Dynamics AX Bill Viewer

Transition

UW-IT is implementing a new bill viewing system, Dynamics AX Bill Viewer (AX). Over the next several months of the transition, billing information for Technology services and equipment, hourly consulting/labor charges, and possibly others, now will be displayed in AX, while other types will remain in the Rome Technology Services and Equipment Bill (TSEBill). You will be redirected automatically to the correct view from the MyFD application, and you can tell which transactions are in the new AX bill viewer by their ISD Number starting with "UX".

Billing for central IT services through Dynamics AX will expand to all UW units by June. More information will be forthcoming.

About the Dynamics AX Bill Viewer Detail Report

The AX Bill Viewer detail report provides UW-IT customer billing detail that is:

  • Online; for Technology services and equipment, hourly consulting/labor charges
  • Summarized by budget number and object code
  • For the most recent billing cycle as well as for previous months
  • Sortable
  • Exportable to various formats

NOTE: the Long Distance Bill Viewer is not changing, refer to the documentation at: Long Distance Billing

Access

To begin using the AX Bill Viewer you will not need any special permission, other than your UWNetID, as is the case for the ROME Bill Viewer applications. Simply access the Dynamic AX Bill Viewer site.

Using the AX Bill Viewer

You will see a path near the top of the screen indicating you are in the Bill Viewer.
The report filter criteria allows filtering in the order of top left to bottom right (i.e., Year-Month, followed by Org Code, followed by Budget, followed by AcctCode, followed by Service). TIP: After making your choice in the dropdown list, click between the filter boxes to make it save your choices, then the next filter becomes available to make your next choice.

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As you select criteria, the next sequential criteria will be automatically narrowed down to only filter by applicable values. For example, if Year-Month "2014-02" is selected, the Org Code filter criteria will only display org codes that have detail in the month of 2014-02.

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Subsequently, if org code 210-03-03-000 is selected, only Budget values in that org will appear in the filter for Budget, and so on until you've selected all of your criteria to run the report.

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 Click the "View Report" button to the right of the criteria to generate the report.

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View Bills — Bill Summaries

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You now have summarized billing detail displayed. The detail is filtered by the criteria in which you selected above. The detail that is selected per the criteria is grouped first by budget, secondly by object code. Both the Quantity column and Amount column are subtotaled by budget and object code.

Scroll to the right to see the detail of the charges. The first two columns are frozen and will remain on the screen (Budget and Obj Sub).

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Paging navigation is located directly above the report title, below the selection criteria. As well as zoom and find features.

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Export Formats

The export function allows you to export the detail that is currently selected into several formats, including PDF and Excel.

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Troubleshooting

Depending upon the version of Internet Explorer you are using you may need to click the Compatibility view icon. The billing detail may not display, the screen may be blank, etc. This compatibility view may resolve the issue.

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For Help

Contact UW-IT at help@uw.edu or phone 206-221-5000.

FAQ

Partial Month Charge

Some of UW-IT Services will prorate the first month that the item goes on the bill and the last month when the item is disconnected.

The Description indicates the Date of the Partial Month calculation. Dynamics AX will use the Begin-Date or the End-Date to calculate a fraction of the normal Full Month quantity, to cause a Partial Month charge.

Prorate Calculation:
Monthly Rate / activity month days = daily rate
Daily-rate X fractional-quantity = Partial Month Charge (or Credit)

Last modified: March 19, 2014