Title: Microsoft Axapta
1Microsoft Axapta
- Functionality slides for TDM sales presentation
2Microsoft Axapta Base Package
- The base package provides a foundation of
- One user
- Three company accounts
- Three dimensions
- Unlimited virtual companies
- One language
- Security and user management capabilities
- Menu and form designer with IntelliMorph
technology - One Microsoft Axapta Application Object Server
(AOS)
3Microsoft Axapta Base PackageLanguages
- The base package includes one language
- Used to present the user interface
- Online help
- Forms, reports and menus
- Printed reports
- Invoices, purchase and sales orders
- Additional languages can be licensed.
4Microsoft Axapta Base PackageLanguages Available
- Danish
- Dutch (standard)
- Dutch (Belgium)
- English (US)
- English (UK)
- English (Australia)
- English (Ireland)
- English (South Africa)
- Finnish
- French (standard)
- French (Belgium)
- French (Switzerland)
- German (standard)
- German (Austria)
- Icelandic
- Italian (standard)
- Italian (Switzerland)
- Norwegian (Bokman)
- Portuguese (standard)
- Spanish (Spain-modern)
- Swedish
- Thai
- Czech
- Estonian
- Hungarian
- Latvian
- Lithuanian
- Polish
- Russian
- Turkish
More languages than these may be available from
VARs or Microsoft Certified Business Solutions
Partners.
5Microsoft Axapta Database
- All business information is stored in a single
database - Simple, all-in-one architecture
- Easier maintenance and upgrades
- Leads to lower TCO
- No database synchronization means lower risk of
data corruption - Supported databases
- Microsoft SQL Server 2000
- Oracle 9i
6Microsoft Axapta System Configuration
- Implementation
- All Microsoft Axapta functionality is installed
with initial implementation - License keys unlock functionality you choose
- Unused functionality is hidden, not deleted
- Just enter new license keys to access new
functionality - Leads to faster implementation and lower upgrade
costs - IntelliMorph
- Build and control fields and forms easily
- Simple enough for users to learn to configure
their own systems, saves on IT resources
7Microsoft Axapta Application Object Server (AOS)
- 2-tier and 3-tier support
- 3-tier thin client
- Lower requirements for client machinery and
bandwidth - Improved database security
- 3-tier rich client
- Leverage greater hardware capacity of powerful
client computers - Ideal for batch execution and high-demand users
- 2-tier and 3-tier mixed environment
- Takes advantage of a mix of different hardware,
using each computer's capacity to its full extent - Ideal for companies with mixed user needs (some
heavy, some light needs) - Cluster Technology
- Automatically balance users between servers in
the cluster - Increase redundancy and capacity, simply by
adding extra AOS servers. - If one server fails, clients only have to
reconnect to continue working, reducing downtime - Remote Site and User Support
- Remote sites and users use AOS to connect to a
central or headquarters Microsoft Axapta solution
through a WAN - Web Deployment
- Install, update, configure or launch Microsoft
Axapta by the touch of a button - An ActiveX component on a Web page shows the
status of the local installation
8Financial Management
- Financials I
- Financials II
- Electronic Banking
- Fixed Assets
9Financial ManagementFinancials
- General Ledger
- Manage accounting periods and use a reliable
year-end procedure including a closing sheet - Multiple configurable journals with approval
capability - Extensive posting control system
- Handle multi-currency and exchange adjustment
- Multiple structured budget
- Extensive and flexible tax module feature
- Book transactions across companies
- Cash flow forecasting and currency requirement
calculation allows projection of future
transactions based on commitments - Consolidate either online or through data exports
and imports between companies - Redistribute amounts automatically, according to
predefined setups of accounts, dimensions and
percentages (Financials II)
10Financial ManagementFinancials
- Bank Management
- Bank account reconciliation, including bank
account statement electronic import (for selected
countries ) - Handling of check and monitoring of deposits,
draft, and payments in general - Accounts Receivable
- Monitor credit checks
- Flexible terms of payment, including advanced
payment schedules and cash discounts - Free text invoicing (non stock invoicing)
- Advanced collection letter and interest
calculation - Payment journal with payment proposal features
- Multiple currency handling and exchange rate
adjustment - Accounts Payable
- Flexible terms of payment, including advanced
payment schedules and cash discounts - Multiple invoice entry options, such as separate
handling of approved and unapproved invoices, and
matching invoices to physical deliveries - Payment journal with payment proposal features
