March 18-21, 2013New Orleans

#conv13

30+ Microsoft Dynamics AX 2012 Tips in 60 MinutesAaron Warner CIO IDTRon Scott, Jay Yadavalli

CSAX25

This session presented by the Dynamics AX Users Group

The Custom Biology CompanyAaron R. Warner, CIO

This is a picture of science

Integrated DNA Technologies (IDT) is a leader in manufacturing and developing custom biology products for the research and diagnostic life science markets

Enabling Research through Custom Biology Consumables

• Founded in 1987

• Largest custom oligonucleotide manufacturer worldwide

• >750 employees in five locations

• >95% of ordered products are manufactured and shipped in less than 24 hours

Integrated DNA Technologies (IDT) is a leader in manufacturing and developing products for the research and diagnostic life science market.

Key Operating Statistics• >80,000 active customers

• >35,000 oligos ordered per day

• >2,500 orders shipped per day

• >95% orders entered over the web

• >235,000 web site visits per month

• >100,000 calls per year

IDT Today

Key IDT DifferencesFocus on quality

Speed of delivery

Investment in infrastructure

Customer service and support

Over $50M in capital investment since 2006

Vertical in all key materials, equipment, and software

Replication of complete infrastructure across all IDT manufacturing sites

Pioneered 100% QC by mass spectrometry

Daily monitoring of synthesis quality, raw materials, and equipment

Quarterly measurement of quality vs. competitors

>85,000 calls and 15,000 web chats with an average wait time <8 seconds

Most widely used oligo design and analysis tools. Free custom design tools for qPCR, NGS, and gene silencing

Greater than 95% of orders are shipped in <24 hours

More than 2,500 packages shipped per day

Courier delivery zones allow for faster delivery of custom products in biotech-rich regions

Fullscope as implementation partner• 250 ERP implementations• 80+ AX implementations• SureStep™ methodology• Global partnerships• Microsoft partner of the year• (Jay Yadavalli = rockstar)

Multi-step initial implementation:• Financials (holding companies)• IDT, Inc—U.S. • IDT, PTE-LTD.—Singapore• IDT, BVBA—Europe• AR (order to cash, multi-step)

AX Project Overview

Taken verbatim from original project presentation…

Project Falcon

AX Project JustificationRealized gains…Improved coordination between sites and departments by providing real-time access to the same information

AX will support IDT’s growth for the next ten years, and currently supports a number of multi-billion dollar organizations

Opens up non-IT departments to using off-the-shelf functionality within ERP that might historically have require custom software

Greater ability to institute financial best practices using policies and procedures developed by the other 14,000 users of Dynamics AX in addition to adding IDT transaction edit controls

Increased functionality across the board, particularly in our manufacturing and chemical synthesis area

Better integration with our existing Microsoft product suite, including Excel/Word, SharePoint, MS-CRM, Outlook, etc.

Improved ease of use with interfaces designed around the same concepts as our existing Microsoft software (Outlook, etc.)

Stronger reporting tools than our current system, with more options available for both end-user and advanced reporting

Work in Progress (yet unrealized)• Epicor Enterprise 7.3.5, our present ERP package is end-of-life application; Dynamics AX is a system being actively improved (Microsoft is investing something like $1.5b in research into this toolset)• Opens up ERP functionality to software development with modern API’s• Allows us to better focus our custom efforts on core IDT projects to drive growth• Lowers the cost of ownership by reducing our long-term dependence on outside consultants• Greatly improved capabilities to support our international operations:

• Taxation management• Intercompany transaction• Language support (Japanese, Dutch, German, etc.)

AX Project Justification

• 37% increase in purchase orders in 2012 with AX over previous system• 25% increase in new products/line items in 2012 with AX over previous system• 6% increase in production orders in 2012 with AX over previous system•Major reference in helping secure additional Microsoft AX deals • Large volume of orders per day—30,000–40,000• Combinations of Microsoft products: AX, CRM, .NET, SharePoint, + others

Translation: Productivity Gains in AX

• Finalize rollout in Singapore• Rollout in Europe• Improved handling of

taxation/VAT worldwide• Order to cash—massive

customization/integration project

• 2012 R2 rollout• Several other integration

projects—SOX, CRM, etc.

