Microsoft Dynamics AX 2012 R3 New Features

In this article we will try to list the several features that are added or changed in Microsoft Dynamics AX 2012 R3 with short detail later on we will cover complete detail of each feature one by one

Following are the features that are added or changed in R3:

  1. Call center: A new retail channel type is added in a call center
    1. Workers take customer orders over the phone and create sales orders.
    2. Call centers can be added
      1. To organization hierarchies
      2. can be managed together with online stores and retail stores
    3. General ledger:
      1. Opening balances can be transferred for balance sheet accounts to a new fiscal year in multiple companies at the same time.
      2. The results of the accounting entries for stocked items on product receipts and vendor invoices are combined into one subledger journal entry and voucher.
    4. Inventory and warehouse management:
      1. Item price comparison:
        1. Costing version to the pending prices in another costing version
        2. costing version to the active prices on an effective date
  1. On-hand quantity added (Being displayed) to The Inventory aging report
  2. The inventory value, and the related aging periods for a selected item are added
  1. Master planning: Demand forecasting is a set of tools that enable you to estimate future demand and create demand forecasts based on historical transaction data. It includes
    1. Prerequisite setup tasks before you can use demand forecasting
    2. Baseline forecast from historical demand data that is gathered and loaded in a Microsoft SQL Server Analysis Services cube
    3. Open the demand forecast file
      1. Use the PivotTable tools in Excel to filter and display the forecast data that is stored in the cube
    4. Microsoft Dynamics ERP RapidStart Services
      1. Microsoft Dynamics ERP RapidStart Services lets partners and customers configure an installation of Microsoft Dynamics AX 2012 by using a cloud-based, interview-style questionnaire
      2. Partners, independent software vendors (ISVs), and customers can create, maintain, and reuse configurations that reflect their custom solutions.
      3. Partners can also create additional groups of questions to enlarge the scope of a configuration
      4. In the March 2014 release of Lifecycle Services, support for creating and opening RapidStart Services projects for Microsoft Dynamics AX was added to the Lifecycle Services project page. You no longer have to use the online services for Microsoft Dynamics ERP website.
    5. Procurement and sourcing:
      1. Allow to create your own solicitation types
        1. This feature lets you match the procurement requirements for your organization
        2. You can filter on those categories to find documents more easily.
  • You can allow vendors to provide alternate items or services, so that you can be notified of better alternatives or changes to a requested item or service
  1. Production control:
    1. In the Production orders form a new option for automating material reservations has been added to the Reservation field.
      1. In the Reservation field, if you select Release, all materials are reserved when the production order is released.
  1. A new option has also been added to the Production control parameters form, where the default value is specified
  1. Project management and accounting
    1. On-account billing rule type
      1. You can create an on-account billing rule type that is based on the milestones that you specify in the billing rule
    2. Fee transactions
      1. You can create fee transactions and modify the sales price of lines in an invoice proposal.
    3. Public Sector
      1. Publish a request for quotation (RFQ)
        1. You can publish a request for quotation (RFQ) to the public Vendor portal, so that unregistered vendors can view it.
      2. Open and closed purchase orders
        1. Public sector vendors can view all open and closed purchase orders, RFQs, and their details.
      3. Retail

There are lot of new and changed features e.g. “call center is a new channel type” added in retail we will cover in later articles

  1. Sales and marketing
    1. Register serial numbers during the sales process
      1. You can now also register serial numbers during the sales process when you prepare the packing slip or the invoice for a sales order.
    2. Register serial numbers on the packing slip or invoice
      1. You can register serial numbers on the packing slip or invoice either by entering them manually or by using a scanner.

The following list illustrates some of the scenarios that this feature is intended for:

  • Registering serial numbers for items on sales orders on the packing slip or invoice.
  • Customer pickup of sales orders with serialized items.
  • Partial delivery and invoicing of sales orders with serialized items.
  • Correcting packing slips and invoices with serialized items.
  • Returning serialized items.
  • Tracing the history of orders that include serialized items.
  1. Trade allowance management
    1. Define merchandising events
      1. You can define merchandising events, assign a trade allowance to them, and manage customers, invoices, or vendors that are related to the agreement
    2. Manage your trade fund budgets
      1. You can manage your trade fund budgets so that they include specific merchandise, promotion dates, and monetary values.
    3. Process customer payments
      1. You can process customer payments that include deductions.
    4. Royalty payment management
      1. You can create an agreement between a licensee and a licensor.
      2. After above point you can then manage payments between the two parties.
    5. Transportation management
      1. Plan transportation for
        1. Inbound shipments
        2. Outbound shipments
  • Manage routes
  1. Consolidate shipments
  1. Configure rating structures and shop for rates
    1. You can configure rating structures and shop for rates, based on charges such as fuel and customs duties.
  2. Driver check-in and check-out history
    1. You can view driver check-in and check-out history and driver logs.
  3. Warehouse management
  1. You can configure inbound and outbound intelligent workflows.
  2. You can assign orders to clusters to pick from a single location, and configure profiles to control the validation and packing of items into shipping containers. You can also alternate between picking strategies for batch and non-batch items.
  3. You can create, implement, and release work by using batch-scheduled or manual processing of waves.
  4. You can set up cycle counting thresholds, and create ad-hoc cycle counting plans, schedule plans, and cycle count locations and items.
  5. You can set up container groups to order the sequence of the packing process and create templates to support packing strategies.
  6. You can use scanners or other mobile devices to optimize precision in the picking and put-away processes.

Other feature are added in Dynamics AX 2012 R3 we will cover in next article with short detail of Retail


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