Course Overview
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. 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.
Audience
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.
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 wh
