Introduction to Microsoft Dynamics AX

A complete CRM suite including sales force A complete CRM suite including sales force automation, marketing and service automation, marketing and service management management

Small business financial managementSmall business financial managementRetail management and point of saleRetail management and point of saleIntegrated contact management, Integrated contact management, accounting and online services packaged accounting and online services packaged with with Microsoft Office Microsoft Office

Broad business management suites Broad business management suites including financial management, supply including financial management, supply chain management and customer chain management and customer relationship management functionalityrelationship management functionality

Microsoft Dynamics AX competitive Microsoft Dynamics AX competitive advantage over other ERPsadvantage over other ERPs

Familiar and easy to use

• Microsoft Office look & feel• Easily adopted by users• Reduced training time

Low Adoption Rates

• Users focus more on technology rather than business goals.

Vertical Industry focus Standard Core modules

Flexible to your business

• Ease of customization • Faster and cheaper

implementations• Scalable with your business

Rigid to your business

• High cost of customization• Time taking implementations• Expansion needs more cost

Microsoft Dynamics AX Other ERPs

Dynamics AX

SAP

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

Year 1Purchas

e

Year 2Maintain

Year 350 UserAcquisit

on

Year 4Maintain

Year 5Maintain

Dynamics AX 2,621,301 318,995 568,000 344,995 344,995

SAP 2,960,000 1,200,000 1,700,000 1,350,000 1,350,000

Dollar Cost

Timeline

Cost of Ownership of Dynamics AX vs. SAP

Dynamics AX

SAP

1st Year v/s 5 years

Nucleus Study (3rd Party neutral source)Nucleus Study (3rd Party neutral source)

75% of Dynamics AX Customers

ACHIEVED A POSITIVE ROI

WITHIN 2 YEARS !!

Microsoft Dynamics AX adapts to your business rather than forcing you to fit to the software.

Leaders & InnovatorsAdaptive Business ProcessMicrosoft Dynamics AX!

Com

peti

tiveness

Com

peti

tiveness

Less or equal to Industry Average

Laggards

“Industry Standard” ProcessSAP, Oracle, etc.

Lack of Defined ProcessPoor 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

StructuredStructured UnstructuredUnstructured

StructuredStructured UnstructuredUnstructured

Microsoft Dynamics AX General FeaturesMicrosoft Dynamics AX General Features

• Increase process flexibility• Enable compliance enforcement

InvoiceInvoiceInterpretaInterpretationtion

ClearClearExpectatiExpectationsons

InvoiceInvoiceApprovalApproval

InvoiceInvoiceClosingClosing

IncominIncoming g InvoiceInvoice

Data Entry ClerkData Entry ClerkRequesterRequester

PurchasingPurchasing

Invoice ApprovalInvoice Approval

FinanceFinance

THE INTEGRATED WORKFLOW ADVANTAGE

• Navigation Pane– New Menu structure (Microsoft Office Look and

Feel)– Structure can be modified

• Online help file– Integration with External help file (.chm)– Microsoft HTML Help 1.4 SDK

LOOK & FEEL: MENU

• Sorting • Searching:

– Filter by Grid– Filter by Selection– Filter by Field

• Format – Move– Hide– Rename– Add fields

ADVANCED SORTING AND FILTER OPTIONS

CompanyCompany• Dynamics AX

company account• Legal entity• One set of books

New inventory (storage) dimensionNew inventory (storage) dimension

SiteSite• Geographic location• Confined within

company• BOMs / routes• Cost

WarehouseWarehouse• Must be within site• Unique within

company• Holds inventory

GLOBAL FUNCTIONALITY

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.

Record Level Security

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.

Audit Trail

Multiple user activity log.

Complete user log of specific user, period, year and date wise.

The user can as well trace the origin of transactions.

Microsoft Dynamics AX Financial ManagementMicrosoft Dynamics AX Financial Management

Financial Management

Creation and duplication of company General Ledger Bank Management Receivable & Payables Fixed Assets Financial Reporting

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.

The user can create as many companies as it needs.

Moreover, the user can duplicate an existing company (from its chart of accounts to its transactions) to another number of companies.

General Ledger - Configuration

In number sequence the user can allocate numbers of their own desire to journals, vouchers , accounts and modules.

In the Ledger parameters the user can define rules for vouchers, accounts ,fiscal year closing and transaction reversals.

General Ledger - Configuration

Flexible Setup of Accounting Periods

In the Period Setup, the user can create the fiscal years as much required and even divide periods within the fiscal year.

Moreover, on closing the fiscal year the user can recalculate the period balances.

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.

General Ledger - Configuration

Financial Dimensions can group transactions together by assigning dimensions to each transactions.

A dimensions can represent, cost center, region, customer type or any category by which you want to classify your transactions.

Use dimensions to analyze the transactions.

Multicurrency

Configure Foreign Exchange Gain/Loss Accounts for each currency

Define multiple currencies

Define multiple exchange rates with their dates

Chart of Accounts.

Multi level chart of accounts

System accounts

Setup the Account type and the ledger account category

Locked in Journal functionality

Restriction of posting to a particular account

Specify an account’s nature as debit or credit which whenever is selected in journal lines will highlight the debit or credit side column.

Budgeting

The user can create different types of budgets to predict your company's financial needs for a specific budgets period.

Use the Budget model form to create the budgets models and sub models to define the structure of your ledger budgets.

The user can as well create the revision budget.

