PROJECT MANAGEMENT MICROSOFT DYNAMICS AX RSM Technology Academy
- Slides: 24
PROJECT MANAGEMENT MICROSOFT DYNAMICS® AX RSM Technology Academy © 2016 RSM US LLP. US All Rights © 2016 RSM LLP. Reserved. All Rights Reserved.
Objectives • Define some basic uses and types of projects. • Features of R&D Projects. • Create a project and enter project transactions. • End project and view project reports. © 2016 RSM US LLP. All Rights Reserved.
ABOUT PROJECT TYPES © 2016 RSM US LLP. All Rights Reserved.
Project Types Time and Material Fixed Price Investment Cost Internal Time © 2016 RSM US LLP. All Rights Reserved.
Construction in Process Company wants to research the cost of building a new warehouse Hours - Time spent by internal employees to discuss the design Expenses – Travel costs to inspect possible warehouse features at other locations © 2016 RSM US LLP. All Rights Reserved.
New Product R&D Company wants to track the costs of developing new products. Hours - Time spent by internal employees to discuss the design, development, production, and testing. Expenses – Production expenses, outsourced design expenses, and so on. Items – Track products purchased and used in the design process. © 2016 RSM US LLP. All Rights Reserved.
Marketing Projects Company wants to track the costs of marketing campaigns against budgets Hours - Time spent by internal employees to discuss the design, setup, configuration. Expenses – Items purchased for trade shows, design costs, and so on. Items – Track products purchased and used in the design process. © 2016 RSM US LLP. All Rights Reserved.
Demonstration • Overview project parameters. • Demonstration project groups. • Create a project. © 2016 RSM US LLP. All Rights Reserved.
CATEGORIES © 2016 RSM US LLP. All Rights Reserved.
About Categories Validation • Worker/Category • Project/Category • Worker/Project © 2016 RSM US LLP. All Rights Reserved. Types • • Fee Hour Expense Items Groups • Must be same type • Posting controls
Demonstration • Create a category group • Create a category © 2016 RSM US LLP. All Rights Reserved.
PROJECT TRANSACTIONS © 2016 RSM US LLP. All Rights Reserved.
Demonstration • Create a project transaction such as an expense or fee. © 2016 RSM US LLP. All Rights Reserved.
Related Project Transactions (Item Tasks) Sales order Purchase order Production order Item requirements © 2016 RSM US LLP. All Rights Reserved.
Demonstration • Create a production order related to a project. • Create a purchase order related to a project. © 2016 RSM US LLP. All Rights Reserved.
Other Project Integrations General journals AP Invoice Journals Budgeting Fixed Assets © 2016 RSM US LLP. All Rights Reserved.
Demonstration • Create and AP Invoice journal for a project. © 2016 RSM US LLP. All Rights Reserved.
PROJECT STAGES © 2016 RSM US LLP. All Rights Reserved.
Default Stages Created Estimated Scheduled In Process Finished © 2016 RSM US LLP. All Rights Reserved.
About Estimation and Elimination Cost post to P/L © 2016 RSM US LLP. All Rights Reserved. Estimate Moves to WIP Eliminate Moved to Ledger, Fixed Asset, or New Project
Demonstration • Show the estimate and elimination forms. © 2016 RSM US LLP. All Rights Reserved.
22 © 2016 RSM USUS LLP. All Rights Reserved.
23 © 2016 RSM USUS LLP. All Rights Reserved.
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