Dynamics AX 5.0 pre-view 4/19/2017 9:41 AM

Dynamics AX 5.0 pre-view 4/19/2017 9:41 AM
©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Examples of new features in AX 5.0
Workflow Expense reporting Multicompany extended New Finance Features New Supply Chain Features E - signature Please note that these features illustrated, are not garanteed to be available in the final release of Dynamics AX 5.0. ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Workflow Overview Runtime Configuration Design Workflow Started
Workflow Instance Workflow Task Workflow Step Workflow Approval Workflow Step Ken Design Workflow Step Workflow Task Workflow Template Workflow Completed Isaac Michael

Design – Workflow Categories
4/19/2017 9:41 AM Design – Workflow Categories Provides simple categorization scheme for workflow templates Can be associated to an Axapta module ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Logical Approval Workflow
4/19/2017 9:41 AM Logical Approval Workflow Workflow Start Approval Start Legend Step Start Event Work Item Acknowledgement Provider callbacks Complete Infrastructure callback Approve Reject Request Change Complete ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Logical Task-based Workflow
4/19/2017 9:41 AM Logical Task-based Workflow Workflow Start Legend Task Start Event Init Acknowledgement Provider callbacks Work Item Infrastructure callback Outcome1 Outcome2 OutcomeN Complete ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Logical Architecture View
4/19/2017 9:41 AM Logical Architecture View IIS Workflow Requests AOS .NET Business Connector Workflow Web Services Workflow Runtime (IIS) Messaging Batch Job Workflow Runtime (AOS) Message Queue Workflow Services Client Windows Workflow Foundation & Services App Code Workflow Forms and Controls Events/Callbacks ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Architecture View – Workflow Runtime (IIS)
Next Generation Business Solutions Platform Strategy Review 4/19/2017 9:41 AM Architecture View – Workflow Runtime (IIS) IIS (Application Pool) Workflow Web Services BC Facade Workflow Message & Instance Manager Workflow Activities & Services Windows Workflow Foundation 8 © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Architecture View – Workflow Runtime (AOS)
Next Generation Business Solutions Platform Strategy Review 4/19/2017 9:41 AM Architecture View – Workflow Runtime (AOS) Client Workflow Forms and Controls AOS Workflow Application Framework Configuration Communication Messaging Tracking Work List Metadata 9 © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Architecture Drill Down
4/19/2017 9:41 AM Architecture Drill Down Providers Events Work list Messaging Dynamic XAML Generation Security Deployment ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Workflow Activation – XAML Generation
AOS Workflow Runtime (IIS) Activate WS Batch Job Activate Message Generate XAML WF Runtime Activate Instance ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Workflow Security Security Scenarios User interaction with workflow
4/19/2017 9:41 AM Workflow Security Security Scenarios User interaction with workflow Work item, submit, admin functions AOS to IIS web service request Activation, work item response, event acks IIS to AOS synchronous request Providers, work item creation IIS to AOS asynchronous request Events ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Workflow configuration set up
4/19/2017 9:41 AM Workflow configuration set up 13 ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

4/19/2017 9:41 AM ©2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

4/19/2017 9:41 AM Multicompany Centralized AP Payments Process AP payments for multiple companies in one step Centralized Cash Receipts Process AR payments for multiple companies in one step Centralized Customer Statements Send one customer statement for transactions in all companies Eliminations Generate elimination transactions for streamlined consolidated reporting Intercompany allocations Allocate GL account balances across companies Enterprise Model visualization Visually review the Physical, Legal, and Logical relationships between your companies ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Generated Allocations
Transaction How Processing begins with an allocation request to process an allocation rule During transaction entry in interactive mode with the user When Typically run in batch mode, as a periodic process Allocation is triggered via association to ledger account during entry Where Allocation results can be posted directly to ledger or previewed (“What if analysis”) Distribution to accounts and dimensions occurs during posting of transaction Types Generated allocations (New!) Transaction allocations (Existing functionality) May be intercompany, if necessary Methods Basis Fixed percentage Fixed weight Spread-even Formulas Partner session Can I tie into it from sales/purchasing? No, it is based upon GL distributions In the US, you mainly use cost accounting for reallocations. This would replace that module in the US. They would run the allocations monthly.

