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AX 2009 Functionality Overview

Updated 4/2009

Module General

Funtionality Menus

AX 4.0

AX 2009

Excel Interface Pivot Tables w/Cubes Workflows / Alerts

Role Centers

Task Recorder

Enterprise Portal

Accounts Receivable

Sales Order

Sales Quotation Customers Activities Return Order

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AX 2009 Functionality Overview

Updated 4/2009

Module Funtionality Accounts Payable Purchase Order

AX 4.0

AX 2009

Purchase RFQ

Purchase Requisitions

Purchase Requisition Workflow

Time Zone and Delivery Date Control Order Entry Deadlines Vendors Activities Return Management

Invoicing Matching

Invoice Miscellanoue Charges & Postings

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AX 2009 Functionality Overview

Updated 4/2009

Module Inventory Management

Funtionality Multi-Site

AX 4.0

AX 2009

Arrival Overview

Shipment reservations

Enhanced Picking

Outbound Rules

Staging - Outbound Rules

Costing & Inventory Valuation

Pallet Transport

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AX 2009 Functionality Overview

Updated 4/2009

Module Inventory Management, Conti. General Ledger Financials

Funtionality Shipping Carrier Interface

AX 4.0

AX 2009

Dimensions Fixed Assets w/n an Internal Project Posting Restrictions

Shared Services

Fill Utility

Reason Codes

Generated Allocations GL

Reversing Entries

Budget Revisions

Intercompany Eliminations - GL Post Net Income at Yearend Closing Voucher Templates

Vendor Remit-to Address

Invoice Matching - AP

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AX 2009 Functionality Overview

Updated 4/2009

Module Financials, conti.

Funtionality Print Managements

AX 4.0

AX 2009

Centralized Payments

Centralized Statements

Fixed Assets

Attributes / Conditions

Major Types

Capitalization Threshold

Project Integration Transaction Reversals

Replacement Cost and Insured Value Update Auto-create Fixed Assets

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AX 2009 Functionality Overview

Updated 4/2009

Module Payroll

Funtionality Advanced Enhancements

AX 4.0

AX 2009


Project Stages

Project Screen Enhancements Project Production Orders

Interface to Microsoft Project

Activity Tree & Hierarchy

Project Requsitions / RFQs

Project Control Menu

Cash Flow Analysis

Export to Excel Trade Agreements Master Planning BoM & Route Planning

Planning on Bottleneck Resource

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AX 2009 Functionality Overview

Updated 4/2009


Funtionality Planning Time Fences

AX 4.0

AX 2009

Master Planning, Conti.

Run Concurrent Processes Supply Overview Form


Filtering Production Units

Gantt Chart Scheduling & Simulation

Costing & Inventory Valuation Production Sites

Available to Promise (ATP)

Shop Floor Control

Picking List Journals

Inventory Posting during Job Registration Updates during Process Steps

Journal Postings

Human Resources Competence Management Effective Performance Management

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AX 2009 Functionality Overview

Updated 4/2009


Funtionality Compenstation Management Enterprise Portal Interface Customers & Suppliers Activities

AX 4.0

AX 2009



Opportunity Management

File Importation Time Zone Differences Quality Management

(Added to std AX)



Integration with Cost Categories Product Builder

Expense Management

Expense Management

Workflow / Alerts

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AX 2009 Functionality Overview

Updated 4/2009

Module Service Management

(Added to std AX)

Funtionality Web Portal

AX 4.0

AX 2009

Service Dispatcher

Service Orders

Service Agreements

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Breadcrumb bar / Address bar Travel buttons Command bar Area page - Displays contents of a module in sections Filter / Preview pane: Combines common functional tasks on one screen. Action pane - Buttons to complate a task or operation to be performed.

