Step 13:- To double check the Webservices installation, please navigate to System administration-->Setup-->Services and AIF-->Websites-->Validate and check the configuration.
If you have the good backups before installing the CU7 updates, then you can easily revert it to the healthy condition.(Backup the Model database and Data Database).
Taking backup should be must and this will be helpful at the worst cases.
If you do not have the good backups, please follow the below steps.Before starting the work you must take the backup at the current situation.
You should use the AxUtil cmd line tool (is in the Servers AOS bin directory)
0) STOP the AOS and MAKE a BACKUP of the databases
you will get a list of installed models in your database
2) Locate the CU7 models (these models have a version of 6.2.1000.4051) in that list and remember the IDs
................ xx1 SYP Update for Foundation 6.2.1000.4051 xx2 SYP SYP Labels 6.2.1000.4041 xx3 SYP Update for Foundation Upgrade 6.2.1000.4051 ................
!! you have 2 or 3 (depends on the installtion of the upgrade model)
3) Delete these (2 or 3) models from the model database
This blog post will be updated with additional questions. Add your question as a comment to the blog, or send email to adocs@microsoft.com.
Where is the documentation for PO invoicing?
If you’ve searched online for PO invoicing, you probably haven’t found much official documentation about it. That’s because the terminology changed in Microsoft Dynamics AX 2012. References to purchase order invoice were changed to vendor invoice. Search for vendor invoice AX 2012 to find the most up-to-date documentation.
Why are there extra journal entries for Purchase order expenditure, un-invoiced and Purchase expenditure for product when vendor invoices are posted?
Amounts are posted to these posting accounts when the product receipt is posted, and are then backed out when the invoice is posted. For more information, see the following white paper and blog posts:
Why are ledger entries missing after I post vendor invoices? (Hint: They’re not really missing…)
If a subledger journal is posted and the Transfer mode field in the General ledger parameters form is set to Batch or Asynchronous, the ledger entries might not be posted immediately after you click the Post button. For more information, see the following resources:
General ledger parameters (form)— Synchronous, Asynchronous, and Scheduled batch are the options for the transfer mode. The Asynchronous option transfers when there are resources available. The Scheduled option transfers on a periodic basis, such as daily.
Vendor invoice (form)— When you click the Post button, the source document line might not be posted immediately if batch or asynchronous posting is set up.
How does invoice matching work in the Vendor invoices form?
After invoice matching is set up, invoices are automatically matched when you enter or edit them in the Vendor invoices form. Invoice matching discrepancies are shown in the Invoice matching details form. For information about how to set up invoice matching, see the following topics on TechNet.
The Financial I training manual explains invoice matching in “Chapter 10: Accounts Payable Daily Procedures.”
Can I use invoice matching with service items and category-based items, as well as stocked items?
You can set up two-way and three-way invoice matching for categories in the Category policy rule form. You might do this if you want to match the expected quantities and costs for services or other items that are not stocked.
1. Click Procurement and sourcing> Setup> Policies> Purchasing policy.
2. On the Action Pane, click Policy to create a new policy.
3. Enter a name and select an organization node.
4. On the Policy rules FastTab, select the Category policy rule type, and then click Create policy rule.
5. In the Category policy rule form, click Add.
6. Select a category, and then select a matching policy in the Category matching policy field. Select from the following options:
Company policy
Three-way matching
Two-way matching
Not required
What do I do if I get a message about pending invoices not being displayed?
Sometimes, an invoice might end up in a state where it has unsaved changes and you can’t edit it. If this happens, you’ll get the following message when you try to open the Vendor invoice form:
A pending invoice cannot be displayed because it is in use. If nobody else is working with the invoice, you can delete the unconfirmed changes to the invoice, and then you can modify the invoice. Use the Invoice history and matching details form or the Approval journal history and matching details form to delete the unconfirmed changes.
A pending invoice might be “in use” for one of three reasons:
Microsoft Dynamics AX stopped responding while you were working with the invoice. This is the most common reason for this message.
You already have the invoice open in another instance of the Vendor invoice form.
The invoice is in a batch that is waiting to be posted.
If the application stopped responding, you can delete the unsaved changes, and then modify the invoice. If you saved an earlier version of the invoice, you won’t have to start over. You will only have to enter the changes that haven’t been saved.
To delete the unsaved changes from a pending invoice, use the Invoice history and matching details form or the Approval journal history and matching details form.
Invoice history and matching details form
1. Click Accounts payable> Inquiries> History> Invoice history and matching details.
2. Select the purchase order, and then click Invoice.
3. In the Invoice journal form, select the invoice that has unsaved changes.
4. Click File> Delete Record.
Approval journal history and matching details form
1. Click Accounts payable> Inquiries> History> Approval journal history and matching details.
2. Select the purchase order, and then click Invoice.
3. In the Invoice journal form, select the invoice that has unsaved changes.
4. Click File> Delete Record.
Recover pending invoices that have unsaved changes
Beginning with Cumulative update 6 (CU6) for Microsoft Dynamics AX 2012 R2, this message is replaced with a form that lets you delete pending invoices that have unsaved changes, so that you can continue to work with the invoice. For more information about CU6, see https://mbs2.microsoft.com/Knowledgebase/KBDisplay.aspx?scid=kb%3ben-us%3b2850972.
How do I decide whether to use products or category hierarchies for procurement?
You can use categories, products, or both for procurement. To decide what to use, consider whether the product is for internal use or for resale; if you need hierarchical reporting for procurement and sales, retail, commodity codes, or derived financial hierarchies; whether the products will be used in manufacturing, and inventory reporting requirements. You should also be aware of differences in how categories and products are processed on purchase order lines and sales order lines, and how they work with two-way and three-way matching policies. For a detailed list of considerations, see http://technet.microsoft.com/en-us/library/hh209418.aspx.
How do I create an invoice from posted product receipts?
The process depends on which version of Microsoft Dynamics AX you are using.
Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack: The Add another product receipt and Retrieve product receipts controls are available in the Vendor invoice form. For more information about creating an invoice from posted product receipts in these versions, follow the instructions in the "Enter and match vendor invoices to product receipts" section of Key tasks: Vendor invoices.
Microsoft Dynamics AX 2012 R2: In this release, the Add another product receipt and Retrieve product receipts controls were removed from the Vendor invoice form. To create an invoice that is based on posted product receipts in this version, follow these steps:
2. On the Action Pane, click From product receipts.
3. In the Select product receipt form, select the Include check box for each product receipt that you want to include on the invoice.
4. Click OK to create the invoice.
Where are the "Add another product receipt" and "Retrieve product receipts" buttons in Microsoft Dynamics AX 2012 R2?
In this release, the Add another product receipt and Retrieve product receipts controls were removed from the Vendor invoice form. Instead, you can create an invoice from posted product receipts by using the From product receipts button. For more information, see How do I create an invoice from posted product receipts?.
How do I post an invoice from the pending vendor invoice list page that originated from the invoice pool?
The process depends on which version of Microsoft Dynamics AX you are using.
Microsoft Dynamics AX 2012 R3: In this release, you can post, print or edit the invoice from the Pending vendor invoices list page.
On Action pane, in the Actions group, click Post > Post to post the vendor invoice.
Additionally, starting in Microsoft Dynamics AX 2012 R3, vendor invoice workflows will integrate with the vendor invoices listed on the Pending vendor invoices list page. For more information about setting up vendor invoice workflows, see Set up vendor invoice workflows.
Microsoft Dynamics AX 2012 R2 and earlier: In earlier releases, vendor invoices that were created in the Invoice register journal can be posted using the invoice pool form or the invoice approval journal.
To post vendor invoices using the Invoice pool form:
Click Accounts payable> Inquires> Invoice Pool.
Select the invoice.
Click Functions> Purchase order, and then click OK.
To post vendor invoices using the Invoice approval journal:
Click Find vouchers. In the Find vouchers form, select a voucher in the List of vouchers list, and then click Select.
Click OK to close the Find vouchers form.
On the Overview tab, enter an account.
Click the General tab and verify that the sales tax and currency information is correct.
Click Functions> Purchase order.
Optional: Modify the query in the Query used form, and then click OK. The Vendor invoice form is displayed.
Click Post> Post. The total invoice amount on the invoice that is calculated is compared to the total invoice amount on the registered invoice. If the amounts are equal, the vendor invoices are posted and printed. If the amounts are not equal, an error message is displayed.
Still having trouble?
If you encounter a problem when invoicing a purchase order, we recommend that you use Issue Search on Microsoft Dynamics Lifecycle Services to research it. Issue Search is a search engine that you can use to quickly search for KB articles, hotfixes, and workarounds for reported issues in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R2. You can see which reported issues are in the process of being fixed and see notifications when a hotfix is released for a specific functional area in Microsoft Dynamics AX. You can download released hotfixes, see which code objects are affected, and see the code changes introduced by the hotfix. In order to use Issue Search, you must have a CustomerSource or PartnerSource account, and have created a project. For more information, see the Lifecycle Services User Guide.
Don’t see your question here?
This blog post will be updated with additional questions. Leave a question in the comments or send email to adocs@microsoft.com.
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Anonymous questionnaires can be used to collect information from people who are not users in your system. For example, you may want to use questionnaire to gather information from applicants about their recruiting experience. It can also be used to allow employees to answer questionnaires anonymously. This blog post will walk you through setting up an anonymous questionnaire.
1. Optional. To allow people who are not users in your system access to the questionnaire, enable the public Enterprise Portal website for Anonymous access: System administration > Setup > Enterprise Portal > Web sites. Mark the Anonymous access checkbox.
2. Enable Questionnaire to accept anonymous results by going to Home > Setup > Questionnaires > Questionnaire parameters and marking the "Allow anonymous results" checkbox.
3. Create the questionnaire (see blog post Questionnaire 101 for details on how to create a questionnaire).
4. Employees may be allowed to answer a questionnaire anonymously through the private Enterprise portal site. Simply create a Planned answer session marking the Anonymous checkbox. (Home > Common > Questionnaires > Planned answer session)
5. Optional. In some scenarios, you may want to distribute the questionnaire only to people who are external to your system. You can do this through a Questionnaire schedule.
Go to Home > Common > Questionnaires > Questionnaire schedules.
Create a new Questionnaire schedule being sure to select the Anonymous checkbox.
Under Setup, mark the "Use public site only?" checkbox
Select the External URL (from step 1) using the URL lookup
Fill in the E-mail for public site section to have an email with the link automatically sent to the recipient
Create Planned answer sessions manually or use Setup details to generate Planned answer sessions
Change the status of the schedule by clicking Functions > Start
Send the emails inviting people to respond to you questionnaire by clicking Functions > Send e-mail
Check out our related blog posts, the Questionnaire documentation on TechNet here: http://technet.microsoft.com/en-us/library/aa569899.aspx or leave us a comment to let us know what you would like to see covered in this blog.
One of the most requested features for AX2012 was Positive Pay. Positive Pay was introduced in Dynamics AX2012 CU6 and helps reduce a company’s exposure to unauthorized checks. When Positive Pay is setup properly, it will generate a file that lists all checks that have been printed and can be transmitted to your bank. In turn, the bank will verify that any check that is presented for payment is validated against their file list.
***This functionality has already been set up in the AX 2012 R3 Solution Demo Data VM. Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
Business case example:
Contoso Company issues a batch of checks. After the checks are printed, Contoso Company generates a positive pay file that includes the check numbers, amounts, and other information. The file is then transmitted to their bank. The bank will then import the list into their system.
As checks are presented to the bank for payment, the bank will match each check presented against Contoso’s transmitted lists. If the presented checks' numbers and amounts appear on the submitted list, the check is sent through for payment. If both items do not match, the check is not cleared.
AX2012 Setup
Create Windows folder structure
In Windows explorer, create folder structure where you want to store the style sheet and generated output files. In this example, we have the style sheet copied to the C:\AX\PosPay\XSLT, and created the location of where the file will be created as C:\PosPay\Out.
After checks have been posted for bank accounts, the positive pay file can be generated.
Go to: Cash and bank management > Periodic > Positive pay file
On this form, you can choose the format that you want to generate a positive pay file for.
You can also choose to generate for all Legal entities and all bank accounts assigned to that format, or filter the selection by a Legal entity and\or a bank account.
Set the cutoff date for the last check date to include in the positive pay file. All checks that haven’t been included in a positive pay file through this check date are included in the file.
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Microsoft Dynamics AX 2012 R3 demo data for India Localizations. This does not include all of the demo scripts or the data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
KEY DEMO SCENARIOS AND ASSOCIATED DATA ELEMENTS
Accounting code for payment of Service tax
Customer return after specified period
Exclude taxes and charges for calculation of TDS
Service Tax Reverse Charge
TCS on jewelry and Bullion
TDS threshold for concessional certificate
Sales tax payment (reimagine)
Retail sales with Central Sales Tax
Retail sales with VAT on MRP basis
Retail customer order with VAT on MRP
Retail customer order with service tax on shipping charge
Stock transfer through Replenishment process
Financial statement_Schedule VI
SCENARIO: Accounting code for payment of Service tax
In this scenario, the setoff rules has been defined between Excise tax recoverable and Service tax payable (Service codes with accounting codes). The purchase transaction is posted with Excise tax recoverable entries. The Sales transactions are posted with Service tax payable entries, associated with Service code and Accounting code.
The Sales tax payment periodic process automatically settles the Excise recoverable with Service tax payable as per the Tax setoff rules. Also generates the liability in the Service tax authority account, for the balance service tax payable amount.
Feature Area
Feature
Company
Data Element
Information
SCM
Service tax
INMF
General ledger settings
Service code
Accounting code
Advertising
00440013
Cargo
00440189
Profession
00440480
Transport
00440262
SCENARIO: Customer return after specified period
In this scenario, the customer returns the order due to the defects in the item. The returned items are received through arrival process and since the item was not received within the specified return period, the calculated Value Added Tax gets posted to the expense account.
SCENARIO: Exclude taxes and charges for calculation of TDS
In this scenario, the setup to excuse the service tax in the calculation of TDS has been defined in the Withholding tax group form.The purchase transaction is created with Service tax, TDS and charges. Based on the setup defined in the Withholding tax group, the TDS gets calculated excluding the service tax and charges. And generates the financial entries appropriately.
SCENARIO: Service Tax Reverse Charge
In this scenario, the Service tax reverse charge setup is defined at the Item sales tax group form. Purchase transaction is created associating Service tax group with reverse charge. The system calculates the Service tax on the transaction and generates the service tax payable and recoverable entries appropriately, as per the Reverse charge percentage defined in the Item sales tax group. Also purchase transaction is created associating with Service tax reverse charge group and service category ‘Others’. The systems calculates the service tax on the transaction and generates the Service tax expense and payable entries appropriately. The Sales tax payment periodic process automatically settles the Service tax recoverable with Service tax payable and generates the liability in the Service tax authority account, for the balance service tax payable amount.
Feature Area
Feature
Company
Data Element
Information
SCM
Service tax
INMF
General ledger settings
Item sales tax group - ST-KA_2
SCENARIO: TCS on jewelry and Bullion
In this scenario, the sales cash transactions has been created for Jewelry and Bullion. TCS gets calculated and posted in consideration of the threshold limit defined for Jewelry and Bullion in the Withholding tax component form. Through withholding tax payment periodic process TCS settlement has been executed and the liability gets created in the TCS authority account. Also the Authority settlement, TCS statement and certificate has been generated.
Feature Area
Feature
Company
Data Element
Information
SCM
Tax Collected at Source
INMF
General ledger settings
Withholding tax components:
Bullion
Jewellery
SCENARIO: TDS threshold for concessional certificate
In this scenario, TDS threshold definition has been defined for per transaction and cumulative transaction level with different threshold amount and the concessional rates. The Purchase transactions with different transaction amount has been created with TDS group associated the Threshold definition. The TDS is calculated as per the threshold definition for each transaction and has generated the financial entries appropriately.
Feature Area
Feature
Company
Data Element
Information
SCM
Tax Collected at Source
INMF
General ledger settings
Threshold definition - Contract
SCENARIO: Sales tax payment (reimagine)
In this scenario, the Tax setoff rule between Excise tax recoverable and Service tax payable (Service codes with accounting codes), has been created through Sales tax hierarchy structure. The purchase transaction is posted with Excise tax recoverable entries. The Sales transactions are posted with Service tax payable entries, associated with Service code and Accounting code. The Sales tax payment periodic process automatically settles the Excise recoverable with Service tax payable as per the Tax setoff rules defined in the Sales tax hierarchy. Also generates the liability in the Service tax authority account, for the balance service tax payable amount
Feature Area
Feature
Company
Data Element
Information
SCM
India tax
INMF
General ledger settings
Sales tax hierarchy – Tax setoff hierarchy
SCENARIO: Retail sales with Central Sales Tax
In this scenario, the retail sales transaction with Central sales tax has been created and validated at E-POS. Through the Day end and Statement posting process, the Sales invoice gets listed in the Sales Order form with posted financial entries appropriately.
SCENARIO: Retail sales with VAT on MRP basis
In this scenario, the retail sales transaction with VAT on MRP basis has been created and validated at E-POS. Through the Day end and Statement posting process, the Sales invoice gets listed in the Sales Order form with posted financial entries appropriately.
SCENARIO: Retail customer order with VAT on MRP
In this scenario, the retail customer order with VAT on MRP basis has been created and validated at E-POS. The order is processed and delivered at the E-POS, based on the delivery terms. On posting the Invoice at the headquarter, the tax entries gets posted to the respective financial accounts.
SCENARIO: Retail customer order with service tax on shipping charge
In this scenario, the retail customer order with shipping charges associated with Service tax group has been created and validated at the E-POS. The order is processed and delivered at the E-POS, based on the delivery terms. On posting the Invoice at the headquarter, the tax entries gets posted to the respective financial accounts.
SCENARIO: Stock transfer through Replenishment process
In this scenario, the Stock transfer is created and validated through Cross docking process. On posting the shipment and receive transactions, the inventory transactions gets generated and stock gets updated in the respective warehouses.