- Multi-currency handling and exchange rate
adjustment
11Financial ManagementElectronic Banking and Fixed
Assets
- Electronic Banking
- Supports the import and export of payment files
to financial institutions in several countries - Functionality is spread across accounts
receivable, accounts payable and bank management - Fixed Assets Management
- Fixed assets budgeting
- Multiple depreciation models
- Integrated to purchasing and inventory
functionality - Bar code handling
12Financial ManagementDimensions
- Dimensions values are applied and stored at the
transaction level - Data can be aggregated by dimensions when running
reports and inquiries - OLAP cubes use dimensions to analyze business
data even further - (covered in more detail later in Business
Analysis) - Rules can be set on accounts to control postings
to the General Ledger, according to the
dimensions applied - Default dimensions can be set on base data, such
as ledger accounts and customer accounts
13Supply Chain Management
- Trade
- Intercompany
- Logistics
- Product Builder I, II, III, IV
- Production I, II, III
- Master Planning
- Shop Floor Control I, II, III
- Warehouse Management I, II
14Supply Chain ManagementTrade
- Initiate purchase order from
- Production orders
- Sales orders
- Inventory coverage rules
- Generate a price calculation in real-time
- Compare cost prices against revenue
- Create credit notes from invoice journals
- Get a notification of backorders when receiving
goods - Print backorder information on delivery
documentation and invoices - Automatically substitute unavailable items with
alternate items - Cost price principles FIFO, LIFO, standard cost
price, and weighted average - Easy reconciliation of inventory values versus
ledger transactions - Use tag counting and transfer to counting journal
- Trade Agreements (separate module)
15Supply Chain ManagementIntercompany
- Instantly create and update inter-company sales
orders from purchase orders and vice versa - Receive items automatically, based on the selling
subsidiarys delivery note - Invoice items automatically, based on the selling
subsidiarys invoice - Make stock-on-hand inquiries in all subsidiaries
16Supply Chain ManagementLogistics
- Enter and edit sales and purchase forecasts
- Describe any item using configuration, size and
color - Describe storage by using warehouse, pallets and
locations - Track items using the serial and batch number
dimensions - Get an overview of current on-hand inventory per
warehouse - Get current on-hand situation by looking at any
item or storage dimension - Automatic or manual quarantine orders
- Calculate the ABC analysis based on revenue,
cost value, margin, and carrying costs, with
user-defined limits - Maintain multiple barcodes per item
- Maintain multi-level BOMs, with version and date
control - BOM explosion for materials planning and pricing
calculation - Drag and drop graphical suite for designing BOMs
17Supply Chain ManagementProduct Builder
- Product Builder I- Product Configuration
- Integrated with sales orders, purchase orders and
production - Customized interface for every user, showing only
product options that apply to them - Let each customer configure their own products
- Set default values for variables
- Reuse data from previous configurations
- Generate item numbers based on the model
variables - Base price calculations on customers choice of
variables from product models - Export or import product models
- Use sub models that inherit variables from top to
bottom and visa versa - Product Builder II- Validation Rules
- Validate values and display an error message
built from the condition - Create rules that govern the allowed content of
variables - When a customer makes a product configuration
choice, other configuration options are turned on
or off automatically - Product Builder III- Routing Integration
- Create production specific routes and job cards
for each configured item - Default routes, as templates for the routes
created in the product model - Complete default route in product model
- Product Builder IV- Advanced Configurations
18Supply Chain ManagementProduction
- Production I
- Production orders can be categorized into pools
for scheduling or groups to be posted in the
General Ledger - A standard production Bill of Materials (BOM) is
copied to the production order - A graphical BOM display gives a visual
representation of changes you make to create
what if scenarios - Production scheduling can be done forward or
backward with different dates - All production consumption is reported through
journals - Production II (Routing Management)
- Route complexity- plan simple, sequential routes,
or complex networks of routes - Finite or infinite scheduling, forwards and
backwards from various dates - Describe each operation component in the
production route by many descriptors - Calculate expected waste per operation as a
