Presentations Axapta Tdm Overall Functionality

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  • Presentations Axapta Tdm Overall Functionality

    1. 1. Microsoft Axapta “ Functionality” slides for TDM sales presentation
    2. 2. Microsoft Axapta Base Package <ul><li>The base package provides a foundation of: </li></ul><ul><li>One user </li></ul><ul><li>Three company accounts </li></ul><ul><li>Three dimensions </li></ul><ul><li>Unlimited virtual companies </li></ul><ul><li>One language </li></ul><ul><li>Security and user management capabilities </li></ul><ul><li>Menu and form designer with IntelliMorph technology </li></ul><ul><li>One Microsoft Axapta Application Object Server (AOS) </li></ul>
    3. 3. Microsoft Axapta Base Package Languages <ul><li>The base package includes one language </li></ul><ul><li>Used to present the user interface </li></ul><ul><li>Online help </li></ul><ul><li>Forms, reports and menus </li></ul><ul><li>Printed reports </li></ul><ul><li>Invoices, purchase and sales orders </li></ul><ul><li>Additional languages can be licensed. </li></ul>
    4. 4. Microsoft Axapta Base Package Languages Available: <ul><li>Danish </li></ul><ul><li>Dutch (standard) </li></ul><ul><li>Dutch (Belgium) </li></ul><ul><li>English (US) </li></ul><ul><li>English (UK) </li></ul><ul><li>English (Australia) </li></ul><ul><li>English (Ireland) </li></ul><ul><li>English (South Africa) </li></ul><ul><li>Finnish </li></ul><ul><li>French (standard) </li></ul><ul><li>French (Belgium) </li></ul><ul><li>French (Switzerland) </li></ul><ul><li>German (standard) </li></ul><ul><li>German (Austria) </li></ul><ul><li>Icelandic </li></ul><ul><li>Italian (standard) </li></ul><ul><li>Italian (Switzerland) </li></ul><ul><li>Norwegian (Bokman) </li></ul><ul><li>Portuguese (standard) </li></ul><ul><li>Spanish (Spain-modern) </li></ul><ul><li>Swedish </li></ul><ul><li>Thai </li></ul><ul><li>Czech </li></ul><ul><li>Estonian </li></ul><ul><li>Hungarian </li></ul><ul><li>Latvian </li></ul><ul><li>Lithuanian </li></ul><ul><li>Polish </li></ul><ul><li>Russian </li></ul><ul><li>Turkish </li></ul>More languages than these may be available from VARs or Microsoft Certified Business Solutions Partners.
    5. 5. Microsoft Axapta Database <ul><li>All business information is stored in a single database </li></ul><ul><ul><li>Simple, all-in-one architecture </li></ul></ul><ul><ul><li>Easier maintenance and upgrades </li></ul></ul><ul><ul><li>Leads to lower TCO </li></ul></ul><ul><ul><li>No database synchronization means lower risk of data corruption </li></ul></ul><ul><li>Supported databases: </li></ul><ul><ul><li>Microsoft SQL Server 2000® </li></ul></ul><ul><ul><li>Oracle 9i </li></ul></ul>
    6. 6. Microsoft Axapta System Configuration <ul><li>Implementation </li></ul><ul><li>All Microsoft Axapta functionality is installed with initial implementation </li></ul><ul><li>License keys unlock functionality you choose </li></ul><ul><li>Unused functionality is hidden, not deleted </li></ul><ul><ul><li>Just enter new license keys to access new functionality </li></ul></ul><ul><ul><li>Leads to faster implementation and lower upgrade costs </li></ul></ul><ul><li>IntelliMorph </li></ul><ul><li>Build and control fields and forms easily </li></ul><ul><li>Simple enough for users to learn to configure their own systems, saves on IT resources </li></ul>
    7. 7. Microsoft Axapta Application Object Server (AOS) <ul><li>2-tier and 3-tier support </li></ul><ul><li>3-tier thin client </li></ul><ul><ul><li>Lower requirements for client machinery and bandwidth </li></ul></ul><ul><ul><li>Improved database security </li></ul></ul><ul><li>3-tier rich client </li></ul><ul><ul><li>Leverage greater hardware capacity of powerful client computers </li></ul></ul><ul><ul><li>Ideal for batch execution and high-demand users </li></ul></ul><ul><li>2-tier and 3-tier mixed environment </li></ul><ul><li>Takes advantage of a mix of different hardware, using each computer's capacity to its full extent </li></ul><ul><li>Ideal for companies with mixed user needs (some heavy, some light needs) </li></ul><ul><li>Cluster Technology </li></ul><ul><li>Automatically balance users between servers in the cluster </li></ul><ul><li>Increase redundancy and capacity, simply by adding extra AOS servers. </li></ul><ul><li>If one server fails, clients only have to reconnect to continue working, reducing downtime </li></ul><ul><li>Remote Site and User Support </li></ul><ul><li>Remote sites and users use AOS to connect to a central or headquarters Microsoft Axapta solution through a WAN </li></ul><ul><li>Web Deployment </li></ul><ul><li>Install, update, configure or launch Microsoft Axapta by the touch of a button </li></ul><ul><li>An ActiveX component on a Web page shows the status of the local installation </li></ul>
    8. 8. Financial Management <ul><li>Financials I </li></ul><ul><li>Financials II </li></ul><ul><li>Electronic Banking </li></ul><ul><li>Fixed Assets </li></ul>
