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  • 01/29/12 19:56 ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
  • 01/29/12 19:56 1)Low Total Cost of Ownership : As compared to other renowned ERPs in the market like SAP and Oracle, AX is still cheaper with required functionalities. 2)Familiar to your people : the familiar working environment, helps lower learning curves so users can focus less on technology and more on their business goals. So employees can work with familiar tools and thus keep training costs down. 3)Fits with your system : Dynamics AX is owned and developed by Microsoft. Your servers, your workstations, your office products, your web sites, your custom applications, mostly all of them are Microsoft Products. The database, SQL Server, is also Microsoft product . As the AX is a product of Microsoft and generally companies are running windows as their platform so very less 3rd party plug-ins integration needed as compared to SAP and Oracle. 4)Low Risk/Proven Solution : Microsoft is the world's largest software provider (with '09 revenue of $60 Billion+); here today and tomorrow to serve your changing needs. Dynamics AX trusted by over 12,000 companies. Microsoft has the longest product version support cycle in the industry (10 years). Massive R&D positions your organization to draft behind a colossal wake of ongoing convergent technology innovation. As a genuine Microsoft Product, it is your lowest risk solution option.
  • 01/29/12 19:56 5) Market Leading Product : Top ranked by the leading third party analyst for mid-size companies of $50M - $1B in revenue, global operations and 5 - 1,000 employees. 6)Fits Your Business Requirements : Advanced, full-function, pre-integrated, role-based, workflow-enabled, end-to-end business process management/ ERP software capabilities. Provides robust functionality and highly-configurable to meet your changing needs. 7)Advanced Technology : Available web-portal interface for non-core licensed users. Windows optimized client/server application for core users provides the rich client interface power users prefer. Open APIs (web services) to integrate with your other applications and import/export data from the system 8)Highly Scalable to Grow with Your Business : Benchmarked to support over 16,000 concurrent users.
  • The new Microsoft Windows Workflow Foundation supports customers’ business processes and compliance enforcement by applying the company’s defined policies and procedures to business tasks. The framework consists of three major components: Workflow templates that can be defined per business process and document Workflow configuration setup A unified task list for the approver As a result, tasks such as documents needing approval can be automatically routed, and the people with approval authority can more easily stay on top of approval tasks so they can be completed in a more timely fashion, without sitting and waiting in queues. At the same time, the Workflow Foundation offers the flexibility to create ad-hoc workflows and change business processes on the fly in response to changing conditions.
  • 01/29/12 19:56 ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. The new menu stays on the left and therefore it’s more clear to the prospect where you are and what you are doing The new menu doesn’t show all the modules which sometimes gives the prospect the thought that AX is too much and too difficult for him Favourites is a plus instead of creating a new user menu which has to be set in the user options which some users are not allowed to come Reduce training and user adoption down time through the use of a familiar client controls, user interfaces and navigation pane (TCO)
  • 01/29/12 19:56 ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. The help system is now based on CHM (Compiled Help Files) plusses are: It can be used offline, it doesn’t require installing / compiling during help installation, it can be updated everytime
  • Fixed Assets in Microsoft Dynamics AX uses asset budgeting and multiple depreciation models to track the status of your company’s fixed assets. Integration with other parts of Microsoft Dynamics AX means you can order and receive fixed assets through purchase orders and inventory. Implement transaction reversals, additional asset groups and attributes, and asset adjustment reason codes Quickly update the replacement cost and insured value for selected fixed assets Manage the full life cycle from acquisition to depreciation and disposition Projects can be transferred as fixed assets for capitalization and depreciation purposes Maintain asset status information Improve control over fixed assets to drive accuracy and timeliness in your accounting results Multiple depreciation models Forecasts using fixed asset budgets Integrated with purchasing, inventory, and project functionality Barcode handling Includes workflow templates for Fixed Assets and Fixed Assets Budget Fixed Assets helps you manage the entire life cycle of your fixed assets, from acquisition to resale or write-off.
  • The graphical BOM designer is a graphical suite used to create and manage BOMs based on Microsoft® drag-and-drop technology. The familiar, user-friendly environment makes it faster and easier to construct BOMs using a graphical tree-structure. The BOM designer displays all levels and components of the BOM, and you can drag and drop relevant items from the inventory table into the BOM. The BOM designer also displays the route for the current BOM, allowing you to drag and drop items from the BOM into the operations on the route where they are to be consumed. This helps to achieve more accurate lead time calculations when scheduling production in Master Planning in Microsoft Dynamics AX.
