MICROSOFT   DYNAMICS   AX 2012 R3

 

Course Introduction

Microsoft Dynamics AX 2012 R3is the Microsoft® enterprise resource planning(ERP) solution for enterprises that empowers your people to anticipate andembrace change so that your business can thrive.

 

As Microsoft Dynamics AX has been tested for up to 1,000 users with 2.6 million transactions per day, it will support current and future volume of your business. Microsoft Dynamics GP holds a central position in proposed system; and its allied software applications provide an ideal platform for your environment. Please note that all the software applications require OS Windows Server 2012 R2.

 

It helps employees be more productive and increases the value ofinformation by providing all people in the organization with access to importantbusiness information and processes. Because it includes rich industry and coreERP capabilities in a single, global solution.

 

Microsoft Dynamics AX 2012 R3promotes faster time to value. Simple to learn and use, it provides the agility thatyou need to expand business opportunities, modify processes, and differentiateyour business. With pervasive interoperability, you can take advantage ofexisting investments, lower the total cost of ownership (TCO), and supportinnovation in your organization.Microsoft Dynamics GP supports global organizations by managing multisiteoperations through shared master data and business processes, as well as countryspecificcapabilities, in a single instance. Rich ERP capabilities also support Financials, Supply Chain management, Human Resources,and Manufacturing & Project Managements.

 

Main Benefits of Microsoft Dynamics AX 2012 R3

 

  • Access critical information—faster, easier, and in greater detail—for better decision making.

 

  • Streamline Business Processes.

 

  • Integrate different department’s information.

 

  • Reduce costs through better resource management.

 

  • Manage Project’s Estimation / Budgeting / Costing more effectively.

 

  • Streamline Revenue Generation & Allocation.

 

  • Reduce operational costs through Inventory control.

 

  • Establish long-term contracts with Customers & Vendors.

 

  • Integrate with other Microsoft Business tools.

 

  • Get detailed employee information instantly.

 

  • Streamline the hiring process.

 

  • Comply easily with government requirements.

 

Overall Functionality Scope of Microsoft Dynamics AX 2012

S.No.   Business Function           AX 2012 Functionality

1        Finance & Accounts                       Finance Module

2 –      Sales & Distribution             Sales & Marketing Module

3 –      Purchase                               Procurement & Sourcing Module

4 –      Inventory Management       Product Information Management, Inventory &

Warehouse Management Modules

5 –       Manufacturing                      Production Control Module

6 –       Material Planning                Master Planning module

7 –       Incoming, In process           Quality Management

& Outgoing Quality

8 –       Human Resources              Human Resource Module

9 –       Payroll                                    Payroll Module

10 –    RetailSales                        Retails Module

11 –    Projects                              Project Management & Accounting

12 –    Services                             Service Management

13 –    Transportation Control       Transportation Management

14 –    IT Administration                System Admin & Organization Admin

15 –    Data Migration                    Data Import & Export and AIF

 

 

FINANCIAL BASED ACTIVITIES

Business Process                         AX 2012R3 – Functionality          

Finance Based activities                 Financials I & II

1 –General Ledger

  • Chart of Accounts details
  • Financial Dimensions
  • Account Groups / Categories
  • Journal entries / Postings
  • Recurring entries
  • Multicurrency handling
  • Sales Tax & Withholding Tax Calculation
  • Period End processing

2 – Bank Accounting

  • Bank Accounts detail
  • Petty Cash Management
  • Deposit Slips & Checks
  • LC / LG Handling (Bill of Exchange)
  • Bank reconciliation.

3–Account’s Receivable

  • Customer details
  • Customer Groups
  • AR setup / Link to GL Accounts / Posting
  • Billing / Invoices / Cash Receipts
  • Free Text Invoices
  • Period End processing

4–Account’s Payable

  • Vendors details
  • Vendor Groups
  • AP setup / Link to GL Accounts / Posting
  • Invoices / Payments
  • Cheque printing
  • Period End processing

5– Fixed Asset accounting

  • Fixed Assets details
  • Fixed Assets Groups & value models
  • Depreciation methods.
  • Fixed Assets movements / disposal
  • Period End processing

6–Other Financial Activities

  • Budgeting
  • Cash Flow Management
  • Revaluation of Multicurrency Transactions
  • Advanced Payment
  • Intercompany Accounting
  • Consolidations
  • Financial Workflow
  • Period / Year End – Close
  • Financial Statements

 

 

SUPPLY CHAIN ACTIVITIES

Business Process                         AX 2012 Functionality      

 

Product SpecificationsProduct Information Management

1 – Items / Product definitions

2– Product Variants / SKUs (Item Dimensions)

