Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 Training Course

Course 80422
2 Days

Instructor-Led Live: $1,295
Instructor-Led Remote: $995 - Learn more

Course Overview
This two day Instructor Led Training (ILT) course provides students with the knowledge and skills to set up and use the Intercompany functionality in Microsoft Dynamics AX 2012.
The topics covered in the course include basic setup of intercompany relations, basic and advanced workflows, and return orders in Intercompany. Additionally, it introduces the synchronization of batch and serial numbers, and the setup of security roles, amongst other intercompany specific areas of functionality.

Audience
Course 80422: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 draws an audience of IT professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 supply chain. This class is also intended for IT professionals who set up Intercompany processes between companies throughout the customer's supply chain.This course is beneficial to customers who have a moderate knowledge of the supply chain in Microsoft Dynamics AX 2012 and an excellent understanding of their own logistic processes which the customer might want to manage with the Intercompany functionality.

Course Outline
Module 1: Overview
This module explains the components in the Intercompany process and provides a short overview of Intercompany Planning, Intercompany Order Processing, and Intercompany Billing.
Lessons

Introduction
Intercompany Planning
Intercompany Order Processing
Intercompany Billing and Payments

After completing this module, students will be able to:

Explain Intercompany master planning.
Explain Intercompany order processing.
Explain Intercompany billing and payments.

Module 2: Setup
This module explains how to set up and create an intercompany connection between a customer and vendor in another legal entity.
Lessons

Introduction
Action Policies
Order Agreements
Value Mapping

After completing this module, students will be able to:

Set up action policies between customers and vendors in multiple companies.
Set up order agreements.
Set up value mapping.
Set up the basic Purchase Order Driven Intercompany process.

Module 3: Purchase Order Initiated Intercompany Order Chain
This module explains how to create a purchase order initiated intercompany order chain between the sales company and the production plant.
Lessons

Introduction
Create a Purchase Order Initiated Intercompany Order Chain
Generate Packing Slips and Product Receipts
Generate Invoice

Lab : Create a Purchase Order Initiated Intercompany Chain
After completing this module, students will be able to:

Set up the basic purchase initiated Intercompany process.
Generate packing slips and product receipts.
Generate invoices.

Module 4: Sales Order Initiated Intercompany Order Chain
This module explains how to create a sales order initiated intercompany order chain and update the Intercompany purchase order.
Lessons

Introduction
Create a Sales Order Initiated Intercompany Order Chain
Process the Intercompany Purchase Order

Lab : Manually Create an Intercompany Order Chain
After completing this module, students will be able to:

Create a sales order initiated intercompany order chain.
Update the Intercompany purchase order.
Create an Intercompany chain automatically.
Set up and start picking.
Use the Intercompany on-hand form to investigate on-hand inventory in other companies.
Describe the flow of Intercompany information.

Module 5: Intercompany Agreements
This module describes sales and purchase agreements. It also explains the main advantages of using sale and purchase agreements.
Lessons

Introduction
Intercompany Sales and Purchase Agreements

Lab : Create Intercompany Agreements
After completing this module, students will be able to:

Create intercompany agreements.
Update intercompany agreements.

Module 6: Direct Delivery
This module explains the difference between a delivery process that involves a selling company receiving the delivery and a direct delivery process to the customer.
Lessons

Introduction
Action Policies for Direct Delivery
Automatic Posting and Printing Packing Slips and Invoices
Generate an Invoice

Lab : Direct Delivery
After completing this module, students will be able to:

Create an intercompany chain automatically with direct delivery.
Set up and create automatic posting for intercompany direct deliveries .

Module 7: Update and Synchronization of the Intercompany Chain
This module explains intercompany synchronization is how to set up automatic synchronization in the Intercompany chain.
Lessons

Introduction
Update the Original Sales Order
Deleting Intercompany Order Chains
Deactivate Products for Intercompany Trade
Synchronization of Intercompany Orders
Document Handling in Intercompany

Lab : Update the Original Sales Order and Delete Intercompany Orders
Lab : Synchronization of the Intercompany Order Chain
After completing this module, students will be able to:

Create an intercompany chain automatically with direct delivery.
Update the original sales order.
Delete an intercompany order chain.
Deactivate products for intercompany order chains.
Synchronize information between Intercompany sales orders and Intercompany purchase orders.
Use document handling in intercompany order chains.

Module 8: Return Orders
This module explains how to create and process Intercompany return orders and how to synchronize Intercompany return orders with the original sales order.
Lessons

Introduction
Intercompany Return Order Chain
Direct Delivery Return Orders
Disposition Codes
Synchronization of RMA Numbers
Replacement Orders

After completing this module, students will be able to:

Create and process return orders in a non-direct delivery scenario.
Create and process return orders in a direct delivery scenario.
Explain how to synchronize disposition codes.
Describe how to synchronize RMA numbers.
Create replacement orders.

Module 9: Serial and Batch Number Registration
This module explains how serial and batch numbers can be used in the intercompany order process.
Lessons

Introduction
Manual Serial and Batch Registration
Automatic Serial and Batch Registration

Lab : Automatic Serial and Batch Number Registration
After completing this module, students will be able to:

Set up and use manual serial and batch number synchronization in Intercompany order chains.
Set up and use automatic serial and batch number synchronization in Intercompany order chains.

Module 10: Security
This module explains how role based security allows for specific security and permissions in the intercompany order chain.
Lessons

Introduction
Predefined Roles: Upstream Sales View and Navigation
Predefined Roles: Upstream Procurement View
Predefined Roles: Downstream Direct Delivery Processing
Predefined Roles: Upstream Sales View and Navigation

After completing this module, students will be able to:

Define intercompany upstream sales roles.
Define intercompany upstream procurement views.
Define intercompany downstream direct delivery processing roles.

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Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 Training Course

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Course 80422
2 Days