Microsoft Dynamics AX 2009

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					Microsoft Dynamics AX 4.0/2009:
Microsoft Dynamics AX is an ERP software system that provides business management
solutions for midsize and larger organizations.

Microsoft Dynamics AX is an integrated, adaptable business management solution that helps you
and your employees make business decisions with greater confidence. it works like and with familiar
Microsoft software—easing adoption and reducing the risks inherent with implementing a new
solution. With Microsoft Dynamics AX, your people can work efficiently and make important
business decisions with confidence..

Microsoft Dynamics AX can provide your organization with business value in a single ERP solution
that extends into every area of your operations to help you:

Improve productivity - Familiar, easy-to-use tools and access to Role Tailored information and tasks
enable people to work quickly and make smart, proactive decisions.

Manage change and growth - Scale your business systems and adapt processes easily with a single
ERP solution that can support your strategic initiatives and help manage change in the marketplace,
such as new product launches and mergers and acquisitions.

Compete globally - Manage the complexities of a global organization with one centralized ERP
solution that helps you standardize processes and gain visibility across your organization while
keeping on top of changes in local regulations.

Simplify compliance - Stay ahead of regulatory compliance and reduce risk and liability associated
with corporate governance and customer initiatives.
Microsoft Dynamics AX 4.0 vs. Tally ERP 9


                          Microsoft Dynamics AX           Tally.ERP 9
                          4.0/2009
Company                   Microsoft                       Tally
Intended User             Large Enterprise                Large Enterprise(Not)
                          Mid-Market Business             Mid-Market Business

Operating Systems         Server/Database                 Server/Database
                          Windows                         (Not)
                                                          Windows


Features                   Accounts Payable (A/P)         Accounts Payable (A/P) (Not)
                            Accounts Receivable (A/R)     Accounts Receivable (A/R) (Not)
                            Analytics                      Analytics (Not)
                            Automated Transactions(Not)    Automated Transactions (Not)
                            Budgeting                      Budgeting
                            Business Intelligence          Business Intelligence (Not)
                            Calendar Management           Calendar Management (Not)
                           Costing (Not)                  Costing
                           Customer Relations             Customer Relations
                          Management                      Management(Not)
                           Encryption (Not)               Encryption
                           Enterprise Resource Planning    Enterprise Resource Planning
                          (ERP)                           (ERP)
                           General Ledger                 General Ledger(Not)
                           Human Resources (H/R)          Human Resources (H/R)
                          management                      management(Not)
                           Inventory Management           Inventory Management
                           MS Office Compatible           MS Office Compatible(Not)
                           Manufacturing Management       Manufacturing Management
                           Multi-Currency                 Multi-Currency (Not)
                           Online Accessibility (Not)     Online Accessibility
                           Online Backup (Not)            Online Backup

                          Payroll                         Payroll
                          Point of Sale functionality     Point of Sale functionality

                          Reporting Management            Reporting Management
                          Supply Chain Management         Supply Chain
                                                          Management(Not)
                          Warehouse Management            Warehouse
                                                          Management(Not)
Features (modules)
Microsoft Dynamics AX contains 19 core modules:

Traditional core (since Axapta 2.5)

      General Ledger, composed of ledger, sales tax, currency and fixed assets features
      Bank Management, where cash is received and paid out
      Customer Relationship Management (CRM), where Business Relations (customers, vendors,
       and leads) are contacted and maintained
      Accounts Receivable, where orders are entered, shipped and invoiced
      Accounts Payable, where purchase orders are issued and goods received into inventory
      Inventory Management, where Inventory is valued and managed
      Master Planning, where purchase and production planning takes place
      Production, where bill of materials is defined and manufacturing is tracked
      Product Builder, where product models are created and maintained
      Human Resources, where employee information is kept
      Project Accounting, where projects are created and tracked primarily from an accounting
       perspective
      Basic, where data configuration is performed
      Administration Module, where system configuration is performed



Extended core

The following modules are part of the core of AX 2009 (AX 5.0) and available on a per-
license basis in AX 4.0:

      Shop Floor Control
      Cost Accounting
      Questionnaire
      Balanced Scorecards
      Service Management
      Expense Management
      Payroll Management
      Environmental Management
  Microsoft Dynamics AX Financial Management
Financial Management in Microsoft Dynamics AX helps you automate your business-
critical financial processes so you and your people can be more effective


  Benefits
      Helps you ensure regulatory compliance and expand your business across geographies

      Helps you improve the efficiency of your financial operations and enable strategic planning

      Helps you manage your cash flow effectively

      Provides greater insight into your finances and improves your ability to make the right decisions quickly

      Financial Management in Microsoft Dynamics AX gives you the power to perform fast and reliable
       accounting, financial reporting and analysis. You can extend access to your financial data across your
       company and business community, so that you can improve the efficiency of your existing accounting
       processes.



