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AGENDA
Overview on Microsoft Dynamics Axapta Key solution areas: Financials Procurement and Inventory Human resource and Payroll Travel management Glimpses of a process

Microsoft DynamicsTM AX

Dynamics AX Solution Map

Financials Manufacturing SCM

WHMS

Projects

HRMS

Service management

CRM

Balanced Score Card

FINANCIALS

Enterprise Portal

Financials
General Ledger Cash/Bank Management Accounts Payables

General Ledger
Flexible set up of COA Accounting period and year definition Multiple budgets

Accounts Receivables

Fixed Assets

Budgeting

Multiple Journals and approvals Recurring Journals Dimensions and analysis by dimensions

Indian Localization

Conformance to Indian statutory requirements

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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General Ledger.
Posting profiles Cash Flow analysis Currency and Exchange rates Financial reports Consolidation

Chart of account
Account number is Alphanumeric Search names can be used in journals The Balance of each ledger account can be seen in an overview Set up for easy and save entry of transactions: Allocation Default Validation

COA

Dimensions

Dimension: Department, Cost Center & Purpose are standard Unlimited number of dimensions can be acquired Dimension are fully connected with all modules

Dimensions

Journals
Used for manual entries Includes validation Approval system Security Journal history available Periodic journals for recurring entries User defined

      

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Journal voucher

Budget

 

Multiple Budgets Main budget can accumulate several levels of sub budgets

Budget can be generated based on last years real figures

 

Budgets can be copied & edited Allocation keys can be set up

Fixed Assets
Manages full life cycle of asset Acquisition Depreciation Asset disposal Various depreciation methods Budgets

Cash Management
Setting up of bank accounts / cash books Banking transactions Bank reconciliation

Accounts Receivables
Credit control

Accounts Payables
Vendor Master Multiple addresses

Payment terms and discounts Pay to Vendor Trade agreements Pay terms Free Text Invoice Trade agreements Pre-payments Invoicing and payments Multiple Currencies Multiple currency handling and exchange rate Conformance to Indian statutory requirements adjustment Conformance to Indian statutory requirements

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Procurement and Inventory

Material Management Warehouse Management Purchase Order Management

PROCUREMENT AND INVENTORY

Procurement and Inventory

Material Management
Receipt Storage Issue Transfer

Warehouse
Storage location can be a physical or virtual Your existing storage can be configured in system Can be modified as per the needs

Purchase Order Management

Procure To Pay Issue Purchase Orders Register Arrival of Goods From Vendor at the receiving location Record Receipt in PO Vendor Invoice Pay Vendor Invoice

Item Master

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Human Resource Management

Employees database Employees information, Dependents, Contact details Tracking Employee History . Payroll Processing Skills

HUMAN RESOURCE AND PAYROLL MANAGEMENT

Organization Management Formal (line and staff) and informal structure (matrix and projects) Organization Chart Job positions

Human Resource Management

Recruitment Absence Management Employee Development Employee Self Service portal

Recruitment
Manage the recruitment process Automate correspondence through integration with Microsoft Word Microsoft Outlook integration support for interview administration Statistical overviews of the recruitment process

Absence management
Define multiple absence categories Define absence individually and collectively Statistical and graphical representation of absence data

Employee development
Personal activity plan with activities and deadlines Competence management Graphical tools for skill gap analysis Employee assessment Course administration Manage training agendas, tracks and sessions

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

7/11/2011 10:49 PM

Employee self service

Employees can view profile Employees can view pay slips Define Tax Declaration Raise Loan request & view approval status

Payroll management
Salary Benefits Loans Leave management Integrated with accounts Income tax computation Reports: Pay slip Salary register PF reports Income tax reports

Travel management system

Create travel management requests Workflows for creating and approving travel requests Setup expense policies Workflows for creating and approving expense reports

TRAVEL MANAGEMENT SYSTEM

Track expenses against projects and departments Reconciliation of credit card transactions

Reports and Inquiries

Various online reports and Inquiries Can be accessed from other screens/forms Reports can be sent by mail Reports can be saved in multiple file formats and can be hosted on portal Reports can be accessed on web as well Security rights are applicable for reporting

REPORTS, INQUIRY AND ENTERPRISE PORTAL

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Portal

GLIMPSES OF A PROCESS

Scenario
Procurement of Laptops Request for purchase of Laptops Request for quote from vendors Quote analysis, and quote award Placing the Purchase order Receive Laptops and vendor invoice Incoming stock registered Invoice sent to Accounts department for payment Accounts makes the payment to vendor

Purchase requisition

Purchase requisition

Purchase requisition

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Request for quote

Request for quote

Request for quote

Purchase order

Payment to vendor

2006 Microsoft Corporation. All rights reserved.

This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.