    9. 9. Financial Management Financials <ul><li>General Ledger </li></ul><ul><li>Manage accounting periods and use a reliable year-end procedure including a closing sheet </li></ul><ul><li>Multiple configurable journals with approval capability </li></ul><ul><li>Extensive posting control system </li></ul><ul><li>Handle multi-currency and exchange adjustment </li></ul><ul><li>Multiple structured budget </li></ul><ul><li>Extensive and flexible tax module feature </li></ul><ul><li>Book transactions across companies </li></ul><ul><li>Cash flow forecasting and currency requirement calculation allows projection of future transactions based on commitments </li></ul><ul><li>Consolidate either online or through data exports and imports between companies </li></ul><ul><li>Redistribute amounts automatically, according to predefined setups of accounts, dimensions and percentages (Financials II) </li></ul>
    10. 10. Financial Management Financials <ul><li>Bank Management </li></ul><ul><li>Bank account reconciliation, including bank account statement electronic import (for selected countries ) </li></ul><ul><li>Handling of check and monitoring of deposits, draft, and payments in general </li></ul><ul><li>Accounts Receivable </li></ul><ul><li>Monitor credit checks </li></ul><ul><li>Flexible terms of payment, including advanced payment schedules and cash discounts </li></ul><ul><li>Free text invoicing (non stock invoicing) </li></ul><ul><li>Advanced collection letter and interest calculation </li></ul><ul><li>Payment journal with payment proposal features </li></ul><ul><li>Multiple currency handling and exchange rate adjustment </li></ul><ul><li>Accounts Payable </li></ul><ul><li>Flexible terms of payment, including advanced payment schedules and cash discounts </li></ul><ul><li>Multiple invoice entry options, such as separate handling of approved and unapproved invoices, and matching invoices to physical deliveries </li></ul><ul><li>Payment journal with payment proposal features </li></ul><ul><li>Multi-currency handling and exchange rate adjustment </li></ul>
    11. 11. Financial Management Electronic Banking and Fixed Assets <ul><li>Electronic Banking </li></ul><ul><li>Supports the import and export of payment files to financial institutions in several countries </li></ul><ul><li>Functionality is spread across accounts receivable, accounts payable and bank management </li></ul><ul><li>Fixed Assets Management </li></ul><ul><li>Fixed assets budgeting </li></ul><ul><li>Multiple depreciation models </li></ul><ul><li>Integrated to purchasing and inventory functionality </li></ul><ul><li>Bar code handling </li></ul>
    12. 12. Financial Management Dimensions <ul><li>Dimensions values are applied and stored at the transaction level </li></ul><ul><li>Data can be aggregated by dimensions when running reports and inquiries </li></ul><ul><li>OLAP cubes use dimensions to analyze business data even further </li></ul><ul><ul><li>(covered in more detail later in Business Analysis) </li></ul></ul><ul><li>Rules can be set on accounts to control postings to the General Ledger, according to the dimensions applied </li></ul><ul><li>Default dimensions can be set on base data, such as ledger accounts and customer accounts </li></ul>
    13. 13. Supply Chain Management <ul><li>Trade </li></ul><ul><li>Intercompany </li></ul><ul><li>Logistics </li></ul><ul><li>Product Builder I, II, III, IV </li></ul><ul><li>Production I, II, III </li></ul><ul><li>Master Planning </li></ul><ul><li>Shop Floor Control I, II, III </li></ul><ul><li>Warehouse Management I, II </li></ul>
    14. 14. Supply Chain Management Trade <ul><li>Initiate purchase order from: </li></ul><ul><ul><li>Production orders </li></ul></ul><ul><ul><li>Sales orders </li></ul></ul><ul><ul><li>Inventory coverage rules </li></ul></ul><ul><li>Generate a price calculation in real-time </li></ul><ul><li>Compare cost prices against revenue </li></ul><ul><li>Create credit notes from invoice journals </li></ul><ul><li>Get a notification of backorders when receiving goods </li></ul><ul><li>Print backorder information on delivery documentation and invoices </li></ul><ul><li>Automatically substitute unavailable items with alternate items </li></ul><ul><li>Cost price principles: FIFO, LIFO, standard cost price, and weighted average </li></ul><ul><li>Easy reconciliation of inventory values versus ledger transactions </li></ul><ul><li>Use tag counting and transfer to counting journal </li></ul><ul><li>Trade Agreements (separate module) </li></ul>
    15. 15. Supply Chain Management Intercompany <ul><li>Instantly create and update inter-company sales orders from purchase orders and vice versa </li></ul><ul><li>Receive items automatically, based on the selling subsidiary’s delivery note </li></ul><ul><li>Invoice items automatically, based on the selling subsidiary’s invoice </li></ul><ul><li>Make stock-on-hand inquiries in all subsidiaries </li></ul>
