Transform® for Advanced Document Process Automation Andy Barnett-Picking K3BS AX Development Manager

What is Transform ? Document Output Management system which: Maintains familiar Dynamics AX user environment Simplifies branded report design Enhances report design capabilities Enhances report distribution Significantly reduces document implementation times

What is Transform used for ? Generating common external business documents e.g. invoices, order agreements, picking lists, labels etc. Reformatting and repagination of documents for maximum impact Distributing printed and electronic documents to point of usage Simplification of data merging and synchronisation between systems Localising document layouts for different regions Barcoding for automated receipt tracking or labelling Automating the delivery of outgoing correspondence Publishing methods including: Print, Fax, or raw data files

Transform Infrastructure All major components of the software can be installed on a single server Transform is frequently deployed in a multiple server environment to accelerate system throughput, reduce latency and manage disaster recovery Typically installed to separate live/development environments, for staging and testing prior to live

Transform Integration Transform For Dynamics AX Production Test Develop Servers Dynamics AX R2 AX Connector AX 4.2 Connector Dynamics AX R3 Output

Transform – Implementation Typically takes a few hours for simple customer facing forms Has been designed for designers and design power users Does not need your most skilled technical professionals Allows designers/power users to quickly change/adapt designs to needs of the business (marketing for example)

Branded quality output is simple Does not require technical coding like SSRS Has been designed so end users and designers can move work away from IT Graphical Interface & Design tools Uses actual data to speed design process

How is SSRS output enhanced ? Enhanced design experience – WYSIWYG design experience with real-time feedback for a faster and more intuitive design experience Dynamic Pagination – Enhances SSRS dynamic pagination capabilities Full barcode support – SSRS has barcode fonts, Transform adds full barcode support Multi-Channel Delivery – Capable of to multiple-destination output in multiple formats with a single invocation Can specify business processing specifics through a simple GUI designer eliminating the need for X++, and Visual Studio expertise Able to simultaneously render and archive documents while producing the original output Image handling – full image rotation and resizing – limited in SSRS Rich output - can tailor subject line and body text to support company branding and enhance user experience

Tools for speed How to Transform the appearance of your output GraphicsDesign elementsHeadings / ContinuationAlignment, Auto-FlowSpacingCalculations 2 hours 1 to 1.5 Days

Enhances AX output capabilities

Bottomline Technologies Bottomline Credentials

Transform - K3 example documents DocumentXML (BASDA) PDF ( ) Fax (Text file) CSV (Text file) PDF (Preview) PrintMulti- label(A4) Despatch Note Invoice Free text Invoice Product Labels* (Various) Pallet Transport Transfer Shipments Customer Account Statement Shipment Manifest* Courier Label(Fedex)* Sales Picking List Sales Confirmation

Examples of Labels Product Labels Product Group ID drives label size choice Multiple labels per A4 page Barcoded labels Product images on label Quantity handling for A4 page labels Courier labels Fedex compliant Barcoded Logos Uses AX2012 WM II shipments

Product Labels - size handling

Demo – Sales invoice & Pick List Designer look and feel Chooser objects XML structure Preview in designer Run from Designer  XML output file  Preview doc in AX2012 Create picking list in 10 minutes Transform Wizard Header info - Logo, delivery address, page no., date Detail line barcode Preview