Course 9101: Five 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 4.0, 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: General New Functionality 1-1
User Interface Refresh
Role Centers
Workflow
Contoso Demo Data Set
Summary

Chapter 2: Financials 2-1
Fill Utility
Posting Restrictions
Reason Codes
Generated Allocations - GL
Reversing Entries - GL
Budget Revisions - GL
Intercompany Eliminations - GL
Post Net Income to Multiple Equity Account Dimensions - GL
Voucher Templates - GL and AP
Remit-to Address - AP
Invoice Matching - AP
Print Management - AP and AR
Centralized Payments - AP and AR
Scenario - Customer Credit Note with Primary Payment
Centralized Statements - AR
Attributes - FA
Capitalization Threshold - FA
Project Module Integration Enhancements - FA
Transaction Reversals - FA
Replacement Cost and Insured Value Update
Create FA form PO
Summary

Chapter 3: Expense Management 3-1
Setup
Expense Management in Enterprise Portal
Inquiry
Summary

Chapter 4: SCM - General 4-1
Multisite Impact Across SCM Feature Areas
Multisite Activation Overview
Roles Using Multisite
Summary of Multisite Enhancements to SCM Area
Summary of General Enhancements to SCM Area
Summary

Chapter 5: Product Builder 5-1
Rule Debugger
Multi-site Product Builder
Configuration
Table Constraints
Summary

Chapter 6: Trade and Source 6-1
Request for Quote
Time Zone and Delivery Date Control
Multisite
Return Management
Purchase Requisition Workflow
Purchase Requisition
Set Up Purchase Requisitions
Set Up User Groups and Security Settings for Purchase Requisitions
Accounts Payable Invoice Matching
Add Miscellaneous Charges to Purchase Order Invoice
Invoice Based on Packing Slip
Summary

Chapter 7: Inventory Management 7-1
Arrival Overview
Shipment Reservations
Consolidated Picking
Deliver Picked Items
Staging
Pallet Transport
Shipping Carrier Interface
Posting to General Ledger
Summary

Chapter 8: Production and Master Planning 8-1
Production at Multiple Sites
Multisite Production Scenarios
Financial Dimension Link
Additional Production Enhancements
Master Planning Across Multiple Sites
Master Planning Performance Improvements
Summary

Chapter 9: Quality Management 9-1
Overview
Quality Control Setup and Quality Orders
Quality Management Setup
Quality Management Process
Summary

Chapter 10: Shop Floor Control 10-1
Changes in Production Order Flow
New Production Integration Setup
Multisite and Production Unit in Shop Floor Control
Electronic Timecard - Improvements
Registration Form - Improvements
Summary

Chapter 11: Costing and Inventory Valuation 11-1
Standard Cost
Weighted Average
Improved Inventory Closing
Summary

Chapter 12: CRM 12-1
Managing Leads
Managing Opportunities
Define Processes
Importing Business Files
Use of List Pages for Navigation
Define Responsibilities
Account for Time Zone Differences in Activities
Enable Sales Force Automation Activities Through Enterprise Portal
Track Business Information Through Global Address Book
Summary

Chapter 13: Project Accounting 13-1
Integration with Project Server 2007
Integration to Production
Integration to Purchasing
New Project Control Options
Project Trade Agreements
New Project Stage Options
Other Changes in Project Accounting
Summary

Chapter 14: What's New in Human Resources 14-1
Effective Performance Management
Enhanced Competence Management
Robust Compensation Management
Summary

Chapter 15: Payroll 15-1
Basic Payroll Process
Payroll Data Preparation
Payment Processing
Payroll Reporting
Implementer Training
Summary

Chapter 16: Service Management 16-1
Technician Portal
Customer Portal
Web Service Orders
Sales to Service Integration
Service Level Agreement
Service Dispatcher - Activity Generation
Service Dispatcher
Summary

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