Creating an XDS Policy with performance in mind
Creating Your Own Custom Favorites
1. In AX 2012, on the Accounts receivables area page, right-click on All sales orders (Accounts receivables > Common > Customers > All Customers).
2. From the context menu, click Add to Favorites.
3. Notice that All Customers is now listed in your Favorites area of the Navigation pane.
4. Click on your new All Customers favorite and personalize the form to add the CustomerΓÇÖs State to the grid.
5. Apply the filter State = TX. Notice that your list page name now says All Customers (Unsaved filter) and notice that the list page only shows sales orders for Customers in Texas.
6. Click the small arrow next to the list page name and click Save as filter. Give your Filter an appropriate name like Customers in TX.
7. Click File > Favorites > Organize favorites.
8. Select the favorite that you created in step 2 and then click Edit query.
9. In the Query field, select the filter that you saved in step 6 and then click OK.
10. In the Organize favorites form, click Rename and rename your favorite as ΓÇ£All Customers in TXΓÇ¥ and then click OK twice.
11. On the Navigation pane, in the Favorites list, click ΓÇ£All Customers in TXΓÇ¥ and notice that the All Customers list page is displayed and already filtered to show only the customers in TX.