  • Ax Presentation

    1. 1. Introduction to Microsoft Dynamics AX
    2. 2. <ul><li>A complete CRM suite including sales force automation, marketing and service management </li></ul><ul><li>Small business financial management </li></ul><ul><li>Retail management and point of sale </li></ul><ul><li>Integrated contact management, accounting and online services packaged with Microsoft Office </li></ul><ul><li>Broad business management suites including financial management, supply chain management and customer relationship management functionality </li></ul>
    3. 3. Microsoft Dynamics AX competitive advantage over other ERPs
    4. 4. <ul><li>Familiar and easy to use </li></ul><ul><ul><li>Microsoft Office look & feel </li></ul></ul><ul><ul><li>Easily adopted by users </li></ul></ul><ul><ul><li>Reduced training time </li></ul></ul><ul><li>Low Adoption Rates </li></ul><ul><li>Users focus more on </li></ul><ul><li>technology rather than </li></ul><ul><li>business goals. </li></ul>Vertical Industry focus Standard Core modules <ul><li>Flexible to your business </li></ul><ul><ul><li>Ease of customization </li></ul></ul><ul><ul><li>Faster and cheaper implementations </li></ul></ul><ul><ul><li>Scalable with your business </li></ul></ul><ul><li>Rigid to your business </li></ul><ul><li>High cost of customization </li></ul><ul><li>Time taking implementations </li></ul><ul><li>Expansion needs more cost </li></ul>Microsoft Dynamics AX Other ERPs
    5. 5. 1 st Year v/s 5 years
    6. 6. Nucleus Study (3rd Party neutral source) <ul><ul><li>75% of Dynamics AX Customers </li></ul></ul><ul><ul><li>ACHIEVED A POSITIVE ROI </li></ul></ul><ul><ul><li>WITHIN 2 YEARS !! </li></ul></ul>
    7. 7. Microsoft Dynamics AX adapts to your business rather than forcing you to fit to the software. Leaders & Innovators Adaptive Business Process Microsoft Dynamics AX! Competitiveness Less or equal to Industry Average Laggards “ Industry Standard” Process SAP, Oracle, etc. Lack of Defined Process Poor or No Systems ” An analysis of nearly 100 public companies listed on SAP’s Web site finds these SAP users are 20 percent less profitable than their peers. Despite SAP advertising claims to the contrary, factual analysis of ROE data shows the best-run businesses don’t run SAP.” — Nucleus Research Note, March 2006 SAP Customers are 20% Less Profitable than their Peers
    8. 8. Structured Unstructured
    9. 9. Structured Unstructured
    10. 10. Microsoft Dynamics AX General Features
    11. 11. <ul><li>Increase process flexibility </li></ul><ul><li>Enable compliance enforcement </li></ul>THE INTEGRATED WORKFLOW ADVANTAGE Invoice Interpretation Clear Expectations Invoice Approval Invoice Closing Incoming Invoice Data Entry Clerk Requester Purchasing Invoice Approval Finance
    12. 12. <ul><li>Navigation Pane </li></ul><ul><ul><li>New Menu structure (Microsoft Office Look and Feel) </li></ul></ul><ul><ul><li>Structure can be modified </li></ul></ul><ul><li>Online help file </li></ul><ul><ul><li>Integration with External help file (.chm) </li></ul></ul><ul><ul><li>Microsoft HTML Help 1.4 SDK </li></ul></ul>LOOK & FEEL: MENU
    13. 13. <ul><li>Sorting </li></ul><ul><li>Searching: </li></ul><ul><ul><li>Filter by Grid </li></ul></ul><ul><ul><li>Filter by Selection </li></ul></ul><ul><ul><li>Filter by Field </li></ul></ul><ul><li>Format </li></ul><ul><ul><li>Move </li></ul></ul><ul><ul><li>Hide </li></ul></ul><ul><ul><li>Rename </li></ul></ul><ul><ul><li>Add fields </li></ul></ul>ADVANCED SORTING AND FILTER OPTIONS
    14. 14. New inventory (storage) dimension GLOBAL FUNCTIONALITY Company <ul><li>Dynamics AX company account </li></ul><ul><li>Legal entity </li></ul><ul><li>One set of books </li></ul>Site <ul><li>Geographic location </li></ul><ul><li>Confined within company </li></ul><ul><li>BOMs / routes </li></ul><ul><li>Cost </li></ul>Warehouse <ul><li>Must be within site </li></ul><ul><li>Unique within company </li></ul><ul><li>Holds inventory </li></ul>
    15. 15. Application Security Create the new user groups. Add the concerned users in the created groups. Allow them the access to the modules of the application.
