Magazine Microsoft Dynamics AX2009


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Magazine dedicado a las novedades de la nueva versión de Microsoft Dynamics AX.

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Magazine Microsoft Dynamics AX2009

  1. 1. COLUMBUS IT magazine Focus on Dynamics AX 2009 How does Dynamics AX support the challenges in a modern competitive market?  Globalisation > page 4  Compliance > page 6  Productivity > page 8  Growth > page 10
  2. 2. Dynamics AX modules Financial Management Supply Chain Management Compliance Management  General ledger  Demand forecasting  Compliance Center  Accounts receivable and payable  Intercompany trade  Country-specific functionality  Bank management  Inventory management  Audit trails and acces control  Fixed assets  Distribution planning  Embedded workflow capacities  Shared services support  Procurement management  Cost accounting  Vendor self-service portal  Intercompany accounting and  Business-to-business trading Business Intelligence consolidation partner integration  Multi-site warehouse and Reporting management  Standard ad-hoc and analytical  Order handling with trade Manufacturing agreements reports with Microsoft SQL Server Reporting Services  Finite and infinite capacity and  Item and lot number reservation  RoleTailored, predefined, multi- materials planning and tracking dimensional data cubes  scheduling and sequencing Job  Order promising  Dashboard views of key  Resource management  RFID-enabled performance Indicators (KPIs)  Shop floor management  Work order management with job costing Service Management Human Resource  Product configuration  Quality management  Service orders and contracts Management  Lean manufacturing  Service calls and dispatching  Organizational and workforce  Repair management management  Service subscription  Recruiting and selection Project Accounting  Employee development and performance  Project finances and invoicing Mobility  Skills mapping  Project cost control  Expense management  Revenue recognition and work  Mobile Sales Assistant  Employee self-service portal in progress (WIP)  Integration with production  Consultant self-service portal Collaborative Workspace  Enterprise Portal based on Sales and Marketing SharePoint technology  Integrated united  Sales force and marketing communications automation  Lead and opportunity management  Telemarketing and telesales  Sales management  Customer self-service portal  Document management 2
  3. 3. Theme magazine Dynamics AX 2009 In this theme magazine, we will focus on the ERP solution, Microsoft Dynamics AX 2009, which was released in 2008/2009. In the four articles, we will look at how Dynamics AX 2009 supports companies in the challenges they face in a modern competitive market: Globalisation Companies in a global market have geographically fragmented supply chains, several distribution channels and production and stock locations. This also creates new challenges with regard to global reporting, requirements for compliance of local rules and willingness to adapt. > page 4 Compliance There are more and more laws, regulations, standards and practices which companies must comply with in order to manage in the competition. This places demands on the procedures and is often a heavy expense. > page 6 Productivity Improvement on productivity is about the users not having to spend unnecessary time on searching for data or looking for functions; that new users can get going quickly; that the system’s potential is utilised and that no one stops using it because it is cumbersome. > page 9 Growth Growth and the ability to handle change go hand-in-hand. Modern IT systems must be built for change with Service-Oriented Architecture (SOA), Web Services and a high performance and scalability. > page 10 If you would like to know more about Microsoft Dynamics AX, please visit our website: Enjoy reading! Best regards, Columbus IT 3
  4. 4. Globalisation New markets, political changes and tech- nological progress drive and continue to Globalisation brings fragmented supply change the world’s economy and create opportunities and challenges for business chains, several distribution channels leaders everywhere. The global challenge and production and stock locations The economic distances in the world are reduced due to declining prices on trans-  local time zones Accounting across sites port and communication and new markets  centrally managed payment function Organisations that comprise several are becoming mature and are being in- across companies companies can now create and manage cluded in the global economy.  master data with central product payments via a central service in Dynamics creation AX 2009. This eliminates duplicates of Whilst the technological development in  automation of inter-company trade supplier data and it streamlines the recent decades has made many things  automation of payments and processes regarding payment proposals, easier, the complexity of doing business settlements between companies settlement, editing of open transactions on a global scale has increased markedly.  