  Features
 Module: Financials I


General ledger                                  Flexible setup of accounting periods

                                                Fast and reliable year-end procedure

                                                Multiple budgets

                                                Multiple journals

                                                Journal approval procedures

                                                Recurring journals

                                                Validation prior to posting

                                                Allocation based on percentages for accounts, and Dimensions

                                                Extensive tax module for different types of tax calculation and
                                                 reporting


Bank management                                 Reconcile bank accounts

                                                Setup of checks

                                                Monitoring deposits, payments, and bank balances

                                                Electronic import of bank account statements available for some
                                                 countries


Accounts receivable                             Credit control

                                                Flexible terms of payment and cash discounts

                                                Advanced payment schedules

                                                Pre-payment capability
                              Draft handling (bill of exchange)

                              Payment proposal feature with flexible payment method

                              Free text invoicing (non-stock invoicing)

                              Interest calculation functionality

                              Flexible collection letter procedures

                              Export and import formats for electronic payments

                              Multiple currency handling and exchange rate adjustment


Accounts payable              Bridging accounts

                              Flexible terms of payment and cash discounts

                              Advanced payment schedules

                              Pre-payment capability

                              Promissory note handling

                              Payment proposal feature with flexible payment method

                              Invoice registering and approval process

                              Export and import formats for electronic payments

                              Multiple currency handling and exchange rate adjustment


Easy to use                   Intuitive screen layout and structure

                              User-adjustable menus, entry forms and reports

                              Advanced sorting and filter options

                              Built-in user Help including an integrated manual

                              Option to e-mail and fax directly from Microsoft Dynamics AX


Global functionalities        Multi-language capabilities

                              Comprehensive local market functionality

                              Multi-currency and secondary currency handling

                              Currency Converter

                              Euro conversion

                              Exchange rate adjustment handling

                              Intrastate and EU sales list

                              Country-specific bank formats for electronic payments and
                               import of bank account statements


Data analysis                 Powerful financial dimensions for data analysis

                              Flexible report generator

                              Extensive reporting structure

                              Traceability and tracking


Reliability and security      Strong audit trail capabilities

                              System controls and transaction validations

                              Transaction approval
                                                 Extended options for setup of access rights


 Module: Financials II


Advanced General ledger                          Intercompany accounting

                                                 Global consolidations

                                                 Account allocations based on predefined criteria for actual or
                                                  budget amounts

                                                 Cash-flow forecasting and currency requirement calculation

                                                 Posting control extension for Dimensions hierarchy


 Module: Fixed Assets


Asset management                                 Manages the full life cycle from acquisition, depreciation to
                                                  disposition

                                                 Maintains asset status information

                                                 Improves control over fixed assets to drive accuracy and
                                                  timeliness in your accounting results

                                                 Supports five depreciation methods (straight line, declining
                                                  balance, factor, manual percentage and consumption)

                                                 Forecasts using fixed assets budgets




  (2) Microsoft Dynamics AX Sales Orders and Purchasing
Microsoft Dynamics AX is an all-in-one solution that gives you real time connectivity across
your business. Using the Trade in Microsoft Dynamics AX module, you can integrate sales and
purchasing processes with other key functional areas of the system including logistics,
production, warehouse management, financials, the Application Integration Framework, CRM
and master planning.


  Benefits
      Deliver better customer service with more efficient sales processes

      Reduce costs by supporting your purchasing and warehousing processes

      Improve relationships with your customers and suppliers using trade agreements

      Trade seamlessly with your subsidiaries with the ability to manage intercompany orders within one system.