    16. 16. Supply Chain Management Logistics <ul><li>Enter and edit sales and purchase forecasts </li></ul><ul><li>Describe any item using configuration, size and color </li></ul><ul><li>Describe storage by using warehouse, pallets and locations </li></ul><ul><li>Track items using the serial and batch number dimensions </li></ul><ul><li>Get an overview of current on-hand inventory per warehouse </li></ul><ul><li>Get current on-hand situation by looking at any item or storage dimension </li></ul><ul><li>Automatic or manual quarantine orders </li></ul><ul><li>Calculate the ABC analysis based on: revenue, cost value, margin, and carrying costs, with user-defined limits </li></ul><ul><li>Maintain multiple barcodes per item </li></ul><ul><li>Maintain multi-level BOMs, with version and date control </li></ul><ul><li>BOM explosion for materials planning and pricing calculation </li></ul><ul><li>Drag and drop graphical suite for designing BOMs </li></ul>
    17. 17. Supply Chain Management Product Builder <ul><li>Product Builder I- Product Configuration </li></ul><ul><li>Integrated with sales orders, purchase orders and production </li></ul><ul><li>Customized interface for every user, showing only product options that apply to them </li></ul><ul><li>Let each customer configure their own products </li></ul><ul><li>Set default values for variables </li></ul><ul><li>Reuse data from previous configurations </li></ul><ul><li>Generate item numbers based on the model variables </li></ul><ul><li>Base price calculations on customers’ choice of variables from product models </li></ul><ul><li>Export or import product models </li></ul><ul><li>Use sub models that inherit variables from top to bottom and visa versa </li></ul><ul><li>Product Builder II- Validation Rules </li></ul><ul><li>Validate values and display an error message built from the condition </li></ul><ul><li>Create rules that govern the allowed content of variables </li></ul><ul><li>When a customer makes a product configuration choice, other configuration options are turned on or off automatically </li></ul><ul><li>Product Builder III- Routing Integration </li></ul><ul><li>Create production specific routes and job cards for each configured item </li></ul><ul><li>Default routes, as templates for the routes created in the product model </li></ul><ul><li>Complete default route in product model </li></ul><ul><li>Product Builder IV- Advanced Configurations </li></ul><ul><li>Access all the tables and classes in your Microsoft Axapta installation </li></ul><ul><li>Create complex formulas for tasks such as the calculation of raw material consumption </li></ul><ul><li>Create advanced calculations using X++ programming language. </li></ul>
    18. 18. Supply Chain Management Production <ul><li>Production I </li></ul><ul><li>Production orders can be categorized into pools for scheduling or groups to be posted in the General Ledger </li></ul><ul><li>A standard production Bill of Materials (BOM) is copied to the production order </li></ul><ul><li>A graphical BOM display gives a visual representation of changes you make to create “what if” scenarios </li></ul><ul><li>Production scheduling can be done forward or backward with different dates </li></ul><ul><li>All production consumption is reported through journals </li></ul><ul><li>Production II (Routing Management) </li></ul><ul><li>Route complexity- plan simple, sequential routes, or complex networks of routes </li></ul><ul><li>Finite or infinite scheduling, forwards and backwards from various dates </li></ul><ul><li>Describe each operation component in the production route by many descriptors </li></ul><ul><li>Calculate expected waste per operation as a percentage, both by individual operation and by accumulated scrap over the whole production process </li></ul><ul><li>Track detailed costs related to resources and throughput </li></ul><ul><li>Production III (Shop Management) </li></ul><ul><li>Gantt chart gives you a graphical presentation of your production schedules </li></ul><ul><li>Reschedule jobs simply by dragging and dropping in the Gantt chart </li></ul><ul><li>Task Groups let you use alternative work centers in case of scheduling overloads </li></ul><ul><li>By rescheduling jobs to avoid bottlenecks, Microsoft Axapta automatically reschedules the rest of the route to reflect the new capacity loads </li></ul><ul><li>Track setup or process job per operation, and report consumption based on job number </li></ul><ul><li>Set up jobs that require the same work center to all reach that work center concurrently </li></ul>
    19. 19. Supply Chain Management Master Planning <ul><li>Forecast Scheduling and Master Planning </li></ul><ul><li>Get an overview of longer-term purchase, production and resource requirements based multiple forecast scenarios </li></ul><ul><li>Create multiple plans for short term master scheduling </li></ul><ul><li>Coverage Groups- attach different time fence controls to different items </li></ul><ul><li>Scheduling Methods </li></ul><ul><li>Operations scheduling schedules operations and lead times by day </li></ul><ul><li>Job scheduling schedules operations by day and time </li></ul><ul><li>Messages </li></ul><ul><li>Future messages flag orders that cannot be delivered on the requested date. The future message shows the earliest possible delivery date based on materials and capacity requirements. </li></ul><ul><li>Action messages suggest changes to existing orders and planned orders to confirm adequate quantity in inventory to meet requirements </li></ul><ul><li>Order Promising </li></ul><ul><li>Available-to-promise (ATP): calculates delivery date based on available inventory and current production orders </li></ul><ul><li>Capable-to-promise (CTP): calculates delivery date based on available materials and production capacity </li></ul><ul><li>Tie sales proposals to planning materials (requires Axapta CRM) </li></ul>
