Service Industries in Microsoft Dynamics AX 2012 Training Course
Course 80311
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Course Overview
This two-day instructor-led course provides students with an overview of the Project management functionality in Service Industries in Microsoft Dynamics AX 2012 R2.This course covers the most important functionality in the module, including its setup and processes. It assumes course participants have baseline knowledge of the earlier version.
This two-day instructor-led course provides students with an overview of the Project management functionality in Service Industries in Microsoft Dynamics AX 2012 R2.This course covers the most important functionality in the module, including its setup and processes. It assumes course participants have baseline knowledge of the earlier version.
Audience
Course 80311: Service Industries in Microsoft Dynamics AX 2012 R2 is designed for partners and customers with moderate to extensive knowledge of Project Management functionality in Service Industries.
Course 80311: Service Industries in Microsoft Dynamics AX 2012 R2 is designed for partners and customers with moderate to extensive knowledge of Project Management functionality in Service Industries.
Course Outline
Module 1: Work Breakdown Structure This module provides an overview of the functionality to add activities to a project in a hierarchical order. You can achieve this by copying activities from a WBS template or from existing projects. The activities can also be directly added to a project. Lessons
After completing this module, students will be able to:
Module 2: Project Quotations This module explains how to create the basic set up to create project quotations and define the quotation activities, schedule the activities, assign resources, submit, and approve quotations and convert the quotation to a project. Lessons
Lab : Submit the Project Quotation for Approval and Confirm the Quote After completing this module, students will be able to:
Module 3: Resource Scheduling This module explains the resource scheduling functionality in Microsoft Dynamics AX 2012 R2 to use an organization’s resources when they are needed. Lessons
After completing this module, students will be able to:
Module 4: Project Contracts with Billing Rules This chapter explains the concept of project contracts and the set up required to use the feature. It explains the concept of billing rules in project contracts. Lessons
After completing this module, students will be able to:
Module 5: Project Invoicing This chapter shows how to manage project invoices in Microsoft Dynamics AX 2012. It describes the procedure to reformat invoices and display the details of the transactions in the format required by the customer. The chapter also provides a detailed description of the customer advance feature. Lessons
Lab : Define and Request a Customer Advance After completing this module, students will be able to:
Module 6: Payment Retention This chapter explains how to use the functionality of Customer payment retention and Vendor payment retention in Microsoft Dynamics AX 2012 R2. Lessons
Lab : Assign a Vendor Payment Retention Term and Invoice the Purchase Order After completing this module, students will be able to:
Module 7: Subcontracting Terms This chapter covers the processes to set up the PWP terms, create and invoice a project purchase order with PWP terms, post the customer invoice, receive customer payments, and release the vendor payment. Additionally, it explains how to inquire on the PWP transactions and print the PWP report. Lessons
Lab : Invoice a Purchase Order with the Pay When Paid Term After completing this module, students will be able to:
Module 8: Cost Control This chapter shows you how to work with indirect costs in Microsoft Dynamics AX 2012 R2. It also describes the set up required for indirect costs and how to assign the costs to a project, project contract and billing rule. It also shows how to generate invoices with indirect costs. Lessons
After completing this module, students will be able to:
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