intro to dynamics ax modules.pdf

8/18/2019 Intro to Dynamics AX modules.pdf

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Appendix A: Microsoft Dynamics AX Functionality

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APPENDIX A: MICROSOFT DYNAMICS AXFUNCTIONALITY

ObjectivesThe objectives are:

• Identify the key features and benefits of Microsoft Dynamics® AX infinancial areas.

• Identify the key features and benefits of Microsoft Dynamics AX insupply chain management areas.

• Identify the key features and benefits of Microsoft Dynamics AX incustomer relationship management and human resource management

areas.

Introduction

Microsoft Dynamics AX 2012 is Microsoft's Enterprise Resource

Planning (ERP) solution for large and midsize enterprises that empowers your

people to anticipate and embrace change, enabling your business to thrive.

This appendix provides an overview of the various modules of the Microsoft

Dynamics AX.

Modules discussed in this appendix include the following:

• Financial Management• Supply Chain Management

• Trade and Logistics

• Master Planning

• Project Accounting

• Customer Relationship Management

• Human Resource Management


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Introduction to Microsoft Dynamics® AX 2012

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Financials

The Microsoft Dynamics AX Financial Management module provides fast,

reliable, and comprehensive accounting, financial reporting, and analysis. It also

provides all the functionality that is required to update accounts efficiently and

comply with reporting requirements.

Basic capabilities of the Financial Management module include the following:

• General Ledger

• Liquidity Management (Bank Management)

• Accounts Receivable

• Collections

• Accounts Payable

• Fixed Assets

• Expense Management

Dimensions are used across the various modules in Microsoft Dynamics AX.

They can be used for tracking profit, cost centers, departments, value streams,

product lines, or any other reporting units. The ability to update the general

ledger online provides fast and accurate financial reporting. Financial dimension

features also include the following:

• An advanced control feature that enables the driving of contextualvalue restrictions on financial dimensions.

• Financial controllers can specifically restrict authorized values orvalue combinations at the entry point on chosen table collections or

journal names, or upon posting to chosen ledger accounts.

• Dimension sets that combine dimension types can be built to driveand control the dimension value dependencies.

• Data reliability is increased regarding financial dimensions acrossthe company and according to specific corporate needs or policies.

Because all the Microsoft Dynamics AX modules are part of one system, a

transaction in one module automatically updates corresponding accounts in the

general ledger.

Financial Management – Business Analysis

Decision makers in a global marketplace face the following questions everyday:

• Is the business healthy?

• Who are my best customers?

• Which supplier do I select?


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Microsoft Dynamics AX enables accurate and timely analysis to provide

companies with the edge they must have to successfully compete. Starting with a

larger overview and drilling down to the details, Microsoft Dynamics AX helps

companies learn from historical data, investigate opportunities, and to quickly

target markets and customers with pinpoint accuracy.

Analysis in Microsoft Dynamics AX is based on Online Analytical Processingtechnology (OLAP). This enables multidimensional analysis by using the

Microsoft SQL Server Analysis Services. With Microsoft Dynamics AX, the

OLAP functionality and the ERP system are integrated so that all mappings occur

directly in Microsoft Dynamics AX, taking full advantage of business

information and making the most of relationships between tables, extended data

types, and enum labels. There are a variety of dimensions to explore that include

time, products, geographical regions, or sales channels. CEOs, CFOs, managers,

controllers, accountants, and sales and marketing staff can create, view, and

understand reports that previously were complex, expensive, or time-consuming.

The data used for analysis is regularly updated because it includes changes as

they occur in Microsoft Dynamics AX or subsequent data sources.

Financial Management – Financial Reporting

The Financial Statement feature enables the building of a custom reporting

structure and mapping ledger accounts or dimensions to the reporting structures.

In financial statements, users can map:

• Ledger accounts

• Financial dimensions

• Combinations of the two

The Financial Statement feature is a powerful reporting tool that exploresfinancial figures depicted in a company context and from a business perspective.

For example, financial row structures can be created to focus on cost accounts

and the cost accounts can be drilled by:

• Cost centers

• Departments

• Combinations of the two

With the financial statement reporting feature, users can create many different

financial reports to comply with legal requirements and international accounting

standards such as the following:

• Balance sheet

• Income statement

• Cash flow statement


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Financial statements are fully compatible with Extensible Business Reporting

Language (XBRL). The taxonomies can be converted into row definitions ready

to map. This enables the generation of XBRL output from the financial

statement.

Because of integrated workflow capabilities, users can define approval

authorities based on employee hierarchies, user groups, users, or rules.Submitters and approvers can also be alerted to various activities during the

approval process.

Expense Management provides defined rules, expense policies, which employees

must follow when entering, submitting, or approving expense reports.

Implementing expense policies can help companies manage expenses effectively

and monitor travel and entertainment expenses.

Expense Management provides the following actions to be taken if expenses are

exceeded:

• Flag the transaction and display a message to submitter andapprover, but enable submittal and approval.

• Flag the transaction and display a message to submitter andapprover, but do not enable submittal.

Financial Management – Multicurrency

When transactions are made in several currencies, it can be a time-consuming

and error-prone task to reconcile fluctuations in relative currency value.

Microsoft Dynamics AX manages the following three currencies:

• Transaction currency

• Base currency

• Secondary reporting currency

Microsoft Dynamics AX makes it possible to track all transactions in all

currencies and automatically calculate and update realized and unrealized gains

and losses.

The detailed currency information is stored in the subsidiary ledgers in addition

to the general ledger.

Financial Management – Printing Documents

When printing documents such as invoices or packing lists, you can use defined

settings for the original or copy records in print management. These settings

include the following:

• Number of copies to produce

• Multilingual document footer text

• Print destination


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An original or copy record contains the information that is used by print

management to print the document. The record that is used to print a document

determines:

• The footer text for the document

• The printer to use

• How many copies to print

For example, to print three copies of the sales order packing slip, each with

different footer text, you need to set up an original record and two copy records.

The print management setup information for each document type is defined in a

hierarchical list and that consists of the following:

• Modules

• Accounts

• Transactions

• Combination of these three

When a document is generated, it is printed according to the effective original

record and effective copy records. An effective record can be inherited from a

higher level in the hierarchy or created as a new record for the current level in the

hierarchy, or it can override an inherited record that has the same name.

Financial Management – Key Features and Benefits

Financial Management provides the following key benefits:

• User-friendly, timesaving accounting• Fast and efficient reporting and analysis

Financial Management offers the following key features:

• Intuitive and adjustable layout

• Dimensions

• Financial statements

• Multi- and second-currency management

• Transaction validation and transaction approval

• Intercompany accounting and consolidation• Multiple budgets

• Fixed assets

• Credit assessment and credit control

• Electronic payment

• Handling of drafts/promissory notes


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• Collection letters and interest calculation

• Report generator

• Audit trail

• Print management

Fill in the Blanks

Fill in the blanks to test your knowledge of this section.