Budgeting The user can view the comparison among the budget and actual activity done.

Journals

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.

Moreover, the user can attach the approval or workflow settings with the journals as well.

Bank Management

Create various bank groups for different branches having same identity

Can change the cheques format

Option to maintain the system generated cheque printing as the format given by the banks

Bank Management

Monitoring deposits, payments, and bank balances

Bank Reconciliation facilitates the user to match bank statements with the ledger accounts of the banks that is(are) maintained in the system

Account Receivables

Develop various customer groups

Develop flexible terms of payment and cash discounts

Develop flexible payment schedules

Payment proposal feature with flexible payment method

Free text invoicing (non-stock invoicing) for payment of services

Accounts Payable

Develop various vendor groups

Develop flexible terms of payment and cash discounts

Develop flexible payment schedules

Payment proposal feature with flexible payment method

Invoice registering and approval process

Manages the full life cycle from acquisition, depreciation to disposition.

Maintains asset status information.

Improves control over fixed assets to drive accuracy and timeliness in your accounting results.

Fixed Assets

Supports five depreciation methods (straight line, declining balance, factor, manual percentage and consumption)

Manage the Tax Books and Financial Books separately for depreciation

Fixed Assets

Financial Reporting The user can create the trial balance for month, quarter, semi annual and annual periods as required both in the detail or summary.

Financial Reporting

The user can create the income statement for month, quarter, semi annual and annual periods as required and to any level of accounts .

The income statement can also be created with respect to ledger accounts and dimensions as well.

The user can create the balance sheet for month, quarter, semi annual and annual periods as required and to any level of accounts.

The balance sheet can also be created with respect to ledger accounts and dimensions as well

Financial Reporting

It provides an inexpensive, fast, and efficient way to register financial transactionsoriginating from accounts payable, accounts receivable, and the general ledger.

Use dimensions to analyze your company’s financial data from different perspectives and transform raw data into actionable knowledge.

Benefits of Financial Management

It enables you to make cash flow forecasts, so you can easily anticipate cash requirements and liquidity.

Moreover , it assists the users in preparing the accurate financial statements.

Microsoft Dynamics AX Supply Chain ManagementMicrosoft Dynamics AX Supply Chain Management

Supply Chain Management

Purchase Management Sales Management Trade Agreements Quality and Quarantine Management Item Dimensions Storage Dimensions BOM Management Serial and Batch number control Production Scheduling and Routing Ledger Integration and Cost Tracking

Keep track of back orders, and manage returned items.

Provision for Requests for quotations (RFQs), vendor comparison, and integrated purchasing.

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.

Purchase Management

Sales Management

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

Sales Management

Support for enhanced delivery date control ensuring the correct calculation of the ship date based on the customers requested receipt date

Quick entry of order lines

Support for drop shipments

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

Full flexibility to maintain prices and discounts on item and inventory dimensions

Trade Agreements

Set up prices and discounts in all currencies

Automatically calculate total discounts on orders

Trade Agreements

Enhance business relationships with detailed trade agreements that include customer-, vendor-, or item-specific pricing and discounts

Improve business processes for quality assurance, quality control, and lot traceability

Specify quarantine requirements at the item level

Set aside items in quarantine using quarantine orders, either manually or automatically when receiving items

Quality and Quarantine Management

Look up quarantine inventory at any stage in the quality control process

Automatically send and lock quarantine items pending inspection to the quarantine warehouse

Quality and Quarantine Management

Characterize single item by using up to three item dimensions: configuration, size and color

Rename the size and color dimensions to suit your purpose

Maintain valid combinations of item dimensions - can be allocated manually or automatically

Item Dimensions

Item Dimensions

Specify the number of item dimensions used per group of items

Set up specific prices and discounts per item dimension combination

Describe storage by using warehouse, pallets and locations

Track items using the serial and batch number dimension

Storage Dimensions

Bill Of Materials (BOM) Management

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, sub-contract, or normal item.

Graphical BOM Designer

Multi-level BOMs

Approval routing

Formulas for calculation of variable or constant consumption

Supports phantom BOMs

Allowances for scrap can be made in the consumption calculation

Where used feature

BOM explosion for materials planning and pricing calculation on all BOM levels

Distinctive Features Of BOM

Stamp a single item or a group of items with a unique number for tracking

Serial and batch number control

Production Scheduling Production scheduling can be done forward or backward with different dates as

starting points based on lead time of raw material.

Production Routing

Can allocate more than one route attached to a particular item

Approval procedure of routes

Default route

Routes controlled by date and/or quantity range

LEDGER INTEGRATION

Online update of WIP (items in process and work centers in process) in the general ledger when posting transactions or cost updating the production.

COST TRACKING

Detailed tracking of cost related to resources and through put.

Include work center costs in production cost estimation.

Ability to use automatic work center consumption when starting or finishing productions.

Ledger Integration & Cost Tracking

Make flexible and comprehensive price calculations for increased accuracy and customer service

Add miscellaneous charges to item costs and sales/purchase prices

Automatically substitute unavailable items with alternate items

Create sales quotations and promote to sales orders without re-entry of information

Perform real-time conversion of currency on open orders

Send notifications of partial deliveries and remainders on sales order documents

Benefits of Supply Chain Management

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.

Support direct delivery and specify acceptance parameters for over- or under-delivery

Trade Agreements helps the user to increase the speed of order entry and helpsensure correct pricing in sales and purchasing transactions

Benefits of Supply Chain Management