Feature Area
Feature
Company
Data Element
Information
Retail
Customers
INMF
Accounts receivables settings
Retail Customer - INMF-000007
Retail
Retail
INMF
Retail settings
Retail Channel: Delhi store
POS registers : DELHI-1, DELHI-2, DELHI-3
Data channel group: India data group
Screen layout: IN-CSH-ST, IN-MGR-ST
Device: DELHI-1, DELHI-2, DELHI-3
Number sequence:
DL_001 - Retail_DL_Statement No
DL_002 - Retail-DL-Statement voucher
SCENARIO: Financial statement Schedule VI
In this scenario, the setup required for the Financial statement as per the Schedule VI has been created and validated. The user can select the created row definitions and financial statement columns to print the Balance sheet as per the Schedule VI.
This blog is brought to you by the Microsoft field team to describes details of data elements that were added in Microsoft Dynamics AX 2012 R3 Solution Demo VM to highlight capabilities in Dynamics AX 2012 R3 (i.e. use 888999 in the Enterprise Search). This blog does not relate all the demo scenarios and details of the associated data elements that have been added to the Solution Demo VM. The focus of this blog is only on newly added 'field polishing' data elements and scenarios to enable out-of-the box pre-sales demonstration, around five primary areas: Overview demo, Technology demo, Accounting, Manufacturing and Human Resource Management.
Overview of what's new in the solution demo package and list of all related blogs can be viewed here.You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
What’s new for the Overview Demo?
What’s new for the Technology Overview Demo?
What’s new for the Accounting Demo?
What’s new for the HRM Demo?
What’s new for the Manufacturing Demo?
What’s new for the Overview Demo?
Key Demo Scenarios and Associated Data Elements
Navigation & Role Centers
Self-service Business Intelligence
Productivity Tools
SCENARIO: Overview demo
The standard overview demo for pre-sales demonstration has four sections, the three sections stated above and a comprehensive proof scenario that brings together the entire Microsoft Solution to satisfy business needs with all the tools that Microsoft brings to a business. Most of the overview demo “polishing” was cosmetic and focused on configuring the environment so we can easily demonstrate the Microsoft platform interoperability. The description of data elements will be arranged around a common way to perform an overview demo. These vignettes are described below.
Setup elements are defined below, but we also have a video that describes the setup components (Video: Overview Setup Part – I) and the Self-Service BI and Productivity features illustrated (Video: Setup Part II) - in the upcoming Demo Videos section in PartnerSource
Vignette #1 - Outstanding AR
This scenario starts with Arnie, the Collection Manager, beginning his day on his Dynamics AX Role Center. He analyzes his PowerView Outstanding AR report on his role center. Filtering the over 180 day and poorly rated credit rated customers, leads him to investigate Contoso Retail New York on the Collections page. When reviewing their detail, he notices that Ken has an upcoming appointment with them and Arnie opens the appt. and contacts Ken via Lync to warns him of the arrears issue. From the Collections form, he can also launch an Outlook email with an attached Excel AR Statement. This illustrates how Arnie can use PowerView, AX, Lync, Outlook and Excel in his daily process to manage AR. See video : OutstandingReceivablesAnalysisDemo in PartnerSource (upcoming)
Vignette #2 – New Income Statement
Sara checks her email and sees that SharePoint has sent a notification that the latest Income Statement has been published for her review. She launches the Management Reporter web viewer from the email link and notices a large variance due to an un-budgeted Administrative expense. She drills-down within the report but wants to drill into the original Dynamics AX Transaction – in this case a Purchase Order. She can add a comment to a line in the Statement. In this vignette, Sara uses Outlook, SharePoint, Management Reporter and Dynamics AX to manage her day to day needs. See video : ManagementReporterScenario in PartnerSource (upcoming).
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
Overview
Navigation
USMF
Sara
Key persona. All security, BI and workflow and platform integration – Lync, Outlook, SQL, SharePoint
Overview
Setup
USMF
Batch Jobs
3 batch jobs can be activated to facilitate Workflow and Alerts.
Workflow message processing, Change Based Alerts and E-mail distributor batches can be activated by Functions/Change Status/Waiting
Note: these batch jobs consume resources on the server and should only be in Waiting status when you are actively requiring the respective process; switch back to Withhold when you’ve finished the respective portion of the demo.
Overview
Setup
USMF
Remote Desktop icon – Ken
Launch to load Ken’s Lync before loading Sara’s Role page. This will activate the Presence icon on Financial KPI’s. Can also use RDC to launch Arnie, or Other Users.
Overview
Setup
USMF
Logo Directory
Logo Library on Enterprise Portal for Prospect’s logo.
Overview
Role center
USMF
Inga, Tony, Kevin
Role Centers are presentable for illustrating different roles
Overview
Role center
USMF
KPI Links
EBIDTA and Outstanding AR links to web (Finance SharePoint site) and client forms (Collections List page)
Overview
Role center
USMF
Cues
Sara's Daily Activity Cues to launch into demo for SP collaboration site integration and Excel Inter-op demos
Overview
Role center
USMF
Personalize
Released Items Load Configurations for Engineer and Simple to show Intellimorph results. DO NOT re-arrange Action Panes without a good Checkpoint. Known bug 1042655 will make form inaccessible. Test before showing.
Overview
Role center
USMF
Customer & Vendor Portals
Benjamin is Customer – Forest Whls
ErinH is Vendor – Fabrikam Suppliers
Overview
Self Service BI
USMF
Excel Integration
Database logging on Customer Group field. Enables Excel bi-directional demo on CustTable\Customer Group field. Database log will record change. Also 5/2/2014 03:58 entry documents an Electronic Signature tnx
Overview
Self Service BI
USMF
Excel load GL Transactions
GJTrxTemplate.xlsx Excel file added to C:\Demofiles\Accounting\. Launch from the Excel Jump List on Sara’s Taskbar (right-click Excel icon).
Note: Do NotSave workbook after publishing to AX or you will need to re-create template.
Overview
Self Service BI
USMF
SSRS Data Source
Added DynamicsAXSSAS data source to DynamicsAX SSRS Report Library. Report Builder Map Wizard Sales by State demo use DynamicsAXSSAS data source.
Overview
Self Service BI
USMF
Data Connection
Sara has Excel Existing SSAS Connection for all 19 Initial partition Cubes
Overview
Self Service BI
USMF
SP Collaboration Workspace
From High Visibility projects Cue Project 00057 Shrike Retail has an attached Collaboration workspace. A new one can be added to project 00059
Overview
Productivity
USMF
Employee Self Service Portal
Zones-test catalog link (punch-out) in the “Office machines and their supplies and accessories” catalog under the “External Websites” tab. Enables Purchase Requisition demo via ESS\Order Products.
Expense Management credit card transactions also available. Limited number of transactions so use checkpoints to reset demo or reload Sara&ConnieSampleCC.xml file under C:\Demofiles\Credit card import directory .
Overview
Productivity
USMF
Electronic Signature
Credit Limit change Sara Password = pass@word1. Reminder, you’ll need to close and re-open Sara Client after activating this e-Signature
Overview
Productivity
USMF
Enterprise Search
Sales Order 000753 has Customer Requisition = 888999 in the SO Header and an attached PO that will both be picked-up in the Search.
Overview
Productivity
USMF
Task Recorder & LCS
Set the scenario on APQC Task 4.4.1.2 to document the creation of a new Customer record, which can simply be related to same task on LCS Business Process Modelling. No XML Build package configured.
Overview
Proof
USMF
Outlook, MR & AX; Outstanding AR
Sample scenarios described above
Document Handling
Document Types
USMF
SPDocLibrary (File Attachment)
OfficeTmpl (Template Library)
Setup “SPDocLibrary” Document Type in Document Handling to showcase SharePoint stored attachments.
Enables Office Document Templates for Quotations and Projects.
Office Inter-op
Generate from Template
USMF
Document Data Sources:
ProjTable Query Reference
SalesQuotationTable Query Reference
Enables Office Document Templates for Quotations and Projects.
SharePoint
TemplateLibrary
USMF
Office Templates:
Project Charter Template
Quote Worksheet
Standard Quote Template
Enables Office Document Templates for Quotations and Projects.
What’s new for the Technology Overview Demo?
The Technology Overview demo is an early-stage demo for IT and Business Users to highlight our agility and pervasive interoperability. Preferably, this is done prior to the Day in the Life (process flow, detailed) demo and typically highlights the following sections.
The changes for User Experience, Reporting, and LCS are detailed above in the Overview demo section. The key areas where we enhanced the demo data on this VM for the Tech demo are in the following areas.
Key Demo Scenarios and Associated Data Elements
Development
Integration
Productivity
Security
SCENARIO: Flexible Development
One of our primary competitive differentiators is our ability to change the software to fit changing business needs, so we present the Model-driven, layered architecture and do three to four primary demo vignettes.
Intellimorph – Hiding, moving, changing form layouts. Data change outlined above has pre-configured Released product forms outlined in the Personalize Data Elements above.
