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Demo Data Overview For Dynamics Ax 2009
Demo Data Overview For Dynamics Ax 2009
Last updated:
March 2010
Initial publication: September 2008 Initial Author: Mukkul Dasgupta, Program Manager, Microsoft Corporation
The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, email address, logo, person, places, or events is intended or should be inferred.
Table of Contents
COMPANY BACKGROUND ............................................................................................................................... 3 COMPANY SETUP ............................................................................................................................................ 4 COMPANY GEOGRAPHICAL STRUCTURE ........................................................................................................................4 FINANCIAL SETUP ....................................................................................................................................................5 Financial calendar ..........................................................................................................................................5 ORGANIZATIONAL STRUCTURE ...................................................................................................................................6 EXPENSE MANAGEMENT ..........................................................................................................................................7 PRODUCT LINE ................................................................................................................................................ 8 PRODUCT GROUP TAXONOMY ....................................................................................................................................9 COSTING/INVENTORY MODEL GROUP ........................................................................................................................10 KEY PRODUCT GROUP PROPERTIES ............................................................................................................................10 BILL OF MATERIAL (BOM) ......................................................................................................................................12 Speaker bill of material ................................................................................................................................12 Home theater system bill of material ..........................................................................................................13 CES SUPPLY CHAIN MANAGEMENT ............................................................................................................... 14 INTERSITE AND INTERCOMPANY SUPPLY CHAIN ............................................................................................................14 CEU SITE 1 SUPPLY CHAIN OVERVIEW .......................................................................................................................15 Site 1 Production ..........................................................................................................................................15 Site 1 Receiving ............................................................................................................................................18 Site 1 Shipping..............................................................................................................................................18 Site 1 Inventory management ......................................................................................................................18 Site 1 Detailed supply chain .........................................................................................................................19 CEU SITE 2 SUPPLY CHAIN OVERVIEW .......................................................................................................................20 Site 2 Production ..........................................................................................................................................20 Site 2 Receiving ............................................................................................................................................21 Site 2 Shipping..............................................................................................................................................21 Site 2 Warehouse management ..................................................................................................................23 Site 2 Detailed supply chain .........................................................................................................................27 CEU SITE 3 SUPPLY CHAIN OVERVIEW .......................................................................................................................28 Site 3 Production ..........................................................................................................................................28 Site 3 Receiving ............................................................................................................................................29 Site 3 Shipping..............................................................................................................................................30 Site 3 Inventory management ......................................................................................................................30 Site 3 Detailed supply chain .........................................................................................................................30 CES DETAILED SUPPLY CHAIN ..................................................................................................................................31 SALES ............................................................................................................................................................ 32 HISTORICAL SALES OVERVIEW ..................................................................................................................................33 Procedure for generating transactional demo data ....................................................................................33 PROCUREMENT ............................................................................................................................................. 35 PURCHASE REQUISITION .........................................................................................................................................35 PROJECT AND SERVICE .................................................................................................................................. 37 PROJECT ..............................................................................................................................................................37 AFTER-SALES SERVICE .............................................................................................................................................37
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Company background
Contoso Entertainment Systems (CES) started out as a family business in the 1970s when home stereo equipment was gaining popularity in the United States. Since then, CES has become a diverse global business that has its headquarters in Seattle, Washington, USA, (Contoso Entertainment USA CEU) and has a European division (Contoso Entertainment Europe CEE) in Germany. This document contains information primarily about CEU. Current annual revenue has just surpassed USD 10 million. CES has grown continuously in the past and has growth expectations of 69 percent for the next three years, which is slightly above industry average. CES is using Microsoft Business Intelligence (BI) technology, which allows CES to share relevant information with all employees and to adapt quickly to changes in the business. CES is a privately owned company, and it is considering going public in the next two years to get equity to expand its manufacturing capability. CES runs a successful retail and distribution business across North America. CES also sells to wholesalers, major accounts, such as hotels and universities, and over the Internet. CES retail stores differentiate themselves by focusing solely on high-end equipment and superior customer service, which are important to their overall brand image. The majority of the CES product line consists of items that are purchased and resold through one or more of its customer channels. These items include audio-visual electronic equipment, such as TVs, Digital Video Recorders (DVRs), receivers, and so on. However, CES prides itself in the manufacture of its speaker line, especially its high-end speakers. It manufactures the speaker enclosures by using either wood or plastic to ensure good overall product design, which is a requirement for its high-end customers. CES also offers its customers the option to custom-design their own speakers and home theater systems (HTSs) by using the Microsoft Dynamics AX Product Builder module. CES started its Project Services division in late 2004 to facilitate the custom design and installation of HTSs for customers it considers to be major accounts (the taxonomy of customers is described in the Sales section). In addition to selling its products, CES also offers installation, maintenance, and repair services. CES has an extensive supply chain throughout North America and Europe. CES is looking to expand into Asia and Asia-Pacific regions in the future. The German division of CES (CEE) purchases its goods directly through CES warehouses that are located in the United States, and then it distributes the goods to its European customers. This process of transferring goods between CEU and CEE is automated through the use of intercompany trading. CEE also offers some selected service plans for the finished goods that are sold in Europe.
