What's
New - Application in Microsoft Dynamics AX 4.0
Course 8622: Three days; Instructor-Led
Introduction
This three day instructor-led course provides students with the knowledge and skills to recognize the key differences in the new features found in Microsoft Dynamics AX 4.0. This course does not cover functionality that has not changed since the previous version of Microsoft Dynamics AX. It assumes course participants have a baseline of knowledge on the previous version of Microsoft Dynamics AX.
Audience
This course is intended for people who plan to implement, configure, customize, consult, or support Microsoft Dynamics AX. The class is targeted toward consultants who need to understand the technical aspects of Microsoft Dynamics AX and gain foundational knowledge of the new application functionality differences from Microsoft Dynamics AX 3.0.
At Course Completion
After completing
this course, students will be able to:
• Identify
the new application features in Microsoft Dynamics AX 4.0
Prerequisites
To successfully participate in this course, participants should be familiar with past versions of Microsoft Dynamics AX, specifically with AX 3.0, so that they can better understand the significance of the new features. The material is not suitable for new consultants who should attend one of Global Training's core Microsoft Dynamics AX courses. More information on core course material can be found on Partnersource and Customer source.
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
Additional Reading
To help you
prepare for this class, review the following resources:
• Any
existing core material covering the topics covered
Course Outline
Chapter 1: Introduction
Lessons
• About
the Microsoft Dynamics AX 4.0 - What's New Application Training Course
Chapter 2: General Functionality
Lessons
• Release
Overview
• Trustworthy
Computing
• Global
Search
• Navigation
Pane and New Look and Feel
• Favorites
• Alerts
• Improved
Documentation
• Unicode
• Removal
of 2-tier, 3tier Thick, and Web Deployment
• Windows
Server 2003 Supported throughout Product
• Windows
Authentication Logon
Labs
• Lab
2.1 - TwC and Organizational Security Policy
• Lab
2.2 - Using Global Search
• Lab
2.3 - Set up the Favorites Pane
After completing
this module, students will be able to:
• Introduce
Microsoft Dynamics AX General new Functionality
• Introduce
Trustworthy Computing (TwC) as Corporate tenets
• Demonstrate
how the TwC tenets help define a customer's security policy
• Discuss
Navigation Pane and Look and Feel
• Examine
Global Search
• Use
alerts to stay informed
• Explain
Improved Documentation
• Introduce
Unicode
• Discuss
removal of 2-tier, 3-tier Thick, and Web Deployment
• Introduce
Windows Server 2003 supported throughout product
Chapter 3: Financial Management
Lessons
• Create
Dimensions, Sets, Hierarchies and Rules
• Financial
Statements
• Import
XBRL Taxonomy
• Exchange
Rate Adjustments
• Exchange
Rate Adjustment as by a Considered Date
• Transaction
Reversal
• Payment
Method and Proposal
• Methods
of Payment
• Consolidation
According to the FASB 52 Regulation
• Run
Consolidation According to the FASB 52 Regulation
• Demonstration
- FASB52 Consolidation
• EU115
Sales Tax Directive
• Ledger
Accrual
• Aging
Buckets
• Depreciation
Books, Conventions and Bonus
• Bonus
Depreciation
• Refund
Checks
• Default
Vendor Account Setup
Labs
• Lab
3.1 - Dimensions, Sets, Hierarchies and Rules
• Lab
3.2 - A New Financial Statement
• Lab
3.3 - Import XBRL Taxonomy
• Lab
3.4 - Exchange Rate Adjustments
• Lab
3.5 - Transaction Reversal
• Lab
3.6 - Payment Proposal
• Lab
3.7 - EU 115 Sales Tax Directive
• Lab
3.8 - Ledger Accrual
• Lab
3.9 - Aging Buckets
• Lab
3.10 - Depreciation Books, Conventions and Bonus Depreciation
• Lab
3.11 - Check Refund
• Lab
3.12 - Default Ledger Accounts
After completing
this module, students will be able to:
• Create
dimensions, sets, hierarchies and rules
• Create
a new financial statement
• Import
XBRL taxonomy
• Run
the exchange rate adjustment by the considered date
• Reverse
transactions on customer, vendor and ledger accounts
• Enable
new payment attributes on payment proposals
• Set
up consolidation to comply with the FASB 52 regulation