      Achieve better cost control with greater visibility into cost prices and accurate inventory valuation
  Features
Purchase order creation              Purchase orders can be initiated from production orders, sales
                                      orders or inventory coverage rules

                                     Easy creation of purchase orders with direct linkage to the sales
                                      order to support just-in-time purchase for customer
                                      requirements


Sales order creation                 Support for enhanced delivery date control ensuring the correct
                                      calculation of the ship date based on the customers requested
                                      receipt date

                                     Quick entry of order lines

                                     Support for drop shipments


Conversion of currency on open       Real-time conversion of currency on open orders
orders
Easy-to-use price overview           Flexible and comprehensive price calculations for increased price
                                      accuracies and customer services

                                     Quick access to individual customer prices and discounts

                                     Possible to compare cost prices against revenue


Direct open-transaction editing      Settle invoices when posting credit notes

                                     Settle prepayments when posting invoices


Backorders                           Easy creation of credit notes from invoice journals


Alternate items                      Automatic substitution of unavailable items with alternate items


Delivery fulfilment status,          Notification of partial deliveries and remainders on sales order
partial delivery                      documents

                                     Specify acceptance parameters for over or under delivery


Cost price principles                Cost price principles: FIFO, LIFO, standard cost price, and
                                      weighted average

                                     Individual cost price principles per item group


C.O.D. (Cash On Delivery)            Printing of C.O.D. documents when invoicing

                                     Follow-up on C.O.D.s outstanding


Ledger reconciliation                Easy reconciliation of inventory values versus ledger
                                      transactions for revision purposes


Intercompany                         Ability to define and apply different trading policies when trading
                                      between different Microsoft Dynamics AX companies

                                     Real time creation and update of intercompany sales orders
                                      from purchase orders and vice versa

                                     Full order and logistics transparency upstream and downstream
                                      the intercompany chain

                                     Support for master scheduling across companies
                                                Support for automatic payment and settlement

                                                Support for multiple intercompany pricing policies

                                                Support for various degrees of process automation for sales and
                                                 purchase orders

                                                Exchange of information between companies, subsidiaries, and
                                                 distribution centres is possible without having to use identical
                                                 identification for customers, vendors, items, units, etc.


Allocation of miscellaneous                     Different methods of handling miscellaneous charges available
charges                                         Add miscellaneous charges to item cost prices
on cost prices
                                                Post-adjustment of item cost prices possible for allocation of
                                                 subsequent costs


Blanket orders                                  Create release orders directly from the blanket order

                                                View delivery status from the blanket order


Trade agreements                                Set up price, discount, multi-line discounts and total discount on
                                                 customers, vendors, and items as well as groups of these
                                                 customers, vendors and items

                                                Set up prices and discounts in all currencies

                                                Automatically calculates total discounts on orders

                                                Full flexibility to maintain prices and discounts on item and
                                                 inventory dimensions


Returned items                                  Print freight slips and credit notes

                                                Possible to post returned items to scrap, repair or inspection
                                                 and allocate reason codes




   (3) Microsoft Dynamics AX Inventory and Logistics Management
Logistics in Microsoft Dynamics AX gives you the flexibility to manage inventory and
purchasing according to your needs, with functionality to support forecasting, classifying and
tracking inventory and the efficient creation and management of bills of material. The
solution exchanges information with many other functional areas in the solution including
production, master planning, trade, finance and CRM, to help ensure a high degree of synergy
between logistics and other key areas of your business.


   Benefits
      Optimize inventory levels by matching supply with customer demand.

      Improve your inventory management with detailed insight into your inventory and item tracking.

      Improve your materials requirements planning with flexible options for managing bills of material.

      Create bills of material (BOM) quickly and easily using the graphical BOM designer.
  Features
Forecasting                    Create sales and purchase forecasts

                               Use item and period allocation keys to allocate forecasts to
                                individual items and time periods

                               Consolidate sales and purchase forecasts into one inventory
                                forecast


Item dimensions                Characterize single item by using up to three item dimensions:
                                configuration, size and color

                               Rename the size and color dimensions to suit your purpose

                               Maintain valid combinations of item dimensions - can be
                                allocated manually or automatically

                               Specify the number of item dimensions used per group of items

                               Set up specific prices and discounts per item dimension
                                combination


Storage dimensions             Describe storage by using warehouse, pallets and locations

                               Track items using the serial and batch number dimensions


Advanced on-hand tracking      Get overview of current on-hand inventory per warehouse

                               Drill down to current on-hand situation by any item or storage
                                dimension or combination of these

                               Tools for tracking batch and serial numbers throughout the
                                system


