Funding engineBilling engine Funding engine.

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

Contracts and Billing for Service Industry Organizations in Dynamics AX 2012 R3Rupa MantravadiProgram Manager

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

Topics

PROJECT FUNDING

BILLING RULES PRINT INFRASTRUCTURE

INVOICING

Contracting and Billing in AX

Funding engine

Funding source

Funding limit

Funding split/ allocation

Billing engine

Project type

Line property OR Billing rules

Deductions and taxes

2 core entities

Funding engine

Funding engine

Funding source

Funding limit

Funding split/ allocation

Project actuals

Posted transactio

ns

Billing engine

Billing engine

Project type

Line property OR Billing rules

Deductions and taxes

Posted transactio

ns

Project invoice

Funding vs BillingWho is supposed to pay?

Contract funding sources

How should the amount be split among the payers?

Funding allocation percentagesFunding rule priorities

Does the NTE cap allow it?

Funding limits

Is this transaction invoiceable?

Project typeTransaction line propertyBilling rule setup (Chargeable categories list and billing method)

Reconciliations?Invoiced customer advances

Retentions?Retention setup on project/contract/billing ruleProject work progress

Applicable taxes and fees?Sales tax group and item sales tax on posted transaction lineFee billing rule setup

Project funding

“Not to exceed” limitsSplit billing setupFunding rules and priorities

Project funding

Funding setup Demo

Rupa Mantravadi

Scenario walkthroughArt academies, Graphic Design Training Center and School of Fine Art want to run an ad campaign to promote visual art courses. Contoso Advertising is hired to produce creative content for the campaign

Content must be produced for TV and Print media. Contoso will be paid on T&M material basis with a cap of 150K USD for TV content and 100K USD for Print. Both academies would be sharing the costs for project equally

School of Fine Art is also interested in advertising on the internet. It asked Contoso to provide with creative content that it would use on sites and at a time of its choosing. This is supposed to be a fixed price initiative

Billing engine

Time and Material T&M project typeT&M Billing ruleT&M with Fee Billing rule

Fixed PriceFixed price project typeProgress Billing ruleMilestone Billing ruleUOD Billing rule

New in R3 Completion status for milestonesDimensions on billing rules

Billing engine

Billing setup Demo

Rupa Mantravadi

Scenario walkthrough continuedThe TV and print media advertising initiative was to be billed on a T&M basis, bi-weekly. It was agreed that Contoso would bill only for Design and Development work categories. Printing and productions costs will not be billed, however, the customers agreed to pay a 15 % fee per each invoice to help cover the costs

The work for internet advertising involved delivering 3 types of creative content. The following is the value of each of the 3 deliverables that Contoso is to work ona. Banner ad: 20K USDb. Pop up ad: 30K USDc. 20s video: 60K USD

School of Fine Art wanted to hold 10% retention for each creative unit billed until it was able to gather information about the effectiveness of the content

Invoicing

WorkflowCustomer advancesModify a draft invoice proposal • New in R3: Update prices• New in R3: Create ad hoc fees

Batch processes

Invoicing

Demo

Rupa Mantravadi

Print infrastructure

• Custom grouping • New in R3: shows transaction detail for T&M billing rule

• Print management options• New in R3: Ability to send the report by email to a named customer

address/ worker title

Print infrastructure

Demo

Rupa Mantravadi

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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.