Course Outlines

What's New in AX 2012

• Introduction: Extends the basic What's New material offered by Microsoft to help you better understand how the new features may benefit you and your company.
• Outline
  1. What's New in Financials
     1. Compliance, GL, AP and AR, Project Accounting, Case Management, HR
  2. What's New in Supply Chain Management and Manufacturing
     1. Product Mgmt, Agreements, Intercompany, Procurement, Lean, Time and attendance, Product Configurator
  3. What's New in Technical (Admin and Development)
  
  

Financials I

1. Introduction: Basics of General Ledger (GL), Accounts Receivables (AR), Accounts Payables (AP) and Bank Management (BM) setup and daily procedures
2. Outline
   1. Understand GL Chart of Accounts and Journal Setup
   2. How to perform GL daily procedures
   3. Understand Sales Tax Setup
   4. Understand BM Setup and perform daily procedures
   5. Understand AP Setup and perform daily procedures
   6. Understand AR Setup and perform daily procedures

Financial II

1. Introduction: Advanced financial features including budgets, intercompany, multicurrency and period end processes and reports
2. Outline
   1. Understand how to set up and maintain budgets.
   2. Understand the cash flow functionality.
   3. Setup multicurrency and know how to create multicurrency transactions.
   4. Understand the steps that you must follow to use the Advanced Payments functionality.
   5. Understand how to set Intercompany accounting and create transactions in more than one company.
   6. Understand the setup and steps that you must follow to consolidate companies.
   7. Understand the setup of customer account statements, collection letters, and interest.
   8. Understand how to import and use XBRL taxonomy.
   9. Understand the process available for a year end close.
   10. Understand how to set up and print financial statements.

Fixed Assets

1. Introduction: Define fixed assets, required functionality and understand the integration with AR, GL, Projects and Inventory
2. Outline
   1. Understand Fixed Asset Setup
   2. How to perform Asset Transactions
   3. How to use Fixed Asset Inquiries and Reports
   
   

 

About this Course
This three-day instructor-led course, Distribution and Trade in Microsoft Dynamics AX 2012, 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, sales people, purchasers, and other users in organizations that are responsible for the setup and administration of trade and logistics, inventory management, and quarantine management functionality.

At Course Completion
After completing this course, studens will be able to:

• Allow for over/under delivery of goods.
• Assign charges.
• Set up and manage quarantine management functionality.
• Recognize the pick process.
• Register serialized and batch inventory.
• Reverse and split a pick.
• Edit Item dimensions during picking.
• Create Vendor returns, Return actions, and Manage Customer returns.
• Manually reserve inventory.
• Set up automatic and explosion inventory reservation.
• Query, cancel, or change a reservation.
• Set up, activate, and modify Customer and Vendor trade agreements.
• Understand Customer and Vendor Price/Discount groups.
• Set up and use Supplementary items.
• Work with sales quotations.
• Define various sales quotation functions.
• Set up transfer orders.
• Create a transfer order.
• Pick items before transfer between warehouses.
• Transfer items between warehouses.
• Set up the elements of a commission agreement.
• View comission transactions from a financially updated sales order.
• Understand the ABC Inventory Classification System.
• Understand how to use the Physical inventory by inventory dimensions report.
• Understand how to use reports in forecasting sales and purchase expectations.

About this Course
This two-day instructor-led course, Supply Chain Foundation in Microsoft Dynamics AX 2012, 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, sales people, 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, studens will be able to:

• Create products and product masters.
• Discuss how to authorize product setup for legal entities.
• Discuss how to define a not stocked product.
• Create purchase orders and sales orders.
• Generate purchase and sales transactions.
• Create and correct packing slip and product receipts.
• Assign and manage serial and batch numbers.
• Set up quality control.
• Use quality orders.
• Set up quality management.
• Understand non conformances.
• Create and process an inventory adjustment and inventory movement journal.
• Create and process a transfer journal.
• Create and process a Bill of Materials (BOM) journal.
• Understand how to use journals to make inventory adjustments.
• Understand how to use the Counting journal to support and adjust physical inventory counts.

Course Outline Module 1: Overview
This module provides a general overview of Supply Chain in Microsoft Dynamics AX 2012.

Lessons

• Introduction
• Supply Chain
• Product Information Management
• Inventory Management
• Warehouse Management
• Quality Management

After Completing this module, students will be able to:

• Explain the concepts of supply chain in Microsoft Dynamics AX 2012.
• Describe the concept of product information management.
• Discuss the concept of inventory management.
• Explain the concept of warehouse management.
• Describe the concept of quality management.

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.

Lessons

• Introduction
• Defining Products
• Modeling Configurable Products
• Inventory Dimensions Groups
• Authorizing Product Setup in a Legal Entity
• Finalizing Product Setup in a Legal Entity
• Default Order and Site Settings
• Item Pricing
• Unit of Measure
• Defining Products as Not Stocked

Lab: Create and Release Product Masters Lab: Create and Apply a Product Template to Multiple Products
After completing this module, students will be able to:

• Describe the concept of products.
• Describe the concept of product masters and their variants.
• Describe the variant configuration technology types.
• Discuss inventory dimensions groups.
• Create and release products to an enterprise.
• Discuss how to finalize a released product.
• Set up default order settings.
• Set up item pricing, automatic updates of item prices and costing versions.
• Set up units of measurement and unit conversions.
• Describe how to create a not stocked product.

