Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
Read More
About UsService OfferingsProduct OfferingsIndustries ServedDownloadsBlog
 
 

Posts Tagged ‘AX’

Dynamics AX 2009 Technology Enables User Experience Customization

Monday, October 5th, 2009

Dynamics AX 2009’ technology provides the capability for users to modify screens easily in Dynamics AX 2009 to meet their requirements and make their jobs easier to perform and data entry much more efficient.

Here is a screenshot of a standard Dynamics AX 2009 customer record screen, showing the general tab:

AX Morphx_2

The user may find that many of the fields are not needed in this form and that navigating between the needed fields is time-consuming.

This is not a problem because Dynamics AX 2009’s technology makes is a simple matter to change the look of this form (and any other forms) to meet the user’s needs.

The user can right click on an unneeded field, or field group, and one of the options includes “hide” as shown below.  Now the user can go through the form and hide any fields or groups that the user does not need.

AX Morphx_1

Here is the same form, after the user has spent some time re-organizing it:

AX Morphx_3

Notice that numerous fields been hidden and that the landscape that the hidden fields used to take up has been automatically rearranged as well.  By the way, this change took less than 2 minutes to make.  Now the user only sees what needs to be seen, thus speeding up data entry.

Keep in mind that access to this functionality is permissions-controlled and that changes made can be done for individual users or system wide.

Contact us through our website or by calling 888-222-8827 to learn how Dynamics AX 2009’s technology can help to make the user experience more efficient and productive.   Ask us also about other features and benefits that Dynamics AX 2009 delivers.

Dynamics AX 2009 Audit Trails Enable Tight Control

Thursday, September 24th, 2009

Companies often times experience the need to figure out what changed in one of their records, who changed it and when.  This can be a laborious, even impossible, task in many systems.  Dynamics AX 2009 , through its audit trail capability, enables companies to automatically track changes made in the system and quickly identify who did it and when.

Setting up the audit trails is straightforward.  The company simply needs to determine which records – item master, general ledger, sales order, etc., to track in the database log.  Then it is a matter of deciding what types of changes to track – additions, deletions, numerical changes – and the company is all setup and ready to track.

(more…)

Dynamics AX 2009 Workflows Automate Business Processes

Thursday, September 17th, 2009

Microsoft Dynamics AX 2009 features a powerful workflow capability that allows companies to mirror their business processes in the system and then automate those processes.

Here are a few examples of workflow templates that come with Dynamics AX (Formerlly Axapta) 2009 and how you can use them to automate and control your processes.

Purchase Requisition Approval

Tom works in the quality department of his company and needs a new test instrument.  His user role in Dynamics AX 2009 does not allow him to create purchase orders but he can create requisitions.  So, he creates a requisition for the test instrument that he needs. (more…)

Dynamics AX 2009 Role Centers Improve User Productivity

Friday, September 11th, 2009

Enterprise Resource Planning (ERP) systems contain a wealth of data and information that decision makers in the organization need to access in order to be as informed as possible about their company’s current state and to enable a proactive approach to managing the business.

Many ERP systems require individuals to navigate through various modules and menus to get to the data in the system relevant to the information they need or tasks they need to perform.  Microsoft Dynamics AX 2009 provides users with a Role center to streamline and enhance the user experience.

(more…)

Efficiency Never Goes Out of Style

Saturday, August 8th, 2009

Today’s business world is filled with buzz words that change from year to year as business improvement techniques come and go. I recently read an article on résumés that emphasized such terms as “team player”, “results oriented”, etc., have gone the way of the dinosaurs. Process improvement models such as TQM (Total Quality Management) have given way to Six Sigma, and JIT (Just in Time) to Lean Manufacturing. But the processes themselves have never gone out of style, and never will, although the next management fad may hang a different moniker on them and package them in a slightly different way. Efficiency and process improvement will never become obsolete, no matter what you call them.

When you purchased your current software system, you went through an installation process with the help of your Clients First implementation team where you defined your requirements, configured your software, set up your processes, and trained your employees. For the first few months on the system, your Clients First software support team helped you work on your issues, write or modify reports, and get to the point where you are probably pretty self sufficient, depending on the size of the company and the role of internal IT staff.

If you have a ‘mature’ implementation, you probably only call Clients First when you have a problem or software related issue. But did you know that we’re much more than “Software Repair People”, we’re Consultants and can help you with your business process requirements beyond your software related needs. If fact, as your business partner, we have a more in-depth perspective of your company than you probably realize. Not only can we do an Account Checkup to see if you’re using your software to its full potential, but we can help you when you’re planning on adding product lines, changing the way you do business, acquiring subsidiaries, downsizing and needing to streamline processes, just about anything that has to do with business processes. There is no need to go to an outside consultancy firm, when you’ve already got one that knows your business, but is still far enough removed from day-to-day operations to provide the objective eye you often need when trying to make improvements.

Is it taking too long to get an order out the door? Do you need a job description for an IT employee? Do you need assistance doing long term planning? Are you adding a department and need to develop process flows? Has the way your company does business changed? Are you using workarounds because you believe your software doesn’t support a function? Has your system been implemented for more than 2 years without a review to ensure that you’re using it in the most efficient way? We’re your business partner and many of our Project Leaders and Implementers are also Business Process Consultants. Call us in the planning stages and we will probably be able to save you a lot of pain later on. Don’t know what your pain is? Call us, and we’ll help you define your pain areas and develop a plan to remediate them. Don’t think your primary support rep has the knowledge? Call and find out. If the primary doesn’t, he/she will bring in someone from our staff that can help you out.

So whether you call if efficiency, good organization, total quality or whatever word they use next week, let Clients First help ensure that it describes you.

Please contact Clients First for more information.  Thanks to Karen Wevick from our Alabama office.