Easily process screens and transfer data to Excel. Generate reports from numerous pre-existing cubes. Built-in to standard AX 2009. Originally part of IEM. Used to create individual workflows or business processes. Track documents or tasks through a work process. Worklist is available on the Role Center page and Enterprise Portal. Customizable home page based on user's role. User profile assigned. Displays specific data, reports, alerts Can be accessed/displayed on the user's Enterprise Portal Web site Allows recording of AX actions for generation in a document, presentation or project diagram. Access to features in the following modules: 1) Expense management 2) Returns management 3) Purchase requisition 4) CRM 5) Service management List frame provides user friendly search. Split postings based on site allowing for paperwork / documentation to proceed by site. Tiightly integrated to pre-existing opportunity. Global address book. Assist in sales order process and order fulfillment. New dedicated form for return orders. Control authority to receive return. Six predefined disposition actions added. Fee / charge can be automatically setup and applied upon use of return reason or disposition codes. Supports intercompany direct returns (resembles standard direct delivery). Dedicated reports and statistics.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information List frame and action pane provides user friendly searching. Split postings based on site allowing for paperwork / documentation to proceed by site. One RFQ can be submitted to multiple vendors. Previous POs can be referenced for vendors to submit RFQ to. Can be created from planned purchase order or requisition. RFQs can be printed individually per vendor. Easily compare RFQ replies to determine best vendor. Item can be submitted where item number does not yet exist. Category items are placeholders for non-catalog inventory items. Typically, category items are used immediately and not stocked. RFQ and related information can be recorded & transferred to a purchase order. Purchase quotation type is no longer valid to avoid confusion in purchase order screen. Alert for open RFQs with expiry date passed can be applied.

Created by a user, a workflow can be created to control and document the requisition process. Purchase order can be created automatically upon final approval (through workflow process). Set employee/user spending & approval limits. Product catalogs can establish those items available for purchase requisitions.

Assign defined workflow process for approval routing. Routing can be role based (by department) or based on approval(s) based on spending limits. If set, purchase order can automatically be created based on final approvals.

Order entry deadlines per site for planning and shipping purposes. Leadtime can be site specific. Indicates time of day for receipt of a sales order to treat as received that day. Incorporated in Global Address Book. Assist in purchase order process and order fulfillment. Setup to control who can return items, what items can be returned, and destination(site/warehouse) for returned items. Disposition to immediate inspection upon receipt can be easily identified.

Allows 3-way matching (Vendor invoice, purchase order, packing slip). Vendor price tolerance group can be setup to manage invoice matching process.

Add miscellaneous charges to vendor invoice during PO invoicing process & connect to transaction line. Miscellaneous charges applied to a PO header can be allocated to invoice lines. Invoice posting can be performed at packing slip posting transaction.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Site specific BoMs & routes Site specific GL transactions Site specific routings Site specific category rates Site specific production parameters Site specific coverage & preferred vendors Items from multiple sites on the same order can have site specific confirmations, picking lists, packings slips, and invoices. Provides mechanism to view the arrival of expected items. Applies to all incoming orders -purchase orders, production orders, RMA orders. User specified / filters to view arrival overviews. Update / post item receipts directly from the Arrival Overview form. Simplied selection of correct warehouses to reserve items.

Three methods to include new Consolidated picking plus Order and Inventory Transaction Picking. Consolidated picking allows multiple orders to be combined on one pickling list or group - based on order type (sales order or transfer orders).

Prompts for delivery destination when last item is picked on the form. Send shipment automatically based on identified Shipment status. Print shipment list is specified to do so. System creation of bill of lading when the shipment is dispatched. Provides overview of shipments to enable rearrangements or repacking of shipments if necessary. Standard cost valuation without month end inventory process. Items are immediately revalued both in inventory and Work in Process (WIP) when a new standard cost is activated on an item. Variance postings can be specifically identified by type (purchase price, cost change, and production order). Production order variances can be posted based on the variance type and contributing resources costs (direct manufacturing, direct material, indirect, undefined). Standard cost breakdown stores and identifies the standard cost and its composition for each cost group. Indirect costs can be charged directly to the product. Multiple version of price & costs for conducting BoM calculations can exist. Weighted average for a closing period for an item is summarized into a new inventory transfer transaction and used for sthe settlement of receipts and issues for the period. This eliminates the settlement against every issue or every receipt and improves overall system performance. Month-end inventory close procedure has been simplified.