1. ___________ can be used for tracking profit, cost centers,departments, and regions.

2. _____________ transactions posted to one subsidiary areautomatically posted in the other subsidiary.

3. Financial analysis in Microsoft Dynamics AX 2012 is based on _____ technology.

4. Detailed currency information is stored in the __________ ledgers in

addition to the general ledger.

Expense Management – Overview

Microsoft Dynamics AX Expense Management helps companies manage, track,

and reimburse travel and entertainment expenses.

Expense Management has a strong value proposition for organizations with

discretionary spending. Travel and entertainment expenses are generally a

company's second largest controllable expense. To help curb these costs, Expense

Management provides a mechanism to define and apply expense policies, inaddition to flagging and reporting abusers of the policies. Additionally,

automating the entry and reimbursement of travel and entertainment expensesreduces processing costs versus manual entry.

Expense Management is tightly integrated with other Microsoft Dynamics AX

modules, such as Project accounting, Accounts payable, and General ledger.

A per diem is a daily allowance provided to an employee who is traveling for

business. Expense Management enables you to define the per diem amount for

hotel, meals, and other incidental expenses for each location. The location that is

specified can be as general or specific as wanted and can reference a city, county,

region, or country.

Users can easily access Expense Management functionality from EnterprisePortal. This provides a robust user interface that is available to all employees, not

only those who use the Microsoft Dynamics AX client.

Users can create, delete, or modify expense reports and cash advance requests

online from any point of the world; or even define other users to enter expense

reports on another's behalf.


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Expense Management – Key Benefits

Expense Management provides the following key benefits:

• Analyzes and tracks a company's travel and entertainment expenses

• Plans and calculates future expenses and reimbursement amounts forvarious locations

• Creates multiple expense reports online

• Defines delegates for generating expense reports and managingrelative delegate information

Expense Management – Key Features

Expense Management has the following key features:

• Setup of various payment methods for travel and entertainmentexpenses

• Categories for tracking specific types of expense transactions

• Record track of the per diem rates, mileage rates, and corporate cardnumbers by employee

• Workflow configurations

• Alerts to submitters and approvers about various activities during theapproval process

• Definition of expense reasons for generating reports

• Expense policy system

• Import of credit card transaction files

• Allocation of per diem amounts

• Statistic groups to combine various expense categories for reporting

• Online printing of expense reports and cash advances

Multiple Choice

The Microsoft Dynamics AX 2012 Expense Management module helps

companies manage, track, and reimburse ___________ expenses.

( ) revenue and customs

( ) travel and entertainment

( ) medical and recreation

( ) general and administrative


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Multiple Answer

What Microsoft Dynamics AX 2012 modules are Expense Management tightly

integrated with? Mark all that apply. (Select all that apply)

( ) Project accounting

( ) Accounts receivable

( ) Accounts payable

( ) General ledger

Supply Chain Management

SCM involves a highly interactive process of controlling, planning, and

implementing all the activities associated with moving goods from the raw

material stage through to the end-user stage, with the lowest cost and the highest

quality. Regardless of whether a company operates with a single

production/distribution site, or multiple sites in different geographical locations,

the system must capture and reflect the elements which will enable optimal and

appropriate decision-making and monitoring throughout.

The multisite functionality introduced in Microsoft Dynamics AX enables you to

work with multiple sites in a single legal entity.

Before activating multisite functionality, customers must first analyze their

business requirements and determine how to use the multisite functionality.

Make sure that you create a reliable working model of the company's operational

sites and processes before implementing this feature.

For example, there is a company with three operational sites, located in different

states in the United States. The relationships of the sites to each other, the flow ofgoods, the various work centers, warehouses, and so on, must be thoroughly

understood before multisite is activated.

By using information that is stored in Microsoft Dynamics AX, users can do the

following:

• Analyze the relationship between costs and sales, including specificdetails, such as sales on:

o Different item groups

o Individual items

o Customer groupso Individual customers


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• Accurately monitor revenue across the company, based on factorssuch as the following:

o Country

o Region

o Customer group

o Time period

Supply Chain Management – Key Benefits

Supply Chain Management provides the following key benefits:

• Multisite inventory storage and tracking

• Synchronized, real-time product movement

• Improved order fulfillment and accuracy

• Reduced process inefficiencies and excess inventory

• Enhanced workload balancing and planning

• Compliance with industry standards

• Reduced transportation costs

Supply Chain Management – Key Features

Supply Chain Management offers the following key features:

• Multisite Functionality - Associates all inventory transactions to therelevant sites in different geographical locations in a single company.

• Optimized Multichannel Fulfillment - Causes maximized

inventory utilization and real-time order management.• Cross-Docking Capabilities - Enables same-day order fulfillment

and reduces costs.

• Business Process Synchronization - Enables immediate, onlinetransfer of documents between suppliers, logistics operations,

transporters, customers, and the manufacturer.

• Facility and Labor Optimization - Maximizes space usage andreduces order cycle time, product damage, and replenishment costs.

Provides data to monitor and measure results.

• Performance Management - Enables measurement and action onkey performance indicators.

• RFID Functionality - Increases efficiency from receiving through put-away, and enables creation of RFID-enabled tags at the pallet,

case, or item level.

• Constant Replenishment - Supports min/max inventory levels on aconstant basis, therefore accommodating smaller orders.


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• Integrated Transportation Functionality - Considers multimodeand multiroute shipment options. This causes more efficient

movement through the whole supply chain.

• Quality Control - Monitors the quality testing requirements;manages non-conforming products and items and tracks and resolves

customer or vendor problems.• Enhanced Costing and Inventory Valuation - Improves the

performance and accuracy of costing and inventory valuations.

Multiple Answer

What are the goals of the Microsoft Dynamics AX Supply Chain Management

module? (Select all that apply)

( ) Increase revenues

( ) Reduce inventory

( ) Lower costs

( ) Improve time to market

Warehouse Management – Overview

Warehouse Management provides all the functionality that is required to

guarantee the warehouse is operating effectively and efficiently. Warehouse

management includes capabilities for the following:

• Receiving items from both external suppliers and internal sources

• Structuring item storage

• Picking items before shipping• Packing items for shipment or transfer

• Dividing warehouses into zones with different storage purposes

• Associating one or more warehouses to different sites

Warehouse Management is completely integrated with other areas of

functionality in Microsoft Dynamics AX, including Logistics, Inventory

Management, and Production.