    16. 16. Record Level Security <ul><li>The application user can impose the record level security on a particular user or user group which may confine it to a particular module, account or vendor or customer group. </li></ul>
    17. 17. Audit Trail <ul><li>Multiple user activity log. </li></ul><ul><li>Complete user log of specific user, period, year and date wise. </li></ul><ul><li>The user can as well trace the origin of transactions. </li></ul>
    18. 18. Microsoft Dynamics AX Financial Management
    19. 19. Financial Management <ul><ul><li>Creation and duplication of company </li></ul></ul><ul><ul><li>General Ledger </li></ul></ul><ul><ul><li>Bank Management </li></ul></ul><ul><ul><li>Receivable & Payables </li></ul></ul><ul><ul><li>Fixed Assets </li></ul></ul><ul><ul><li>Financial Reporting </li></ul></ul>
    20. 20. Creation and duplication of company The user can duplicate the company from its chart of accounts to its transactions to another number of companies as required. <ul><li>The user can create as many companies </li></ul><ul><li>as it needs. </li></ul><ul><li>Moreover, the user can duplicate an existing company (from its chart of accounts to its transactions) to another number of companies. </li></ul>
    21. 21. General Ledger - Configuration <ul><li>In number sequence the user can allocate numbers of their own desire to journals, vouchers , accounts and modules. </li></ul><ul><li>In the Ledger parameters the user can define rules for vouchers, accounts ,fiscal year closing and transaction reversals. </li></ul>
    22. 22. General Ledger - Configuration <ul><li>Flexible Setup of Accounting Periods </li></ul><ul><li>In the Period Setup, the user can create the fiscal years as much required and even divide periods within the fiscal year. </li></ul><ul><li>Moreover, on closing the fiscal year the user can recalculate the period balances. </li></ul><ul><li>The user can also has the option to stop any fiscal year temporarily and to start work in next fiscal year without closing the previous. </li></ul>
    23. 23. General Ledger - Configuration <ul><li>Financial Dimensions can group transactions together by assigning dimensions to each transactions. </li></ul><ul><li>A dimensions can represent, cost center, region, customer type or any category by which you want to classify your transactions. </li></ul><ul><li>Use dimensions to analyze the transactions. </li></ul>
    24. 24. Multicurrency Configure Foreign Exchange Gain/Loss Accounts for each currency Define multiple currencies Define multiple exchange rates with their dates
    25. 25. Chart of Accounts. <ul><li>Multi level chart of accounts </li></ul><ul><li>System accounts </li></ul><ul><li>Setup the Account type and the </li></ul><ul><li>ledger account category </li></ul><ul><li>Locked in Journal functionality </li></ul><ul><li>Restriction of posting to a particular account </li></ul><ul><li>Specify an account’s nature as debit or credit which whenever is selected in journal lines will highlight the debit or credit side column. </li></ul>
    26. 26. Budgeting <ul><li>The user can create different types of budgets to predict your company's financial needs for a specific budgets period. </li></ul><ul><li>Use the Budget model form to create the budgets models and sub models to define the structure of your ledger budgets. </li></ul><ul><li>The user can as well create the revision budget. </li></ul>
    27. 27. Budgeting <ul><li>The user can view the comparison among the budget and actual activity done. </li></ul>
    28. 28. Journals <ul><li>The user can create various types of journals as per requirement and as well setup the voucher settings which is to be used in the concerned journals. </li></ul><ul><li>Moreover, the user can attach the approval or workflow settings with the journals as well. </li></ul>
    29. 29. Bank Management <ul><ul><li>Create various bank groups for different branches having same identity </li></ul></ul><ul><ul><li>Can change the cheques format </li></ul></ul><ul><ul><li>Option to maintain the system generated cheque printing as the format given by the banks </li></ul></ul>
    30. 30. Bank Management <ul><ul><li>Monitoring deposits, payments, and bank balances </li></ul></ul><ul><ul><li>Bank Reconciliation facilitates the user to match bank statements with the ledger accounts of the banks that is(are) maintained in the system </li></ul></ul>
    31. 31. Account Receivables <ul><ul><li>Develop various customer groups </li></ul></ul><ul><ul><li>Develop flexible terms of payment and cash discounts </li></ul></ul><ul><ul><li>Develop flexible payment schedules </li></ul></ul><ul><ul><li>Payment proposal feature with flexible payment method </li></ul></ul><ul><ul><li>Free text invoicing (non-stock invoicing) for payment of services </li></ul></ul>