AOT – Add a button to the Action Pane of a form. See video
Add a field to the existing CustTable – no changes needed
Add a new Table, Form, web Service – no changes needed
SCENARIO: Numerous Integration options
Most companies will need to integrate Dynamics AX with other systems. After the presentation and discussion of options, we have a demo of an XML Load of a Sales Order. The directory structure and XML file has been configured, so that you just need to Change status on the AIF Process Batch job to waiting and a new Sales order will be created. We also have configured an outbound Invoice to be sent electronically
SCENARIO: Security & Productivity
Security configuration and capabilities are very flexible in Dynamics AX 2012. We have enabled the Budget Control Organizational Hierarchy to be used as a Security purpose in AX, so you can assign security roles across legal entities via organization hierarchies. A rule has been added for Segregation of Duties, which will be invoked when adding the AR Payments Clerk to Arnie. Several workflows were added to illustrate spending limit policies and headless workflows. These were added for illustrative purposes and have not been activated. The Spending limit workflow requires testing/debugging and the AP workflow is not functional, but helps to tell the story of Automated Tasks. See video : Technology Overview in PartnerSource (upcoming Demo Videos for Microsoft Dynamics AX 2012 R3 section).
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
Tech
Development
USMF
Add a Button
Sales Quotation List page has the “Generate from Template” button added to the Quotations/Attachment section of the Action pane (AOT/SalesQuotationListPage Form). A similar object was added to ProjProjectsListPage & ProjTable
Tech
Development
USMF
Visual Studio
Sara Windows Taskbar VS shortcut configured to launch with AX AOT (Application Explorer) on the left
Tech
Integration
USMF
XML file and Inbound Service
Create Sales Order service (AIF in-bound port using file adapter) added.
Use “AIF Processing” Batch Job
Tech
Integration
USMF
Outbound Service
Send Invoices Electronically service created to generate Invoice to XML
Tech
Security
All
John Emory (JOHN)
John’s Accounting Mgr and Collection Mgr Security roles are configured for multiple/different companies; his Budget Mgr security is controlled by Organization hierarchy – Budget Control
Tech
Security
USMF
Arnie Mondloch (ARNIE)
Segregation of Duties rule has been generated. Assign the AR Payments Clerk to Arnie, and the SoD rule will be enforced.
Tech
Productivity
USMF
Procurement & AP Workflows
Created a PR Lines workflow to be assigned based on Spending limit table (Id 000141). Spending Limit table has been configured and added to Sara’s Favorites. Not activated – for illustrative purposes only
Tech
Productivity
USMF
AP Workflow
Created a Vendor Invoice workflow to illustrate a “headless” workflow. Not activated – for illustrative purposes only
Tech
Custom App
N/A
InfoPath SO entry
In the C:\Demofiles\Technology folder. SalesOrder InfoPath Form– This is a front end to creating a properly formatted XML document that can be imported via the AIF (C:AIF\IN) to showcase integration using the files transport adapter.
Tech
Custom App
N/A
Create Serial Numbers
In the C:\Demofiles\Technology folder. This is to show a .NET Application which highlights integration to Dynamics AX. You import a dev project for the service that the .NET app calls to create new records in the Serial Number Table. Follow the “Setup” instructions
What’s new for the Accounting Demo?
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data.
Key Demo Scenarios and Associated Data Elements
Financial Dimension Structure
Balancing dimension removed from USMF company ledger
Account structure for USMM changed to allow blanks during posting
Advanced rule structure created for accounts 606000 – 606800 to allow for Project dimension to be identified
Opening transactions generated for 2012, 2013 and 2014
Feature Area
Feature
Company
Data Element
Information
GL
Account Structure
USMF
Advanced Rule
An advanced rule has been created for accounts 606000 through 606800 to allow for the project dimension to identified on the transaction
General Ledger
Created General Journal with workflow enabled (Journal Name WFGenJrn)
Added exchange rates for types Average, Budget, Closing and Default
Created Allocation Journals for Utility, HR Benefits and Intercompany Rent
Feature Area
Feature
Company
Data Element
Information
GL
General Journal Workflow
USMF
Workflow
A new General Journal (WFGenJrn) was created with workflow enabled.
Management Reporter
SCENARIO: Drill down from Management Reporter to Microsoft Dynamics AX transaction
In this scenario, users will be able to demonstrate the drill down capabilities of Management Reporter. From Management Reporter, the Income Statement Actual vs Budget should be generated for December 2012. Once the report is generated, the user can drill down on “Other Expenses” to the show the detail by department. By drilling down on the IT Department, the user will now have the ability to drill down to the actual transaction in Microsoft Dynamics AX. From the voucher transaction form in Microsoft Dynamics AX, you can demonstration the ability to drill down to the original document (Purchase Order) and view the Attachments to view more information about the purchase.
Please see Overview vignette #2 for a video presentation of Management Reporter drill down functionality.
Cash and Bank Management
Removed parameters for “letter of credit” to allow for sub-ledger posting
Accounts Payable
Added Cash Discount Terms to vendors
Added Default Accounts to vendors for invoice posting
Created AP Invoice Journal with workflow enabled (Journal Name WFAPInv)
Feature Area
Feature
Company
Data Element
Information
AP
Invoice Journal Workflow
USMF
Workflow
A new Invoice Journal (WFAPInv) was created with workflow enabled.
Accounts Receivable
Added Cash Discount Terms to customer
SCENARIO: Creating recurring free text invoices
In this scenario, users will be able to create recurring free text invoices for customer charges. A free text invoice template has been created for Dues. A customer, Sunflower Wholesale, has been assigned to the Dues free text invoice template. The process to generate a recurring free text invoice can be demonstrated from the periodic activities. See video here: Recurring Invoice in PartnerSource (Demo Videos for Microsoft Dynamics AX 2012 R3 section).
What’s new for the HRM Demo?
Key Demo Scenarios and Associated Data Elements
SCENARIO- Hire to Retire
In this scenario users will be able to view Position Hierarchies with both payroll and HR information on the Jobs and positions. After reviewing the hierarchy a recruitment project will be kicked off where you can demonstrate the ability to communicate with applicants as well as publish information to the web. Upon transferring an applicant into an employee we will now be able to view enhanced attributes on the employees. Information such as employments, earning codes, compensation paid for performance. As we manage the attributes we can also give examples of job/employee skills matching, goal setting with activities and appraisal interviews associated with questionnaires. See video here: Hire to Retire in PartnerSource (Demo Videos for Microsoft Dynamics AX 2012 R3 section).
Feature Area
Feature
Company
Data Element
Information
HRM
Payroll
USMF
Earning Codes
Associate earning codes to Alicia Thornber to show on earning statements
HRM
Recruitment
USMF
ESS
Enabled recruitment projects to display on EP
HRM
Courses
USMF
Questionnaire
Associated questionnaires to courses
HRM
Goals
USMF
Goal
Associated activities to goals
HRM
Compensation
USMF
Paid for Performance
Created paid for performance examples within compensation
HRM
Emailing
USMF
Emailing applicant
Emailing was enabled within the image
HRM
Job Profiles
USMF
Enhanced Job Profiles
Added detail to job descriptions
HRM
Skills Matrix
USMF
Skills on Employee
Added skills to employee profiles so skills matrixes will populate
HRM
Employments
USMF
Employment attribute
Added multiple employments to worker Alicia Thornber (USMF and USSI)
What’s new for the Manufacturing Demo?
In Dynamics AX 2012 R2 and R3, there have been numerous demo scenarios created in various companies to illustrate Lean and Process Manufacturing. However, one must change companies to show several of these capabilities. The intent of the below examples was to have an efficient way to illustrate Mixed-Mode, Multi-Site planning in one compact example, or to have Lean manufacturing examples at one work cell. The intent is not to replace these deeper demo scenarios, but to have a quick, easy place to illustrate this from the USMF company.
Key Demo Scenarios and Associated Data Elements
Mixed Mode, Multi-Site
Discrete, Process and Lean elements in the same product structure - Simple
A more complex example of the above with Batch & Serial traceability
Lean Manufacturing
Fixed and Scheduled Kanbans on the same work cell
SCENARIO: Mixed Mode - Simple
In this scenario, we have a product structure for a discrete item that has some purchased components, a Discrete subassembly, a Lean subassembly, and a Process subassembly that is produced at a different site. Using the Sales Order Explosion, this provides a compact and efficient illustration of a multi-site, mixed mode environment that can be easily demonstrated. After the SO Explosion, all planned orders can be firmed and executed through their Purchase, Batch, Transfer and Production orders. The batch and production orders have been streamlined to use backflushing to minimize transactions.
