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Microsoft Axapta

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Title: Microsoft Axapta


1
Microsoft Axapta
  • Functionality slides for TDM sales presentation

2
Microsoft Axapta Base Package
  • The base package provides a foundation of
  • One user
  • Three company accounts
  • Three dimensions
  • Unlimited virtual companies
  • One language
  • Security and user management capabilities
  • Menu and form designer with IntelliMorph
    technology
  • One Microsoft Axapta Application Object Server
    (AOS)

3
Microsoft Axapta Base PackageLanguages
  • The base package includes one language
  • Used to present the user interface
  • Online help
  • Forms, reports and menus
  • Printed reports
  • Invoices, purchase and sales orders
  • Additional languages can be licensed.

4
Microsoft Axapta Base PackageLanguages Available
  • Danish
  • Dutch (standard)
  • Dutch (Belgium)
  • English (US)
  • English (UK)
  • English (Australia)
  • English (Ireland)
  • English (South Africa)
  • Finnish
  • French (standard)
  • French (Belgium)
  • French (Switzerland)
  • German (standard)
  • German (Austria)
  • Icelandic
  • Italian (standard)
  • Italian (Switzerland)
  • Norwegian (Bokman)
  • Portuguese (standard)
  • Spanish (Spain-modern)
  • Swedish
  • Thai
  • Czech
  • Estonian
  • Hungarian
  • Latvian
  • Lithuanian
  • Polish
  • Russian
  • Turkish

More languages than these may be available from
VARs or Microsoft Certified Business Solutions
Partners.
5
Microsoft Axapta Database
  • All business information is stored in a single
    database
  • Simple, all-in-one architecture
  • Easier maintenance and upgrades
  • Leads to lower TCO
  • No database synchronization means lower risk of
    data corruption
  • Supported databases
  • Microsoft SQL Server 2000
  • Oracle 9i

6
Microsoft Axapta System Configuration
  • Implementation
  • All Microsoft Axapta functionality is installed
    with initial implementation
  • License keys unlock functionality you choose
  • Unused functionality is hidden, not deleted
  • Just enter new license keys to access new
    functionality
  • Leads to faster implementation and lower upgrade
    costs
  • IntelliMorph
  • Build and control fields and forms easily
  • Simple enough for users to learn to configure
    their own systems, saves on IT resources

7
Microsoft Axapta Application Object Server (AOS)
  • 2-tier and 3-tier support
  • 3-tier thin client
  • Lower requirements for client machinery and
    bandwidth
  • Improved database security
  • 3-tier rich client
  • Leverage greater hardware capacity of powerful
    client computers
  • Ideal for batch execution and high-demand users
  • 2-tier and 3-tier mixed environment
  • Takes advantage of a mix of different hardware,
    using each computer's capacity to its full extent
  • Ideal for companies with mixed user needs (some
    heavy, some light needs)
  • Cluster Technology
  • Automatically balance users between servers in
    the cluster
  • Increase redundancy and capacity, simply by
    adding extra AOS servers.
  • If one server fails, clients only have to
    reconnect to continue working, reducing downtime
  • Remote Site and User Support
  • Remote sites and users use AOS to connect to a
    central or headquarters Microsoft Axapta solution
    through a WAN
  • Web Deployment
  • Install, update, configure or launch Microsoft
    Axapta by the touch of a button
  • An ActiveX component on a Web page shows the
    status of the local installation

8
Financial Management
  • Financials I
  • Financials II
  • Electronic Banking
  • Fixed Assets

9
Financial ManagementFinancials
  • General Ledger
  • Manage accounting periods and use a reliable
    year-end procedure including a closing sheet
  • Multiple configurable journals with approval
    capability
  • Extensive posting control system
  • Handle multi-currency and exchange adjustment
  • Multiple structured budget
  • Extensive and flexible tax module feature
  • Book transactions across companies
  • Cash flow forecasting and currency requirement
    calculation allows projection of future
    transactions based on commitments
  • Consolidate either online or through data exports
    and imports between companies
  • Redistribute amounts automatically, according to
    predefined setups of accounts, dimensions and
    percentages (Financials II)

