Travel and Expense Management in Microsoft Dynamics AX 2012 Training Course
Course 80429
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Course Overview
This two-day instructor-led course provides students with an overview of Travel and Expense management features and functionality in Microsoft Dynamics AX 2012.This course covers the major functions and describes how Travel and Expense is integrated with the Enterprise Portal. The participants for this course should have basic knowledge of the earlier versions of Microsoft Dynamics AX.
This two-day instructor-led course provides students with an overview of Travel and Expense management features and functionality in Microsoft Dynamics AX 2012.This course covers the major functions and describes how Travel and Expense is integrated with the Enterprise Portal. The participants for this course should have basic knowledge of the earlier versions of Microsoft Dynamics AX.
Audience
Course 80429: Travel and Expense Management in Microsoft Dynamics AX 2012 is designed for partners, customers, and Microsoft team members who implement the Travel and Expense Module, who submit or approve Expense Reports, or work with other Travel and Expense module functionality. A moderate knowledge of workflow in Microsoft Dynamics AX 2012 is recommended.
Course 80429: Travel and Expense Management in Microsoft Dynamics AX 2012 is designed for partners, customers, and Microsoft team members who implement the Travel and Expense Module, who submit or approve Expense Reports, or work with other Travel and Expense module functionality. A moderate knowledge of workflow in Microsoft Dynamics AX 2012 is recommended.
Course Outline
Module 1: Expense Report Overview and Basic Setup Travel and Expense Management uses the Enterprise Portal and the Microsoft Dynamics AX client. Most administration and configuration is performed in the Microsoft Dynamics AX client while most users will access the Expense Management functionality from the Enterprise Portal to enter expense reports and cash advance requests. Lessons
Lab : Set Up Delegates After completing this module, students will be able to:
Module 2: Payment Methods Travel and Expense Management provides you multiple payment methods when you enter expenses. You can set up different payment methods. In addition, you should also know how each payment method affects the reimbursement process.Lessons
After completing this module, students will be able to:
Module 3: Working with Expense Reports When you work with Expense Reports, you can view the descriptions of the travel and expense business process components. Expense Reports also lists the forms associated with each business process component, and describes the tasks associated with each business process component. Lessons
Lab : Create and Submit an Expense Report After completing this module, students will be able to:
Module 4: Workflow Management The Travel and Expense Management module lets you create workflows that automate the review and approval of travel and expense reports. You can use an expense workflow type to create an organizational workflow. Lessons
Lab : Submitting an Expense Report by Using Workflow After completing this module, students will be able to:
Module 5: Expense Policies In Travel and Expense management, you can define policies that your workers must follow when entering and submitting expense reports and travel requisitions. Implementing travel and expense policies can help you manage expenses effectively. Lessons
Lab : Create an Audit Policy After completing this module, students will be able to:
Module 6: Per Diems A per diem is an allowance that is paid to a worker who is traveling for work. In Travel and Expense, you can define per diem rates for different traveling situations. Per diem rates are based on the travel location, and optionally, on the dates of travel. You can specify that a percentage of the per diem amount will be withheld if a worker receives complimentary meals or services. You can also define rate tiers that limit the per diem amount, based on the travel hours on the first and last day of travel. Lessons
After completing this module, students will be able to:
Module 7: Cash Advances The cash advance functionality is an optional step in the Travel and Expense Management business process and it can be integrated to an organization’s overall process flow. For example, you might request a cash advance for monthly parking fees or meals on a business trip. Cash advance requests are entered in the Employee Services Portal. Lessons
Lab : Return Unused Cash Advance After completing this module, students will be able to:
Module 8: Appendix A: Prerequisite For Sample Credit Card Import Use the Prerequisite for Sample Credit Card Import to set up your training environment to import a sample credit card transaction. This prerequisite must be completed before you start Lab 2.1: Credit Card Import. After completing this module, students will be able to use the Prerequisite for Sample Credit Card Import to set up your training environment to import a sample credit card transaction. |
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