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CEC
Contoso Entertainment Consolidation Company (USA)
CEU
Contoso Entertainment USA company (USA)
CEE
Contoso Entertainment Europe company (Germany)
Site 1
Production All speakers
Site 4
Distribution, assembly and service All products
Site 2
Assembly and service Home theater systems
Site 3
Production Standard speakers
Contoso Entertainment Consolidation (CEC) CEC is a consolidation company that summarizes the financial information across CEU and CEE.
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Contoso Entertainment USA (CEU) CEU is the primary company that contains two years of transactional demo data for Basic, Administration, General Ledger, Bank, Fixed Assets, Accounts Payable, Accounts and Receivable, Inventory Management, Intercompany, Production, Master Planning, Customer Relationship Management, Project, Expense Management, and Human Resources modules. (Note: Some modules may contain less than two years of transactional demo data.) CEU also contains base data without any transactions for the Product Builder module. CEU procures raw materials, manufactures the subassemblies and finished goods, and then sells the finished goods to North American customers. CEU also sells the finished goods to Contoso Entertainment Europe (CEE) by using intercompany trading. The company uses a mixed make-to-stock (MTS) and make-to-order (MTO) manufacturing modes and sometimes uses subcontractors to manufacture finished goods. Some items also use configure-to-order (CTO) and assemble-to-order (ATO) manufacturing modes. CEU plans and monitors the supply chain operations across all of the divisions that include central forecasting and intercompany master planning. CEU consists of three physical sites. For more information about the intercompany supply chain, see the Intersite and intercompany supply chain section. In addition to offering maintenance and repair services to North American clients, CEU also provides Project Services to major account customers. CEU is also responsible for shared services, such as centralized payments and statements. Contoso Entertainment Europe (CEE) CEE is based in Germany and is primarily a distribution site with no manufacturing. It has almost no transactional data (but it may be added in future releases of the Microsoft Dynamics AX 2009 demo data), but it does have base data for a German company for some modules. The data, however, is in English. CEE purchases some finished goods from CEU through intercompany trading and other finished goods from vendors and suppliers in Europe. CEE then distributes finished goods to European customers. The company uses a full package sourcing model with long lead times. Contoso Virtual Company (CVC) Contoso Virtual Company (CVC) is a virtual company that contains tables from CEU and CEE. Creation of a virtual company is necessary to demonstrate features, such as centralized payments and the global address book.
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Organizational structure
CEU and CEE have very similar organizational structures, and they are both based on the Microsoft Dynamics Customer Model (www.microsoft.com/customermodel).
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Expense Management
Expense Management is a new module in Microsoft Dynamics AX 2009. The demo data for this module has been prepopulated with all of the setup information, such as expense categories, payment methods, merchants, and so on. Some expense policies and workflow configurations have also been defined. The employees in the following table, have been mapped to a corresponding vendor account: Employee ID Employee Name 4101 Prakash Povvuru 4110 Tricia Burns 5120 April Stewart 7201 Kevin F. Browne 7210 Nancy Anderson Nancy Anderson also has credit card transactions assigned to her out of the box. Expenses can be entered only by using Enterprise Portal. We recommend that you create your own user ID, assign yourself to the Admin security group, and then map yourself to any one of the employees who appear in the preceding table. Then, you will be able to log on to Enterprise Portal for Microsoft Dynamics AX and submit and approve expense reports and have access to Expense Management setup and administration in the client. The employees in the preceding table have prepopulated expense reports assigned to them in different statuses (for example, Not submitted and Posted). To demonstrate how to submit a report, you should open an expense report that has a Not submitted status and itemize any hotel transactions. You will not be able to submit the report until the hotel transactions have been itemized in the demo data. The workflow configurations are set to allow anybody in the Admin security group to approve expense reports. If you want to set up a more realistic scenario whereby you cannot approve your own expense reports, you can change the workflow configurations. The Expense Management module contains setup data, which allows you to submit cash advance requests. To allow you to demonstrate how this feature works to customers, no cash advance request data entries exist in the current version of the demo data.