10
Financial ManagementFinancials
  • Bank Management
  • Bank account reconciliation, including bank
    account statement electronic import (for selected
    countries )
  • Handling of check and monitoring of deposits,
    draft, and payments in general
  • Accounts Receivable
  • Monitor credit checks
  • Flexible terms of payment, including advanced
    payment schedules and cash discounts
  • Free text invoicing (non stock invoicing)
  • Advanced collection letter and interest
    calculation
  • Payment journal with payment proposal features
  • Multiple currency handling and exchange rate
    adjustment
  • Accounts Payable
  • Flexible terms of payment, including advanced
    payment schedules and cash discounts
  • Multiple invoice entry options, such as separate
    handling of approved and unapproved invoices, and
    matching invoices to physical deliveries
  • Payment journal with payment proposal features
  • Multi-currency handling and exchange rate
    adjustment

11
Financial ManagementElectronic Banking and Fixed
Assets
  • Electronic Banking
  • Supports the import and export of payment files
    to financial institutions in several countries
  • Functionality is spread across accounts
    receivable, accounts payable and bank management
  • Fixed Assets Management
  • Fixed assets budgeting
  • Multiple depreciation models
  • Integrated to purchasing and inventory
    functionality
  • Bar code handling

12
Financial ManagementDimensions
  • Dimensions values are applied and stored at the
    transaction level
  • Data can be aggregated by dimensions when running
    reports and inquiries
  • OLAP cubes use dimensions to analyze business
    data even further
  • (covered in more detail later in Business
    Analysis)
  • Rules can be set on accounts to control postings
    to the General Ledger, according to the
    dimensions applied
  • Default dimensions can be set on base data, such
    as ledger accounts and customer accounts

13
Supply Chain Management
  • Trade
  • Intercompany
  • Logistics
  • Product Builder I, II, III, IV
  • Production I, II, III
  • Master Planning
  • Shop Floor Control I, II, III
  • Warehouse Management I, II

14
Supply Chain ManagementTrade
  • Initiate purchase order from
  • Production orders
  • Sales orders
  • Inventory coverage rules
  • Generate a price calculation in real-time
  • Compare cost prices against revenue
  • Create credit notes from invoice journals
  • Get a notification of backorders when receiving
    goods
  • Print backorder information on delivery
    documentation and invoices
  • Automatically substitute unavailable items with
    alternate items
  • Cost price principles FIFO, LIFO, standard cost
    price, and weighted average
  • Easy reconciliation of inventory values versus
    ledger transactions
  • Use tag counting and transfer to counting journal
  • Trade Agreements (separate module)

15
Supply Chain ManagementIntercompany
  • Instantly create and update inter-company sales
    orders from purchase orders and vice versa
  • Receive items automatically, based on the selling
    subsidiarys delivery note
  • Invoice items automatically, based on the selling
    subsidiarys invoice
  • Make stock-on-hand inquiries in all subsidiaries

16
Supply Chain ManagementLogistics
  • Enter and edit sales and purchase forecasts
  • Describe any item using configuration, size and
    color
  • Describe storage by using warehouse, pallets and
    locations
  • Track items using the serial and batch number
    dimensions
  • Get an overview of current on-hand inventory per
    warehouse
  • Get current on-hand situation by looking at any
    item or storage dimension
  • Automatic or manual quarantine orders
  • Calculate the ABC analysis based on revenue,
    cost value, margin, and carrying costs, with
    user-defined limits
  • Maintain multiple barcodes per item
  • Maintain multi-level BOMs, with version and date
    control
  • BOM explosion for materials planning and pricing
    calculation
  • Drag and drop graphical suite for designing BOMs

