Module 1: Item Reservations

This module is designed to introduce the Reservations functionality in Microsoft Dynamics AX 2009.

Lessons

• Why Perform Reservations and What Can You Reserve
• Manual Reservations
• Automatic Reservations
• Automatic Reservations and Selection of Lots
• Explosion Reservations
• View Reservations
• Lock Reservations
• Cancel Reservations
• Batch Reservation
• Picking Reserved items

Lab: Manual Reservation

• Set up a manual reservation from a sales order line

Lab: Automatic Reservation

• Set up an automatic reservation

After completing this module, students will be able to:

Module 2: Customer and Vendor Trade Agreements

This module discusses Customer and Vendor Trade 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. This module 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.

Lessons

• Set Up Trade Agreements
• Activate Trade Agreements
• Trade Agreement Parameters
• Make Adjustments to Agreements
• Supplementary Items

Lab: Vendor Trade Agreement Set Up

• Set up a vendor trade agreement

Lab: Customer Trade Agreement Set Up

• Create and attach line and multiline discount groups to items, and set up a trade agreement for a customer

Lab: Making Adjustments to Agreements

• Use a Price/discount agreement journal to change trade agreements

Lab: Supplementary Items

• Set up a supplementary item and attach it to a supplementary item group

After completing this module, students will be able to:

Module 3: Request For Quote

This module is designed to introduce the Request For Quote functionality in Microsoft Dynamics AX 2009.

Lessons

• Create a Request For Quote Case
• Record Request For Quote Replies
• Compare Request For Quote Replies
• Accept a Request For Quote

Lab: Create a Request For Quote

• Create a Request For Quote

After completing this module, students will be able to:

Module 4: Purchase Requisition

This module is designed to introduce the Purchase requisition functionality in Microsoft Dynamics AX 2009.

Lessons

• Managing Purchase Requisitions
• Setting Up Purchase Requisitions
• Define User Groups and security Settings for Purchase Requisitions
• Purchase Requisition Workflow

Lab: Create Purchase Requisitions

• Create a purchase requisition and approve it, and then view the approved requisition and create a purchase order. Review the purchase order journal

Lab: Create a Purchase Requisition Workflow Configuration

• Create a Purchase Requisition Workflow Configuration

After completing this module, students will be able to:

Module 5: Sales Quotation

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.

Lessons

• Sales Quotation Setup
• Working with Quotations
• Various Functions

Lab: Create a Quotation and Convert it to a Sales Order

• Prepare a quotation and convert it to an order

Lab: Create a Quotation Template

• Create quotation template for items

Lab: Mass Create Quotations

• Create mass quotations for a customer group

After completing this module, students will be able to:

Module 6: Quality Management

This module is designed to introduce the Quality management functionality in Microsoft Dynamics AX 2009.

Lessons

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

Lab: Set Up Quality Management Basics

• Enable Quality Management functionality in Microsoft Dynamics AX 2009, and set up quality management reports with a corresponding restriction. Create new test areas, and test instruments and then attach them to the corresponding test areas. Create new tests, test variables, a test group, a quality group, an item quality group and define items for this group. Set up a person responsible for quality.

Lab: Set Up Automatic Quality Order Generation

• Create rules needed to generate an automatic quality order, and generate an automatic quality order from a purchase order

Lab: Create a Manual Quality Order

• Create a manual quality order with corresponding test results

After completing this module, students will be able to:

Module 7: Transfer Orders

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

Lessons

• Setup of Transfer Orders
• Using the Transfer Orders Form
• Picking Items For a Transfer Order
• Shipping and Receiving a Transfer Order

Lab: Create a Transfer Order

• Create a transfer order and settings

Lab: Pick, Ship and Receive a Transfer Order

• Pick the quantity for transfer order, and set up transfer order for under delivery. Receive items and specify scrap, and then view the transactions for scrapped items

After completing this module, students will be able to:

Module 8: Commissions

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

Lessons

• Set Up a Commission
• View Commission Transactions
• Commission Transactions For Return Items

Lab: Commission Calculations

• Set up a commission agreement

Lab: Commission Transactions

• Create a document detailing the commission allocation by salesperson, and view transaction details

Lab: Return Item Commission Transactions

• Create a return order related to the original sales order, and review the transactions

After completing this module, students will be able to:

Module 9: Inventory Journals

In this module, students gain an understanding of Inventory journals in Microsoft Dynamics AX 2009 by reviewing the initial setup and each of the journals. 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

• Set Up of Inventory Journals
• Profit/Loss and Movement Journals
• Transfer Journals
• Bill of Material Journals
• Counting Journals
• Counting Journal Specific Setup
• Creating and Processing a Counting Journal
• Tag Counting Journals

Lab: Movement Journal

• Create a Movement journal, pick the items and then post the journal

Lab: Profit and Loss Journal

• Register an inventory adjustment with a Profit and Loss journal

Lab: Transfer Journal

• Register a transfer using the transfer journal

Lab: Bill of Materials Journal

• Report an item as finished using a BOM journal

Lab: Counting Journal

• Perform a count using a counting journal

After completing this module, students will be able to:

Module 10: Inventory Reports

This module introduces how the ABC Inventory Classification System is used in Microsoft Dynamics AX 2009. It also discusses how to use Microsoft Dynamics AX 2009 reports to help in forecasting sales and purchase expectations.

Lessons

• ABC Inventory Classification
• Forecasting Reports

Lab: Make an ABC Forecast

Lab: Suggest ABC Classifications

Lab: Reports

• Run the ABC Classification Report and the Item/Customer Statistics Report

After completing this module, students will be able to: