The following table outlines the features that were added in AX 2012 R3.
Module
|
What’s new ?
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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 associate
details with sales items. This feature lets you view additional information
about the selected line in the sales order form, such as images, purchase order information, delivery dates, and other relevant text.
·
You can create
scripts that appear in the Sales order form at the time of order entry.
·
You can prompt
the clerk who enters sales orders to up-sell or cross-sell products.
·
You can set up
and manage continuity programs, in which customers receive regular product
shipments on a predefined schedule.
·
You can create
orders from an item list, which is a saved list of products that customers
frequently order together.
·
You can track the
status of a direct delivery purchase order via the associated sales order,
and use the direct delivery workbench to create and release purchase orders
for direct delivery. You can also specify products that are always sent to
customers via direct delivery.
·
You can perform
full-text searches for products in the Sales order form.
·
Precise control
over pricing for call center sales orders is available.
·
You can view the
calculated margin values for broker royalties and rebates in the sales order
form.
·
Enhanced payment
functionality can be used for call center orders.
·
Default sales tax
groups can be used to create and view default priorities for calculating
sales tax groups.
·
You can create
coupons that can be applied to call center sales orders.
·
Installment
payments can be used in sales orders.
·
Broker support is
available.
·
You can put sales
orders on hold.
·
You can set up an
expedited shipping mode that can be applied to a sales order or sales order
line.
·
Automatic
notification and cancellation for backorders is available.
·
You can track
sales order events.
·
You can view
detailed order status.
·
You can attach
notes to a customer, order, or order line.
·
You can define
letter templates that can be used to generate personalized customer
communications.
·
You can define
fraud rules to warn call center workers about potential fraud situations.
·
RFM analysis can
be performed on customers.
·
You can track
customer statistics.
·
Enhanced
functionality for customer service is added.
·
You can track
customer cases.
·
Sales history can
be purged.
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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 subledger journal entry and voucher.
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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 posting
routine in the BOM journal is redesigned and enhanced.
·
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.
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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.
·
Optional:
Calculate the accuracy of past demand forecasts against past actual demand to
improve forecast accuracy.
·
Optional: Remove
outliers from the historical data to improve demand forecast accuracy.
You can specify whether a customer
forecast is included in the overall forecast. This setting determines how
actual demand reduces the forecasted demand. You can use this setting to
ensure that master planning covers the supply of items that are purchased by
specific customers.
You can select the start time to
schedule production orders. The start time can be the start of the calendar
work day or the current time. The current time option is used with the
delivery date control and capable to promise (CTP) feature.
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Microsoft Dynamics ERP RapidStart Services |
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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.
·
You can define
sets of scoring criteria and scoring methods that can be used to evaluate
bids (RFQ replies).
·
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.
·
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 create
and administer a questionnaire by collecting questions from other users, by
attaching one or more questionnaires to an RFQ at the header level, or by
requiring vendors to complete the questionnaire as part of the reply.
·
After you issue
an RFQ, you can make changes or updates. You can also add attachments,
provided that no replies have been registered. You can communicate these
changes through the Vendor portal to keep prospective bidders aware of
updates.
·
You can hold a
requisition from further processing and indicate the reason for the hold, so
that you can better manage requisitions and communicate status.
·
You can specify
that bids are sealed until the solicitation closing date. These bids are
hidden until bid tabulation starts.
·
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.
The following features are new for
Enterprise Portal for Microsoft Dynamics AX.
·
If the requester
allows this, all vendors can submit an alternate item on an RFQ and provide a
reason for the alternate.
·
All vendors can
enter a charge on the RFQ reply line, in addition to the quantity and unit
price.
·
Customers can now
include a questionnaire with the RFQ and require that you fill out the
questionnaire as part of your bid.
·
Customers can
change the content of an RFQ after they send it. You can view the changes,
and any attachments, on theAmendments FastTab
in the RFQ.
·
Public sector
vendors that are not yet registered on the Vendor portal can access a public,
non–claims-aware site as a "guest," so that they can view publicly
available documents, such as lists of open RFQs and purchase orders.
·
Public sector
vendors can view all open and closed purchase orders, RFQs, and their
details. These details include scoring and award notes on accepted bids.
·
Public sector
vendors can request to reply to RFQs that have been published to the Open requests for quotations list page, even if
they have not been included as a vendor in the RFQ.
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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.
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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.
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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.
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Retail |
·
The call center
is a new channel type that you can set up in theRetail module.
·
The Catalogs form contains functionality that is
available to users who are associated with a call center.