Less than a full pallet can be moved from bulk location to a buffer location. This can insure the picking location is adequately stocked.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Provides integration to shipping carriers software. Automatically populates freight charges and tracking numbers to sales orders and invoices. Added sort codes for extended filter functionality. Enables capitalization of fixed assets in internal projects.

Specify users or user groups who can post to a specific journal (on name basis) based on the journals the user or user group entered or created. Posting Restriction by User Report allows for management of restrictions. Centralized payments across companies. Centralized payment receipts across companies. Similar to find and replace functionality, enables authorized users to mass update records. Log allows view of records changed. Standardizes journal transactions information vs. transaction text. Can be used with fixed assets, general ledger, accounts payable, accounts receivable, and bank. Reason codes can be required based on transactions. For example, in AR if a transaction is reversed or cancelled, a reason code can be required. Use predefined allocation rules to perform generated allocations (distribution of posted amounts to destination account & dimension combinations). Allocate across multiple companies. Allocation rules can be reviewed in the report Allocation Rules Definition.

Provides transaction reversals for accurals. Needed to accurately reflect balances on financial statements. Maintain audit trails of budget changes to analyze changes to original budget amounts. Revision and revision date identifiers added to track revisions. Elimination transactions have been automated.

Allows the posting of net income or loss to the equity account in combination with one or multiple dimension combinations. Allows creation of templates for vouchers used repetitively. GL & AP only.

A remit-to address can be defined as payment address vs. vendor's primary address. Matching vendor invoice, purchase order, and packing slip information. Price tolerances for vendor can be setup.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Setups can be used for all similar types of forms. Multiple copies can be printed with footer information for each copy to identify its distribution. Forms can be set to print to a specific printer as well as footer information which could be used as the print purpose. Conditional settings can be established based on an associated query. Create and manage payments by using a central company. Multiple currency codes across companies can be setup with exchange rate calculated. Applicable due-to and due-from transactions are automatically generated for each company during a settlement record. Reports containing cross-company settlement information. Centralized customer statements can be produced to include all companies.

Additional attribute fields have been added to allow for more detailed level of asset tracking. State of fixed asset condition can be assigned (good, excellent, new, used, or refurbished). Used for reporting and identifies major, high-level classification types of assets.

Define capitalization threshold amount based on different types of assets. Fixed assets generated through a purchase order and fall below the threshold amount can be set to not depreciate based on the asset group. For non-purchase order fixed asset transactions, alerts can be setup to signal when an acquisition cost price if less or more than the defined capitalization threshold.

Allows for project to be associated with the asset it affects. Extends reversing transactions found in other modules to be applied to fixed assets, allowing for easier maintenance of fixed asset transactions. Replacement costs can be periodically updated using replacement cost and insured value factors. Creation from purchase orders, purchase order packing slip posting, or purchase invoice invoice form makes it easier to create a fixed asset item. A user can assign a purchase line item as a fixed asset without the asset record created beforehand. The asset can be auto-created during the packing slip or invoice posting process. Define PO posting accounts when a fixed asset item is purchased. Manage posting of asset acquisition transactions during purchase invoice posting through user group assignments. The acquisition proposal functionality allows for the user to manage the fixed asset record and create the asset acquisition transaction and update the asset status to open.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Provides data preparation, payroll processing, and pay period reporting/record keeping. Tighter integration with GL, AP, HR. Interface with Project and Shop Floor II. Redesigned for more control with transaction posting allowed per stage. Stages expanded: 1) Rename existing five stages 2) Ability to add three user-defined stages Ability to manage and control activites performed at each stage. Lower screen has been added to allow more/easier visibility to all project transactions types Posts costs from production orders tied to project either at the finish of the production order(s) or as comsumption/costs (including indirect costs) are incurred on the production order. Requires Project Server. Synchronized automatically. Synchronization Service Queue Manager screen provides status of all synchronization activity. Activities can be grouped together under a node and assigned start and end dates. Sub-tasks can be created and assigned to a specific employee. Viewable in a Gantt chart. Requisitions or RFQs can be tied directly to the project. If approved, purchase orders can be automatically updated from the requisition, or a requisition updated to an RFQ, and maintained in history on the project. Workflow approval can apply. Enables new and simpler ways to obtain and analyze project data. New forms include cost control, hour utilization, and cash flow. Allows for committed costs (costs not posted but tied to the project) to be tracked. Two budget methods for cost control: 1) Total budget or 2) Remaining budget Hour utilization screen is available to obtain billable and efficiency rates of employees and hours charged to a project.

