Business Ready Licensing for Microsoft Dynamics AX SOLUTIONS

SOLUTIONSMIcrOSOfT DyNaMIcS aX Business Ready Licensing Product Granule Guide

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Business Ready Licensing for Microsoft Dynamics AX

Microsoft Dynamics® business management solutions are designed to help automate your unique business processes and accelerate your organization’s success. This guide will take you through how each of the product granules available within Microsoft Dynamics AX can help propel your business forward—the components are grouped by the functional area they address to help you see the impact on your business.

Depending on the level of functionality your business needs, you have the choice of 2 Editions available in Business Ready Licensing:

The BUSINESS ESSENTIaLS EDITION l is for customers who need core financial management and trade functionality.

The aDVaNcED MaNaGEMENT EDITION n is the preferred solution for growing, mid-market, or high functional needs customers who are looking for an adaptive solution with a broad set of functionality, including all functionality included in the Business Essentials Edition.

Additional components are available to Business Essentials and Advanced Manage-ment customers. Each offering, Business Essentials or Advanced Management, gives access to a specific set of a la carte granules that provide a richer set of features and functionality to serve unique business needs.

aDVaNcED MaNaGEMENT ENTErPrISE (individual components) r extends the Advanced Management Edition with additional modules that provide customers with complex needs access to a rich set of advanced functionality.

a La carTE MODULES (individual components) m are also available a la carte to serve your unique business needs.



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aDVaNcED MaNaGEMENT

a La carTE cOMPONENTS A La Carte Components are compatible with the Business Essentials or Advanced Management Editions. These additional components must be purchased individually.

Accounts Payable

Accounts Receivable

Bank Management

Basic Logistics

Business Intelligence (BI)

Country-Specific Functionality

Declarations Capabilities

Dimensions

Financial Management

Fixed Assets Management

Flexible Business Intelligence

Flexible Workflow

General Ledger

Global Address Book

Greater Interactivity and Modern Web Interface

Inventory Management

Multi-Site Capabilities

Online Services

Order Management

Purchase Management

Reduced IT Administration

Reporting

Role and Permission Management

Role Centers

RoleTailored Access

Sales Management

Searchable Index

Shared Services Support

Shared Services Support

Simplified Development

Trade Agreements

Unified Communications

Unified Communications

Upgrade Options

User Interface

XML Support

BUSINESS ESSENTIaLS

The Advanced Management Edition includes aLL of the Business Essentials Components PLUS the following components:Advanced Financial Support

Application Integration Framework (AIF)

Compliance Management

Customer Relationship Management

Enhanced Master Planning

Enterprise Portal Role

Expense Management

Forecast Scheduling and Master Planning

Hierarchical Process Templates

Industry-Standard Support With BizTalk Adapter For Microsoft Dynamics AX 2009

Integration With Microsoft Office Project Server

Lead Management

Marketing Automation

Microsoft Virtual Earth Integration

Opportunity Management

Production BOM

Production Order Management

Production Tracking and Reporting

Project Control

Project Hierarchies

Purchase Requisitions

Quality Management

Role Centers

Sales Force Automation

Sales Management

Standard and Ad-Hoc Reporting

Streamlined Billing

Telemarketing/Telesales

Warehouse Management: Locations

Web Services

Web-Based Expense Management

Web-Enabled CRM Data

Disclaimers:• Refer to the pricelists for the official list of

components by edition.• Components availability may vary by country.• Illustrations represent packaging in a user model.

aDVaNcED MaNaGEMENT ENTErPrISE

Advanced Management Enterprise components are com-patible with the Advanced Management Edition. These a la carte components must be purchased individually.

The Business Essentials Edition includes aLL of the following components:

Advanced Inventory Control

BOM templates

Collaboration and Document Management

Competency Management

Cost Accounting

Cost Tracking

Course Administration

Employee Development

Enterprise Portal Roles

Integration With Project Accounting In Microsoft Dynamics AX

Integration With The 2007 Microsoft Office System

Intercompany

Intranet and Extranet Access

Job Monitoring

Microsoft Office Project Server 2007 Integration

Multiple Project Types

Objects

Product Builder

Project Supply Chain

Questionnaire Capabilities

Repair Management

Revenue recognition and WIP

RFID support

Routing Management

Scheduling

Service Agreements

Service Orders

Service Subscriptions

Shop Floor Management

Warehouse Management: Handling

Absence Management

Advanced Organizational Management

Compensation Management

Extended Language Support

Human Resource Management

Integrated Organizational and Workforce Management

Integration With Microsoft Office Visio 2007

Microsoft Dynamics Client For Microsoft Office

Microsoft Dynamics Client For Microsoft Office and Sharepoint

Performance Management

Recruitment

Role Centers

Table of Contents

2 What’s New

4 BizTalk

5 Enterprise Portal

6 Financial Management

8 Human Resource Management

9 Office Integration

10 Production

12 Project Accounting

13 Role Centers

14 Sales and Marketing

15 Service Management

16 Supply Chain Collaboration

17 Supply Chain Management

19 Workflow and Alerts

l Business Essentials Edition n Advanced Management

2 • Microsoft

What’s New

AdvANced fiNANciAl support n Any company in the enterprise can print a statement for any customer, and the enterprise can create a single, consolidated statement for multiple companies. Define allocation rules to distribute posted amounts to destination accounts or dimensions at any time.