standardised file exchange model, a and inter-company accounting is incor- e.g. via BizTalk porated in a number of processes. Companies in a global market have geogra- phically fragmented supply chains, several International supply chains Local time zones distribution channels and production and Dynamics AX 2009 has a new “multi-site” Organisations that work in several time stock locations. This also creates new functionality, which is a new layer between zones need control of the time. For challenges with regard to global reporting, the company and the production location. example, if times in production plans requirements for compliance with local are stamped with a common time zone, regulations and willingness to adapt. Dynamics AX can now manage a global regardless of which country you are in, oriented supply chain: local and central confusion and misunderstandings can One global solution stock control, site-dependent purchasing, easily arise. One of the objectives with Dynamics AX prices and procedures, automatic transfer 2009 is to make it easier for companies to orders, replenishment between sites, pro- The new time zone functionality in compete on a global market. duction across sites, etc. Dynamics AX 2009 means that each location only sees data in its own time For example, Dynamics AX 2009 supports: Expanded language functionality zone setting. Time information is saved  many physical sites for each company The language is often a barrier when a with information about the time zone  many languages and various legal company expands onto a new market. and all information in date and time requirements Dynamics AX 2009 has expanded the lan- fields are shown in the user’s  Asian and Arabic characters as well as guage functionality and supports 10 new preferred time zone. right/left reading direction countries. The solution’s user interface now adapts to both left and right reading direction and thus also supports Arabic. 4
  5. 5. Compliance with local regulations contribute to planning and analyse Requirements for the compliance of re- information. gulations can vary from area to area and it can be difficult to keep track of require- More information ments that must be complied with. Visit and read more about globalisation Dynamics AX 2009 contains a new Compli- in Microsoft’s white paper: ance Centre where you can manage com- Connectivity in Microsoft pliance of local regulations and standards. Dynamics AX 2009. Global planning and reporting Organisations that work globally need transparency in planning processes and performance indicators across depart- ments, sites and countries in order to be able to make qualified decisions. The integration between Dynamics AX 2009 and Business Intelligence tools pro- vides a complete tool for Performance Management. All processes for budget and forecast are managed as an inte- grated part of the solution and the individual user can monitor objective fulfilment, 5
  6. 6. Compliance Today, companies focus more on the The costs for complying compliance with standards. with standards are often a Compliance with standards big challenge for small and New laws like the Sarbanes-Oxley Act as medium-sized companies. is not just a necessary well as greater focus on compliance with existing legislation have created new Compliance is not just a evil; it is also a business challenges for business leaders. necessary evil; it is also a Compliance is about observing laws, business opportunity. It requires the gathering of opportunity. regulations and standards or following a information with preci- practice. The standards can originate from sion, and fast, effective The cost for compliance can be reduced external and internal sources and can be analysis and presentation. with Dynamics AX 2009’s architecture mandatory or voluntary. because the solution is closely integrated It requires procedures, which are with Active Directory, SharePoint, SQL Compliance is not just an accounting integrated in the company’s way of Server, Office and Windows Workflow question. Today it includes all aspects operating the business and it gives the Foundation. Functions such as Single of the business: finance, requirements company better control of business Sign-on and Windows Authentication from trade partners, environmental processes and streamlines the mana- improve security and the processing of requirements, etc. gement of customers. sensitive data. Challenge or business opportunity New tools Compliance Centre The challenge is to balance between the Dynamics AX 2009 provides cost-effective The new Compliance Centre in Dynamics contradictory goals of observing certain tools to manage compliance. The new AX 2009 simplifies compliance and standards while at the same time functions include: Workflow, Compliance keeps business information safe via retaining the company’s flexibility and Centre, configurable notifications as well tools to manage and control electronic adaptability and also to keep expenses at as role centres. content. The internal tools support a minimum. company management based on On the job Sara starts her workday An urgent phone call with Sara, CFO Sara prepares for a meeting with the Sara responds to a European regulator who CEO about last month’s sales figures wants transactional audit histories for at a subsidiary. She opens a sales form four subsidiaries. She quickly locates the from her Role Center, drills down into the Audit Trail report in the Compliance Center details, and quickly exports the data into and sends out her response. an Excel spreadsheet. 6