Feature Area
Feature
Company
Data Element
Information
SCM
Mixed Mode Multi-Site Example
USMF
D0011
Mixed-Mode, Multi-Site Planning Example – Simple
Level
Item #
Description
Site
Purpose
0
D0011
Laser Assembly
1
Discrete production order
1
M0052
Laser
1
Purchased part
1
M0053
Lens
1
Purchased part
1
D0012
Electrical Assembly
1
Discrete production order
2
M0050
PCB Assembly
1
Purchased part
2
M0051
Firmware
1
Service part/non-stock
1
L0050
Power Supply – US
1
Lean kanban (kit)
2
M0055
US Power Cord
1
Purchased part
2
M0056
Power Supply – Universal
1
Purchased part
1
P0011
Plastic Case
3
Multi-site planning & process batch order
2
M0060
Polymer
3
Purchased part
2
M0062
Resin
3
Purchased part
2
M0069
Regrind
3
Co-product
SCM
Mixed Mode Multi-Site Example
USMF
P0011
Formula item built at Site 3; item coverage modified for transfer order generation when demand comes from Site 1. Scalable formula with Co-product = Regrind
SCM
Process Items
USMF
M0060, 62
Chemical Items
SCM
Lean
USMF
L0050
Scheduled Kanban produced at Cell 1285
SCM
Discrete
USMF
M0050, 51,52, 53, 55, 56,
Miscellaneous discrete items
SCM
C0-Product
USMF
P0069
Regrind – Co-Product No Cost allocation % = 0
SCENARIO: Mixed Mode – with Batch & Serial Numbers
In this scenario, we use an almost identical product structure, except the Resin, Composite Case, and Ruggedized Laser are Batch controlled and the top level is also Serial controlled (Batch and Serial). The Resin (M00061) also has Batch Attributes that are entered through an Associated Quality order, and whose Batch Attributes can be reviewed and selected when manually issued to the Batch order for the Composite Case (P0111). Again, all transactions can be executed to build a Batch & Serial trace example, but is transaction intensive. Therefore, we have a full trace example already completed for this structure that can be illustrated without all of the transaction processing. Using the new Item Tracing form in Inventory/inquiries/Trace, one can enter the Item – D0111 and Serial number 000002 and get forward traceability to the SO 000753 or Backward traceability all the way back to M0061. See video : Mixed-Mode Complex Planning (Demo Videos for Microsoft Dynamics AX 2012 R3 section).
Feature Area
Feature
Company
Data Element
Information
SCM
Complex Mixed Mode Multi-Site Example
USMF
D0111
Mixed-Mode, Multi-Site with Batch & Serial and Quality components. Built on the D0011 with the highlighted changes
L
Item #
Description
Site
Purpose
0
D0111
Ruggedized Laser Assembly
1
Discrete Production Order & Batch & Serial Control
.1
M0052
Laser
1
Purchased Part
.1
M0053
Lens
1
Purchased Part
.1
D0012
Electrical Assembly
1
Discrete Production Order
..2
M0050
PCB Assembly
1
Purchased Part
..2
M0051
Firmware
1
Service Part/Non-Stock
.1
L0050
Power Supply – US
1
Lean Kanban (Kit)
..2
M0055
US Power Cord
1
Purchased Part
..2
M0056
Power Supply – Universal
1
Purchased Part
.1
P0111
Composite Case
3
Multi-Site & Process & Batch Controlled
..2
M0061
Catalyst
3
Purchased Part Batch Controlled, Batch Attributes, Quality Order
..2
M0062
Resin Pellets
3
Purchased Part
..2
M0069
Regrind
3
Co-Product
SCM
Mixed Mode Multi-Site Example
USMF
D0111
Batch and Serial Control. Order Trace history on Transaction for SO# 000754. Trace Backward though P0111 to M0061 for full Trace example.
SCM
Batch Assembly
USMF
P0111
Batch Controlled subassembly – Site 3
SCM
Quality Data
USMF
M0061
Batch Attributes, Batch Control and Quality Order (After PO Receipt)
SCM
Batch & Serial Trace example
USMF
D0111
Order Trace history on Transaction for SO# 000754. Trace Backward though on Item D0111, Serial #000002 to M0061 for full Trace example.
SCENARIO: Lean Manufacturing
In this scenario, we created a simple and colorful illustration of Fixed Kanbans on the same work Cell where the above scheduled Kanban is built. The concept for all is a cell where power supplies can be “kitted” for various geographies using a universal power supply and the specific cords for the North American, UK and European markets. Start by scheduling the Kanbans on the Schedule Board for cell 1285. There are unplanned Kanbans ready to be scheduled manually on the board, color coded by geography. There are Transfer kanbans configured at Production Flow = Standard speaker assembly; Activity = Replenish L85 for the power supply and cords. Those items can be moved from their Primary location of Whse 11 to the 1285 work cell (Whse 12 Loc L85). Once the material is at cell 1285, we can build the Kanbans scheduled for today. If the Mixed Mode example is also being demonstrated, these scheduled Kanbans for L0050 will also be displayed. Use the transfer and process boards for the Fixed Kanban Items. See video : Lean-Fixed Kanban in PartnerSource (upcoming Demo Videos for Microsoft Dynamics AX 2012 R3 section).
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Microsoft Dynamics AX 2012 R3 demo data specific to Russia Payroll. This blog does not include all of the demo script details and data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon). Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
Key Demo Scenarios and Associated Data Elements
Handling of child care vacations
Update of timesheets for closed pay periods
Justification of labor expenses as deductions of profit tax
Control on advance holders at dismissal
Implementation of incentive payments
SCENARIO: Handling of child care vacations
In this scenario, RUMF is a legal entity whose workers are reporting temporary incapacity from work due to child care vacations they are taking. A worker’s attributes can be configured using a new parameter defining the special social status allowing for related person to get the prolonged period of payable child care vacation. The child care vacation registration is performed in RUMF by referring to a child an employee takes care of. A child’s attributes can be configured using a new parameter defining a child’s birth sequence number allowing recognizing each of them as either 1st or 2nd or consequent child. The calculation logic configuration elements can be extended by parameters to define the funding source for child care allowance: either the Social Insurance Fund of RF (SIF) or RF Federal budget (BU). RUMF data and settings are prepared as using those new attributes and configuration abilities for child care allowance calculation according to the RF legislative requirements taking into account statutory defined allowance’s limits and payment conditions. The calculation of all necessary child care allowance elements (separated by funding source as well as by kind of child in terms of birth sequence) is completed automatically by Microsoft Dynamics AX as the child care allowance is registered and processed. Presenting child care vacation details statutory required social payments statement form is completed automatically by Microsoft Dynamics AX as to be submitted on quarterly basis to SIF in either printable of electronic format (4-SIF reporting form).
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
HRM
Staff accounting
RUMF
Work incapacity type: Child rearing leave
Setup enabled for child care vacation allowance calculation depending on a worker and his children personal attributes
HRM
Payroll
RUMF
Pay types: 0071 From SIF to 1st child
0085 From BU to 1st child
0087 From SIF to 2nd and consequent child
0088 From BU to 2nd and consequent child
Setup enabled for generation of payroll transactions related to child care allowances
HRM
Staff accounting
RUMF
Worker:
SER
User can register a new worker and children to him to have a possibility to register and process the child care vacation calculation
SCENARIO: Update of timesheets for closed pay periods
In this scenario, RUMF is a legal entity whose workers are reporting temporary incapacity from work due to illness. It can happen at the time when the period of work incapacity has been already closed as the already processed payroll payment period. Such retroactive registration of variances from working schedule automatically creates the storno timesheet lines for such employee reversing time transactions of the closed period. Instead, the reversed transactions are automatically replaced by new time transactions that are related to the registering type of work incapacity (illness, vacation, business trip, etc.). All created time transactions are automatically processed by Microsoft Dynamics AX during the next pay period calculation creating storno and adjusting payroll transactions according to the configuration of payroll procedures and posting profiles.
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
HRM
Staff accounting
RUMF
Work incapacity type: Care of sick
Setup enabled for the temporary work incapacity type related to the care to a sick relative / family member
HRM
Staff accounting
RUMF
Time codes:
Time1 Working time
Time4 Illness
Setup enabled for the registration in timesheets any time that is related to employee’s work and temporary incapacity from work due to illness
HRM
Payroll
RUMF
Pay types: 0001 Base pay (salary)
0040 Sick leave (current)
0041 Sick leave (future)
0042 Sick leave (prior)
Setup enabled for generation of payroll transactions that are related to care of sick relative allowances (for the current, future and prior pay periods) and related to the employee base pay
HRM
Staff accounting
RUMF
Organizational unit:
Quality control department
User can create a new organizational unit (OU) to hire new workers in it and maintain time management process for them creating timesheets by OU registering worker related time transactions
HRM
Staff accounting
RUMF
Worker:
LAV
User can register a new worker and his relatives to have a possibility to register and process the calculation of social allowance related to the care of sick relative
SCENARIO: Justification of labor expenses as deductions of profit tax
In this scenario, RUMF is a legal entity for whose workers all time details are reported in timesheets creating for each organizational unit (OU). Working time details can be proved by the generating for each OU timesheet printable original T-13 form. Those workers are paid according to the reported working time and based on their basic pay that is registered as monthly salary. That base pay amounts are booked as payroll cost that reduces the base of the company profit tax as tax deduction. Periodically, some temporary incapacity from work is reported for workers due to their illness. Instead of base pay, a sick allowance is paid from SIF fund for this period of incapacity that is not booked as payroll cost. Whenever we found counting error in already paid sick allowance, we must do storno adjustment of it and, accordingly, replace illness time by working time in time transactions of OU timesheet, replace this reversing sick payment by basic pay that affects our profit tax base reducing it. As we must prove our adjustments, we can print out now the corrected timesheet form T-13 for the same reporting period presenting our OU timesheet data as including all adjustments.