Warehouse Management – Key Features and Benefits

Warehouse Management provides the following key benefits:

• Facilitates efficient internal and external transfers

• Optimizes warehouse storage area

• Reduces operational costs such as warehouse size and labor

• Responds quickly to customer demands


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Warehouse Management offers the following key features:

• Serial number and batch number control

• Item registration and placement

• Multiple inventory dimensions

• Location control

• Arrival overview

• Shipment reservation

• Consolidated picking and delivery

• Staging

• Pallet transport

• Warehouse zones and hierarchy system

Trade and Logistics – Overview

Trade and Logistics provides universal sales and purchasing functionality in

addition to inventory management tools. These operations are fully integrated

with other Microsoft Dynamics AX modules and support other Supply Chain

Management and Production functionality.

Trade and Logistics encompasses sales order processing, purchase order

processing, and inventory management, in addition to elements of distribution

and warehouse management.

The Intercompany functionality saves time and money because it enables several

subsidiaries or distribution centers to trade internally within one Microsoft

Dynamics AX installation. When you use Intercompany functionality, you do not

have to create manual sales or purchase orders, and you have more control and

visibility regarding transfers.

Trade and Logistics – Sales Order Processing

Selling, delivering, and invoicing products are necessary for every business.

Microsoft Dynamics AX automates these processes.

Companies can use the sales order to deliver and invoice goods to the customer,

to print quotations, order confirmations, picking lists, packing slips, and invoices.

As part of this process, Microsoft Dynamics AX does the following:

• Calculates applicable taxes and fees

• Checks stock

• Verifies credit for the customer

• Identifies and highlights obstacles


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The system guarantees that the customer obtains the appropriate price based on

trade agreements, quantity discounts, and specials. If items are out-of-stock, on-

screen messages offer suggestions and shipment information. Products can be

reallocated from other orders for special customers.

The system tracks items that are back-ordered, and then initiates shipment when

items arrive from production or from the supplier. Throughout the sales order process, Microsoft Dynamics AX captures all the information needed for

statistical analysis and commission payment.

Sales Order Processing functionality supports tasks related to the following:

• Quotations

• Orders, including:

o Multiple Ship To

o Direct vendor-to-customer shipping

o Enhanced delivery date control

• Returns

• Subscriptions

• Confirmations

• Picking lists

• Packing slips

• Invoices

• Credit notes

• Backorders

• Cash on delivery

• Commissions and taxes

• Statistics and reports

• Credit card processing

• Sales price agreements

Throughout the system, sales orders can be entered in foreign currency. All

posted transactions are transferred to domestic currency and hold information

about the amounts in both domestic and foreign currency.

Trade and Logistics – Purchase Order ProcessingPurchase Order Processing tracks products being ordered and maintains vendor

information. It updates inventory and the appropriate financial accounts when

purchases are ordered, received, and invoiced. In addition, because of the recent

enhancements, a company can invite suppliers to bid on specific products or

services and issue a request for proposal (RFQ) to multiple vendors. The RFQ

replies can then be recorded and transferred to specific purchase orders.


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Purchase Order Processing supports the following purchase related tasks:

• Issuing requests for proposal (RFQ)

• Creating the purchase order

• Entering vendor and order information

• Entering items or services to be purchased

• Posting the purchase order, packing slip, receipts list, and invoice

As part of this process, the system does the following:

• Calculates applicable taxes, fees and charges

• Updates stock values

• Verifies credit for the vendor

• Identifies and highlights obstacles

• Updates Accounts payable and General ledger

• Guarantees that prices are calculated using trade agreements,quantity discounts, and specials

Generally, Purchase Order Processing supports tasks related to the following:

• Purchase requisitions

• Orders, with direct vendor-to-customer shipping

• Returns

• Requests

• Subscriptions

• Packing slips

• Receipt lists

• Invoices

• Backorders

• Supplier schedules

• Taxes

• Statistics

• Reports

Throughout the system, purchase orders can be entered in foreign currency. All posted transactions are transferred to domestic currency and hold information

about the amounts in both domestic and foreign currency.


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Trade and Logistics – Inventory Management

Inventory Management is central to Microsoft Dynamics AX Trade and Logistics

functionality. Inventory information is linked to the following areas in Microsoft

Dynamics AX:

• General ledger

• Accounts receivable

• Accounts payable

• Materials and Manufacturing resource planning (MRP)

• Human Resources

• Projects management

Inventory Management manages the cost and quantities of items purchased and

sold. This functionality supports retail businesses with merchandise inventory

and manufacturing companies with finished goods, materials, and work-in-

progress from the physical and financial standpoint.

The system tracks inventory movement and enables computation of costs of

goods sold. Multiple units of measure can be used for purchasing, selling,

stocking, and pricing items. Inventory movements are tracked with quantities and

costs. This causes controlled inventory.

Note that with the multisite functionality activated, you can set up a preferred

vendor for every item and use site specific prices for items.

When processing a sales order, Microsoft Dynamics AX does the following:

• Calculates what is that is required to fill the order.• Checks physical inventory.

• Produces necessary production, purchase, or transfer ordersautomatically.

• Calculates statistics on sales and purchases.

As part of managing physical inventory, Inventory Management performs the

following actions:

• Inventory tracking - Tracks any item in inventory throughinventory dimensions, configuration specifications, and lot ID.

• Master Planning - Sets up the system to determine what is requiredto fill an order when it is received.

• Automated orders - Creates necessary production and purchaseorders to satisfy customer orders.


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• Reservations - Reserve material to guarantee its availability for aspecific order.

• Sales orders and purchases - As they affect inventory, they arereflected in inventory.

Trade and Logistics – Financial AnalysisAlso, as part of the inventory management process, Microsoft Dynamics AX

supports these financial statistics:

• Inventory values can be calculated at any time.

• Inventory turnover amounts and rates can be calculated at any time.

• Quantity of items sold can be calculated at any time.

• ABC classifications enable analysis of which items are most profitable from a sales perspective, and the cost of carrying the item

in inventory.

• Sales and purchasing forecasts can be produced by using quantitiessold and planning estimates.

• Budgets can be calculated using purchasing trends.

Trade and Logistics – Key Features and Benefits

Trade and Logistics provides the following key benefits:

• Sales, purchase, and inventory functionality is fully integrated withother elements of Microsoft Dynamics AX modules.

• Reserving inventory functionality is linked to sales and production

orders.• Financial data and statistics related to sales, purchasing, and

inventory are current and available.

• Picking lists functionality creates picking lists only for availableitems, and at the same time considers customer service priorities.

• Direct shipping from vendor to customer expedites delivery.

Trade and Logistics offers the following key features:

• Integrated sales processes and purchase processes.

• Master planning is integrated with purchase, production, and transfer

order processes.

• In sales order processing, if items are out-of-stock, on-screen.messages offer suggestions and shipment information.

