Supply Chain Foundation in Microsoft Dynamics AX 2012

Course overview
This Supply Chain Foundation in Microsoft Dynamics AX 2012 course provides students with the necessary tools and resources to perform basic tasks in the trade and inventory flow in Microsoft Dynamics AX 2012.
Audience Profile

This course is intended for customers and partners who want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 Supply Chain functionality.

The class is intended for sales and purchase managers, salespeople, purchasers, and other people in organizations responsible for the setup and administration of trade and logistics and inventory management functionality.

Course Outline
Module 1: Overview

This module provides a general overview of Supply Chain in Microsoft Dynamics AX 2012.

Module 2: Product Information Management

This module concentrates on how to create and set up a new product. Creating new products is completed through the Product information management module.

Module 3: Inventory Management Setup

This module concentrates on finalization of product setup. All item-based data that is created in Inventory Management is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.

Module 4: Purchase Orders

Create purchase orders by using the Header and Line views, purchase order types, and purchase parameters. It also discusses many posting techniques and processes that you can apply when you work with purchase orders in Microsoft Dynamics AX 2012. Additionally, inventory posting profiles are discussed. Inventory posting profiles control which ledger accounts are used and when they are used, when you are purchasing and selling inventory.

Module 5: Serial and Batch Numbers

This module explains how serial numbers and batch numbers are used and how to set up, allocate, and change serial numbers and batch numbers. Also, it focuses on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX 2012.

Module 6: Sales Orders

This module focuses on how to create sales orders by using the Header and Line views, sales order types, and sales parameters. It also discusses many posting techniques and processes that you apply when you work with sales orders in Microsoft Dynamics AX 2012. Additionally, inventory posting profiles are discussed.

Module 7: Quality Management

This module is designed to introduce the Quality management functionality in Microsoft Dynamics AX 2012.

Module 8: Inventory Journals

In this module, students gain an understanding of Inventory journals in Microsoft Dynamics AX 2012 by reviewing the initial setup and each journal. Inventory journals are used for posting physical and financial inventory transactions including posting issues and receipts, inventory movements, creating Bills of Material, and reconciliation of physical inventory.

Prerequisites:
Before attending this course, students must have:

  •   General knowledge of Microsoft Windows.
  •   Completed the Introduction to Microsoft Dynamics AX 2012 course.
  •   The ability to use Microsoft Dynamics AX 2012 for basic processing.
  •   Basic knowledge of trade and logistics and inventory management concepts.

 

Distribution and Trade in Microsoft Dynamics AX 2012

Course Overview
This Distribution and Trade in Microsoft Dynamics AX 2012 course introduces advanced Trade & Logistics functionality. This course builds on information provided in the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.
Audience Profile

This course is intended for customers and partners that want to learn more advanced features and functions offered in Microsoft Dynamics AX 2012 Trade and Distribution feature areas. The course is targeted toward sales and purchase managers, salespeople, purchasers, and other users in organizations that are responsible for the setup and administration of trade and logistics, inventory management, and quarantine management functionality.

Course Outline
Module 1: Overview

This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course.

Module 2: Over/Under Delivery and Charges

This module examines how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX 2012. Also, it discusses how to handle 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.

Module 3: Customer and Vendor Agreements

This module discusses Customer and Vendor Agreements that are fixed price agreements that are entered into with one or more customers or vendors for the sale of individual or multiple items. It also covers Supplementary Items that are complimentary or supplementary items sold to a customer or customer group, or sold with an item or item group.

Module 4: Item Arrival Registration

This module is designed to describe the features in Microsoft Dynamics AX 2012 that support receiving items in a company.

Module 5: Quarantine Management

This module examines how Microsoft Dynamics AX 2012 uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on setup. The item may be in quarantine for a certain period, for example, for quantity control purposes. Quarantine management is part of the Microsoft Dynamics AX Inventory management chapter.

Module 6: Vendor Returns

This module discusses how to return a product to a vendor. You will learn how to handle the returns with and without serial and batch numbers attached.

Module 7: Sales Quotations

This module 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

Module 8: Item Reservations

This module is designed to explain the Reservations functionality in Microsoft Dynamics AX 2012.

Module 9: Sales Order Picking

This module introduces the sales picking process

Module 10: Customer Returns

This module discusses how to accept and handle a product return from a customer. You will learn how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms.

Module 11: Commissions

This module introduces the steps that are required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions.

Module 12: Transfer Orders

In this module, students gain an understanding of the Transfer orders form. This is a process-oriented method to deal with transfer orders between warehouses within the same company.

Module 13: Reports

This module introduces how the ABC Inventory classification system is used in Microsoft Dynamics AX 2012. It also discusses how to use Microsoft Dynamics AX 2012 reports to help in forecasting sales and purchase expectations.

Prerequisites: 
Before attending this course, students must have:

  •   General knowledge of Microsoft Windows
  •   The ability to use Microsoft Dynamics AX 2012 for basic processing.
  •   Completed the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.

In addition, students should have:

  •   Knowledge of trade and logistics.
  •   Knowledge of inventory management concepts.

 

Bill of Materials in Microsoft Dynamics AX 2012

Course overview
This instructor-led course introduces the features of  Bill of Materials functionality in Microsoft Dynamics AX 2012.
Audience Profile

This course is intended for partners, customers, and Microsoft team members with moderate knowledge of Bill of Materials functionality in a Distribution and Trade environment.

Course Outline
Module 1: Bill of Materials Overview

This chapter provides an overview of the Microsoft Dynamics AX 2012 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process.

Module 2: Creating Simple BOMs

This chapter explains how to create simple BOMs by using the Bills of materials form, and create and edit simple BOMs by using the BOM designer.

Module 3: Creating BOMs with Versions

This chapter explains the concept of version control, and describes how to create BOMs with versions. In addition, this section covers activating, copying, and changing BOM versions, in addition to creating quantity-dependent BOMs and by using other version-related functionality.

Module 4: Working with BOM and Item Configurations

This chapter explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.

Module 5: Working with BOM Calculations

This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 2012, in addition to the use and set up of Cost groups, Profit settings, Calculation groups, and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.

Module 6: Sales Orders and BOMs

This chapter describes creating a sales order with a configurable BOM, viewing, exploding, and calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales order.

Module 7: Scrap and Measurement

This chapter describes the use and setup of constant and variable scrap and BOM calculations by using scrap. The section also covers the use and setup of measurements including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements.

Module 8: Report a BOM as Finished

This chapter describes the purpose of reporting a BOM as finished, and explores the methods of accessing the Report as Finished process within Microsoft Dynamics AX 2012.

Module 9: Reports and Other BOM Functionality

This chapter describes the standard BOM reports in Microsoft Dynamics AX 2012 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.

Prerequisites:
Before attending this course, its recommended that students can have:

  •   Introduction to Microsoft Dynamics AX 2012.
  •   Supply Chain Foundation in Microsoft Dynamics AX 2012
  •   Distribution and Trade in Microsoft Dynamics AX 2012