  7. 7. Compliance Centre in Dynamics AX 2009 data from business processes, internal workflows with visible processes so information and make it possible to react documentation, auditing information managers can track the status and faster to tasks regarding compliance. and reporting, which provides a graphic history of a specific event. Who did what overview of the verification effectiveness and when? The solution also contains The notifications in Dynamics AX 2009 can and document status. delegation of tasks, so tasks in the be configured for the individual company workflow processes can be assigned if and thus ensures that the correct user is Workflow automation there is absence, etc. notified of deviations and the necessary Workflow automation is essential for actions. compliance. With audits and enquiries, For example, Dynamics AX 2009 uses the documentation of a chain of events is a workflow functionality in a completely More information heavy workload and workflow automation new module for the handling of purchase Visit can assist by ensuring consistent and requisitions as well as in new functionality and read more about compliance in documented processes in the entire for the management of expense vouchers. Microsofts white paper: Transform the organisation. Challenge of Compliance into Bottom Line Overview and notification Benefits. Workflow is a new function in Dynamics The new role centres in Dynamics AX AX 2009. You can set up individual 2009 provide the user with specific role Monitoring One last performance important issue Between meetings, Sara checks her Role Sara sees an alert to approve a purchase Center and sees one of her KPIs—“days order (PO) over the authorized limit. outstanding invoices”—is red and exceeds From her Role Center, she reviews and the norm. She sets up a meeting with approves the PO. Phyllis, her accounting manager, to discuss the matter. 7
  8. 8. On the job Vince starts early An unexpected change with Vince, Operations Manager Vince opens his Role Center and views a Kevin from sales calls about an graph tracking product defects. He notices unexpected order increase from a key an increase for the third week in a row. He customer. From his Role Center, Vince quickly sets up a meeting with Ricardo, his opens the production planning Gantt quality control manager, to discuss the chart so he can discuss how to get the job issue. done with his production team. 8
  9. 9. Productivity Improvement on productivity is an es- is adapted to the individual employee’s The integration with Business Intelligence sential point in Dynamics AX 2009. Sur- role, the workflows controls that tasks tools provides a complete enterprise- veys show that our working week only and request for approvals goes to the level tool for Business Intelligence and effectively begins on Tuesdays at 1 p.m. We right employees in the right sequence. Performance Management. Dynamics AX actually spend 30% of our time looking for The software ensures that the employees 2009 is also fully integrated with SQL Server programmes and data. Moreover, we use remember every step in the process in 2008 Reporting Services and contains more only 40-60% of the functionality in the relation to the individual’s role. than 120 pre-defined reports. systems. Improvements in the user interface Usability brings productivity The answer is user friendliness and this Role centres will The design of the user interface has been developed so it matches Office 2007 brings productivity. Therefore, the title of Microsoft’s strategy is: “People Ready”. fundamentally in both appearance and functionality and this provides easier operation. For Using a general term, we also call it Role Tailored IT. The goal is that the users are change ERP as a example, there are List pages (overview tabs), breadcrumb bars, Action Pane not only able to use the solution, but also menus (known from Office 2007), want to use it. concept. transport buttons, address bar, command bar, navigation pages, etc. With Dynamics AX 2009’s new role centres, As standard, Dynamics AX 2009 contains self-service Business Intelligence and more than 30 role centres and the users More integration workflows, employees are guided through can adjust their personal role centre to Dynamics AX 2009 is more closely each process and utilise the systems contain what they want to see. integrated with Office than ever before better – and in so doing become more and close integration with SharePoint and efficient. Self-service BI Unified Communications improves the Dynamics AX 2009 makes Business productivity by the employees being able Role centre Intelligence available to everyone in the to cooperate more effectively. For example, The role tailored concept is the biggest organisation and provides transparency Unified Communications share contact news we have heard in many years and will across departments, real-time access to information with Dynamics AX 2009 so