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Microsoft Dynamics AX 2012: Supply Chain Management New Features

Inventory Items Agreements Inter Company
Geoff McMaster

Support Escalation Engineer
Microsoft
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Microsoft Dynamics AX 2012: Supply Chain Management New Features
Part 1 - Inventory Items

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Inventory Items
Products
Products Product Masters ( and then Variants) Released Products

Translations Default Order Type Dimension changes Configuration technologies Unit of measure changes Creating products in AX2012 Non-Stocked inventory

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Product Definition
Product and Product Masters
at a global or shared level ‘release’ products from here to specific company(s)

Product Master – define Variants under it
Only place where you can define Config/Size/Colour

Released Products
Within a company Create here or from Product Master

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Translations
For each Language ‘Localise’ Product Description ‘Localise’ Product name

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Default Order Type Purchase order Production (replaces Item type ‘BOM’) Kanban Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Dimensions …was Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Dimensions …in AX2012 Product dimension (only on Product Master/ Variants) Storage dimension Tracking dimension Microsoft Partner .

Configuration technology types Only set on Product Master Predefined variants Config / Size / Colour Dimension-based As per AX2009 ‘Configurable BOM’ Rule-based Product Builder Constraint-based New AX2012 Product Configurator Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Units of Measure Global Unit of Measure Microsoft Partner .

g. Quantity. Box to Each Microsoft Partner .See Terms of Use [NDA REQUIRED] . Temp. Volume. Cm to Mtr Inter-class conversions – for units in different classes – e.Product Definition Global Unit of Measure Defined at global level ‘Unit class’ (Mass. Length…) ‘Systems of Units’ Metric US Customary Units Unit conversions ‘standard conversions’ – across all products Must be in same Unit Class Per product Intra-class conversions – for units in the same class – e.g.

See Terms of Use [NDA REQUIRED] .Product Definition Global Unit of Measure Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Product Creation Process 2 choices: Create Released Product from Product or Product Master/Variant (centralised approach) or Create Released Product directly in your company (decentralised approach) Microsoft Partner .

Model Group.Product Creation Process Creating a Released Product from a Product (using the ‘centralised’ approach) involves three basic steps 1. Create and define the product/product master. 2. Release that to legal entities. Finalise that released product • Define fields such as Item Group. Storage and Tracking Groups Then you can use that released product.See Terms of Use [NDA REQUIRED] . Microsoft Partner . 3.

Model Group. Storage and Tracking Groups Then you can use that Released product Microsoft Partner .See Terms of Use [NDA REQUIRED] .Product Creation Process Creating a Released Product from a Product Master (using the ‘centralised’ approach) involves five basic steps Create a Product Master Assign Product Dimension Group to it Create the Product Variants Release Product Finalize Released Products Define fields such as Item Group.

See Terms of Use [NDA REQUIRED] .DEMO Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Non stocked inventory On Item Model Group ‘Stocked product’ ‘Accrue liability upon product receipt’ Microsoft Partner .

DEMO Microsoft Partner .See Terms of Use [NDA REQUIRED] .

Microsoft Dynamics AX 2012: Supply Chain Management New Features Part 2 .See Terms of Use [NDA REQUIRED] .Agreements Microsoft Partner .

Agreements Purchase and Sales Agreements Previously ‘Blanket orders’ Changes to Trade Agreements Done through Journals ‘over-writing’ warning ‘from’ and ‘to’ quantities ‘generic currency’ ‘smart rounding’ Delivery schedules New way to handle multiple deliveries form one SO or PO line Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] . Purchase Agreement A contract that commits you to buy from a vendor xxxx over a period of time and get special prices and/or discounts. Microsoft Partner .Purchase and Sales Agreements 4 types: Product and Quantity commitment Product and Value commitment Product Category and Value commitment Value commitment Sales Agreement A contract that commits a customer to buy xxxx over a period of time and get special prices and/or discounts.

See Terms of Use [NDA REQUIRED] .DEMO Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Trade agreements Overwriting Microsoft Partner .

