SUMMARY

• As a Microsoft Certified Professional, Completed Microsoft Certified specialist: Microsoft Dynamics AX 2012 R3 Trade and Logistics, Finance, Manufacturing, Installation and configuration, Development.
• More than 8 years of experience as a functional and technical consultant with multiple Microsoft Dynamics AX full life cycle implementations, Upgrade and Production support experience.
• Experience in Pre - Sales demonstration and involved in meetings of purchasing licenses and server spaces from Microsoft and SaaS plaza
• Involved in defining functional requirements after communicating with the business users and providing with process improvements, Creation of project scope and blue print documentation, AX system configuration, testing and End User documentation.
• Extensive experience in implementing Microsoft Dynamics AX 2012.
• Involved in implementing modules like Finance, Trade & Logistics, Sales & Distribution, BI & Reporting and Production,
• Involved in Integration of AX with various third party applications such as Travel & Expense, Time Entry, Payroll and Freight, Intact, e-banking suite, Compliance and internal controls, Enterprise Asset Management.
• Preparation of Functional Specifications Documents and flow charts, describing interfaces, collecting of master data, testing and reviewing training documentation.
• Trade & Logistics experience includes setup of Inventory, Procurement, Manufacturing, Sales and Quarantine Management.
• Financials experience involves General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), Banking and Dimensions.
• Administration experience involve System Administration, Organization Administration, Human Resources
• Excellent Configuration skills in General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Dimensions and Projects
• Experience in workflow setup for Journal Post, Invoice creation, Sales Order creation, Purchase Order creation, and other administration activities.
• Having extensive experience with customization of AX objects like Tables, Forms, Classes and SSRS Reports etc.
• Have strong knowledge on retail module and Rental module.
• Experience in Master planning module and Production module.
• Experience in creating customized templates using DIEF module
• Technical knowledge on C# .Net, X++ and MorphX environment in Dynamics AX.
• Experience with customization and configuration of AIF services on AX 2009 and AX 2012.
• Experienced with SSRS Reporting and Enterprise portal in AX.
• Experienced with MS SQL server, stored procedures, SQL queries.
• Extensive experience with Performance development and Benchmarking of Dynamics AX. Executing performance tests to simulate various scenarios, interpret results and tune implementation to meet performance objectives within estimated effort and time.
• Involved in creation of various custom reports using SSRS, SSAS, SSIS, Management Reporter and Atlas
• Involved in Customization of Data Migration Framework for easy upload and download of data from AX.
• Experienced in Data migration of Master and Transaction Data from legacy systems for Chart of Accounts, Vendors, Customers and Items.
• Ability to create functional, technical specifications and test cases for unique business processes and ability to quickly develop and customize forms, reports accordingly.
• Ability to develop Forms and deploy in Menu items.
• Worked on many customized retail modules like Order management, Customer management

TECHNICAL SKILLS

ERP Applications: Microsoft Dynamics AX 2012/2009, 4.0, 2.5, 3.0, OMS, Infor

Reporting: Management Reporter, Atlas, SSRS, Zap

MS Tools: MS Excel, MS Word, MS Power Point, MS Visio, MS Access, Sharepoint

Project Management and collaboration tools: MS Project, Arena

PROFESSIONAL EXPERIENCE:

Confidential, PA

MS Dynamics AX Functional Lead

Responsibilities:

