AX 2012 Functional Track - Steven Hermans
-
date post
20-Oct-2014 -
Category
Technology
-
view
6.753 -
download
1
description
Transcript of AX 2012 Functional Track - Steven Hermans
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