Trade agreements Overwriting Journals One view that includes all trade agreements for a selected set of item. customers.See Terms of Use [NDA REQUIRED] . Allows for bulk update. Microsoft Partner . vendors. Separate the approval role from the creating and maintaining role.

See Terms of Use [NDA REQUIRED] . Accounts Receivable Parameters Can be used for the following trade agreements: Sales price Sales line discount Sales multiline discount Sales total discount Microsoft Partner .Trade agreements Overwriting Journals Quantity – ‘from’ and ‘to’ Generic Currency Allows for trade agreements to be setup for one currency but can be used for all currencies.

Trade agreements Smart Rounding Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Trade Agreements Smart rounding with Generic Currency Microsoft Partner .

DEMO Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Inter Company Microsoft Partner .Microsoft Dynamics AX 2012: Supply Chain Management New Features Part 3 .

See Terms of Use [NDA REQUIRED] .Intercompany in AX2012 Intercompany setup Intercompany Agreements Intercompany Master Planning Intercompany Goods in Transit Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Intercompany Setup Intercompany trading relation creates the connection between a customer and vendor in another entity Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Intercompany Setup Purchase policies Microsoft Partner .

Intercompany Setup Purchase value mapping Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Intercompany Setup Purchase value mapping New features in Global Address Book eliminate mappings Countries Counties States Zip codes New features in Product management eliminate mappings Item number Unit of measure Currency code no longer requires mapping Microsoft Partner .

Intercompany Setup Purchase agreement policies Microsoft Partner .See Terms of Use [NDA REQUIRED] .

you will not be able use Intercompany agreements.Intercompany Setup Sales order policies If you activate Unit price equal to cost price.See Terms of Use [NDA REQUIRED] . Microsoft Partner .

Intercompany Setup Sales value mapping Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Intercompany Setup Sales agreement policies Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Intercompany Agreements Agreements for intercompany accounts based on Product quantity commitment Unit price equal to cost price must not be activated Value mapping for Agreement classification must be set up Generate agreement Intercompany origin field – Source or Derived Changes to agreements will be synchronized Delete a line only from the entity it was created Releasing the order will also create the intercompany order Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Intercompany Master Planning Upstream Used as a relative reference within a firm or supply chain to indicate moving in the direction of the raw material Downstream Used as a relative reference within a firm or supply chain to indicate moving in the direction of the end product Microsoft Partner .

See Terms of Use [NDA REQUIRED] .Intercompany Master Planning Intercompany Planning groups Define the groups of companies that will be planned together in intercompany master scheduling Allow the user to define the scope of the master scheduling run Define the order in which the legal entities in an intercompany planning group should be planned Define the master plan to use for each legal entity in an intercompany planning group Microsoft Partner .

Intercompany Master Planning Intercompany Planning groups Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Intercompany Master Planning Master plan settings Microsoft Partner .

Intercompany Master Planning Intercompany Master Scheduling Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Intercompany Master Planning Planned intercompany demand Microsoft Partner .

Intercompany Master Planning Planned intercompany demand Two new inquiries showing planned intercompany demand Incoming planned intercompany demand Outbound planned intercompany demand Multilevel Pegging Intercompany supply and demand Microsoft Partner .See Terms of Use [NDA REQUIRED] .

DEMO Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Lesson 4: Intercompany Goods in Transit Discuss the two new goods in transit reports Microsoft Partner .

Intercompany Goods in Transit Assumptions Goods in transit are owned by the buying company Only a packing slip on the shipping side can issue in transit Order lines with negative quantities do not account as in transit. Order lines that are return transactions are excluded. Only product receipts deduct in transit Microsoft Partner .See Terms of Use [NDA REQUIRED] .

See Terms of Use [NDA REQUIRED] .Intercompany Goods in Transit Intercompany goods in transit totals Displays a period beginning balance. period ending balance and the net change within the period In transit time fence in days The longest transport time in days Should not exceed 60 for performance reasons Deduct in transit quantity variance Intercompany goods in transit transactions Shows the detail transactions Microsoft Partner .

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