Basis Allocation $30,000 Resulting Journal Current Office Sales
Basis results Current Office Sales $125,000 ,000 ,500 Source value Advertising Exp A/C # 6830 $30,000 Basis Rule Office 10 = 85% Office 20 = 10% Office 30 = 5% Resulting Journal DB $25,500 DB ,000 DB ,500 CR 6830.Contra ($30,000) Target Office A/C # $25,500 $3,000 $1,500

Compliance Center Feature goals
4/19/2017 9:41 AM Compliance Center Feature goals Provide central location where important compliance related information can be viewed and monitored by role (s) responsible for managing compliance across organization Provide simple navigation starting point Enable ability to customize per role Dynamics AX Compliance Center will empower businesses to: Increase controls and reduce cost of compliance Increase efficiency of compliance processes Manage overall risk associated with compliance ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

KPI Drill down This is based on a sample KPI I created using a sharepoint list to enter the data values to drive the calculations

Run Multisite Activation Wizard
4/19/2017 9:41 AM Multisite Activation Upgrade to Dynamics AX 5.0 Multisite Inactive Sites can be defined Sites can be associated with master data Warehouses Production units Work centers … Site is not active in any inventory dimension groups Multisite Active Site is active in all inventory dimension groups Site is required on all inventory transactions Site is required on all tables “owning” inventory transactions Order lines Production orders Inventory journals Site has been added to all old inventory related transaction Run Multisite Activation Wizard ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Multisite Activation Wizard
4/19/2017 9:41 AM Multisite Activation Wizard Self-Check Validate multisite configuration Validate transaction “integrity” Transactions with same Lot Id (InventTransId) must end up on same site Enable site in all dimension groups Populate site field on master data Customer, vendor, item, route version, item coverage, … Add site to all inventory related transactions Cleanup unused InventDim combinations ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Site Specific BOMs And Routes
4/19/2017 9:41 AM Site Specific BOMs And Routes Define BOMs and routes per site Site new criterion for BOM/Route selection Will be considered by master planning going forward ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Production Units A production ”dimension” Unique per site
4/19/2017 9:41 AM Production Units A production ”dimension” Unique per site Simplifies BOM maintenance Used for filtering in key production forms Not stamped on inventory transactions ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Controlling By Site Cost price per item/site
4/19/2017 9:41 AM Controlling By Site Cost price per item/site BOM calculation per item/site Standard cost per item/site ProductionVariance per site CostPriceVariance for transfers between sites Cost reports site enabled ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

AX5 SCM Features Trade and Source
Process Areas Features Sales RFQ Invoice based on packing slip MSCRM integration Fundamentals Home pages Multisite Workflow Alerts AIF BI E-Signature Customer service Customer returns management Service management Logistics operations Purchase requisitions Invoice posting engine performance Improved picking process Shipment process Arrival process Production operations New Lean manufacturing module Improved master planning performance New & improved cost management Operations Key Investment Areas Trade and Source Purchase Requisition Homepages for Vince, Inga, Kevin and Susan Approval hierarchy AIF Collaboration enhancement MS - CRM integration Deliver Return management – customer returns Service dispatching Role based home pages Service Level Agreement (SLA) feature Tighter integration between sales and service Inventory 5 x Pick reduced to 1 picking process Shipping process incl. UI Arrival process incl. UI E-signature (life sciences) Homepage for Ellen (and Vince) Manufacturing Multi site (Sites, BOM & Routes enabling Master planning) Master planning - Performance improvements Lean Manufacturing (Acquisition of Ebecs) Other (Gantt extensions, home page for Vince) Control Product costing inventory Valuation: Standard Cost (elimination of Inventory Close and traceability) Weighted Average Performance Cost control Multi-site costing Increase application competitiveness (New application areas) - Breadth in production & logistics – Lean, ETO, ECM etc.. Depth in Financials & PA People Ready App (Contextual insight Collaborative work processes) - Business insight surfaced through Role based home pages Analytic based “Collaborative Apps - Demand planning, Budgeting Stronger Fundamentals & improved CPE (Improve existing application areas) - Performance/Scale, Multi-Company, Single Instancing “Top 10 lists”, UX Health, Module updates, Incubations Engineering Product Builder enhancements