percentage, both by individual operation and by
accumulated scrap over the whole production
process - Track detailed costs related to resources and
throughput - Production III (Shop Management)
- Gantt chart gives you a graphical presentation of
your production schedules - Reschedule jobs simply by dragging and dropping
in the Gantt chart - Task Groups let you use alternative work centers
in case of scheduling overloads - By rescheduling jobs to avoid bottlenecks,
Microsoft Axapta automatically reschedules the
rest of the route to reflect the new capacity
loads - Track setup or process job per operation, and
report consumption based on job number - Set up jobs that require the same work center to
all reach that work center concurrently
19Supply Chain ManagementMaster Planning
- Forecast Scheduling and Master Planning
- Get an overview of longer-term purchase,
production and resource requirements based
multiple forecast scenarios - Create multiple plans for short term master
scheduling - Coverage Groups- attach different time fence
controls to different items - Scheduling Methods
- Operations scheduling schedules operations and
lead times by day - Job scheduling schedules operations by day and
time - Messages
- Future messages flag orders that cannot be
delivered on the requested date. The future
message shows the earliest possible delivery date
based on materials and capacity requirements. - Action messages suggest changes to existing
orders and planned orders to confirm adequate
quantity in inventory to meet requirements - Order Promising
- Available-to-promise (ATP) calculates delivery
date based on available inventory and current
production orders - Capable-to-promise (CTP) calculates delivery
date based on available materials and production
capacity - Tie sales proposals to planning materials
(requires Axapta CRM)
20Supply Chain ManagementShop Floor Control
- Shop Floor Control I (Time and Attendance)
- Set rules for flexible working hours, while
maintaining control of total employee hours job,
including collection and management of overtime - Two step validation to check time calculation and
approval status - Shop Floor Control II (Job Registration)
- Bundle jobs, so the same employee can work on
simultaneous jobs - Create a team function, by appointing a pilot
or team leader - Register non-productive time
- Track progress on jobs, and simulate completion
time based on current progress - Shop Floor Control III (Payroll Generating)
- Categorize payroll data into pay categories
- Track payment data for piecework jobs
- Generate payroll statistics
- Allocate payroll expenses to individual
production jobs or to projects
21Supply Chain ManagementWarehouse Management
- Warehouse Management I
- Eight different dimensions, such as warehouse,
location, pallets, item origin and configuration,
- Warehouse Management II
- Placement and storage
- Specify different location and storage policies
at both the warehouse level and the item level - Random location storage functions determine the
storage location based on rules regarding size,
volume and height - Warehouse zones and locations
- Organize warehouses into storage zones in order
to prioritize selection of locations for incoming
inventory - Specify warehouse locations on five levels
warehouse, aisle, rack, shelf and bin - Shipments
- Point out orders that can be shipped together to
reduce total picking time - Consolidate shipments of multiple sales orders
placed by the same customer - Derive output orders from sales order lines or
production order lines - Pallet transports
- Create pallet transports to move groups of items
within and between warehouses - Bar coding
- Print pallet label, location label and bill of
lading labels that include bar codes for
automatic tracking
22Project Accounting
- Project Accounting I
- Project Accounting II
23Project AccountingProject Accounting I
- Registration and data entry
- Itemize costs, hours and materials consumed and
enter them into the journal - Invoicing
- Invoice each project or project group, and retain
itemized time and resource costs - Sub projects can also be invoiced separately or
together - Set internal approval procedures for invoices
- Track prepayments and apply them to future
invoices - Enter project costs directly into Accounts
Payable or Purchase Orders - Project management
- Break down the time and materials used on
projects and assign individual hours or items to
sub-projects - Save project structures, so that budgets,
sub-projects and activities can be copied from
previous projects - Schedule tasks and allocate resources and
capacity to future tasks - Accounting
- Apply dimensions to every transaction in a
project - Post transactions specific ledger accounts
depending on pre-set criteria - Inquiry and reporting
- A report generator allows extended reporting with
