Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA

BRK411 - Procure to payPar Åkerblom, Victor StehmannProgram managers GFM

IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed

and electronically distributed materials

• Purchase process• Vendor invoice entry

enhancements• Prepayments• Fixed asset acquisition• Purchase accrual• Invoice matching

policies

Alicia - Purchasing April - AP clerk

Today we will show you …

ParticipateInterest groupsBeta programsDiscovery sessionsScenario and prototype validations

Submit Company Nomination http://aka.ms/Kqartn Your Individual Profile http://aka.ms/F1usu2

Contact daxcf@microsoft.com

Join our customer council

Demo

Purchasing

Purchase orderFinancial dimension templatesAccounting distributions

Vendor invoiceNon-PO invoice linesAdjust calculated taxSubledger journal entry

Demo

PrepaymentsPurchase orderCreate prepayment

Vendor invoicePrepayment invoiceApply prepayment

Fixed asset acquisitionPurchase order

Acquire and create fixed asset

Demo

Purchase accrual

ItemsItem model group

Procurement categoryCategory policy rules

Demo

Invoice matching policies

SetupCompany policyMatching policyPrice tolerancesCategory policy rules

InvoiceMatching detailsMatch product receiptApprove discrepancies

Take aways

Invoice entry now supports non-PO-related invoices. Line type must be non-stocked or category-based

Policies define level of invoice matching for vendors and products

Easier creation of invoices based on purchase orders and product receipts

NewCU6 – Check fraud protection (Positive pay)CU6 – 100% prepaymentCU7 – include charges and taxes in FA acquisitionR3 – single voucher for stocked items

THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:

• On the fly from the mobile event app• Communications Kiosks located in the Evergreen Foyer, Grand

Ballroom Foyer and Regency Foyer

• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference

DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.

Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.

Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.

© 2014 Microsoft Corporation. All rights reserved.

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.