Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

PUBLIC SECTOR INDUSTRY SOLUTION SWAMY NARAYANA & NEIL ROBINSON SESSION CODE : BRK258 MICROSOFT DYNAMICS AX R&D MICROSOFT CORPORATION

DISCLAIMER ©2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice. Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Today We Want to… PUBLIC SECTOR

Components in Action Today

Today we will show you…

Pains and challenges

E2E Process : Third party billing Define billing rules Define custom fieldsCreate invoice

DEMO 4: Bill a 3rd party for the services PersonaPain Points and ChallengesFeatures Covered Arnie Accurately bill for the services provided to citizen Capture all the information required for calculating the amount for the invoice Efficient process to increase collection rate Billing engine Programmability

demo Bill a 3rd party for the services

DEMO 4: Bill a 3rd party for the services PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Arnie Accurately bill for the services provided to citizen Capture all the information required for calculating the amount for the invoice Efficient process to increase collection rate Billing engine Programmability Workplace Modernization Insight & Fiscal Accountability Improved Citizen Services

When to use the Feature AX 2012 FeatureWhen to use it Billing Engine Bill/Invoice customers Calculate invoice amount using different custom attribute values Calculation involves simple expressions

E2E Process : Responding to a citizen report Citizen Portal Create a case Create PO Release against PA Review invoice and post Vendor Self service - invoice Entry

DEMO 1: Responding to a citizen report PersonaPain Points and ChallengesFeatures Covered Charlie Track citizen issues from initiation to closure Ensure Departments are working quickly and efficiently Procurement agreement Case management Phyllis Comply with budget plans before commitment with vendors Budgetary control Commitment accounting

demo Responding to a citizen report

DEMO 1: Responding to a citizen report PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Charlie Track citizen issues from initiation to closure Ensure Departments are working quickly and efficiently Procurement agreement Case management Improved Citizen Services Open Government Phyllis Comply with budget plans before commitment with vendors Budgetary control Commitment accounting Insight & Fiscal Accountability Governance, Risk & Compliance

When to use the Feature AX 2012 FeatureWhen to use it Budget Control To control expenses based on approved budget Use in expenditure cycle, specifically in Procure-to-Pay cycle Commitment Accounting To record pre-encumbrance and encumbrance in ledger Track relieve of commitments when a downstream document is recorded Procurement Agreements Establish price, quantity and amount agreements with vendor without a delivery schedule

E2E Process : Expenditure analysis Review Budget Balances Create PO Change Order Process a budget transfer Review budget check results Confirm the PO

DEMO 2: Expenditure analysis PersonaPain Points and ChallengesFeatures Covered Vince Monitor actual against budget Take appropriate actions to avoid disruption to essential services Track all modifications to contract Budget tracking Budget transfers Change order processing

demo Expenditure Analysis

DEMO 2: Expenditure analysis PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Vince Monitor actual against budget Take appropriate actions to avoid disruption to essential services Track all modifications to contract Budget tracking Budget transfers Change order processing Workplace Modernization Insight & Fiscal Accountability Governance, Risk & Compliance

When to use the Feature AX 2012 FeatureWhen to use it Budget Tracking Budget Vs. Actual tracking in real time Make informed decisions View the detail transactions related to budget amounts Budget Transfers To track movement of budget after budget is approved Apply policies on when and who can transfer budget Change Order processing Track Changes to confirmed PO Record increase/decreases in the ledger for commitment accounting

E2E Process : Receive a new project grant Receive Grant Award Update Project contract Record Project Expenses Record the Customer invoice Generate Invoice Proposals

DEMO 3: Receive a new project grant PersonaPain Points and ChallengesFeatures Covered Prakash Safeguard and promote the environment while maximizing tax payers money Track all grants from application to award Define funding rules for projects so external funding sources utilized to the maximum extent Project budget control Funding sources/grants Project contracts

demo Receive a new project grant

DEMO 3: Receive a new project grant PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Prakash Safeguard and promote the environment while maximizing tax payers money Track all grants from application to award Define funding rules for projects so external funding sources utilized to the maximum extent Project budget control Funding sources/grants Project contracts Improved Citizen Services Insight & Fiscal Accountability Governance, Risk & Compliance

When to use the Feature AX 2012 FeatureWhen to use it Grant Tracking To track grants from request to award Restrictions on use of grants Project contracts Association of grants to project as funding sources Rules for using grants for project expenses (funding limits and priorities)

Extension example : French commitment scenario PersonaPain Points and ChallengesFeatures Covered Viktor Support France Public Sector requirements Compete effectively using AX marche de public engagement mandat de paiement

Budgeting and P2P - Localization for France Reserved by Release to Referenced by Budget Purchasing/ AP Invoiced by Accounting SYS French/public sector enhancement Attached to Recorded in Referenced by Budget Purchase order Vendor invoice General ledger Mandat de paiement Commitment Purchase agreement

Extension example : French commitment scenario PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Viktor Support France Public Sector requirements Compete effectively using AX marche de public engagement mandat de paiement Faster to market Less customization means easier to upgrade and implement

Top 10 Tips from the Session 1.Extend the core framework/concepts instead of writing your own 2.Use eventing when you need to customize 3.Use custom dimension for simple value and description types 4.Use entity backed dimension where additional attributes are required 5.Establish your budget at the level the actuals are tracked 6.Use budget group to control if budget can be consumed from other accounts 7.Include draft budget in available budget amount calculation for certain budget types 8.Use billing engine for simple customer billing scenarios 9.You are not required to enable change management for PO 10.Develop sub-vertical solutions using the extensible framework and Dynamics AX as platform

What we showed you today… Citizen service integrated with purchase agreements and invoicing Budgetary reporting, tracking, and change order processing The integration of budgetary control, transfers, and invoicing How to use grants as a funding source for projects How to generate free text invoices with a billing engine for calculated amounts How to extend the Public Sector industry solution to create custom solutions for a region or sub-industry

Related sessions BRK239: Budgetary Control and Commitment Accounting BRK246: Purchase Order Management BRK252: Project Management and Accounting for Every Industry BRK240: Managing the Accounts Payable Process BRK245: Employee Self-Service Procurement through to Purchase Order Creation BRK241: Managing the Accounts Receivable Process from Invoicing to Payments to Collections CHK205: Financial Data Architecture Q&A CHK207: Financial Distribution Q&A

Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.