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
HRM
Staff accounting
RUMF
Work incapacity type: Illness
Setup enabled for the temporary work incapacity type related to the worker’s sickness
HRM
Staff accounting
RUMF
Time codes:
Time1 Working time
Time4 Illness
Setup enabled for the registration in timesheets any time that is related to employee’s work and temporary incapacity from work
HRM
Payroll
RUMF
Pay types: 0001 Base pay (salary)
0040 Sick leave (current)
0041 Sick leave (future)
0042 Sick leave (prior)
Setup enabled for generation of payroll transactions that are related to care of sick relative allowances (for the current, future and prior pay periods) and related to the employee base pay
HRM
Staff accounting
RUMF
Organizational unit:
Team II
User can create a new organizational unit (OU) to hire new workers in it and maintain time management process for them creating timesheets by OU registering worker related time transactions
HRM
Staff accounting
RUMF
Worker:
SHI
User can register a new worker to have a possibility to register and process the calculation of social allowance related to his illness
SCENARIO: Control on advance holders at dismissal
In this scenario, RUMF is a legal entity whose earlier employed workers are sent to business trip as employees receiving money in advance as expenses for business trip purposes. It makes them also advance holders responsible to account for. Whenever HR department user creates a dismissal resolution for such workers verifying its correctness prior to approval and processing, some additional validations for workers playing also an advance holder role are automatically performed by Microsoft Dynamics AX: a user will be notified about the availability of any non-completed petty cash related documents (advance reports) for them as well as about non-zero balance of money he is responsible to account for.
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
HRM
Staff accounting
RUMF
Worker:
FED
User can register a new worker to have a possibility to register a business trip to him as well as to mark him as an advance holder
SCENARIO: Implementation of incentive payments
In this scenario, RUMF is a legal entity whose workers can be eligible to get an incentive pay. HR department user makes the incentive pay resolution registering in it worker specific lines with worker ID and payable amount for all enrolled workers. As this resolution has been approved and processed by HR user, it is re-used by payroll department user who creates workers benefits journal referring in it to the approved and processed incentive pays resolution. This reference allows for payroll department user automatically fulfill this journal based on information from incentive pays resolution lines. As linked to the incentive resolution, this journal can be reversed as soon as the referring resolution will be cancelled. Depending on the period of this action and journal status, generated by this journal’s payroll transactions will be either deleted or storno reversed.
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
HRM
Staff administration
RUMF
Incentive types: 1 Monthly bonus
Setup enabled for generation of incentive resolutions that can be used for automatic payroll transactions generation
HRM
Payroll
RUMF
Pay types: 0006 Incentive pay
Setup enabled for generation of payroll transactions that are related to worker’s incentive pay
HRM
Staff accounting
RUMF
Worker:
BON
BOG
BUT
User can register a new worker to have a possibility to register an incentive resolution with incentive pay for him in it
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data specific to Service Industries. This blog does not include all of the demo script details and data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
Key Demo Scenarios and Associated Data Elements
Intercompany Invoicing
Resource Scheduling
Project contracting and invoicing
Project Work Breakdown Structure
Project Budgeting
Project integration
SCENARIO: Intercompany Invoicing
In this scenario, USSI is a lending legal entity whose resources are reporting time against the borrowing legal entity, FRSI, which owns the contract with the end customer. Hours and expenses reported by the USSI employees can be included in the customer invoice generated by FRSI. In addition, there is a third source of transactions that can originate from the lending company, USSI in our example, through their providing shared vendors services to subs like FRSI and then passing on those costs to projects within FRSI. All matching invoice documents and tax calculations are completed by Microsoft Dynamics AX.
ASSOCIATED DATA ELEMENTS:
Service Industries
Intercompany Invoicing – new Customers
USSI
Contoso Consulting FR; Contoso Consulting GB
Setup enabled for trading relationship with the borrowing company
Service Industries
Intercompany Invoicing - Vendor
FRSI; GBSI
Contoso Consulting USA
Vendor that can be used to establish trading relationship with the lending company
SCENARIO: Resource scheduling
Several enhancements have been made to provide more effective resource scheduling and assignment. These enhancements include the following abilities:
Assign resources using a visual tool
Form a project team by identifying project roles and competencies required for the team
Rationalize team and work breakdown structure assignments
Assign a percentage of a worker’s capacity to a project
Make group resource assignments
Confirm all the soft-booked hours assigned to a project to hard booked hours in one go
SCENARIO: Project Contracting and Invoicing
Filtering options are added to the Project contracts list page, the Project invoice proposals list page, and the Invoices list page
The functionality of the milestone billing rule is updated
Changes are made to the billing rules setup and UI flow
New capabilities are added for making changes to transactions in an invoice proposal
Changes are made to the functionality of customer advances and prepayments
SCENARIO: Project Work Breakdown Structure
Display the work breakdown structure in a hierarchical grid that can be modified:
Less frequently used attributes are contained in a collapsed tab below the hierarchical grid.
Scheduling engine capabilities:
Scheduling engine is aware of the project working calendar.
Effort, number of people, and dates are synchronized with the working calendar.
Estimate lines are automatically generated for tasks to simplify creating forecasts and budgets.
Ability to generate forecasts from the Work breakdown structure form.
Work and cost tracking capabilities:
Effort and cost tracking sheets compare actuals with planned effort and cost.
Ability to express a progress percentage (%) on each completed task as it relates to the project effort and cost.
Ability to override the projections on leaf node tasks and summary tasks.
SCENARIO: Project Budgeting
Budgets can be imported from project forecasts or WBS estimates. Granular forecasts based on activity, worker, and item, and other dimensions can now be grouped by category to create budget lines.
Budget revisions can be imported from forecasts grouped by categories.When forecasts are changed as a part of re-estimation and projection, these forecasts can be imported directly into a project budget as a revision.
Budget consumption can be viewed by category, category group, or cost template line.
SCENARIO: Project Integration
Create projects and project contracts in Microsoft Dynamics AX by using the Microsoft Project client.
Opening AX projects in Microsoft Project.
Replace the work breakdown structure (WBS) of an existing project in Microsoft Dynamics AX with a Microsoft Project plan (MPP file).
Create work breakdown structure templates in the Microsoft Project client for use in Microsoft Dynamics AX.
Staff projects in the Microsoft Project client by using workers from Microsoft Dynamics AX.
Derive financial cost and revenue estimates in Microsoft Dynamics AX by using planned work in the Microsoft Project client.
Integrate with SharePoint Online by creating collaboration workspaces in SharePoint Online and then synchronizing tasks lists in Microsoft Dynamics AX.
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data specific to Warehouse and Transportation Management. This blog does not include all of the demo script details and data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
Key Demo Scenarios and Associated Data Elements
Inbound and outbound warehouse and transportation management
Cluster picking
Replenishment
Integration of warehouse management and production
Integration of QMS and warehouse management
Freight Reconciliation in transportation management
Cycle counting in warehouse management
Inbound and outbound warehouse and transportation management
In this group of scenarios, we have created two new sites in the USMF company:
Site 5 – a production site, producing mini-speakers and speaker drivers (Product ID L0100 and L0101)
Site 6 is a distribution site, simulation a distribution company.
The purpose of these two sites is on Site 5 to showcase the inbound processes and integration of Warehouse management with production, and for Site 6 the more complex warehousing scenarios.
The transportation processes are on both sites, and in the Transfer order flow between the two warehouses
Cluster picking
Cluster picking offers significant levels of optimization. A user can pick multiple orders at a time by interleaving the pick tasks for various orders and sequencing them.
Work orders will be clustered into clusters. Cluster picking functionality ensures the warehouse worker visits every distinct location in the cluster a single time only. They will be instructed to pick out the whole quantity needed for all cartons at that time..
Replenishment
This scenario focuses on the following processes:
Minimum/Maximum replenishment of the picking locations in the warehouse facility, based on replenishment setup of the min/max quantities.
Demand replenishment of the picking locations in the warehouse facility, based on the replenishment setup for real time demand based replenishment of the picking locations.
Integration of warehouse management and production
In conclusion, this demonstration has guided you through a scenario for material staging for Kanban production in Microsoft Dynamics AX 2012 R3. The script takes you through the following:
Planning of Kanbans
Wave and work creation for fixed Kanban production
Using the mobile interface to pick material for kanban production
The difference between material staging and pick to order
Using the Mobile interface with Kanban putaway
.