Quarantine management          Set aside items in quarantine using quarantine orders, either
                                manually or automatically when receiving items

                               Look up quarantine inventory at any stage in the quality control
                                process


ABC analysis                   Calculate ABC analysis using user defined limits

                               Calculate the ABC analysis based on: revenue, cost value,
                                margin, and carrying costs


Bills of material (BOM)        Multi-level BOMs
Management                     Version and Date control of multiple BOMs

                               Approval routing

                               Formulas for calculation of variable or constant consumption

                               Supports phantom BOMs

                               Variance configurator

                               Allowances for scrap can be made in the consumption
                                calculation

                               Where used feature

                               BOM explosion for materials planning and pricing calculation on
                                all BOM levels
                                        Dependent BOM versions


Placement and storage                   Specify different location and storage policies at both the
                                         warehouse level and the item level

                                        Specify warehouse locations on five levels: warehouse, aisle,
                                         rack, shelf and bin

                                        RFID facilitates accuracy


Graphical BOM designer                  Graphical suite for designing BOMs and gaining insight into
                                         existing BOMs

                                        Based on Microsoft drag-and-drop interface technology

                                        All levels and sub levels of the BOM are visible in a graphical
                                         tree structure

                                        Drag and drop items from the inventory table to the BOM

                                        Drag and drop items from the BOM to the route operations

                                        Circulation check to control which functions can be performed on
                                         certain BOMs

                                        System alerts notify when a BOM is active and should not be
                                         modified


Inventory dimensions              Eight different dimensions to specify exact location of items
                                  in inventory Identification of:

                                        physical location: warehouse and location*

                                        physical location: warehouse, location and pallets

                                        item origin: serial number and batch number

                                        characteristics: configuration, color and size


Barcode support                         Maintain multiple barcodes per item

                                        Read and write the following four different types of bar codes:
                                         EAN128/UCC128, Code 39, Interleaved 2 of 5, Code 128


Serial and batch number control         Stamp a single item or a group of items with a unique number
                                         for tracking


Random-location storage                 Determine the storage location based on rules regarding size,
                                         volume and height

                                        Allocate storage based on priority of picking locations first and
                                         then buffer locations


Arrival journals                        Use for item registration

                                        Make items available on-hand in inventory immediately after
                                         posting of arrival journal

                                        Have the option of either manual or automatic suggestion of
                                         arrival and output locations according to storage and item setup


Warehouse locations                     Specify warehouse locations on five levels: warehouse, aisle,
                                         rack, shelf and bin


Pick & shipments                        Drill down output orders to possible pick locations through the
                             shipment journal

                            Send out electronically advanced shipping notification (ASN) to
                             the receiver

                            Specify that shipments are sales order specific or customer
                             specific

                            Include shipments for multiple orders per customer


Output orders               Release order picking sales order ensures you have stock on
                             hand to multiple
                             orders

                            Derive output orders from sales order lines or production order
                             lines

                            Generate output orders as requisitions to warehouse

                            Define shipments so that they result in the creation of optimized
                             picking routes


Different pallet types      Create pallet transports from the following order types: input,
                             output or refill orders

                            Allocate prioritization to order types

                            Consider different pallet types corresponding to different sizes
                             when selecting locations

                            RFID registers the pallets, inventory items and controls them
                             throughout the
                             supply chain


RFID & bar-coding           Read and write the following five different types of bar codes:
                             EAN128/UCC128,
                             Code 39, Interleaved 2 of 5, Code 128.

                            Read and write to RIFD-EPC tags

                            RFID registers pallets and inventory items and controls them
                             throughout the
                             supply chain

                            Print pallet label, location label and bill of lading labels
                             containing bar codes


Quarantine management       Specify quarantine requirements at the item level

                            Automatically send and lock quarantine items pending
                             inspection to the quarantine warehouse
   (4) Microsoft Dynamics AX Manufacturing and Production Scheduling
Production in Microsoft Dynamics AX gives you real-time insight into your manufacturing
processes to help increase both your production efficiency and profitability, while helping to
reduce your overall costs.


   Benefits
      Minimize lead times and satisfy customer demand with flexible scheduling options

      Control the utilization of your manufacturing resources for optimum performance

      Track production progress and easily make changes to increase production efficiency and reduce costs

      Production in Microsoft Dynamics AX comprises three modules: Production I, which includes basic
       production functionality for handling material flow; Production II, which allows you to plan and execute
       routes, operations and rough capacity planning; and Production III, which includes Gantt chart scheduling
       functionality, job management and detailed production scheduling.