• Full cycle implementation of Microsoft Dynamics AX 2012 R3.
• Conducted Fit-Gap analysis workshops and prepared business process requirement documents as per sure step methodology
• Designed Business Process Flows using Microsoft Visio.
• Involved with Microsoft in the process of acquiring AX 2012 R3 Licenses.
• Involved with SaaS Plaza in the process of negotiating terms regarding Server space and maintenance.
• Worked with MS lifecycle services and configured it.
• Creation of Functional specification documents and configurations for financial and supply chain modules.
• Worked on Organization administration configuration and system setup.
• Involved in system landscape architecture and other administration activities.
• Worked on general ledger in setting up main accounts and parameters. Worked on financial dimension definitions and configure account structures. Also, configuring advanced rules with the account structures.
• As part of project Accounting module, Setting up of project validation parameters, Defining the project hierarchies, Creating the projects, Sub projects and its groups, Defining work breakdown structure to the projects, Customizing the stages of projects
• Defining project categories and category groups, Setting of cost price, sales price and price groups, line properties, Defining and Posting free text invoices and purchase orders
• Setting up of Validation groups, Assigning employees to projects and Configuring the forecasting models to the projects (expenses, Fees, Items, Hours)
• Creating working time templates and new resources and adding groups
• Adding funding sources and limits to the projects and Adding funding rules and allocating the funds to projects and Creating of Fixed rate agreement and adding the Grant management to the projects
• Setting up time sheet periods and related parameters and Configuring and Activating invoice approvals through work flow
• Setting up the delegation on time sheets, project invoicing for contracts, invoice proposals and Creating and Configuring project budget properties
• Allocating budgets to periods and Advanced internal projects (Defining ledger posting setups) and Posting all cost to Balance account and moving costs to P&L account through periodic script
• Creating Project groups to Time and Material project and Posting the Hours journal or time sheets to time and material project and expense journal to time and material project and item consumption journal through project item journal or vendor invoices
• Creating the period types for the fixed price projects, cost templates to the fixed price projects and Defining the ledger principles to projects and Posting of WIP through estimates
• As part of the support projects, I have been involved in developing the reports using sql in ssms and deploying the reports in the client portal using xml. Involved in fixing technical bugs in the back end.

Confidential, Atlanta, GA

MS Dynamics AX Functional Lead

Responsibilities:

• Provide AX functional and technical support for clients Designing and developing Technical Design Documents (TDD) as per the Client requirements.
• As part of Procurement and sourcing setup, Created Purchase order approval workflow with signing limits and positional hierarchy based approval permission.
• Setting up E-mail templates and E-mail batch processing for notifying the requests in P.O. workflow and Invoice workflow.
• Created Invoice workflow and Invoice journal workflow.
• As part of Warehouses setup for various legal entity, visited the warehouses of the company to study the detail process going in the supply chain of products.
• Setting up of automatic purchase order creation using Master planning and item coverage.
• Created many security roles to reduce the discrepancies caused in various processes.
• Worked on creating item groups, storage dimension groups, packing dimension groups and item model groups.
• Created many custom entities and setup target entities in DIEF module for importing data into AX.
• Performed full CIL and incremental CIL and fixed the errors.
• Created customized Chart of Accounts (COA) for the business entities, set up different allocation terms to meet the required distribution process. Also defined multiple account structures
• Involved in setting up US sales tax, sales tax jurisdictions, and sales tax groups for jurisdictions.
• Creation of ledger accounts, setup ledger account categories, setup budget version ID, and setup dimension focuses, create a dimension value, dimension set, dimension set rules.
• Setup fixed assets groups, setup fixed asset posting profiles, general ledger parameters for fixed assets, and fixed assets inventory items.
• Setting up fixed asset calendar, create fixed asset years and calendar periods.
• Setting up depreciation, setup depreciation books, asset group depreciation book, creation of depreciation profile, worked on fixed assets posting and journals.
• Setting up and maintain project accounting module, creation and managing projects, setting up project parameters, creation of subprojects, creation of project types.
• Creation and maintenance of project groups and selecting the project types. Creation and maintenance of categories and category groups.
• Worked on integration of document managing software Intact into AX 2012 R2.
• As part of Vendor payments, Setup file transfer functionality between AX and BOFA using Core FTP and developed AX in such a way that it reads the reconciliation file sent by BOFA and update the payment status in the system.
• Played a key role in reconciliation of Inventory, Intercompany Trade, and General Ledger and Fixed Assets transactions in closing process.
• Developing new SSRS reports as per the client requirements. Developed new Media Credits report, Customer statements report, HR Customer absence report and Open Sales Invoices report.
• Customizing AOT Forms, Classes, Tables and developing new objects as per the requirement.
• Integrating AX with different third party systems using AIF.
• Integrating AX with UCA Direct interface with AIF File system adapter. Developed XSL Transforms for Integration.
• Developed Text file\CSV interface with ITA system.
• Experience in implementing Enterprise Asset Management application integrating with AX 2012.