Plenty of Work To Do…

#conv13

30+ Microsoft Dynamics AX 2012 Tips in 60 MinutesJay Yadavalli—Application tipsRon Scott—General/tool tips

• Creation of Products is centralized and allows customers to determine which companies they want to release the products to• Product Configurator technology is used to determine how product variants are used• Dimension groups have been split into separate functions (physical handling- storage and tracking dimension groups vs. Product dimensions which define the product variants)

1. Products

Products

• Allow creation of various category hierarchies like Procurement, Sales, and Retail

• Allows items to be classified based on various categories• Can create purchase orders and requisitions based on procurement

categories without an item number• Specify Vendor evaluation criteria based on procurement categories• Specify Approved and Preferred vendors for procurement categories

2. Category Hierarchies

Category Hierarchies

• Hide and reorganize module list• Adding a query to a favorite

3. Control your Navigation Pane

• Blanket order types from previous released have been replaced by Purchase and sales agreements

• Microsoft Dynamics AX supports both value-based and quantity-based sales agreements

• You can apply the terms and conditions of a sales agreement, such as the prices and discounts, when you create an order by using the Sales order details form

• You can control whether you want to search for sales agreements when sales order lines are created indirectly, such as by intercompany orders

4. Purchase and Sales Agreements

• You can define a validity period for a sales agreement. The requested ship date of a sale must be within the validity period

• You can put sales agreements on hold to control whether they are available to the sales agent during ordering

• Purchase agreements can also be taken into account during planning

4. Purchase and Sales Agreements

4. Purchase and Sales Agreements

• Order lines can be converted to a delivery schedule with a number of delivery lines attached to it

• An order can line can then be shipped in multiple deliveries; for example 100 pieces per months for six months

• Total order discounts can be applied to delivery schedules even if they are split up

• Delivery schedule can be performed both on purchase and sales orders

5. Delivery Schedule

Delivery Schedule

6. Document Your ProcessesTask recorder anyone?

• AX2012 allows packing slip correction on both sales and purchase order modules

• Packing slips can also be canceled in both modules• A new, dedicated process is introduced for purchase receipt

corrections, which allows you to correct or to partially or fully reverse a specific, posted product receipt. When you correct or reverse a product receipt, the product receipt does not introduce a new product receipt number, but rather, introduces a new version of the product receipt

7. Packing Slip Correction

Packing slip Correction

• Intercompany relations and policies are set up in a new form that contains the same content as the form used in previous versions. The new setup form can be accessed from a button on the customer and vendor pages

• The setup in this form is shared for the vendor and the customer in the trading relationship, and only has to be defined once. In previous versions, the setup was not shared and had to take place in both the vendor company account and in the customer company account. There are no functional changes because of this change

8. Intercompany Orders

Intercompany Orders

• Simple date field entry• Tricks in numeric fields

9. Tricks with Data Entry

• Standard workflows available out of box for users to setup• Workflows are organization wide or company specific• Workflow user interface allows users to define and maintain WF in a

much easier way that in previous versions• Various Workflow controls like Conditional Decisions, Manual, Parallel

activities, sub-workflows available• Approval limits and signing limits defined at job levels• Ability to escalate Workflows

10. Workflows

Workflows

Workflows- Approval Limits

• Provide ability to enter requisitions using native AX client or enterprise portal using Employee services site

• View approved vendors while entering requisitions or suggest new vendors

• History of purchase requisitions approval process can be viewed as it moves through the approval process

• Purchase requisition lines can be created for different requesters, legal entities, and operating units in one purchase requisition.

• Permissions can be configured to enable a requester to enter requests on behalf of someone else across legal entities.

• Ability to consolidate requisitions from various users based on Vendor or Items

11. Purchase Requisitions

Purchase Requisitions

• http://technet.microsoft.com/en-us/library/aa571220.aspx

12. Use More Keyboard Shortcuts

• Purchasing policy groups give you the ability to create multiple purchasing policies and apply them to different parts of the enterprise. Purchasing administrators can define a collection of purchasing Policies as a purchase policy group and then apply those policy groups to different sets of requisitioner’s

• Ability to specify Catalog, Category access policy, Purchase Requisition control rules

• Specify RFQ creation policies from purchase requisitions• Specify price tolerance and error processing conditions for

requisitions• Specify demand consolidation policies: limit by categories

13. Procurement Policies

Procurement Policies

• Supply schedule form can be used to see an overview of the current demand and supply situation for a product or product family. In the Supply schedule form, you can do the following:

• View product supply information that is filtered according to location, master plan, and time period.

• Monitor and analyze the supply situation. • Make changes to the planned supply. • Period templates are user defined and can be used on the supply

schedule form to look at the information in various buckets

14. Supply Schedule

Supply Schedule

Supply Schedule- Period Templates

• Date ranges in your queries• Save them as cues• Quickly send reports of results

15. More Effective Queries

• Resources are associated with resource groups but they are not site specific.

• Requirement types that can be associated to a single operation are• Resource• Resource Group• Capability• Certificates• Skill• Title

• Ability to prioritize resources • Ability to view applicable resources at time of adding an operation• Ability to schedule employees based on capabilities, skill, titles etc.