    20. 20. Supply Chain Management Shop Floor Control <ul><li>Shop Floor Control I (Time and Attendance) </li></ul><ul><li>Set rules for flexible working hours, while maintaining control of total employee hours job, including collection and management of overtime </li></ul><ul><li>Two step validation to check time calculation and approval status </li></ul><ul><li>Shop Floor Control II (Job Registration) </li></ul><ul><li>Bundle jobs, so the same employee can work on simultaneous jobs </li></ul><ul><li>Create a team function, by appointing a ‘pilot’ or team leader </li></ul><ul><li>Register non-productive time </li></ul><ul><li>Track progress on jobs, and simulate completion time based on current progress </li></ul><ul><li>Shop Floor Control III (Payroll Generating) </li></ul><ul><li>Categorize payroll data into pay categories </li></ul><ul><li>Track payment data for piecework jobs </li></ul><ul><li>Generate payroll statistics </li></ul><ul><li>Allocate payroll expenses to individual production jobs or to projects </li></ul>
    21. 21. Supply Chain Management Warehouse Management <ul><li>Warehouse Management I </li></ul><ul><li>Eight different dimensions, such as warehouse, location, pallets, item origin and configuration, </li></ul><ul><li>Warehouse Management II </li></ul><ul><li>Placement and storage </li></ul><ul><ul><li>Specify different location and storage policies at both the warehouse level and the item level </li></ul></ul><ul><ul><li>Random location storage functions determine the storage location based on rules regarding size, volume and height </li></ul></ul><ul><li>Warehouse zones and locations </li></ul><ul><ul><li>Organize warehouses into storage zones in order to prioritize selection of locations for incoming inventory </li></ul></ul><ul><ul><li>Specify warehouse locations on five levels: warehouse, aisle, rack, shelf and bin </li></ul></ul><ul><li>Shipments </li></ul><ul><ul><li>Point out orders that can be shipped together to reduce total picking time </li></ul></ul><ul><ul><li>Consolidate shipments of multiple sales orders placed by the same customer </li></ul></ul><ul><ul><li>Derive output orders from sales order lines or production order lines </li></ul></ul><ul><li>Pallet transports </li></ul><ul><ul><li>Create pallet transports to move groups of items within and between warehouses </li></ul></ul><ul><li>Bar coding </li></ul><ul><ul><li>Print pallet label, location label and bill of lading labels that include bar codes for automatic tracking </li></ul></ul>
    22. 22. Project Accounting <ul><li>Project Accounting I </li></ul><ul><li>Project Accounting II </li></ul>
    23. 23. Project Accounting Project Accounting I <ul><li>Registration and data entry </li></ul><ul><li>Itemize costs, hours and materials consumed and enter them into the journal </li></ul><ul><li>Invoicing </li></ul><ul><li>Invoice each project or project group, and retain itemized time and resource costs </li></ul><ul><li>Sub projects can also be invoiced separately or together </li></ul><ul><li>Set internal approval procedures for invoices </li></ul><ul><li>Track prepayments and apply them to future invoices </li></ul><ul><li>Enter project costs directly into Accounts Payable or Purchase Orders </li></ul><ul><li>Project management </li></ul><ul><li>Break down the time and materials used on projects and assign individual hours or items to sub-projects </li></ul><ul><li>Save project structures, so that budgets, sub-projects and activities can be copied from previous projects </li></ul><ul><li>Schedule tasks and allocate resources and capacity to future tasks </li></ul><ul><li>Accounting </li></ul><ul><li>Apply dimensions to every transaction in a project </li></ul><ul><li>Post transactions specific ledger accounts depending on pre-set criteria </li></ul><ul><li>Inquiry and reporting </li></ul><ul><li>A report generator allows extended reporting with load and save capabilities </li></ul><ul><li>A statistic form compares project budgets to consumption over time </li></ul><ul><li>Follow transaction needs for a single project or group of projects </li></ul>
    24. 24. Project Accounting Project Accounting II <ul><li>Large contract management </li></ul><ul><li>Manage fixed price projects or projects with a mix of fixed price and time and materials components </li></ul><ul><li>Book costs and revenue at intervals as the project progresses, only upon project completion </li></ul><ul><li>Work-in-progress projects </li></ul><ul><li>Specify work-in-progress (WIP) accounts to collect transactions that don’t affect the profit and loss statement during the course of the project </li></ul><ul><li>Track projects that use WIP accounts and move transactions between WIP accounts and the General Ledger </li></ul><ul><li>Project costs and performance </li></ul><ul><li>Calculate consumption on individual cost groups </li></ul><ul><li>Posting </li></ul><ul><li>Apply a choice of 14 posting principles to internal, time and material, and fixed-price projects </li></ul><ul><li>Control types can be set so employees can only enter data for categories or projects that are relevant to their jobs </li></ul>