·
Enhanced
usability of info codes by using info code groups is added.
·
Enhanced functionality
for printing product labels and shelf labels is available.
·
Gift card
enhancements are added.
·
You can group and
package individual products in one sellable unit or product kit.
·
Cashiers can
disassemble or reconfigure kits at the point of sale.
·
Cashiers can
sell, return, or exchange kit products at the point of sale.
·
The Retail
loyalty program has been completely redesigned.
·
Cashiers can
issue loyalty cards at the point of sale.
·
Enhancements for
maintaining channel product attributes are added.
·
You can set up
filters to improve searches for retail channel products.
·
IT staff can
configure screen layouts for Modern POS.
·
Customer accounts
can be accessed by retail channels across all locations.
·
You can set up
affiliations and their discounts.
·
You can set up
threshold discounts.
·
You can specify
category-based pricing to more easily manage pricing for many products at the
same time.
·
You can use price
groups to more easily create and manage prices and discounts for retail
products.
·
You can view
detailed information about discount transactions.
·
Enhancements to
buyer’s push are added.
·
Enhancements to
cross-docking are added.
·
In Retail
essentials, you can schedule the periodic export of accounting information,
so that this information can be used by a third-party accounting program.
·
You can specify
that returned products are assigned to different return locations in
inventory, depending on the cashier’s response to info codes that are
displayed at the point of sale.
·
You can determine
and plan a top-down trade fund.
·
You can set up
vendor rebates.
·
You can manage
your trade fund budgets so that they include specific merchandise, promotion
dates, and monetary values.
·
You can set up
rebates that include deductions.
·
By using royalty
payment management, you can create an agreement between a licensee and a
licensor. You can then manage payments between the two parties.
|
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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.
|
||||||
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.
·
By using royalty
payment management, you can create an agreement between a licensee and a
licensor. You can then manage payments between the two parties.
|
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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.
|
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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 create,
implement, and release work by using batch-scheduled or manual processing of
waves.
·
You can set up
cycle counting thresholds, and create ad-hoc cycle counting plans, schedule
plans, and cycle count locations and 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.
|
Other
features
Other features were added or changed in AX 2012 R3.
Feature area
|
What’s new.
|
Microsoft Azure deployments |
In Microsoft Dynamics Lifecycle
Services, Cloud hosted environments is a new tool that you can use to deploy
Microsoft Dynamics AX 2012 R3 environments on Microsoft Azure.
When you use the Cloud hosted
environments tool, you’ll need to select the type of Microsoft Dynamics AX
environment that you want to deploy, such as a demo, developer/test, or
production environment. Based on your selection, the Cloud hosted
environments tool provisions the appropriate number of virtual machines in
Azure. These virtual machines have Microsoft Dynamics AX components (and all
of their prerequisites) already installed on them.
For detailed
instructions about how to deploy Microsoft Dynamics AX environments on Azure,
see Deploy Microsoft Dynamics AX 2012 R3 on Azure using Lifecycle Services.
|
Analysis cubes
|
Microsoft Dynamics AX provides
cubes that you can use to analyze your business data. Three new cubes have
been added in this release:
·
Demand forecast
cube
·
Demand forecast
accuracy cube
·
Trade allowance
management cube
|
Store more than 16 dimensions in
the InventDim table and its DimIdx index.
|
The InventDim table stores
information about inventory dimensions. Before Microsoft Dynamics AX 2012 R2,
the table could store a maximum of 16 dimensions.
A new hash field has been added to
the InventDim table and to its DimIdx index. By following the steps of a
simple workaround, you can now store unique combinations that involve more
than 16 dimensions in the InventDim table and its DimIdx index.
|
Update installer
|
Updates for AX 2012 R3: The Updates page on Lifecycle Services hosts the update installer
for AX 2012 R3 that is used for cumulative updates or the group of most
recent updates. It also provides access to groups of updates that can be used
for slipstream installations. For more information, see Updates for Microsoft Dynamics AX 2012 R3 (Lifecycle Services, LCS).
|
Cloud powered support
|
Cloud powered
support is a part of Lifecycle Services that enables customers to manage
support incidents for all versions of Microsoft Dynamics AX 2012. It enables
you to create a virtual machine in Azure that has the same hotfixes installed
as your local environment, reproduce and record the incident on the virtual
machine and then submit it to our support team. Support follows up by
investigating, and if possible, testing a fix on the virtual machine, and
sending it back to you to verify. For more information, see Cloud powered support (Lifecycle Services, LCS).
  |
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