dynamics ax 5.0 pre-view 1. examples of new features in ax 5.0 workflow expense reporting...
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Dynamics AX 5.0 pre-view
1
Examples of new features in AX 5.0
• Workflow• Expense reporting• Multicompany extended• New Finance Features• New Supply Chain Features• E - signature
• Please note that these features illustrated, are not garanteed to be available in the final release of Dynamics AX 5.0.
2
Workflow Overview
Workflow Template
Configuration Runtime
Workflow Instance
Workflow Instance
Workflow Task
Workflow Task
Workflow Approval
Workflow Approval
Workflow Task
Workflow Task
Workflow Step
Workflow Step
Workflow Step
Workflow Step
Workflow Step
Workflow Step
WorkflowCompleted
Isaac
Ken
Design
Workflow Started
Michael
Design – Workflow Categories
• Provides simple categorization scheme for workflow templates
• Can be associated to an Axapta module
Logical ApprovalWorkflow
StartWorkflow
Start
Approval
Start
Work Item
Step
Complete
Approve
RejectReques
tChang
e
Complete
Legend
Event
Acknowledgement
Provider callbacks
Infrastructure callback
Logical Task-basedWorkflow
StartWorkflow
Start
Task
Outcome1
Outcome2
OutcomeN
Complete
Init
Work Item
Legend
Event
Acknowledgement
Provider callbacks
Infrastructure callback
Logical Architecture ViewW
ork
flow
Ru
nti
me
Work
flow
Ru
nti
me
(IIS
)(I
IS)
IIS AOS
Work
flow
Ru
ntim
e
Work
flow
Ru
ntim
e
(AO
S)
(AO
S)
Message Message QueueQueue
Client
Events/Callbacks
App Code
Workflow Requests
Windows Workflow
Foundation & Services
Workflow Forms and Controls
Architecture View – Workflow Runtime (IIS)
Windows Workflow FoundationWindows Workflow Foundation
BC
Fa
cad
eB
C F
aca
de
Workflow Web ServicesWorkflow Web Services
IIS (Application Pool)
Workflow Message & Instance ManagerWorkflow Message & Instance Manager
Workflow Activities & ServicesWorkflow Activities & Services
Client
Architecture View – Workflow Runtime (AOS)
AOS
Wo
rk L
ist
Wo
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ist
Mes
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Mes
sag
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Tra
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rack
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Co
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Co
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Workflow Forms and ControlsWorkflow Forms and Controls
Met
adat
aM
etad
ata
Co
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Workflow Application FrameworkWorkflow Application Framework
Architecture Drill Down
• Providers• Events• Work list• Messaging• Dynamic XAML Generation• Security• Deployment
Workflow Activation – XAML Generation
AOSAOS
ActivateActivateMessageMessage
Workflow Runtime Workflow Runtime (IIS)(IIS)
WF R
un
tim
e
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
Workflow configuration set up
Multicompany
Generated Allocations
Types– Generated allocations (New!) – Transaction allocations
(Existing functionality)– May be intercompany, if
necessary
Methods – Basis – Fixed percentage– Fixed weight– Spread-even– Formulas
Generated
Allocation
Transaction
Allocation
How Processing begins with an allocation request to process an allocation rule
During transaction entry in interactive mode with the user
When Typically run in batch mode, as a periodic process
Allocation is triggered via association to ledger account during entry
Where Allocation results can be posted directly to ledger or previewed (“What if analysis”)
Distribution to accounts and dimensions occurs during posting of transaction
Advertising Exp A/C # 6830 $30,000
Office A/C # 6830.106830.206830.30
Current Office Sales4000.10 $125,0004000.20 15,0004000.30 7,500
Basis RuleOffice 10 = 85%Office 20 = 10%Office 30 = 5%
$25,500$3,000$1,500
Resulting JournalDB 6830.10 $25,500DB 6830.20 3,000DB 6830.30 1,500CR 6830.Contra ($30,000)
Basis Allocation
Source value
Basis results
Target
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
KPI Drill down
Multisite Activation
Upgrade to Dynamics AX 5.0
Run Multisite Activation Wizard
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
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
Production Units• A production ”dimension”
– Unique per site– Simplifies BOM maintenance– Used for filtering in key production forms– Not stamped on inventory transactions
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
AX5 SCM Features AX5 SCM Features Process Areas Features
Sales• RFQ
• Invoice based on packing slip• MSCRM integration
• 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
Customer service
• Customer returns management • Service management Fundamenta
ls• Home pages
• Multisite• Workflow
• Alerts• AIF • BI
• E-Signature
Engineering • Product Builder enhancements
Sales processes
Personas:- Susan (Sales Order Processor)
- Kevin (Sales Manager)
Pain Points:- Cannot invoice based on shipments
- Posting invoices takes a long time
SPSO.2Receive,enter & validate orders
PROCESS SALES ORDERS
SPSO.1Process Inquiry & Quote
SPSO.3Manage back orders and exception
SPSO.4Complete invoice information
Susan
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.
