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©2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks
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TECHNICAL CONFERENCE 2011
LEARN | INSPIRE | INNOVATE
SESSION CODE : BRK232
PRODUCT INFORMATION
MANAGEMENT
IEVGENII KOROVIN
MICROSOFT DYNAMICS AX R&D
MICROSOFT CORPORATION
Today we will show you…
Scope of Product Information Management in AX 2012
The product and product variant paradigms
How to manage the shared product repository
The key product data management processes
How to use products as the core application building blocks
Pains and challenges
Charlie
• Needs transparency across his organization to focus on the most costoptimized product mix
Product Manager
• Needs to control product availability across the organization
Emil
• Needs to easily model new products
What did we do in this release?
• Enabled businesses to work with shared product data
• Introduced a central product creation process
• Enhanced a cross-company scenario by referencing the shared product entity
• Provided a new process-oriented UI to ease the product definition task
Components in action today
Unifying Abstractions
Person
Product
Party
Organization
Party
Party Roles
Product
Master
Customer
Vendor
Prospect
Competitor
Worker
Applicant
User
Purpose
Ledger
Legal Entity
Operating Unit
-Product Master
Chart of Accounts
Organization Hierarchy
Dimension
Hierarchy
Internal Organization
Product Variant
Configuration
Color
Contact
Organization
Size
Ledger Chart of
Accounts Structure
Organization Relationships
Team
Distinct
Product
Dimension
Hierarchy Level
Dimension Attribute
Main Account
E2E Process : Product Management
DEMO 1: Create products
• Product types (items and services)
• Product variants
• Dimension groups
DEMO 2: Release products
• Release process and UI
• Released products and variants
DEMO 3: Finalize product setup
• Product templates
• Product validation
• Inventoried policies
DEMO 4: Create products from legal
entity
• Advanced product creation user experience
DEMO 1: Create products
Persona
Product
manager
Emil, product
designer
Pain Points and Challenges
Features Covered
Results and Benefits
Duplication of items in legal
entities
Enforcement of shared policies
Shared product definition
Product types
Storage and tracking
policies
Transparency and control
of products within the
organization
Definition of shared product
variants
Consistent product
dimensions for each product
master
Product master list page
Configuration technology
Product dimensions
Product variants fact box
Ease of use to model
configurable products by
using built-in configuration
technologies
Emil creates a product definition for 001-Trendy Speakers for the global Contoso
Entertainment Systems
demo
Create products
Concepts & Definitions – Products
Shared entities
Product
Product
Master
Size
Configuration
Color
Distinct
Product
Product Variants
-Product Master
DEMO 2: Release products
Persona
Product
manager
Pain Points and Challenges
Manage availability of
products in your enterprise
Overview of enterprise
product repository
Features Covered
Release
Open releases
Released products list
page
Released products fact
box
Released product variants
list page
Results and Benefits
Structured process for
making products available
Easy and simple process
The global product manager releases product 001-Trendy Speakers to Contoso
Entertainment Systems West and Contoso Entertainment Systems USA East
demo
Release products
Shared entities
Concepts & Definitions – Product data
Product Translation
Item
Size
Service
Configuration
Color
Product
Product Variants
Legal entity
entities
Constrained – based
Released
Product
Released Product
Variants
DEMO 3: Finalize product setup
Persona
Various from
different
departments
Pain Points and Challenges
Ensure defined product in
legal entity
Features Covered
Released products details
form
Product templates
Inventoried policies
Product validation
Results and Benefits
Process-driven UI
Operations in Contoso Entertainment Systems USA East uses templates to finalize
the product setup in their part of the organization, whereas in Contoso
Entertainment Systems USA West, the setup will be done manually
demo
Finalize product setup
Legal entity
entities
Shared entities
Concepts & Definitions – Policies
Product Dimension
Product
Service
Storage Dimension
Tracking Dimension
Default Order Type
Item Group
Model Group
Item
Product
Variants
Released
Product
Released Product
Variants
DEMO 4: Create products and variants from legal entity
Persona
Product
manager
Pain Points and Challenges
One-click product creation
process for legal entity–
specific products
Features Covered
Released products list
page
Advanced product
creation user experience
Results and Benefits
Transparency and control
of products within the
organization
Dynamics AX 2009
experience
Emil uses Released products list page to create product definition for XXR-001Trendy Cords for Contoso Entertainment Systems USA East. The created product is
immediately available for further operation in that company
demo
Create products and variants from legal entity
(as in Dynamics AX 2009)
What more do we need to know about products?
• Product variants can be auto-created
• Product configuration features (BRK234)
• Intercompany scenarios
– MRP planning (BRK233)
– SO-PO product chains (no need for the artificial product mappings)
– Configure products across legal entities (BRK234)
• Acquisition scenarios
– Item ID != Product ID
– Easy product ID renaming
…and a little more
• Procurement catalogs (BRK245)
– Product categories, attributes, related products, product images
• Product-based unit conversion
• Product dimension in the SCM cubes
• New product services
Top 10 Tips from the Session
•
Use Product FKs, not Product ID, in your customizations
•
Dynamics AX 2012 doesn’t provide PLM functionality! It provides foundation for partner solutions
•
Product variant is an ”independent” entity, compare to item combinations in Dynamics AX 2009
•
Use default order type policy, which substitutes ItemType::BOM
•
Use stocked/non-stocked policy to model expenses (no inventory transactions) (BRK246)
•
Use products to streamline intercompany scenarios and reporting
•
Use PIM for centralized product data management approach
•
Use PIM for decentralized product management approach (Dynamics AX 2009 experience)
•
Use new product, storage, and tracking dimensions groups
•
Don’t make any dependency on Item ID == Product ID – Use Product FK instead!
What is our thinking about the future…
Cover more
industry
requirements
Application
uptake
(Recall, Make,
Sell, Buy?)
(Rework of the
inventory
dimensions?)
Master data
management
(Cloud-based
services?)
Products
What we showed you today…
• The new shared product repository concept in Dynamics AX 2012
• How you can define different types of products for your entire organization
• How these products can be authorized for use in your organization
• How to set required inventory policies before products start to be used in the
different parts of your organization
• How to approach centralized and decentralized product data managemant
scenarios
Related sessions
• CHK202: Upgrading Items to Products
• BRK234: The New Way of Configuring Products – The Constraint-Based Approach
• BRK245: Employee Self-Service Procurement Through to Purchase Order Creation
• BRK246: Purchase Order Management
• CHK219: Product Configuration – Deep Dive from a Developer Viewpoint
Q&A
http://blogs.msdn.com/b/DynamicsAxSCM/
Ievgenii Korovin
Visit our Focus Rooms
Risso 6A/B
Risso 6C
Risso 7A
Risso 7B
Risso 8A
•
Evaluation of Implementation
Proposals by Dynamics AX R&D
Solution Architecture & Industry
Experts
•
Gain further insights on Dynamics
AX Industry Solution Offerings
•
Resolution Guidance on Solution
Roadblocks
•
Networking
Focus Topic Highlight
Business Intelligence
Tuesday 2.15pm – 5.45pm
Risso 6C
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 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.