   Features
 Module: Production I


Creation of production orders                  Manual creation of production orders

                                               Create production orders through planned production orders in
                                                Master planning

                                               Create production orders directly from a sales order line


Production orders                              Production groups – provide categorization for posting to the
                                                general ledger

                                               Production pools – allow production orders to be grouped for
                                                scheduling

                                               Quick overview of the status of the production order

                                               Tracking actual production costs against estimated

                                               A production order can be split into two or more orders


Subcontracting                                 Purchase of services from subcontractors

                                               Vendor delivery note

                                               Vendor account and warehouse

                                               Link sub-contractor purchase orders to the production order


Production Bill of Materials                   Standard BOM is copied to Production order, from where it can
                                   be modified, if needed

                                  Supports Measurement formulas to calculate consumption

                                  Supports negative quantity on BOM lines to handle by-products
                                   of production


BOM line type               Each item within a BOM can be controlled by a line-type. A
                            given item can be handled as:

                                  Sub-production

                                  Phantom BOM

                                  Subcontract

                                  Normal item


Scheduling                        Production scheduling can be done forward or backward with
                                   different dates as starting points based on lead time of raw
                                   material

                                  Finite or infinite material and capacity scheduling


Production status           A production order goes through the following steps:

                                  Created

                                  Estimated

                                  Scheduled

                                  Released

                                  Started

                                  Report as finished

                                  Costed


Production status control         The production order can be rolled back and deleted if required
                                   until the costed stage


Financial integration             On-line updating of WIP ( items in process and work centers in
                                   process ) and actual cost to the general ledger when updated in
                                   Production


Production consumption            All consumption is reported through journals. Journals can be
                                   automatically generated and/or posted.

                                  Support for pre-deduct and post-deduct of item and resource
                                   consumption

                                  Scrap can be handled either as a constant or a variable
Module: Production II


Multiple route versions         Manual creation of production orders

                                Create production orders through planned production orders in
                                 Master planning

                                Create production orders directly from a sales order line


Multiple BOM versions           Production groups – provide categorization for posting to the
                                 general ledger

                                Production pools – allow production orders to be grouped for
                                 scheduling

                                Quick overview of the status of the production order

                                Tracking actual production costs against estimated

                                A production order can be split into two or more orders


Route complexity                Purchase of services from subcontractors

                                Vendor delivery note

                                Vendor account and warehouse

                                Link sub-contractor purchase orders to the production order


Route simplicity                Standard BOM is copied to Production order, from where it can
                                 be modified, if needed

                                Supports Measurement formulas to calculate consumption

                                Supports negative quantity on BOM lines to handle by-products
                                 of production


Scheduling                Each item within a BOM can be controlled by a line-type. A
                          given item can be handled as:

                                Sub-production

                                Phantom BOM

                                Subcontract

                                Normal item


Production release              Production scheduling can be done forward or backward with
                                 different dates as starting points based on lead time of raw
                                 material

                                Finite or infinite material and capacity scheduling


Ledger integration        A production order goes through the following steps:

                                Created

                                Estimated

                                Scheduled

                                Released

                                Started
                                         Report as finished

                                         Costed


Operation components                     The production order can be rolled back and deleted if required
                                          until the costed stage


Scrap calculations                       On-line updating of WIP ( items in process and work centers in
                                          process ) and actual cost to the general ledger when updated in
                                          Production


Shop floor print outs                    All consumption is reported through journals. Journals can be
                                          automatically generated and/or posted.

