MS Dynamics AX Trade &Logistics Corporate Online Training
Trade and Logistics I in Microsoft Dynamics AX 2009
Module 1: Introduction to Trade and Logistics
The purpose of this module is to introduce students to the course and its goals.
Lessons
- Logistics and Inventory Management
- Logistics and Inventory Features
- Information Flow
Module 2: Inventory
This module concentrates on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data created in Inventory Management is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.
This module concentrates on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data created in Inventory Management is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.
Lessons
- Item Groups
- Inventory Model Groups
- Dimension Groups
- The Inventory Dimension Form
- Item Dimension Combinations
- Item Setup
- Default Order Settings
- Units Of Measure
- Warehouse Management
- Item Pricing
Module 3: Purchase Orders and Purchase Order Posting
Create purchase orders using the Simple and Advanced views, purchase order types, and purchase parameters. This module also discusses a variety of different posting techniques and processes that you can apply when working with purchase orders in Microsoft Dynamics AX 2009. Additionally, inventory posting profiles are discussed. Inventory posting profiles control what ledger accounts are used and when they are used when you are purchasing and selling inventory.
Lessons
- Working with Purchase Orders
- Purchase Order Types
- Set up Accounts Payable Parameters
- Ship to Multiple Addresses
- Purchase Order Posting
- Post a Purchase Order
- Post a Receipts List
- Post a Packing Slip
- Post a Purchase Order Invoice
- Accounts Payable Invoice Matching
- Purchase Order Financial Posting
Module 4: Serial and Batch Numbers
This module explains how serial numbers and batch numbers are used and how to set up, allocate, and change serial numbers and batch numbers. In addition, the module focuses on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX 2009.
Lessons
- Dimension Group - Storage Dimensions
- Manual Allocation
- Automatic Allocation
- Tracing
Module 5: Item Arrival and Registration
This module is designed to introduce the features in Microsoft Dynamics AX 2009 that support receiving items in a company.
Lessons
- Item Registration Setup
- Item Arrival using the Arrival Overview Form
Module 6: Quarantine Management
This module examines how Microsoft Dynamics AX 2009 uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on setup. The item may be in quarantine for a certain period, for example, for quantity control purposes. Quarantine management is part of the Microsoft Dynamics AX Inventory management module.
Lessons
- Quarantine Warehouse Setup Parameters
- Quarantine Item Management
- Inventory Transactions on Quarantine Items
Module 7: Vendor Returns
This module discusses how to return a product to a vendor. You will be shown how to handle the returns with and without serial and batch numbers attached.
Lessons
- Create Vendor Returns
- Create Vendor Returns for Serialized Items
Module 8: Sales Orders and Sales Order Posting
This module focuses on how to create sales orders using the Simple and Advanced views, sales order types, and sales parameters. The module also discusses a variety of different posting techniques and processes that you apply when working with sales orders in Microsoft Dynamics AX 2009. Additionally, inventory posting profiles are discussed. Inventory posting profiles control what ledger accounts are used and when they are used when you purchase and sell inventory.
Lessons
- Working with Sales Orders
- Sales Order Types
- Sales Parameters
- Ship to Multiple Address
- Enhanced Delivery Date Control
- Available Ship and Receipt Dates
- Order Entry Deadlines
- Create a Sales Order in a Multi Time Zone Environment
- Direct Delivery
- Sales Order Posting
- Post a Sales Order Confirmation
- Post a Sales Order Picking List
- Post a Picking List Registration
- Post a Sales Order Packing List
- Post a Sales Order Invoice
- Post an Invoice Based on Packing Slips
- Sales Order Financial Posting
- Multisite
- Shipping Carrier Interface
Module 9: Sales Order Picking
This module introduces the sales picking process.
Lessons
- Item Pick Registration Setup
- Automatic Registration of a Pick
- Manual Registration of a Pick
- Item Pick Registration of Serialized and Batch Inventory
- Edit, Reverse, and Split a Pick
- Release Sales Order Picking
Module 10: Customer Returns
This module discusses how to accept and handle a product return from a customer. You will be shown how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms.
Lessons
- Set up Customer Returns
- Create a Return Order
- Item Arrival and Receipt Registration
- Quarantine Orders
- Replacement Orders
- Reports and Statistics
This Module examines how to handle difference between ordered and received or delivered qualities in Microsoft Dynamics AX 2009.In addition , the module discuss how to handle miscellaneous charge in sales and purchase orders that include how to allocate charge to items and how to include landed costs in an item's total cost.
Lessons
- Over/Under Delivery
- Miscellaneous Charges
- Miscellaneous Charges Codes
- Miscellaneous Charges Codes
- Manual Miscellaneous Charges
- Automatic Miscellaneous Charges
- Landed Cost Miscellaneous Charges
- Add Miscellaneous Charges to a Purchase Order Invoice
Trade and Logistics II in Microsoft Dynamics AX 2009
Module 1: Item Reservations
This module is designed to introduce the Reservations functionality in Microsoft Dynamics AX 2009.
Lessons
- Why Perform Reservations and What Can You Reserve
- Manual Reservations
- Automatic Reservations
- Automatic Reservations and Selection of Lots
- Explosion Reservations
- View Reservations
- Lock Reservations
- Cancel Reservations
- Batch Reservations
- Picking Reserved Items
Module 2: Customer and Vendor Trade Agreements
This module discusses Customer and Vendor Trade Agreements that are fixed price agreements that are entered into with one or more customers or vendors for the sale of individual or multiple items. This module also covers Supplementary Items that are complimentary or supplementary items sold to a customer or customer group, or sold with an item or item group.
