Microsoft
Business Solutions–Axapta Trade & Logistics, Series 1
Course 8352: Three days; Instructor-led
Prerequisites
Before attending this course, students must have:
• General knowledge
of Microsoft Windows®
• The ability to use Microsoft Axapta for basic processing
In addition, students should have:
• Basic
knowledge of trade and logistics
• Basic knowledge of inventory management concepts
Course Outline
Chapter 1: Introduction
The purpose of this chapter is to introduce students to the course and its goals.
Lessons
• Logistics
and Trade Definition
• Inventory Management
• Axapta Features: Physical and Financial Inventory
• Understanding the Information Flow in Axapta
After completing this chapter, students will be able to:
• Understand
the purpose of the Trade & Logistics Series 1 training course
• Define Trade and Logistics
• Have a basic understanding of inventory in Axapta
Chapter 2: Working with Purchase and Sales Orders
This chapter focuses on creating purchase and sales orders; using the Simple and Advanced views of purchase and sales orders; purchase and sales order types; and purchase and sales parameters.
Lessons
• Purchase Orders
– Simple View
• Create Purchase Order Lines
• Purchase Orders – Advanced View
• Purchase Order Types
• Sales Orders – Simple View
• Sales Orders – Advanced View
• Sales Order Types
• Purchase Parameters
• Sales Parameters
Lab 1: Working with Purchase Orders
• Entering a
New Purchase Order
Lab 2: Working with Sales Orders
• Entering a New Sales Order
Lab 3: Processing Sales Orders
• Creating
a sales order
After completing this chapter, students will be able to:
• Create a new
purchase order using the simple and advanced views
• Add items to a purchase order
• Understand the purchase order type options
• Create a new sales order using the simple and advanced views
• Add items to a sales order
• Understand the sales order type options
• Understand which parameters affect how a purchase order is created
and which parameters can affect how the purchase order is printed
• Understand which parameters affect how a sales order is created
Chapter 3: Inventory
In this chapter we concentrate on creating and setting up new items. Creating new items is completed through the Inventory Management module. All item-based data that is created in this module is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.
Lessons
• Creating Inventory
Items
• Setting up Item Groups
• Setting up Inventory Model Groups
• Setting up Dimension Groups
• Setting up Inventory Dimensions
• Setting up Inventory Parameters
• Creating Items
• Creating Units of Measure
• Setting up a Warehouse
• Setting Purchase, Cost, and Sales Pricing of Items
Lab 1: Creating Inventory Items
• Create Item Group
Lab 2: Setting up Inventory Model Groups
• Create Inventory Model Group
Lab 3: Setting up Inventory Dimension Groups
• Create Inventory
Dimension Group
• Rename Item Dimension
• Inventory Dimension Example
Lab 4: Creating Items
• Create New Item
Lab 5: Creating Units of Measure
• Unit of Measure Conversion Setup Example
Lab 6: Setting up a Warehouse
• Create New Warehouse
Lab 7: Setting Purchase, Cost, and Sales Pricing of Items
• Item Pricing Examples
After completing this chapter, students will be able to:
• Set up Item
Groups
• Set up Inventory Model Groups
• Set up a Dimension group
• Create a Unit of Measure
• Set up a Warehouse
• Create an Item
• Set up default fields needed for creating an Item
• Understand inventory model and negative inventory options
• Understand how model groups integrate with other areas of Microsoft
Axapta
• Understand how the Model Group can determine the physical update
of an item
• Understand how Dimension Groups are used to define the physical
characteristics of an item
• Understand how items are stored in inventory, as determined by
Dimension Groups
• Understand purchase, cost and sales pricing of an item.
Chapter 4: Sales and Purchase Order Postings
In this chapter you will learn a variety of posting techniques and processes that you will need to apply when working with sales and purchase orders in Microsoft Axapta. In addition, you will learn about inventory posting profiles. Inventory posting profiles control what ledger accounts are used and when they are used when purchasing and selling inventory.
Lessons
• What is Posting?