load and save capabilities - A statistic form compares project budgets to
consumption over time - Follow transaction needs for a single project or
group of projects
24Project AccountingProject Accounting II
- Large contract management
- Manage fixed price projects or projects with a
mix of fixed price and time and materials
components - Book costs and revenue at intervals as the
project progresses, only upon project completion - Work-in-progress projects
- Specify work-in-progress (WIP) accounts to
collect transactions that dont affect the profit
and loss statement during the course of the
project - Track projects that use WIP accounts and move
transactions between WIP accounts and the General
Ledger - Project costs and performance
- Calculate consumption on individual cost groups
- Posting
- Apply a choice of 14 posting principles to
internal, time and material, and fixed-price
projects - Control types can be set so employees can only
enter data for categories or projects that are
relevant to their jobs
25Customer Relationship Management
- Sales Force Automation
- Sales Management
- Marketing Automation
- Telemarketing
26Customer Relationship ManagementSales Force
Automation
- Contact Management
- Store information on prospects, customers,
vendors, and other business contacts - Register activities associated with the sales
process - Synchronize appointments and tasks with Microsoft
Outlook - Drag and drop from Windows Explorer and Microsoft
Outlook into Microsoft Axapta - Track all additions, changes and deletions to
contact and sales process information - Track all mailings, telephone and e-mail
communications - Contact groups of customers based on selected
criteria applied to customer data - Sales Process Management
- Generate leads by importing them from external
sources, then allocate responsibility for leads
to your sales staff and track the quality of
leads - Extend offers to groups of leads, based on
customized profiles - Easy access to sales-related information
throughout the system - Track the effectiveness of sales and marketing
staff - Assign probability percentages to your sales
quotations
27Customer Relationship ManagementSales Management
- Sales staff budgeting
- Define sales targets for individuals and teams
- Automatically compare sales figures with budgets,
to measure sales performance - View sales performance by multiple selected
dimensions, to aid sales flow analysis - Management Statistics
- Manage and monitor the activities of sales teams
- Track the status of sales activities, including
pending sales quotations and lead management - Track the performance and activities of specific
sales people - Display sales data graphically to simplify
analysis - Export sales data and graphics to external
applications
28Customer Relationship ManagementMarketing
Automation
- Communications management
- Create campaigns based on sales and demographic
information - Assign communications tasks to sales or marketing
staff based on responsibilities and
specializations - Link campaigns, questionnaires, projects and Web
responses - Divide campaigns into sub-campaigns, to reach
more specific audiences - Link campaigns to projects and record financial
data about campaign execution (requires Microsoft
Axapta Project I) - Broadcast campaigns over e-mail, Web, faxes,
mailings and phone - Use old campaign structures as templates for new
campaigns - Marketing encyclopedia
- Common repository for all of your sales and
marketing collateral - Exchange sales and marketing knowledge
- Review sales material such as information on
product line, products and price lists - Categorize sales and marketing materials for
quick access (i.e. product line, white papers,
graphics, and videos) - Access information in the encyclopedia that
supports Web links, audio/video clips,
presentations and graphical software - Track competitor information and trends with
competitor websites for review
29Customer Relationship ManagementTelemarketing
- Create call lists based on contacts in business
relation and contacts table - Integration between campaigns and call list
- Integrate questionnaire data in the sales process
- Use Questionnaire to build custom call scripts,
to guide staff through phone call interactions - A telemarketing window contains all the relevant
information marketing and customer support
specialists need - Full call logging that includes time, date,
duration, caller etc. - Extract customer groups and allocate
responsibility for calls across your
telemarketing or phone support staff - Analyze employee performance and call statistics
30Human Resource Management
- Human Resource Management I
- Human Resource Management II
- Human Resource Management III
31Human Resource ManagementHuman Resource
Management I
- Core Human Resource Management
- Core human resource management administrative
