Presentations Axapta Tdm Overall Functionality

Microsoft Axapta “ Functionality” slides for TDM sales presentation

Microsoft 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)

Microsoft Axapta Base Package Languages 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.

Microsoft Axapta Base Package Languages 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.

Microsoft 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

Microsoft 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

Microsoft 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

Financial Management Financials I Financials II Electronic Banking Fixed Assets

Financial Management Financials 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)

Financial Management Financials 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

Financial Management Electronic 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

Financial Management Dimensions 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

Supply 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

Supply Chain Management Trade 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)

Supply Chain Management Intercompany Instantly create and update inter-company sales orders from purchase orders and vice versa Receive items automatically, based on the selling subsidiary’s delivery note Invoice items automatically, based on the selling subsidiary’s invoice Make stock-on-hand inquiries in all subsidiaries

Supply Chain Management Logistics 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

Supply Chain Management Product 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 Access all the tables and classes in your Microsoft Axapta installation Create complex formulas for tasks such as the calculation of raw material consumption Create advanced calculations using X++ programming language.

Supply Chain Management Production 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

Supply Chain Management Master 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)

Supply Chain Management Shop 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

Supply Chain Management Warehouse 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

Project Accounting Project Accounting I Project Accounting II

Project Accounting Project 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

Project Accounting Project 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 don’t 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

Customer Relationship Management Sales Force Automation Sales Management Marketing Automation Telemarketing

Customer Relationship Management Sales 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

Customer Relationship Management Sales 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

Customer Relationship Management Marketing 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

Customer Relationship Management Telemarketing 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

Human Resource Management Human Resource Management I Human Resource Management II Human Resource Management III

Human Resource Management Human 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

Human Resource Management Human 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

Human Resource Management Human 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

Other 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

Balanced 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

Business 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

Questionnaire 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.

Business 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

Enterprise Portal Enterprise 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

Enterprise Portal Enterprise 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 Invoiced transactions and invoice proposals Transactions for hours, costs, revenue, item and on-accounts Hour statements for projects

Enterprise Portal Enterprise 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 View strategic plans linked to KPIs Make online calculations of performance data Use online visual cockpits to concentrate performance information

Commerce 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

Development Tools MorphX 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

Development Tools MorphX 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

Development Tools X++ 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

Presentations Axapta Tdm Overall Functionality

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