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.

Lessons

• Introduction
• Item Groups
• Item Model Groups
• Storage and Tracking Dimension Groups
• Warehouse Management

Lab: Create an Inventory Model Group and Apply it to a Released Product
After completing this module, students will be able to:

• Set up an item group.
• Determine posting types that are associated with item groups and investigate what they are used for.
• Set up an inventory model group and state the effect of different parameter settings in the groups on items.
• Set up a site and warehouse and attach it to a product.

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.

Lessons

• Introduction
• Working with Purchase Orders
• Set up Purchasing Parameters
• Create a Purchase Order
• Process a Purchase Order
• Generate Purchase Order Documents
• Change Management
• Purchase Order Tasks
• Purchase Order Inquiries and List Pages

Lab: Create Purchase Orders Lab: Change Management
After completing this module, students will be able to:

• Review the various forms and list pages for working with purchase orders.
• Set up purchasing parameters.
• Create a purchase order and add lines to it.
• Process a purchase order.
• Generate a purchase order receipts list and product receipt.
• Review the change management process, and set up the system for change management.
• Review additional tasks that can be completed for a purchase order.
• Review the list pages and inquiries that are available for purchase orders.

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.

Lessons

• Dimension Group - Tracking Dimensions
• Manual Allocation
• Automatic Allocation
• Tracing

Lab: Set Up and Item with Manual Allocation of Serial Numbers Lab: Set Up an Automatically Allocated Serialized Item Lab: Trace Items
After completing this module, students will be able to:

• Set up a tracking dimension group to allow for serial and batch number allocation.
• Allocate serial and batch numbers manually to a product.
• Set up a product to automatically have batch and serial numbers allocated.
• Use a transfer order to edit serial and batch numbers.
• Use the trace inventory dimension function to track a product's inventory dimensions.

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.

Lessons

• Working with Sales Orders
• Sales Order Types
• Set Up Sales Parameters
• Creating a Sales Order
• Ship to Multiple Addresses
• Delivery Schedule
• Enhanced Delivery Date Control
• Available Ship and Receipt Dates
• Order Entry Deadlines
• Direct Delivery
• Generate a Sales Order Confirmation
• Generate a Sales Order Picking List
• Generate a Picking List Registration
• Generate a Sales Order Packing Slip
• Shipping Carrier Interface

Lab: Create a Sales Order Lab: Setting up Transport Times Lab: Direct Delivery
After completing this module, students will be able to:

• Review the various forms and list pages for working with sales orders.
• Determine and apply different sales order types.
• Set up account receivable order parameters.
• Create a sales order and add lines to it.
• Specify multiple delivery addresses for sales order lines.
• Discuss how to set up a delivery schedule on a sales order.
• Set up the Delivery dates feature to specify and update requested dates.
• Use the Available dates feature to specify and update request dates.
• Create order entry deadlines and order entry deadline groups for sites.
• Create an order of the Direct delivery type and update the order.
• Review the sales order posting status and profiles.
• Discuss how to generate a sales order confirmation.
• Discuss how to generate a sales order picking list.
• Review the picking list registration process.
• Discuss how to generate a packing slip for a sales order.
• Explore the Shipment carrier interface feature.

Module 7: Quality Management
This module is designed to introduce the Quality management functionality in Microsoft Dynamics AX 2012.

Lessons

• Introduction
• Set Up Quality Management Basics
• Set Up Automatic Quality Order Generation
• Create a Manual Quality Order
• Work with a Non Conformance
• Quality Reports and Certificates

Lab: Set Up Quality Management Basics Lab: Set Up Automatic Quality Order Generation Lab: Create a Manual Quality Order
After completing this module, students will be able to:

• Describe the setup of the quality management feature's quality control component.
• Set up automatic quality order generation.
• Explain how to create and use manual quality orders.
• Work with a non conformance.
• Make non conformance correction.
• Review quality reports and certificate of analysis functionality.

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.

Lessons

• Introduction
• Inventory Journals Setup
• Inventory Adjustment and Movement Journals
• Transfer Journals
• Bill of Material Journals
• Counting Journals
• Counting Journal Setup
• Creating and Processing a Counting Journal
• Tag Counting Journals
• Inventory Blocking

Lab: Create a Movement Journal Lab: Create an Inventory Adjustment Journal Lab: Create a Transfer Journal Lab: Create a Bill of Materials Journal Lab: Create a Counting Journal
After completing this module, students will be able to:

• Create journal names for inventory journals.
• Set up dimension groups and inventory dimensions for journals.
• Set up posting for inventory journals.
• Create and process inventory adjustment and movement inventory journals.
• Create and process a transfer journal.
• Create and process a bill of material (BOM) journal.
• Explain counting journals.
• Set up warehouse items and counting groups.
• Create and process a counting journal.
• Create and process a tag counting journal.
• Block an inventoried item.

Before attemding this course, students must have:

• General knowledge of Microsoft Windows.
• Completed the Introduction to Microsoft Dynamics AX2012 Course.
• The ability to use Microsoft Dynamics AX 2012 for basic processing.
• Basic knowledge of trade and logistics and inventory management concepts.

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