Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Training Course
Course 80415
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Course Overview
This course provides insight and guidance to procurement and sourcing features along with Accounts Payable features in Microsoft Dynamics AX that are often used by public sector organizations as they request, order and pay for products and services. It also provides information on workflow and the Vendor Portal and Procurement Order Site.
This course provides insight and guidance to procurement and sourcing features along with Accounts Payable features in Microsoft Dynamics AX that are often used by public sector organizations as they request, order and pay for products and services. It also provides information on workflow and the Vendor Portal and Procurement Order Site.
Audience
Course 80415: Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 is designed primarily for partners that sell and implement public sector solutions to customers. This class is also beneficial to customers that are already familiar with AX Public Sector financial topics and are seeking to learn about procurement functionality.
Course 80415: Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 is designed primarily for partners that sell and implement public sector solutions to customers. This class is also beneficial to customers that are already familiar with AX Public Sector financial topics and are seeking to learn about procurement functionality.
Course Outline
Module 1: Procurement and Accounts Payable Overview This module introduces Procurement and sourcing features along with Accounts Payable features in Microsoft Dynamics AX. that are often used by public sector organizations as they request, order and pay for products and services. Lessons
Module 2: Procurement and Accounts Payable Setup and Purchasing Policies This module focuses on setting up main accounts, posting definitions, journals, payment terms and other items to make the most of purchasing related features in Microsoft Dynamics AX.Lessons
Lab : Create a Purchasing Policy and Rule After completing this module, students will be able to:
Module 3: Workflow This module provides guidance on creating and configuring workflows used for purchasing and procurement related tasks in Microsoft Dynamics AX. Lessons
Module 4: Vendors This module discusses what is necessary to track businesses and individuals that you purchase product and services from in Microsoft Dynamics AX. Lessons
Module 5: Procurement Categories and Catalogs This module introduces how to create, publish and update a catalog. It also discusses how to manually create a catalog and import catalog data from a vendor. Lessons
Lab : Create a Catalog After completing this module, students will be able to:
Module 6: Request for Quotation This module discusses a request for quotation (RFQ) and it's role in the purchasing process. It provides guidance on creating RFQ's, and eventually creating a purchase order from an FRQ. Lessons
Module 7: Purchase Requisitions This module discusses how to create a purchase requisition, complete it, and approve it to create a purchase order. Lessons
After completing this module, students will be able to:
Module 8: Purchase Orders and Vendor Returns This module reviews frequently used forms and list pages for purchase orders. It demonstrates how to create, process and copy purchase orders. It also discusses how to create a credit note for a vendor return. Lessons
Lab : Copy a Purchase Order Lab : Create a Vendor Return After completing this module, students will be able to:
Module 9: Purchase Agreements and Signing Limits This module discusses how to create a purchase agreement. Each of the four types of commitments that comprise an agreement are discussed. It also identifies the available signing limits that can be applied to employees.Lessons
Lab : Create a Purchase Agreement for a Contract Lab : Create a Purchase Release Order After completing this module, students will be able to:
Module 10: Vendor Invoices This module discusses entering vendor invoices against purchase orders, purchase agreements and projects. It also discusses the different types of invoice matching, along with a discussion on payment proposals. Lessons
After completing this module, students will be able to:
Module 11: Vendor Portal and Procurement Order Site This module focuses on the features of the vendor role center, how to order products using the Employee Services site, and features of the Vendor Portal. It also discusses how to view and create purchase requisitions on the Procurement Order site.Lessons
Lab : Add a Contact After completing this module, students will be able to:
Module 12: Procurement Year-End Activities This course discusses how to close purchase order encumbrances in the current year, and open in the next fiscal year. It also discusses other possible year-end tasks.Lessons
After completing this module, students will be able to:
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