Maintain cash flow status based on: 1) Cash flow in: Invoices, sales orders, subscriptions, fees 2) Cash flow out: Project purchase orders, item requirements, expenses, hours

Enables user selection of data for inclusion in creation of pivot table. Sales prices can be setup and applied to groups of projects. Allows for finished product to be produced at multiple sites based on different levels of BoM structure. Decreases planning work load for finite capacity and increases focus on scheduling effort.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Based on Master Planning run with finite capacity, backward capacity, finite capacity, and bottleneck capacity time fences can be utilized. Improvement in Master Planning processing time. Provide an overview to compare alternatives for the supply of items (POs & production orders). Simplify availability checking and order promising. Improved filtering on select forms. Provides structuring and assembling all company resources and data in groupings relevant to each site or company. Includes unit specific work centers and ability to management workload and capacity within the unit.

Provides indication of late orders as well as a progress bar. User defined grouping criteria. Allows manual rescheduling. Resource view to show jobs based on work centers. Other view to show jobs based on orders. Incorporates indirect costs / FOH in production costs. Tied to one company with each operational/production site having its own profit center. Considers leadtimes and availability dates as well as planned receipts and issues in determining delivery. Form available from sales order line and item master. Streamlined to use and post inventory from the shop floor. Allows editing prior to postings. Pick list can be opened from Production Quantity form. Flushing principles can be applied and pick list journals processed automatically or manually. During various steps of a production order, Production BoM quantities can be updated when flagged. For example, an operation for the cutting of raw material is being completed. The employee, based on set up, can immediately update the actual quantity used and have the quantity automatically posted / updated to inventory. Journal lines can be created from electronic timecards to include 1) Inventory P&L, 2) fees, and 3) items. Analyize skill sets and gaps. Management employee development and performance goals. Utilize goal headings & types and organize goals into logical groups for analysis. Provide structured guidance in support of accomplishing a goal.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Supports flexible compenstation methods. Ability to view and manage sales force activities in the application through web access. Global address book. Assist in lead and opportunity process flows to assist the sales representative and management. Ability to establish a process & rules to qualify a lead to an opportunity.

Store information related to opportunity in one central location. Task / activity management. Quotation(s) tied directly to the opportunity. Ability to easily import lead lists into AX 2009. Allows activities to be synchronized with a user's time zone. Setup and manage quality testing requirements for company. Vendor(s) can be associated with a quality group for automatic generation of a quality order, based on setup. Manual quality order can be created for specified order. Provide Certificate of Analysis for material or products tested and found in compliance with standards. Miscellaneous charges can be applied to non-conforming orders. Manage non-conforming products & items. Tracking and resolution of vendor or customer problems. Integrates with Projects (including project activity hierarchy), Production, and Expense Management. Configuration of items from quotations or orders. Create BoM and Route versions - site specific. Table restraints provide retrieval of valid production combinations. Rule debuggers tracks selections and provides feedback on rules and constraints.

Automated entry & reimbursement. Approvals can be applied. Credit card transactions can be imported. Allows Per diem setting. Drill-through from GL, CoA or AP to Expense Transactions. Integrated to Project Accounting, AP, GL. Statistic groups for reporting. Entry access through Enterprise Portal Web site. Request cash advance. Define policies. These policies will document and inform users as to the company's travel and reimbursement policies and can be enforced on submission of an expense report.

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Existing/Unchanged New Enhanced Added to standard AX AX 2009 Information Provides the Technician and Customer easy access to current service orders as well as view historical service orders. Provides graphical overview of dispatch board. Integrated with activity features in Basic & CRM on two levels: 1) Financial side 2) Task / activities Management assigned resouces directly in the dispatch board. Manage unassigned dispatch notices. Can be created through Customer web portal and monitored through Web Service Orders screen. Maintain service schedule and progress. Additional information added to include when requested service will be performed.

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