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Dynamics AX 5.0 pre-view

Dynamics AX 5.0 pre-view. Examples of new features in AX 5.0. Workflow Expense reporting Multicompany extended New Finance Features New Supply Chain Features E - signature

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Dynamics AX 5.0 pre-view

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  1. Dynamics AX 5.0 pre-view

  2. Examplesofnewfeatures in AX 5.0 • Workflow • Expensereporting • Multicompanyextended • New Finance Features • New SupplyChainFeatures • E - signature • Please note thatthesefeaturesillustrated, are notgaranteedto beavailable in the finalreleaseof Dynamics AX 5.0.

  3. Workflow Workflow Template Workflow Overview Workflow Started Runtime Configuration Workflow Instance Workflow Task Workflow Step Workflow Approval Workflow Step Ken Workflow Step Design Workflow Task WorkflowCompleted Isaac Michael

  4. Design – Workflow Categories • Provides simple categorization scheme for workflow templates • Can be associated to an Axapta module

  5. Logical ApprovalWorkflow Complete Start Workflow Approval Approve Start Reject Start Work Item Legend Step Event Acknowledgement Complete Provider callbacks Infrastructure callback Request Change

  6. Logical Task-basedWorkflow Complete Start Workflow Outcome1 Outcome2 Start Init Work Item Task Legend Event Acknowledgement Provider callbacks Infrastructure callback OutcomeN

  7. Workflow Web Services .NET Business Connector Messaging Batch Job Workflow Services Logical Architecture View Workflow Requests AOS IIS Client Windows Workflow Foundation & Services Workflow Forms and Controls App Code Message Queue Workflow Runtime (AOS) Workflow Runtime (IIS) Events/Callbacks

  8. Architecture View – Workflow Runtime (IIS) BC Facade Windows Workflow Foundation Workflow Message & Instance Manager IIS (Application Pool) Workflow Web Services Workflow Activities & Services

  9. Architecture View – Workflow Runtime (AOS) Workflow Application Framework Communication Workflow Forms and Controls Messaging Configuration Tracking Metadata Work List Client AOS

  10. Architecture Drill Down • Providers • Events • Work list • Messaging • Dynamic XAML Generation • Security • Deployment

  11. Batch Job Activate WS Workflow Activation – XAML Generation Generate XAML AOS Workflow Runtime (IIS) Activate Instance Activate Message WF Runtime

  12. 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

  13. Workflow configuration set up

  14. Multicompany

  15. Generated Allocations Types • Generated allocations (New!) • Transaction allocations (Existing functionality) • May be intercompany, if necessary Methods • Basis • Fixed percentage • Fixed weight • Spread-even • Formulas

  16. Current Office Sales 4000.10 $125,000 4000.20 15,000 4000.30 7,500 Office A/C # 6830.10 6830.20 6830.30 Basis Allocation Basis results Source value Advertising Exp A/C # 6830 $30,000 Basis Rule Office 10 = 85% Office 20 = 10% Office 30 = 5% Resulting Journal DB 6830.10 $25,500 DB 6830.20 3,000 DB 6830.30 1,500 CR 6830.Contra ($30,000) Target $25,500 $3,000 $1,500

  17. 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

  18. KPI Drill down

  19. Multisite Activation Upgrade to Dynamics AX 5.0 Run Multisite Activation Wizard

  20. 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

  21. 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

  22. Production Units • A production ”dimension” • Unique per site • Simplifies BOM maintenance • Used for filtering in key production forms • Not stamped on inventory transactions

  23. 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

  24. AX5 SCM Features Process Areas Features Fundamentals • Home pages • Multisite • Workflow • Alerts • AIF • BI • E-Signature • RFQ • Invoice based on packing slip • MSCRM integration Sales 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 • Product Builder enhancements Engineering

  25. Sales processes 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.

  26. 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.

  27. Purchasing processes 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.

  28. Returns management processes 1/2 Susan • Personas • Lisa (Customer Sales Rep.) • Susan (Order Processor) • Pain Points: • Unable to issue RMA • Cannot link a sales order to a RMA Lisa Features: Return process support- Dedicated RMA management - Reason and disposition code setup Return classification- Reason codes for classifying customer returns

  29. Returns management processes 2/2 Sammy • Persona: • Sammy (Shipping & Receiving) • Pain Points: • Unable to locate RMA in system • Unable to receive & verify returns Sammy Features: Return process UI- Integrated Item Arrival UI Return classification- Reason codes for classifying customer returns- Disposition codes for determining handling of return items • 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 Ricardo

  30. Service Dispatching processes Plan Service (SV1) Manage Service Fulfillment (SV3) Daniel Marie 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

  31. Service management home pages Plan Service (SV1) Marie 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 • 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 Manage Service Fulfillment (SV3) • 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

  32. Receiving processes 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 Workmodel, personas, key customer pains and features

  33. Warehouse operations processes John Ellen • Persona: • Ellen (Warehouse Manager) • Pain Points: • Lack of insight to operational performance Features: Consolidate picking methodsMore 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).

  34. Shipping processes Sammy Sammy • Personas: • Sammy (Shipping & Receiving) • Pain Points: • No outbound functionality or overview • No packing instructions • No status update • Inadequate documentation 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)

  35. Lean production processes Tony Shannon Lars • 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 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.

  36. MRP production processes Tony Shannon Lars • 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.

  37. Cost management processes Vince Ken • Persona: • Vince (Operation manager ) • Pain Points: • Insight into cost composition • Performance measurement Features: Product costing- Production cost variances- Cost breakdown (plan/estimated/actual) 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 • Persona: • Ken (Controller) • Pain Points: • Indirect costs visibility • Cost breakdown Insight • Perform inventory valuation

  38. Sales & Design Processes Susan Emil • 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 • Features: • Multi-site support creating configured BOMs and Routes • Product Model debugger • Performance Improvement

  39. App integration fundamentals AIF • Personas • Chris (IT Engineer) • Pain Points: • Unable to update document through the AIF • Procure-to-pay and order-to-cash processes incomplete Chris 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. AX 5.0 ServiceOrders RFQReply (in) RFQSend (out) ServiceAgreement CustQuotation (out) SalesQuotation(in) Attendance AX 4.0 SP2 Customer CustomerGroups Address ContactPersons Unit UnitConvert Item AX 5.0 InventLocation BillsofMaterials RouteCard ProdPickingList TransferOrder PickingList AbsenceRequest AX 4.0 SP2 InventItemGroup InventColor InventSize ConfigTable InventDimCombination DeliveryModes PaymentTerms

  40. E-Signature fundamentals E-signature • 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 signatureBy 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

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