17
Supply Chain ManagementProduct Builder
  • Product Builder I- Product Configuration
  • Integrated with sales orders, purchase orders and
    production
  • Customized interface for every user, showing only
    product options that apply to them
  • Let each customer configure their own products
  • Set default values for variables
  • Reuse data from previous configurations
  • Generate item numbers based on the model
    variables
  • Base price calculations on customers choice of
    variables from product models
  • Export or import product models
  • Use sub models that inherit variables from top to
    bottom and visa versa
  • Product Builder II- Validation Rules
  • Validate values and display an error message
    built from the condition
  • Create rules that govern the allowed content of
    variables
  • When a customer makes a product configuration
    choice, other configuration options are turned on
    or off automatically
  • Product Builder III- Routing Integration
  • Create production specific routes and job cards
    for each configured item
  • Default routes, as templates for the routes
    created in the product model
  • Complete default route in product model
  • Product Builder IV- Advanced Configurations

18
Supply Chain ManagementProduction
  • Production I
  • Production orders can be categorized into pools
    for scheduling or groups to be posted in the
    General Ledger
  • A standard production Bill of Materials (BOM) is
    copied to the production order
  • A graphical BOM display gives a visual
    representation of changes you make to create
    what if scenarios
  • Production scheduling can be done forward or
    backward with different dates
  • All production consumption is reported through
    journals
  • Production II (Routing Management)
  • Route complexity- plan simple, sequential routes,
    or complex networks of routes
  • Finite or infinite scheduling, forwards and
    backwards from various dates
  • Describe each operation component in the
    production route by many descriptors
  • Calculate expected waste per operation as a
    percentage, both by individual operation and by
    accumulated scrap over the whole production
    process
  • Track detailed costs related to resources and
    throughput
  • Production III (Shop Management)
  • Gantt chart gives you a graphical presentation of
    your production schedules
  • Reschedule jobs simply by dragging and dropping
    in the Gantt chart
  • Task Groups let you use alternative work centers
    in case of scheduling overloads
  • By rescheduling jobs to avoid bottlenecks,
    Microsoft Axapta automatically reschedules the
    rest of the route to reflect the new capacity
    loads
  • Track setup or process job per operation, and
    report consumption based on job number
  • Set up jobs that require the same work center to
    all reach that work center concurrently

19
Supply Chain ManagementMaster Planning
  • Forecast Scheduling and Master Planning
  • Get an overview of longer-term purchase,
    production and resource requirements based
    multiple forecast scenarios
  • Create multiple plans for short term master
    scheduling
  • Coverage Groups- attach different time fence
    controls to different items
  • Scheduling Methods
  • Operations scheduling schedules operations and
    lead times by day
  • Job scheduling schedules operations by day and
    time
  • Messages
  • Future messages flag orders that cannot be
    delivered on the requested date. The future
    message shows the earliest possible delivery date
    based on materials and capacity requirements.
  • Action messages suggest changes to existing
    orders and planned orders to confirm adequate
    quantity in inventory to meet requirements
  • Order Promising
  • Available-to-promise (ATP) calculates delivery
    date based on available inventory and current
    production orders
  • Capable-to-promise (CTP) calculates delivery
    date based on available materials and production
    capacity
  • Tie sales proposals to planning materials
    (requires Axapta CRM)

20
Supply Chain ManagementShop Floor Control
  • Shop Floor Control I (Time and Attendance)
  • Set rules for flexible working hours, while
    maintaining control of total employee hours job,
    including collection and management of overtime
  • Two step validation to check time calculation and
    approval status
  • Shop Floor Control II (Job Registration)
  • Bundle jobs, so the same employee can work on
    simultaneous jobs
  • Create a team function, by appointing a pilot
    or team leader
  • Register non-productive time
  • Track progress on jobs, and simulate completion
    time based on current progress
  • Shop Floor Control III (Payroll Generating)
  • Categorize payroll data into pay categories
  • Track payment data for piecework jobs
  • Generate payroll statistics
  • Allocate payroll expenses to individual
    production jobs or to projects

