Microsoft Dynamics AX 2009 What's New
The document provides descriptions of the features that are available in Microsoft Dynamics AX 2009.
Published January 2009
Table of Contents
Introduction
Service Pack 1 changes
Electronic signatures
Extraordinary depreciation Italy
PRODCOM report Belgium
VAT declaration Belgium
Time zone updates
Update Enterprise Portal Web sites and migrate Enterprise Portal changes between environments
Common functionality
User interface changes
Export to Excel
Workflow
Directory view
Transaction tracking
Combine Intrastat data transactions that have the same tax exempt number
Select user interface language for the client and Enterprise Portal
Print management enhancements
Automatically create documentation presentation or process diagrams
Batch processing enhancements
Enhanced business intelligence framework
Time zone support added
Workflow support added
Create multiple sites within a company
Integration with Communication Server
Role centers linked to community sites
Setup
Support for localization
Automated prerequisite installation:
Addition of new components
Support for multiple application instances in the same directory
Add modify and remove components
Improved service and maintenance
Upgrade
Code upgrade
Detect code upgrade conflicts
Upgrade project enhancements
Compare Tool enhancements
Estimation report
Data upgrade
Technology enhancements
Layers
Workflow
Business Connector
Version Control System Integration
XML Documentation
Reporting Tools for Microsoft Visual Studio
Navigation pages
Queries and views
Composite query
Cross company support
X++ SQL enhancements
X++ enhancements for CLR interop
Debug a batch job that runs on the AOS
Update cross reference by using ATexe
E-signature subsystem support
Update and delete
Programming model changes
Consume web services
Performance
New documents
MorphX
Business Intelligence
Documentation Changes
Batch server
Enhancements to AOS load balanced
Application integration framework
64 bit server components
Active directory import wizard
Version control system integration
Reverse engineering tool
Accounts payable
Track additional vendor profile information
Assign payment types to methods of payment
Inactivate a vendor bank account
Add miscellaneous charges to a purchase order invoice
Define remit-to addresses
Purchase requisition workflow
Quickly view payment history from the Vendors form
Accounts payable invoice matching
Centralized vendor payments
Withholding tax transaction text
View a check total in the Vendor payment journal report
Product and category catalogs for purchase requisitioning
Save a vendor invoice for a purchase order
Purchase requisitions
Changes to the Purchase order and Posting forms
Request for quotes
Accounts receivable
Shipping carrier integration
Accounts receivable invoice hold
Tracking a customer using a government ID number
Credit cards preapprovals and approvals
Centralized customer payments
Centralized customer statements
Set up reason codes for Accounts receivable
Changes to the Sales order and Posting forms
Look up payment customer number by invoice number
Separate layout for free text invoices
Post invoices based on packing slips
Bank
Check reversals journal and Deposit slip payment cancellations journal
CRM
Global address book
Import leads and business sectors
Define processes
Global address book
Sales force automation (SFA) integration with Enterprise Portal
Lead management in CRM
Opportunity management in CRM
Responsibilities in CRM
Enterprise portal
Compliance module site
Role Centers
Enhancements
Information for Enterprise Portal administrators
Expense management
Set upper diem rules
Personal expense options
Split expenses at the transaction level
Define and apply policy violations
Import credit cards
Enter expenses in Enterprise Portal
Use the Hotel wizard to itemize expense reports
Expense management workflow
Category integration with Project and Production
Define policy violations in Expense management
View expense reports from General ledger
Financials
Approval workflow for financial journals
Extending the use of reason codes for Financials
Allow users to post only journals that they create
Easily post multiple financial journals
Voucher templates
Require Social security and organization numbers in Accounts receivable and Accounts payable
Fixed assets
Update replacement costs and insured values form
Create new fixed assets from Accounts payable
Provide reasons for changes
Reverse an asset transaction even if it is not the latest transaction
Capitalization threshold
Additions form
Linking assets and projects
Reverse fixed asset transactions
Set up reason codes for Fixed assets
Enhanced asset tracking
General ledger
Reversing ledger entries
Fill utility
General ledger reason codes and transaction hold
Mandatory payment preference
Taxes and ledger accounts
Tax groups for customers and vendors
Tax groups for inventory management
Tax groups for free text invoices
Ledger account categories
Intercompany eliminations
Automatic allocation processing
Track budget revisions
Post net income and net loss to multiple dimensions
Human resources
Performance management
Compensation management
Employee setup
Support for Compliance with the Americans with Disabilities Act
Support for compliance with Form I-9