BusiNess iNtelligeNce (Bi) l n Select predefined performance indicators based on role and monitor critical business processes in a dashboard view—all from within the Role Center. Ease report generation with predefined RoleTailored data cubes. Use predefined cubes for Microsoft Office PerformancePointTM Server 2007 to formulate effective business strategy, monitor performance, and analyze results across your entire organization. Spot trends and opportunities faster by generating standard, ad-hoc, and analytical reports with Microsoft SQL Server® Reporting Services. Generate analytical and ad-hoc reports in Microsoft Office Excel® using SQL Server Analysis Services. Share and modify data by exporting to Microsoft Office Visio® and Excel, with the ability to use PivotTable® views.

coMpliANce MANAgeMeNt n Easily track and manage compliance status, documents, reports, and activities using Compliance Center.Define and enforce process and data controls with business rules and workflow engines that route events based on specific risk and compliance scenarios. Document critical business processes and controls with the integrated Task Recorder. Obtain approval information for user-defined compliance control processes elec-tronically by using electronic signatures.

couNtry-specific fuNctioNAlity l n Expand functionality to help you comply with country-specific regulations.

custoMer relAtioNship MANAgeMeNt nImproved lead and opportunity management includes the ability to create, review, update, and manage information about leads. Associate responsibilities, employees, and campaign data with stored information.Maintain and centralize contact information across your organization using the Global Address Book.

exteNded lANguAge support m Enhanced support includes the Arabic language and character set. Read forms using the bi-directional user interface.

fiNANciAl MANAgeMeNt l n Preauthorize credit card payments for sales orders. Use three-way matching for vendor invoices to invoice a purchase order by packing slip, save an invoice prior to posting, and enter miscellaneous charge codes that were not on the original purchase order.

flexiBle WorkfloW l n Use Windows Workflow Foundation to create business rules and custom workflows—or use templates—to automate business processes.

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r Advanced Management Enterprise m A La Carte Granules

huMAN resource MANAgeMeNt m Integrate employee information between human resources and payroll systems. Facilitate pay-for-performance with various compensation and incentive plans.

iNtegrAtioN With Microsoft office project server nCombine the power of Microsoft Office Project Server and Microsoft Dynamics AX to plan and administer projects, and provide bi-directional integration for projects, activities, and tasks.

Microsoft dyNAMics clieNt for Microsoft office** mExtend the process control and insight of your Microsoft Dynamics application to all employees via the familiar Microsoft Office system. Access Microsoft Dynamics AX using Enterprise Portal running on Microsoft Windows SharePoint Services or SharePoint Server. **Microsoft Dynamics Client for Microsoft Office is avail-able only with the Advanced Management licensing edition.

Multi-site cApABilities l n Use the new site inventory dimension across the system to support multi-site scenarios. Streamline multi-site management with the ability to define different costs, prices, and cost category rates; set default financial dimensions for sales orders; control delivery dates in different time zones; and run master planning to view bills of material (BOM) items and route data by site dimension. Access support for multiple time zones with preferences for date and time fields set at the user level.

purchAse requisitioNs n Streamline procurement with an end-to-end process that includes requests for proposals (RFPs), vendor comparison and selection, and integrated purchase processes.

quAlity MANAgeMeNt n Improve business processes for quality assurance, quality control, raw materials, and lot traceability.

role ceNters* l n Microsoft Dynamics AX and the Enterprise Portal framework provide RoleTailored access to data, reports, alerts, and common tasks. You can personalize your Role Center to monitor and prioritize tasks based on business needs. Tasks are presented visually as document cues that provide information about the workload associated with each activity. Role Centers can be displayed in the Microsoft Dynamics AX client or Enterprise Portal in Microsoft Dynamics AX using Microsoft Office SharePoint Server. *Enterprise Portal is available only with Microsoft Dynamics Client for Microsoft Office and therefore requires the Advanced Management licensing edition.

shAred services support l n Help reduce costs with centralized processing for customer and vendor payments.

uNified coMMuNicAtioNs** l n Use presence information to collaborate easily with coworkers, business partners, vendors, and customers whose data is maintained in your ERP system. Communicate by sending e-mail or starting an instant message or phone conversation from within Microsoft Dynamics AX. **Using instant messaging or Voice over Internet Protocol (VoIP) phone services requires the purchase of additional components or services.


4 • Microsoft

upgrAde optioNs l n Upgrade directly from Microsoft Dynamics AX 3.0 or Microsoft Dynamics AX 4.0 to Microsoft Dynamics AX 2009.

user iNterfAce l n Quickly find what you need with simple navigation based on the familiar, intuitive interface of the Microsoft Office system. Use flexible tools to present data easily and visually.

WeB-BAsed expeNse MANAgeMeNt* nCreate per diem rules, define approval workflows, import credit card transactions, and handle personal expenses. *Microsoft Dynamics Client for Microsoft Office named user license is required.