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Product line
This section presents the taxonomy of finished goods, the product group taxonomy, a table of some of the key properties of the items and item groups, and the bills of material (BOMs) for speakers and home theater systems. CES sells a wide variety of products across its retail segments, store sales, wholesale sales, major accounts, and Internet sales. CES manufactures speakers and home theater systems. All other products are purchased as finished goods from vendors and resold directly to customers. The taxonomy of finished goods sold by CES is presented below: 1. Audio a. Speakers i. High-end speakers 1. 12-inch 2. 14-inch 3. 16-inch 4. Custom ii. Standard speakers 1. Satellite 2. Center channel 3. Subwoofer b. Home theater systems i. 2.1 Channel ii. 5.1 Channel iii. Custom/assembled c. Receivers i. 2.1 Channel ii. 5.1 Channel d. Car audio 2. Video a. Televisions i. Liquid Crystal Display (LCD) ii. Plasma iii. Projection b. LCD video projectors c. Digital Video Recorders (DVR) i. Standard ii. High-definition d. Digital Video Disc Players (DVD Players) i. Standard ii. High-definition
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Finished Goods
Audio
Video
Speakers 13xx
C LCD C S F LCD S F
Car audio
Televisions
Projectors
DVRs 16xx
Standard
DVD players
11xx F 2.1Channel
12xx
17xx
Standard
Custom 1299
Custom
1119
High-end C
Used for color based component selection
F 2.1Channel Plasma S F
F 5.1Channel
110x Projection
Highdefinition
Highdefinition
Center
F 5.1Channel
115x
Satellite
C S
F
Color Size
Configuration
Subwoofer
In the following diagram, the four-digit numbers in the text boxes indicate the item IDs for the corresponding items/groups.
117x
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Yes
Yes Yes
Discounts and commission structure Product Group Sales Home theater systems AR Line Discounts AR Commissions Receivers Televisions Projectors DVRs AR Miscellaneous Charges AR Supplemental Items AR Commissions AR Multiline Discounts AR Commissions Page | 10 Purchasing
Miscellaneous information Functionality Type Production: MTO Production: MTS Production: ATO Product Builder: CTO Sold items Non-sellable items Description (used in/for) 3-level BOM 1-level BOM Assembled items Configurable items Sells directly to customers Not directly sold to customers (Some of these can be sold in parts replacement scenarios.) Items used in Service orders or agreements Items used in the Project module Batch number tracked item Serial number tracked item Considered as indirect expense items, which are not accounted for in inventory Items (numbers refer to IDs) High-end speakers (1100 to 1119) Standard speakers (1150 to 1199) Home theater systems (12xx) 1119 and 1299 1000 to 1999 2000 to 8999
Service Items Project Items Batch Number Serial Number Purchase Requisitions
Projectors (15xx) xx09 (1109, 1209, 2009, 5009, 7009, 8009) Item 1706 (DVD player) Item 1707 (DVD player) Indirect Expense Items (90xx)
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40xx
Wood
Components
70xx
20xx
Enclosure
11xx
80xx
S Wave guide
50xx
Binding posts
50xx
50xx
Jack
C
S Tweeter
30xx
50xx
Mid-range
30xx
Screws
50xx
Damping
30xx
Produce
Assemble
Woofer
50xx
Wiring harness
Purchase C Color
S Grill
50xx
Size
Configuration
60xx
Packaging material
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Assemble-to-order
Subwoofer
Speakers
Satellite speakers
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Legend
Production
Inventory
CEE
CEE Site 4
Other FGs
Purchasing
Sales
Intercompany
CEU
Wood High-end speaker High-end speaker High-end speaker Standard speaker
Secondary Route PCB Plastic enclosure
CEU Site 1
IC
High-end speaker
Other parts
PCB
Standard speaker Standard speaker Standard speaker (Primary) Receiver
CEU Site 3
IC
IC
HTS
Other parts
CEU - Site 2
HTS HTS
Plastic enclosure
Primary Route
The following diagram illustrates the supply chain for CEU and CEE and also between the three sites in CEU. The diagram presents the key product groups that are purchased, manufactured, and sold from each site; it also highlights intersite transfer orders and intercompany trading. Over the following few sections, we present more information about each sites production, receiving, and shipping activities.
