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)
- OSHA reporting - OSHA 300 log, OSHA 300A, and OSHA 301
- VETS reporting
- 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.
This can be accessed at: Microsoft Dynamics Government