Biztalk

orchestrAtioN ANd MAppiNgImport and use Microsoft Dynamics AX services in a standardized way using Visual Studio®. Create and run distributed, industry-specific business processes that span multiple applications using BizTalk® Server Orches-tration Designer. Map document contents between different formats using the graphical BizTalk Mapper tool.

flexiBle processes Integrate and standardize business processes across your organization. Easily customize and adapt business processes to innovate and take advantage of new opportunities.

expANded collABorAtioN Connect easily to supply chain partners without expensive or disruptive system changes. Exchange informa-tion with businesses, customers, and supply chain partners. Gain support for industry-standard information exchange using EDI, including X12, EDIFACT, and HIPAA support; and support for Availability Statement 2 (AS2) data for EDI over the Internet. Speed financial transactions with support for initiation, settlement, and reconciliation of payments, trades, and cash management using the SWIFT standard.

fAMiliAr productivity tools Minimize training with systems that work like and with familiar Microsoft® products. Use Visual Studio to standardize integration and optimize current IT investments.

exteNded iNsight Extend Microsoft Dynamics AX visibility into financial, human resources, supply chain, and customer relation-ship management processes across business units and trading partners. Provide a simplified, integrated view across the extended organization.

eNcrypted MessAgiNg BizTalk Server encrypts information exchanged outside the network to enhance security.

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rfid Gain real-time visibility into one or multiple inventory locations. Streamline efficiencies and improve customer service with the ability to track shipments by batch number, pallet, or item.

fAst roi Integrate easily with existing technologies, line-of-business applications, and partner platforms. Connect applications and business processes that span organizational boundaries using Microsoft Dynamics AX and the BizTalk Adapter.

siMplified deployMeNt Take advantage of a unified development environment that offers smooth, flexible integration to help speed deployment.

enterprise portal

roletAilored Access l nDeploy Role Centers for RoleTailored access to specialized data, alerts, and common tasks. Personalize Role Centers by applying out-of-the-box Web parts, reports, or key performance indicators (KPIs). Use built-in tools to customize the Web portal to meet specific business needs.

role ANd perMissioN MANAgeMeNt l nProvide access to the information and processes required while helping to protect other company resources. Users see only the information and functionality they need. Users are automatically authenticated on your network.

seArchABle iNdex l nAccess a Full Text Index to search all portal content and back-office data.

xMl support l nAccess and incorporate data from various sources, including third-party back- and front-office systems by using Web parts and XML.

greAter iNterActivity ANd ModerN WeB iNterfAce l nTake advantage of greater user interface interactivity and responsiveness through the use of Asynchronous JavaScript and XML (AJAX), and ASP.NET.

reduced it AdMiNistrAtioN l nRapidly deploy Enterprise Portal; configure with either Windows® SharePoint® Services 3.0 or Microsoft Office SharePoint Server. Easily personalize the Web portal to display the controls, functionality, and information individuals need, or designate the Enterprise Portal site that will appear as an individual’s Role Center. Use the Setup Wizard to verify and automatically install Windows SharePoint Services and Microsoft Internet Informa-tion Services.


6 • Microsoft

siMplified developMeNt l nCustomize Enterprise Portal using the Microsoft Dynamics AX development environment or Visual Studio.

WeB-BAsed expeNse MANAgeMeNt nCreate per diem rules, define approval workflows, import credit card transactions, and handle personal expenses. Note: Microsoft Dynamics Client for Microsoft Office named user license is required.

eNterprise portAl roles rcustomer: Place orders, track order status, and use Returns Management to initiate returns and track return status. vendor: Share real-time data on items, documents, purchases, and shipping. consultant: Get an accurate overview of project resources and hourly costs. sales representative: Use CRM to track compre-hensive customer data and automate sales force activities.

iNtrANet ANd extrANet Access rProvide Web-based access to Microsoft Dynamics AX for employees through your company’s intranet. Support business-to-consumer or business-to-business communication by providing access through extranet sites.

collABorAtioN ANd docuMeNt MANAgeMeNt r Enhance collaboration across your organization using a centralized portal for employees, vendors, and customers. Streamline the process of sharing documents and information by providing common data and business processes from a single location.

Microsoft dyNAMics clieNt for Microsoft office ANd shArepoiNt m Extend the process control and insight of your enterprise resource planning (ERP) application to all employees through the Enterprise Portal Employee role using familiar Microsoft SharePoint technologies. employee role: Use Purchase Requisition to request equipment and materials; use Expense Management to automate travel and entertainment processing.

financial Management

AccouNts pAyABle l nUse three-way matching with the ability to set up price variance tolerances. Support flexible terms, including advanced payment schedules, promissory notes, and multiple payments. Use multiple invoice entry options, including separate handling of approved and unapproved invoices, and matching invoices to physical deliveries.

AccouNts receivABle l n Set up credit parameters and flexible payment terms, and handle prepayments and advanced payments.Preauthorize and authorize credit card payments for sales orders. Calculate interest and generate collection letters.

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AdvANced fiNANciAl support nAny company in the enterprise can print a statement for any customer, and the enterprise can create a single, consolidated statement for multiple companies. Define allocation rules to distribute posted amounts to desti-nation accounts or dimensions at any time.