• Sales and purchase orders can be entered in foreign currencies.

• Multisite functionality.


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Matching Activity

Categorize the following items:

_____ 1. Can be for both products and services.

_____ 2. In Sales Order Processing, this can beconverted to a sales order.

_____ 3. Creates picking lists only for available

items.

_____ 4. Sets up the system to determine what is

required to fill an order when it is received.

_____ 5. Puts items on hold for production or

sale, guaranteeing their availability for a specific

order.

_____ 6. Determines which items are most

profitable from a sales perspective, and the cost

of carrying the item in inventory. _____ 7. Can be calculated using purchasing

trends.

_____ 8. Can be used for purchasing, selling,

stocking, and pricing items.

a. Purchase orders

b. Release sales order picking

c. Multiple units ofmeasure

d. Master Planning

e. Quotation

f. Budgets

g. Reservations

h. ABC analysis

Master Planning – Overview

Master Planning uses data provided by the Microsoft Dynamics AX Trade and

Logistics, Projects, Work Centers, and Production Series to do the following:

• Minimize inventory carrying costs

• Optimize product flow from suppliers through production tocustomers

• Run intercompany transactions

• Satisfy customer demands

• Improve overall business performance

The finite and infinite capacity and material planning helps companies do the

following:

• Project long-term needs

• Foresee fluctuations in demand

• Adjust their plans accordingly

The shop floor can be managed more efficiently by reducing manual entry and

web-enabling employee information such as time registration. By collecting and

analyzing production-related information, such as work hours and production

activities, companies can improve cost control.


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Gantt charts are available in Master Planning to provide graphical illustrations of

schedules related to a project for: • Planning tasks • Coordinating tasks •

Tracking tasks Gantt charts can be used, for example, to assess the consequences

of staff rotations visually, through the graphic tool in a simple manner. Gantt

plans can be defined to help envision the production flow from one computer to

another.

Master Planning – Planning Across Multiple Sites

Master Planning – Forecast and Master Scheduling

The Forecast Scheduling feature in Master Planning uses product forecasts to

project long-term needs for materials and capacity. With Forecast Scheduling,

companies can do the following:

• Foresee fluctuations in demand and adjust their plans accordingly.

• Simulate different product sales scenarios to obtain reliable pictures

of gross demand. This provides a basis for negotiating betteragreements with subcontractors and for fine-tuning production

capacity.

• Forecast more accurate production plans to eliminate stockpilinginventory and still meeting customer delivery demands.

The Master Scheduling feature provides an overview of short-term purchase,

production, and resource requirements based on existing orders, forecast

scheduling, or both. This process streamlines the whole production process.

Master scheduling causes planned production, purchase, transfer of intercompany

orders, and net requirements.

Master Planning – Intercompany Planning

Companies that need a quick overview of demands and supply in the chain of

internal companies can benefit from using Master Scheduling to create a cross-

company coverage plan.

Master Scheduling between multiple companies is possible in Microsoft

Dynamics AX under the condition that all companies are running in the same

database. This functionality enables the chain of companies to do the following:

• React to a demand from the selling company

• Transfer to a purchase order

• Change the purchase order into a sales order in the related company

• Transfer the sales order into a purchase order in another relatedinternal company

Order line explosions and planned order functionality are fully functional

between internal companies and part of the process can be automated to make

transfers and scheduling easy and quick.


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Master Planning – Key Features and Benefits

Master Planning provides the following key benefits:

• Minimizes lead times, controls processing costs, and guaranteesmaximum on-time deliveries.

• Provides a detailed overview of inventory which assists in purchasing or producing the appropriate products at the appropriate

time.

• Provides continual tracking, evaluating, and re-planning based onchanging demand for materials and capacity.

Master Planning offers the following key features:

• Forecast scheduling using product forecasts

• Finite/infinite scheduling

• Sales order explosion• Futures and action messaging

• Support of multiple plans for forecast and master scheduling

• Support of master scheduling for intercompany

• Support of master scheduling across multiple sites

Multiple Choice

In what form does Microsoft Dynamics AX provide graphical illustrations of

schedules related to a project?

( ) Microsoft Excel® spreadsheets

( ) Microsoft Visio® diagram

( ) Microsoft Project®

( ) Gantt chart

Multiple Choice


Dynamics AX under what condition?

( ) All companies are running database servers in the same domain

( ) All companies share the same database of items, bills of material,

routings, and so on

( ) Cross-company security roles must be created to provide access to

each company's database

( ) All companies are running in the same database


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Production – Overview

When selecting an ERP system, manufacturers are faced with a dilemma, where

they can do one of the following:

• Select a solution that has strong manufacturing functionality at the

expense of general business functionality

• Purchase a separate system, such as financial management, andintegrate the two

Microsoft Dynamics AX offers a solution with the full range of functionality in

one system. By using Microsoft Dynamics AX, manufacturers can do the

following:

• Manage the whole production process from availability of rawmaterials to the shipment of finished goods to customers.

• Maintain multiple production sites over different geographic

locations and run them by a single Microsoft Dynamics AXcompany.

• Use the full benefit of a comprehensive production managementsolution, when combined with the Work Center functionality.

• Expand on the foundation of the Microsoft Dynamics AX Financials,Trade and Logistics, and Master Planning functionality.

• Extract data from anywhere in the whole production system. Thisenables immediate important managerial decision-making

information.

• View a simplified overview of even the most complex production processes. This provides high-level information that is easy to

access.

Production – Across Multiple Sites

Production includes features that support a company's ability to maintain a

variety of production sites distributed over different geographic locations. The

production sites must be contained in a single legal unit, that is, they must be run

by the same defined Microsoft Dynamics AX company.

With a new dimension, the production unit, companies can now structure and

assemble all their resources and data in groupings that are relevant to each site or

company.

The production unit provides the following:

• Reflects the physical layout of resources and data particular to eachsite or company.

• Is unique for each site or for each company.

• Simplifies BOM maintenance and identification of resources at eachsite or company.


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• Is used to filter information (in key forms), to enable the user to printdocuments or view analytical data for each site or company.

• Is not stamped on any inventory transactions.

The following illustrates one site that has two production units.

