1. What is Microsoft Dynamics AX? Mention some of the advantages.

Microsoft Dynamics AX is an Enterprise Resource Planning (ERP) that is used by large

and medium sized companies. This system enhances efficiency in managing business
processes.MS Dynamics has automated processes and facilitates BI's financial
activities.
The client workspace is the standard rich client interface that an end-user uses.
The workspace consists of various components (figure .1)
 Title Bar
 File Menu
 Address Bar
 Windows, View and Help menus
 Content Pane
 Navigation Pane
 Status Bar

Figure 1

Some of the advantages are:

 User-friendly nature
 Multi-layered architecture
 Separate solutions for each industry
 Multi-language, Multi- currency capabilities
 Localization
 Scalability
 Shorter implementation period
 Trust
 Low complexity and maintainability
 Rapid customization
 Simple Up-gradation process
 Low TCO (Total cost of ownership)
 High ROI (Return of Investment)
 Secure connectivity
 FlexibilitPOy to changes
 2. Describe the purchase order and sales order process. List at least three similarities
and three differences.
Process Similarities Differences
Purchase Orders and Sales 1.Confirmation 1. PO is created from
Orders 2.Product Receipt Accounts Payable or
3.Invoice Procurement and
Sourcing module. SO is
created from Accounts
Receivable or
Sales&Marketing
module.
2. In the PO header must
be defined the Vendor
Account and in the SO
header must be defined
the Customer Account.
3. With the help of PO, the
buyer can place an
order for goods and
services while with the
help of sales order; the
buyer can know the
date, time, and mode of
delivery of goods and
services.

 Below are the steps to be followed for creating, confirming, receiving and invoicing the Purchase
Order in AX 2012.

Step 1 : Account Payable->Common->Purchase Orders ->All Purchase Orders

Step 2 : Click Purchase Order Icon.

Step 3: Enter necessary information in purchase order header screen.

Step 4: Enter Purchase order line information.

Confirming Purchase Order

Step 5 : Select Purchase Menu on Top

Step 6 : Click on Purchase (Confirming PO with regular popup screen) or Confirm (Confirming PO without
popup screen) Button

Receiving Purchase Order (Packing Slip/ Product Receive)

Step 7 : Select Receive Menu on Top

Step 8 : Select Product receipt (Packing Slip)

Step 9 : Enter Packing Slip Information such as Packingslip Number and Qty.

Step 10 : Post Product Receipt

Check Purchase Order Status

Invoicing Purchase Order

Step 11 : Select Invoice Menu on Top

Step 12 : Click Invoice Button (Left)

Step 13 : Enter Invoice Information (Number & Invoice Description) on the screen.
Step 13: Select Post Option on the Top

Check the Purchase Order Status

 The sales order process in AX 2012:

Navigate to module Sales and Marketing OR Accounts Receivable module —> Common –>
Sales order—>All Sales order details—> Click Sales order icon in the Action pane, Sales
order tab, New group.
A new Create Sales order form is opened—> Select Customer account and fill relevant
information in applicable fields—> Click OK at the bottom of the form.

Now Sales order header is created. Sales order form as two icons in action pane
called Header view and Line view in Sales order tab, in Show group as shown in below
screenshot. Here we cannot see both Header and Lines, but we can see only one at a time.
Now select Lines view and select Item in Sales order lines section. Enter Quantity and
price.

To Confirm the Sales order:

Go to Sell tab in Action pane of Sales order form —> Select Sales order
confirmation Icon in Generate group as shown in below screenshot.
To view print preview of Sales order confirmation –> Click Sales order confirmation option
or Icon in Journals group of Sales order action pane as shown in below screenshot. (This is
enabled after posting Sales order confirmation only)

To post Picking list

Go to Sales order form—> select Pick and Pack tab in action pane—> Click Picking list
icon in Generate group —> Posting Picking list form opens –> Click Ok button—> Sales
order Picking list is posted.
To Post Picking list Registration

Go to Sales order form—> select Pick and Pack tab in action pane—> Click Picking list
registration icon in Generate group —> Posting Picking list registration list form opens –>
Click Ok button—> Sales order Picking list registration is posted.
To view print preview of Picking List and Picking list registration copy.

Go to Sales order form—> Pick and Pack tab in action pane –> Select Picking List or Packing
slip as required in Journal group—> a new form is opened and click Print and Preview option
–> Select any option as required in available option.

Post packing slip.

Go to Sales order form—> select Pick and Pack tab in Action pane—> select Packing slip as
shown in below screenshot—> Posting Packing slip form opens—> –> Click Ok button.
To view print preview of Packing slip copy. Go to Sales order form—> Pick and Pack tab in
action pane –> Select Packing slip in Journal group—> Packing slip journal opens –> click
Preview/print icon—> select Copy if you want to print copy of an invoice or Original if you
wish to print the original Invoice.

Now final step in Sales order Posting Invoice

Go to Sales order –> Invoice tab in action pane—> select Invoice icon in Generate group –
> Posting Invoice form is opened—> —> click OK in bottom of the form—> Sales order
Invoice is posted.
To view print preview of Invoice copy

Go to Sales order form—> click Invoice tab on action pane—>select Invoice option in
Journals group—> Invoice journal form is opened –>select overview tab –> select Preview/
Print option—>select from Copy/original invoice as per your requirement—> preview the
Invoice copy

Now we have covered all phases of Sales order like Confirmation, Picking list,Packing
slip and Invoice posting. This is a normal or simple Sales cycle of an item in AX 2012.