8631: Trade & Logistics II in Microsoft Dynamics AX 4.0 Training Course in Atlanta

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Course#:	8631
Vendor:	Microsoft
Product:	Microsoft Dynamics AX 4.0
Role(s):	Information Workers
Length:	2 Days
Price:	Call

Module 1: introduction

The purpose of this chapter is to introduce students to the course and its goals.

Lessons

Important Definitions
Understanding the Information Flow in Microsoft Dynamics AX

After completing this , students will be able to:

Module 2: Item Registration

This chapter is designed to introduce item registration during the pick process as a preparation to Reservations and Marking that is discussed in Chapter 2.

Lessons

Item Registration Setup
Automatic and Manual Registration of a Pick
Item Registration of Serialized and Batch Inventory
Editing, Reversing and Split Picks
Release Sales Order Picking

Lab: Completing a Manual Two-Step Pick

Set Up of Inventory Model Group
Pick items using a manual two-step pick

Lab: Item Registration of Serialized Inventory

Use a manual two-step pick to pick and reserve serialized inventory

Lab: Editing, Reversing and Splitting a Pick

Reverse and edit a pick with batch numbers assigned
Reverse and split a pick with batch numbers assigned

Lab: Release Sales Order Picking

Activate and pick lines attached to a sales order
Sort sales orders by their customer classification and allocate onhand inventory

After completing this module, students will be able to:

Module 3: Item Reservations and Marking

This chapter is a follow-up to Item Registration covered in Chapter 1 and is designed to introduce Reservations and Marking functionality in Microsoft Dynamics AX.

Lessons

Reservations, Dimensions and Transactions
Reservation Parameters
Manual Reservations
Automatic Reservations
Explosion Reservations
View Reservations
Lock Reservations
Cancel Reservations
Batch Reservation
Picking Reserved items
Marking

Lab: Manual Reservation

Set up a manual reservation from a sales order line

Lab: Automatic Reservation

Set up an automatic reservation

Lab: Lab 3

R Mark an item issue against an item receipt

After completing this chapter, students will be able to:

Module 4: Item Returns

This chapter discusses how to return a product to a vendor and to accept a product return from a customer. In both cases, you will be shown how to handle the returns with and without serial and batch numbers attached.

Lessons

Vendor Returns
Vendor Returns with Serialized Items
Customer Returns
Customer Serialized Returns

Lab: Working with Item Returns

Create a vendor return by copying an original purchase order

Lab: Completing a Vendor Return Using Order Type: Returned Item

Create a vendor return using the order type Returned Item

Lab: Customer Return of Non-Resalable Items

Create a customer return using a negative quantity on the sales order

After completing this chapter, students will be able to:

Module 5: Customer and Vendor Trade Agreements

This chapter discusses Customer and Vendor Trade Agreements that are fixed price agreements you enter into with one or more customers or vendors for the sale of individual or multiple items. This chapter 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
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 chapter, students will be able to:

Module 6: Inventory Closing

This chapter discusses inventory closing and adjustment which determines how you value your inventory and how adjustments can be made to inventory value. The chapter also examines the inventory closing process itself from pre-closing checks to viewing item settlements. Additionally, the chapter also focuses on making adjustments before and after inventory closing has been performed.

Lessons

The Fundamental Costing Issue
Standard Cost Price
Estimated Inventory Values before Closing
Packing Slip Updates and Inventory value
Inventory Models Used for Closing
The Dimension Group Parameter Financial inventory and Inventory Closing
Pre-closing Actions
Closing Inventory
Inventory Recalculation
Manual Inventory Adjustments
Inventory Costing and Adjusting Reports

Lab: Inventory Models

Create purchase order and sales order transactions for items with different model groups.
Close inventory and investigate how the inventory model affected the inventory valuation.

Lab: Costing with Financial Inventory

Create a sales order for an item that uses weighted average inventory model invoice the order.
Investigate how settlements were made on account of the Financial inventory setting of the dimension group for the item.

Lab: Inventory Closing and Weighted Average Parameters

Repeat inventory closing for the sales order form the last lab and change the Weighted Average Parameters.
Investigate what effect this change had on closing and settlements.

Lab: Adjust Transactions

Create purchase orders for an item and make an adjustment to the transaction

Lab: Recalculation

Create a sales order that will be fulfilled by the purchase orders from the previous lab.
Run a recalculation and investigate how the item's inventory model group affected settlements of the transaction.

After completing this chapter, students will be able to:

Module 7: Inventory Journals

In this chapter, you should gain an understanding of Inventory journals in Microsoft Dynamics AX 4.0 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

Inventory Journals General Setup
Journal Names
Dimensions and More
Posting
Profit/Loss and Movement Journals
Transfer Journals
Bills of Material Journals
Counting Journals Setup
Warehouse Items
Counting Groups
Creating and Processing a Counting Journal
Tag Counting Journals

Lab: Movement Journals

Create a transaction with a movement journal.

Lab: Profit and Loss Journal

Lab: Bill of Materials Journal

Report and item as finished using a BOM journal

Lab: Transfer Journal

Lab: Counting Journal

Perform a count using a counting journal

Lab: Tag Counting Journal

Use a tag counting journal to perform and process a count.

After completing this chapter, students will be able to:

Module 8: Transfer Orders

This is a process-oriented way to deal with transfer orders between warehouses within the same company.

Lessons

Setup for Transfer orders.
Using the Transfer orders form.
Picking Items for a Transfer Order
Shipping and Receiving a Transfer Order

Lab: Create a Transfer Order

Set up Transport between two warehouses and enable the delivery date control system.
Simulate delivery scenarios.

Lab: Pick Ship and Receive a Transfer Order

Pick the transfer order you created in the last lab
Specify under delivery for a transfer order.
Ship and Receive the transfer order.
Register scrap transactions.

After completing this chapter, students will be able to:

Module 9: Commissions

This chapter 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.