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
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…)
Microsoft Dynamics AX – A Wealth of Information at your fingertips
Microsoft Dynamics AX, like other Enterprise Resource Planning (ERP) systems, contains 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.
Dynamics AX- Executive Information and Dashboards on Demand
The CEO in an organization needs real time access to financial information in the system. This executive may also be monitoring other key business indicators, generating reports and performing specific tasks in the system. Dynamics AX 2009 provides the CEO with a single screen from which all of a user’s systems interaction are collected.
The Role Center defines typical users activities based on the functions they perform and puts all of these functions and tasks into a “user role”.
Here is a screen shot for a typical CEO’s Role:
Notice that identified Key Performance Indicators (KPIs), delivery statistics, cash flow analysis and a variety of reports are readily available to the CEO. It is a simple exercise to add or change content in each of the user roles.
Next is a screenshot for an Accounts Receivable person’s role.
Notice that this person has ready access to tasks, reports, a to-do list, etc. With some careful thought in setting up each person’s Role Center screen – all users in the organization are one or two clicks away from getting at the information they need and getting their work done in much less time.
Microsoft Dynamics AX – Ready to ‘Role’ out of the box
Dynamics AX 2009 comes with many roles preconfigured with the tasks, links, KPIs, etc., that are relevant to those roles. Keep in mind that these are easily modifiable as well – making each user’s experience custom-made for that user’s exact needs.
Contact us through our website or by calling 888-222-8827 to learn how the Dynamics AX 2009 Role Center can greatly improve your peoples’ access to information and improve their productivity. Ask us also about other features and benefits that Dynamics AX delivers.
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.
Does your ‘make-to-order’ or ‘engineer-to-order’ product come with a variety of options that change each time a product is ordered? Do you need to establish rules to know when you can select which o-ring to use based on product usage and rating? Do you need to create configurable subassemblies as well as top assemblies? Do you populate a project sales order comprised of various products that have specific rules guiding their usage together? Do you want to use a specific numbering series for different items? Do you need the most flexible solution available to run your business, whether it is furniture, pumps, golf carts, or anything else you can manufacture? Look no further.
The e-Con Sales and Product Configurator for Microsoft Dynamics NAV (Navision) and AX (Axapta) is a Web-based configurator that allows manufacturing, distribution, and service companies to configure products, services, quotations, and prices with ease and flexibility. It is fully integrated with NAV and AX, providing a seamless solution for your configurator needs. Our clients have presented a number of challenges for this solution and e-Con has met every one, handling highly complex products as well as relatively simple ones. Check out the link below for a product brochure and call us or EMAIL us for more information.
If you are in the Apparel, Fashion or related industries such as footwear, shoes, handbags, carpeting, home accessories etc, that have to deal with a matrix of properties on your items such as color, size, style, width etc, than we have the solution for you.
Pebblestone Fashion for Microsoft Dynamics NAV, will allow you to handle the many unique complexities that your industry brings. These include:
PLM (Product Life Cycle Management)
Letters of Credit
Traffic Control with Logistics Management, including overseas production and container management
Production instruction reports
Advanced matrix processing on all relevant screens including sales orders, invoices, production, receiving, purchasing etc.
Overview Presentation
Demonstration Video
Brochure
To get more detailed information on this Microsoft based solution Click this image to download our brochure:
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