Pretty cool stuff in AX 5.0

Pretty cool stuff in AX 5.0

1. Site is set-up as a dimension
2. Product builder
a. Site is designed to work with the product Builder
b. There is a new Rule Debugger that will allow you to track values in the model and that allows you to debug while you test the configuration and test values – real time at the same time in the background
c. New feature in Product Builder – table and ranges and a lot of conditional logic in defining values – all new
3. Master schedule would run across all site
a. Planning parameters by site
b. Can put Forecast Demand at the Site Level and if Site is a Warehouse can roll-up to Manufacturing Facility
c. Ghant simulation – updated – still requires job scheduling – previously it would re-plan with every change – new release has type of simulation so that you can do changes before committing and a new undo and get latest to go back to the starting point – the save feature would commit – right click is good at workflow to go to work order
d. We will definitely want to consider using Job Scheduling for High Tech and set-up one Job Schedule for each operation
e. Gantt chart WILL NOT work with operation scheduling
f. Gantt chart has drag and drop capabilities to reschedule orders – very nice
g. Question – do you need to use job scheduling to get the gantt chart
4. Production Execution
a. Work Center and Work Center groups live within sites
b. And new routes defined by sites
c. You can only assign workcenters that live on the same site as the route
d. BOM’s can be defined at the site or company level
e. Production Units
i. If you want to split up responsibility
ii. Assign to unique production manager
iii. Work center consumption – will enable to use local production staging inventory for backfilling
iv. AX would look at the production unit and use the warehouse defined to the production unit
5. Sales Order Processing - site specific order settings
a. Site Enabled order processing
b. You can default site on customers and vendors
c. Default settings by item
d. Default warehouses and quantities
e. New concept of over riding parameters – the override allows you to set at a specific value for example ATP parameters
f. New ATP information – allows you to see the horizon ahead, I am not sure how this is different – it is a “Look Ahead” option to make better decisions
g. Enhanced Delivery Date Feature
6. Purchase Requisition
a. Create a New Purchase requisition from item catalog
b. Or create it based on an item that does not exist
c. Submit the requisition
d. New workflow is initiated
7. Purchasing
a. Same site capabilities as sales order
b. New RFQ process
c. Involve multiple vendors
d. Save quotes
e. There is something about being able to select multiple vendors – not 100% sure if that is just for getting quotes??
f. You can accept a vendor offer or decline it
8. Inventory Management
a. Site enabled replenishment
i. Min/max
ii. Coverage groups
iii. You can override the planned order type to be used by each site
iv. Lead times for each item for each site
b. Arrival Journals
i. Great new screen – it is a workbench to do receipts of inventory
ii. You can filter based on certain types of parts
iii. Saved by user
iv. System will estimate total volume, weight
v. Once you filter the lines you want to receipt
1. Arrival journal is created
2. Much easier process
9. Quality Management (QMS) system
a. QMS module
b. Included in Advanced management package
c. New features in Inventory
d. Key components
i. Quality Order
ii. Test results
iii. Correction
iv. If conforming can provide Certificate of Analysis
v. Non Conformation – Corrective Action
vi. Related Operations
e. Quality Associations
i. How you link a quality process to specific documents
ii. Describe testing, vendors, customers, - test group
iii. Quality order can be generated based on Sales order for example
iv. Document handling can include specifications on how test should be executed
f. Picking and Shipping
i. Outbound Process (Sales Orders, Production Orders, Transfer Orders – without having WMS)
1. Issue Orders
2. Reserved – Output Orders (Batch Job) – I think that this might be helpful
3. Picked - Picking Rout
4. Staged/Loaded – two stage shipping process stage 1
5. Deducted– two stage shipping process stage 2
ii. When running WMS 2 –
1. New shipment sequences for control of reservations of warehouse
2. You can define a sequence as to how you want to reserve from
3. Shipment confirmation reservations
4. Very powerful – Good for PML
iii. Outbound Rules
1. Staging and Loading processes
2. Outbound Rules define the steps you want to include in the process
3. Can be external and or internal staging
4. New default location on warehouse group when you deliver item to the production floor
5. Added functionality to handle variations
a. Unload
b. Load
c. Really define what goes out the dock
d. Will really allow definition of what has been fixed
6. Shipment Carriers
a. Based on delivery and payments
b. Share data with shipment carriers
c. Receive ASN information
d. Assign tracking numbers
e. New Mode of deliver to a carrier definition – link
f. Standard integration to Fedex, UPS and UPS Ground
10. New Dispatch board – part of the service module
a. Create an agreement
b. System calculates expected
c. New option to dispatch service persons to jobs
d. Rmb – to get to sales order
e. Can move in drag and drop to reschedule service orders
f. Can undo or reset
11. Return Order Features
i. Create return order and can take specific actions
1. Send RMA to the customer to confirm that return has been accepted
2. Return item can be received using a specific type through the arrival
3. You can scrap, put into inventory or test
4. Can create a Sales order to drive sending new product to the customer
5. New reports to assess your returns metrics
12. Product Costing Features
a. New Standard Costing Model in the new release
b. Will comply more to best practices
c. Lots of stuff
d. Model does not require inventory closing
e. Can be run at any time and give accurate results
f. New Model for PPV and all of the other variances - they are easily identified
g. Transactions can be backdated and the standard cost at the time will be used for back dated transactions
h. Enabled by site – each site can have a different site
i. Costing Versions
i. Effective Dating
ii. New Costs – held in pending and not released – used for what if pricing and simulations
iii. Lots of costs types – Cost, Indirect etc.
iv. New costing sheet
1. Used to define to show a tree structure as to how costs are defined
2. Look at all cost components – direct material, direct labor and indirect costs
3. Production Overheads
4. All costs are rolled up into cost
5. Look at variances by production order (from production order)
13. General Feature
a. Async batch transactions
i. Master Scheduling
ii. Inventory Closing
iii. Sales order Processing
iv. Product builder – big performance improvement if you have complex models
b. Role Centers
i. Users can be configured with dedicated role centers
ii. Cubes and Graphs
iii. Easily configurable
iv. Possible to Role Centers to favorite reports
1. MS SQL Server Reports – much greater functionality over std ax reports
2. Pivot Tables – expand and combine options
c. New Office Ribbons describing actions that can be selected
i. 46 list (workbenches) pages including views across the supply chain area

Thanks
Mallik