    32. 32. Accounts Payable <ul><ul><li>Develop various vendor groups </li></ul></ul><ul><ul><li>Develop flexible terms of payment and cash discounts </li></ul></ul><ul><ul><li>Develop flexible payment schedules </li></ul></ul><ul><ul><li>Payment proposal feature with flexible payment method </li></ul></ul><ul><ul><li>Invoice registering and approval process </li></ul></ul>
    33. 33. <ul><li>Manages the full life cycle from acquisition, depreciation to disposition. </li></ul><ul><li>Maintains asset status information. </li></ul><ul><li>Improves control over fixed assets to drive accuracy and timeliness in your accounting results. </li></ul>Fixed Assets
    34. 34. <ul><li>Supports five depreciation methods (straight line, declining balance, factor, manual percentage and consumption) </li></ul><ul><li>Manage the Tax Books and Financial Books separately for depreciation </li></ul>Fixed Assets
    35. 35. Financial Reporting <ul><li>The user can create the trial balance for month, quarter, semi annual and annual periods as required both in the detail or summary. </li></ul>
    36. 36. Financial Reporting <ul><li>The user can create the income statement for month, quarter, semi annual and annual periods as required and to any level of accounts . </li></ul><ul><li>The income statement can also be created with respect to ledger accounts and dimensions as well. </li></ul>
    37. 37. <ul><li>The user can create the balance sheet for month, quarter, semi annual and annual periods as required and to any level of accounts. </li></ul><ul><li>The balance sheet can also be created with respect to ledger accounts and dimensions as well </li></ul>Financial Reporting
    38. 38. Benefits of Financial Management <ul><li>It provides an inexpensive, fast, and efficient way to register financial transactions </li></ul><ul><li>originating from accounts payable, accounts receivable, and the general ledger. </li></ul><ul><li>Use dimensions to analyze your company’s financial data from different perspectives and transform raw data into actionable knowledge. </li></ul><ul><li>It enables you to make cash flow forecasts, so you can easily anticipate cash requirements and liquidity. </li></ul><ul><li>Moreover , it assists the users in preparing the accurate financial statements. </li></ul>
    39. 39. Microsoft Dynamics AX Supply Chain Management
    40. 40. Supply Chain Management <ul><ul><li>Purchase Management </li></ul></ul><ul><ul><li>Sales Management </li></ul></ul><ul><ul><li>Trade Agreements </li></ul></ul><ul><ul><li>Quality and Quarantine Management </li></ul></ul><ul><ul><li>Item Dimensions </li></ul></ul><ul><ul><li>Storage Dimensions </li></ul></ul><ul><ul><li>BOM Management </li></ul></ul><ul><ul><li>Serial and Batch number control </li></ul></ul><ul><ul><li>Production Scheduling and Routing </li></ul></ul><ul><ul><li>Ledger Integration and Cost Tracking </li></ul></ul>
    41. 41. <ul><ul><li>Keep track of back orders, and manage returned items. </li></ul></ul><ul><ul><li>Provision for Requests for quotations (RFQs), vendor comparison, and integrated purchasing. </li></ul></ul><ul><ul><li>Purchase Requisitions with the Microsoft Dynamics AX Client or Enterprise Portal in Microsoft Dynamics AX, and define a purchase requisition workflow to control the purchase requisition Process. </li></ul></ul>Purchase Management
    42. 42. Sales Management <ul><ul><li>Easily create sales orders with quick entry of order lines, blanket orders, and enhanced delivery date control. </li></ul></ul><ul><ul><li>Automatically check credit limits, customer account information, and inventory levels to provide customers with real-time information. </li></ul></ul><ul><ul><li>Use flexible and comprehensive price calculations for improved price accuracy and customer service </li></ul></ul>
    43. 43. Sales Management <ul><ul><li>Support for enhanced delivery date control ensuring the correct calculation of the ship date based on the customers requested receipt date </li></ul></ul><ul><ul><li>Quick entry of order lines </li></ul></ul><ul><ul><li>Support for drop shipments </li></ul></ul>
    44. 44. <ul><ul><li>Set up price, discount, multi-line discounts and total discount on customers, vendors, and items as well as groups of these customers, vendors and items </li></ul></ul><ul><ul><li>Full flexibility to maintain prices and discounts on item and inventory dimensions </li></ul></ul>Trade Agreements
    45. 45. <ul><ul><li>Set up prices and discounts in all currencies </li></ul></ul><ul><ul><li>Automatically calculate total discounts on orders </li></ul></ul>Trade Agreements <ul><li>Enhance business relationships with detailed trade agreements that include customer-, vendor-, or item-specific pricing and discounts </li></ul>
