MICROSOFT BUSINESS SOLUTIONS–AXAPTA 3.0
© 2004 Microsoft Business Solutions ApS, Denmark. All rights reserved.
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with any real company, organization, product, domain name, e-mail address, logo, person, or
event is intended or should be inferred.
Reference Guide
INTRODUCTION
Microsoft
®
Business Solutions–Axapta
®
is an integrated business application
optimized for midmarket and Corporate Accounts Segment (CAS*) enterprises that
operate in the global marketplace. Microsoft Axapta empowers you to accelerate
growth, respond to changing markets and competition, and run your business the
way you want to. The financial management, customer relationship management,
supply chain management, human resource management, project management,
and analytics functionalities work with Microsoft products such as SQL-server,
BizTalk
®
Server, Microsoft Exchange, Microsoft Office and Microsoft Windows
®
to
streamline processes across your entire organization, giving you the insight to
respond rapidly, plan strategically, and execute quickly.
Built on a proven foundation of advanced technology, Microsoft Axapta helps you
seize global business opportunities with support for high transaction rates,
hundreds or thousands of users across multiple sites, and local languages,
currencies, and legal requirements for more than 30 countries. The solution is
delivered through a worldwide network of channel partners that provide specialized
services and local support tailored to your unique needs.
How to use this document:
This quick reference guide is specifically designed to be used by sales and non-
technical staff in Microsoft Business Solution Certified Partner organizations. It can
be used as a knowledge enhancement tool, or to help describe specific modules
and functionality to customers. The language in this document is written in the
second person ("you") form, in order to make it easy for partners to transform the
text into partner-ready statements.
The order of the modules and functionality in this doc follows the Microsoft Axapta
price list, and partners may find it helpful to use this document together with the
price list when working with customers to determine customer requirements for a
Microsoft Axapta solution.
Future supplementary documents will describe other Microsoft Axapta-related
functionality, such as Microsoft FRx, Microsoft Demand Planner, and Microsoft
Axapta Cost Accounting.
MICROSOFT AXAPTA BASE PACKAGE AND DATABASE . . . . . . . . . . . . . . . . . . . . . . . .1
MICROSOFT BUSINESS SOLUTIONS FOR FINANCIAL MANAGEMENT–AXAPTA . . . . . .5
Microsoft Axapta Financials I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Microsoft Axapta Financials II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Microsoft Axapta Electronic Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Microsoft Axapta Fixed Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
MICROSOFT BUSINESS SOLUTIONS FOR SUPPLY CHAIN MANAGEMENT–AXAPTA . .11
Microsoft Axapta Trade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Microsoft Axapta Trade Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Microsoft Axapta Intercompany . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Microsoft Axapta Logistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Microsoft Axapta Product Builder I (Product Configuration) . . . . . . . . . . . . . . . . . . . . . . .17
Microsoft Axapta Product Builder II (Validation Routes) . . . . . . . . . . . . . . . . . . . . . . . . . .18
Microsoft Axapta Product Builder III (Routing Integration) . . . . . . . . . . . . . . . . . . . . . . . .18
Microsoft Axapta Product Builder IV (Advanced Product Building) . . . . . . . . . . . . . . . . .19
Microsoft Axapta Production I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Microsoft Axapta Production II (Routing Management) . . . . . . . . . . . . . . . . . . . . . . . . . .21
Microsoft Axapta Production III (Shop Management) . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Microsoft Axapta Master Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Microsoft Axapta Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Microsoft Axapta Shop Floor Control I (Time and Attendance) . . . . . . . . . . . . . . . . . . . .25
Microsoft Axapta Shop Floor Control II (Job Registration) . . . . . . . . . . . . . . . . . . . . . . . .26
Microsoft Axapta Shop Floor Control III (Payroll Generating) . . . . . . . . . . . . . . . . . . . . . .27
Microsoft Axapta Shop Floor Employee Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Microsoft Axapta Warehouse Management I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Microsoft Axapta Warehouse Management II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
MICROSOFT BUSINESS SOLUTIONS FOR PROJECT ACCOUNTING–AXAPTA . . . . . . .31
Microsoft Axapta Project I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Microsoft Axapta Project II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
MICROSOFT BUSINESS SOLUTIONS FOR
CUSTOMER RELATIONSHIP MANAGEMENT–AXAPTA . . . . . . . . . . . . . . . . . . . . . . . .35
Microsoft Axapta Sales Force Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Microsoft Axapta Sales Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Microsoft Axapta Marketing Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Microsoft Axapta Telemarketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
TABLE OF
CONTENTS
Table of contents
*CAS enterprises are defined as organizations with more than 1000 employees.
The Microsoft Axapta base package gives you the fundamental technology upon
which you can add and build all the features and functionality of Microsoft Axapta.
Microsoft Axapta has been designed with easy customization in mind. The
integrated development environment and powerful, easy-to-use tools help
developers cost-effectively implement, customize, upgrade, and maintain their
solution.
"Microsoft Axapta helps companies accelerate the
speed at which they can do business, offering them a
key competitive edge in today's complex, rapidly-
changing markets. And it enables business leaders to
worry less about day-to-day financial transactions, so
they can focus on the fast, informed decision-making
that is crucial to meeting customer needs."
