General knowledge of Microsoft Windows

Completed the Introduction to Microsoft Dynamics AX 2009 course

The ability to use Microsoft Dynamics AX 2009 for basic processing

Basic knowledge of trade and logistics and inventory management concepts

Logistics and Inventory Management

Logistics and Inventory Features

Information Flow

No labs in this module

Review the concepts of Logistics and Inventory Management

Examine Logistics and Inventory features in Microsoft Dynamics AX 2009

Determine the information flow in Microsoft Dynamics AX 2009

Item Groups

Inventory Model Groups

Dimension Groups

The Inventory Dimensions Form

Item Dimension Combinations

Item Setup

Default Order Settings

Units of Measure

Warehouse Management

Item Pricing

Identify different posting accounts for item groups.

Set up an Inventory model group and apply it to an item. See effect of parameters on item purchase and sales transactions.

Create an inventory dimension group and rename an item dimension.

Create new item specifying order quantity parameters and set up item unit conversion.

Set up an Item group.

Determine posting types associated with item groups and investigate what they are used for.

Set up an inventory model group and state the effect of different parameter settings in the groups on items.

Set up a Dimension group.

Work with the Inventory dimensions form.

Create item dimension combinations.

Set up Inventory management parameters.

Create an item and state the effect of the settings in the Items form, on the item.

Set up default order settings, Units of measurement, and Unit conversion.

Set up a Warehouse and attach it to an item.

Set up Item pricing, automatic updates of item prices, and Costing versions.

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

Create different types of Purchase orders

Apply purchase parameters based on an implementation scenario.

Work with Multiple ship to functionality in purchase orders.

Post purchase orders using summary updating.

Create a Purchase order by using the Simple and Advanced views.

Determine and apply the different Purchase order types.

Set up Accounts payable Purchase order parameters.

Specify alternative receipt addresses for a Purchase order line.

Identify the different types of Purchase order posting.

Perform a Purchase order posting update.

Post a Purchase order receipts list, packing slip, and order invoice.

Explain how a user can post a Purchase order invoice based on a packing slip.

Examine invoice matching of the Purchase order and packing slip information.

Set up Purchase order posting profiles.

Dimension Group – Storage Dimensions

Manual Allocation

Automatic Allocation

Tracing

Set up an item to manual serial number allocation and register the items on receipt.

Create a number group and attach the group to an item. Create a purchase order and test the automatic allocation of serial numbers.

Use the Trace function to find the items so that they can be recalled

Set up an items dimension group to allow for serial and batch number allocation.

Allocate serial and batch numbers manually to an item.

Set up an item to automatically have batch and serial numbers allocated.

Use a transfer order to edit serial and batch numbers.

Use the trace inventory dimension function to track an item's inventory dimensions.

Item Registration Setup

Item Arrival using the Arrival Overview Form

Manage an item arrival by using the Arrival Overview form

Set up registration requirements for incoming items.

Set up the Arrival overview form and start, register, and update item arrivals.

Quarantine Warehouse Setup Parameters

Quarantine Item Management

Inventory Transactions on Quarantine Items

Set up an Inventory model group and purchase items to be quarantined.

Create Quarantine Inventory

Set up a warehouse for quarantine management.

Set up an item to be automatically quarantined by setting up the required parameters.

Create and process a manual quarantine order.

Set up automatic quarantine management.

Split, return, and scrap part of the order in the quarantine order process.

Identify the inventory transactions associated with the statuses of a quarantine order.

Create Vendor Returns

Create Vendor Returns for Serialized Items

Create a vendor return by copying an original purchase order

Create a vendor return with batch numbers and by using the Returned order type.

Create a vendor or customer return using a Negative quantity, the Create credit note feature, and the purchase order type Returned order.

Return an item with multiple serial and batch numbers to a vendor.

Working with Sales Orders

Sales Order Types

Sales Parameters

Ship to Multiple Addresses

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

Mulitisite

Shipping Carrier Interface

Create a sales order and post a sales order confirmation.

Apply sales parameters based on an implementation scenario.

Set up Transport times between company and customers using different modes of delivery.

Simulate different sales delivery date scenarios.

Create and update an order of the type direct delivery.

Post a sales order using summary updating and varying the update parameters.

Use the Simple and Advanced views to create a sales order

Determine and apply different sales order types

Set up Accounts receivable sales order parameters

Specify multiple delivery addresses for sales order lines

Set up the Delivery date control system

Use the Available dates feature to specify and update request dates.

Create order entry deadline and order entry deadline groups for sites.

Create an order of the type Direct delivery and update the order

Review the sales order posting statuses and profiles.

Post a sales order confirmation, picking list, and Picking list registration.

Post a sales order packing slip, invoice, and invoice based on a packing slip.

Set up sales order posting profiles.

Review how the multisite feature has affected the create purchase order and direct delivery functionalities.

Review the Supply overview form.

Explore the shipment carrier interface feature

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

Use a manual one-step pick to pick and reserve serialized inventory

Reverse and edit a pick with batch numbers assigned

Reverse and split a pick with batch numbers assigned

Explain how the Inventory dimension group, the Inventory model group, and the Accounts receivable parameters affect the Item registration setup.

Set up and process an automatic and a manual one-step pick registration.

Register serial and batch numbers during the picking process.

Work with the transaction in the Pick form to edit, reverse, and split picks.

Set up the Release sales order picking form and allocate on-hand inventory for sales order picking.

Set up Customer Returns

Create a Return Order

Item Arrival and Receipt Registration

Quarantine Orders

Replacement Orders

Reports and Statistics

Create a Return order for a customer in the Return order form.

Receive a customer return order and note the disposition code.

Finalize the return order process by posting the packing slip and the invoice for the Return order.

Set up reason codes, disposition codes, and miscellaneous charges for customer returns.

Work with disposition actions.

Create a Return order and navigate the Return order form.

Process the arrival of a Return order.

Handle returned items in quarantine inspection.

Create a Replacement order.

Explore reports and statistics to use for Customer returns.

Over/Under Delivery

Miscellaneous Charges

Price Miscellaneous Charges

Miscellaneous Charges Codes

Manual Miscellaneous Charges

Automatic Miscellaneous Charges

Landed Cost Miscellaneous Charges

Add Miscellaneous Charges to a Purchase Order Invoice

Set up an Item for Over/Under Delivery and use it with a Purchase order

Under Deliver a Sales order.

Create a Miscellaneous Charges Code for transport charges.

Set up and use manual Miscellaneous charges for a Sales order and a Purchase order

Set up a Customer miscellaneous charges group and assign it to a customer.

Set up and use automatic Miscellaneous Charges for a Sales order and a Purchase order

Add Landed costs to an Invoice journal for a Purchase order

Set up the Accounts receivable and Accounts payable modules to accept over and under delivery.

Set up acceptable over and under delivery percentages on an item.

Manage over and under deliveries in sales and Purchase order processing.

Set up a miscellaneous charges group for customers, vendors, and items

Assign miscellaneous group to customers, vendors, items, and orders.

Add price miscellaneous charges to an item that are dependent or independent of the item quantity.

Set up miscellaneous charges codes.

Manually add miscellaneous charges to a Sales and Purchase order.

Manually add miscellaneous charges to the Purchase order lines.

Set up automatic miscellaneous charges for a specific customer, item, or item group.

Modify or delete the automatic miscellaneous charges.

Set up and use landed costs.