Inventory management
Refill and pallet transport improvements
Improved solution to handle receipt and inspection of returned items
Outbound process changes
Update reservations and physical inventory in a batch
Address information is added to the new Site form
A financial dimension is linked to inventory-related transactions
Production cost variances
Set up production parameters per site
Profit and loss accounts for item transfers
Improved inventory closing
Keep inventory dimensions consistent within lots
Improved weighted average performance
Add electronic signatures to manufacturing processes
Plan for the arrival of expected items
Break down costs for production and manufactured items
Price calculation scheme
Value inventory by standard costs
Specify mandatory inventory dimensions
Create demand and supply plans by using Microsoft Excel
Activity centers for sales and operation plans
Arrival overview form added
Manufacturing
Available-to-promise
Improved job scheduling options with the Gantt chart
Actual cost breakdown
Master planning
Improved master planning performance
Use multiple versions of prices
Bill of materials (BOM) and route version selection
Multisite
Advanced on-hand form
Activate the multisite functionality
Different costs and prices on different sites
Master planning bills of materials (BOM) and route
Time zone and delivery date control per site
Enhanced XML documents to support multisite and new fallback warehouse
Sales orders support multisite and site-specific financial dimensions
Enterprise Portal now supports multisite usage
Multisite and intercompany orders
Purchase orders now support multisite and site-specific financial dimensions
Changes in the Create purchase order and Create direct delivery forms
Request for quote supports multisite usage
Multisite support for product builder
Create and print sales order posting documents per site
Filter production data by site
Specify item settings per site
Master planning in a multisite environment
Improved standard cost
Use bill of material (BOM) levels to control production at multiple sites
Product builder
Product builder rule debugger
Production
Use production units
Project
Integrate costing methods into projects
Project purchase requisition
Track and control project costs
Integration to Production
Export to Excel with Project control
Balance sheet posting of fixed-price and investment projects
Project server integration with Microsoft Office Project
Monitor cash flow
Calculate employee and hour utilization
Export data to Microsoft Excel
Integration of Project and Production
Price group support
User-defined stages for projects
Quality management
Quality management system
Service
New dispatch board to control service order activities
Integration between Sales and Service
Service level agreement
Create and maintain service orders via Web portals
Features for specific countries/regions
Austria
Austrian packing materials fee report removed
Half year depreciation for additional acquisitions
PAYMUL file format for methods of payment
VAT changes for Austria
Australia
Fixed asset low value pool
Belgium
Belgian annual listing report
Payment balance declaration
EU sales listing in XML
Electronic support for ISABEL version
Belgian journal reports
New CODA layout for
Changes to Belgium journal reports
Belgian VAT reports updates
Canada
US fund transfer added to RBC Payment Distribution Service (CA) export format
Denmark
Schematron validation of OIOXML invoices for Danish public authorities
Finland
Intrastat for Finland
Sales tax reporting for Finland
France
Export financial data for French archiving requirements
French check layout
Fixed assets derogatory depreciation for France
Germany
ELSTER updates
Depreciation rate for Reducing balance depreciation method
German EU sales list submitted electronically
Updated XML version for Germany
Iceland
Invoice text on invoice pages for Iceland
Sales tax reconciliation report
Italy
Customer and vendor list for Italy
Yearly VAT communication
IBAN number validation for Italy
Italian fiscal journal
Italian sales tax report
Italian sales tax report updates
Full manual depreciation and depreciation run date
Closing entries are printed on Italian fiscal journals
Netherlands
Export of financial data for XBRL reporting (Netherlands)
Translate numbers in Dutch text
eVAT changes for the Netherlands
Spain
347 Declaration updates for Spain
Transfer customer and sales tax group information to invoices
Sweden
Support for Bankgiro Receivables (BG Max) import files
Switzerland
Revised payment advice report for LSV+
Swedish sales tax report updates
View vendor payments (Sweden)
Thailand
Unrealized VAT posting accounts for Thailand
Turkey
Post net income
Base invoices on packing slips
Print a dimension statement and adjust inflation
Reverse fixed assets transactions
Purchase type and purchase requisition workflow
YTL conversion is removed
Print a Balance List by currency report
Demand confirmation is no longer available
Revalue fixed assets after the useful life is finished
Pro-rata based depreciation of fixed assets for Turkey
Rounding of fixed asset depreciation for Turkey
United Kingdom
UK BACS export file supports larger payment amounts
United States
Process -S United States tax statements
US changes for
US ZIP/postal code +