BANk MANAgeMeNt l n Monitor deposits, payments, drafts, and bank balances; and reconcile bank account statements. Provide support for electronic vendor and customer payments and receipts using a number of standard formats, including Bills of Exchange.

cost AccouNtiNg rEasily map cost accounts into cost categories. Allocate and distribute costs flexibly, including multiple parallel calculation versions. Plan costs based on capacity usage and measure target costs against actual costs.

coMpliANce MANAgeMeNt nEasily track and manage compliance status and activities using Compliance Center. Automate compliance with corporate policies using workflows. Help ensure segregation of duties using reports related to access control and workflow. Configure the control environment using The Committee of Sponsoring Organizations of the Treadway Commission (COSO) framework for internal controls. Use the integrated task recorder and docu-ment repository to store critical business processes and controls.

couNtry-specific fuNctioNAlity l nEasily conduct business across geographic borders by supporting multiple languages and currencies. Adjust accounts payable, accounts receivable, and general ledger transactions to current exchange rates. Expand functionality to comply with country-specific regulations.

diMeNsioNs l n Work with multiple financial dimensions for detailed analysis, including a dimension hierarchy for the purpose of defining account validation. Reduce the complexity of your chart of accounts.

fixed Assets MANAgeMeNt l nImplement transaction reversals, additional asset groups and attributes, and asset adjustment reason codes.Quickly update the replacement cost and insured value for selected fixed assets. Order and receive fixed assets through purchase orders and inventory, and create a new fixed asset when the packing slip or invoice is posted. Forecast, monitor, and control the entire life cycle of your fixed assets.

geNerAl ledger l n Post financial information into multiple ledgers, enabling the business to maintain a separate set of books for reporting purposes, such as tax. Add flexible year-end procedures for distributing profits by financial dimensions. Configure multiple and recurring journals with approval and workflow capability. Book transac-tions across subsidiaries and eliminate intercompany transactions to consolidate financials. Create cash flow forecasts to anticipate cash requirements and liquidity.


8 • Microsoft

reportiNg l n Access RoleTailored business intelligence with out-of-the-box financial reporting, performance indicators, and analysis tools. Create customized reports with Microsoft SQL Server Reporting Services. Improve visibility into performance with integration with Microsoft Office PerformancePoint Server 2007.

role ceNters l n CFO, Accounting Manager, Controller, Accounts Payable Coordinator, Accounts Receivable Administrator, Bookkeeper, Credit and Collections Manager, Accountant.

shAred services support l n Help reduce costs with centralized processing for customer and vendor payments.

human resource Management

ABseNce MANAgeMeNt m Define multiple absence categories. Register absences individually and collectively by employee and manager self-service, and generate statistical and graphical presentations of absence data.

AdvANced orgANizAtioNAl MANAgeMeNt mCreate and maintain jobs and positions. Create job templates for new jobs to increase process efficiencies and reduce data reentry.

coMpeNsAtioN MANAgeMeNt m Implement a suite of compensation functionality, including tools to define fixed and variable packages. Create compensation processes for single plans, or combine multiple plans into a single process (for example, merit increases, bonuses, and long-term stock option awards). Link individual and organizational performance to compensation.

coMpeteNcy MANAgeMeNt r Maintain a skills catalog relevant to current skills requirements and future needs. Identify employee skill gaps using graphic tools. Match the right employee to the right job at the right time.

course AdMiNistrAtioN r Administer training courses by target groups, course identification, location, instructor, participants, and more. Manage events and monitor agendas, tracks, and sessions. Review employee skills and competencies by accessing an overview of the employee’s completed training courses.

eMployee developMeNt rPlan and conduct structured appraisal interviews with employees. Leverage integration with Microsoft Office Outlook® to view employee availability and schedule meetings. Link employee-defined goals to your business strategy and corporate objectives.

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iNtegrAted orgANizAtioNAl ANd Workforce MANAgeMeNt mManage employee data, including compensation, skills, job, and position.

iNtegrAtioN With Microsoft office visio 2007 mExport data into Microsoft Office Visio 2007 to create organizational charts and diagrams that help you analyze information, data, systems, and processes.

perforMANce MANAgeMeNt mManage appraisal interviews and define development plans. Identify, develop, and track employee skills, and set and monitor goals. Interact with daily compensation activities to facilitate pay-for-performance guidelines.

questioNNAire cApABilities rConduct online surveys and analysis with the Questionnaire tool.

recruitMeNt mManage the recruitment process. Improve recruiting campaigns by measuring media and applicant response.Capitalize on integration with Microsoft Office Outlook to automate correspondence and copy interview ap-pointments into your calendar.

role ceNters m HR Director/Manager. Training and Development Manager/Specialist. Recruiting and Staffing Manager/Specialist.

office integration

iNtuitive, fAMiliAr iNterfAce Quickly find the data you need with the easy-to-navigate Microsoft Office interface. Access data, reports, alerts, and common tasks through Role Centers that deliver information specially tailored to each user’s role.

BusiNess iNtelligeNce Spot trends and opportunities by using predefined performance indicators based on roles, and monitor critical business processes from a unified dashboard view. Create reports with predefined data cubes, and use data cubes with PerformancePoint Server to develop business strategy. Share data by exporting to Visio or Excel, where you can use PivotTable views.

shArepoiNt server iNtegrAtioN Streamline collaboration and manage content across the enterprise by sharing content with colleagues, part-ners, customers, and vendors. Quickly search SharePoint Server content, as well as content in Microsoft Office and Microsoft Dynamics AX.


10 • Microsoft

iNtegrAtioN With Microsoft office project serverExtend powerful project management tools across the enterprise. Plan and administer projects effectively with bi-directional integration of projects, activities, and tasks.

uNified coMMuNicAtioNs Use presence information to simplify collaboration with colleagues, partners, vendors, and customers whose data is maintained in Microsoft Dynamics AX. Communicate via e-mail, or start an instant messaging or phone conversation from within Microsoft Dynamics AX.

perforMANcepoiNt server iNtegrAtioN Support budgeting processes, track KPIs, and monitor performance against goals using PerformancePoint Server dashboards.

