Microsoft Dynamics AX 2012 R2 New Features*

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Letitia Carson
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1 Microsoft Dynamics AX 2012 R2 New Features* *For detailed descriptions of the features or more information about Microsoft Dynamics AX 2012, please contact Intelligent Systems Bulgaria.

2 Functional area Accounting framework Accounts payable Accounts payable Accounts receivable Bank, budget, compliance, and fixed assets Budget planning Budgeting Client and server Client and server Data partitioning Enterprise Portal Feature Configure a recurring schedule batch job to clear purchase accrual for product receipt source documents Adjust taxes on an invoice line Integrate a payment calendar to control due dates for payments Record charges on free text invoice lines Create and approve budget plans Enterprise Portal Chart control for visualizing transactional and aggregated business data in Enterprise Portal Improvements to key performance indicators (KPIs) Support for data partitions in cubes Support for data partitions in reports Support for Power View Support for report servers running in SharePoint integrated mode Windows PowerShell commands for deploying cubes Budget planning added Create and approve budget plans Enhancements to the Named user license count report (server) Microsoft Dynamics AX 2012 database split into two databases (server) Data partitions have been enabled to support data isolation Enterprise Portal in Microsoft Dynamics AX 2012 R2 supports Microsoft SharePoint 2013 Products and Technologies Configure a recurring schedule batch job to clear purchase accrual for product receipt source documents Expanded default description support

calendar to control due dates for payments Record charges on free text invoice lines Create and approve budget plans Enterprise Portal Chart control for visualizing transactional and aggregated

3 Fixed financial dimension values balances are updated when a process needs balances Interunit accounting Language translations for the main account name and the financial dimension description Legal entities can have more than one consolidation account. New framework for exchange rate import Shared main account lists Tax registration numbers defined at the party address record level Updates are available to reports Adjust multiple values in the compensation grid simultaneously for fixed compensation plans Copy existing positions, mass update positions, and block position assignments Create a budget for filled or vacant positions Eligibility rules provide greater control and fewer errors when signing workers up for benefits Enhancements to the Benefit setup and Benefits list page HR manager Role Center HR training and development manager Role Center Import worker information Staffing manager Role Center Use an Actions process, with optional workflow, to gather details and easily track history when positions are created or edited Worker education enhancements You can require applicants and employees to pass certain tests to obtain and hold certain positions

New framework for exchange rate import Shared main account lists Tax registration numbers defined at the party address record level Updates are available to reports Adjust multiple values in the

4 Inventory management Inventory management Inventory management Lean manufacturing Microsoft Office Add-ins Microsoft Office Add-ins Microsoft Office Add-ins Payroll You can require applicants and employees to take or pass designated screenings Inventory quantity is calculated automatically for catch weight items Role center enhancements in the Supply Chain Management area Update service for shared products Updated features for lean manufacturing Localize data in the Microsoft Office Add-in Lock a template created by using the Office Add-in Microsoft Office Add-in enhancements Payroll processing has been redesigned to provide a more consistent user interface with simplified setup and data entry. Add a batch attribute actual value to a registered inventory batch Configure an item to inherit shelf life and batch attributes from intermediate items of the finished goods Create an attribute-based pricing formula for a potency item Create sequences for production Define a formula, and perform batch balancing of a potency item used in production Inventory quantity is calculated automatically for catch weight items Provides chemical manufacturers with tools that to manage assets, operating costs, and monitor the impact of decisions on orders, production, inventory, and distribution Changes to Order management features Data partition added for the Order management upgrade Enhancements to the new vendor registration process Enhancements to the purchase order change management process

shared products Updated features for lean manufacturing Localize data in the Microsoft Office Add-in Lock a template created by using the Office Add-in Microsoft Office Add-in enhancements Payroll

5 Public sector Public sector Fulfillment of purchase requisition demand orchestrated by master planning Integration of sales agreements and return orders Product search on Employee Services site Sales auto charges based on tiers and modes of delivery in sales orders Enhanced modeling capabilities in Product configurator Improvements made to the overview of production information, approval and calculation of worker registration on projection jobs, and worker absences Improvements to planning tools The Configuration form in Product configurator is easier to extend Choose a value model for estimate eliminations Consumption of project items on product receipt without an item requirement Enabling intercompany resource scheduling and UX improvements Enhancements to project invoice proposals and printing project documents Expanded support for project budget checks when document lines are saved Improved support for project estimates and revenue recognition Option to designate a project cost price as an effective labor rate Reservation of funds in a project contract Budget analysis inquiry (Public sector) Improvements to Public sector Role Centers and Business Intelligence content Adding an inquiry form to view transactions for online stores Adding the ability to manually enter a coupon code for discount offers

calculation of worker registration on projection jobs, and worker absences Improvements to planning tools The Configuration form in Product configurator is easier to extend Choose a value model for

6 Additional customer information in POS Additional product details are available in POS Component names have changed Customer orders from online stores Customer-facing device support E-commerce investments for omni-channel retail: features help you deploy, manage, and customize an online sales channel that is fully integrated with Microsoft Dynamics AX Enhanced tracing and diagnostics Extending the existing pricing service for point of sale to include the online store Fulfill retail online orders in Microsoft Dynamics AX Group and apply attributes groups and attributes to products and categories in a catalog Improved POS experience Inventory management improvements Multi-version point of sale (POS) support during upgrade Online marketplaces Online stores POS hardware improvements Publish retail product catalogs to create product listings in online channels reporting enhancements Setup improvements for components Support catalog management for the module The store locator service was added for retail and online stores Time clock Upgrade to global store and staff IDs

Extending the existing pricing service for point of sale to include the online store Fulfill retail online orders in Microsoft Dynamics AX Group and apply attributes groups and attributes to products

7 Setup and upgrade View and edit customer information in POS Cases are secured by case category Generate a lead or opportunity record from a campaign or call list target record Update the name of a party from the party record Update, in bulk, the list of party records assigned to an address book Updates to Role Centers and the reporting information provided Data partition assignment for companies during upgrade

the party record Update, in bulk, the list of party records assigned to an address book Updates to Role

Microsoft Dynamics AX 2012 R2 New Feature List

Microsoft Dynamics AX 2012 R2 New List This document provides a list of features by area that are added in Microsoft Dynamics AX 2012 R2. It includes only brief descriptions. For detailed descriptions