Distribution and Trade in Microsoft Dynamics AX 2012 Training Course

Course 80306
3 Days

Instructor-Led Live: $1,795
Instructor-Led Remote: $1,295 - Learn more

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.

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 Outline
Module 1: Overview
This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course.
Lessons

Distribution and Trade

After completing this module, students will be able to:

Introduce the Distribution and Trade features in Microsoft Dynamics AX 2012

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

Introduction
Over/Under Delivery
Charges
Price Charges
Charges Codes
Manual Charges
Automatic Charges

Lab : Use Over/Under Delivery with Purchase Orders
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:

Set up the Accounts receivable and Procurement and sourcing modules to accept over and under delivery.
Set up acceptable over and under delivery percentages on a product.
Manage over and under deliveries in sales and purchase order processing.
Set up a charges group for customers, vendors, and items.
Add price charges to an item that is dependent or independent of the item quantity.
Set up a charges group for customers, vendors, and items.
Set up charges codes.
Manually add charges to a sales and purchase order.
Manually add charges to the purchase order lines.
Set up automatic charges for a specific customer, item, or item group.
Modify or delete automatic charges.

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

Activate Trade Agreements
Set Up Trade Agreements
Trade Agreements Parameters
Supplementary Items
Purchase and Sales Agreements

Lab : Customer Trade Agreement Setup
Lab : Set Up Smart Rounding
Lab : Using Smart Rounding
Lab : Supplementary Items
Lab : Sales Agreements
After completing this module, students will be able to:

Activate customer and vendor trade agreements.
Set up customer and vendor trade agreements.
Describe trade agreement parameters.
Set up and use supplementary items.
Describe how to work with sales and purchase agreements.
Discuss how to create sales and purchase agreements.
Define sales and purchase agreements.
Discuss how to use agreements when you create orders.
Discuss how to follow up on agreements.

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

Introduction
Item Registration Setup
Item Arrival

Lab : Manage an Item Arrival
After completing this module, students will be able to:

Set up registration requirements for incoming items.
Set up the Arrival overview form and start, register, and update item arrivals.

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

Introduction
Quarantine Warehouse Setup Parameters
Quarantine Item Management
Inventory Transactions on Quarantine Items

Lab : Create Quarantine Inventory
Lab : Purchase to Quarantine Inventory
After completing this module, students will be able to:

Set up a warehouse for quarantine management.
Set up an item to be automatically quarantined by setting up the required parameters.
Create and process a manual quarantine order.
Set up automatic quarantine management.
Split, return, and scrap part of the order in the quarantine order process.
Identify the inventory transactions associated with the statuses of a quarantine order.

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

Introduction
Create Vendor Returns
Create Vendor Returns for Serialized Items

Lab : Working with Vendor Returns
Lab : Complete a Vendor Return Using Returned Order Type
After completing this module, students will be able to:

Create a vendor or customer return by using a Negative quantity, the Create credit note feature, and the purchase order type Returned order.
Return an item with multiple serial and batch numbers to a vendor.

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

Introduction
Sales Quotation Setup
Working with Quotations
Additional Sales Quotation Features

Lab : Create a Quotation and Convert it to a Sales Order
Lab : Create a Quotation Template
Lab : Mass Create Quotations
After completing this module, students will be able to:

Set up sales quotations.
Work with sales quotations.
Define various sales quotation functions.

Module 8: Item Reservations
This module is designed to explain the Reservations functionality in Microsoft Dynamics AX 2012.
Lessons

Introduction
Why Perform Reservations and What You Can Reserve?
Manual Reservations
Automatic Reservations
Automatic Reservations and Selection of Batch
Explosion Reservations
View Reservations
Lock Reservations
Cancel Reservations
Batch Reservation
Picking Reserved Items

Lab : Manual Reservation
Lab : Automatic Reservation
After completing this module, students will be able to:

Set up Inventory and warehouse management and Accounts receivable parameters for reservations.
Perform a manual reservation for on-hand and ordered quantities of an item.
Perform an automatic reservation for on-hand and ordered quantities of an item.
Identify how Primary stocking for dimensions affects automatic reservations and re-reservations.
Perform a reservation of the type Explosion.
View reservations and print a picking list and packing slip.
Use the Lock reservation functionality.
Cancel a reservation.
Change multiple order reservations.
Pick a reserved item for a sales order.

Module 9: Sales Order Picking
This module introduces the sales picking process
Lessons

Introduction
Enable Sales Order Picking and Setup
Release Sales Order Picking
Automatic Registration of a Pick
Manual Registration of a Pick
Item Pick Registration of a Serial and Batch Inventory
Edit, Reverse and Split a Pick

Lab : Item Pick Registration of Serialized Inventory
Lab : Edit, Reverse, and Split a Pick
After completing this module, students will be able to:

Explain how the Inventory dimension group, the Inventory model group, and the Accounts receivable parameters affect the Item registration setup.
Set up the Release sales order picking form and allocate on-hand inventory for sales order picking.
Set up and process an automatic registration of a pick.
Set up and process a manual one-step pick.
Register serial and batch numbers during the picking process.
Work with the transaction in the Pick form to edit, reverse, and split picks.

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

Introduction
Set up Customer Returns
Create a Return Order
Item Arrival and Receipt Registration
Quarantine Orders
Replacement Orders

Lab : Create a Return Order
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:

Set up reason codes, disposition codes, and miscellaneous charges for customer returns.
Work with disposition actions.
Create a Return order and work with the Return order form.
Process the arrival of a Return order.
Handle returned items in quarantine inspection.
Create a Replacement order.

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

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

Lab : Commission Calculations
Lab : Commission Transactions
After completing this module, students will be able to:

Set up the elements of a commission agreement.
View commission transactions from a financially updated sales order.
View the commission transactions created from item returns.

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

Introduction
Set Up of Transfer Orders
Using the Transfer order Form
Picking Items For a Transfer Order
Shipping and Receiving a Transfer Order

Lab : Create a Transfer Order
Lab : Pick, Ship and Receive a Transfer Order
After completing this module, students will be able to:

Understand how to use a Transit warehouse for transfer orders.
Set up transport time and the delivery date control system for transfer orders.
Create a transfer order manually.
Pick a transfer order by using the Release transfer order picking form.
Ship and receive a transfer order.

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

Introduction
ABC Inventory Classification
Inventory Reports
Forecasting Reports

Lab : Run an ABC Classification Report
Lab : Reports
After completing this module, students will be able to:

Set up manual and automatic ABC classification on a single item.
Review and run the Physical inventory by inventory dimension report.
Use reports to help forecast sales and purchase expectations.

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Distribution and Trade in Microsoft Dynamics AX 2012 Training Course

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Course 80306
3 Days