Microsoft Business Solutions–Axapta Trade & Logistics, Series 2
Course 8353: Two 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

• Completed Microsoft Axapta Trade & Logistics, Series 1

In addition, students should have:

• Knowledge of trade and logistics

• Knowledge of inventory management concepts

Introduction
Course Outline
The purpose of this chapter is to introduce students to the course and its goals.

Lessons

• Important Definitions

• Understanding the Information Flow in Axapta

After completing this chapter, students will be able to:

• Understand the purpose of the Trade & Logistics Series 2 training course

• Define Trade and Logistics, Inventory, and Inventory Management

Chapter 1: Item Registration

This chapter entitled Item Registration is designed to introduce item registration during the pick process as a preparation to Reservations and Marking, which is discussed in Chapter 2.

Lessons

• Item Registration Setup

• Automatic Registration of a Pick

• Manual Registration of a Pick

• Item Registration of Serialized Inventory

• Item Registration of Batch Inventory

• Unpick and Edit Picks

• Split Picks

Lab 1: Working with Item Registration Setup

• Setting up the Manual Pick Registration

• Manual Serialized Registration

• Reversing a Pick

After completing this chapter, students will be able to:

• Understand the role of item registration during the pick process

• Register serialized inventory

• Register batch inventory

• Edit item dimensions values during the pick process

• Reverse a pick

• Split a pick

Chapter 2: Item Reservations and Marking

This chapter is a follow-up to Item Registration covered in Chapter 1 and is designed to introduce Reservations and Marking functionality in Microsoft Axapta.

Lessons

• Manual Reservations

• Reservation Options

• Reservation Setup

• Reservation Dialog Box

• View Reservations

• Cancel Reservations

• Batch Reservation

• Automatic Reservations

• Automatic Reservations with Bills of Material

• Picking Reserved Items

• Marking and Cost Price Calculation

• Marking Dialog Box

• Using Edit Dimensions for Marking

Lab 1: Reservations & Marking Setup

• Create Item

• The Purchase Order

• The Sales Order

• Dimension Editing

After completing this chapter, students will be able to:

• Understand the three methods of reservations

• Set up reservations

• Manually reserve inventory

• View or query a reservation

• Cancel or change a reservation

Chapter 3: Item Returns

In this chapter you learn how to return a product to a vendor, as well as accept a product return from a customer. In both cases, you will be shown how to handle the returns with and without serial and batch numbers attached.

Lessons

• Vendor Returns

• Negative Quantity

• Copy Original Purchase Invoice

• Returned Item

• Vendor Returns with Serialized Items

• Customer Returns

• Return Actions

• Damaged Items

• Customer Serialized Returns

Lab 1: Working with Item Returns

• Setting up a Return Action

• Vendor Return using order Type “Returned Item”

• Customer Return of a Non-Resalable Serialized item

After completing this chapter, students will be able to:

• Create a Vendor Return Using a Negative Quantity

• Create a Vendor Return Using the Create Credit Note Feature

• Create a Vendor Return Using Purchase Order Type 'Returned Item'

• Return a Serialized Item to a Vendor

• Return an Item with Multiple Serial Numbers to a Vendor

• Create and Understand Return Actions

• Create a Customer Credit Note with resalable inventory

• Create a Customer Credit Note with non-resalable inventory

• Create a Credit Note with a serialized item

Chapter 4: Inter-Company Sales and Purchasing

In this chapter you will learn how the Inter-company feature of Microsoft Axapta handles the internal trade in companies that have more than one subsidiary or that have warehouses in more than one location.

Lessons

• Inter-Company Setup

• User Access Rights

• Organization Common Codes

• Organization Document Setup

• External Codes

• Company Items

• Inter-Company Transactions

• Single Company Transactions

• Multi-Company Transactions

Lab 1: Inter-Company Sales and Purchasing

• Single Company Solution

• Multi-Company Solution

After completing this chapter, students will be able:

• To understand the steps necessary to set up transactions in the Microsoft Axapta Inter-company solution.

• To understand how to create inter-company purchase and sales orders within single and multi-company account environments.

Chapter 5: Customer Trade Agreements and Supplementary Items

In this chapter, you will learn