21
Supply Chain ManagementWarehouse Management
  • Warehouse Management I
  • Eight different dimensions, such as warehouse,
    location, pallets, item origin and configuration,
  • Warehouse Management II
  • Placement and storage
  • Specify different location and storage policies
    at both the warehouse level and the item level
  • Random location storage functions determine the
    storage location based on rules regarding size,
    volume and height
  • Warehouse zones and locations
  • Organize warehouses into storage zones in order
    to prioritize selection of locations for incoming
    inventory
  • Specify warehouse locations on five levels
    warehouse, aisle, rack, shelf and bin
  • Shipments
  • Point out orders that can be shipped together to
    reduce total picking time
  • Consolidate shipments of multiple sales orders
    placed by the same customer
  • Derive output orders from sales order lines or
    production order lines
  • Pallet transports
  • Create pallet transports to move groups of items
    within and between warehouses
  • Bar coding
  • Print pallet label, location label and bill of
    lading labels that include bar codes for
    automatic tracking

22
Project Accounting
  • Project Accounting I
  • Project Accounting II

23
Project AccountingProject Accounting I
  • Registration and data entry
  • Itemize costs, hours and materials consumed and
    enter them into the journal
  • Invoicing
  • Invoice each project or project group, and retain
    itemized time and resource costs
  • Sub projects can also be invoiced separately or
    together
  • Set internal approval procedures for invoices
  • Track prepayments and apply them to future
    invoices
  • Enter project costs directly into Accounts
    Payable or Purchase Orders
  • Project management
  • Break down the time and materials used on
    projects and assign individual hours or items to
    sub-projects
  • Save project structures, so that budgets,
    sub-projects and activities can be copied from
    previous projects
  • Schedule tasks and allocate resources and
    capacity to future tasks
  • Accounting
  • Apply dimensions to every transaction in a
    project
  • Post transactions specific ledger accounts
    depending on pre-set criteria
  • Inquiry and reporting
  • A report generator allows extended reporting with
    load and save capabilities
  • A statistic form compares project budgets to
    consumption over time
  • Follow transaction needs for a single project or
    group of projects

24
Project AccountingProject Accounting II
  • Large contract management
  • Manage fixed price projects or projects with a
    mix of fixed price and time and materials
    components
  • Book costs and revenue at intervals as the
    project progresses, only upon project completion
  • Work-in-progress projects
  • Specify work-in-progress (WIP) accounts to
    collect transactions that dont affect the profit
    and loss statement during the course of the
    project
  • Track projects that use WIP accounts and move
    transactions between WIP accounts and the General
    Ledger
  • Project costs and performance
  • Calculate consumption on individual cost groups
  • Posting
  • Apply a choice of 14 posting principles to
    internal, time and material, and fixed-price
    projects
  • Control types can be set so employees can only
    enter data for categories or projects that are
    relevant to their jobs

25
Customer Relationship Management
  • Sales Force Automation
  • Sales Management
  • Marketing Automation
  • Telemarketing

26
Customer Relationship ManagementSales Force
Automation
  • Contact Management
  • Store information on prospects, customers,
    vendors, and other business contacts
  • Register activities associated with the sales
    process
  • Synchronize appointments and tasks with Microsoft
    Outlook
  • Drag and drop from Windows Explorer and Microsoft
    Outlook into Microsoft Axapta
  • Track all additions, changes and deletions to
    contact and sales process information
  • Track all mailings, telephone and e-mail
    communications
  • Contact groups of customers based on selected
    criteria applied to customer data
  • Sales Process Management
  • Generate leads by importing them from external
    sources, then allocate responsibility for leads
    to your sales staff and track the quality of
    leads
  • Extend offers to groups of leads, based on
    customized profiles
  • Easy access to sales-related information
    throughout the system
  • Track the effectiveness of sales and marketing
    staff
  • Assign probability percentages to your sales
    quotations

27
Customer Relationship ManagementSales Management
  • Sales staff budgeting
  • Define sales targets for individuals and teams
  • Automatically compare sales figures with budgets,
    to measure sales performance
  • View sales performance by multiple selected
    dimensions, to aid sales flow analysis
  • Management Statistics
  • Manage and monitor the activities of sales teams
  • Track the status of sales activities, including
    pending sales quotations and lead management
  • Track the performance and activities of specific
    sales people
  • Display sales data graphically to simplify
    analysis
  • Export sales data and graphics to external
    applications