functionality - Store payroll information, historical data, job
and position information - Register benefits
- Manage loaned items
- Compare actual employee skills to skill targets
- Generate reports for follow-up, reporting and
decision support - Organization
- Manage line, matrix and project organizations
- Maintain organizational structure and create new
business units - Visual, function-oriented organizational charts
32Human Resource ManagementHuman Resource
Management II
- Organization
- Administer position groups and positions or jobs
- Create job profiles and describe roles and
requirements - 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
- Measure media response
- Absence Management
- Define multiple absence categories
- Register absences individually and collectively
- Statistical and graphical presentation of absence
data
33Human Resource ManagementHuman Resource
Management III
- Employee development
- Personal development plan with activities and
deadlines - Periodic interview management
- Microsoft Outlook integration support for
interview administration - Competence management
- Graphical tools for skill-gap analysis
- Skill-gap analysis based on job profiles and
skill assessment - Skill searches support filtering and weighting of
skills - Course administration
- Register course details, instructors,
participants and locations - Manage training agendas, tracks and sessions
- Link course completion and CV or resume
information - A participant list captures participants
training history - Reports for waiting list, confirmation and
certificates
34Other Microsoft Axapta Functionality
- Balanced Scorecard
- Business Process Management
- Questionnaire I
- Questionnaire II
- Business Analysis
- E-Business Enterprise Portal
- E-Business Commerce Gateway
- Microsoft Axapta Development Tools
35Balanced Scorecard
- Knowledge account plan
- Create a structure and overview of your Balanced
Scorecard - Set up Key Performance Indicators (KPIs)
- Compare KPI target to actual KPI results
- Group business information within perspectives
such as customers, internal processes,
organization and financial - Link KPIs to organizational units through Human
Resource Management I - Measurements
- Use a measurement wizard to easily query on data
and define KPI measurements - Link KPIs to data either manually, from within
Microsoft Axapta, or from an external data source - Calculations
- Built-in tools help you define and control the
consistency of your methods when designing KPIs - Periodic measurements
- Run automatic measurements and reporting
- Simulate future KPI results using different
performance scenarios - Reporting and statistical analysis
- Customize the graphical presentation of each KPI
- Target performance information towards a specific
management team, by selecting specific KPIs for
specific team members
36Business Process Management
- Strategic planning
- Create a strategic plan step-by-step
- Identify status and end results
- Register SWOT analysis results
- Break-down visions to define goals and milestones
- Plan and follow-up with actions on initiatives
- Link to action management and KPIs in Microsoft
Axapta Balanced Scorecard - Define templates for strategic plans
- Link strategic plans to organizational units in
Human Resource Management I - Action management
- Use detailed information on responsibilities,
time, priorities and status - Register actions
- Track responses to actions and how different
actions are related - Structure responses and generate diverted actions
- Send actions as email or create as tasks in
Microsoft Outlook - Implement process design by using action
templates - Create actions with action planning, and
distribute to the responsible people
37Questionnaire
- Questionnaire I
- Design and deploy surveys rapidly
- Each question is linked to an answer mode
identified by text, date, numeric value or an
answer collection defined by the questionnaire
administrator - Enable free-text answers to any type of question.
- Openly define response options
- Accompany questions by rich media (pictures,
audio video, etc.) - Design a question with sub-questions
- Set up questionnaires with a branching structure,
so that the questions a user sees depend on the
answers to previous questions in the survey - Get a response history by questionnaire and
individual - Get a result report, answer report and wrong
answers report - Questionnaire Web portal (requires Enterprise
Portal framework) - Easy Web execution of surveys through Microsoft
Axapta Enterprise Portal - View and analyze results online
- Questionnaire II
- Manage questionnaire planning
- Plan and distribute surveys to selected
respondents - Mail correspondence to all respondents about the
survey - Break down survey results by the demographics of
respondents. - Display results graphically, with pivot tables
and pivot graphics.
