Claire, the Accounts Payable Clerk, is entering invoices when her phone rings. She thinks to herself, “I cannot get anything done. Every time I start to make progress, I get interrupted.” She politely answers the phone and assists a vendor who is looking to know if a particular invoice has been paid.
In Microsoft Dynamics® AX 2009, Claire must click about 30 times to find the vendor account, then locate the invoice, and finally find the check number that paid the check. Then the vendor requests to have a copy of the check faxed over. This means that she will have to pull a copy of the check from the file cabinet and fax it.
At this point Claire has spent 15 minutes helping one vendor with what you might think is a very simple task. When she is finished she goes back to entering invoices and the process repeats, all day long.
What if I told you that you can find the check number for an invoice in about five clicks and you can complete the same task in five minutes or less using Microsoft Dynamics® AX 2012? I am sure you can imagine that many people in your company have a similar problem— getting interrupted frequently and spending more time than what seems necessary to solve a simple problem.
Enterprise Search in Microsoft Dynamics AX 2012 enables users to search through data, metadata, and documents that are attached to records by using either the Microsoft Dynamics AX client or Enterprise Portal for Microsoft Dynamics AX. Users can search for common nouns, such as ‘customer’ and ‘cash flow report.’ Users can also search for specific data, such as a customer’s name, product ID, or telephone number. The search box is prominently displayed in the Microsoft Dynamics AX client, and users can view recent search terms in a list.