need to improve efficiency need to control costs need to improve employee productivity
TRANSCRIPT
Managing your Travel & Expenses with Dynamics AX 2012
Claudia Betz-Haubold Senior Program ManagerKyle Young Senior PM LeadMicrosoft Corporation
BRK339
Disclaimer© 2012 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. Other names and brands may be claimed as the property of others.
Microsoft Dynamics AX 2012 R2 is a pre-release product under development. 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. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.
Pains and Challenges
Need to improve
efficiency
Need to control costs
Need to improve
employee productivity
What Did We Do in This Release?Taking self-service to new levels
Empower employee
self-service
Efficient processes
Enforce policy and
process
Today You Will See…
Ordering products and
services
Expense and order
approval
Travel and Expense
management
Meet Luke: Project ManagerAlways on the go to assure on-time and on-budget projects
Luke is planning a business trip and needs to do the following:• Create travel requisition• Capture expenses during the
trip• Complete expense report• Order a copy of Microsoft®
Office and a monitor
Meet Claire: ManagerEnabling her people to succeed with appropriate enforcement
Claire needs to review and approve:• Travel requisitions• Expense reports• Employee purchases
Demo 1: Travel requisition
Ordering products and
services
Expense and order approval
Travel and Expense
management
Travel requisition
Demo 2: Mobile expense capture
Ordering products and
services
Expense and order approval
Travel and Expense
management
Mobile expense capture
Demo 3: Expense report
Ordering products and
services
Expense and order approval
Travel and Expense
management
Expense report
management
$
Demo 4: Order products
Ordering products and
services
Expense and order approval
Expense report
management
Demo 5: Approval
Ordering products and
services
Expense and order approval
Expense report
management
Tips from the session
Control travel and expense spending with travel requisitionEnable mobile expense capture
Efficient expense report creation
Leverage the benefits of self-service procurementFlexibility based on procurement categories and catalog“Punch out” to online supplier catalogs
What we showed todayLeveraging self-service across the organization
Mobile expense capture
Expense report
management
Travel requisition
Ordering products and
services
Expense and order approval
?
Next Steps
Questions
Learn Information Source: Search for “Expense” “Credit Card” “Self-Service” “Procurement”
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.