                                         Support for pre-deduct and post-deduct of item and resource
                                          consumption

                                         Scrap can be handled either as a constant or a variable


Cost tracking                            Detailed tracking of cost related to resources and throughput

                                         Include work center costs in production cost estimation

                                         Ability to use automatic work center consumption when starting
                                          or finishing productions


 Module: Production III


Gantt chart                              Graphical presentation of a production schedule

                                         Enables rescheduling by dragging and dropping


Task group                               Use of alternative work centers for an operation in case of
                                          scheduling overloads

                                         Basic rules for which alternative work centers can be used


Bottleneck scheduling                    Rescheduling can be centered on a known bottleneck


Job monitoring                           Ability to track the setup job or the process job per operation

                                         Report resource consumption based on job number


Scheduling properties                    Schedule operations that require the same work center setup
                                          concurrently




   (5) Microsoft Dynamics AX Human Resource Management
Human Resource Management in Microsoft Dynamics AX can give you deeper insight into the
status of individual employees, an overview of your entire organization and the strategic tools
you need to develop the human resources upon which your business goals depend.
  Benefits
     Easy overview through simple structuring of organizational units and job profiles

     Analyze the efficiency and well-being of your organization by monitoring employee absences

     Identify skill gaps to determine required employee development

     Helps streamline course administration

     Optimize relationships with employees through personalized self-services



  Features
Core Human Resource                    Use the employee database as a central repository to store
Management                             personal data such as contact information for employees and
                                       their dependents, equipment loans, contract, and payroll
                                       information. This is the only place you will have to look for
                                       employee-related information and the only place you need to
                                       implement updates. Historical data is available at any time.
                                       Employee résumés comprise skills, educations, training, work
                                       experience, and certificates.

Organization Management                Construct your formal (line and staff units) and informal
                                       (matrix and project) organizational structures. Organization
                                       unit information is complete with affiliation history and
                                       visual, function-oriented organizational charts. The job
                                       profiles help you specify the scope of your employees’
                                       positions with standard job descriptions, areas of
                                       responsibility, work tasks and accomplishments. This helps
                                       you get a comprehensive picture of the competencies that an
                                       employee must have in order to fill any of the vacant
                                       positions within your business.

Recruitment                            The recruitment features helps you control and automates
                                       many of the simpler tasks associated with recruiting. You can
                                       set up standard communication procedures for dealing with
                                       job applicants. Categorize and track correspondence,
                                       meetings, and phone calls. Automated correspondence via
                                       Microsoft® Word integration and Microsoft Outlook®
                                       integration support for email correspondence and interview
                                       administration. Mass hire functionality support can be
                                       particularly useful for production companies that often take
                                       on entire production teams for a limited time period.

Absence Management                     You can monitor employee absences, to identify trends in
                                       absenteeism, and be proactive in offering assistance to
                                       employees. Profiles for each type of absence such as
                                       vacation, illness, disability, pregnancy and parental leave can
                                       be registered and administered. The profiles can contain a
                                       wide range of variables, such as dates and manager
                                       approvals. You can easily get an overview of the number of
                                            absences and their cause for any given time period.

 Competence Management                      Maintain a skill catalog containing structured descriptions of
                                            skills relevant to your business’ current requirements and
                                            future needs. Registration of skill levels and experience and
                                            graphic tools for employee skill gap analysis enable you to
                                            identify areas of strength and weakness. Skill searches
                                            supporting filtering and weighting of skills enable you to
                                            match the right employee to the right task, at the right time.

 Employee Development                       Conduct structured appraisal interview with employees.
                                            Integrating Microsoft Outlook into the appraisal dialog
                                            process allows you to book meeting times directly in attendee
                                            calendars. Development planning capabilities help your
                                            employees define challenging and compelling career goals
                                            that reflect your business strategy.

 Course Administration                      Administer training courses by specifying target groups,
                                            course identification, location, instructor and participants, and
                                            the issue of course certificates. Manage events and monitor
                                            agenda, tracks and sessions. The system provides an
                                            overview of the courses an employee has completed to help
                                            you review his or her skills and competence areas.




  (6) Microsoft Dynamics AX Project Accounting and Project Mgt.
Project Accounting in Microsoft Dynamics™ AX is a complete and easy-to-use module that
helps you efficiently manage project accounting across your company with full financial
overview and controls and full real-time integration into SCM and financial modules.


    Benefits
       Help improve oversight of your operations to maintain tighter control of project accounting and drive
        efficiencies.

