Trade
& Logistics I in Microsoft Dynamics AX 4.0
Course 8625: Three days; Instructor-led
Introduction
The three-day Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1, course explores the basics of trade and inventory flow in Microsoft Dynamics AX 4.0. This course shows you how to manage sales and purchase transactions, manage inventory that includes quarantine management, post sales and purchase transactions, assign, manage, and trace serial and batch numbers. This course also teaches you how to allow for over/under delivery of both sales and purchases, assign miscellaneous charges, assign ABC Classifications to items, and report on inventory, sales, and purchasing activities.
Audience
Customers wishing to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics AX 4.0 Trade & Logistics functionality.
The class is targeted toward sales and purchase managers, salespeople, and purchasers, and other people in organizations responsible for the setup and administration of trade and logistics, and inventory management functionality.
At Course Completion
After completing
this course, students will be able to:
• Create
Purchase and Sales orders
• Create
and manage inventory and inventory dimensions
• Post
Purchase and Sales transactions
• Assign
and manage serial and batch numbers
• Allow
for over/under delivery of goods
• Assign
miscellaneous charges
• Set
up and manage quarantine management functionality
• Assign
ABC Classifications to items
• Report
on inventory, sales, and purchasing activities
Prerequisites
Before attending
this course, students must have:
• General
knowledge of Microsoft Windows
• The
ability to use Microsoft Dynamics AX 4.0 for basic processing
In addition,
it is recommended, but not required, that students have completed:
• Basic
knowledge of trade and logistics
• Basic
knowledge of inventory management concepts
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.
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
• Microsoft
Dynamics AX 4.0: Physical and Financial Inventory
• Understanding
the Information Flow in Microsoft Dynamics AX 4.0
After completing
this module, students will be able to:
• Understand
the purpose of the Trade & Logistics I in Microsoft Dynamics AX 4.0
training course
• Define
Trade and Logistics
• Have
a basic understanding of inventory in Microsoft Dynamics AX 4.0
Chapter 2: Working with Purchase and Sales Orders
This chapter focuses on how to create 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 and Advanced View
• Sales
Order Types
• Purchase
order and Sales Order Parameters
• Multiple
Ship to functionality
• Enhanced
delivery date control
• Direct
delivery
Lab 2-1:
Working with Purchase Orders
• Create
different type of purchase orders.
Lab 2-2:
Create Sales Orders
• Create
a sales orders.
Lab 2-3:
Applying Purchase Parameters
• Apply
purchase parameters based on an implementation scenario.
Lab 2-4:
Applying Sales Parameters
• Applying
sales parameters based on an implementation scenario.
Lab 2-5:
Multiple Ship to
• Multiple
Ship To and Purchase Orders
• Multiple
Ship To and Sales Orders
Lab 2-6:
Setting up Transport Times
• Setting
up Transport times between company and customers using different modes
of delivery.
Lab 2-7:
Available Dates and Delivery Dates
• Simulate
different sales delivery date scenarios.
Lab 2-8:
Direct Delivery
• Create
and update an order of the type direct delivery.
After completing
this module, 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.
• Specify
alternative receipt addresses for a purchase order line.
• Specify
alternative delivery addresses for a sales order header and sales order
lines.
• Set
up the delivery date control system.
• Use
the Available dates functionality to select the earliest possible delivery
date.
• Create
and update an order the type direct delivery.
Chapter 3: Quotations
This chapter 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
• Set
up a Sales Quotation
• Work
with Quotations
• Various
Quotation Functions
Lab 3-1:
Create a quotation and Convert to a Sales order
• Create
a quotation
• Convert
quotation to sales order
Lab 3-2:
Create Quotation Template
• Create
a template group
• Create
a quotations template
Lab 3-3:
Mass Create Quotations
• Mass
create quotations
After completing
this module, students will be able to:
• Set
up necessary number sequences and tables for using sales quotations.
• Set
up default values for quotations.
• Create,
modify, and delete quotations.
• Convert
a sales quotation to a sales order.
• Create
quotation templates.
• Use
various quotation functions.
Chapter 4: Inventory
In this chapter we concentrate on how to create and set 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
• Item
Groups
• Inventory
Model Groups
• Dimension
Groups
• Inventory
Parameters
• Creating
Items
• Units
of Measure and setting up unit conversion
• Warehouse
Management
• Setting
Purchase, Cost, and Sales Pricing of Items
Lab 4-1:
Locating Inventory Posting Accounts
• Identify
different posting accounts for item groups.
