Bob Pederson and Dan Burke

Microsoft Dynamics® AX 2012:Kingmaker – Manufacturing series Sales Order Entry

November 4, 2011

Manufacturing & Distribution Series

Sales orderThis session is the first of five manufacturing vignettes in a full order to cash scenario. The sales order session takes the user from a manufacturing customer quote to the sales order through pricing, allocation and reservation and eventually to pick, pack, ship and invoice. AX2012 new functionality is featured throughout the presentation.

PurchasingThis session is the second of five and extends the previous sales demand side to a full procurement process. Production planning, sales and forecasting drive the purchasing steps through workflow approvals, release and eventually quality assurance and receipt with invoicing. The demo shows updated planning of purchased materials are then available for sales, distribution and manufacturing consumption.

ManufacturingThis session is the third of five and follows the discrete manufacturing execution process. Production orders will be created, scheduled, started, material consumed and order completed. In the process we will view inquiries, lot/serial control material, and outsource to vendors. All done with the new AX 2012 resource scheduling.

Planning and SchedulingThis session is the fourth of five sessions and demonstrates the power within the planning and scheduling engines within AX 2012. Starting with forecasts, planning methods, and other demand we will plan materials, schedule orders review ‘what-if’s.’ The demonstration will also review fences and parameters within the planning system.

Manufacturing Execution System (MES)This is the fifth and final session for the Distribution and Manufacturing series. In this session shop floor control system for AX 2012 will be demonstrated. We will cover employee timecards, job and route scheduling, bundling of operations, project and manufacturing execution. In addition, timecard approvals, and posting to production orders will be covered.

Sales Quotation – Process View

Sales Order Processing

• Process: Opportunity to Sales Quotation to Sales Order• Process: Sell from stock with pick pack ship• Sales to manufacturing scenarios

• Stocked item• Drop shipped item• Made item• Kitted item• Configured item – capable to promise• Forecasted item – available to promise• Alternative item with supplementary item• Lean item – event• Quality item• Intercompany item

AX2012 features

• CRM now called Sales and Marketing• Quote & sales order creation from customer record• Customer and sales order case management

Demo

Setup and review

• Use a sales order business process• Setting up the demo data• Cake baking approach – preset the

transactions

Q and A

Reference Material

PartnerSource

‒ https://mbs.microsoft.com

• Products

‒ Dynamics AX

‒ Training and Certifications

Partner Resource Kit

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and are trademarks of the Microsoft group of companies. 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.