Integration of warehouse management and QMS
In this scenario the user is guided on how to use the QMS functionality together with the new Warehouse management module. It goes through the complete process from ordering the material, receiving it through the Mobile device interface and moving it to QMS, and when tested moving it back to the set location
Cycle counting in warehouse management
In this scenario the demonstrations guide the user through the cycle counting functions in Microsoft Dynamics AX 2012 R3. As there are different ways to create and execute cycle counting work the following scenarios has been showcased:
Guided cycle counting – Shows
Blind cycle counting
Spot cycle counting
Define cycle count thresholds
Define cycle count plans
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
WMS
General
USMF
Site 5
Site 6
Site 5 is a production site, where the speaker driver and mini-speaker are produced. The finished goods are then transferred to Site 6 from where they are distributed to the final customers
WMS
General
USMF
Warehouses
Site 5 – 51
Site 6 – 61
WMS
Warehouse setup
USMF
Location directives
Wave templates
Work templates
These are needed to enable the warehousing processes and are central concepts in the new Warehouse management module
WMS
Mobile device setup
USMF
Another central concept of the warehouse management module. The mobile device guides the warehouse worker on how the operations in the warehouse are executed
Product information managment
Product definition
USMF
L0100
L0101
M9200
M9201
M9202
M9203
M9204
M products are materials that are purchased in order to be used for production of L0100 (speaker driver) and L0101 (mini-speaker)
TMS
General
USMF
Carriers
The Carrier and service are minimum setup for the Transportation management module. In the demo data set there are several carriers that are enabled for rate shopping
TMS
General
USMF
Rating engines
Associated to a carrier and service – the rating engines are responsible for finding and calculating the rate for the transportation
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data with respect to Japan localizations. This blog does not include all of the demo script details and data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
Key Demo Scenarios and Associated Data Elements
Allocating Fixed Assets Depreciation to Multiple Organization Units
Applying Impairment Accounting to Fixed Assets
Managing Asset Retirement Obligations for Fixed Asset
Managing Fixed Assets by Japanese Depreciation Methods
Managing Government Grants and Reduction Entry for Fixed Asset
Managing Payment Fees
Managing the Assembly and Disassembly Process between Fixed Asset and Inventory
Producing Japanese Tax Declaration Forms
Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
SCENARIO: Allocating Fixed Assets Depreciation to Multiple Organization Units
In this scenario, a certain fixed assets are used by multiple organization units, such as sales and administration. When issuing an income statement by business units, or by segment, the depreciation of a shared asset will also need to be allocated across the departments. This scenario illustrates how to allocate depreciation and amortization of shared assets to multiple organization units.
SCENARIO: Applying Impairment Accounting to Fixed Assets
In this scenario, impairment of fixed assets is conducted in accordance with No. 6 of Japan GAAP, where a 2 step method is used. Step 1 is a recognition test of impairment loss, and step 2 is measurement of the impairment loss. Future cash flow that is not discounted is used as a standard against which the carrying amount (or net book value, NBV) is compared. If this future cash flow is not enough to cover the net book value of the asset, then the impairment measurement is required to recognize the journal amount. In step 2 of measuring the amount, the recoverable amount (which is either the value in use or the market value of the asset, whichever is higher) is subtracted from the net book value of the fixed asset to calculate the impairment amount. After impairment, the recoverable amount will be the new net book value of the fixed asset for future depreciation calculation.
SCENARIO: Managing Asset Retirement Obligations for Fixed Asset
In this scenario, asset retirement obligations (ARO) are applied to the legal obligations associated with the retirement of a tangible long-lived asset. ARO is recognized as a liability and measured at its present value of future obligations in the period it was incurred, such as at acquisition, construction or development. The cost associated with the recognition of the asset retirement obligation is capitalized as part of the related asset’s carrying cost and is depreciated over the expected service life of the asset.
ARO is initially recorded at present value, so the increase in the liability causes accretion expense (similar to interest expense) to be recognized at each period and presented in the income statement. In the case of a substantial adjustment (upward and downward) in the estimated future cash flow, the user needs to calculate the consequent adjustment amount and adjust the book values of the asset retirement obligation and the relevant tangible fixed asset accordingly.
SCENARIO: Managing Fixed Assets by Japanese Depreciation Methods
In this scenario, user will be able to examine the calculation logics of several depreciation methods that specified by Corporate Tax Act in Japan.
Old Straight Line method
Old Declining Balance method
(new) Straight Line method
250% Declining Balance method
200% Declining Balance method
Deferred assets depreciation method
Lump-sum assets depreciation method
Low-value assets depreciation method
SCENARIO: Managing Government Grants and Reduction Entry for Fixed Asset
In this scenario, the government grant amount is capitalized and recognized as income gradually as the investment pays off. The corporate tax is deferred and the effect of grant in subsidizing the business activity is maximized. Such a treatment originates from the Corporate Tax Act in Japan, and is considered appropriate by JASB under certain conditions. Similar treatment is specified by IAS 20 under IFRS.
A government grant can be accounted for either under the direct-off method or the reserve method. Under the direct-off method, the government grant will reduce the acquisition cost of fixed asset and reduce the depreciation amount over useful life of the fixed asset. Under the reserve method, the grant is accounted as a separate account called “Reserve for reduction entry” and is amortized over the useful life of the acquired fixed asset. The grant could be recognized at the same time as acquisition of the fixed asset (synchronized mode) or later than acquisition of the fixed asset (asynchronous mode).
SCENARIO: Managing Payment Fees
In this scenario, the payments are done by bank remittance and the payee (vendor), instead of the payer (user) pays the fee collected by the bank.
SCENARIO: Managing the Assembly and Disassembly Process between Fixed Asset and Inventory
In this scenario, fixed assets and inventory are recorded in different ledger accounts. Because of the different management process between fixed assets and inventory, a unique functionality is needed to transfer between fixed assets and inventory.
SCENARIO: Producing Japanese Tax Declaration Forms
In this scenario, Phyllis produces the depreciable assets reports, Form 26, Form 26 appended table 1, and Form 26 appended table 2; as well as appended forms for Corporate Tax return, Appended table 16(1), 16(2), 16(6), 16(7) and 16(8).
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
Fixed assets
Reduction entry
JPMF
Value model of fixed assets: BUILM-000004, EQUPM-000003, EQUPM-000004,
STRUM-000001,
STRUM-000002
Users can assign reduction entry documents to value model of fixed asset, and run the reduction entry processes including acquisition and depreciations.
The reduction entry documents can be journalized for under direct-off method or reserve method.
Fixed assets
Asset retirement obligations
JPMF
Fixed assets:
EQUPM-000005,
EQUPM-000006,
EQUPM-000007,
EQUPM-000008
Users can create an asset retirement obligation document and enter an estimated expense amount in future and discount rate.
AX will discount the future amount to present value for the acquisition. The process of asset retirement obligation depreciation, accrual of interest are automated as well.
Fixed assets
Impairment accounting
JPMF
Fixed assets:
VEHIM-000003,
TOOLM-000007,
TOOLM-000008
Users can provide impairment indicator for the measurement of impairment amount, on each of the fixed assets.
The new features are capable of calculating impairment amount based on impairment indicators and proposing the amount for posting.
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data for Russia Localizations specific to Retail. This blog does not include all of the demo script details and data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
Key Demo Scenarios and Associated Data Elements
Gift cards
Loyalty
Return restrictions
SCENARIO: Gift cards
In this scenario, Contoso Retail RUS (RURT) uses gift cards in its retail sales. It issues gift cards to its customers and allows the customers to redeem the gift cards in its stores.
When a gift card is issued to a customer and paid for by the customer, a prepayment is registered instead of a payment, which includes the calculation of VAT for prepayment and a prepayment facture is issued. The liability of this prepayment transaction is associated with the default gift card customer account that is set up in the Retail parameters. The gift card sale itself does not affect the transaction revenue.
When a purchase is paid for by a customer using a gift card at the POS, the liability for the items that are paid for by using the gift card is associated with the default gift card customer. The liability is settled against the prepayment transactions that were registered previously for the same gift card. The customer who redeems the gift card may be different from the customer who purchased the gift card.
When a customer returns items that were previously paid for by using a gift card, it is possible to refund money to the same gift card, to a different gift card previously issued, or to a new gift card issued with a zero balance.
SCENARIO: Loyalty
In this scenario, Contoso Retail RUS (RURT) uses loyalty cards in its retail sales. It allows the customers to redeem the loyalty points in its stores, to refund loyalty points for returned items and to receive a replacement loyalty card keeping the loyalty points balance.
Loyalty points redemption is considered as providing discounted goods or services in Russia. This requires specific processing of loyalty transactions on POS (tax calculation, printing fiscal receipt) and in HQ (posting sales, discount and tax).
When you redeem loyalty points, retailer allows inquiring loyalty card balance in Enterprise POS and awards loyalty points for the remaining amount that is paid in cash.
It is a common rule for Russian retailers to refund points proportionally to the price of returned items. Retailer automatically refunds points in a partial return.
When a customer receives a replacement loyalty card, retailer transfers active loyalty points from a blocked loyalty card to an active card.
SCENARIO: Return restrictions
In this scenario, Contoso Retail RUS (RURT) fulfills a customer return according to Russian legislative requirements.
The return during a shift, that is different from the shift in which an item is sold, must be performed through the cash office of the store. The cash office must register a cash disbursement slip for the refund amount.
Refund must be made using the same payment method as the one used for the original transaction. If several payment methods were used in the original transaction, the refund amount for each payment method should not be greater than the paid amount in original transaction.
Some types of goods are non-returnable according to legislation (e.g. medication, jewelry). Return of these items must be prohibited on Enterprise POS.
The sales transactions and return transactions in the same shift can be aggregated - the positive sales quantities and the negative return quantities for items that have identical inventory dimensions.