16. Resources and Operations

Resources

• AX2012 allows for Mixed mode production. Both Lean and Discrete production can be used on the same item

• Lean manufacturing can also be setup for sub-contractor work . Purchase agreements are used to define vendor agreements

• Lean allows users to print circulating Kanban cards, One time kanban Cards and pick lists

• Automatic replenishment of material when kanban card is consumed

17. Lean Process Features

Production Flow Models

• Add text specific to pick list, pack slips, etc.• Create a URL attachment

18. Notes and Attachments

• Identify your company’s basic business processes and product families, and map them as production –flows

• Describe each production flow as a sequence of activities. A transfer activity defines a movement of material. A process activity defines a value-added operation that is applied to a product.

• Set up work cells as resource groups that can run process activities. • Set up production flow models to define the capacity settings for

each work cell. • Specify TAKT times on each production flow

19. Production Flows

Production Flows

• Provides ability to create withdrawal Kanbans and Manufacturing Kanbans

• Kanbans to plan, track, and run production and replenishment operations that are based on pull signals

• Kanbans can be replenished by• Fixed Quantity Kanbans• Scheduled Kanbans• Event Driven Kanbans

• www.microsoft.com

20. Kanbans

• Create a pivot table from SQL analysis

21. Reporting in Excel

• Kanban schedule board – Provides an overview of the kanban jobs that are scheduled for a work cell. The kanban jobs and status are displayed in planning periods that are defined in the production flow model. The capacity percentage per planning period is also displayed, so that you can monitor the scheduled load. You can complete tasks such as changing the status of kanban jobs and rescheduling Kanban jobs to different planning periods

22. Kanban Board

Kanban Board—Scheduling Board

• Kanban board for process jobs – Provides an overview of the current production situation for a work cell. The information is grouped and displayed by tab to support different production-related roles and their main tasks, such as scheduling upcoming jobs, preparing picking lists, monitoring kanban levels in supermarkets, and registering kanban job status

• Kanban board for transfer jobs – Provides an overview of the current transfer jobs. You can perform tasks, such as updating and registering picking lists, and starting and completing transfer jobs.

23. Kanban Board

Kanban Board—Process Jobs

• Provide ability to Block the inventory transaction that was received, to prevent anyone from using the stock till the quality order has been processed

• Ability to generate quality orders based on storage and tracking dimension groups

• Ability to use Inventory blocking form to put on-hand inventory on hold manually

24. Quality Management

Quality Management

• Use electronic signatures

25. Step up your security

• Instead of granting access to specific tables, fields, and menus, administrators can now grant access according to roles and duties. The administrator defines the roles used in the organization and assigns user to those roles.

• More than 90 out of box roles defined• After a role is defined, it can be used across multiple companies

and organizations • Administrators can set up rules for segregating duties to ensure that

a user does not gain access to conflicting duties. • Audit trails and reports to evaluate security setup are built into the

application

26. Security Roles

Security Roles

• Case management can help you track cases that are brought forward by customers to resolve problems, answer questions, or replace purchased items

• Workflows can be associated with cases to route the case to the appropriate individual in your organization

• Cases can be accessed and maintained from Enterprise Portal• Knowledge articles can be associated with cases to help customer

service agents resolve cases

27. Case Management

Case Management

• Change fonts and colors

28. Take Personalization to the Next Level

• The ability to ensure that purchase order lines for service type products do not create inventory transactions, and that physical inventory or financial ledgers are not updated during receipt and invoice updates

• The ability to ensure that, when required, purchase order lines for item type products do not create inventory transactions. This will typically be a scenario for indirect material expensed directly

• The ability to purchase items not defined in the item table—essentially a “free text” order.

29. Decouple Order management and inventory control

Purchase Non-inventory Items

• AX2012 Process industries allows items to be configured to inherit shelf life and batch attributes from intermediate items of the finished goods

• You can define attributes for both the finished items and their ingredients, and select which ingredients pass along their characteristics or attribute values to the finished items

• You can also set the co-product also updated with the same shelf life and batch attributes.

30. Lot Inheritance

• Enterprise search

31. Find Everything You Need

• ?

32. Graphical load builder

www.microsoft.com

Thank you

Questions?

Next stepsKey actions, resources and Convergence-related sessions/activities

Submit your session evaluation through our mobile event app or by logging into My Convergence on your PC.

Review and relive session recordings and PowerPoint files inside My Convergence.

The Convergence Experience Center has free technical support, Convergence theater presentations, demonstrations and the social experience, featuring the Media Wall and live social feeds.

Use the #MSDynAX and #conv13 hashtags

Scan this tag to get points for participating in this session.

Access Explore Socialize

Did you know that it takes just 5 minutes to help improve Microsoft Dynamics AX documentation? Take the survey at http://t.co/mvBzFNzi.

Survey

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.