PROJECT STATUS REPORT

MICROSOFT DYNAMICS AX 2012 IMPLEMENTATION

Document Reference

PROJECT STATUS REPORT

Customer

SHAHID BUILDERS (PVT) LIMITED

Project

MICROSOFT DYNAMICS AX 2012 IMPLEMENTATION

Issue Number

1.0

Author

Abdul Ghaffar

Owner

ORANET Consulting & Solutions

Date

APRIL 05, 2014

Report Period

Jan 24, 2014 Apr 05, 2014

Disclaimer

Trademark Notices
All product names and services identified throughout this document are trademarks or registered
trademarks of their respective companies.

SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT

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The product names and services are used throughout this document in editorial fashion only and for
the benefit of such companies. No such use, or the use of any trade name, is intended to convey
endorsement or other affiliation.

Copyright
This publication, or any part thereof, may not be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording, storage in an information
retrieval system, or otherwise, without the prior written permission of:

ORANET Training & Solutions

Head Office (Lahore Centre)
ORANET Training & Solutions
55-Commercial Area, Cavalry Ground, Lahore
Ph: +92-42-36619618-9 | +92-322-5883388
E-mail: info@oranet.com.pk

Document Control
Revisions:
Version

Author

Comments

Date

1.0

Abdul Ghaffar

Initial Draft

April 05, 2014

ORANET Training & Solutions

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PROJECT STATUS REPORT

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Table of Contents
Disclaimer......................................................................................................2
Trademark Notices.......................................................................................................... 2
Copyright........................................................................................................................ 2
Document Control...........................................................................................2
Revisions:....................................................................................................................... 2
1. Project Overview.......................................................................................4
2. Project Status Reporting............................................................................4
3. Project Teams............................................................................................5
3.
Overall Progress.................................................................................................. 6
4. Project Details...........................................................................................6
5. Key Decisions Made (in Current Reporting Period).....................................13
6. Work Planned for Next Period...................................................................13

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PROJECT STATUS REPORT

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1. Project Overview
Shahid Builders (PVT) Limited, is currently using SQL Server 2000 / Visual Basic 6.0
Inventory Management System and Quick Book for their Financial System. Due to the
rapid business expansion the company is looking for a more organized approach of
adopting an ERP with its best business practices. Supply Chain Management, Financial
Management, Humane Resource Management, Project Management Accounting are
the main business areas that are more advanced, today; hence require a business
solution to pace the day to day operations with data accuracy.
Shahid Builders (PVT) Limited chose Microsoft Dynamics AX 2012 with its best practices
in above mentioned business domains to be implemented in their premises and Oranet
Consulting & Solutions is awarded the implementation services.
As Oranet Consulting & Solutions we have always considered our valued clients as our
partners and we are grateful to provide our services to Shahid Builders (PVT) Limited.

2. Project Status Reporting

Issue
No.
1.0

Submitted Date
April 05, 2014

Next Issue Expected Date

N/A

3. Project Teams
Project Manager

Mr. Kamran Latif

Coordinator

Mr. Naeem Ijaz Ali

Coordinator

Mr. Abdul Waheed

Coordinator

Mr. Zeshan

Project Manager

Mr. Shahid Aslam

Functional Consultant

Mr. Abdul Ghaffar

Mr. Fawad Butt

Financial Consultant

Mr.

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PROJECT STATUS REPORT

3.

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Overall Progress
Description
Microsoft Dynamics AX 2012 Implementation

Planned
Start
Finish
25-0114
25-0114

25-0114
26-0114

Preparation of User Groups & MOM

26-01-14

26-01-14

Preparation of Test Server

15-03-14

Preparation of Project Plan

Evaluation Phase
Analysis Phase
Design Phase
Deployment Phase
Operations Phase
Installation of Test Server with the following Specs:

Windows Server 2008 R2 Enterprise Edition

Service Pack 1

Intel (R) Core TM i5 CPU 750 @2.67Ghz

Ram: 10.0 GB

64-Bit Operating System

Installation of MS Dynamics AX 2012 R2

Databases

Application Object Server (AOS 6.0)

Client

Management Utilities

Visual Studio Tools

Office Ad-ins

Debugger

.Net Business Connector

Trace Parser

Remote Desktop Services Integration

Rapid Start Connector

Enterprise Portal Installation & Configuration

Development Tools

Debuggers Tools

Reporting Services Extension

Help Server

Enterprise Portal
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PROJECT STATUS REPORT

Enterprise Search

Analysis Services Configuration

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Installation of SQL Server 2012 Enterprise Edition

SQL Server Management Studio

Data Tools

Shahid Builder (Pvt.) Legacy System Activities

Extraction of Data from Current Data base Management (SQL Server 2000 / Visual Basic 6.0)

Extraction of Data from Quick Book

Segregation of Data imported from Legacy System in Excel

4. Project Details
Planne
d
Start

Task Name

Planne
d
Finish

Microsoft Dynamics AX 2012 Implementation

Evaluation Phase
Project Stakeholders Finalization
Project Steering Committee Finalization
Project Steering Committee Meetings
Schedule
Communication Plan Finalization
User Groups Finalization
Team Roles & Responsibilities
Finalization
Project Scope
Statement of work Draft
Statement of work - Meeting
Statement of work - Document
Preparation
Statement of work - Document Signoff
Project Scope Freezes
Project Plan
Plan Project & Resources - Document
Preparation
Project Plan Finalization - Meeting
Project Plan - Document Signoff
Project Plan Freezes
Cutover Date Strategy Finalization
Analysis Phase
Finance Department
Chart of Accounts & Financial
Dimensions
ORANET Training & Solutions