Production – Key Benefits

Production provides the following key benefits:

• Real-time insight into manufacturing processes

• Manages stock more effectively

• Manages production more efficiently and profitably, and at the sametime reduces overall costs

• Supports production at multiple sites

• Centralizes information about productions

• Customizes your production plans as situations occur

• Determines the best fit between a work center and a specificoperation

• Saves valuable time by selecting the next best alternative resourcefor a production

• Gets an overview of all productions

• Selects the best route for an operation on a given day

• Controls resource use; makes sure a resource is available whenneeded

• Obtains a complete overview of the current status in your productionenvironment

Production – Key Features

Production offers these key features:

• Real-time monitoring of work-in-progress (WIP)

• Master Scheduling

• Multisite production support

• Real-time information and instant calculations

• Creates production order directly from a sales order line, withautomatic selection in the valid date and quantity ranges

• Subcontracting

• Phantom BOM

• Configurable BOMs, selected by relevant date and quantity

• Advanced, flexible, and detailed scheduling

• Bottleneck scheduling


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• Available-to-promise (ATP) functionality

• Gantt planning functionality with ability to do drag-and-droprescheduling

• Calculation of route scrap during production estimation

• Uses alternative resources for an operation in a scheduling conflict

• Ability to track the setup job or the process job per operation

• Flexible routing with simple or complex routes

• Manage primary and secondary operations

• Production progress and overview

• Forward and backward scheduling from various dates

• Detailed tracking of cost related to resources and throughput

• Lean manufacturing

• Use of kanbans to control production

• Uses mandatory combination of the date interval and the quantityinterval in selecting the active versions of the BOM and routing

• Suggestion of changes to BOMs and Routings based on quantity(quantity-depending BOMs and route versions)

• BOM and route planning in the multisite environment

Service Management – Overview

Service Management is designed for companies that want to manage their serviceoperations as a business.

Service Management provides capabilities best suited for:

• Business-to-business service instead of business-to-end user service

• Complex service arrangements that consist of repetitive and non-repetitive service tasks on manufactured objects, instead of simplerroutine services such as cleaning or security

Service Management has a high degree of integration to the existing functionalityin the Project accounting module. This integration enables service managers to

track the exact costs of performing a service with regard to hour, expense and

item consumption, and how much revenue is earned from a particular service

transaction. By tracking these costs, managers can optimize service levels and the

revenue stream the company gains from performing services.

Based on the recent enhancements, Service Management can now use the

information residing in the Supply Chain Management (SCM) modules. This

enables faster work flow for users of Service Management, a better

understanding of where the service customer is today, and a deeper registration

of Sales related data into the Service Management module.


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Service Management – Through Web

Service Management provides a dynamic management of service orders and

service agreements both for customers and service companies. With Technician

Portal and Customer Portal, both service companies and customers can manage

and oversee service orders, service agreements, and more through a web portal.

Through the Technician Portal, the service technician and service company can

handle daily operations and communication without relying on physical nearness.

The Technician Portal enables you to do the following:

• View the data relevant for the technicians execution of service

• Connect to the service company to provide a record of the servicemade

By using the Customer Portal, the customer can seek information about both past,

current, and future service agreements and service orders through the Web.

Through the Customer Portal the customer can also create new service orders.

The Customer Portal enables the Service customer to do the following:

• View the data relevant for the service operation done on serviceitems

• Connect to the service company to initiate a service request

Service Management – Key Benefits

Service Management provides the following key benefits:

• Manages daily operations and communication without relying on physical nearness of the service technician and service company.

• Creates service agreements; service orders are generated periodicallyas specified in the agreement.

• Creates service level agreements; service level agreements enable totrack service ordering and evaluate the Service department

performance.

• Creates ad hoc repair orders.

• Tracks changes made to service objects that use BOM versions.

• Tracks repairs, and gathers statistics on repair items and costs.• Creates repair BOMs, and subsequently modifies these BOMs.

• Creates service subscriptions and accrues revenue from thesesubscriptions appropriately.


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Service Management – Key Features

Service Management offers the following key features:

• Service subscriptions, including revenue accrual

• BOM versioning• Service agreements

• Service level agreements

• Service orders

• Repair

• Customer Portal

• Technician Portal

• Web service orders

• Sales to service integration

• Service dispatcher

Matching Activity

Match the Service Management Portals to the functionality they provide in

Microsoft Dynamics AX 2012:

_____ 1.

Technician Portal

_____ 2. Customer

Portal

_____ 3.Technician Portal

_____ 4. Customer

Portal

a. Connect to the service company to initiate aservice request.

b. View the data relevant for the service operationdone on service items.

c. Connect to the service company to provide arecord of the service made.

d. View the data relevant to execution of service.

Project Accounting

As the demand for faster and better service increases, so does the pressure to

automate processes and balance costs associated with projects and service

requests. For the growing number of companies that provide services to

customers, either as their core business or in addition to their products, the

challenge is to effectively manage knowledge, opportunities and resources.

Project Accounting provides a strong platform to help companies effectively

administer projects and achieve the results that they want.


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With Microsoft Dynamics AX, companies have the tools to facilitate:

• Registration

• Invoicing

• Analysis

Project Accounting provides a strong platform to help companies plan, monitor,

and follow up on projects. The module supports a variety of functions including

managing time and materials in projects and advanced fixed price projects.

Because of integration with Microsoft Office Project Server TM 2007 and theMicrosoft Dynamics AX Project and Supply Chain Management modules,

companies now have even more options for managing their projects effectively.

Project Accounting – Analyzing Projects

With Project Accounting, companies have many ways to analyze their projects.

This includes the following:

• Work Breakdown Structure (WBS) which enables an activityhierarchy and provides an overview of activity deliverables.

• Flexible project hierarchy structure that includes a graphicaloverview, and details fixed priced projects.

• Statistics provide the necessary overview of the financial status of a project.

• An easy way to view both invoiced and non-invoiced transactionsusing Invoice Control.

• Committed cost (any cost that will be charged to a project but has not been charged yet) is tracked against projects and enables project

costs to be controlled more efficiently.

• An easy way to view the efficiency rates of employees and billablehours being charged to a project using Hour Utilization.

• View and forecast the cash flowing in from project invoices, salesorders, subscriptions, and fees, and cash flowing out from project

purchase orders, item requirements, expenses, and hours using Cash

Flow.

• With the trade agreement functionality implemented, sales prices anddiscounts can be set up and applied to groups of projects.

• Project data can be easily exported to Microsoft Excel and presented

in pivot tables.• Many reports are available to show actual versus budget reporting.


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Project Accounting – Internal Projects

Both internal and external project types are supported in Project Accounting.

For internal projects, the following three configurations are available:

• Time - gathers hours without ledger postings, for example, holidaysand training.

• Cost - posts all costs of hours, expenses, and items to the Profit &Loss (P&L) statement and cannot be capitalized.

• Investment - uses the estimate system to capitalize the costs ofhours, expenses, and items during the project. On elimination, the

work-in-progress (WIP) value can be posted to a:

o Fixed assets account

o Ledger account

o New project as an expense transaction

The main characteristics of internal projects are as follows:

• They do not have customers and cannot be invoiced.

• On-account transactions are not allowed.