3 – Product Categories

4 – Attributes

5 – Relationships

6 – Bar Code handling

7 – Sites/Warehouses/Locations definitions (Storage Dimensions)

8 – Lots/Serials/Batches definitions (Storage Dimensions)

9 – Product Catalogs

10 – Unit of measure & their conversions

 

Purchase related activitiesProcurement & Sourcing

1 –Purchase Requisitions

2 – Purchase Requisitions

Approval workflow

3 – Request for Quotation (RFQ)

4 – RFQ comparison

5 – RFQ Approval

 

Purchase Order managementProcurement & Sourcing

1 –  PO Release

2 –  GRN (Goods Receipt Note)

3 –  Incoming Inspection

4 –  Vendor Invoice Booking

5 –  Import Purchase Orders

6 –  Vendor Invoice verification

7 –  Purchase Return management

8 –  Purchase Price agreements with Vendors

9 –  Purchase Discount agreements with vendors

10 –  Vendor Ageing

 

Inventory related activities  Inventory and Warehouse Management

1 – Material Receipt

2 – Material Issue

3 – Storage management

4 – Storage location Control

–  Aisle

–  Shelf

–  Rack

–  Bin

5 – Batch Number & Serial Number tracking

6 – Physical Inventory counting process

7 –Warehouse Stock Transfer Order

8 – WH to WH Stock Transfer

9 – Branch to Branch Material Transfer

10 – Damage Stock handling

 

Sales &Marketing
Pre-Sales activities

1 – Contacts, Leads, Opportunities

2 – Sales Campaigns

3 – Sales Quotation

4 – Sales Quotation Status & history Tracking

5 – Quotation to Sales order conversion

Sales & Marketing

Sales related activities

1 – Sales Order processing

2 – Sales Order Confirmation

3 – Item registration & reservation

4 – Sales Order delivery slip

5 – Sales Invoices

6 – Sales price agreements with customers

7 – Sales Discount agreements with customers

8 – Customer Ageing

9 – Customer Payments

10 – Collection Letters

11 – Sales Return management

 

Manufacturing  related   ACTIVITIES

Business Process                         AX 2012R3 Functionality 

Quality Control activitiesQuality Management

1 – Quality Inspection (Incoming, in-process, FG)

2 – Non-Conformance management

3 – Quality Certificates

 

Bill of Material activitiesBill of Material module

1 – BOM / Formula Definition

2 – BOM / Formula Versions Control

3 – BOM / Formula Approval

 

Manufacturing activities    Production Control module

1 – Production order / Batch order

2 – Production estimation

–  Raw material issues

–  FG Booking

–  WIP reporting

3 – Multiple Production

–  Location wise production planning

–  Location wise inventory control

4 – Production Operations

–  Definition (Routing)

–  Define Operation times

–   Setup time

–   Run Time

–   Transit time

–   Queue time

5 – Production order costing

6 – Production Capacity planning

 

Purchase & Production Planning activitiesMaster Planning

  • Master Plans, Parameters, And Planned Orders
  • Planning Parameters
  • Coverage Groups
  • Coverage Settings
  • Forecast Plans
  • Intercompany scheduling

Manufacturing  relatedACTIVITIES

Business Process                         AX 2012R3 Functionality 

Product Costing activitiesCost Accounting

  • Cost and Service Categories creation
  • Cost and Service transactions and accruals
  • Set up and use calculations
  • Cost accounting reports & Inquiries
  • Periodic Activities.
  • Standard and advanced budgeting functionality

Human  resources ACTIVITIES

Business Process                         AX 2012R3 Functionality 

 

Human Resources activities Human Resource Module

1 –Employee Data

2 Organization Structure

3 – Recruitment process management

4 – Time & Attendance

5 – Automated Correspondence via Microsoft Word

 

Employee Development   Human Resource Module

1 – Conduct structured appraisal interview with employees

2 – Development planning capabilities help your employees define career goals

3 – Get an overview of the courses an employee has completed

4 – Personal development plan with activities and deadlines

5 – Periodic interview management

6 – Book or transfer appraisal interviews from Microsoft Dynamics AX to Outlook

 

Retail  outletsACTIVITIES

Business Process                         AX 2012R3 Functionality 

 

  • Retail Headquarters Setup and Requirements
  • Store Setup
  • Inventory Setup and Management
  • Price Management
  • Bar Code Management
  • Statements
  • Info-codes
  • Item Import
  • Replenishment
  • Table Distribution
  • Commerce Services
  • Reports
  • Enterprise Portal
  • Locale Specific Features
  • Retail POS, Store Connect & Transaction Service