fundamentally change ERP as a concept. information and strong reporting tools. This you can quickly see who is present and provides better insight and a better basis available as well as share documents and Role centres are personified portals that for decision. information easily. show specific data, reports, notifications, documents, key figures and tasks, which As standard, 10 SQL Analysis Server cubes More information regard the user’s role in the organisation. are delivered with Dynamics AX 2009 Visit Thus, it is the user’s role that determines regarding e.g. finance, sales, procurement and read more about productivity the content of the role centre. and stock. This makes it easier for the users in Microsofts white paper: Empower Your to analyse data in Excel themselves or to People with Self-Service Business Intelligence. The basic idea behind the role centres is show key figures in their role centre. The closely connected to workflows. Just as user can also export data from list pages role centres ensure that the user interface directly to Excel. Thinking The end ahead of the day Vince needs to carefully monitor a new Vince sees an alert in his Role Center to product. He sets up several alerts to notify approve an expense report submitted him by e-mail of any delay to the ship- by Tony, his production manager. From ments of product components. his Role Center, Vince opens the report, reviews the details, and gives his approval. 9
  10. 10. Growth Managing growth requires the ability to adapt and react quickly to changes. Relations with business partners become Modern IT must be designed for change more dynamic and volatile due to shorter product life cycles and changing needs of with SOA, web services, high performance the customers. and scalability. Growth and change go hand-in-hand and Dynamics AX 2009 is designed to handle frequent changes and growth, e.g. via Web services 2008 shows a significant improvement Real-World SOA, web services and high Companies must be quick to build rela- in performance and via database com- performance and scalability. tions with cooperation partners and it’s pression in SQL Server 2008, the size of no good if it takes a long time to set up IT the database is reduced by 60-80%. Real-World SOA integration. Service-Oriented Architecture (SOA) is In the test, Dynamics AX 2009 processed about creating a standardised design that Web service is a pre-defined standard for 322,000 lines per hour from 2,250 simul- provides an integrated IT infrastructure that integration and it reduces time used and taneous users and 40 batch clients can quickly adjust to changed business the costs of IT integration. without creating locking problems. needs without replacing the entire IT infrastructure. Dynamics AX 2009 is supplied with 80 The user experience was a sub-second complete business documents that can response time for ordinary functions such SOA projects, which are designed for quick be exchanged with business partners via as line updating and less than 2-3 seconds and frequent adjustments to business web services. For example, purchase order, for the most intensive updating functions. goals, are called a “Real World” approach delivery note, request for quote, etc. to SOA. Visit Performance and scalability and read more about growth. SOA capabilities are not just built into the In the development of Dynamics AX core of Dynamics AX 2009, but also in the 2009, significant focus was placed on infrastructure, such as SQL Server, BizTalk performance and scalability. A benchmark Server, .NET Framework, Windows Server test of Dynamics AX 2009 operating on and Office SharePoint Server. SQL Server 2008 and Windows Server More information On our website you can read more about the topics in this theme magazine: Globalisation, Compliance, Productivity and Growth. We have also collected some relevant data sheet and white papers from Microsoft about Dynamics AX 2009. You can find it all at: 10
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  12. 12. Columbus IT is a global technology consulting company that today supports customers in 101 countries, through more than 1,200 team members who operate in 30 countries. With almost 20 years of experience, we are recognized by specific industry offerings in Retail, Manufacturing & IEM, Distribution, Food and number of others. We are also acknowledged through a strong reference on Dynamics ERP, CRM and BI solutions. Our customers choose us for the ability to get the job done right, proven by over 5,000 successful implementations since 1989 – and for our people who have the highest level of integrity, respect and trust. People who build trust and mutual respect – one successful implementation after another. If that’s the kind of people you want on your ERP, BI or CRM implementation team, we invite you to visit our website and contact the Columbus IT office nearest you. Columbus IT offices worldwide Brazil Estonia Latvia Qatar Sweden Chile France Lithuania Russia Switzerland Colombia Germany Mexico Saudi Arabia Ukraine Costa Rica Indonesia Netherlands Singapore United Arab Emirates Czech Republic Italy Norway Slovak Republic United Kingdom Denmark Kazakhstan Poland Spain United States