Project Accounting – External Projects

For external project types, two billing methods are available:

• Time and Material

• Fixed Price

The flexible project hierarchy structure for external projects enables companiesto work with parent/child projects.

• The parent/child project combinations can consist of any of theexternal project types. This enables the combination of, for example,

a parent project of the type Fixed Price with a child project of thetype Time and Material.

• This flexibility enables companies to invoice costs to the customerwho are not a part of the fixed price project.

Project Accounting enables efficient project management with full financial

overview and control.

Project Accounting – Key Features and Benefits

Project Accounting provides the following key benefits:

• Efficiently establishes and manages internal and external projects

• Closely manages the financial aspects of projects


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• Manages and monitors multiple projects

• Monitors activity deliverables and creates tasks for project activities

Project Accounting offers the following key features:

• Work Breakdown Structure (WBS)

• Project hierarchy structure

• Registration of hours, costs, and item consumption

• Registration of additional revenue and committed costs

• Converts project quotation lines into project forecasts

• Creates production orders directly from a project and automaticallycreates and posts project transactions

• Trade agreements

• Easy viewing of invoiced and non-invoiced transactions

• Invoicing of hours, costs, revenue, and items

• Compares the project economics to the budgeted amount

• Consultant self-service web sites

Multiple Choice

Internal projects can be invoiced.

( ) True

( ) False

CRM and HRMCustomer Relationship Management (CRM) may mean many things to many

people. CRM is actually a plethora of concepts, ideas, and strategies offered by a

large array of CRM specialists. The essence of CRM usually includes the

following three disciplines:

• Know your customer

• Act on what you know

• Learn about what you know

Therefore, the main objective of Customer Relationship Management is to keep

and grow customers. Microsoft Dynamics AX can offer many new features in the

CRM module that enable a clearer view of a company's sales processes and helps

companies to do the following:

• Better manage and conduct their sales processes

• Better document processes and procedures for future use


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The Sales and Marketing functionality in the CRM module emphasizes the

salesperson and the sales organization. It gathers all a company's business

information and keeps it structured and easily available for use in supporting the

sales and marketing efforts of the company. This helps companies gain insight

that is required to identify their customers' demands, and to make optimal sales

and marketing decisions.

CRM – Centralized Customer Information

Business relationships can be managed more effectively with all business

information that is stored centrally in one database. The sales force can plan and

evaluate activities and easily spot new opportunities because of the structured

and available information. By using this detailed information, they can create,

administer, and distribute campaigns directly from Microsoft Dynamics AX.

With the global address book in CRM any employee can be a customer expert.

The global address book is a repository for every person or organization that your

organization comes in contact with. Customers can be linked to each other across

the whole Microsoft Dynamics AX 2012 system. Multiple entities acrossdifferent companies in the enterprise can also be tracked in the address book.

Information about all the following entities is tracked:

• Customers

• Vendors

• Employees

• Business relations

• Contact people

• Competitors

CRM – Key Areas

The four main areas of the Sales and marketing functionality in the CRM module

are as follows:

1. Sales Force Automation (SFA) - This includes functionalityregarding external business contacts in Microsoft Dynamics AX that

are named business relations, and their employees, referred to as

contact persons. SFA also includes activities performed by the sales

personnel in connection with the business relations.

2. Sales Management (SM) - This deals with the sales performance of

individual sales personnel, sales units, and the whole company.

3. Marketing Automation (MA) - This focuses on gathering a groupof activities; for example, email messages and direct mailings to a

group of selected business relations, therefore, gathering information

about a whole marketing campaign.

4. Telemarketing (TM) - Telemarketing gathers a group of businessrelations and administers contacts or surveys to this group by

telephone.


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CRM – Automating Sales Processes

Even on the road, the sales force has access to important information. By using a

mobile phone, a handheld phone, or a browser, they can access customer-related

information such as:

• Projects

• Invoices

• Order history

• Current total revenue

With the Microsoft Dynamics AX Enterprise Portal, most sales force activities in

the application can be performed through the portal. Enterprise Portal

significantly strengthens functionality by:

• Giving users access to information regardless of their physicallocation

• Increasing the usability for members of the sales force, therefore,increasing efficiency

For companies, this can help increase the bottom line and save money by:

• Cutting moving expenses

• Reducing office space

• Reducing the need for furniture

• Reducing incidentals that support employees in an office setting

CRM includes a price simulation tool to aid sales personnel in calculating andsaving various pricing scenarios for sales orders. The price simulation tool

enables discounting on a total quotation basis or on a quotation line basis and

calculates the effect of discounting on the contribution margin. CRM empowers

companies to maximize benefits from all their business relationships and

generate profit. Self-service portals for sales representatives and customers are

fast and easy to start. Customers can use these portals to do the following: •

Browse through personalized product catalogs • View the shipping status •

Maintain their own contact information

Because CRM saves data in one centralized database, individuals and

departments can share information effortlessly. For example, the sales manager

can access projects, invoices, order history, and current revenue immediately

without the sales team needing to generate special reports. The result of the

centralized database is:

• Better pipeline management

• Improved control and co-ordination of sales force activities

• An overall view of contact with customers


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All areas of the company can also benefit from the synchronization between

CRM and Microsoft Outlook by synchronizing these three objects:

• Tasks

• Calendar appointments

• Contacts

With CRM, companies are in constant contact with customers. By knowing

customers and their needs, companies can deliver the exact products and services

the customers seek and gain their loyalty.

CRM – Key Benefits

CRM provides the following key benefits:

• Achieves better efficiency and reduces cost

• Centralizes the storage of data and tracks business information

• Gains maximum value from customers by better understanding theirneeds

• Optimizes sales force knowledge with more thorough analysis and better efficiency

• Improves the business health of the company

CRM – Key Features

CRM offers the following key features:

• Single database, single source code, single set of business logicmodified using the same tool box

• Uniting ERP and Customer Relationship Management (CRM)systems

• Marketing Automation

• Sales Force Automation

• Sales Force Automation through Enterprise Portal

• Sales Management

• Competitive quote tracking

• Price simulations

• Project quotation integration

• Business Analysis

• Tracking business information through the Global address book

• Email and SMS integration

• Microsoft Outlook synchronization with tasks, appointments, andcontacts


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• Integration with Microsoft Office Excel

• Integration with Telephony Application Programming Interface(TAPI)

• Lead Management

• Opportunity Management

• Defining business processes and responsibilities in the organization

Human Resource Management – Overview

An agile human resource management system can help companies quickly

develop their organization to meet the challenges of a fluctuating business

environment. Microsoft Dynamics AX Human Resource Management module

helps companies:

• Gather and structure employee information

• Encourage employee development

• Streamline employee performance

• Offer competitive on-cycle and off-cycle compensation

• Reward long-term and short-term employee performance

• Promote talent retention and motivation

• Maintain an overview of the organization

• Create the appropriate internal environment to drive businessforward

Human Resource Management – Managing Recruitment

Recording and managing recruitment using Human Resources makes the

procedures, paperwork, and manual follow-up work easier. Projects, applicants,

and qualifications are recorded centrally. This information can be used in a

particular project and in subsequent projects. This module is integrated with the

others and therefore:

• An applicant automatically becomes a member of the network.