• Updating Purchase Orders
• Updating Sales Orders
• Sales Order Posting Profile
• Purchase Order Posting Profile
Lab 1: Updating Purchase Orders
• Post
a Purchase Order
Lab
2: Updating Sales Orders
• Post
a Sales Order
Lab
3: Sales and Purchase Order Posting Profiles
• Create Inventory
Posting
• Test Inventory Posting
• Set up Posting for a Service Type Item
• Transactions
After completing this chapter, students will be able to:
• Understand
the basics of posting
• Purchase and sales posting techniques and processes
• Inventory posting and inventory posting profiles
• Posting a purchase order
• Posting a sales order
• The use of inventory sales order posting
• How sales posting profiles integrate with other areas of Microsoft
Axapta
• Setting up an Inventory sales posting profile
Chapter 5: Serial and Batch Numbers
In this chapter you will learn how serial numbers and batch numbers are used, and how to set up, allocate, and change serial numbers and batch numbers. In addition, we will focus on how to use the serial and batch number tracing functionality in Microsoft Axapta.
Lessons
• Setting up
Serial and Batch Numbers as Inventory Dimensions
• Manually Allocating Serial and/or Batch Numbers
• Automatically Allocating Serial and/or Batch Numbers
• Creating Number Groups for Automatic Allocation
• Understanding Tracing
• Tracing the Receipt and Issue of Serialized Items
• Trace Inventory Dimensions
• Changing Serial and Batch Numbers
• Edit Dimensions Form
• Transfer Journal
Lab 1: Manually Allocating Serial and Batch Numbers
• Set up a Manually
Allocated Serialized Item
Lab 2: Automatically Allocating Serial and/or Batch Numbers
• Set up an
Automatically Allocated Serialized Item
Lab 3: Changing Serial and Batch Numbers
• Change the
Batch Number on an Item Transaction
After completing this chapter, students will be able:
• To understand
the concept of a serial number and a batch number
• To understand the setup of serial and batch numbers as Inventory
dimensions
• To learn how to manually allocate serial and batch numbers
• To learn how to automatically allocate serial and batch numbers
• To understand how to create a number group that will be used to
automatically allocate serial and batch numbers
• To understand the importance and relevance of tracing via serial
and batch numbers
• To be able to trace the receipt and issue of serialized items
within Microsoft Axapta
• To learn how to change a serial or batch number
Chapter 6: Over/Under Delivery and Miscellaneous Charges
In this chapter, you will learn how to handle discrepancies between ordered and received or delivered quantities in Microsoft Axapta. In addition, you will learn how to handle miscellaneous charges in Sales and Purchase orders, including how to allocate charges to items and how to include landed costs in an item's total cost.
Lessons
• Over/Under
Delivery Setup
• Parameter Setup
• Item Setup
• Over/Under Delivery Transactions
• Miscellaneous Charges
• Fixed Charges
• Miscellaneous Charges Codes
• Setting up Manual Miscellaneous Charges
• Setting up Automatic Miscellaneous Charges
• Editing Automatic Miscellaneous Charges
• Miscellaneous Charges Transactions
• Landed Cost Miscellaneous Charges
Lab 1: Over/Under Delivery Setup
• Set up an
Item for Under Delivery
Lab 2: Over/Under Delivery Transactions
• Under Delivery
Transaction
Lab 3: Miscellaneous Charges
• Test Your
Skills
Lab 4: Setting up Manual Miscellaneous Charges
• Test Your
Skills
Lab 5: Setting up Automatic Miscellaneous Charges
• Test Your
Skills
Lab 6: Miscellaneous Charges Transactions
• Sales Order
Example
• Purchase Order Example
Lab 7: Landed Cost Miscellaneous Charges
• Landed Cost
Scenario 1: Vendor Incurred Cost
• Landed Cost Scenario 2: Company Incurred Cost
• Adding Landed Cost Miscellaneous Charges
After completing this chapter, students will:
• Understand
the parameter settings for over/under delivery
• Understand the item settings for over/under delivery
• Be able to adjust over/under delivery on an item for everyday
and exception handling
• Know how to closing orders that haven’t been fully received
• Understand working with miscellaneous charges, including fixed
charges
• Be able to set up and define sales and purchase charge codes
• Be able to set up miscellaneous charges on order headers and lines
• Know how to allocate fixed fee costs to purchase order lines
• Be able to set up automatic miscellaneous charges
• Be able to define and use automatic miscellaneous charge codes
• Know how to assign Landed Cost
Chapter 7: Inventory Costing and Adjusting
In this chapter, you will learn how Microsoft Axapta calculates an item's cost price, average cost price, and utilizes standard cost price. The principles of Axapta's financial inventory, the purposes of different inventory models, and the purpose of adjusting and closing inventory will be covered. Also, you will learn how to adjust inventory according to the desired inventory model, close inventory, and calculate the final item consumption.
