Vendor Management and Collaboration in Microsoft Dynamics AX 2012 Training Course

Course 80430
1 Days

Instructor-Led Live: $695
Instructor-Led Remote: $495 - Learn more

Course Overview
This one-day instructor-led course builds on the knowledge gained from the Procurement in Microsoft Dynamics AX 2012 course, and focuses on the processes involved with Vendor onboarding and collaboration. It investigates the various features that are found in the Vendor and Employee Services portals, procurement categories, and hierarchies and catalogs.

Audience
Course 80430: Vendor Management and Collaboration in Microsoft Dynamics AX 2012 is designed for Partners that sell and implement AX 2012. They typically investigate the customer’s environment and make recommendations on what and how to implement AX 2012. The Partner must have a background in supply chain.

Course Outline
Module 1: Overview
The Overview module introduces the vendor onboarding process features in Microsoft Dynamics AX 2012.
Lessons

Feature Overview
Workflows and Vendor Management
Terminology and Concepts
User and Vendor Roles

After completing this module, students will be able to:

Describe the features of the Vendor and Employee Services portals.
Explain the procurement categories and hierarchies.
Describe catalogs and their functionality for ordering.
Describe the vendor management workflows.
Define terminology and concepts used in vendor management and collaboration.
Name the key roles in the vendor management process flow and explain the functionality that each role provides by default.

Module 2: Vendor Onboarding
This module explains the request and approval processes that support vendor onboarding.
Lessons

Vendor Add Requests
Provision Prospect Vendor User
New Vendor Application
Approve New Vendor Application
Vendor (Portal User) Add Request
Vendor Extensions
Unsolicited Vendor Registration

Lab : Create, Submit, and Approve a Vendor Add Request
Lab : Provision a User
Lab : Answer a Vendor Application on Vendor Portal
Lab : Convert a Prospect to a Vendor
Lab : Create and Approve Vendor User Requests
After completing this module, students will be able to:

Create vendor add requests.
Provision prospective vendor users.
Create a new vendor application.
Approve a new vendor application.
Manage vendor user add requests.
Examine solicited and unsolicited vendor registration.

Module 3: Vendor Management
This module reviews some of the required workflow setups and the application of categories, diversities, and vendor status.
Lessons

Add Categories to a Vendor
Vendor Diversity
Vendor Holds

Lab : Vendor Categorization
Lab : Work with Holds
After completing this module, students will be able to:

Work with vendor management in the Enterprise portal and Microsoft Dynamics AX 2012 client.
Create categories and link them to a vendor.
Examine workflow requirements for category requests.
Approve category requests.
Apply vendor diversity.
Report and search by vendor diversity.
Attach documents to a vendor.
Apply and manage vendor holds.
Examine workflow requirements for Vendor status change request.
Approve a Vendor status change request.

Module 4: Vendor Collaboration
This module examines features that are used to strengthen and coordinate vendor interaction in Microsoft Dynamics AX 2012.
Lessons

Notifications
Print Management
Request for Quotations (RFQs)
Vendor Invoices

Lab : Work with Notifications
Lab : RFQ Life Cycle
Lab : Create and Approve Invoices
After completing this module, students will be able to:

Create, send, and view notifications in vendor management.
Set up and use print management for vendors.
Create, send, accept, and reject request for quotations (RFQs) by using the Vendor portal.
Configure workflows and create and approve vendor invoicing from the Vendor portal.

Module 5: Vendor Request Configuration
This module examines some set up and configuration used to make the vendor request, portal, and collaboration work.
Lessons

Types
Vendor Request Configuration Form FastTab Sections

Lab : Configure a Vendor Add Request
After completing this module, students will be able to:

Examine the types of vendor requests and applications that are available in Microsoft Dynamics AX 2012.
Configure various components of vendor management and collaboration.

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Vendor Management and Collaboration in Microsoft Dynamics AX 2012 Training Course

Course 804301 Days

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Course 80430
1 Days