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CEU Site 1
Wood High-end speaker
High-end speaker CEE
Site 2
Site 1 Production
Production is divided in two areas: high-end speaker production and standard speaker production. High-end speaker production is mainly MTS with some CTO capabilities. Standard speaker production is MTS based on forecasted stand-alone sales and dependent demand coming from HTS sales.
High-end speakers have three production stages (routes). The two following diagrams show these stages and an example. The upper diagram shows a mini-supply chain for these three stages with work centers. The lower diagram, which is separated by a line, shows an example.
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Site 1 Receiving
The receiving area holds the components that are used in high-end speaker production and standard speaker production. The receiving area has storage areas for wood, parts that go into the enclosure assembly, the high-end speaker, and the standard speaker. Wood is ordered in bulk, and it is stored strategically to cover one month of production demand. The low-cost high-volume parts, such as screws, are managed based on minimum and maximum inventory levels. Expensive components, such as printed circuit boards (PCBs), are ordered based on actual demand. The goods are received against the purchase orders. Some critical parts, such as tweeters, are inspected by using the quarantine warehouse. Raw materials are not serial number tracked or batch number tracked.
Site 1 Shipping
The finished goods are stored in two storage areas that are dedicated for high-end and standard speakers. They are location controlled. The MTO high-end speakers are usually shipped directly to the customer. The MTS standard speakers are shipped to Site 2 for HTS assembly per transfer order requirements. Because of the MTS nature of production, most of the finished goods space is reserved for standard speakers. The warehouse personnel are given pick tickets to pull both MTO high-end speaker sales orders and MTS standard speaker transfer orders from the bulk storage areas. The goods are delivered against the sales or transfer orders with the appropriate documentation. A nightly batch run generates the invoices for the sales orders.
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PCB
PCB
Parts I Parts I
CEU Site 1
Parts II Parts II
IC
High-end speaker High-end speaker
Wood MTO CTO Plastic enclosure Plastic enclosure Secondary route Standard speaker Standard speaker MTS CTO CTO MTO MTS MTO
Wood
Wood enclosure
CEE
Production
Transfer
Purchasing
Transfer
The following diagram shows a more detailed supply chain diagram for Site 1 based on information in the preceding sections.
Mode
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Site 1
Standard speaker (Secondary)
CEE
HTS
Site 3
CEU - Site 2
HTS HTS
Assembly
Inventory Sales
Transfer
Purchasing
IC
Intercompany
Transfer
Site 2 Production
Production in Site 2 is the MTS assembly of home theater systems (HTSs). The site also has ATO capabilities.
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Site 2 Receiving
The receiving area holds the standard speakers and receivers that are used in the home theater system production and all of the other purchased finished goods, including car audio, televisions, projectors, DVRs, and DVD players. The standard speakers are transferred from Site 3 (primary) and Site 1 (alternate) production sites. Standard speakers, receivers, and the purchased finished goods are ordered based on forecasted demand. The goods are received against the purchase and transfer orders. All finished goods are inspected by using the quarantine warehouse.
Site 2 Shipping
The finished goods are stored in several storage areas assigned for each item group. The finished goods storage areas are location controlled. The assembled home theater systems and purchased finished goods are shipped to the customer. The warehouse personnel are given pick tickets to pull sales orders from the bulk storage areas. The goods are delivered against the sales orders with the appropriate documentation. A nightly batch run Page | 21
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Store Zone D
(empty Pallets)
Bulk
Outbound dock
Shelf
Bin Rack Pick Store Zone B Store Zone A Pick storage area
Shelf 1, 2, 3
01-02-03-2
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Store Zone D
Bulk
Bulk storage area
(empty pallets)
Outbound dock
Inbound dock
Shelf
Shelf 1, 2, 3
Store Zone C
Store Zone B
Store Zone A
01-02-03-2
Aisle 1, 2, 3, 4
Rack 1, 2, 3,4,5
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Finished goods, such as DVRs, are tracked by using serial numbers, while HD DVD players, are tracked by using batch numbers.