Microsoft dyNAMics Ax sNAp ApplicAtioNsConnect people to Microsoft Dynamics AX data from Microsoft Office, including timesheets, vacation man-agement tools, or business data. Leverage Microsoft Dynamics AX integration capabilities to customize or build applications using Snap, which includes sample code that is distributed in source code format.

tAsk recorder Automatically record and document business processes, and then create Microsoft Office Word documents, Microsoft Office PowerPoint® presentations, and Visio diagrams for training purposes or to help meet com-pliance requirements.

Microsoft dyNAMics clieNt for Microsoft office ANd shArepoiNtExtend the process control and insight of Microsoft Dynamics AX to all employees via familiar Microsoft Office. Gain Web access with Enterprise Portal in Microsoft Dynamics AX, based on SharePoint technologies.

Microsoft office oNeNote Capture details about prospects and tasks using Microsoft Office OneNote® 2007.

production

cost trAckiNg r Track detailed costs for resources and throughput, including work center costs.

forecAst scheduliNg ANd MAster plANNiNg nOptimize production and materials planning and scheduling. Conduct finite materials and capacity scheduling simultaneously. Calculate reliable available-to-promise (ATP) and capable-to-promise (CTP) deliveries, tie quotations to planning materials, break down a BOM item, and determine the earliest possible delivery date based on route and incoming items.

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joB MoNitoriNg r Track multiple job types, such as setup, transfer, overlap, queue time, or the process job per operation. Report resource consumption based on the job number. Check future and current capacity loads for potential bottlenecks and automatically reschedule the route to show new capacity loads.

productioN BoM n Copy a standard bill of material (BOM) to a production order and modify it as needed. Support negative quantities and control each item within BOM lines. Define the nature of the BOM line by the line type item, such as sub-production, phantom, subcontract, or normal item. Maintain a company default BOM or a site-specific BOM for multiple sites.

product Builder r Configure customized products and obtain accurate pricing and delivery dates. Set price amounts based on choice of variables from product models; calculations can be fixed amount, percentage, or programmed per variable. Set default routes or validation routes and job cards for single and group variables, with the ability to create more complex rules and formulas. Use Product Builder with Enterprise Portal in Microsoft Dynamics AX.

productioN order MANAgeMeNt nCreate production orders manually, through Master Planning, or from a sales order line. View, track, split, roll back, or categorize orders into pools. Purchase services directly from subcontractors. Schedule forward for delivery as soon as possible; schedule backward to deliver on the latest possible delivery date.

productioN trAckiNg ANd reportiNg nUpdate WIP and actual costs to the general ledger for an up-to-date status. Automatically generate and post report consumption.

role ceNters n Production Manager and Shop Supervisor.

routiNg MANAgeMeNt r Plan simple, sequential, and complex networks; use simultaneous routes in the same network. Designate a work center as a subcontractor. Create finite or infinite scheduling, forward and backward from various dates.Use rough-cut capacity and detailed scheduling capabilities. Calculate expected waste per operation as a percentage. Organize the shop floor in logical production units at the individual sites. Define resources and processes for site-specific routing.

scheduliNg r Quickly reschedule jobs and simulate possibilities by dragging items in the Gantt chart. Identify production bottlenecks and reschedule the remaining route; use alternative work centers for an operation in case of scheduling overloads. Schedule operations with the same property back-to-back.

shop floor MANAgeMeNt r Reduce manual data entry with automated employee time and attendance. Register products, resources, and items for project activity, operations, and jobs. Generate and export payroll data, from hourly rates to premiums and benefits.


12 • Microsoft

project Accounting

expeNse MANAgeMeNt n Charge travel-related expenses against specific projects with Expense Management in Microsoft Dynamics AX.

eNterprise portAl role n Access core project management tools quickly using the Project Manager role available with Enterprise Portal in Microsoft Dynamics AX, with the ability to enter hours via the Internet or Microsoft Office Outlook.

Microsoft office project server 2007 iNtegrAtioN rLeverage smooth, bi-directional integration with Office Project Server 2007 for projects, activities, and tasks.Use powerful scheduling and tracking tools to allocate resources effectively.

Multiple project types rCombine all project types in the same project tree, including time and materials, fixed price, and internal projects like investment, cost, and time projects.

project coNtrol nManage cost control by summarizing actual cost, committed cost, and remaining budget to discover total expected cost, and compare with the original budget. Measure utilization rates by comparing actual hours to budgeted hours based on efficiency and billable rates. Compare actual cash flow with budgeted cash flow.Compare the status of invoiced and chargeable transactions of a project or contract and compare with the project quotation.

project hierArchies nCreate your own hierarchical work breakdown structure that is enhanced by custom workflows andRoleTailored access to information and tasks.

project supply chAiN r Gain early visibility into project-based manufacturing by recognizing actual costs to avoid potential cost overruns during or at the end of production. Track project purchase orders, project purchase requisitions, and project requests for quotations (RFQs) to manage costs and identify potential cost overruns. Create project quotations and project sales orders to offer customers the right price.

reveNue recogNitioN ANd Wip rPeriodically match cost and revenue in the same general ledger period. Accrue revenue or capitalize cost for time and material in order to recognize the gross margin on the date the cost occurred or the invoice date. Post and accrue revenue for fixed price based on completion percentage or completed contract. Handle WIP for investment projects during the project before final elimination of the WIP value to a fixed asset upon completion.

role ceNters l n Project Manager and Project Team Member.

