20120208 Inventory Agreements Inter Company
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Transcript of 20120208 Inventory Agreements Inter Company
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
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Dimensions
…was
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Dimensions
…in AX2012
Product dimension (only on Product Master/ Variants)
Storage dimension
Tracking dimension
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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
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Units of Measure
Global Unit of Measure
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Product Definition
Global Unit of Measure
Defined at global level
‘Unit class’ (Mass, Temp, Quantity, Volume, 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. Cm to Mtr
Inter-class conversions – for units in different classes – e.g. Box to Each
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Product Definition
Global Unit of Measure
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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)
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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.
3. Finalise that released product
• Define fields such as Item Group, Model Group, Storage and Tracking
Groups
Then you can use that released product.
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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, Model Group, Storage and Tracking
Groups
Then you can use that Released product
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DEMO
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Non stocked inventory
On Item Model Group
‘Stocked product’
‘Accrue liability upon product receipt’
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DEMO
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Microsoft Dynamics AX 2012: Supply Chain
Management New Features
Part 2 - Agreements
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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
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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.
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.
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DEMO
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Trade agreements
Overwriting
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Trade agreements
Overwriting
Journals
One view that includes all trade agreements for a selected set of
item, customers, vendors.
Separate the approval role from the creating and maintaining role.
Allows for bulk update.
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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.
Accounts Receivable Parameters
Can be used for the following trade agreements:
Sales price
Sales line discount
Sales multiline discount
Sales total discount
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Trade agreements
Smart Rounding
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Trade Agreements
Smart rounding with Generic Currency
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DEMO
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Microsoft Dynamics AX 2012: Supply Chain
Management New Features
Part 3 - Inter Company
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Intercompany in AX2012
Intercompany setup
Intercompany Agreements
Intercompany Master Planning
Intercompany Goods in Transit
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Intercompany Setup
Intercompany trading relation creates the connection
between a customer and vendor in another entity
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Intercompany Setup
Purchase policies
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Intercompany Setup
Purchase value mapping
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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
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Intercompany Setup
Purchase agreement policies
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Intercompany Setup
Sales order policies
If you activate Unit price equal to cost price, you will not be able
use Intercompany agreements.
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Intercompany Setup
Sales value mapping
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Intercompany Setup
Sales agreement policies
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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
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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
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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
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Intercompany Master Planning
Intercompany Planning groups
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Intercompany Master Planning
Master plan settings
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Intercompany Master Planning
Intercompany Master Scheduling
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Intercompany Master Planning
Planned intercompany demand
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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
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DEMO
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Lesson 4: Intercompany Goods in Transit
Discuss the two new goods in transit reports
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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
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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
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