    25. 25. Customer Relationship Management <ul><li>Sales Force Automation </li></ul><ul><li>Sales Management </li></ul><ul><li>Marketing Automation </li></ul><ul><li>Telemarketing </li></ul>
    26. 26. Customer Relationship Management Sales Force Automation <ul><li>Contact Management </li></ul><ul><li>Store information on prospects, customers, vendors, and other business contacts </li></ul><ul><li>Register activities associated with the sales process </li></ul><ul><li>Synchronize appointments and tasks with Microsoft Outlook </li></ul><ul><li>Drag and drop from Windows Explorer and Microsoft Outlook into Microsoft Axapta </li></ul><ul><li>Track all additions, changes and deletions to contact and sales process information </li></ul><ul><li>Track all mailings, telephone and e-mail communications </li></ul><ul><li>Contact groups of customers based on selected criteria applied to customer data </li></ul><ul><li>Sales Process Management </li></ul><ul><li>Generate leads by importing them from external sources, then allocate responsibility for leads to your sales staff and track the quality of leads </li></ul><ul><li>Extend offers to groups of leads, based on customized profiles </li></ul><ul><li>Easy access to sales-related information throughout the system </li></ul><ul><li>Track the effectiveness of sales and marketing staff </li></ul><ul><li>Assign probability percentages to your sales quotations </li></ul>
    27. 27. Customer Relationship Management Sales Management <ul><li>Sales staff budgeting </li></ul><ul><li>Define sales targets for individuals and teams </li></ul><ul><li>Automatically compare sales figures with budgets, to measure sales performance </li></ul><ul><li>View sales performance by multiple selected dimensions, to aid sales flow analysis </li></ul><ul><li>Management Statistics </li></ul><ul><li>Manage and monitor the activities of sales teams </li></ul><ul><li>Track the status of sales activities, including pending sales quotations and lead management </li></ul><ul><li>Track the performance and activities of specific sales people </li></ul><ul><li>Display sales data graphically to simplify analysis </li></ul><ul><li>Export sales data and graphics to external applications </li></ul>
    28. 28. Customer Relationship Management Marketing Automation <ul><li>Communications management </li></ul><ul><li>Create campaigns based on sales and demographic information </li></ul><ul><li>Assign communications tasks to sales or marketing staff based on responsibilities and specializations </li></ul><ul><li>Link campaigns, questionnaires, projects and Web responses </li></ul><ul><li>Divide campaigns into sub-campaigns, to reach more specific audiences </li></ul><ul><li>Link campaigns to projects and record financial data about campaign execution (requires Microsoft Axapta Project I) </li></ul><ul><li>Broadcast campaigns over e-mail, Web, faxes, mailings and phone </li></ul><ul><li>Use old campaign structures as templates for new campaigns </li></ul><ul><li>Marketing encyclopedia </li></ul><ul><li>Common repository for all of your sales and marketing collateral </li></ul><ul><li>Exchange sales and marketing knowledge </li></ul><ul><li>Review sales material such as information on product line, products and price lists </li></ul><ul><li>Categorize sales and marketing materials for quick access (i.e. product line, white papers, graphics, and videos) </li></ul><ul><li>Access information in the encyclopedia that supports Web links, audio/video clips, presentations and graphical software </li></ul><ul><li>Track competitor information and trends with competitor websites for review </li></ul>
    29. 29. Customer Relationship Management Telemarketing <ul><li>Create call lists based on contacts in business relation and contacts table </li></ul><ul><li>Integration between campaigns and call list </li></ul><ul><li>Integrate questionnaire data in the sales process </li></ul><ul><li>Use Questionnaire to build custom call scripts, to guide staff through phone call interactions </li></ul><ul><li>A telemarketing window contains all the relevant information marketing and customer support specialists need </li></ul><ul><li>Full call logging that includes time, date, duration, caller etc. </li></ul><ul><li>Extract customer groups and allocate responsibility for calls across your telemarketing or phone support staff </li></ul><ul><li>Analyze employee performance and call statistics </li></ul>
    30. 30. Human Resource Management <ul><li>Human Resource Management I </li></ul><ul><li>Human Resource Management II </li></ul><ul><li>Human Resource Management III </li></ul>