Lessons
• Inventory
Value
• Average Cost Price
• Floating Value
• Standard Cost Price
• Inventory Recalculation
• Closing Adjustments
• Closing Inventory
• Inventory Costing Methods: FIFO, LIFO/LIFO Date, Weighted Average,
Date Weighted Average
• Adjusting Inventory
• Inventory Costing and Adjusting Reports
Test Your Skills
• Adjust Transactions
• Recalculation
• Close Inventory
• Adjust On-Hand Inventory
• Cancel Inventory Closing
After completing this chapter, students will be able:
• To understand
the formula used by Microsoft Axapta for average cost price
• To understand why inventory value must be calculated
• To be able to define and determine Floating Value
• To learn how to include physical value in your physical inventory
• To understand how to utilize standard costs
• To be able to create an item using Standard Cost Method
• To learn how to recalculate Inventory Cost Price
• To be able to view settlements made via the recalculation
• To be able to perform and view a closing adjustment
• To be able to close inventory
• To be able to reopen closed inventory
• To understand FIFO; LIFO/LIFO Date; Weighted Average; and Date
Weighted Average costing models
• To be able to perform and view inventory adjustments
• To be able to view the standard inventory costing and adjusting
reports
Chapter 8: Quarantine Management
In this chapter you will learn how Microsoft Axapta utilizes Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on set up. The item may be in quarantine for a certain period, for instance, for quantity control purposes. Document management can be utilized, along with a Quarantine order, in order to document data for a specific order. Quarantine management is part of the Axapta Inventory management module.
Lessons
• Quarantine
Management Setup
• Quarantine Warehouse Setup
• Quarantine Parameters
• Quarantine Item Management
• Quarantine Processing
• Manual Quarantine Orders
• Automatic Quarantine Management
• Quarantine Order Processing Options
• Inventory Transactions on Quarantine Items
Lab 1: Quarantine Warehouse Setup
• Set up a Quarantine
Warehouse
Lab 2: Quarantine Parameters
• Create Quarantine
Inventory
Lab 3: Quarantine Processing
• Purchase to
Quarantine Inventory
Test Your Knowledge
• Quarantine
Managed Items
After completing this chapter, students will be able to:
• Set up a warehouse
for quarantine usages
• Understand the relationship between default and quarantine warehouses
• Set up parameters necessary for quarantine management
• Understand the quarantine process
• Determine the statuses of a quarantined order
• Understand the transactions created in the quarantine management
process
Chapter 9: Reporting and Statistics
In this chapter we introduce how the ABC Inventory Classification System is used in Axapta. We will also discuss how to use Microsoft Axapta reports to assist in forecasting sales and purchase expectations.
Lessons
• ABC Inventory
Classification
• Pareto's Law
• ABC Codes
• ABC Classification Job
• Inventory Forecasting Reports
• Purchase Order Analysis
• Deciding Item Coverage
• Sales Order Analysis
Lab 1: ABC Inventory Classification
• Making an
ABC Forecast
• Establishing Inventory Control
Lab 2: Reports
• Run
the ABC Classification Report
• Run the Item/Customer Statistics Report
After completing this chapter, students will be able to:
• Understand
the ABC Inventory Classification System and its use in Microsoft Axapta
• Understand the use of Axapta reports in forecasting sales and
purchase expectations
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