       Help improve productivity

       Obtain strategic business insight
  Key Features
                                     Intuitive layout and structure with user-adjustable menus,
Easy to use                           forms and reports with built-in help

                                     Employees or consultants can enter their hours via the Internet
Record important details
                                     Make your expense, item and fee transactions through journals

                                     Create your own project hierarchy

                                     Follow up on the delivery status of delivery and purchase and
                                      sales orders

                                     Use flexible line property set-up to capture chartable and non-
Streamlined invoicing                 chartable costs

                                     Adjustment of transaction before creating your invoice proposal

                                     Edit invoice proposal before final invoice

                                     Use invoice control to follow-up on the chartable status of a
                                      project against the quotation

                                     Time & material, cost and time projects
Project management
                                     Use the wizard to copy project hierarchy

                                     Tight integration with General Ledger in Microsoft Dynamics AX
Accounting control                    and supply chain management tools

                                     Follow up on budgets versus actual and transfer budgets to
                                      ledger

                                     Standard reports to report profit & loss, work in progress,
Inquiry, reporting and analysis       consumed costs, payroll allocation and invoice on account from
                                      the 3 primary view which is, project category, employee/items

                                     The above report can be printed for one period, two periods or
                                      actual versus budget

                                     Graphical overview of project hierarchy structure with available
                                      Gantt charts

                                     Fixed-price projects
Handling long term projects
                                     Invoicing based on a milestone plan

                                     Create estimate to control work in progress based on completed
                                      percentage or completed contract

                                     Investment project helps capitalize cost of a project to your
                                      fixed assets

                                     Periodically match cost and revenue in the same ledger period
Work in progress & revenue
recognition                          Accrue revenue on time of the cost, alternatively move the cost
                                      to the time of the revenue by posting WIP to cost value or sales
                                      value

                                     WIP can be handled on time & material, fixed price and
                                      investment projects
Microsoft Dynamics AX ERP Implementation
   Dynamics AX Financial Management
        o General Ledger and Chart of Accounts Setup
        o Financial Dimension with Dimensional hierarchy
        o Bank Management and Setup
        o Bank Reconciliation
        o Accounts Payables
        o Vendor Check Runs and Electronic Payments
        o Accounts Receivables
        o Budgeting with Revisions and Approvals
        o Journal Approvals and workflow
   Procurement & Supply Chain Management in Dynamics AX
        o Vendor Management
        o Purchasing
        o Purchase Requisitions
        o Vendor RFQ and Quotes
        o Workflow for Purchase Approvals
        o Automated Purchase Orders
        o MRP and Master Planning
        o Vendor Managed Inventory
        o Automated Vendor notifications for Drop ship
        o Automated 3 way matching of PO, Invoice and Goods Receipt Note/ Vendor Packing Slip
        o Vendor Statistics and Performance Management
   Sales Orders & Customer Service
        o Customer Management
        o Credit Limits and Customer Profile Management
        o Sales Order Management with notes for customer service
        o Order Fulfilment
        o Customer Rebate Management
        o Sales Commissions Setup and automated calculation
        o Multiple deliveries per order
   Dynamics AX Inventory Management and Warehousing
        o Item Master configuration with Attributes and SKUs
        o Item Dimensions including Lot Number, Batch, Serial Number and Location control
        o Bill of Materials (BOMs) & Formulas
        o Bar-Coding Support in Microsoft Dynamics AX
        o Min Max and Requirements Management
        o UNSPSC and other commodity classifications
        o Inventory Costing including LIFO, FIFO, Standard Costing, Weighted Average Costing and FEFO
        o Bin, Location, Aisle and Pallet Management
        o Directed Pick and Directed Put-away
        o Yard Management & Cross-docking
   Dynamics AX Production and Manufacturing
        o Production
        o Routes and Operations Configuration
        o Work Centres and Route Planning
        o Job Costing
        o Production Planning
        o Shop Floor Control
   Expense Management
        o Business Policies and Expense rules
        o Workflow for multi-level expense approvals
        o Employee web portal for expense entry
        o Ability to attach and view expense receipts
        o Integration with General Ledger and Accounts Payable
   Dynamics AX HR Management and Payroll
        o Balanced Scorecard
        o Business Process Management
        o Human Resource Management
        o Payroll
   Dynamics AX Project Management and Project Accounting
       o Project Budgeting
       o Tracking of Project Costs such as Labour, Vendor Purchases
       o Expense Tracking to Projects
   Dynamics AX CRM and Sales and Marketing
       o Marketing Automation
       o Sales Management
       o Sales Force Automation
       o Telemarketing
   Dynamics AX E-commerce and Web Portals
       o Enterprise Portal
       o Ignify ecommerce for Dynamics AX

				
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posted:4/14/2011
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Description: This document is made by myself after study about MS Dynamics AX