reminder and whether interests are added. Reminders are integrated with finance charge memos, which are documents informing customers of interests or other money penalties for payment delays.';
                }
                action("Finance Charge Memos")
                {
                    ApplicationArea = Suite;
                    Caption = 'Finance Charge Memos';
                    Image = FinChargeMemo;
                    RunObject = Page "Finance Charge Memo List";
                    ToolTip = 'Send finance charge memos to customers with delayed payments, typically following a reminder process. Finance charges are calculated automatically and added to the overdue amounts on the customer''s account according to the specified finance charge terms and penalty/interest amounts.';
                }
                action("Posted Sales Invoices")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Posted Sales Invoices';
                    RunObject = Page "Posted Sales Invoices";
                    ToolTip = 'Open the list of posted sales invoices.';
                }
                action("Posted Sales Credit Memos")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Posted Sales Credit Memos';
                    RunObject = Page "Posted Sales Credit Memos";
                    ToolTip = 'Open the list of posted sales credit memos.';
                }
                action("Issued Reminders")
                {
                    ApplicationArea = Suite;
                    Caption = 'Issued Reminders';
                    Image = OrderReminder;
                    RunObject = Page "Issued Reminder List";
                    ToolTip = 'View the list of issued reminders.';
                }
                action("Issued Finance Charge Memos")
                {
                    ApplicationArea = Suite;
                    Caption = 'Issued Finance Charge Memos';
                    Image = PostedMemo;
                    RunObject = Page "Issued Fin. Charge Memo List";
                    ToolTip = 'View the list of issued finance charge memos.';
                }
            }
            group(Purchasing)
            {
                Caption = 'Purchasing';
                Image = AdministrationSalesPurchases;
                ToolTip = 'Manage purchase invoices and credit memos. Maintain vendors and their history.';
                action(Purchase_VendorList)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Vendors';
                    RunObject = Page "Vendor List";
                    ToolTip = 'View or edit detailed information for the vendors that you trade with. From each vendor card, you can open related information, such as purchase statistics and ongoing orders, and you can define special prices and line discounts that the vendor grants you if certain conditions are met.';
                }
                action("Incoming Documents")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Incoming Documents';
                    RunObject = Page "Incoming Documents";
                    ToolTip = 'Handle incoming documents, such as vendor invoices in PDF or as image files, that you can manually or automatically convert to document records, such as purchase invoices. The external files that represent incoming documents can be attached at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries.';
                }
                action("Purchase Quotes")
                {
                    ApplicationArea = Suite;
                    Caption = 'Purchase Quotes';
                    RunObject = Page "Purchase Quotes";
                    ToolTip = 'Opens a list of purchase quotes.';
                }
                action("<Page Purchase Orders>")
                {
                    ApplicationArea = Suite;
                    Caption = 'Purchase Orders';
                    RunObject = Page "Purchase Order List";
                    ToolTip = 'Create purchase orders to mirror sales documents that vendors send to you. This enables you to record the cost of purchases and to track accounts payable. Posting purchase orders dynamically updates inventory levels so that you can minimize inventory costs and provide better customer service. Purchase orders allow partial receipts, unlike with purchase invoices, and enable drop shipment directly from your vendor to your customer. Purchase orders can be created automatically from PDF or image files from your vendors by using the Incoming Documents feature.';
                }
                action("Blanket Purchase Orders")
                {
                    ApplicationArea = Suite;
                    Caption = 'Blanket Purchase Orders';
                    RunObject = Page "Blanket Purchase Orders";
                    ToolTip = 'Use blanket purchase orders as a framework for a long-term agreement between you and your vendors to buy large quantities that are to be delivered in several smaller shipments over a certain period of time. Blanket orders often cover only one item with predetermined delivery dates. The main reason for using a blanket order rather than a purchase order is that quantities entered on a blanket order do not affect item availability and thus can be used as a worksheet for monitoring, forecasting, and planning purposes.';
                }
                action("<Page Purchase Invoices>")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Purchase Invoices';
                    RunObject = Page "Purchase Invoices";
                    ToolTip = 'Create purchase invoices to mirror sales documents that vendors send to you. This enables you to record the cost of purchases and to track accounts payable. Posting purchase invoices dynamically updates inventory levels so that you can minimize inventory costs and provide better customer service. Purchase invoices can be created automatically from PDF or image files from your vendors by using the Incoming Documents feature.';
                }
                action("<Page Posted Purchase Invoices>")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Posted Purchase Invoices';
                    RunObject = Page "Posted Purchase Invoices";
                    ToolTip = 'Open the list of posted purchase invoices.';
                }
                action("<Page Purchase Credit Memos>")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Purchase Credit Memos';
                    RunObject = Page "Purchase Credit Memos";
                    ToolTip = 'Create purchase credit memos to mirror sales credit memos that vendors send to you for incorrect or damaged items that you have paid for and then returned to the vendor. If you need more control of the purchase return process, such as warehouse documents for the physical handling, use purchase return orders, in which purchase credit memos are integrated. Purchase credit memos can be created automatically from PDF or image files from your vendors by using the Incoming Documents feature. Note: If you have not yet paid for an erroneous purchase, you can simply cancel the posted purchase invoice to automatically revert the financial transaction.';
                }
                action("<Page Posted Purchase Credit Memos>")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Posted Purchase Credit Memos';
                    RunObject = Page "Posted Purchase Credit Memos";
                    ToolTip = 'Open the list of posted purchase credit memos.';
                }
                action("<Page Posted Purchase Receipts>")
                {
                    ApplicationArea = Suite;
                    Caption = 'Posted Purchase Receipts';
                    RunObject = Page "Posted Purchase Receipts";
                    ToolTip = 'Open the list of posted purchase receipts.';
                }
                action("Navi&gate")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Find entries...';
                    Image = Navigate;
                    RunObject = Page Navigate;
                    ShortCutKey = 'Ctrl+Alt+Q';
                    ToolTip = 'Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)';
                }
            }
        }
    }
}