Susan
CRM processes
Personas- Michael (Account manager)
Pain Points:- Missing integration to SFA software
MSCRM Integration
Features: Integration between Dynamics AX and MSCRM
- AX5 will be integrated with MSCRM out-the-box.
Purchasing processes
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
OP.2 Select final supplier & negotiate
PURCHASING
OP.1Identify sources of supply
OP.3Mng purchase req’s & orders
OP.4Mng receive & verify discrepancies
OP.5Authorize supplier payment
OP.6Mng return goods
AliciaInga
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.
Returns management processes 1/2
Personas-Lisa (Customer Sales Rep.)
-Susan (Order Processor)
Pain Points:-Unable to issue RMA
-Cannot link a sales order to a RMA
CHCE.2Determine solution or assign service case
HANDLE CUSTOMER ENQUIRIES
CHCE.1Receive customer inquiries & prioritize
CHCE.3Follow up on customer case
CHCE.4Determine customer satisfaction level
CHCE.5Authorize customer returns
Features: Return process support
- Dedicated RMA management
- Reason and disposition code setup
Return classification- Reason codes for classifying customer returns
LisaSusan
Returns management processes 2/2
Persona:-Ricardo (Quality Controller)
Pain Points:-Unable to register and
report results on returned items
Persona:-Sammy (Shipping &
Receiving)
Pain Points:-Unable to locate RMA in
system
-Unable to receive & verify returns
OQ.2Inspect return products
QUALITY ASSURANCE
OQ.1Inspect products
OQ.3Test products (sample)
OQ.4Receive & inspect product at customer site
OQ.5Outsourced Inspection
OR.2 Verify products
RECEIVING
OR.1Receive products
OR.3Receive return products
OR.4Verify return products
Features: Return process UI
- Integrated Quarantine Management UI
Return classification- Disposition codes for determining handling of return items
Features: Return process UI
- Integrated Item Arrival UI
Return classification- Reason codes for classifying customer returns
- Disposition codes for determining handling of return items
Ricardo
Sammy Sammy
Forecast Service work levels
Determine Service Performance
Identify People and Resources
Schedule Resource Working hours
Prepare Service
Plan and allocate Service
Deliver Service
Finalize and close order (Invoicing)
Service Dispatching processes
Personas- Daniel (Service dispatcher)
- Marie (Customer Service Operations Manager)
Pain Points:- Lack of overview of service operation
Plan Service (SV1)
Manage Service Fulfillment (SV3)
Daniel
Features: Service Dispatching
- Gantt chart for easy overview and allocation of Service Orders
DanielMarie
Prepare Service
Plan and allocate Service
Deliver Service
Finalize and close order (Invoicing)
Forecast Service work levels
Determine Service Performance
Identify People and Resources
Schedule Resource Working hours
Service management home pages
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
Terrence
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
Features: Technician Home Page
- Receive new Service Orders
- Report consumption on Service Orders
- Close Service Orders
- Find history on Service Objects
Receiving processes
Workmodel, personas, key customer pains and features
OR.2 Verify products
RECEIVING
OR.1Receive products
OR.3Receive return products
OR.4Verify return products
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 tagsFeatures:
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
Sammy
Warehouse operations processes
OW.2Move product
WAREHOUSE OPERATIONS
OW.1Schedule warehouse activities
OW.3Warehouse services
OW.4Put-away
OW.5Picking
OW.6Pack & move to desptach
OW.7Inventory counting
Features: Consolidate picking methods
More than 30 feature enhancements to streamline the picking process across the modules – making the picking process an easy and familiar task.