    31. 31. Human Resource Management Human Resource Management I <ul><li>Core Human Resource Management </li></ul><ul><li>Core human resource management administrative functionality </li></ul><ul><li>Store payroll information, historical data, job and position information </li></ul><ul><li>Register benefits </li></ul><ul><li>Manage loaned items </li></ul><ul><li>Compare actual employee skills to skill targets </li></ul><ul><li>Generate reports for follow-up, reporting and decision support </li></ul><ul><li>Organization </li></ul><ul><li>Manage line, matrix and project organizations </li></ul><ul><li>Maintain organizational structure and create new business units </li></ul><ul><li>Visual, function-oriented organizational charts </li></ul>
    32. 32. Human Resource Management Human Resource Management II <ul><li>Organization </li></ul><ul><li>Administer position groups and positions or jobs </li></ul><ul><li>Create job profiles and describe roles and requirements </li></ul><ul><li>Recruitment </li></ul><ul><li>Manage the recruitment process </li></ul><ul><li>Automate correspondence through integration with Microsoft Word </li></ul><ul><li>Microsoft Outlook integration support for interview administration </li></ul><ul><li>Statistical overviews of the recruitment process </li></ul><ul><li>Measure media response </li></ul><ul><li>Absence Management </li></ul><ul><li>Define multiple absence categories </li></ul><ul><li>Register absences individually and collectively </li></ul><ul><li>Statistical and graphical presentation of absence data </li></ul>
    33. 33. Human Resource Management Human Resource Management III <ul><li>Employee development </li></ul><ul><li>Personal development plan with activities and deadlines </li></ul><ul><li>Periodic interview management </li></ul><ul><li>Microsoft Outlook integration support for interview administration </li></ul><ul><li>Competence management </li></ul><ul><li>Graphical tools for skill-gap analysis </li></ul><ul><li>Skill-gap analysis based on job profiles and skill assessment </li></ul><ul><li>Skill searches support filtering and weighting of skills </li></ul><ul><li>Course administration </li></ul><ul><li>Register course details, instructors, participants and locations </li></ul><ul><li>Manage training agendas, tracks and sessions </li></ul><ul><li>Link course completion and CV or resume information </li></ul><ul><li>A participant list captures participants’ training history </li></ul><ul><li>Reports for waiting list, confirmation and certificates </li></ul>
    34. 34. Other Microsoft Axapta Functionality <ul><li>Balanced Scorecard </li></ul><ul><li>Business Process Management </li></ul><ul><li>Questionnaire I </li></ul><ul><li>Questionnaire II </li></ul><ul><li>Business Analysis </li></ul><ul><li>E-Business: Enterprise Portal </li></ul><ul><li>E-Business: Commerce Gateway </li></ul><ul><li>Microsoft Axapta Development Tools </li></ul>
    35. 35. Balanced Scorecard <ul><li>Knowledge account plan </li></ul><ul><li>Create a structure and overview of your Balanced Scorecard </li></ul><ul><li>Set up Key Performance Indicators (KPIs) </li></ul><ul><li>Compare KPI target to actual KPI results </li></ul><ul><li>Group business information within perspectives such as “customers,” “internal processes,” “organization” and “financial” </li></ul><ul><li>Link KPIs to organizational units through Human Resource Management I </li></ul><ul><li>Measurements </li></ul><ul><li>Use a measurement wizard to easily query on data and define KPI measurements </li></ul><ul><li>Link KPIs to data either manually, from within Microsoft Axapta, or from an external data source </li></ul><ul><li>Calculations </li></ul><ul><li>Built-in tools help you define and control the consistency of your methods when designing KPIs </li></ul><ul><li>Periodic measurements </li></ul><ul><li>Run automatic measurements and reporting </li></ul><ul><li>Simulate future KPI results using different performance scenarios </li></ul><ul><li>Reporting and statistical analysis </li></ul><ul><li>Customize the graphical presentation of each KPI </li></ul><ul><li>Target performance information towards a specific management team, by selecting specific KPIs for specific team members </li></ul>
    36. 36. Business Process Management <ul><li>Strategic planning </li></ul><ul><li>Create a strategic plan step-by-step </li></ul><ul><li>Identify status and end results </li></ul><ul><li>Register SWOT analysis results </li></ul><ul><li>Break-down visions to define goals and milestones </li></ul><ul><li>Plan and follow-up with actions on initiatives </li></ul><ul><li>Link to action management and KPIs in Microsoft Axapta Balanced Scorecard </li></ul><ul><li>Define templates for strategic plans </li></ul><ul><li>Link strategic plans to organizational units in Human Resource Management I </li></ul><ul><li>Action management </li></ul><ul><li>Use detailed information on responsibilities, time, priorities and status </li></ul><ul><li>Register actions </li></ul><ul><li>Track responses to actions and how different actions are related </li></ul><ul><li>Structure responses and generate diverted actions </li></ul><ul><li>Send actions as email or create as tasks in Microsoft Outlook </li></ul><ul><li>Implement process design by using action templates </li></ul><ul><li>Create actions with action planning, and distribute to the responsible people </li></ul>