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streAMliNed BilliNg n Adjust transactions before releasing a final invoice. Create and edit invoice proposals for hours, expenses, items, sales orders, fees, subscriptions, advance and deduction payments, or milestones.

stANdArd ANd Ad-hoc reportiNg nUse out-of-the-box OLAP data cubes for quick, multidimensional analysis. Access standard reports for profit and loss, consumed costs, payroll allocation, invoice on account, actual versus budgeted costs, and cash flow.Export data quickly into a PivotTable view in the familiar Microsoft Office Excel environment.

role centers

precoNfigured role ceNters* • CEO• Operations: Operations Manager• Logistics: Warehouse Manager, Warehouse Worker, Shipping and Receiving, Purchasing Manager,

Purchasing Agent• Production: Production Manager, Shop Supervisor• Customer Service: Customer Service Manager• Sales and Marketing: Marketing Executive, Marketing Manager, Marketing Staffer, Sales Manager,

Super Sales Rep, Dedicated Sales Rep, Account Manager, Order Processor• HR: HR Director/Manager, Training and Development Manager/Specialist; Recruiting and

Staffing Manager/Specialist• Finance: CFO, Accounting Manager, Controller, Accounts Payable Coordinator, Accounts Receivable

Administrator, Bookkeeper, Credit and Collections Manager, Accountant• Professional Services: Project Manager, Project Team Member*Role Center availability varies by Business Ready Licensing edition.

BusiNess iNtelligeNce Select predefined performance indicators using out-of-the-box Microsoft SQL Server Analysis Services data cubes for display in Role Centers. Provide personalized report navigation and easily publish reports and KPIs.Enable people to build and share specialized reports in a wide range of formats with integration with SQL Server Reporting Services. Display and view graphs, charts, lists, and reports, and monitor processes in a dashboard view.

persoNAlizAtioN feAtures All content provided in Role Centers is determined by user profiles. Easily personalize Role Centers to fit individual work styles by adding specific data, reports, alerts, or tasks. Add out-of-the-box Role Center Web parts, including: Cues that provide a visual representation of records according to status, such as pending sales orders or items on backorder; KPIs that offer information from predefined data cubes to monitor busi-ness performance against a defined goal; A Report Web part that provides access to SQL Server Reporting Services reports; A Business Overview Web part to compare historical performance, such as year over year or month over month; A Work list that presents action items generated by a workflow or alert according to business needs; Community links that provide items published on community sites for Finance, Services, and Sales and Marketing; Links that provide access to important internal and external sites; Add any Microsoft SharePoint Web parts.


14 • Microsoft

custoM role ceNters Developers can create Role Centers or use Web parts to modify existing Role Centers with the power of ASP .NET and the Enterprise Portal Framework. Businesses can create industry-specific Role Centers to target specific customers. Build new data cubes and reports using integrated BI and reporting tools.

sales and Marketing

gloBAl Address Book l nStreamline relationship management by defining and viewing relationships between customers, prospects, vendors, employees, competitors, and internal organizations, all from a single location.

hierArchicAl process teMplAtes nCreate reusable lead qualification, sales, and campaign processes. Strengthen closure rates, manage pipeline data, and increase the return on marketing investments.

leAd MANAgeMeNt n Easily manage sales leads, create unique lead qualification processes, and turn leads into sales opportunities.Reduce the time and expense of pursuing inappropriate deals, and create opportunities to close more sales.

MArketiNg AutoMAtioN n Create marketing campaigns for any defined group of customers and prospects. Quickly link campaigns and questionnaires, projects, and Web responses. Automatically create follow-up activities and synchronize with Outlook for easy tracking and reminders. Monitor ROI by linking campaigns to a specific project. Broadcast campaigns via e-mail, Internet, fax, letter, or call list.

Microsoft virtuAl eArth iNtegrAtioN nFind locations quickly and build your customer base with Microsoft Virtual EarthTM. A number of licensing and pricing options are available to accommodate your business requirements.

opportuNity MANAgeMeNt n Expand opportunities by designing unique sales processes, creating quotations, and managing the sales pipeline.

role ceNters n Marketing Executive, Sales Manager, Super Sales Rep., Dedicated Sales Rep., Account Manager, Marketing Manager, Marketing Staffer.

sAles force AutoMAtioN n Evaluate a given customer activity against profitability, and forecast and plan future revenue.

sAles MANAgeMeNt n Monitor and manage sales and measure revenue against sales targets in real time. View graphs and reports from sales activities; analyze and report on sales, quotations, and other activities; and monitor the activities and performance of sales staff.

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teleMArketiNg/telesAles n Automatically map daily activities and receive automatically generated call lists. Set telephones for automatic dialing and log call details. Generate and execute custom call scripts based on questionnaire functionality.Analyze and use call results to improve customer communications.

uNified coMMuNicAtioNs l n Use presence information to collaborate easily with coworkers by sending e-mail or starting an instant message or phone conversation in Microsoft Dynamics AX.

