Most of the times when you refer case management; people refer to customer service like addressing any issues, concerns etc. Out of the many features introduced in AX 2012, Case Management is one of the unique features that can be leveraged in many modules in AX.
Rohan Wilson Lobo
With 13 years of experience in ERP, specialising in AX functionality across versions , Solution designing ,Project Management and delivery.
Rohan also has special interests in reading about new business processes and features along with understanding their viability. He also enjoys spreading this message across through his blogs.
Commissions in AX2012 have been the Part of distribution and trade, commission is calculated for the sales person at every Sales order level based on the percentage of revenue or contribution Margin.
You need to do the following setups for commissions to calculate.
People always wonder what is a ledger settlement, why is this useful, how does one know if the ledger has been settled or not, what happens if the ledger is settled? I'd like to share what I have worked on, with respect to this functionality.
A brand new feature in AX 2012R2; this functionality is used to achieve data isolation across businesses. In AX2012 there are several data articles that are shared between legal entities like -the party, products, locations, exchange rates, Chart of accounts etc. along with certain processes like Procurement and Centralised Payments.
Financial Consolidation is one of most important part of any group reporting. Consolidation refers to the aggregation of financial statements of a group company as consolidated financial statements. Because consolidated financial statements present an aggregated look at the financial position of a parent and its subsidiaries, they enable you to gauge the overall health of an entire group of companies as opposed to one company's standalone position.
In general,from what I have understood so far - first principle is listen to the stakeholders of the target process, and understand their pain points. Don't assume every problem is a nail requiring a hammer to resolve, we need to understand and document the gaps between the process current state and the desired future state. Then, once we deeply and thoroughly understand the process and have mapped it in detail, the next step would be mapping the future state process and closing the identified gaps as well as eliminating wasteful activities and processes steps wherever possible. Often this means leveraging available technology solutions, in this case the capabilities of Microsoft Dynamics AX or an ISV solution, to close process gaps or replace non-value-add process steps with an automated technology solution.
AX2012 R2- Moving Average.
After a long wait we have the moving average introduced in AX2012. The Moving average is based on the average Principal, the cost of Inventory issues do not change even if the purchase cost does and the difference is capitalised and the amount that remains is expensed.
In earlier version, all upgrade tasks were performed on a single production system and during that time, the system was offline for regular users
In AX 2012, the business data is pre-processed on to a source system which is the system that runs Microsoft Dynamics AX 2009, while that system is live.
While data on the source system is pre-processed, A separate, offline target system can be built, which is the system that runs Microsoft Dynamics AX 2012.
So the above upgrade model is known as Source-to-Target upgrade model.
With the process industry solution for AX the concept of Catch weight was introduced in AX.
The CW functionality was designed to deal with liquid inventory such as paint production where someone needs to track how many drums of an Item they have in stock but at the same time want visibility for example by litres.
Normally in businesses, pallets keep moving across multiple entities and hence it is not advisable to keep track of pallet movement beyond one warehouse. AX can track each movement of a pallet within a specific warehouse and every time it is transferred to another warehouse, its best to generate a new pallet ID and register that pallet in the receiving warehouse.
Below I have included Microsoft's own positioning of the Dynamics ERP products. Generally, it's difficult to gain an unbiased answer from a Dynamics Partners as they are expressing their own interests based on their line of Dynamics Business.
There are several changes done in AX 2012, one of main conceptual change is the introduction of global and entity level change.
With this we can have the centralised COA, Items, employees and currencies this is very useful as it will have less scope for duplication, we can quickly create unlimited form-based financial dimensions that can be shared across legal entities for a complete business view, audit trail transparency, and detailed analyses.
Take an example, for 10 items shipped in a Transfer Order you have received only 8. You can do the following to close the transfer order.
In the Setup tab, of the transfer order, you can place a % for Under delivery, in order to consider the order as completed.
When the encumbrance process is enabled, we can create purchase order encumbrances that are recorded in the general ledger when a purchase order is confirmed.
Encumbered amounts on a purchase order are relieved when a vendor invoice is confirmed to spend all or part of the encumbered amount. Relieved amounts are subtracted from the amount of the purchase order encumbrance.
Consolidation is simply gathering transactions from several company accounts into a single set of company accounts (Consolidation). We can't post daily transaction in consolidation company.
To perform a Consolidation process,
- First,we need to create a New Legal Entity for consolidation
- tick the "Use for Financial Consolidation Process" in General Tab
- set up the consolidation company as set by subsidiary company. Like chart of accounts,currency, exchange rate
Marking is very similar to a physical reservation where you are saying that this item from the receipt will be "applied" or "allocated" to this issue. However, with marking there is also a financial implication. Marking overrides the financial cost of the issue. This means that FIFO, or Weighted average (or other costing method) is ignored on the issue. Instead the cost of the issue will be set to the cost of the receipt that you are marking against.
This solution will have the ability to capture real time data (Project details/ time / material / labour) using your IPhone / Android tablets & upload back to AX.
AR parameters: Cash-discount administration field.
> If I choose specific, what does that do? How about if I pick unspecific?
We are used to receiving requirements from our customers and end users on editing master data in MS Dynamics AX forms and screens.We could not handle this requirement probably in previous versions of MS Dynamics AX, as any user has full control and can modify the master data (even by mistake)!