Distribution and Trade in Microsoft Dynamics AX 2012 Training Course
Course 80306
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Course Overview
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.
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
Course 80306: Distribution and Trade in Microsoft Dynamics AX 2012 is designed for customers and partners that want to learn more advanced features and functions offered in Microsoft Dynamics AX 2012 Trade and Distribution feature areas. Course 80306 would benefit sales and purchase managers, salespeople, purchasers, and other users in organizations that are responsible for the setup and administration of trade and logistics, inventory management, and quarantine management functionality.
Course 80306: Distribution and Trade in Microsoft Dynamics AX 2012 is designed for customers and partners that want to learn more advanced features and functions offered in Microsoft Dynamics AX 2012 Trade and Distribution feature areas. Course 80306 would benefit sales and purchase managers, salespeople, purchasers, and other users in organizations that are responsible for the setup and administration of trade and logistics, inventory management, and quarantine management functionality.
Course Outline
Module 1: Overview This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course. Lessons
Module 2: Over/Under Delivery and Charges This module examines how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX 2012. Also, it discusses how to handle 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
Lab : Use Under Delivery with Sales Lab : Create a Charges Code Lab : Manual Setup of Charges Lab : Create a Customer Charges Group Lab : Set Up Automatic Charges After completing this module, students will be able to:
Module 3: Customer and Vendor Agreements This module discusses Customer and Vendor 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. It 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
Lab : Set Up Smart Rounding Lab : Using Smart Rounding Lab : Supplementary Items Lab : Sales Agreements After completing this module, students will be able to:
Module 4: Item Arrival Registration This module is designed to describe the features in Microsoft Dynamics AX 2012 that support receiving items in a company. Lessons
After completing this module, students will be able to:
Module 5: Quarantine Management This module examines how Microsoft Dynamics AX 2012 uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on setup. The item may be in quarantine for a certain period, for example, for quantity control purposes. Quarantine management is part of the Microsoft Dynamics AX Inventory management chapter. Lessons
Lab : Purchase to Quarantine Inventory After completing this module, students will be able to:
Module 6: Vendor Returns This module discusses how to return a product to a vendor. You will learn how to handle the returns with and without serial and batch numbers attached. Lessons
Lab : Complete a Vendor Return Using Returned Order Type After completing this module, students will be able to:
Module 7: Sales Quotations 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
Lab : Create a Quotation Template Lab : Mass Create Quotations After completing this module, students will be able to:
Module 8: Item Reservations This module is designed to explain the Reservations functionality in Microsoft Dynamics AX 2012. Lessons
Lab : Automatic Reservation After completing this module, students will be able to:
Module 9: Sales Order Picking This module introduces the sales picking process Lessons
Lab : Edit, Reverse, and Split a Pick After completing this module, students will be able to:
Module 10: Customer Returns This module discusses how to accept and handle a product return from a customer. You will learn how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms. Lessons
Lab : Process a Return Order Lab : Generate the Packing Slip and Invoice for a Return Order After completing this module, students will be able to:
Module 11: Commissions This module introduces the steps that are required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions. Lessons
Lab : Commission Transactions After completing this module, students will be able to:
Module 12: Transfer Orders In this module, students gain an understanding of the Transfer orders form. This is a process-oriented method to deal with transfer orders between warehouses within the same company. Lessons
Lab : Pick, Ship and Receive a Transfer Order After completing this module, students will be able to:
Module 13: Reports This module introduces how the ABC Inventory classification system is used in Microsoft Dynamics AX 2012. It also discusses how to use Microsoft Dynamics AX 2012 reports to help in forecasting sales and purchase expectations. Lessons
Lab : Reports After completing this module, students will be able to:
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