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Site 1
CEE IC
HTS
Site 3
CEU - Site 2
HTS HTS MTS HTS
Receiver
Receivers
Receiver
ATO
Other FGs
Other FGs
Other FGs
Other FGs
Services
Services
Assembly
Inventory Sales
Transfer
Purchasing
IC
Intercompany
Transfer
Mode
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CEU Site 3
CEE
Production
Inventory Sales
Transfer
Purchasing
IC
Intercompany
Transfer
Site 3 Production
Standard speaker production is mainly MTS. The demand is forecasted based on stand-alone sales and dependent demand coming from HTS sales.
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Site 3 Receiving
The receiving area holds the components that are used in standard speaker production. The goods are received against the purchase orders. Some critical parts, such as tweeters, are inspected by using the quarantine warehouse.
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Site 3 Shipping
The finished goods are stored in storage areas that are dedicated for standard speakers and are location controlled. The MTS standard speakers are shipped to Site 2 for HTS assembly per transfer order requirements. The warehouse personnel are given pick tickets to pull MTS standard speaker transfer orders from the bulk storage areas. The goods are delivered against the transfer orders with the appropriate documentation.
CEU Site 3
PCB
PCB
IC
Standard speaker
Standard speaker
CEE
Parts I
Plastic enclosure
Standard speaker
Primary route
Site 2
Production
Inventory Sales
Transfer
Purchasing
IC
Intercompany
Transfer
Mode
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CEE Site 4
PCB Parts I Parts I Receiver
CEU Site 1
Other FGs
Parts II Parts II
Wood
Wood components Wood components MTO CTO Plastic enclosure Secondary route MTS
Standard speaker
Wood enclosure Wood enclosure MTS CTO Standard speaker High-end speaker MTO
High-end speaker
High-end speaker
PCB
PCB
CEU Site 3
Standard speaker
Standard speaker Standard speaker MTS Primary route Standard speaker (Primary)
Parts I Parts I
Plastic enclosure
Plastic enclosure
CEU - Site 2
Standard speaker
HTS
HTS
MTS
HTS
Receivers
Receiver
ATO Other FGs
Production
Inventory
Other FGs
Purchasing
Sales
The following diagram shows the physical supply chain among the three sites in CEU and CEE.
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Mode
CEU
Services
Services
Sales
CES operates across multiple customer channels to sell its products. The following list contains a taxonomy of the key customer channels. The four-digit numbers in parentheses represent the customer ID ranges of customers in each category. Wholesale (1xxx) o Large (11xx) o Medium (12xx) o Small (13xx) Major accounts (2xxx) o Hospitality (20xx) Hotels (200x) Conference centers (201x) Training centers (202x) Universities (203x) o Entertainment (21xx) Concert halls (210x) Shopping malls (211x) Stadiums (212x) o Other (22xx) Airports (220x) Emerging (221x) Retail (3xxx) o U.S. Retail (30xx) o Europe Retail (31xx) Internet (4xxx) Other (8xxx) Intercompany (9xxx)
A chain of retail outlets across North America and Europe sells CES branded products in traditional retail stores. Each store has a high volume of unique customers. Therefore, each store is set up as a customer. The customer name of the retail stores in the demo data is indicative of its geographical location (for example, customer ID 3002 is Contoso Retail Seattle). CES also distributes its own branded products to retailers other than CES-owned retail stores. CEU distributes goods to retail outlets in North America, while CEE is the distribution center for European retail stores. CESs traditional retail store operations are complemented by its online presence. Because of an extremely large number of registered online customers, CES does not keep the unique customer records in Microsoft Dynamics AX. Instead, CES has one customer registered in Microsoft Dynamics AX that represents all Internet sales. CES distributes products for other manufacturers through its wholesale channel. Each wholesaler is listed as an individual customer. In FY04, CES started distributing audio visual products to major account customers. CES expanded its offering to this customer group in FY05 by providing consulting services to design custom solutions for each major account, as needed. CES considers major accounts as its biggest chance to grow bottom line profitability. CES can expand this channel without having to invest in capital assets because the warehouse and distribution channels are already in place. As a complement to its tangible product line, CES offers service and maintenance agreements for all of its products. Products that are sold with a protection plan from retail stores are serviced in the service division of that retail store. Each major account customer sets up a service agreement for regular Page | 32