28
Customer Relationship ManagementMarketing
Automation
  • Communications management
  • Create campaigns based on sales and demographic
    information
  • Assign communications tasks to sales or marketing
    staff based on responsibilities and
    specializations
  • Link campaigns, questionnaires, projects and Web
    responses
  • Divide campaigns into sub-campaigns, to reach
    more specific audiences
  • Link campaigns to projects and record financial
    data about campaign execution (requires Microsoft
    Axapta Project I)
  • Broadcast campaigns over e-mail, Web, faxes,
    mailings and phone
  • Use old campaign structures as templates for new
    campaigns
  • Marketing encyclopedia
  • Common repository for all of your sales and
    marketing collateral
  • Exchange sales and marketing knowledge
  • Review sales material such as information on
    product line, products and price lists
  • Categorize sales and marketing materials for
    quick access (i.e. product line, white papers,
    graphics, and videos)
  • Access information in the encyclopedia that
    supports Web links, audio/video clips,
    presentations and graphical software
  • Track competitor information and trends with
    competitor websites for review

29
Customer Relationship ManagementTelemarketing
  • Create call lists based on contacts in business
    relation and contacts table
  • Integration between campaigns and call list
  • Integrate questionnaire data in the sales process
  • Use Questionnaire to build custom call scripts,
    to guide staff through phone call interactions
  • A telemarketing window contains all the relevant
    information marketing and customer support
    specialists need
  • Full call logging that includes time, date,
    duration, caller etc.
  • Extract customer groups and allocate
    responsibility for calls across your
    telemarketing or phone support staff
  • Analyze employee performance and call statistics

30
Human Resource Management
  • Human Resource Management I
  • Human Resource Management II
  • Human Resource Management III

31
Human Resource ManagementHuman Resource
Management I
  • Core Human Resource Management
  • Core human resource management administrative
    functionality
  • Store payroll information, historical data, job
    and position information
  • Register benefits
  • Manage loaned items
  • Compare actual employee skills to skill targets
  • Generate reports for follow-up, reporting and
    decision support
  • Organization
  • Manage line, matrix and project organizations
  • Maintain organizational structure and create new
    business units
  • Visual, function-oriented organizational charts

32
Human Resource ManagementHuman Resource
Management II
  • Organization
  • Administer position groups and positions or jobs
  • Create job profiles and describe roles and
    requirements
  • Recruitment
  • Manage the recruitment process
  • Automate correspondence through integration with
    Microsoft Word
  • Microsoft Outlook integration support for
    interview administration
  • Statistical overviews of the recruitment process
  • Measure media response
  • Absence Management
  • Define multiple absence categories
  • Register absences individually and collectively
  • Statistical and graphical presentation of absence
    data

33
Human Resource ManagementHuman Resource
Management III
  • Employee development
  • Personal development plan with activities and
    deadlines
  • Periodic interview management
  • Microsoft Outlook integration support for
    interview administration
  • Competence management
  • Graphical tools for skill-gap analysis
  • Skill-gap analysis based on job profiles and
    skill assessment
  • Skill searches support filtering and weighting of
    skills
  • Course administration
  • Register course details, instructors,
    participants and locations
  • Manage training agendas, tracks and sessions
  • Link course completion and CV or resume
    information
  • A participant list captures participants
    training history
  • Reports for waiting list, confirmation and
    certificates

34
Other Microsoft Axapta Functionality
  • Balanced Scorecard
  • Business Process Management
  • Questionnaire I
  • Questionnaire II
  • Business Analysis
  • E-Business Enterprise Portal
  • E-Business Commerce Gateway
  • Microsoft Axapta Development Tools