    37. 37. Questionnaire <ul><li>Questionnaire I </li></ul><ul><li>Design and deploy surveys rapidly </li></ul><ul><li>Each question is linked to an answer mode identified by text, date, numeric value or an answer collection defined by the questionnaire administrator </li></ul><ul><li>Enable free-text answers to any type of question. </li></ul><ul><li>Openly define response options </li></ul><ul><li>Accompany questions by rich media (pictures, audio video, etc.) </li></ul><ul><li>Design a question with sub-questions </li></ul><ul><li>Set up questionnaires with a branching structure, so that the questions a user sees depend on the answers to previous questions in the survey </li></ul><ul><li>Get a response history by questionnaire and individual </li></ul><ul><li>Get a result report, answer report and “wrong answers” report </li></ul><ul><li>Questionnaire Web portal (requires Enterprise Portal framework) </li></ul><ul><ul><li>Easy Web execution of surveys through Microsoft Axapta Enterprise Portal </li></ul></ul><ul><ul><li>View and analyze results online </li></ul></ul><ul><li>Questionnaire II </li></ul><ul><li>Manage questionnaire planning </li></ul><ul><li>Plan and distribute surveys to selected respondents </li></ul><ul><li>Mail correspondence to all respondents about the survey </li></ul><ul><li>Break down survey results by the demographics of respondents. </li></ul><ul><li>Display results graphically, with pivot tables and pivot graphics. </li></ul>
    38. 38. Business Analysis <ul><li>Business Analysis </li></ul><ul><li>Generate OLAP cubes to analyze business data by many dimensions or combinations of dimensions </li></ul><ul><li>View OLAP cubes within Microsoft Axapta or in Microsoft Excel, using pivot tables to visualize the data in different ways </li></ul><ul><li>Full control of the analysis server and OLAP database from within Microsoft Axapta </li></ul><ul><li>Microsoft Analysis Server </li></ul><ul><li>Available on the Microsoft SQL Server 2000 </li></ul><ul><li>Full synchronization with Microsoft Axapta </li></ul><ul><li>Create, maintain and control OLAP databases and cubes </li></ul><ul><li>Generate OLAP cubes </li></ul><ul><li>Create cubes in multiple currencies and languages </li></ul><ul><li>Periodic batch update possible for all cubes </li></ul><ul><li>Security and configuration </li></ul><ul><li>Controls access to cubes through user permissions and setup </li></ul>
    39. 39. Enterprise Portal Enterprise Portal Framework <ul><li>Enterprise Portal platform </li></ul><ul><li>Simple, browser-based user interface and intuitive controls </li></ul><ul><li>Supports intranet for internal employees, extranet for business-to-customer or business-to-business communication </li></ul><ul><li>Delivers Microsoft Axapta business data and business logic in real-time </li></ul><ul><li>Develop Web functionality using the standard MorphX development environment, no extra Web tools are necessary </li></ul><ul><li>Rapid deployment using Web site wizard </li></ul><ul><li>Multiple languages and currencies are also available to remote users </li></ul><ul><li>A data crawler automatically builds a searchable full-text index, so users can run back office data searches </li></ul><ul><li>Access Microsoft Exchange information without the need for plug-ins or ActiveX </li></ul><ul><li>Remote users can access information from Microsoft Outlook while on the road </li></ul><ul><li>Incorporate content from information sources, other back office and front office systems using Web Parts and XML </li></ul><ul><li>Role and permission management </li></ul><ul><li>Every user can personalize their Web portal to display the controls, functionality and information they need to do their job </li></ul><ul><li>Use roles to personalize the structure, information and functionality of Web portals for users </li></ul><ul><li>Content management </li></ul><ul><li>Flexible definition of content management topics </li></ul><ul><li>Online editing and publishing of articles </li></ul><ul><li>Proofreading and moderation support </li></ul>
    40. 40. Enterprise Portal Enterprise Portal Roles <ul><li>Employee Role </li></ul><ul><li>View a phone book </li></ul><ul><li>View a department list </li></ul><ul><li>Sales Representative Role </li></ul><ul><li>View and maintain your business relations, reports and contact persons. </li></ul><ul><li>Create quotations, sales orders </li></ul><ul><li>Perform price queries </li></ul><ul><li>Customer Role </li></ul><ul><li>Sign up as a customer and access the product catalogue </li></ul><ul><li>Answer a survey or respond to a campaign survey </li></ul><ul><li>View your account, purchase orders and invoices </li></ul><ul><li>Vendor Role </li></ul><ul><li>Vendors can change existing contact persons and create new ones </li></ul><ul><li>Vendors can view and edit each purchase order with your company </li></ul><ul><li>Vendors can view details about all the items they deliver to your company </li></ul><ul><li>View details of selected journals </li></ul><ul><li>A supply performance function shows vendor performance </li></ul><ul><li>Consultant Role </li></ul><ul><li>Timesheet registration on projects </li></ul><ul><li>Invoiced transactions and invoice proposals </li></ul><ul><li>Transactions for hours, costs, revenue, item and on-accounts </li></ul><ul><li>Hour statements for projects </li></ul>