• The project is associated with the organization.

• An applicant is directly transferred to the Employee module whenhired and his or her employment history is updated automatically.

Human Resource Management – Recruiting through theWeb

The e-Recruitment feature improves the breadth and effectiveness of recruitment

projects by enabling the Internet's wide reach. Companies can advertise available

positions on the Enterprise Portal to reach a larger pool of potential candidates.


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E-Recruitment supports and collects online applications that can be screened

before they are approved and saved, or rejected and deleted. When an application

is approved, information about the applicant is automatically transferred to the

Applicant form in Human Resources.

Staff can learn from the experience of previous recruitment campaigns and select

the appropriate media and methods for sharper communication.

Human Resource Management – Simplify Mass Hiring

Companies can use Mass hire projects for seasonal, intermittent, or contractual

human resource demands. By using Mass hire project, users can enter

information one time and apply it to all people hired for the project. This lightens

the data entry load, especially with multiple hires.

When ending the project, employment can be quickly ended for all or some hired

in the project. This makes both the start and end of the project easier.

Human Resource Management – Using EmployeeInformation – Storing Data

Human Resource Management helps companies gather and structure information

for an optimal overview of their employees and their organization. Companies

must be certain they have the appropriate people in the appropriate positions

when striving for larger goals and starting new initiatives.

Making sure attractive and satisfying career planning for employees is a

challenge that demands organized documentation of the agreements made

between employer and employee. With the documentation stored in Microsoft

Dynamics AX, companies can do the following:

• Quickly view a complete skill profile for an employee or a job

• Perform skill gap analysis to identify the employee strengths andareas to improve

• Define actual and target values for employee, applicant, and contact person skills

• Set clear development goals and activities and determine deadlinesfor them

• Set measurable performance goals and monitor the employee performance

• Provide a uniform framework for resource managers to reachemployee development goals

Human Resource Management provides the following to enable companies to

stay on track and achieve goals:

• Strategic planning

• Best practice action templates


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• Skill gap analysis (compares an employee's skill profile with a profile that is defined for a particular job as of a particular date)

• Skill wheel (visualizes the employee skill profiles and the results of askill gap analysis)

• Competence reporting

• Action planning

Human Resource Management also enables companies to do the following:

• Store employment information and agreements

• Record employee hiring and exit information

• Keep track of transfers between departments

The framework is easily adapted to fit the requirements of a company so the

required data and information can be extracted.

Human Resource Management – CompensationManagement

Fixed compensation plans help an employer make sure that employees are

satisfied with the wages they are earning, and that management can maintain

control over compensation costs. Human Resources for Microsoft Dynamics AX

supports step, grade, and broad band fixed compensation plans that can be based

on market price indicators. Competitively priced fixed compensation plans are an

effective tool for attracting top performers and retaining key employees.

Variable compensation plans link an organization's strategy to the actions and

performance of its workers. Variable compensation plans offer companies a

competitive motivational advantage by making desired performance levelstoward important key performance indicators, and what the reward will be when

targets are achieved, visible to employees.

A pay for performance, or incentive pay, program can motivate employees and

lead to greater employee performance and productivity. Performance ratings

connected to features in compensation management enable companies to provide

compensation to an employee that is commensurate with his or her business

performance.

Human Resource Management – Key Benefits

Human Resource Management provides the following key benefits:

• Strengthened focus on employee competency

• Centralized and dynamic employee information

• Simple and dynamic restructuring of organizational units

• Effective and cost-efficient recruitment process tools

• Builds up an in-house resource pool


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• Monitors the efficiency and well-being of the organization

• Identifies skill gaps to determine required employee development

• Determines development and performance goals

• Provides a uniform framework for resource managers to supportemployee development goals

• Aligns compensation and benefits structures with market standards

• Recognizes high and low performers and delivers appropriaterewards

• Increases transparency in compensation processes by implementingfixed and variable compensation policies

• Improves compensation decision-making through fast access tovaluable information

Human Resource Management – Key Features

Human Resource Management offers the following key features:

• Core Human Resource Management administrative functionality

• Payroll information

• Job application information storage

• Management of loans

• Management of line, matrix, and project organizations

• Job profiles and role descriptions and requirements

• Recruitment process management and statistics

• E-Recruitment capabilities

• Mass hiring capabilities

• Employee absence management

• Individual and collective absence

• Automated correspondence through Microsoft Word® integration

• Microsoft Outlook integration support for interview administration

• Applicant matching to job profile requirements

• Media response measuring

• Development and performance goals

• Setup and definition of competencies and competency groups• Managing and measuring actual skills compared with skill targets

• Graphic tools for skill-gap analysis

• Feedback analysis through online questionnaires and reporting

• Compensation Management functionality


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Questionnaire – Overview

The Microsoft Dynamics AX Questionnaire module enables companies to design

effective questionnaires quickly, simply and without any technical experience.

Business managers, human resources personnel, and administrative personnel can

design and implement basic questionnaires in a matter of minutes.

It is easy to schedule or plan questionnaires for a range of audiences including

employees, customers, and job applicants. The planning functionality also offers

easy administration of mail correspondence with target groups inside and outside

an organization. The Questionnaire module supports web integration so

questionnaires can be deployed through a corporate intranet and through public

web sites.

The Questionnaire can be set up to include the following:

• Multiple-choice or free-text answers

• Instructions to be displayed before a question is answered

• How long the individual has to complete the form

• Whether questions are asked randomly or in a particular order

• Whether all questions must be answered

• Rich media such as pictures, audio, and video

Questionnaire – Survey Analysis

The Questionnaire module can be used for a range of activities. This includes the

following:

• Customer or employee satisfaction surveys

• Job development dialog

• Ethical and environmental measurements

• Management and staff testing

The Questionnaire is a powerful tool for designing, constructing, and analyzing

surveys. This also turns raw data into useful information.

Questionnaire – Key Features and Benefits

Questionnaire provides the following key benefits:

• Easy design and execution of questionnaires

• Deploy questionnaires through corporate intranets and web sites

• Turn raw data into useful information through analysis


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Questionnaire offers the following key features:

• Simple step-by-step approach to questionnaire design

• Integrated with the web

• Flexible analytical tools

• Rapid design and deployment of surveys

• Response history by questionnaire and individual

Multiple Choice

Companies can use what Microsoft Dynamics AX feature to help hiring forseasonal, intermittent, or contractual Human Resource demands?