servicing and maintenance of equipment that is performed at each customers location. CES also provides repair services for other manufacturers to support their warranties. CES constantly tracks customer input and market trends in order to develop and provide the most technologically advanced products on the market. Analysis of its sales history, along with the tracking of customer input and market trends, enables CES to determine which products should be discontinued or replaced. CES has customers in many countries/regions, and CES handles multiple currencies. The following table contains a list of some customers that do not use U.S. dollars for their transactions. Customer ID Customer Name 1204 2004 2014 2034 2104 2114 2124 2204 Kingbird Wholesales Valley Hotel Berry Conference Center School of Fine Art Cheetah Concert Hall Orchid Shopping Mall Football Stadium Ontario Airport Currency CNY MXN CAD EUR CNY MXN EUR CAD
3. Sales of LCD TVs are growing faster than Plasma TVs, while those of Projection TVs are declining to the point that CES is considering discontinuing those models in one to two years. a. Sales of high-definition TVs (HD) are growing faster than non-HD TVs. 4. TV sales are seasonal. Peak demand occurs throughout the winter holidays (for example, during November and December). There is a minor peak for a few weeks in TV sales at the end of January, generally in the U.S. just before the Super Bowl sporting event. There is a similar peak for a few weeks during the spring holidays during late March and early April. 5. TVs are sold by CEU only to some large and medium wholesale customers. 6. LCD video projectors and their lamps are sold primarily to major account customers, and they are often used in projects and services. Sales of projectors can be seasonal at times; however, sales of projector lamps remain very even throughout the year. Speakers 1. High-end speakers are the next best selling item group after TVs. However, because they are manufactured by CES, as compared to TVs, which are purchased through vendors, high-end speakers are more profitable. 2. Most of the high-end speaker sales go to major account customers in the entertainment industry, such as concert halls, stadiums, and so on. 3. Standard speakers are mainly sold through CEUs retail outlets in North America. 4. High-end and standard speakers sales are generally also seasonal, similar to TV sales. 5. Car audio speakers are a new product line for CEU that began in FY06. Car audio speaker revenue contributions are currently miniscule, but it is the fastest growing product segment, almost doubling in sales annually. The peak of sales for car audio speakers occurs in August and September. The clientele consists of young (secondary school and university students) who want good sound systems in their vehicles. Home theater systems and receivers 1. Sales of HTS and Receivers are seasonal, similar to TVs. They are sold to wholesale and major account customers. 2. The 2.1 channel HTS and receivers sales are declining year-over-year and will most likely be discontinued by CES within a few years. DVD players and recorders 1. Sales of standard DVD players have been declining over the years, to the point that CES no longer sells them through its own retail stores. CES only carries them because a few of its large wholesale customers still demand these, primarily for sales in the Asia-Pacific and Africa regions. 2. HD DVD player sales are increasing and are sold primarily through the retail stores, with some sales to major account customers. DVD recorder sales are increasing modestly as well.