    41. 41. Enterprise Portal Enterprise Portal Functionality <ul><li>Questionnaire for Enterprise Portal </li></ul><ul><li>Deploy questionnaires easily, over corporate intranets and external Web sites </li></ul><ul><li>Respondents can answer surveys over the Internet </li></ul><ul><li>Administrators can view completed questionnaires over the Internet </li></ul><ul><li>Human Resource Management for Enterprise Portal </li></ul><ul><li>View line, matrix and project organization, and position information </li></ul><ul><li>Users can view and maintain their own personal information </li></ul><ul><li>View and create emergency contacts </li></ul><ul><li>Managers can view and update personal information on team members </li></ul><ul><li>Customer Relationship Management for Enterprise Portal </li></ul><ul><li>View and create all types of business relations and their contact persons </li></ul><ul><li>Sort business relations based upon type (customer, vendor, competitor, lead, prospect etc) </li></ul><ul><li>View and create contact person </li></ul><ul><li>Create and view CRM quotations </li></ul><ul><li>Perform price queries for your CRM quotations </li></ul><ul><li>Product Builder for Enterprise Portal </li></ul><ul><li>Customers can configure products over the Internet, using your pre-selected product models </li></ul><ul><li>Performance Management for Enterprise Portal </li></ul><ul><li>Users can view their performance related to past KPIs and progress towards current KPIs </li></ul><ul><li>View strategic plans linked to KPIs </li></ul><ul><li>Make online calculations of performance data </li></ul><ul><li>Use online visual cockpits to concentrate performance information </li></ul>
    42. 42. Commerce Gateway <ul><li>Commerce Gateway </li></ul><ul><li>Flexible options for setting up rules that govern electronic communications with your business partners </li></ul><ul><li>Exchange documents instantly and automatically, based on a set schedule or an event </li></ul><ul><li>Integrate your business processes with your business partners’ processes. </li></ul><ul><ul><li>One example: purchasing department can send purchase orders to vendors’ sales department automatically using the Internet </li></ul></ul><ul><li>Microsoft BizTalk Capabilities </li></ul><ul><li>Set up content-based routing </li></ul><ul><ul><li>Send electronic documents to the correct recipients based on the context of each document </li></ul></ul><ul><li>Attach digital certificates to electronic documents to verify the authenticity of the documents </li></ul><ul><li>Send BizTalk Purchase Order </li></ul><ul><li>Receive BizTalk Sales Order </li></ul><ul><li>Send BizTalk Sales Invoice </li></ul>
    43. 43. Development Tools MorphX Development Suite- Windows <ul><li>Development tools for the Microsoft Windows client </li></ul><ul><li>Table browser </li></ul><ul><li>Visual MorphXplorer </li></ul><ul><li>Code profiler </li></ul><ul><li>Application Hierarchy Tree </li></ul><ul><li>Cross references </li></ul><ul><li>MorphX Objects- </li></ul><ul><li>Objects can be created, modified and deleted with development tools </li></ul><ul><li>Tables </li></ul><ul><li>Maps </li></ul><ul><li>Views </li></ul><ul><li>Extended Data Types </li></ul><ul><li>Base Enums </li></ul><ul><li>Feature Keys </li></ul><ul><li>License Codes </li></ul><ul><li>Configuraton Keys </li></ul><ul><li>Security Keys </li></ul><ul><li>ActiveX explorer </li></ul><ul><li>Import/export objects </li></ul><ul><li>Upgrade framework </li></ul><ul><li>Merging functionality </li></ul><ul><li>Label system </li></ul><ul><li>Table Collections </li></ul><ul><li>Macros </li></ul><ul><li>Forms </li></ul><ul><li>Reports </li></ul><ul><li>Queries </li></ul><ul><li>Jobs </li></ul><ul><li>Menus </li></ul><ul><li>Menu Items </li></ul><ul><li>Online Help </li></ul>
    44. 44. Development Tools MorphX for Web <ul><li>Web development tools </li></ul><ul><li>Drag and drop Microsoft Axapta elements from the AOT to Web projects </li></ul><ul><li>A built-in Web page editor can support static as well as dynamic content from the Microsoft Axapta AOT </li></ul><ul><li>Multiple information sources </li></ul><ul><li>Support for Web parts. This enables content and functionality from a wide range of sources to be embedded in user Web pages, for example Microsoft Outlook, MSN® Business News, and much more </li></ul>
    45. 45. Development Tools X++ Source Code <ul><li>Create, modify and delete X++ classes </li></ul><ul><li>Validate and monitor the functionality of your code with an integral X++ debugger </li></ul><ul><li>Customize and extend Microsoft Axapta to meet your exact business needs. </li></ul><ul><li>Reduce the time and costs involved with making system modifications </li></ul>

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