Confidential ., Sunnyvale, CA

MS Dynamics AX Functional Consultant

Responsibilities:

• Involved in understanding the AS-IS process and suggested the TO-BE processes.
• Involved in setting up of Sure Step Methodology for Dynamics AX 2009 implementation.
• Configured Workflow for Journals and Invoice posting by setting up of Approval levels according to the DOA ( Delegation of Authority)
• Responsible for Setting up Chart of Accounts, General Ledger Parameters, Dimensions, and Dimension Groups.
• Configured Number Sequences for various document types according to the Business user requirements
• Setting up and maintaining general ledger, setting up and maintaining budgets and journals, setting up posting, creation of accrual schemes, setting up dimensions, setting up withholding tax, setting up financial data export, reason codes, financial statements.
• Created multiple dimensions, Allocation methods & Allocation rule as required by business.
• Created customized Chart of Accounts (COA) for the business entities, set up different allocation terms to meet the required distribution process. Also defined multiple account structures
• Involved in setting up US sales tax, sales tax jurisdictions, and sales tax groups for jurisdictions.
• Creation of ledger accounts, setup ledger account categories, setup budget version ID, and setup dimension focuses, create a dimension value, dimension set, dimension set rules.
• Worked on allocating transactions, creating allocation rules, create allocation rule source and destination information, processing an allocation request.
• Worked on managing ledger accounts, allocate costs and income, setup subsidiary company for consolidation, worked on cash flow forecasts.
• Worked on elimination transactions, creation of elimination rules for transactions, preparing pre-closing reports and closing books.
• Setting up taxes, item related taxes, customer and vendor related taxes in Dynamics AX.
• Setup of Taxes for European entity and other international entities.
• Played a key role in developing Client Financial Statements using SSRS and Management Reporter
• Designed, developed and deployed numerous SSRS and Dynamics AX reports in the area of Finance, Accounts Payables, Account Receivables, Sales and Inventory costing
• Involved in configuring Vendor, Customer and Item related taxes according to the Business requirements.
• Played a key role in reconciliation of Inventory, Intercompany Trade, and General Ledger transactions
• Setup of Journal names, Fixed Assets, Depreciation profiles, value models.
• Worked on period end closing and fiscal year end closing activities.
• Setup of Ledger Budgets, Forecasts by Item-Customer-Vendor using Microsoft Forecaster

Confidential, Chicago, IL

MS Dynamics AX Functional Consultant

Responsibilities:

• As part of the General Ledger setup, involved in set up and maintenance of general ledger, setting up chart of accounts, setting up and maintaining budgets and journals and setting up dimensions,
• Creation of ledger accounts, setup ledger account categories, setup dimension focuses, create dimension values, dimension set, dimension set rules.
• Setting up and maintain project accounting module, creation and managing projects, setting up project parameters, creation of subprojects, creation of project types.
• Creation and maintenance of project groups and selecting the project types. Creation and maintenance of categories and category groups.
• Creating and managing budgets, enter forecast transactions, transfer budget, view budgets from statistics and reports.
• In projects setting up cost prices and sales prices, cost payment dates, setting up items for purchase and sales, creation of sales order, purchase orders, consumption of item requirements, registering item consumption, setting up provision for foreseeable losses.
• Worked on Invoices, create invoice and on-account proposals, create on-account invoices for all projects, On-account invoice setup, invoice payment plans, Invoice time and materials, View project invoices, creation of footer text for project invoices.
• Creation of Quotations in projects, update quotations, creation and update quotation templates.
• Integrating MS dynamics AX with MS project, integrating project and production.
• Worked with recruitment, training and project management team in understanding the business process and prepared Business requirement document.
• Configured and implemented organizational structures of line and staff units as well as matrix and project
• Worked on employee database as a central repository to store personal data such as contact information for employees and their dependents, equipment loans, contract, and payroll information
• Configured and implemented recruitment process for setting standard communication procedures for dealing with job applicants.
• Worked on categorizing and tracking correspondence, meetings, and phone calls. Automated
• Correspondence via Microsoft® Word integration and Microsoft Outlook® integration support for email correspondence and interview administration.
• Worked on mass hire functionality for hiring large teams for a limited time period.
• Configure and implemented competence management for the organization, maintaining a skill catalog containing structured descriptions of skills relevant to the business current requirements and future needs.
• Configured and implemented Enterprise portal so as to employee working in remote site to use the web portals to enter hours, project data, Sales Quotations and orders and thus increasing the efficiency.
• Configured and implemented the resource request process flow from Project managers for specific project involving approvals in Enterprise portal using workflow.
• Configured and implemented leave/travel request and approvals in the Enterprise portal.
• Implementation of Employee appraisal process with web based enterprise portal.
• Providing guidance for the test execution process and also involving the test execution process in critical phases to ensure the quality of the application.
• Coordinating with regression and functional testing and documents.
• Assisting UAT testing with Users and sign off.