38Business Analysis
- Business Analysis
- Generate OLAP cubes to analyze business data by
many dimensions or combinations of dimensions - View OLAP cubes within Microsoft Axapta or in
Microsoft Excel, using pivot tables to visualize
the data in different ways - Full control of the analysis server and OLAP
database from within Microsoft Axapta - Microsoft Analysis Server
- Available on the Microsoft SQL Server 2000
- Full synchronization with Microsoft Axapta
- Create, maintain and control OLAP databases and
cubes - Generate OLAP cubes
- Create cubes in multiple currencies and languages
- Periodic batch update possible for all cubes
- Security and configuration
- Controls access to cubes through user permissions
and setup
39Enterprise PortalEnterprise Portal Framework
- Enterprise Portal platform
- Simple, browser-based user interface and
intuitive controls - Supports intranet for internal employees,
extranet for business-to-customer or
business-to-business communication - Delivers Microsoft Axapta business data and
business logic in real-time - Develop Web functionality using the standard
MorphX development environment, no extra Web
tools are necessary - Rapid deployment using Web site wizard
- Multiple languages and currencies are also
available to remote users - A data crawler automatically builds a searchable
full-text index, so users can run back office
data searches - Access Microsoft Exchange information without the
need for plug-ins or ActiveX - Remote users can access information from
Microsoft Outlook while on the road - Incorporate content from information sources,
other back office and front office systems using
Web Parts and XML - Role and permission management
- Every user can personalize their Web portal to
display the controls, functionality and
information they need to do their job - Use roles to personalize the structure,
information and functionality of Web portals for
users - Content management
- Flexible definition of content management topics
- Online editing and publishing of articles
- Proofreading and moderation support
40Enterprise PortalEnterprise Portal Roles
- Employee Role
- View a phone book
- View a department list
- Sales Representative Role
- View and maintain your business relations,
reports and contact persons. - Create quotations, sales orders
- Perform price queries
- Customer Role
- Sign up as a customer and access the product
catalogue - Answer a survey or respond to a campaign survey
- View your account, purchase orders and invoices
- Vendor Role
- Vendors can change existing contact persons and
create new ones - Vendors can view and edit each purchase order
with your company - Vendors can view details about all the items they
deliver to your company - View details of selected journals
- A supply performance function shows vendor
performance - Consultant Role
- Timesheet registration on projects
41Enterprise PortalEnterprise Portal Functionality
- Questionnaire for Enterprise Portal
- Deploy questionnaires easily, over corporate
intranets and external Web sites - Respondents can answer surveys over the Internet
- Administrators can view completed questionnaires
over the Internet - Human Resource Management for Enterprise Portal
- View line, matrix and project organization, and
position information - Users can view and maintain their own personal
information - View and create emergency contacts
- Managers can view and update personal information
on team members - Customer Relationship Management for Enterprise
Portal - View and create all types of business relations
and their contact persons - Sort business relations based upon type
(customer, vendor, competitor, lead, prospect
etc) - View and create contact person
- Create and view CRM quotations
- Perform price queries for your CRM quotations
- Product Builder for Enterprise Portal
- Customers can configure products over the
Internet, using your pre-selected product models - Performance Management for Enterprise Portal
- Users can view their performance related to past
KPIs and progress towards current KPIs
42Commerce Gateway
- Commerce Gateway
- Flexible options for setting up rules that govern
electronic communications with your business
partners - Exchange documents instantly and automatically,
based on a set schedule or an event - Integrate your business processes with your
business partners processes. - One example purchasing department can send
purchase orders to vendors sales department
automatically using the Internet - Microsoft BizTalk Capabilities
- Set up content-based routing
- Send electronic documents to the correct
recipients based on the context of each document - Attach digital certificates to electronic
documents to verify the authenticity of the
documents - Send BizTalk Purchase Order
- Receive BizTalk Sales Order
- Send BizTalk Sales Invoice
43Development ToolsMorphX Development Suite-
Windows
- Development tools for the Microsoft Windows
client - Table browser
- Visual MorphXplorer
- Code profiler
- Application Hierarchy Tree
- Cross references
- MorphX Objects-
- Objects can be created, modified and deleted with
development tools - Tables
- Maps
- Views
- Extended Data Types
- Base Enums
- Feature Keys
- License Codes
- Configuraton Keys
- Security Keys
- ActiveX explorer
- Import/export objects
- Upgrade framework
- Merging functionality
- Label system
- Table Collections
- Macros
- Forms
- Reports
- Queries
- Jobs
- Menus
- Menu Items
- Online Help
44Development ToolsMorphX for Web
- Web development tools
- Drag and drop Microsoft Axapta elements from the
AOT to Web projects - A built-in Web page editor can support static as
well as dynamic content from the Microsoft Axapta
AOT - Multiple information sources
- Support for Web parts. This enables content and
functionality from a wide range of sources to be
embedded in user Web pages, for example Microsoft
Outlook, MSN Business News, and much more
45Development ToolsX Source Code
- Create, modify and delete X classes
- Validate and monitor the functionality of your
code with an integral X debugger - Customize and extend Microsoft Axapta to meet
your exact business needs. - Reduce the time and costs involved with making
system modifications
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