Kingmaker session 1 sales order

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  • 02:18
  • 1. Sell it from stock. Pick, pack, ship. Put plenty in stock.2. Set up vendor. Click direct delivery. PO created.Made item. Create BOM. Set planning. Supply arrows>production order. Finish the prod. Order.From the line>sales order line>Explode Bom lines.Configure line from sales order line. Make selections. Inquiries>Explosion. Set up demand forecast under sell tab. Run planning. See planned orders. Firm an order. Finish post.Enter the purchase2 line item. Calculate supplementary items.Lean test item, put in quantity above 100. Supply tab, Event Kanban.Quality item – 0-Stock 1- post the picklist and get the quality order. See setup in quality associations, inventory management.Put in the interco item. Save the sales order. Check the the sales order in CEE. Show setup. Item 1601, Inventory>New>Output order
  • Intro: Microsoft is committed to continually delivering powerful, agile, easy-to-use solutions that add value across your organization, today and tomorrow. Microsoft Dynamics AX 2012 is a solid delivery on this commitment. With more than 1,000 new features and enhancements across core enterprise resource planning (ERP) and industry capabilities, the coming release will help sharpen your competitive edge and empower your people to anticipate and embrace change.Underlying and powering these capabilities is what we call pervasive interoperability . Pervasive interoperability is the natural interaction of ERP systems with Microsoft business productivity applications and IT infrastructure technology, communications solutions, and the underlying technology platform that works on-premises or in the cloud. Microsoft Dynamics AX 2012 and other Microsoft products and technologies are built to deliver pervasive interoperability.Transition: Now let’s drill down into each section. First, I’ll show you how a powerful foundation gives you more value faster. CLICK
  • Intro: Microsoft is committed to continually delivering powerful, agile, easy-to-use solutions that add value across your organization, today and tomorrow. Microsoft Dynamics AX 2012 is a solid delivery on this commitment. With more than 1,000 new features and enhancements across core enterprise resource planning (ERP) and industry capabilities, the coming release will help sharpen your competitive edge and empower your people to anticipate and embrace change.Underlying and powering these capabilities is what we call pervasive interoperability . Pervasive interoperability is the natural interaction of ERP systems with Microsoft business productivity applications and IT infrastructure technology, communications solutions, and the underlying technology platform that works on-premises or in the cloud. Microsoft Dynamics AX 2012 and other Microsoft products and technologies are built to deliver pervasive interoperability.Transition: Now let’s drill down into each section. First, I’ll show you how a powerful foundation gives you more value faster. CLICK
  • Intro: Microsoft is committed to continually delivering powerful, agile, easy-to-use solutions that add value across your organization, today and tomorrow. Microsoft Dynamics AX 2012 is a solid delivery on this commitment. With more than 1,000 new features and enhancements across core enterprise resource planning (ERP) and industry capabilities, the coming release will help sharpen your competitive edge and empower your people to anticipate and embrace change.Underlying and powering these capabilities is what we call pervasive interoperability . Pervasive interoperability is the natural interaction of ERP systems with Microsoft business productivity applications and IT infrastructure technology, communications solutions, and the underlying technology platform that works on-premises or in the cloud. Microsoft Dynamics AX 2012 and other Microsoft products and technologies are built to deliver pervasive interoperability.Transition: Now let’s drill down into each section. First, I’ll show you how a powerful foundation gives you more value faster. CLICK

Transcript

  • 1. Microsoft Dynamics® AX 2012: Kingmaker – Manufacturing series Sales Order Entry Bob Pederson and Dan Burke November 4, 2011
  • 2. Manufacturing & Distribution Series  Sales order This session is the first of five manufacturing vignettes in a full order to cash scenario. The sales order session takes the user from a manufacturing customer quote to the sales order through pricing, allocation and reservation and eventually to pick, pack, ship and invoice. AX2012 new functionality is featured throughout the presentation.  Purchasing This session is the second of five and extends the previous sales demand side to a full procurement process. Production planning, sales and forecasting drive the purchasing steps through workflow approvals, release and eventually quality assurance and receipt with invoicing. The demo shows updated planning of purchased materials are then available for sales, distribution and manufacturing consumption.  Manufacturing This session is the third of five and follows the discrete manufacturing execution process. Production orders will be created, scheduled, started, material consumed and order completed. In the process we will view inquiries, lot/serial control material, and outsource to vendors. All done with the new AX 2012 resource scheduling.  Planning and Scheduling This session is the fourth of five sessions and demonstrates the power within the planning and scheduling engines within AX 2012. Starting with forecasts, planning methods, and other demand we will plan materials, schedule orders review ‘what-if’s.’ The demonstration will also review fences and parameters within the planning system.  Manufacturing Execution System (MES) This is the fifth and final session for the Distribution and Manufacturing series. In this session shop floor control system for AX 2012 will be demonstrated. We will cover employee timecards, job and route scheduling, bundling of operations, project and manufacturing execution. In addition, timecard approvals, and posting to production orders will be covered.
  • 3. Sales Quotation – Process View
  • 4. Sales Order Processing • Process: Opportunity to Sales Quotation to Sales Order • Process: Sell from stock with pick pack ship • Sales to manufacturing scenarios • Stocked item • Drop shipped item • Made item • Kitted item • Configured item – capable to promise • Forecasted item – available to promise • Alternative item with supplementary item • Lean item – event • Quality item • Intercompany item
  • 5. AX2012 features • CRM now called Sales and Marketing • Quote & sales order creation from customer record • Customer and sales order case management
  • 6. Demo
  • 7. Setup and review • Use a sales order business process • Setting up the demo data • Cake baking approach – preset the transactions
  • 8. Q and A
  • 9. Reference Material  PartnerSource ‒ https://mbs.microsoft.com • Products ‒ Dynamics AX ‒ Training and Certifications Partner Resource Kit
  • 10. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.