Confidential, Moline, IL

MS Dynamics AX Functional Consultant

Responsibilities:

• As part of this project, I was responsible for Setup and maintenance of General Ledger and Accounts Receivables in Dynamics AX 2009.
• For General ledger setup, I was involved in set up chart of accounts, journals, budgets, sales tax, sales tax codes, posting. Setup Sales tax authorities, US sales tax, withholding tax, dimensions, financial statements, reason codes.
• In Accounts Receivable, I was involved in set up of accounts receivable parameters, setup of customer master creation, customer groups, configuration of bank account setup for customer master, configuring interest and finance charges. Setup of accounts receivable journals, customer invoices, customer payments, setup centralized customer payments, setup credit card preauthorization.
• Worked on creation and posting of invoices, enter payments based on checks or bank reports, enter payments in payment journal, manage customer payment settlements, receive and register payments automatically.
• Worked on overdue payments, calculate interest, customer statements, create and print collection letter. Processing customer prepayments, period closing in ledger.
• Setup shipping carriers, setup print management for a module, setup footer text for business documents.
• Worked on configuring banks, setting up payment methods, bank account information, routing numbers and types, setup check layout for a bank account, setup bank accounts for vendors. Setup electronic banking, bank report setup; setup a review process for reversals and cancellations.
• Worked on depositing bank funds, creation of bank slip, reconcile bank accounts, transferring bank funds and closing activities like print a bank cash flow receipt.
• Setting up Fixed Assets, acquisition, Revaluation and revaluation groups, fixed asset reserve, fixed assets integration, assets created from accounts payable, setup fixed assets and Accounts payable integration.
• Setup number sequences for fixed assets, ledger accounts for fixed assets, depreciation profiles, value models.
• Setup fixed assets groups, setup fixed asset posting profiles, general ledger parameters for fixed assets, and fixed assets inventory items.
• Setting up fixed asset calendar, create fixed asset years and calendar periods.
• Setting up depreciation, setup depreciation books, asset group depreciation book, creation of depreciation profile, worked on fixed assets posting and journals.
• Setup of Sales order types, Sales Parameters, Ship to multiple addresses, Order entry Deadlines, Sales Order Posting.
• Setup of Posting Sales order confirmation, picking list, Packing slip and Invoice.
• Setup of Multi-site and understanding of Sales order financial Posting.
• Worked on Product builder, setting up parameters for product builder, creation of modeling variables, attach user profiles to modeling variables, creation of product model, variable groups, assigning model variables to product models.
• In product builder, Creation of calculation variables, setting up price combinations, worked on rule debugger and creation of validation rules for product model.
• Items configuration, configuring modeling tree nodes, creation of default route, creation of product models using wizard, compiling and testing the product model.
• Setting up batch job for product model compilation.

Confidential

MS Dynamics AX Business Analyst

Responsibilities:

• Being a functional consultant, conduct detail requirement study of each & every department & prepared BPD (business process document).
• After BPD, Create the FRD (Functional requirement Document) based on the document / report / daily activities collected from the user.
• Conduct CRP (Conference Room Pilot) on actual data uploading in the test server. Conduct user training
• Mapping the processes with Axapta. In order to see how many processes fits in to the Axapta or how many can be provided by means of work around. How many processes need to be customized?
• Gap fit analysis report is created & submitted to client & technical team so that they will start for customization.
• Try to convince the clients for the Gaps which are identified during CRP & FRD. Suggest some Re-engineering/ Work around in the process so that customization can be avoided.
• Prepared the Functional requirement specifications based on the business process.
• Worked on Trade Agreements and detailed price agreements for customers and vendors, including customer,vendor, or item-specific pricing and discounts.
• Configured product master along with the product catalogue to choose while sending the sales quote.
• Implemented sales commission for different customer groups and customer territories with differentpercentage computations which needs to be paid to the employee.
• Configured document management system.
• Configured Organizational structure and employee skill matrix.
• Preparation of different reports from leads, opportunities, sales revenue, Employee skill matrix, Loan, Leaves,etc
• Integration with outlook with drill down to Microsoft Dynamics AX.
• Worked on contact management, Sales process Management, sales staff budgeting, marketing automationand service Management.