Sales processes Features: Personas: Pain Points: 4/19/2017 9:41 AM
Susan Susan Personas: Susan (Sales Order Processor) Kevin (Sales Manager) Pain Points: Cannot invoice based on shipments Posting invoices takes a long time Features: Invoice based on packing slip. - A customer can be invoiced for the items specified on the packing slip, making it easy to match received packages with invoices. Posting performance optimization. - Parallel processing of invoices will enable faster posting. Home Page Susan & Kevin. - Susan, the order processor, and Kevin, the sales manager will have a single point of entry to all relevant tasks business information. Blue border = enhanced ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Michael (Account manager) Missing integration to SFA software
4/19/2017 9:41 AM CRM processes MSCRM Integration Personas Michael (Account manager) Pain Points: Missing integration to SFA software Features: Integration between Dynamics AX and MSCRM - AX5 will be integrated with MSCRM out-the-box. ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Purchasing processes Personas Pain Points: Features: 4/19/2017 9:41 AM
Inga Alicia Personas Alicia (Purchase Agent) Inga (Purchasing Manager) Pain Points: Manual process for managing purchase requisitions Cannot manage requests for quotes from vendor in the system Features: Purchase requisition. - Workflow enabled requisition process so that the purchasing department can manage the requisition process and track approvals. Purchasing request for quote. - Alicia can request offers from various suppliers before creating and issuing a purchase order. Home Page for Alicia and Inga. - Purchasing employees now have a single entry for all the tasks and overviews that are relevant to the purchasing process. Green border = new ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Returns management processes 1/2
4/19/2017 9:41 AM Returns management processes 1/2 Susan Lisa Personas Lisa (Customer Sales Rep.) Susan (Order Processor) Pain Points: Unable to issue RMA Cannot link a sales order to a RMA Features: Return process support - Dedicated RMA management - Reason and disposition code setup Return classification - Reason codes for classifying customer returns RMA = return material authorization ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Returns management processes 2/2
4/19/2017 9:41 AM Returns management processes 2/2 Sammy Sammy Persona: Sammy (Shipping & Receiving) Pain Points: Unable to locate RMA in system Unable to receive & verify returns Features: Return process UI - Integrated Item Arrival UI Return classification - Reason codes for classifying customer returns - Disposition codes for determining handling of return items Ricardo Persona: Ricardo (Quality Controller) Pain Points: Unable to register and report results on returned items Features: Return process UI - Integrated Quarantine Management UI Return classification - Disposition codes for determining handling of return items ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Service Dispatching processes
4/19/2017 9:41 AM Service Dispatching processes Plan Service (SV1) Manage Service Fulfillment (SV3) Marie Daniel Daniel Personas Daniel (Service dispatcher) Marie (Customer Service Operations Manager) Pain Points: Lack of overview of service operation Features: Service Dispatching - Gantt chart for easy overview and allocation of Service Orders [ARG – shade process boxes with existing/new capability?] ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Service management home pages
4/19/2017 9:41 AM Service management home pages Plan Service (SV1) Marie Personas Marie (Customer Service Operations Manager) Service Customer Pain Points: Hard to get an overview of the business Inability to connect 24*7 with customer Features: Service Manager Home page - now have a single entry for all the task status and business intelligence Customer Portal - Request service visit - Overview of Service Orders - Overview of Service Agreements Manage Service Fulfillment (SV3) Terrence=Outbound technician Personas Terrence (Service Technician) Pain Points: Inability to connect to company Manual processes Features: Technician Home Page - Receive new Service Orders - Report consumption on Service Orders - Close Service Orders - Find history on Service Objects Terrence ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Receiving processes Personas Pain Points: Features: 4/19/2017 9:41 AM
Sammy Personas Sammy (Shipping & Receiving) Pain Points: Missing overview of coming tasks & pre-registration status Difficult to enter information into the Item Arrival Journal, The process to validate, register and assign tags for arrivals is confusing UX flow in validating and registering the arrival incl. assigning tags Features: Arrival process - UI revision for all receiving activities, making the receiving process easier for the user. - Comparison of expected versus actual receipt - Sign off receipt with e-signature [ARG – shade process boxes with existing/new capability?] Workmodel, personas, key customer pains and features ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Warehouse operations processes
4/19/2017 9:41 AM Warehouse operations processes Ellen John Persona: Ellen (Warehouse Manager) Pain Points: Lack of insight to operational performance Features: Consolidate picking methods More than 30 feature enhancements to streamline the picking process across the modules – making the picking process an easy and familiar task. Examples of features that have been introduced/ enhanced as part of the picking consolidation: - Minimum quantity on ‘buffer-pallet’ before making output pallet transport, ensuring minimum load on pallets if needed. - Automatic activation of refill pallet transport, ensuring timely refill of picking locations. - Automatic reservation of items on picking list to reduce picking issues (items not on picking location at time of pick). [ARG – shade process boxes with existing/new capability?] ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Shipping processes Personas: Pain Points: Features: 4/19/2017 9:41 AM
Sammy Sammy Personas: Sammy (Shipping & Receiving) Pain Points: No outbound functionality or overview No packing instructions No status update Inadequate documentation [ARG – shade process boxes with existing/new capability?] Features: Shipping process - Consolidation of outbound orders is now an easy task, e.g. per truck load based on known route, or by customer based on final delivery address. - Shipment packing: Confirm that items have been packed and are ready to ship - Staging and shipment: It’s now easy to confirm that the items are loaded on a truck and shipped (posting shipments) ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Lean production processes
4/19/2017 9:41 AM Lean production processes Lars Tony Shannon Personas Tony (Production Manager) Lars (Shop Supervisor) Shannon (Machine Operator) Pain Points: Native support for basic lean material control like Kanban cards is a general request from many manufacturers. Other related pain points are the identification and elimination of waste in processes and visual tools for viewing KPI’s [ARG – shade process boxes with existing/new capability?] Features: eBECS acquisition – feature set under investigation - Feature list will be communicated later once the first investigations have taken place. - By mid May 07 we should have a better understanding of how/if a first release can be made in 2007 and how the eBECS solution later can be fully integrated into the SYS layer. ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