    46. 46. <ul><ul><li>Improve business processes for quality assurance, quality control, and lot traceability </li></ul></ul><ul><ul><li>Specify quarantine requirements at the item level </li></ul></ul><ul><ul><li>Set aside items in quarantine using quarantine orders, either manually or automatically when receiving items </li></ul></ul>Quality and Quarantine Management
    47. 47. <ul><ul><li>Look up quarantine inventory at any stage in the quality control process </li></ul></ul><ul><ul><li>Automatically send and lock quarantine items pending inspection to the quarantine warehouse </li></ul></ul>Quality and Quarantine Management
    48. 48. <ul><ul><li>Characterize single item by using up to three item dimensions: configuration, size and color </li></ul></ul><ul><ul><li>Rename the size and color dimensions to suit your purpose </li></ul></ul><ul><ul><li>Maintain valid combinations of item dimensions - can be allocated manually or automatically </li></ul></ul>Item Dimensions
    49. 49. Item Dimensions <ul><ul><li>Specify the number of item dimensions used per group of items </li></ul></ul><ul><ul><li>Set up specific prices and discounts per item dimension combination </li></ul></ul>
    50. 50. <ul><ul><li>Describe storage by using warehouse, pallets and locations </li></ul></ul><ul><ul><li>Track items using the serial and batch number dimension </li></ul></ul>Storage Dimensions
    51. 51. Bill Of Materials (BOM) Management <ul><li>Copy a standard bill of material (BOM) </li></ul><ul><li>to a production order and modify it as </li></ul><ul><li>needed. </li></ul><ul><li>Support negative quantities and control </li></ul><ul><li>each item within BOM lines. </li></ul><ul><li>Define the nature of the BOM line by the </li></ul><ul><li>line type item, such as sub-production, </li></ul><ul><li>phantom, sub-contract, or normal item. </li></ul>
    52. 52. <ul><li>Graphical BOM Designer </li></ul><ul><li>Multi-level BOMs </li></ul><ul><li>Approval routing </li></ul><ul><li>Formulas for calculation of variable or constant consumption </li></ul><ul><li>Supports phantom BOMs </li></ul><ul><li>Allowances for scrap can be made in the consumption calculation </li></ul><ul><li>Where used feature </li></ul><ul><li>BOM explosion for materials planning and pricing calculation on all BOM levels </li></ul>Distinctive Features Of BOM
    53. 53. <ul><ul><li>Stamp a single item or a group of items with a unique number for tracking </li></ul></ul>Serial and batch number control
    54. 54. Production Scheduling <ul><ul><li>Production scheduling can be done forward or backward with different dates as starting points based on lead time of raw material. </li></ul></ul>
    55. 55. Production Routing <ul><ul><li>Can allocate more than one route attached to a particular item </li></ul></ul><ul><ul><li>Approval procedure of routes </li></ul></ul><ul><ul><li>Default route </li></ul></ul><ul><ul><li>Routes controlled by date and/or quantity range </li></ul></ul>
    56. 56. <ul><li>LEDGER INTEGRATION </li></ul><ul><ul><li>Online update of WIP (items in process and work centers in process) in the general ledger when posting transactions or cost updating the production. </li></ul></ul><ul><li>COST TRACKING </li></ul><ul><ul><li>Detailed tracking of cost related to resources and through put. </li></ul></ul><ul><ul><li>Include work center costs in production cost estimation. </li></ul></ul><ul><ul><li>Ability to use automatic work center consumption when starting or finishing productions. </li></ul></ul>Ledger Integration & Cost Tracking
    57. 57. <ul><li>Make flexible and comprehensive price calculations for increased accuracy and </li></ul><ul><li>customer service </li></ul><ul><li>Add miscellaneous charges to item costs and sales/ purchase prices </li></ul><ul><li>Automatically substitute unavailable items with alternate items </li></ul><ul><li>Create sales quotations and promote to sales orders without re-entry of information </li></ul><ul><li>Perform real-time conversion of currency on open orders </li></ul><ul><li>Send notifications of partial deliveries and remainders on sales order documents </li></ul>Benefits of Supply Chain Management
    58. 58. <ul><li>A flexible BOM designer simplifies the creation and tracking of BOMs. You can also reduce logistics costs by optimizing purchasing processes and management of your inventory and warehouse. </li></ul><ul><li>Support direct delivery and specify acceptance parameters for over- or under-delivery </li></ul><ul><li>Trade Agreements helps the user to increase the speed of order entry and helps </li></ul><ul><li>ensure correct pricing in sales and purchasing transactions </li></ul>Benefits of Supply Chain Management