BILL GATES
CHAIRMAN AND CHIEF SOFTWARE ARCHITECT
MICROSOFT
BASE PACKAGE
Microsoft Axapta Base Package
and Database
MICROSOFT BUSINESS SOLUTIONS FOR
HUMAN RESOURCE MANAGEMENT–AXAPTA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Microsoft Axapta Human Resource Management I . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Microsoft Axapta Human Resource Management II . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Microsoft Axapta Human Resource Management III . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
ADDITIONAL MICROSOFT AXAPTA FUNCTIONALITY . . . . . . . . . . . . . . . . . . . . . . . . .47
Microsoft Axapta Balanced Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Microsoft Axapta Business Process Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Microsoft Axapta Questionnaire I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Microsoft Axapta Questionnaire II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Company Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Domains (Groups of Companies) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Record Level Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Microsoft Axapta Business Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Database Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
COM Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Microsoft Axapta Commerce Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Microsoft Axapta Application Object Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
MICROSOFT AXAPTA ENTERPRISE PORTAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Microsoft Axapta Enterprise Portal Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Microsoft Axapta Enterprise Portal Roles and Functionalities . . . . . . . . . . . . . . . . . . . .66
Employee Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Sales Representative Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Customer Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Vendor Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Consultant Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Questionnaire for Microsoft Axapta Enterprise Portal . . . . . . . . . . . . . . . . . . . . . . . . . .68
Human Resource Management for Microsoft Axapta Enterprise Portal . . . . . . . . . . . .68
Customer Resource Management for Microsoft Axapta Enterprise Portal . . . . . . . . . .68
Product Builder for Microsoft Axapta Enterprise Portal . . . . . . . . . . . . . . . . . . . . . . . . .69
Performance Management for Microsoft Axapta Enterprise Portal . . . . . . . . . . . . . . .69
MICROSOFT AXAPTA CONCURRENT USERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Microsoft Axapta Windows Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73
Microsoft Axapta Enterprise Portal Web Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73
LANGUAGES IN MICROSOFT AXAPTA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
MICROSOFT AXAPTA DEVELOPMENT TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Microsoft Axapta MorphX Development Suite for Microsoft Windows . . . . . . . . . . . . . .81
MorphX Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Microsoft Axapta MorphX Development Suite for Web . . . . . . . . . . . . . . . . . . . . . . . . . .83
X++ Source Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
BUS Layer Runtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
VAR Layer Runtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
The Microsoft Axapta base package provides a foundation of:
• One user
• Three company accounts
• Three dimensions
• Unlimited virtual companies
• One specific language
• Security and user management capabilities
• Menu and form designer with IntelliMorph technology
• One Microsoft Axapta Application Object Server (AOS)
Company Accounts and Virtual Companies
The Microsoft Axapta base package comes with three company accounts:
• A demo account, which can be used for testing and training purposes
(note that testing can also be performed safely by duplicating the application
and database).
• A DAT account, which is used to store non-company-specific data such as user
permissions.
• A company data account, which contains all the busines information that will be
used by the Microsoft Axapta solution.
You can include any given table in a "virtual company." By doing this, you can set
any number of other company accounts to share the data in the virtual company.
For example, you can place a currency exchange rate table in a virtual company,
and share exchange rate data with any number of other company accounts.
You can share inventory across multiple countries or decide to handle the bills of
multiple companies with one shared application. Any changes in the table in the
virtual company will instantly be reflected in all the other accounts which share
that company's data. You can also place any number of tables in a single virtual
company.
Languages
The Microsoft Axapta base package includes one language, which is used to present
the user interface, the online help, forms, reports and menus, printed reports,
invoices, purchase and sales orders and other business documents, and by remote
users in Microsoft Axapta Enterprise Portal interfaces. Additional languages can be
licensed. See Languages, below. Microsoft Axapta also supports double byte
character technology.
System Configuration
All of the functionality of Microsoft Axapta is installed when you perform the initial
implementation, regardless of which modules you have chosen to license. When you
first implement the solution, you get a series of license keys, based on the modules
you have licensed. Each license key opens up a set of system and user configuration
options, and you can choose the specific functionality you need by simply turning on
the appropriate configuration options. Any functionality you don't need to license
remains hidden until the moment you need to unlock it later. Just enter the license
key code for the new functionality, and it will appear throughout the system.
3
Microsoft Financial Management can give you fast, reliable and comprehensive
accounting, financial reporting and analysis capabilities. It lets you extend the
appropriate information access within your business community, so that you can
improve the efficiency of your existing accounting processes.
The simple configuration architecture of Microsoft Axapta leads to faster
implementation, lower implementation and maintenance costs, lower upgrade
costs, and a lower Total Cost of Ownership (TCO).
IntelliMorph
Microsoft Axapta also uses IntelliMorph technology, so that users can hide and
show fields on forms, move fields between tab pages and even add new fields to
forms. Users can make all these changes themselves, without needing to call on
developers for help. Best of all, when users add or delete items on forms, the forms
"morph" automatically so that the user interface always looks appropriate and
balanced.
Database
Microsoft Axapta requires a database for data storage. All your company's business
information is stored in a single database. The simplicity of this all-in-one
architecture can result in easier maintenance and upgrades, resulting in lower TCO.
By using a single database, the solution eliminates the need for database
synchronization and dramatically reduces the risk of data corruption.
The Microsoft Axapta solution itself handles interactions with the database,
including operations like creating indexes, sorting and table synchronization.
Microsoft Axapta works with Microsoft SQL Server 2000
™
and the Oracle 9i
database.
4
FINANCIAL
MANAGEMENT
BASE PACKAGE
Microsoft Business Solutions
for Financial Management–Axapta