Microsoft Dynamics AX 2009Quick Reference Guide

June 2009

IntroductIon

Microsoft Dynamics AX 2009 is a comprehensive business management solution for midsized and larger organizations that works like and with familiar Microsoft software to help you improve productivity. Microsoft Dynamics AX is built to make it easy to do business across locations and countries by consolidating and standardizing processes, providing visibility across your organization, and helping simplify compliance. With Microsoft Dynamics AX, you can be confident your business management solution is, and will continue to be, relevant to the needs of your people and the demands of your industry and business.

Built on a proven foundation of advanced technology, Microsoft Dynamics AX helps customers seize global business opportunities with support for high transaction rates and hundreds or thousands of users across multiple sites. It also includes support for local languages, currencies, and legal requirements for more than 36 countries. The solution is delivered through a worldwide network of channel partners that provide specialized services and local support tailored to your unique needs.

This guide discusses functionality and modules that are available to the majority of countries in which Microsoft Dynamics AX is available.

IMPortAnt This Quick Reference Guide is a dynamic document that will be revised as new product and licensing information becomes available. Please visit PartnerSource for the latest information about Microsoft Dynamics AX, including product updates, licensing changes, and any amendments to the information in this guide.

How to use tHIs docuMent

This Quick Reference Guide is designed to be used by sales and non-technical staff in Microsoft Certified Partner organizations. It is intended for you to use as a tool to familiarize yourself with the full scope of the solution and to help describe specific modules and functionality to customers. It is written in the second person (the subject is you) to make it easy to transform the text into customer-ready statements.

The order of the modules in this document follows the Microsoft Dynamics AX price list. As such, partners may find it helpful to use this document together with the price list when working with customers to determine their business requirements for a Microsoft Dynamics AX solution. Note that while Business Ready Licensing groups many modules into Business Essentials, Advanced Management, Advanced Management Enterprise, and some additional components, this guide describes each module or component of Microsoft Dynamics AX separately. Prerequisites for each module are also described in terms of individual modules rather than by pricing edition. This additional detail will give you a deeper understanding of the modules and components capabilities.

KeY

Introduction Business Essentials Advanced Management Advanced Management Enterprise Additional Components New Functionality

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https://mbs.microsoft.com/partnersource/products/ax

BusIness essentIAlsBusiness essentials Foundation Pack

MICROSOFT DYNAMICS AX BASE PACKAGE AND DATABASE. . . . . . . . . . . . . . . 1ALERTS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3WORKFLOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Financial ManagementFINANCIALS I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4FINANCIALS II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6FIXED ASSETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6UNLIMITED VIRTUAL COMPANIES . . . . . . . . . . . . . 7DIMENSIONS (THREE) . . . . . . . . . . . . . . . . . . . . . . . 7COMPANY ACCOUNTS (UNLIMITED) . . . . . . . . . . . 8DOMAINS (GROUP OF COMPANIES) . . . . . . . . . . . 8

supply chain ManagementTRADE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9TRADE AGREEMENTS . . . . . . . . . . . . . . . . . . . . . . . 10LOGISTICS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

configuration and developmentBUS LAYER RUNTIME . . . . . . . . . . . . . . . . . . . . . . . 12MORPHX DEVELOPMENT SUITE FOR MICROSOFT WINDOWS . . . . . . . . . . . . . . . . 12VAR LAYER RUNTIME . . . . . . . . . . . . . . . . . . . . . . . 13APPLICATION INTEGRATION FRAMEWORK . . . . 14

other Business essentials FunctionalityDATABASE LOG. . . . . . . . . . . . . . . . . . . . . . . . . . . . 15ELECTRONIC BANKING . . . . . . . . . . . . . . . . . . . . . 15APPLICATION OBJECT SERVER . . . . . . . . . . . . . . . 15RECORD LEVEL SECURITY . . . . . . . . . . . . . . . . . . . 16MICROSOFT DYNAMICS ADMINISTRATION CONSOLE ADD-IN FOR WINDOWS ESSENTIAL BUSINESS SERVER . . . . . . . . . . . . . . . . 16TASK RECORDER. . . . . . . . . . . . . . . . . . . . . . . . . . . 17ELECTRONIC SIGNATURE . . . . . . . . . . . . . . . . . . . 17

Business IntelligenceBUSINESS ANALYSIS . . . . . . . . . . . . . . . . . . . . . . . . 17INTEGRATION WITH MICROSOFT OFFICE PERFORMANCEPOINT SERVER 2007 . . . . . . . . . . 18

workspace collaborationENTERPRISE PORTAL FRAMEWORK . . . . . . . . . . . 19UNIFIED COMMUNICATIONS . . . . . . . . . . . . . . . . 19

AdvAnced MAnAgeMentAdvanced Management Foundation Pack

Financial ManagementFINANCIALS III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20COMPLIANCE MANAGEMENT . . . . . . . . . . . . . . . 21

supply chain ManagementWAREHOUSE MANAGEMENT I . . . . . . . . . . . . . . . 21PURCHASE REQUISITION. . . . . . . . . . . . . . . . . . . . 22QUALITY MANAGEMENT. . . . . . . . . . . . . . . . . . . . 22MASTER PLANNING . . . . . . . . . . . . . . . . . . . . . . . . 23