WeB-eNABled crM dAtA n Access core CRM functionality quickly with Enterprise Portal in Microsoft Dynamics AX.

service Management

BoM teMplAtes r Help ensure accurate tracking for parts replacement with BOM templates for object subcomponents.

iNtegrAtioN With project AccouNtiNg iN Microsoft dyNAMics Ax rAccurately track service costs and revenues, manage invoicing, and handle multiple revenue models. Analyze revenues and customer requirements to assess service needs and determine service-specific and overall profit or loss. Link service agreements to specific projects.

iNtegrAtioN With the 2007 Microsoft office systeM rCreate service tasks and appointments that synchronize with Microsoft Office Outlook. Share and manage reporting data using Microsoft Office Excel and Microsoft Office SharePoint Server 2007.

oBjects r Register objects or equipment to be serviced and quickly link object forms to service agreements. Easily maintain and access detailed object records over the lifetime of an agreement.

repAir MANAgeMeNt r Register the object to be serviced and the problems reported for each repair task, and assign a diagnosis code. Register incoming complaints, track repair progress, and record final resolutions. Evaluate repair histories to identify faulty products or problem resolution issues, and analyze service trends to predict customer needs.

service AgreeMeNts rWorking with flexible templates, quickly create detailed, multilevel agreements, and define tasks and frequency for service calls. Tailor agreements to a wide range of customer requirements, service prices, and payment arrangements.


16 • Microsoft

service orders r Create manual service orders or set them up for automatic generation at intervals specified in a service agreement to help ensure compliance with commitments. Define individual service calls against service orders. Rapidly create service orders over the Internet with Enterprise Portal in Microsoft Dynamics AX.

service suBscriptioNs r Create, process, post, and invoice service subscription transactions over time for fixed-price service agree-ments. Accommodate revenue based on fixed or irregular periods and multiple pricing arrangements; adjust for reduction days and price increases; and set pricing using price indexes. Service subscriptions can be run independently or as a part of Service Management.

supply chain collaboration

ApplicAtioN iNtegrAtioN frAMeWork (Aif) nUse a Web services framework to integrate external business processes, such as order-to-cash and procure-to-pay. Support application-to-application integration, such as hub-and-spoke deployments that connect subsidiaries to an ERP system at corporate headquarters. Use a programming model that supports document services to capture business logic and provide an interface between Microsoft Dynamics AX 2009 and external systems. Manage messages through parallel message processing and with the addition of a multiple application object server (AOS), a Windows service that controls communications among Microsoft Dynamics AX clients, databases, and applications.

declArAtioNs cApABilities l n Use AIF to meet regulations, such as value-added tax (VAT) declarations, with integration with government organizations.

iNdustry-stANdArd support With BiztAlk AdApter for Microsoft dyNAMics Ax 2009 nExpose applications and structured data in XML, regardless of original format. Gain support for industry-standard information exchange using Electronic Data Interchange (EDI), including X12, EDIFACT, SWIFT, and HIPAA; and gain support for Availability Statement 2 (AS2) data for EDI over the Internet. Quickly extend business processes and connect to line-of-business systems and legacy systems with a broad array of out-of-the-box adapters. Automate business processes by creating rules and custom workflows using BizTalk Server.

oNliNe services l n Use payment services to integrate credit card processing, including authorization, data tracking, and returns, into Microsoft Dynamics AX. Note: Credit card processing is currently available only in the U.S.

WeB services nExchange XML documents with trading partners, vendors, and customers using various transport mecha-nisms, such as file systems, Microsoft Message Queuing (MSMQ), and outbound Web services. Gain support for flexible document exchange with support for create, read, update, and delete (CRUD) operations for a

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wide range of common document types, such as Advanced Shipping Notice (ASN), Sales Order, and Purchase Order, which are provided out of the box with Microsoft Dynamics AX 2009. Access a wide range of out-of-the-box Web services, or create and customize Web services using simple tools. Publish Web services through asynchronous adapters of AIF or Windows Communications Framework (WCF). Consume external Web services from within X++®.

supply chain Management

AdvANced iNveNtory coNtrol rCalculate ATP delivery dates based on available inventory and current production orders; calculate capable-to-promise (CTP) delivery dates based on available materials and production capacity. Optimize production and materials planning and scheduling by reducing double-scheduling and monitoring work centers for bottlenecks. Perform finite materials and capacity scheduling at the same time to take available capacity, inventory levels, and purchase lead times into consideration. Use master planning tables with optimistic concurrency control (OCC).

BAsic logistics l nEasily describe and maintain items by using up to three Item dimensions and predefined combinations: configuration, size, and color. Specify inventory dimensions for advanced inventory control and tracking and tracing purposes using inventory dimensions such as site.

eNhANced MAster plANNiNg nCreate multiple plans across sites to meet demand and keep orders synchronized based on change in internal or external demand. Improve distribution planning and forecast scheduling with an overview of longer-term purchase, production, and resource requirements.

flexiBle BusiNess iNtelligeNce l n Empower people with self-service BI, including KPIs and standard and ad-hoc reporting tools. Monitor performance and formulate effective business strategy using predefined cubes. Perform ad-hoc data analysis and reporting with familiar tools such as Excel and Visio.

iNtercoMpANy rStreamline subsidiary trading and apply intercompany trading policies using a single, integrated system. Create intercompany order chains directly and automatically from sales order to end-customer with and without direct delivery, and update sales orders from purchase orders and vice versa.

sAles MANAgeMeNt l n Easily create sales orders with quick entry of order lines, blanket orders, and enhanced delivery date control. Automatically check credit limits, customer account information, and inventory levels to provide customers with real-time information. Use flexible and comprehensive price calculations for improved price accuracy and customer service.


