Microsoft
Dynamics AX 2012 R3 comes out with new and changed features. Below are the major topic lists of feature changes
by module.
|
S.No
|
Module
|
Changes
|
|
1
|
Call center
|
·
A new retail channel type is added: call center.
In a call center, workers take customer orders over the phone and create
sales orders. Call centers can be added to organization hierarchies, and can
be managed together with online stores and retail stores.
·
You can create catalogs for call centers, and use
new catalog features.
·
You can prompt the clerk who enters sales orders
to up-sell or cross-sell products.
|
|
2
|
General ledger
|
·
You can transfer the opening balances for
balance sheet accounts to a new fiscal year in multiple companies at the same
time.
·
The results of the accounting entries for
stocked items on product receipts and vendor invoices are combined into one
sub ledger journal entry and voucher.
|
|
3
|
Inventory and warehouse
management |
·
The Compare item prices report lets you compare
the prices in a costing version to the pending prices in another costing
version, or to the active prices on an effective date.
·
The Inventory aging report displays the on-hand
quantity, the inventory value, and the related aging periods for a selected
item or an item group. You can use the report parameters to filter the data
that is displayed on the report.
|
|
4
|
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.
The demand forecasting process
includes the following tasks:
·
Complete the prerequisite setup tasks before you
can use demand forecasting.
·
Create a baseline forecast from historical demand
data that is gathered and loaded in a Microsoft SQL Server Analysis Services
cube.
·
Open the demand forecast file, and use the
PivotTable tools in Excel to filter and display the forecast data that is
stored in the cube.
·
Optional: Make manual adjustments to the
forecasted quantities in the demand forecast file.
·
Import a demand forecast to Microsoft Dynamics AX
so specific companies and forecast models can use the forecast data as input
to master planning.
|
|
5
|
Procurement and sourcing
|
·
You can create your own solicitation types for
requests for quotation (RFQs). This feature lets you match the procurement
requirements for your organization. You can filter on those categories to
find documents more easily.
·
Each line in an RFQ is assigned a number. You can
add items and renumber the list as you require. The numbers appear in all the
RFQ-related documents.
·
You can quickly add vendors for your RFQ who are
approved for selling at least one of the categories on the RFQ lines.
·
You can publish your RFQ to the public Vendor
portal, so that unregistered vendors can see it. All lines on the RFQ are
also sent to the vendors that are selected in the RFQ.
|
|
6
|
Production control
|
·
A new option for automating material reservations
has been added to the Reservation field in the Production orders form, where
the value is set for a specific production order. A new option has also been
added to the Production control parameters form, where the default value is
specified.
In the Reservation field, if you select Release, all materials are reserved when the production order is released. |
|
7
|
Project
management and accounting
|
·
You can create an on-account billing rule
type that is based on the milestones that you specify in the billing rule.
·
You can create fee transactions and modify
the sales price of lines in an invoice proposal.
|
|
8
|
Public Sector
|
·
You can publish a request for quotation (RFQ) to
the public Vendor portal, so that unregistered vendors can view it.
·
Public sector vendors can view all open and closed
purchase orders, RFQs, and their details.
|
|
9
|
Retail
|
·
The call center is a new channel type that you can
set up in the Retail module.
·
The Catalogs form contains functionality that is
available to users who are associated with a call center.
·
Gift card enhancements are added. KITS
functionality has been added.
·
The Retail loyalty program has been completely
redesigned.
|
|
10
|
Sales and marketing
|
·
You can now also register serial numbers during
the sales process when you prepare the packing slip or the invoice for a
sales order.
·
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.
|
|
11
|
Trade allowance management
|
·
You can define merchandising events, assign a
trade allowance to them, and manage customers, invoices, or vendors that are
related to the agreement.
·
You can manage your trade fund budgets so that
they include specific merchandise, promotion dates, and monetary values.
·
You can process customer payments that include
deductions.
|
|
12
|
Transportation management
|
·
You can plan transportation for inbound and
outbound shipments, manage routes, and consolidate shipments.
·
You can configure rating structures and shop for
rates, based on charges such as fuel and customs duties.
·
You can view driver check-in and check-out history
and driver logs.
|
|
13
|
Warehouse management
|
·
You can configure inbound and outbound intelligent
workflows.
·
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.
·
You can set up container groups to order the
sequence of the packing process and create templates to support packing
strategies.
·
You can use scanners or other mobile devices to
optimize precision in the picking and put-away processes.
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