ASSOCIATED DATA ELEMENTS:
Feature Area
Feature
Company
Data Element
Information
Retail
Retail
RURT
Retail settings
Retail Channel: Moscow store
POS registers : MOSCOW-1
Screen layout: RU-CSH-ENG, RU-MGR-ENG
Sites:
ЦЕНТР Central for stores in RURT
Warehouses:
РЦ-ЦЕНТР RURT Distribution Center
КС-ЦЕНТР RURT Quarantine Warehouse
ТС-ЦЕНТР RURT Transit Warehouse
Москва Moscow inventory location
Workers:
Александр Борисович Кириллов - Store Manager - Russia
Максим Петрович Зубарев - Sales Assotiate - Russia
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data for Brazil localizations.
This blog does not include all of the demo script details and data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
Key Demo Scenarios and Associated Data Elements
Inbound fiscal documents
Creating purchase invoice for industrialization;
Creating purchase invoice for international vendors (Import)
Creating vendor invoice for services
Outbound fiscal documents
Issuing sales invoice for finished goods;
Issuing sales invoice for services;
Registering inventory transfer transactions between fiscal establishments
Fiscal Books
Registering and reversing tax adjustment transactions with ledger integration;
Create and post ICMS tax payments;
Generating SPED Fiscal statement;
Generating GIA-SP and Sintegra tax statement;
Generating SPED ECD statement
SCENARIO: Creating purchase invoice for industrialization
In this scenario, users will be able to create purchase orders to acquire raw material as inventory items. The purchased items need to be received and stocked in the proper warehouse before they can be consumed in a production order. At the same time the items are physically received, the inbound fiscal document will be entered in Microsoft Dynamics AX2012 R3 with all data from the fiscal document that accompanied the transit of the good from the vendor until the receiving door at the company.
SCENARIO: Creating purchase invoice for international vendors (Import)
In this scenario, users will be able to create purchase orders to acquire imported finished goods. The purchased items need to be received and stocked in the proper warehouse before they can be delivered or issued to customers. At the same time the items are physically received, the inbound fiscal document must be generated in Microsoft Dynamics AX2012 R3 with all related information and taxes. The invoice from the foreign invoice is not registered as is, because as per law regulation, the own company must to generate the invoice in accordance with the fiscal requirements.
SCENARIO: Creating purchase invoice for services
In this scenario, users will be able to create purchase orders to acquire services from a vendor located in Sao Paulo state and Sao Paulo city. Other taxes and related information is required as part of city legislation and posted.
SCENARIO: Issuing sales invoice for finished goods
In this scenario, users will be able to create sales orders to sell finished goods that have been produced. When items are shipped, the outbound fiscal document will be issued from Contoso Brazil Company.
SCENARIO: Issuing sales invoice for services
In this scenario, users will be able to create sales order to sell services. When the sales order is posted, the outbound fiscal document is issued from Contoso Brazil Company.
SCENARIO: Registering inventory transfer transactions between fiscal establishments.
In this scenario, users will be able to create a transfer order from the fiscal establishment located in Sao Paulo state to the other one located in Bahia state. Once a transfer order is created, two fiscal documents are created and posted, one shipped from the fiscal establishment located in Sao Paulo (outbound) and the other one is received in the fiscal establishment located in Bahia state (inbound).
SCENARIO: Registering and reversing tax adjustment transactions.
In this scenario, users will be able to create and reverse tax adjustment transactions applicable for ICMS, ICMS-ST and IPI Brazilian taxes. When the transactions are posted automatically updates the ledger and the related tax assessments.
SCENARIO: Create and post tax payments.
In this scenario, users will be able to create and post ICMS tax payment from the related tax assessment created before. The process itself takes the payable amount (debit balance) and generates the liability in the account payable module for the tax authority account.
SCENARIO: Generating SPED Fiscal statement.
In this scenario, users will be able to validate and generate the SPED Fiscal statement from a specified booking period. The user will able to import the text file generated into the government application for validation and transmission.
SCENARIO: Generating GIA-SP and Sintegra statements.
In this scenario, users will be able to generate the GIA for Sao Paulo state and Sintegra statement from a specified booking period. The user will able to import these text files generated into the government state application for validation and transmission.
SCENARIO: Generating SPED ECD statement.
In this scenario, users will be able to validate and generate the SPED ECD statement that include all ledger transactions and others accounting statements as Balance sheet and P&L. The user will able to import the text file generated by Fiscal Books module into the government application for validation and transmission.
Associated Data Elements
Feature Area
Feature
Company
Data Element
Information
Fiscal Books
Tax statements
BRMF
Fiscal organization:
Root: Matriz
FE: SAL-01
FE: SP-01
In order to generate tax statements obligations, the user to define the fiscal organization where the matriz and fiscal establishment are detailed.
Fiscal books
Tax payments
BRMF
Sales tax authorities
The following sales authorities were defined to allow users to pay taxes process to the authority directly or through a vendor account that is associated in his definition.
SEFAZ-SP , used for ICMS and ICMS-ST taxes and fiscal establishment Matriz
SEFAZ-BA, used for ICMS and ICMS-ST taxes and fiscal establishment SAL-01
SEFAZ, used for IPI tax
Fiscal books
Tax adjustment journals
BRMF
Journal names
400
A specific journal name is used to register journals of Tax adjustments transactions
Fiscal books
Brazilian parameters
BRMF
Financial dimension for fiscal establishment:
Filial
A specific financial dimension is used to indicate which dimension represents the fiscal establishment.
General journal and tax adjustment transactions use this configuration to execute the validation of fiscal establishment entry in those type of transactions.
Fiscal establishment must be identified in those transactions since will affect the tax assessment process.
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data related to Public Sector. This blog does not include all of the demo script details and the data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon)
Key Demo Scenarios and Associated Data Elements
Position forecasting
Budget planning
eProcurement Solicitation Management
HR and Payroll data cubes
HR compliance and Payroll regulatory reporting
Creation of a new Dynamic Government courseware for Public sector
Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
SCENARIO: Position forecasting
Multiple enhancements have been made to provide more precise forecasting of position-related costs, for use in budget planning. These enhancements include the following:
Replacement of Budget purpose types with Budget cost elements, which allow more calculation options
Addition of Compensation groups, which can provide a set of default budget cost elements for forecast positions and define the position’s compensation amount
Allow multiple forecast versions of a position, for use in analysis and comparing what-if scenarios in budget planning
More robust calculations on the forecast position, including the factoring of budget amounts by the full-time equivalent (FTE) value and the effective dates of the cost element.
Assigning a Budget planning process and Budget plan scenario to the forecast position, enforcing a link from the budget plan to the source forecast position
SCENARIO: Budget planning
The following enhancements were made:
Added a template wizard to facilitate development of Microsoft Excel worksheet templates
Added support for the use of ledger allocation rules to allocate budget plan lines
Ability to set workflows so they cannot be accidentally deleted or reset
Ability to define workflows to require a parent budget plan
Support budget planning user groups (XDS policies) for budget planning. You can also specify the number of associated budget plan lines to include when budget plans are exported to Microsoft Excel
View budget plan worksheets and justification documents from the Budget plan page in the Enterprise Portal
Ability to modify the financial dimensions on new budget plan lines when copied from another budget plan
SCENARIO: eProcurement Solicitation Management
In this scenario, we walk through the enhanced request for quotation (RFQ) management and evaluation process. This process allows you to:
Set up requests for quotation to include scoring criteria, allow alternate lines on bids, attach qualifying questionnaires, and use sealed-bid functionality.
Invite vendors to bid on a request for quotation.
Publish RFQs to the Vendor portal in Enterprise Portal for Microsoft Dynamics AX, to allow vendors to bid even if they were not specifically invited to bid.
Review how Vendor portal enhancements provide vendors with more opportunities to bid and to view bid results.
As a vendor, bid on RFQs, including those that you have not been specifically invited to bid on.
As a vendor, suggest alternate items on a bid, qualify for the bid by answering questionnaires, provide comments on a bid, submit a bid, and recall a bid.
Unseal bids that use sealed-bid functionality.
Score bids based on user-defined scoring criteria.
Evaluate and rank bids, and award to a vendor.
SCENARIO: Human resource and Payroll cubes
New data cubes have been created for Human resource and Payroll information, and analysis can be done using the Powerview tool.
The Human Resource cube can be used to analyze information such as:
Worker demographic information
Headcount, tenure and turnover
Skills, competency and training
Recruitment projects, applicants and applicants
Worker position assignments
The Payroll cube can be used to analyze information such as:
Pay and earnings
Taxes and benefits
PTO and benefit accrual
SCENARIO: Human resource regulatory and Payroll compliance reports
New reports have been created under Human resource and Payroll to assist in the preparation of regulatory reporting.
The Human resource preparation reports include:
New hire
EEO reports - EEO-1, EEO-4 (State and local government), and EEO-5 (Elementary and secondary schools)
The Payroll preparation reports include the following tax reports:
Form 940
Form 941
State quarterly wage & tax
Creation of a new Dynamic Government courseware for Public sector
Creation of new Public sector courseware for Microsoft Dynamics Government, which reviews functionality, and walks through an end to end scenario for a capital improvement project.