( ) Mass hire projects

( ) e-Recruiter tool

( ) HR Builder

( ) e-Recruitment Wizard

Multiple Answer

The Questionnaire module enables questionnaires to be set up that include which

of the following features? Mark all that apply. (Select all that apply)

( ) Multiple-choice or free-text answers

( ) Instructions to be displayed before a question is answered

( ) How long the individual has to complete the form; whether questions

are asked randomly or in a particular order; whether all questions

must be answered

( ) Rich media such as pictures, audio, and video

Summary

This tutorial introduces Microsoft Dynamics AX Enterprise Resource Planning

(ERP) system. The various modules of Microsoft Dynamics AX are described,

including the interrelations between the modules and their key features and

benefits. The modules discussed in this section are:

• Financial Management

• Expense Management

• Supply Chain Management

• Warehouse Management

• Trade and Logistics

• Master Planning

• Production


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• Shop Floor Control

• Product Builder

• Service Management

• Project Accounting

• Customer Relationship Management• Human Resource Management

• Questionnaire


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Test Your Knowledge

1. Which Microsoft Dynamics AX 2012 series provides universal sales and purchasing functionality, in addition to inventory management tools?

( ) CRM( ) Human Resource Management

( ) Warehouse Management

( ) Trade and Logistics

2. Which module provides high level oversight and definition of organizationalor personal objectives?

( ) Cost Accounting

( ) CRM

( ) Human Resource Management

( ) Master Planning

3. An employee satisfaction survey is an example of this module.

( ) Production

( ) Questionnaire

( ) CRM



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4. Name the capabilities that the Service Management module is best suited for.

5. What reporting language is fully compatible with financial statements in theFinancial Management Module?

6. What two project types are supported in Project Accounting? Mark the twothat apply.

( ) Internal

( ) External

( ) Long-term

( ) Short-term

7. What module enables companies to manage, track, and reimburse travel andentertainment expenses?

( ) Service Management

( ) Cost Accounting

( ) Expense Management

( ) Financial Management


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Quick Interaction: Lessons Learned

Take a moment and write down three key points you have learned from this

chapter

1.

2.

3.


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Solutions

Financials

Fill in the blanks to test your knowledge of this section.

1. Dimensions can be used for tracking profit, cost centers,departments, and regions.

2. Intercompany transactions posted to one subsidiary areautomatically posted in the other subsidiary.

3. Financial analysis in Microsoft Dynamics AX 2012 is based onOLAP technology.

4. Detailed currency information is stored in the subsidiary ledgers inaddition to the general ledger.

The Microsoft Dynamics AX 2012 Expense Management module helps

companies manage, track, and reimburse ___________ expenses.

( ) revenue and customs

(•) travel and entertainment

( ) medical and recreation

( ) general and administrative

What Microsoft Dynamics AX 2012 modules are Expense Management tightly

integrated with? Mark all that apply. (Select all that apply)

(√) Project accounting

( ) Accounts receivable

(√) Accounts payable

(√) General ledger


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Supply Chain Management

What are the goals of the Microsoft Dynamics AX Supply Chain Management

module? (Select all that apply)

( ) Increase revenues

(√) Reduce inventory

(√) Lower costs

(√) Improve time to market

Categorize the following items:

a 1. Can be for both products and services.

e 2. In Sales Order Processing, this can be

converted to a sales order.

b 3. Creates picking lists only for available

items.

d 4. Sets up the system to determine what is

required to fill an order when it is received.

g 5. Puts items on hold for production or

sale, guaranteeing their availability for a specific

order.

h 6. Determines which items are most

profitable from a sales perspective, and the cost

of carrying the item in inventory.

f 7. Can be calculated using purchasing

trends.

c 8. Can be used for purchasing, selling,

stocking, and pricing items.

a. Purchase orders

b. Release sales order picking

c. Multiple units of

measure

d. Master Planning

e. Quotation

f. Budgets

g. Reservations

h. ABC analysis

In what form does Microsoft Dynamics AX provide graphical illustrations of

schedules related to a project?

( ) Microsoft Excel® spreadsheets

( ) Microsoft Visio® diagram

( ) Microsoft Project®

(•) Gantt chart


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Dynamics AX under what condition?

( ) All companies are running database servers in the same domain

( ) All companies share the same database of items, bills of material,

routings, and so on

( ) Cross-company security roles must be created to provide access to

each company's database

(•) All companies are running in the same database

Service Management

Match the Service Management Portals to the functionality they provide in

Microsoft Dynamics AX 2012:

d 1. Technician

Portal b 2. Customer

Portal

c 3. Technician

Portal

a 4. Customer

Portal

a. Connect to the service company to initiate a

service request. b. View the data relevant for the service operation

done on service items.

c. Connect to the service company to provide arecord of the service made.

d. View the data relevant to execution of service.

Project Accounting

Internal projects can be invoiced.

( ) True

(•) False

CRM and HRM

Companies can use what Microsoft Dynamics AX feature to help hiring for

seasonal, intermittent, or contractual Human Resource demands?

(•) Mass hire projects

( ) e-Recruiter tool

( ) HR Builder( ) e-Recruitment Wizard


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The Questionnaire module enables questionnaires to be set up that include which

of the following features? Mark all that apply. (Select all that apply)

(√) Multiple-choice or free-text answers

(√) Instructions to be displayed before a question is answered

(√) How long the individual has to complete the form; whether questionsare asked randomly or in a particular order; whether all questionsmust be answered

(√) Rich media such as pictures, audio, and video

Test Your Knowledge

1. Which Microsoft Dynamics AX 2012 series provides universal sales and purchasing functionality, in addition to inventory management tools?

( ) CRM


( ) Warehouse Management

(•) Trade and Logistics

2. Which module provides high level oversight and definition of organizationalor personal objectives?

( ) Cost Accounting

( ) CRM

(•) Human Resource Management

( ) Master Planning

3. An employee satisfaction survey is an example of this module.

( ) Production

(•) Questionnaire

( ) CRM


4. Name the capabilities that the Service Management module is best suited for.

MODEL ANSWER:

Business-to-business service; Complex service arrangements

5. What reporting language is fully compatible with financial statements in theFinancial Management Module?

MODEL ANSWER:

Extensible Business Reporting Language (XBRL)


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6. What two project types are supported in Project Accounting? Mark the twothat apply.

(√) Internal

(√) External

( ) Long-term

( ) Short-term

7. What module enables companies to manage, track, and reimburse travel andentertainment expenses?

( ) Service Management

( ) Cost Accounting

(•) Expense Management

( ) Financial Management