Lab 4-2:
Set up an Inventory model group and apply it to an item
• Set
up an Inventory model group and apply it to an item. See effect of parameters
on item purchase and sales transactions
Lab 4-3:
Create Inventory Dimension Group
• Create
inventory dimension group. See effect of parameters on item setup and
transactions.
Lab 4-4:
Create New Item
• Create
new item specifying order quantity parameters and setting up item unit
conversion.
Lab 4-5:
Item Pricing
• Set
up automatic updating of pricing on an item
After completing
this module, 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 Dynamics AX 4.0.
• 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 5: Sales and Purchase Order Postings
In this chapter we discuss a variety of different posting techniques and processes that you apply when working with sales and purchase orders in Microsoft Dynamics AX 4.0. Additionally, inventory posting profiles is discussed. Inventory posting profiles control what ledger accounts are used and when they are used when purchasing and selling inventory.
Lessons
• What
is Posting?
• Post
Purchase Orders
• Updating
Sales Orders
• Sales
Order Posting Profile
• Purchase
Order Posting Profile
Lab 5-1:
Post a Purchase Order
• Post
purchase orders using summary updating.
Lab 5-2:
Post a Sales Order
• Post
a sales orders using summary updating and varying the update parameters.
Test Your
Knowledge: Sales and Purchase Order Posting Profiles
• Test
Your Knowledge : Questions about sales and purchase order posting
After completing
this module, 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 Dynamics
AX 40
• Setting
up an Inventory sales posting profile
Chapter 6: Serial and Batch Numbers
In this chapter we discuss how serial numbers and batch numbers are used, and how to set up, allocate, and change serial numbers and batch numbers. In addition, we focus on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX.
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 6-1:
Manually Allocating Serial and Batch Numbers
• Set
up an Automatically Allocated Serialized Item
Lab 6-3:
Changing Serial and Batch Numbers
• Change
the Batch Number on an Item Transaction
Lab 6.4 (
Trace Items Using Batch Numbers
• Trace
function to find the transformers so that they can be recalled.
After completing
this module, students will be able to:
• 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 through serial and
batch numbers
• To
be able to trace the receipt and issue of serialized items within Microsoft
Dynamics AX
• To
learn how to change a serial or batch number
Chapter 7: Over/Under Delivery and Miscellaneous Charges
In this chapter, we discuss how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX. In addition, we discuss how to handle miscellaneous charges in Sales and Purchase orders that include 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 7-1:
Over/Under Delivery Setup
• Set
up an Item for Over/Under Delivery
Lab 7-2:
Over/Under Delivery Transactions
• Use
Under Delivery with Sales
Lab 7-3:
Miscellaneous Charges
• Create
Price Miscellaneous Charges
Lab 7-4:
Miscellaneous Charges Codes
• Create
a Miscellaneous Charges Code
Lab 7-5:
Miscellaneous Charges Group
• Create
a Customer Miscellaneous Charges Group
Lab 7-6:
Manual Set up of Miscellaneous Charges
• Set
up Miscellaneous Charges Manually to a Sales Order
Lab 7-7:
Automatic Set up of Miscellaneous Charges
• Set
up Miscellaneous Charges Automatically to a Customer
Lab 7-8:
Landed Costs
• Add
Landed Costs to an Invoice Journal
After completing
this module, students will be able to:
• 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 have not been fully received
• Understand
working with miscellaneous charges that include 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 8: Quarantine Management
In this chapter we discuss how Microsoft Dynamics uses 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 example, for quantity control purposes. Document management can be used, alongside a Quarantine order, in order to document data for a specific order. Quarantine management is part of the Microsoft Dynamics AX 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 8-1:
Quarantine Warehouse Setup
• Set
up a Quarantine Warehouse
Lab 8-2:
Quarantine Parameters
• Create
Quarantine Inventory
Lab 8-3:
Quarantine Processing
• Purchase
to Quarantine Inventory
Test Your
Knowledge
• Quarantine
Managed Items
After completing
this module, 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 Microsoft Dynamics AX. We also discuss how to use Microsoft Dynamics AX reports to help 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 9-1:
Make an ABC Forecast
• Make
an ABC Forecast
Lab 9-2:
Suggest ABC Classifications
• Suggest
ABC Classification
Lab 9-3:
Reports
• Run
the ABC Classification Report
• Run
the Item/Customer Statistics Report
After completing
this module, students will be able to:
• Understand
the ABC Inventory Classification System and its use in Microsoft Dynamics
AX.
• Understand
the use of Microsoft Dynamics AX reports in forecasting sales and purchase
expectations.
 |
 |
 |