18 • Microsoft

purchAse MANAgeMeNt l n Keep track of back orders, and manage returned items. Streamline procurement processes with an end-to-end process that includes RFQs, vendor comparison, and integrated purchasing. Create 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.

iNveNtory MANAgeMeNt l nApply multiple costing options, including: first in/first out (FIFO), last in/first out (LIFO), standard cost, and weighted average. Control inventory with a variety of inventory models and safety stock support.

oNliNe services l n Use payment services to integrate credit card processing, including authorization, data tracking, and returns, into Microsoft Dynamics AX. Note: Credit card processing is currently available only in the U.S.

order MANAgeMeNt l n Extend supply chain functionality to include return order management and processing.

Multi-site cApABilities l nMaintain centralized control of all site parameters from any location, whether site-specific or company-specific, including inventory, BOMs, routing, costing, and profit and loss dimensions. Manage multiple, distributed warehouses; apply different costs, prices, and cost category rates; control delivery dates in different time zones; run master planning to view BOM items; and route data by dimensions. Use the new site dimension to support multi-site scenarios. Access support for multiple time zones with preferences for date and time fields set at the user level.

product Builder r Configure customized products and obtain accurate delivery dates.

quAlity MANAgeMeNt nImprove business processes for quality assurance, quality control, raw materials, and lot traceability.

rfid support rHelp simplify compliance by defining which customers and order line items require tagging, and commission electronic product code (EPC) numbers. Simplify real-time traceability with support for location-, pallet-, and item-level tagging that is compliant with EPC global data standards. Gain out-of-the-box radio frequency identification (RFID) integration with core business processes, such as inbound receiving, pick, pack, and ship processes.

role ceNters l nOperations Manager, Warehouse Manager, Warehouse Worker, Shipping and Receiving, Purchasing Manager, Purchasing Agent, Production Manager, Shop Supervisor. Role Center availability varies by Business Ready Licensing edition.

trAde AgreeMeNts l nEnhance business relationships with detailed trade agreements that include customer-, vendor-, or

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item-specific pricing and discounts. Set up prices and discounts in all currencies. Automatically calculate total discounts on orders.

WArehouse MANAgeMeNt: locAtioNs nAssign inventory dimensions to help organize and locate stock by individual warehouse, pallet, and location.

WArehouse MANAgeMeNt: hANdliNg rReceive automatic suggestions for placement of received items based on preset rules for one or multiple warehouses. Keep track of all received orders with pallet identification and generate an optimized picking route. Use barcodes to track items and locations electronically. Streamline outbound processes with the ability to configure rules for sending and printing shipment documents.

Workflow and Alerts

eMBedded WorkfloW frAMeWorkConfigure workflows easily with an embedded workflow framework based on Windows Workflow Foundation. Define automated approval for specific documents, such as purchase requisitions. View and track the status and history of specific workflow instances and determine if changes are needed to improve efficiency.Provide employees with a centralized work list that shows the workflow tasks and approvals assigned to them. The work list is available in the Microsoft Dynamics AX client and Enterprise Portal in Microsoft Dynamics AX.

out-of-the-Box teMplAtes Quickly standardize business processes using out-of-the-box templates for:

• General Ledger—general journal, allocations, fixed assets, and fixed assets budget.• Accounts Receivable—payment journal, draw bill of exchange journal, protest bill of exchange journal,

redraw bill of exchange journal, remittance journal, and settle bill of exchange journal.• Accounts Payable—invoice register, invoice approval journal, invoice journal, payment journal, draw

promissory note journal, redraw promissory note journal, remittance journal, and settle promissory note journal.

• Trade and Source—purchase requisition approval.• Project Accounting—project purchase requisition approval.• Expense Management—cash advance request template, expense template, non-project line item

workflow template, and project expense line workflow template.

WorkfloW coNfigurAtioN Configure business processes using workflow templates. Sequence task and approval workflow elements to establish workflow processes. Enter instructions and other information to assist users with workflow actions.

uNified Work list Arrange and view workflow items, alert notifications, and activities in one location from the Microsoft Dynam-ics AX client or from Enterprise Portal in Microsoft Dynamics AX. Preview information for an item and select an available action. Navigate to the associated Enterprise Portal in Microsoft Dynamics AX Web page or the Microsoft Dynamics AX client form to view all item-related information.


20 • Microsoft

role-BAsed Alert coNfigurAtioNIndividuals can set alerts for tasks and events critical to their jobs. Users with administrative rights can create, modify, and delete alert rules for specific users, and assign alert rules to others.

eAsy Alert setup Quickly create an alert rule for any record in Microsoft Dynamics AX. Easily set up new rules based on shared templates.

Multiple MoNitoriNg cApABilitiesSet alerts to receive notifications when specific values change. Set alerts bound to predefined dates, such as the number of days before an event, or a specific date after an event is to occur.

coNditioNs filteriNg Apply conditions to rules so that alerts appear only when conditions are met.

flexiBle NotificAtioN deliveryReceive alerts though a dedicated inbox, pop-up windows in Microsoft Dynamics AX, or as e-mail messages in Outlook with the ability to view alert details.

quick Access to Alert detAils Quickly find information pertaining to an alert, such as when it occurred and why, and the before and after values of a change. View the form where the alert rule is set up to see more information, such as a new cus-tomer record that triggered the alert. Access alerts using Enterprise Portal in Microsoft Dynamics AX.



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