• Set
up elements to be printed on invoices to comply with EU directive 115
• Use
accrual schemes to divide the expense or income over time
• Use
aging buckets to analyze the timely distribution of Accounts Receivable
and Accounts Payable balances
• Set
up depreciation books, conventions and bonuses
• Refund
checks to customers
• Set
up default accounts for vendors
Chapter 4: Cost Accounting:
Lessons
• Cost
and Service Categories
• Cost
Balance
• Accruals
• Cost
and Service Distribution
• Budgeting
Labs
• Lab
4.1 - Create a Service Category
• Lab
4.2 - Display Cost Balances Lab
• Lab
4.3 - Distribute Costs Posted With a Dimension
• Lab
4.4 - Create a Complex Budget Model
• Lab
4.5 - Create a Flexible Budget
After completing
this module, students will be able to:
• Work
with the Service categories integrated in the Cost category form
• Display
the total values in the new form Cost balance
• Work
with Accruals
• Review
the benefits of the functionality Distribution
• Use
the new Cost budget and Service budget forms to create budget costs directly
from the menu
• Use
sub-models to create complex budget models
• Work
with the enhanced Flexible budget functionality
Chapter 5: Supply Chain Management
After completing
this module, students will be able to:
• Quotations
• Price
Simulations
• Project
Quotations
• BOM
Calculation
• Quantity
Dependent BOM
• Intercompany
master planning
• Subcontracting
• Production
Order Costing
• RFID
• Transfer
Orders
• Multiple
Ship To
• Delivery
Date control
• Release
Sales order picking
• Direct
Delivery
Chapter 6: Trade and Logistics
Lessons
• Multiple
Ship to
• Enhanced
Delivery Date Control
• Direct
Delivery
• Release
Sales Order Picking
• Transfer
Orders
Labs
• Lab
6.1 - Multiple Ship To
• Lab
6.2 - Setting up Transport Times
• Lab
6.3 - Available Dates and Delivery Dates
• Lab
6.4 - Direct Delivery
• Lab
6.5 - Release Sales Order Picking
• Lab
6.6 - Transfer Order 1 - Create a Transfer Order
• Lab
6.6 - Transfer Order 2 - Pick, Ship and Receive a Transfer Order
After completing
this module, students will be able to:
• Specify
an alternative address for purchase order lines
• Specify
an alternative delivery address for a sales order or sales order line
• Identify
the factors included in the delivery date calculation
• Set
up the delivery date control system
• Specify
and update request dates using the Available dates function
• Create
a purchase order for direct delivery from a sales order
• Run
posting updates on a direct delivery purchase order
• Update
the purchase order and sales order and view changes on the linked orders
• Set
up the Release sales order picking form
• Allocate
on-hand inventory for sales order picking
• Create
setup for transfer orders
• Create
a transfer order
• Pick
items before transfer between warehouses
• Transfer
items between warehouses
Chapter 7: Intercompany
Lessons
• Setting
Up the AIF Endpoint Settings in the Companies in the Intercompany Chain
• Copy
an Item from One Company to another Company
• Create
an Intercompany Chain of the Type Non-direct Delivery
• Direct
Delivery
• Return
Order
• Settlements
and Intercompany
Labs
• Lab
7.1
• Lab
7.2
• Lab
7.3
After completing
this module, students will be able to:
• Identify
the elements in the AIF endpoint setup
• Copy
an item from one company to another
• Create
an intercompany chain of the type non direct delivery and process the
resulting orders
• Create
an intercompany chain of the type direct delivery and process the resulting
orders
• Create
a return order intercompany order chain
• Settle
an intercompany payment transaction
Chapter 8: Master Planning
Lessons
• Extra
Section of a Minor but Powerful Functionality
• Benefit
with Intercompany Master Scheduling
Labs
• Lab
8.1: Set up and Execute Master Schedule in Company A, B & C
After completing
this module, students will be able to:
• Set
up Intercompany Master Schedule
• Make
or Buy decisions
• Run
periodic master schedule for Intercompany
• Set
up master plan to use for Intercompany
• Schedule
sequence for Intercompany
Chapter 9: Production Series
Lessons
• Quantity
Dependent BOM & Route versions
• Set
up of Range and Active BOM and Route
• Create
Production Order from Sales Or