ManufacturingRESOURCES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24PRODUCTION I . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Project AccountingPROJECT I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

customer relationship ManagementMARKETING AUTOMATION. . . . . . . . . . . . . . . . . . 28TELEMARKETING. . . . . . . . . . . . . . . . . . . . . . . . . . . 29SALES FORCE AUTOMATION . . . . . . . . . . . . . . . . 30SALES MANAGEMENT . . . . . . . . . . . . . . . . . . . . . . 31

workspace collaborationEXPENSE MANAGEMENT. . . . . . . . . . . . . . . . . . . . 32APPLICATION INTEGRATION FRAMEWORK WEB SERVICES EXTENSION . . . . . . . . . . . . . . . . . . 32

AdvAnced MAnAgeMent enterPrIse

Financial ManagementCOST ACCOUNTING I (COST CENTER ACCOUNTING) . . . . . . . . . . . . . . . 34COST ACCOUNTING II (OPEN DIMENSIONS) . . . 35COST ACCOUNTING III (INTERNAL COST ACCOUNTING) . . . . . . . . . . . . . 35COST ACCOUNTING IV (FLEXIBLE PLANNED COST) . . . . . . . . . . . . . . . . . . 35

supply chain ManagementINTERCOMPANY. . . . . . . . . . . . . . . . . . . . . . . . . . . 35WAREHOUSE MANAGEMENT II (INCLUDING RFID) . . . . . . . . . . . . . . . . . . . . . . . . . 35DEMAND PLANNER . . . . . . . . . . . . . . . . . . . . . . . . 37

Contents

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ManufacturingPRODUCTION II (ROUTING MANAGEMENT). . . . 37PRODUCTION III (SHOP MANAGEMENT) . . . . . . 38PRODUCT BUILDER . . . . . . . . . . . . . . . . . . . . . . . . 39SHOP FLOOR CONTROL I (TIME AND ATTENDANCE) . . . . . . . . . . . . . . . . . . 40SHOP FLOOR EMPLOYEE RECORDS . . . . . . . . . . . 40SHOP FLOOR CONTROL II (JOB REGISTRATION) . . . . . . . . . . . . . . . . . . . . . . . 41SHOP FLOOR CONTROL III (PAYROLL GENERATING) . . . . . . . . . . . . . . . . . . . . 41

Project AccountingPROJECT II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42PROJECT TIME MANAGEMENT . . . . . . . . . . . . . . . 42

service ManagementSERVICE MANAGEMENT . . . . . . . . . . . . . . . . . . . . 43SERVICE SUBSCRIPTION. . . . . . . . . . . . . . . . . . . . . 44

Human resource ManagementHUMAN RESOURCE MANAGEMENT III . . . . . . . . 44

workspace collaborationMICROSOFT DYNAMICS CLIENT FOR MICROSOFT OFFICE AND WINDOWS SHAREPOINT SERVICES . . . . . . . . . . . . . . . . . . . . . 45ENTERPRISE PORTAL . . . . . . . . . . . . . . . . . . . . . . . 46SALES REPRESENTATIVE ROLE. . . . . . . . . . . . . . . . 47CUSTOMER ROLE . . . . . . . . . . . . . . . . . . . . . . . . . . 48VENDOR ROLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48CONSULTANT ROLE . . . . . . . . . . . . . . . . . . . . . . . . 49QUESTIONNAIRE FOR ENTERPRISE PORTAL . . . . 49HUMAN RESOURCE MANAGEMENT FOR ENTERPRISE PORTAL . . . . . . . . . . . . . . . . . . . . . . . 49PRODUCT BUILDER FOR ENTERPRISE PORTAL . . 49PERFORMANCE MANAGEMENT FOR ENTERPRISE PORTAL . . . . . . . . . . . . . . . . . . . . . . . 50SHOP FLOOR CONTROL FOR ENTERPRISE PORTAL . . . . . . . . . . . . . . . . . . . . . . . 50MOBILE SOLUTIONS . . . . . . . . . . . . . . . . . . . . . . . 50MICROSOFT DYNAMICS EXTERNAL CONNECTOR . . . . . . . . . . . . . . . . . . . . 50

configuration and developmentWEB MORPHX DEVELOPMENT SUITE . . . . . . . . . 51

other Advanced Managemententerprise Functionality

BALANCED SCORECARD . . . . . . . . . . . . . . . . . . . . 51BUSINESS PROCESS MANAGEMENT. . . . . . . . . . . 52QUESTIONNAIRE I . . . . . . . . . . . . . . . . . . . . . . . . . 53QUESTIONNAIRE II . . . . . . . . . . . . . . . . . . . . . . . . . 54

AddItIonAl coMPonents For BusIness essentIAls And AdvAnced MAnAgeMent

Human resource ManagementHUMAN RESOURCE MANAGEMENT I . . . . . . . . . 55HUMAN RESOURCE MANAGEMENT II . . . . . . . . . 56HRM EMPLOYEE RECORDS (MORE) . . . . . . . . . . . 56

environmental sustainabilityENVIRONMENTAL SUSTAINABILITY DASHBOARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

otherX++ SOURCE CODE . . . . . . . . . . . . . . . . . . . . . . . . 57MICROSOFT SQL SERVER RUNTIME . . . . . . . . . . . 57