Actual

Actual

Start

Finish

Don
e
%

SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Chart of Accounts
Chart of Accounts Structure
Chart of Accounts - Master Data
Financial Dimensions Structure &
Coding
Financial Dimensions - Coding
Structure
Discussion
Document Preparation
Document Approval
Financial Dimensions - Master
Data
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Locking & Signoff
General Ledger Setup
Currencies & Exchange Rates
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Number Sequences
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
General Ledger Parameters
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Accounts for Automatic Transactions
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Account Receivables Setup
Account Receivables - Parameters
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Customer Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
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SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Receiving & Finalization
Customer Master Details
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Customer Related Misc. Charges
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Payment
Payment Schedules
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Terms of Payment
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Cash Discount Details
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Methods of Payment
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Customer - Posting Profiles
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Customer Aging Buckets
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Account Payables Setup
Account Payables - Parameters
Data Collection Template

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SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Vendor Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Vendor Master Details
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Vendor Related Misc. Charges
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Payment
Payment Schedules
Data Collection Template
Understanding Session
Data Collection Template
Submission
Data Collection Preparation
Receiving & Finalization
Terms of Payment
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Cash Discount Details
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Methods of Payment
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Vendor - Posting Profiles
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
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SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Receiving & Finalization
Vendor Aging Buckets
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Fixed Assets Setup
Fixed Assets Parameters
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Fixed Assets Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Fixed Assets Code Structure &
Master Data
Fixed Assets Coding Structure
Discussion
Document Preparation
Document Approval
Fixed Assets Master Details
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Fixed Assets Locations
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Depreciation Profiles & Books
Depreciation Profiles
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Depreciation Books
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Value Models
Data Collection Template
Submission

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SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Fixed Assets - Posting Profiles
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Cash and Bank Management Setup
Cash and Bank Management
Parameters
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Bank Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Bank Account Details
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Bank Transaction Type & Group
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Check Layout
Layouts Receiving
Receiving & Finalization
Procurement & Sourcing Department /
Purchase Department
Procurement & Sourcing Parameters
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Sales Department
Sales Parameters
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
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SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Inventory Management
Inventory Coding & Structure
Item Coding
Discussion
Document Preparation
Document Approval
Item Dimension Structure
Discussion
Document Preparation
Document Approval
Inventory / Product - Master Data
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Inventory Setup
Item Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Item Model Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Posting Profiles
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Sites
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Warehouses
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Inventory Aisles
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Inventory Locations

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SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Parameters
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Production Department
Production Setup
Production Groups and Posting
Accounts
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Route Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Operations
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Cost Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Resource Groups
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Resources
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Parameters
Data Collection Template
Submission
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SHAHID BUILDERS (PVT) LIMITED

PROJECT STATUS REPORT
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Human Resources Department
Employee Details
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Organization Hierarchy / Departments
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Jobs
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Positions
Data Collection Template
Submission
Data Collection Template
Understanding Session
Data Collection Preparation
Receiving & Finalization
Design Phase
Test Environment
Installation
Dynamics AX 2012 Database
Dynamics AX Application Object
Server
Dynamics AX Client Installation
Service Pack, Patches & Application
Compilation
Dynamics AX Analysis Extension
Dynamics AX Reporting Extension
Dynamics AX Web Applications
Management Reporter 2.0 for
Dynamics AX
Database Backup
Configuration
Module Parameters
Setups & Posting Profiles
Master Data Import
Master Data Verification
Deployment Phase
Acquisition of Opening Balances
User Acceptance Testing
End-User Trainings
Live Servers Installation &
Configurations
Installation
Dynamics AX 2012 Database
Dynamics AX Application Object
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PROJECT STATUS REPORT

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Server
Dynamics AX Client Installation
Database Import
Dynamics AX Analysis Extension
Dynamics AX Reporting Extension
Dynamics AX Web Applications
Management Reporter 2.0 for
Dynamics AX
Database Backup
Configuration
Module Parameters
Setups & Posting Profiles
Master Data Import
Master Data Verification
Operations Phase
Knowledge Transfer
TTT [Train The Trainer Training]
Project Closure
Prepare and Submit Sign-off Sheet
Sign-off
Support
On Site Support

5. Key Decisions Made (in Current Reporting Period)

Decision

Decisio
n
Date

DETAILS
Who made decision and short rationale

(DD-MMYY)

6. Work Planned for Next Period

Import Master Data Setup into AX 2012 Environment

Test System Setup & Configurations
Master data receiving and finalization for the following modules:
o Inventory & Warehouse Management Module
o Product & Information Management Module
o Procurement & Sourcing Module
o Project Management & Accounting Module
o Humane Resource Management Module
o Accounts Payable Module
o Accounts Receivable Module
o General Ledger Module
o Cash & Bank Management Module
o Fixed Assets Module

Preparation of End User Training Manuals

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PROJECT STATUS REPORT

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