Module 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 chapter, students will be able to:

Module 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: Working with Purchase Orders

• Create different type of purchase orders.

Lab: Create Sales Orders

• Create a sales order.

Lab: Applying Purchase Parameters

• Apply purchase parameters based on an implementation scenario.

Lab: Applying Sales Parameters

• Apply sales parameters based on an implementation scenario.

Lab: Multiple Ship to

• Multiple Ship To and Purchase Orders
• Multiple Ship To and Sales Orders
• Direct delivery

Lab: Multiple Ship to and Sales Orders

• Multiple Ship To and update sales orders header addresses.
• Multiple Ship To and update sales order line addresses.

Lab: Setting up Transport Times

• Set up Transport times between company and customers using different modes of delivery.

Lab: Available Dates and Delivery Dates

• Simulate different sales delivery date scenarios.

Lab: Direct Delivery

• Create and update an order of the type direct delivery.

After completing this chapter, students will be able to:

Module 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: Create a quotation and Convert to a Sales order

• Create a quotation
• Convert quotation to sales order

Lab: Create Quotation Template

• Create a template group
• Create a quotations template

Lab: Mass Create Quotations

• Mass create quotations

After completing this chapter, students will be able to:

Module 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 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: Locating Inventory Posting Accounts

• Identify different posting accounts for item groups.

Lab: 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: Create Inventory Dimension Group

• Create inventory dimension group. See effect of parameters on item setup and transactions.

Lab: Create New Item

• Create new item specifying order quantity parameters and set up item unit conversion.

Lab: Item Pricing

• Set up automatic updating of pricing on an item.

After completing this chapter, students will be able to:

Module 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 when they are used when purchasing and selling inventory.

Lessons

• What is Posting
• Post Purchase Orders
• Updating Sales Orders
• Sales Order Posting Profile
• Purchase Order Posting Profile

Lab: Post a Purchase Order

• Post purchase orders using summary updating.

Lab: Post a Sales Order

• Post a sales orders using summary updating and varying the update parameters.
• Test Your Knowledge: Questions about sales and purchase order posting

After completing this chapter, students will be able to:

Module 6: Serial and Batch Numbers

In this chapter we discuss how serial numbers and batch numbers are used, and how to set up, allocate, and change serial numbers and batch numbers. In addition, we focus on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX.

Lessons

• Setting up Serial and Batch Numbers as Inventory Dimensions
• Manually Allocating Serial and/or Batch Numbers
• Automatically Allocating Serial and/or Batch Numbers
• Creating Number Groups for Automatic Allocation
• Understanding Tracing
• Tracing the Receipt and Issue of Serialized Items
• Trace Inventory Dimensions

Lab: Set Up an Item with Manual Allocation of Serial Numbers

• Set up an item to manual serial number allocation and register the items on receipt.

Lab: Set Up an Automatically Allocated Serialized Item

• Create a number group and attach the group to an item.

Lab: Lab 6.3 ( Trace Items

• Trace function to find the items so that they can be recalled.

After completing this chapter, students will be able to:

Module 7: Over/Under Delivery and Miscellaneous Charges

In this chapter, we discuss how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX. In addition, we discuss how to handle miscellaneous 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.

Lessons

• Over/Under Delivery Setup
• Parameter Setup
• Item Setup
• Over/Under Delivery Transactions
• Miscellaneous Charges
• Fixed Charges
• Miscellaneous Charges Codes
• Setting up Manual Miscellaneous Charges
• Setting up Automatic Miscellaneous Charges
• Editing Automatic Miscellaneous Charges
• Miscellaneous Charges Transactions
• Landed Cost Miscellaneous Charges

Lab: Over/Under Delivery Setup

• C Set up an Item for Over/Under Delivery

Lab: Over/Under Delivery Transactions

• Use Under Delivery with Sales

Lab: Miscellaneous Charges

• Create Price Miscellaneous Charges

Lab: Miscellaneous Charges Codes

• Create a Miscellaneous Charges Code

Lab: Miscellaneous Charges Group

• Create a Customer Miscellaneous Charges Group

Lab: Manual Set up of Miscellaneous Charges

• Set up Miscellaneous Charges Manually to a Sales Order

Lab: Automatic Set up of Miscellaneous Charges

• Set up Miscellaneous Charges Automatically to a Customer

Lab: Landed Costs

• Add Landed Costs to an Invoice Journal

After completing this chapter, students will be able to:

Module 8: Quarantine Management

In this chapter we discuss how Microsoft Dynamics uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on set up. The item may be in quarantine for a certain period, for example, for quantity control purposes. Document management can be used, alongside a Quarantine order, in order to document data for a specific order. Quarantine management is part of the Microsoft Dynamics AX Inventory management module.

Lessons

• Quarantine Management Setup
• Quarantine Warehouse Setup
• Quarantine Parameters
• Quarantine Item Management
• Quarantine Processing
• Manual Quarantine Orders
• Automatic Quarantine Management
• Quarantine Order Processing Options
• Inventory Transactions on Quarantine Items

Lab: Create Quarantine Inventory

• Set up a Quarantine Warehouse

Lab: Purchase to Quarantine Inventory

• Create Quarantine Inventory

Lab: Test Your Knowledge

• Quarantine Managed Items

After completing this chapter, students will be able to:

Module 9: Reporting and Statistics

In this chapter we introduce how the ABC Inventory Classification System is used in Microsoft Dynamics AX. We also discuss how to use Microsoft Dynamics AX reports to help in forecasting sales and purchase expectations.

Lessons

• ABC Inventory Classification
• Pareto's Law
• ABC Codes
• ABC Classification Job
• Inventory Forecasting Reports
• Purchase Order Analysis
• Deciding Item Coverage
• Sales Order Analysis

Lab: Make an ABC Forecast

• Make an ABC Forecast

Lab: Suggest ABC Classifications

• Suggest ABC Classification

Lab: Reports

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

After completing this chapter, students will be able to: