Scenario:
Users must be presented with a warning message before a direct delivery purchase order is created for a vendor in exclusion list.
You must implement validation to check whether a proposed direct delivery purchase order vendor is on the exclusion list for the customer and product combination.
Topic 1, World Wide Importers
Current environment
Requirements
Customers may place orders by email, phone, or by using the company's website. The company authorizes and processes credit card transactions by using a web-based application. Customer, inventory, supplier, and other master and transactional data is stored in a legacy database.
The company collects feedback from customers by phone or a form on the company's website and maintains the data in a Microsoft Excel workbook.
Wide World Importers runs on-premises applications to manage payroll and workers compensation. The company has a set of Microsoft Power Bl dashboards that present data from a reporting database.
The company creates a Lifecycle Services (LCS) implementation project and completes Dynamics 365 Finance onboarding.
The company maintains production, quality assurance (QA). development, user acceptance testing (UAT), and build environments.
General
* You must configure a cloud-based Dynamics 365 Finance development environment and enable code extensions that support updates.
* You must configure version control and a Build environment.
* You must migrate all legacy data to the new system.
* You must implement best practices for X++ coding, the data model, caching, and security.
* All new code must be unit tested in a development environment and then validated by the QA team before code is added to source control.
Business processes
* You must configure vendor trade agreements.
* Products must be shipped directly from suppliers to customers depending on customer location to save indirect costs.
* You must collect customer feedback on products shipped directly from vendors.
* You must deploy code to a UAT environment for testing before deploying code to production.
* You must validate all entries for the purchase order creation form.
* You must develop a web portal that allows customers to browse products, place orders, and check order status. Product data for the web portal must be integrated as periodic batches.
Business systems
* You must install and configure a third-party solution for credit card processing within Dynamics 365 Finance. The third-party company will provide a deployable package.
* The workers compensation application must be able to call an API to update worker compensation details in Dynamics 365 Finance.
* You must develop a process to import payroll journals into the system.
* You must configure the warehouse mobile device portal for warehouse operations.
* You must install a third-party solution to support web portal integration. The solution is supplied as a source code model file.
You must develop a new solution to maintain a Vendor exclusion list for each customer and item combination. The solution must meet the following requirements:
* Isolate all new vendor exclusion codes as a new assembly by creating a table named Vend Exclusions.
* Create an index for the table named Primaryldx that uses the following fields: CustAccount, Itemld, VendAccount.
* Ensure that users can open the Vendor Exclusion list report from the customer master form. The list must display the customer account Item ID, and Vendor account fields.
* Implement the Excel integration for the Vendor Exclusion List form.
* Provide functionality to periodically export the Vendor exclusion list to prepare reports by using standard reporting capabilities of Dynamics 365 Unified Operations.
* Develop necessary security permissions to view and maintain the new Vendor exclusion list functionality and reporting. Users with maintain rights will be able create, update, and delete the exclusion list. Permissions must be assigned to security roles to match company security model.
* Maintain referential integrity with other tables.
* Users must be presented with a warning message before a direct delivery purchase order is created for a vendor in exclusion list.
* Sales managers must be alerted when a new exclusion record is added to the system.
Security
* You must implement the record level audit feature to identify the users who created the record.
* Grant specific users rights to maintain the vendor exclusion list by using Excel.
* You must implement validation to check whether a proposed direct delivery purchase order vendor is on the exclusion list for the customer and product combination.
Issues
User1 is not able to access many features in the system. You must provide User1 administrator rights.
A sales manager suspects a data-related issue in the vendor exclusion list. User1 must identify the user who created the referenced exclusion records.
Developed joins the company and does not have access to a development environment or source control.
User2 reports performance issues when they generate direct delivery purchase orders after current updates are applied.
User2 reports that they cannot access new functionality and reports.

Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/database/dbmovement-scenario-exportuat#back-up-to-the-asset-library

https://community.dynamics.com/ax/b/nevoitechax/posts/what-is-recid-in-microsoft-dynamics-ax-365fo
Topic 2, First Up Consultants
Business Requirements
All new and extended objects must be located in an existing model named FinanceExt. The creation of new models is not permitted.
Best For You Organics Company requires that First Up Consultants apply specific minimum invoice amounts to each cash discount record. A cash discount may only be applied when the minimum invoice amount requirement has been met. The new field must be added to the CashDisc form grid with the allowable visible number of characters set to 10.
First Up Consultants must retrieve the required Cash Discount methods and corresponding minimum invoice amounts directly from Best For You Organics Company's enterprise resource planning (ERP) system.
The Chief Financial Officer (CFO) requires the following reports:
A report that shows all outstanding invoices, their cash discount types including the new minimum threshold applicable, and the amount of the discount. The report must only be accessed by users who are members of the Accounts Payable Manager role.
You must create a Microsoft Excel workbook that lists unpaid invoices to Best For You Organics Company that have a due date earlier than 5/1/2019 and an Invoice Amount between $20,000 and $100,000.
Cash discounts for unpaid invoices must be updated with the new minimum invoice amounts.
Technical Requirements
You must be able to filter the grid on the Vendor Invoices Past Due form. By default, you must filter the form based on the Due Date, Invoice Amount, and Vendor columns. Users must be able to apply reusable user-specific filters to a page using multiple fields.
CashDisc form
You must extend the CashDisc form to add a new field named MinimumlnvoiceAmount to the form. You must add a new Extended Data Type to the extension model for the new field. The new field must be added above the discount method field. The field must display 10 characters.
The accounts payable manager and the accounts payable clerk have Delete access to the form. You must alter permissions to limit accounts payable clerks to have only View access to the form.
Cash Discount Records report
You must create a report that shows a list of CashDisc records. You must include the MinimumlnvoiceAmount field and filtered data by using the CashDisc.DiscMethod field. Applicable security objects must be created in the existing "FinanceExt" model and configured so the report is accessible by those users mapped to the accounts payable role.
Batch jobs
You must create a batch job that runs on the last day of each month to update the current unpaid invoices with changes in the minimum invoice amount. The job must meet the following requirements:
* Accept the following parameters: Vendor, DueDate.
* Be callable by an Action menu item.
* Allow users to specify vendors to include in the job.
You must create a batch job to identify modified CashDisk MinimumInvoiceAmount values and apply these to open Purchase Lines.

e
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/develop-composite-data-entities