MRP production processes
4/19/2017 9:41 AM MRP production processes Tony Lars Shannon Personas Tony (Production Manager) Lars (Shop Supervisor) Shannon (Machine Operator) Pain Points: Gantt chart is not suitable for customers in the upper mid marked Personas need a single point of entry Features: New Gantt chart - Due to security reasons the external Gantt component needed to be updated. At the same time some additional features have been added so that the Gantt chart can now be used both for production scheduling and for service management scheduling. Home pages - Vince, Tony, Lars (and Shannon) will now have single point of entry to all production task visibility and business intelligence Master planning performance - The MRP performance will be improved through code optimization, parallel processing and by whitepapers that help partners/customers setup the MRP system. ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Cost management processes
4/19/2017 9:41 AM Cost management processes Vince Persona: Vince (Operation manager ) Pain Points: Insight into cost composition Performance measurement Features: Product costing - Production cost variances - Cost breakdown (plan/estimated/actual) Ken Persona: Ken (Controller) Pain Points: Indirect costs visibility Cost breakdown Insight Perform inventory valuation Features: Cost control - Cost breakdown (plan/estimated/actual) - Multiversion item costs - Cost overheads Inventory valuation - Standard cost (elimination of inventory close and introduction of variances) - Weighted average cost performance enhancements Multisite costing - Standard cost and multiple item price versions ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Sales & Design Processes
4/19/2017 9:41 AM Sales & Design Processes Susan Personas Emil (Product Designer) Oscar (Process Engineer) Susan (Order Processor) Pain Points: Routes and BOMs that are different by site location, cannot be modeled Missing overview of product model definitions Performance problems when compiling product models and using the models Emil [ARG – shade process boxes with existing/new capability?] Features: Multi-site support creating configured BOMs and Routes Product Model debugger Performance Improvement ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

App integration fundamentals
AIF Chris Personas Chris (IT Engineer) Pain Points: Unable to update document through the AIF Procure-to-pay and order-to-cash processes incomplete Features: AIF update and delete actions. - Records that are updated or deleted are now recognized by AIF making the information exchange more efficient and seamless. No manual intervention is needed. More AIF Documents. - More than 20 documents have been added since AX 4.0 – i.e.: Confirmations, sales quotation, purchase quotation, etc. Candidates VendorPayment GeneralJournal ServiceReading FixedAssets ProjectHourJournal ProjectItemJournal ProjectExpenseJournal ProjectFeeJournal SubContractorWork SalesConfirmation AX 4.0 SP2 Customer CustomerGroups Address ContactPersons Unit UnitConvert Item AX 4.0 SP2 InventItemGroup InventColor InventSize ConfigTable InventDimCombination DeliveryModes PaymentTerms AX 5.0 InventLocation BillsofMaterials RouteCard ProdPickingList TransferOrder PickingList AbsenceRequest AX 5.0 ServiceOrders RFQReply (in) RFQSend (out) ServiceAgreement CustQuotation (out) SalesQuotation(in) Attendance ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

E-Signature fundamentals
Personas: Ricardo (Quality Controller) Tim (IT Manager) Sara (CFO) Pain Points: Lack of compliance for instance to SOX or Part 11 if not available Lack of control of personas authorized to a specific process Audit trails can be deleted or altered in existing versions Features: Electronic signature By using the electronic signature the user acknowledges that his/ her signature is as legally binding as a handwritten signature. The electronic signature feature supports processes and single record signatures as well as non-repudiation Electronic signature is a stored in a database table field that can be enabled anywhere in the application ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

© 2006 Microsoft Corporation. All rights reserved.
4/19/2017 9:41 AM © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Dynamics AX 5.0 pre-view 4/19/2017 9:41 AM

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