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MICROSOFT BUSINESS SOLUTIONS
AXAPTAENTERPRISE PORTAL The consistent and intuitive layout of role-based portals, combined with the familiarbrowser interface of Microsoft
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BusinessSolutions–Axapta
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Enterprise Portal, makes iteasy for employees to transact with thesystem with little or no training. Employeesaround the globe can work comfortably withthe applications and functionality they need toexcel at their jobs, while customers andvendors can place orders, view iteminformation and make requests, all in theirnative language.Key Benefits
Many systems available from a central pointof access—portals for customers, vendors,employees, consultants, or custom users
Provides users the exact information theyneed while maintaining information security
Roles are predefined but can be customized—take one of the preconfigured roles and fine-tune it to fit the exact needs of your usersMicrosoft Business Solutions–Axapta is an all-in-one solution that gives you real timeconnectivity across your business. Using rolesin Microsoft Business Solutions–AxaptaEnterprise Portal, your employees canexchange information with many other solutionfunctional areas such as the Microsoft BusinessSolutions–Axapta Sales and Marketing module,to help optimize processes and improve overallbusiness performance.Customer role The customer role in Microsoft AxaptaEnterprise Portal helps you connect andinteract with customers using the Web. Themodule is seamlessly connected to other areasof functionality in Microsoft Axapta includingthe Microsoft Axapta Sales and Marketingmodules and Microsoft Axapta Supply ChainManagement, which means that informationsuch as product availability is automaticallygenerated and will always be up-to-date whencustomers view the site.Customers can create their own logins andmaintain their own information. The orderingprocess is based on the shopping cart concept.When new users visit your site, they can log inas guests. Guests can view items in yourelectronic catalog and place items in ashopping basket. They can then register ascustomers by completing a form on your Website with their billing and shipping details. Byfinalizing the order and clicking “Create SalesOrder,” customers send the order directly tothe Microsoft Business Solutions–Axapta SalesOrder module. Each order generated from theInternet is tagged so that you can track itsorigin.
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Sales representative role The sales representative role connects yoursales team to your business information overthe Internet, regardless of time or location.Sitting at their desks, at home or on the road,your sales reps can easily access, view andupdate customer and company informationstored in Microsoft Axapta. Your sales officecan be open 24 hours a day, seven days aweek, at a low cost.Expanding the amount of information yoursales reps can access and where they canaccess it from can give you a more efficientand more knowledgeable sales team. Yourteam can focus on making the next saleinstead of chasing after updated information. Your sales reps can also update their salesinformation in realtime, so you won’t have towait until the end of the month or the end of the quarter to see your results. Ultimately,your customers benefit most from moreaccurate, up-to-date information and betterservice.Vendor role The vendor role allows you and your vendorsto exchange accurate, up-to-date informationregarding items, item specific documents,purchases and shipping data, as well asbackground information about your vendor.Exchanging data on a shared Web site cutsdown on phone calls, faxes and emails, as wellas errors due to multiple data entry. But themost important benefit is the added value of collaboration and loyalty, leading to lowercosts for both parties. Giving your vendors atool to collaborate with you and reduce costson both sides will help strengthen a profitablerelationship between you and your vendors.Vendors view and edit open purchase ordersthrough vendor-specific Web sites. Viewabledata includes creation date, purchase number,delivery address, requested delivery date andinvoice totals. Editable data includes deliverydates, quantities and cost prices.Vendors can also use the vendor role to viewitem type, volume, packing quantity, price unitand other data. They can add their own itemnumbers and descriptions, but they cannotalter your internal item numbers in MicrosoftAxapta. You can also attach documents such asfact sheets, contracts, drawings or promotionalinformation to items, so that the information isshared with your vendors. The vendor role tracks vendor performance byusing built-in views on delivery due dates,vendor on-time delivery performance, averagedays late, backorder status and average lead-time, as well as details supporting theperformance evaluation.Employee role The employee role connects all of youremployees in a virtual online community.Whether they sit down the hall or in a differentdepartment, subsidiary or country, youremployees can easily view and updatepersonal information stored by the humanresources (HR) department. Empoweringemployees with responsibility over their owndata saves time and effort for your HRdepartment. Users in different time zones canaccess their personalized information over theInternet whenever they need to—not onlyduring business hours. The employee role delivers the rightinformation to the right user, and enforcessecurity by limiting access to only what isappropriate for each user. It’s a tool that helpsenable employee satisfaction in a securemanner.Managers can use the employee role to betterassess employees’ skills and development,modify job responsibilities or add trainingsessions when there is a gap between anemployee’s skill level and job requirements.Managers can view and update the results of annual appraisal interviews and the activitiesand deadlines agreed upon. Individualdevelopment plans can be viewed in detailanytime to ensure employees are performingthe right activities and meeting deadlines.Company assets such as mobile phones,
MICROSOFT BUSINESS SOLUTIONS– AXAPTA 2
 
computers and other hardware can beinventoried, and borrowing can be trackedthrough the employee role. Internal trainingcourses can also be advertised across thecompany and sign-ups and attendanceconfirmed and recorded.Consultant role The consultant role simplifies and streamlinesthe registration of hourly costs for projects inMicrosoft Axapta. Consultants, externalpartners and remote project-basis employeescan log their working hours over the Internet.Registration is simple and direct, andconsultants can choose between flexible timeregistration options to match the type of project they’re working on.Consultants can also submit and shareinformation and documents such as contracts,as well as view invoices, proposals, and costand revenue data. Project managers can viewtimesheets and compare budgeted hours toactual hours spent. Time data can also be usedto generate invoices and reports throughoutyour Microsoft Axapta solution. The consultantrole is fully integrated with the MicrosoftBusiness Solutions–Axapta Project module, soproject base data is immediately available forconsultants on the Internet.Once registered, consultant hours can beinstantly reviewed by a manager. Thetimesheet shows the current registrations peremployee, so the manager knows theinformation is up-to-date. Hour forecasts alloweach employee to compare anticipated andbudgeted hours. They can then compare thesefigures to actual hours spent in different workperiods, helping them make realisticestimations of required time and resource use.Part of a total solutionMicrosoft Axapta Enterprise Portal is part of Microsoft Business Solutions–Axapta, acustomizable, scalable and global enterpriseresource planning (ERP) solution that supportsconnectivity with your business communityand provides you with a fast and powerful wayto gain competitive advantage.For more information about Microsoft Axapta To learn more about Microsoft Axapta, contactyour local Microsoft Business Solutions office, aMicrosoft Certified Business Solutions resellingpartner, and/or visitwww.microsoft.com/BusinessSolutions.About Microsoft Business SolutionsMicrosoft Business Solutions, a business groupof Microsoft, offers a wide range of integrated,end-to-end business applications and servicesdesigned to help small, midmarket andcorporate businesses become more connectedwith customers, employees, partners andsuppliers. Microsoft Business Solutionsapplications optimize strategic businessprocesses across financial management,analytics, human resources management,project management, customer relationshipmanagement, field service management,supply chain management, e-commerce,manufacturing and retail management. Theapplications are designed to provide insight tohelp customers achieve business success.More information about Microsoft BusinessSolutions can be found atwww.microsoft.com/BusinessSolutions.AddressMicrosoft Business SolutionsFrydenlunds Allé 62950 VedbaekDenmark Tel +45 45 67 80 00Fax +45 45 67 80 01www.microsoft.com/BusinessSolutions
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