Lessons
- Set Up Trade Agreements
- Activate Trade Agreements
- Trade Agreement Parameters
- Make Adjustments to Agreements
- Supplementary Items
Module 3: Request For Quote
This module is designed to introduce the Request For Quote functionality in Microsoft Dynamics AX 2009.
Lessons
- Create a Request For Quote Case
- Record Request For Quote Replies
- Compare Request For Quote Replies
- Accept a Request For Quote
Module 4: Purchase Requisition
This module is designed to introduce the Purchase requisition functionality in Microsoft Dynamics AX 2009.
Lessons
- Managing Purchase Requisitions
- Setting Up Purchase Requisitions
- Define User Groups and security Settings for Purchase Requisitions
- Purchase Requisition Workflow
Module 5: Sales Quotation
This module explains how to set up, maintain, and process quotations. The trade and logistics functionality allows for sales personnel to issue quotations, track the progress of quotations, and follow-up on won or lost quotations. Various quotation functions are also explained.
Lessons
- Sales Quotation Setup
- Working with Quotations
- Various Functions
Module 6: Quality Management
This module is designed to introduce the Quality management functionality in Microsoft Dynamics AX 2009.
Lessons
- Set Up Quality Management Basics
- Set Up Automatic Quality Order Generation
- Create a Manual Quality Order
- Work with a Non Conformance
- Non Conformance Corrections
- Quality Reports and Certificates
Module 7: Transfer Orders
In this module, students gain an understanding of the new Transfer orders form. This is a process-oriented way to deal with transfer orders between warehouses within the same company.
Lessons
- Setup of Transfer Orders
- Using the Transfer Orders Form
- Picking Items For a Transfer Order
- Shipping and Receiving a Transfer Order
Module 8: Commissions
This module introduces the steps required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions.
Lessons
- Set Up a Commission
- View Commission Transactions
- Commission Transactions For Return Items
Module 9: Inventory Journals
In this module, students gain an understanding of Inventory journals in Microsoft Dynamics AX 2009 by reviewing the initial setup and each of the journals. Inventory journals are used for posting physical and financial inventory transactions including posting issues and receipts, inventory movements, creating Bills of Material, and reconciliation of physical inventory.
Lessons
- Set Up of Inventory Journals
- Profit/Loss and Movement Journals
- Transfer Journals
- Bill of Material Journals
- Counting Journals
- Counting Journal Specific Setup
- Creating and Processing a Counting Journal
- Tag Counting Journals
Module 10: Inventory Reports
This module introduces how the ABC Inventory Classification System is used in Microsoft Dynamics AX 2009. It also discusses how to use Microsoft Dynamics AX 2009 reports to help in forecasting sales and purchase expectations.
Lessons
- ABC Inventory Classification
- Forecasting Reports
Bill of Material in Microsoft Dynamics AX 2009
Module 1: Bill of Materials Overview
This module provides an overview of the Microsoft Dynamics AX 2009 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process.
Lessons
- General Overview
- Bill of Material Concepts
- BOMs/Routes in Multisite Environment
- Features of BOMs in Microsoft Dynamics AX 2009
- BOM Levels
- BOM Lines
- BOM Line Type and its Usage
- Bill of Material Form Overview
- Item Form
- BOM Form
- BOM Line Form
- BOM Designer Form
- Bill of Material Creation Process
Module 2: Creating Simple BOMs
This module explains how to create simple BOMs using the BOM form, and create and edit simple BOMs using the BOM designer.
Lessons
- Create BOMs in the BOM form
- Create and Edit BOMs in the BOM Designer
- Using the BOM Designer from the BOM Form
- Editing BOMs using the BOM Designer
- Deleting BOM Component Lines in the BOM Designer
Module 3: Creating BOMs with Versions
This module explains the concept of version control, and describes how to create BOMs with versions. In addition, it covers activating, copying, and changing BOM versions, and creating quantity-dependent BOMs and using other version-related functionality.
Lessons
- BOM Versions Overview
- Version Control Methods
- Version Control Using Date and Quantity
- Version Control Using Site
- Deactivate BOM Versions
- BOM/Route Version Assigned to Multiple Items Based on Site
- Creating BOMs Using the Item form
- Activate Multiple BOM Versions
- Activating BOM Versions and Validating Lines
- Copy BOM Versions
- Copying BOMs
- Change BOM Versions
- Create BOMs with a Version from the BOM Form
- Create BOMs with Versions in the BOM Designer
- Overview of the BOM Designer Functionality
- Quantity Dependent BOMs
- Working with Validity Dates and Sub-BOMs on Component Lines
- Validity Dates of BOM Lines
- Using Validity Dates
- Sub-BOMs on Component Items
Module 4: Working with BOM and Item Configurations
This module explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.
Lessons
- BOM Configurations
- Configuration Groups
- Configuration Route
- Configuration Rule
- Item Configuration
- Item Configuration Prerequisites
Module 5: Working with BOM Calculations
This module explains the BOM calculation structure used in Microsoft Dynamics AX 2009, in addition to the use and set up of Cost groups, Profit settings, Calculation groups and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.
Lessons
This module explains the BOM calculation structure used in Microsoft Dynamics AX 2009, in addition to the use and set up of Cost groups, Profit settings, Calculation groups and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.
Lessons
- BOM Calculation Structure
- Cost Breakdown
- Cost Groups, Profit Settings, and Calculation Groups
- Cost Groups
- Profit Settings
- Cost Breakdown Calculation Groups
- Setup of Costing Version
- Use of Costing Version
- Cost Data Maintenance
- BOM Calculation Form
- Summary Function
- Complete BOM Calculation Form
- BOM Calculation Form Accessed from the Item Form
- BOM Calculation Form Accessed from the Periodic Folder
- Explosion Mode and BOM Stop Explosion
- Explosion Mode Options
- Explosion Mode
