Friday, April 25, 2014

Call Center in AX 2012 R3

Next May 2014, Microsoft will Release the new version of Microsoft Dynamics AX 2012 - R3 with a lot of new functions and modules, one of the new functions that had been added to Microsoft Dynamics AX 2012 for retail is Call Center for managing Call center department for Retail Organizations (Delivery orders and somebody call). Microsoft have added the call center as a new type of retail channel in Microsoft Dynamics AX 2012 R3. New call centers and call center catalogs are created in the Retail module. Many tasks that are related to the setup and management of a call center are performed in the new Call center.

Features outlines
  • 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.

Wednesday, February 12, 2014

New Warehouse Management Functionality in Dynamics AX 2012 R3

With the release of Dynamics AX 2012 R3, full warehouse management and transportation management will be incorporated into the core AX product. Some of the key elements of the new warehouse management functionality are outlined below.
Integrated Data Collection / Bar-Coding
One of the most notable benefits of the new functionality will be the ability to utilize hand-held data collection devices (bar-code scanners) without the need to purchase 3rd party software. This, of course, allows workers in the warehouse and on the production floor to gain real-time access to Dynamics AX. The bar-coding devices will support purchasing and receiving processes, inventory adjustments, transfers, and stock counts, issuing materials to production orders and reporting production as finished, as well as the pick, pack, and ship process.
Workflow and Process Optimization
Warehouse management functionality does, of course, go beyond simple handheld data collection. Dynamics AX will now support configurable workflows. These workflows can be used to optimize the receiving and put-away processes, as well as the picking, packing, and loading of goods for delivery to customers.
License Plate Numbers
Dynamics AX will now support full License Plate Control, whereby pallets / containers can be assigned a unique license plate number. When receiving or putting away an item, items can be assigned to a specific license plate (i.e. to a specific container / pallet). Then, when that container or pallet is transferred, shipped, or received at a new location, the user need only indicate which license plate is being moved, and all of the items stored on that container/pallet will be updated as well, without having to individually identify them.

Article Source ERP Software Blog