35
Balanced Scorecard
  • Knowledge account plan
  • Create a structure and overview of your Balanced
    Scorecard
  • Set up Key Performance Indicators (KPIs)
  • Compare KPI target to actual KPI results
  • Group business information within perspectives
    such as customers, internal processes,
    organization and financial
  • Link KPIs to organizational units through Human
    Resource Management I
  • Measurements
  • Use a measurement wizard to easily query on data
    and define KPI measurements
  • Link KPIs to data either manually, from within
    Microsoft Axapta, or from an external data source
  • Calculations
  • Built-in tools help you define and control the
    consistency of your methods when designing KPIs
  • Periodic measurements
  • Run automatic measurements and reporting
  • Simulate future KPI results using different
    performance scenarios
  • Reporting and statistical analysis
  • Customize the graphical presentation of each KPI
  • Target performance information towards a specific
    management team, by selecting specific KPIs for
    specific team members

36
Business Process Management
  • Strategic planning
  • Create a strategic plan step-by-step
  • Identify status and end results
  • Register SWOT analysis results
  • Break-down visions to define goals and milestones
  • Plan and follow-up with actions on initiatives
  • Link to action management and KPIs in Microsoft
    Axapta Balanced Scorecard
  • Define templates for strategic plans
  • Link strategic plans to organizational units in
    Human Resource Management I
  • Action management
  • Use detailed information on responsibilities,
    time, priorities and status
  • Register actions
  • Track responses to actions and how different
    actions are related
  • Structure responses and generate diverted actions
  • Send actions as email or create as tasks in
    Microsoft Outlook
  • Implement process design by using action
    templates
  • Create actions with action planning, and
    distribute to the responsible people

37
Questionnaire
  • Questionnaire I
  • Design and deploy surveys rapidly
  • Each question is linked to an answer mode
    identified by text, date, numeric value or an
    answer collection defined by the questionnaire
    administrator
  • Enable free-text answers to any type of question.
  • Openly define response options
  • Accompany questions by rich media (pictures,
    audio video, etc.)
  • Design a question with sub-questions
  • Set up questionnaires with a branching structure,
    so that the questions a user sees depend on the
    answers to previous questions in the survey
  • Get a response history by questionnaire and
    individual
  • Get a result report, answer report and wrong
    answers report
  • Questionnaire Web portal (requires Enterprise
    Portal framework)
  • Easy Web execution of surveys through Microsoft
    Axapta Enterprise Portal
  • View and analyze results online
  • Questionnaire II
  • Manage questionnaire planning
  • Plan and distribute surveys to selected
    respondents
  • Mail correspondence to all respondents about the
    survey
  • Break down survey results by the demographics of
    respondents.
  • Display results graphically, with pivot tables
    and pivot graphics.

38
Business Analysis
  • Business Analysis
  • Generate OLAP cubes to analyze business data by
    many dimensions or combinations of dimensions
  • View OLAP cubes within Microsoft Axapta or in
    Microsoft Excel, using pivot tables to visualize
    the data in different ways
  • Full control of the analysis server and OLAP
    database from within Microsoft Axapta
  • Microsoft Analysis Server
  • Available on the Microsoft SQL Server 2000
  • Full synchronization with Microsoft Axapta
  • Create, maintain and control OLAP databases and
    cubes
  • Generate OLAP cubes
  • Create cubes in multiple currencies and languages
  • Periodic batch update possible for all cubes
  • Security and configuration
  • Controls access to cubes through user permissions
    and setup

39
Enterprise PortalEnterprise Portal Framework
  • Enterprise Portal platform
  • Simple, browser-based user interface and
    intuitive controls
  • Supports intranet for internal employees,
    extranet for business-to-customer or
    business-to-business communication
  • Delivers Microsoft Axapta business data and
    business logic in real-time
  • Develop Web functionality using the standard
    MorphX development environment, no extra Web
    tools are necessary
  • Rapid deployment using Web site wizard
  • Multiple languages and currencies are also
    available to remote users
  • A data crawler automatically builds a searchable
    full-text index, so users can run back office
    data searches
  • Access Microsoft Exchange information without the
    need for plug-ins or ActiveX
  • Remote users can access information from
    Microsoft Outlook while on the road
  • Incorporate content from information sources,
    other back office and front office systems using
    Web Parts and XML
  • Role and permission management
  • Every user can personalize their Web portal to
    display the controls, functionality and
    information they need to do their job
  • Use roles to personalize the structure,
    information and functionality of Web portals for
    users
  • Content management
  • Flexible definition of content management topics
  • Online editing and publishing of articles
  • Proofreading and moderation support

