Discover Microsoft Dynamics AX2012 (Functional)

Part I – Steven Hermans (Ad Ultima)

ERP

Business Intelligence

Collaboration Software

Technology Adaptation Program

• AX 2009: CRH

• AX 2012: Theuma

Agenda

• Intro AX 2012

• User Experience

• New Organization Model

• Finance

• Distribution

Some dates and numbers

5

Metric AX 5 M1 M2 M3 M4 AX 6 Total

Date Jun 2008 May 2009 Dec 2009 Jun 2010 Jan 2011 1 Aug 2011

Features 400 208 327 462 193 1190

Dev-Weeks 28 8 13 14 6 41

Microsoft Dynamics AX 2012 Architecture

Reference Data Master Data Application Primitives

Deep Functional Coverage

Reference Data Category

Currency

Calendar

Unit Of Measure

Locale Language

Time zone

Master Data

Party

Contact, Employee & Contractor

Vendor

Customer

Person & Organization

Products

Item

Service

Right

Configuration

Attributes & Catalogs

Region, Site, Location & Address

Application Primitives Tax Calculation

Payment

Questionnaire

Business Policies

Resource Scheduling

Inventory Dimensions

Financial Dimensions

Source Documents & Distributions

Corporate Performance Management (CPM) Budgeting Consolidation Statutory & Financial Reporting

Financials General Ledger

Accounts Payable

Accounts Receivable

Commitment Accounting

Travel & Expense

Fixed Assets

Credit Collections

Invoicing & Billing

Cost Accounting & Financial Control

Projects Project Billing

Project Resource Management

Project Management & Collaboration

Project Portfolio Analysis

Project Contracts

Grants

Project Accounting & Costing

HR Workforce Management

Compensation & Incentive Management

Time & Attendance

Performance Management

Talent Management

Recruiting

Application Foundation Horizontal Components

SCM Quality Management

Returns Warehouse Management

Sales Order Management Supply Chain Planning

SRM Purchasing Contracts Sourcing Requisitions

Purchase Order Management

Inventory Item Replenishment

Inventory Control

Inventory Costing Batch & Lot Control

CRM Pricing & Discounting

Sales

Customer Support

Service

GRC

Compliance & Internal Controls

Environmental Sustainability

Payroll Payroll Accounting

Payroll Administration

Payroll Tax

Product definitions can be shared across organizations. Support for non-inventory/non-stocked items Support for category attributes Constraint based configuration

Shareable across organizations Support for categorization

Extensible types: Team, Legal Entity, Operating Unit: Cost Center, Department, Functional Area, Value Stream Operating units are dimensionable

Support for unlimited financial dimensions Dimension creation is an end-user experience Two types of financial dimensions System-defined/backing entities

Multiple account structures Main account templates Shared Chart of Accounts, Currencies/Exchange Rates and Calendars Separation of operations and accounting through accounting distributions

Split billing Progress billing Grant management Project budgeting Support for multiple funding sources Adjustment enhancements

Sourcing & Vendor Management Requisitions Procurement category management Employee procurement site & shopping cart Spend analytics and procurement budgetary control

Workforce management Streamlined employee on-boarding, transitions and off-boarding Enhanced applicant/application tracking Tracking of performance goals Incident management

Audit workbench for expenses, PO’s, invoices Environmental Sustainability dashboard

AX 2012 - USER EXPERIENCE

Simple Powerful Agile

Pervasive interoperability

New generation ERP

Quickly show how Microsoft has…

introduced many POWERFUL new innovations

while maintaining a focus on SIMPLICITY

Powerful & Simple

Powerful

What is powerful?

An application is POWERFUL when

it enables its target users to realize their full potential efficiently.

Simple

What is simplicity?

SIMPLICITY is the reduction or elimination of an attribute of a design that users consider unessential.

Powerful & Simple

What’s the remedy?

• Role-tailored Navigation

• More powerful List Pages

• Simplified Detail forms

• Improved Setup forms

• Richer interactive Reports

Sales Clerk - Navigation

NEW ORGANIZATION MODEL

Pains and Challenges

What is it?

• Framework to model your organization

– Using types of organizations such as legal entities and operating units

– Using organizations and multiple hierarchies for various purposes

– Using date effectivity for restructuring scenarios

– Using custom operating unit types

• Integration with application frameworks

– Global address book

– Financial dimensions

– Extensible data security

– Business policies

Architecture – Conceptual Model

Demo 2:

Setup – Organizations have been created – Application configured for financial dimensions, business policies,

data security policies

Persona Pain Points and Challenges

Features Covered Results and Benefits

Sara

Charlie

Vince

No unification of organization concepts in the application

Using organizations as financial dimensions

Useful for measuring financial performance

Simon Difficult to do data security using organizations

Using organizations for data security policies

Authorized access to data

Vince

Sara

Difficult to define business policies for organizations

Using organizations for business policies

Cost control, fraud detection

AX 2012 - FINANCIALS

Managing Financials with AX 2012

Demo 3:

• Create a dimension based on a user-defined custom list • Create a dimension based on a system-defined/backing entity

Persona Pain Points and Challenges

Features Covered Results and Benefits

Phyllis There are a limited number of ways to analyze financial data

It is complex and time consuming to add new dimensions

Financial Dimension Framework

Unlimited number of dimensions can be created

Creation of dimensions is an end user experience

Create new dimensions in as little as 3 clicks

Phyllis Dual maintenance of dimension values for data that already exists in AX

Entity backed dimensions Simplified setup and maintenance since a dimension can be created based on entities in AX

SCM IN AX 2012

• Central Purchasing Service • Direct & Indirect purchases • Supplier Relationship Mgt. • Procurement Catalog • Financial splitting (Distributions)

• Budgetary Control • PO Change Management • Purchase Agreement • Delivery Schedule • Trade Agreement • P2P Corrections

Deliver Source

Return

Make

Plan

Metrics

Enable

Manufacturing and SCM Investments • MPS/MRP

- Scheduling engine - Capability based - Mixed mode (MRP & Lean)

- Discrete & Process • Enterprise planning (Cross LE)

• Supply visibility - Supply Schedule - Intercompany Overview

• Operations Resource Model • MES & T&A (aka SFC) • Lean Manufacturing • Process Manufacturing

• Process Logistics • Product Configurator • Sales Agreement • Delivery Schedule • Trade Agreement • O2C Corrections

• Shared/Enterprise Product • Non stocked item • Inventory refactoring • Costing enhancements

- Lean Accounting - Indirect cost allocation - Inventory Closing (WAC) - Financial Dimensions

• QMS Enhancements • Goods in transit reporting

• Return non stocked item • Return corrections • Return serialized/traceable items • Simplified return option (no WMS)

© Supply Chain Council 2010

Unified Planning and Scheduling of Materials and Production

Unified Master

Planning

Discrete or Process

Push or Pull

Operations Resource

Model

Scheduling Engine

Planning And Visibility Across The Supply Chain with a Flexible Supply Policy

Planning scope and supply visibility

Supply Policy

Buy

Make

Work Order

Kanban

Build versus buy flexibility for products and material via supply policy

Demo 4: Intercompany Planning and Supply Visibility

• Intercompany supply policies

• Intercompany master planning

• Intercompany supply visibility

Persona Pain Points and Challenges

Features Covered Results and Benefits

Eduardo Supply and demand visibility across companies

Multi-level pegging

Very easy to get supply and demand overview

Eduardo Master planning across companies

Intercompany planning

Products can be supplied based on individual company needs

Thanks to

• Diamond Sponsors

• Gold Sponsors