1

Introduction to

Atlas

2

Reporting &

Uploading with

Atlas

4

Atlas Roadmap

3

Two way

Integration,

Combining &

Building reports

5

Getting Started with Atlas

1

FAMILIAR.

Incorporate essential

business data into

documents, spread sheets,

email and presentations.

4

SECURE.

Dynamics AX user

permissions are reused by

Atlas to help ensure the

right information is available.

2

CONVENIENT.

Make better informed

decisions without having to

switch applications.

3

ACCURATE.

Data is current and eliminates

errors caused by rekeying.

MANAGEMENT

• Balance sheets,

• Income

statements

• Department

reports.

• Company

consolidation

reporting

FINANCE

• Company expenses

• Manage debt

• Track profitability.

• Department budgets

• Management accounting.

HR

• Induction Letter.

• Leave forms

• Employee

appraisals

• Manage employee

data.

SALES

• Sales analysis and

trends.

• Commission

based reporting.

• KPI’s.

• Forecasting.

• Aggregated

reporting.

OPERATIONS

• View detailed

product orders.

• Knowledge of

stock and

inventory.

• Employee

timesheets

SERVICE PACKS/MINOR RELEASES

How you might use Atlas.

UPLOADING

• Table Style Upload

• Journal Style Upload

• Multi Company Uploading

REPORTING

• Structured Reporting

• Free Format Reporting

• Drill Down to Source Transactions

• Multi Company Reporting

Full financial statements, sub-ledger reports, ad hoc analysis. Add new records, update existing records, create journals.

STRUCTURED REPORTING :Return rows and columns, a matrix, or pivot table.

• Transaction detail or summarized transaction amounts

• Customer account statements, customer sales balances

• Top “N” customer sales amounts

FREE FORMAT REPORTING :Return information into individual cells.

• Financial statements in Excel

• Letters and contracts in Word

• Refreshable presentations in PowerPoint

• Atlas enabled e-mails in Outlook

Financial Statements in Excel

Letters and Contracts in Word

Top Open Balances for Customer Group 30

Account Name Balance

3008 Contoso Retail New York 44,370.00

3009 Contoso Retail Dallas 21,750.00

3007 Contoso Retail Boston 21,278.70

3003 Contoso Retail Los Angeles 18,999.41

3006 Contoso Retail Miami 11,938.00

Total 118,336.11

Retail Customers

Total open balances for group 30

140,923.80$

Atlas Enabled Emails in Outlook

JOURNAL STYLE UPLOADS :Create header and line records for journals.

• Ledger journals, fixed asset journals, and timesheet journals

• Inventory and trade agreement journals

• Sales order journals, production order journals, purchase order

journals

TABLE STYLE UPLOADS :Add new, update existing, or find and replace.

• New vendors, projects, customers, or items.

• Ledger budgets, project forecasts, sales forecasts, or fixed asset

budgets

• Customer credit limits or prices in trade agreements

Combining Reporting and Upload

Uploading Journals from Excel

FASTER IMPLEMENTATIONS.

• Report data out of legacy systems.

• Clean up Data.

• Upload into Dynamics.

POWERFUL TWO WAY INTEGRATION,

UNIQUE TO ATLAS.

• Extracting previous weekly hours & entering current week’s

timesheets.

• Extracting existing trade agreement prices & updating them

• Extracting current sales forecasts or ledger account budgets &

revising them.

1. Released Products

2. Released Product Master & Variants

3. Item Pending Prices & Costing Versions

4. Trade Agreements

5. Workers & Related Information

6. Vendors & Related Information

7. Customers + Beginning Balances & Related Information

8. General Ledger Beginning Balances

9. Purchase Orders

10. Sales Orders

11. Address Configuration

12. Prospects & Related Information

13. Production Routes

14. Fixed Assets

15. Inventory Journals (Adjustment, Movement & Counting)

16. Projects ( + Beginning Balances)

17. Bill of Materials

18. Production Orders

19. General Ledger – Financial Dimensions, Journals, Main Accounts,

20. Budgets

DATA MIGRATION TEMPLATE LIBRARY HEIRARCHY

2,644

AX installations worldwide with an active partner base of 317

52,175

users worldwide.

Atlas is used in

57 countries

and a range of host languages.

Microsoft Dynamics AX ISV for the last 12 years

ANALYSIS SERVICE OLAP CUBES

MICROSOFT DYNAMICS AX & CRM

EXTERNAL DATABASE SQL SERVER

ORACLE

Extending The ReachOf Atlas.

Enterprise Ready.Browse fast and bring your Atlas experience from your computer, to anywhere you go.

WINDOWS DESKTOP

Delivering Atlas out of the Office system.

TABLETS

Windows 8, iPad & Android

SMARTPHONES

Windows Phone, iPhone & Android

License Value Amount

2 Designer Named User License $1,400 USD each $2,800 USD

5 Standard Concurrent User License $1,400 USD each $7,000 USD

Total Order $9,800 USD

Example Order

Designer License Full rights to build, change and update any report.

Standard License Full report refresh, drill down and Upload capabilities.

14 DAYS TRIAL

• Full Designer license

capabilities

• Access all of the product

features

• Access to all reporting

and uploading features

NO OBLIGATION

• Choose to exchange

license after 14 days

INSTALLATION

• Complementary

Installation in 15

minutes

CONTACT

JASON CARTERREGIONAL CHANNEL MANAGER

Jason.carter@globesoftware.com.au

Set up of your free Atlas user license.

© 2013 Globe Software. All Rights Reserved.