40
Enterprise PortalEnterprise Portal Roles
  • Employee Role
  • View a phone book
  • View a department list
  • Sales Representative Role
  • View and maintain your business relations,
    reports and contact persons.
  • Create quotations, sales orders
  • Perform price queries
  • Customer Role
  • Sign up as a customer and access the product
    catalogue
  • Answer a survey or respond to a campaign survey
  • View your account, purchase orders and invoices
  • Vendor Role
  • Vendors can change existing contact persons and
    create new ones
  • Vendors can view and edit each purchase order
    with your company
  • Vendors can view details about all the items they
    deliver to your company
  • View details of selected journals
  • A supply performance function shows vendor
    performance
  • Consultant Role
  • Timesheet registration on projects

41
Enterprise PortalEnterprise Portal Functionality
  • Questionnaire for Enterprise Portal
  • Deploy questionnaires easily, over corporate
    intranets and external Web sites
  • Respondents can answer surveys over the Internet
  • Administrators can view completed questionnaires
    over the Internet
  • Human Resource Management for Enterprise Portal
  • View line, matrix and project organization, and
    position information
  • Users can view and maintain their own personal
    information
  • View and create emergency contacts
  • Managers can view and update personal information
    on team members
  • Customer Relationship Management for Enterprise
    Portal
  • View and create all types of business relations
    and their contact persons
  • Sort business relations based upon type
    (customer, vendor, competitor, lead, prospect
    etc)
  • View and create contact person
  • Create and view CRM quotations
  • Perform price queries for your CRM quotations
  • Product Builder for Enterprise Portal
  • Customers can configure products over the
    Internet, using your pre-selected product models
  • Performance Management for Enterprise Portal
  • Users can view their performance related to past
    KPIs and progress towards current KPIs

42
Commerce Gateway
  • Commerce Gateway
  • Flexible options for setting up rules that govern
    electronic communications with your business
    partners
  • Exchange documents instantly and automatically,
    based on a set schedule or an event
  • Integrate your business processes with your
    business partners processes.
  • One example purchasing department can send
    purchase orders to vendors sales department
    automatically using the Internet
  • Microsoft BizTalk Capabilities
  • Set up content-based routing
  • Send electronic documents to the correct
    recipients based on the context of each document
  • Attach digital certificates to electronic
    documents to verify the authenticity of the
    documents
  • Send BizTalk Purchase Order
  • Receive BizTalk Sales Order
  • Send BizTalk Sales Invoice

43
Development ToolsMorphX Development Suite-
Windows
  • Development tools for the Microsoft Windows
    client
  • Table browser
  • Visual MorphXplorer
  • Code profiler
  • Application Hierarchy Tree
  • Cross references
  • MorphX Objects-
  • Objects can be created, modified and deleted with
    development tools
  • Tables
  • Maps
  • Views
  • Extended Data Types
  • Base Enums
  • Feature Keys
  • License Codes
  • Configuraton Keys
  • Security Keys
  • ActiveX explorer
  • Import/export objects
  • Upgrade framework
  • Merging functionality
  • Label system
  • Table Collections
  • Macros
  • Forms
  • Reports
  • Queries
  • Jobs
  • Menus
  • Menu Items
  • Online Help

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Development ToolsMorphX for Web
  • Web development tools
  • Drag and drop Microsoft Axapta elements from the
    AOT to Web projects
  • A built-in Web page editor can support static as
    well as dynamic content from the Microsoft Axapta
    AOT
  • Multiple information sources
  • Support for Web parts. This enables content and
    functionality from a wide range of sources to be
    embedded in user Web pages, for example Microsoft
    Outlook, MSN Business News, and much more

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Development ToolsX Source Code
  • Create, modify and delete X classes
  • Validate and monitor the functionality of your
    code with an integral X debugger
  • Customize and extend Microsoft Axapta to meet
    your exact business needs.
  • Reduce the time and costs involved with making
    system modifications

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