Examples of features that have been introduced/ enhanced as part of the picking consolidation:
- Minimum quantity on ‘buffer-pallet’ before making output pallet transport, ensuring minimum load on pallets if needed.
- Automatic activation of refill pallet transport, ensuring timely refill of picking locations.
- Automatic reservation of items on picking list to reduce picking issues (items not on picking location at time of pick).
Persona:-Ellen (Warehouse Manager)
Pain Points:-Lack of insight to operational performance
Ellen John
Shipping processes
OS.2Route shipments
SHIPPING
OS.1Consolidate orders
OS.3Plan & build loads
OS.4Select carrier & rate shipments
OS.5Load vehicle, generate ship docs & ship products
OS.6Receive & verify products at customer site
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)
Sammy Sammy
Lean production processes
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
OM.2Schedule production activities
PRODUCTION
OM.1Finalize engeering
OM.3Issue materials
OM.4Produce & test incl subcontracting
OM.5Release product for delivery
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.
ShannonTonyLars
MRP production processes
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
OM.2Schedule production activities
PRODUCTION
OM.1Finalize engeering
OM.3Issue materials
OM.4Produce & test incl subcontracting
OM.5Release product for delivery
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.
ShannonTonyLars
OM.2Schedule production activities
PRODUCTION
OM.1Finalize engeering
OM.3Issue materials
OM.4Produce & test incl subcontracting
OM.5Release product for delivery
FL.2Allocatecosts/income
CLOSE
FL.1Process closing transactions
FL.3Revalue currencyamounts
FL.4Preparepre-closing reports
FL.5Close books
FL.6Prepareclosingstatements
Cost management processes
Persona:- Vince (Operation
manager )
Pain Points:- Insight into cost
composition
- Performance measurement
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
Vince
Features: Product costing
- Production cost variances- Cost breakdown (plan/estimated/actual)
Persona:- Ken (Controller)
Pain Points:- Indirect costs visibility
- Cost breakdown Insight
- Perform inventory valuation
Ken
Sales & Design Processes
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
SMS.2Contact Customer & Gather Requirements
MAKE THE SALE
SMS.1Respond to RFQ/RFP
SMS.3Offer Solution to Customer
SMS.4Close deal and implement
OPD.2Design product
PRODUCT DESIGN
OPD.1Plan product quality & cost targets
OPD.3Define material and prod process
OPD.4Product & production prototyping
OPD.5Create documentation
OPD.6Manage transition into production
OPD.8Manage product changes
OPD.7Refine existing products
Features: -Multi-site support creating configured BOMs and Routes
-Product Model debugger
-Performance Improvement
Susan
Emil
App integration fundamentals
Personas-Chris (IT Engineer)
Pain Points:-Unable to update document through the AIF
-Procure-to-pay and order-to-cash processes incomplete
AIF
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.
Chris
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
AX 5.0
ServiceOrders
RFQReply (in)
RFQSend (out)
ServiceAgreement
CustQuotation (out)
SalesQuotation(in)
Attendance
E-Signature fundamentals
Personas:Ricardo (Quality Controller)
Tim (IT Manager)
Sara (CFO)
Pain Points:- Lack of compliance for instance to SOX or Part 11 if not available
- Lack of control of personas authorized to a specific process
- Audit trails can be deleted or altered in existing versions
E-signature
Features: Electronic signature
By using the electronic signature the user acknowledges that his/ her signature is as legally binding as a handwritten signature.
The electronic signature feature supports processes and single record signatures as well as non-repudiation
Electronic signature is a stored in a database table field that can be enabled anywhere in the application
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.