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Procurement
Vendors of CES finished goods typically supply only one type of finished good to CES, such as televisions. Other vendors may supply an assortment of raw materials or packaging items. CES orders components directly from its vendors. Purchase related parameters determine if, how, and when the purchasing is going to be done. The following list contains a taxonomy of vendors. The four-digit numbers in parentheses represent the vendor ID ranges of customers in each category. Video (1xxx) o Televisions (10xx) o Projectors (11xx) o Electronics (12xx) Audio (2xxx) o Receivers (20xx) o Audio (21xx) Services (3xxx) Parts (4xxx) o Speaker internal parts (41xx) o Speaker external parts (42xx) o Miscellaneous parts (43xx) Packaging (5xxx) Tax authorities (7xxx) Other (8xxx) Intercompany (9xxx)
CES vendors are located in the United States and in other countries throughout the world. The following table contains a list of some vendors that do not use U.S. dollars for their transactions. Vendor ID 1003 1202 2003 2103 4003 4103 4203 5003 Vendor Name Fire Televisions Ruby Electronics Wingtip Receivers Woodpecker Audio Smoke Supplier Lake Electronics Beetle Electronics Wide World Importers Currency CNY MXN EUR CAD CAD EUR MXN CNY
Purchase requisition
Purchase requisitions can be created, completed, and approved in CEU. Expense items, users, and employees have been set up in CEU demo data to support purchase requisitioning workflow. Item group and inventory model The Item Group Ind Exp (ID: 9xxx) has been created to consist of items set up to select from for purchase requisitioning. All items within this item group are considered as indirect expense items, which are not accounted for in inventory. All items within this group are associated to vendor 8001, and all items are defined as service items in order to avoid exposing any positive or negative inventory on-hand values. The items are associated with the Inventory Model Group PURCHREQ. This inventory model Page | 35
group has been set up without any inventory ledger integration and allows for both negative and financial inventory. Catalogs Two purchase requisition catalogs have been defined: 1. Purchase Requisition Catalog: Contains catalog items, which are discretely identifiable. 2. The Purchase Requisition Non-Catalog: Contains items from the item group Ind Exp, which are multipurpose and are not by themselves discretely identifiable to a vendor. The distinction between catalog items and non-catalog items, is not a property of the item itself, but is made within the definition of the catalogs for purchase requisition. A catalog item behaves on the purchase requisition as a regular item on a purchase order lines. When a non-catalog item is selected, it does not automatically retrieve trade agreements or vendors, and it forces the user to add required information to the purchase requisition line. Employees/Users and workflow The following list of employees/users can be used in the Purchase Requisitioning workflow. To view the reporting relationships, see the Organizational Structure section. Employee ID 3710 7000 7200 7240 User Alicia Thornber Julia Thunderburk Kevin Cook Susan Burk User Profile PurchasingAgent SalesandMarketingEXE SalesManager OrderProcessor User Group Admin Admin, PRComplete Admin Admin
The purchase requisition workflow that is defined in CEU enables the following scenario. You must log in as one the users to use the workflow. 1. Susan creates a purchase requisition and submits it. a. If the line net amount on any of the lines is 0 (zero) or a vendor is missing on any of the lines, a task is raised and assigned to the PRComplete Role, which is associated with Alicia. Then Alicia adds the missing line price and vendor, and then completes the purchase requisition. 2. Susan is defined with a spending limit on her employee profile of USD 200. a. When Susans spending limit is exceeded, the purchase requisition is assigned to her manager Kevin. Then Kevin has to approve or reject the purchase requisition based on his approval limit of USD 5,000. b. If Kevins approval limit is exceeded, then Julia, who has an approval limit of USD 50,000, has to approve the purchase requisition. 3. Julia is set up as the escalation path if Kevin fails to approve the purchase requisition within one week from the approval being assigned to him. Note: If you log on as any user or create a purchase requisition for any employee other than the four employees who are listed in the preceding table, the purchase requisition workflow will fail because no reporting hierarchy has been defined for other users or employee. You will need to first set up the employee spending limit and approval limit and then define the reporting hierarchy for the employees in CEU who you want to use.
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After-sales service
The after-sales service division generates revenue from a number of streams. Service agreements Some major account customers set up a service agreement to service and manage the equipment that they purchased from CES. Tasks covered by these service agreements can range from changing a light bulb in a projector to delivering and setting up new equipment, moving existing or pre-installed equipment, and so on. The service agreements are managed by CES at three different levels: Gold, Silver, and Bronze, which offer different levels of services, response times, costs, and so on. Service orders Service orders are usually entered when customers call to request repairs to products that are not covered by service agreements. The costs of the services vary depending on the nature of the problem. Service subscriptions Some periodic services, such as subscriptions to the Contoso Entertainment Systems Magazine, which provides information on the latest line of products and other offers, bring in minimal revenue for CES.
Acknowledgements In addition to several internal Microsoft employees who helped create most of the demo data, we want to acknowledge two Microsoft Dynamics consultancy firms that made the largest contributions to the creation of the Microsoft Dynamics AX 2009 demo data. Sunrise technologies Inc (http://www.sunriseconsult.com) created a lot of the base data in CEU, as well as the original diagrams in this document, and STZ IT-BusinessConsulting Lrrach (http://www.stzloerrach.de/en/) created almost all of the data in CEE. Page | 37
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