Course 80430A:

Vendor Management and Collaboration in Microsoft Dynamics AX 2012

Length:1 Days
Published:August 16, 2012
Language(s):English
Audience(s):IT Professionals
Level:200
Technology:Microsoft Dynamics AX 2012
Type:Course
Delivery Method:Instructor-led (classroom)
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About this Course
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 Profile
This course is intended 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 supply chain background.
At Course Completion
After completing this course, students will be able to:

  • Describe the features of the Vendor and Employee Services portals.
  • Define terminology and concepts used in vendor management and collaboration
  • Work with vendor management in the Enterprise portal and Microsoft Dynamics AX 2012 client.
  • Manage vendor user add requests.
  • Examine workflow requirements for category requests and Vendor status change requests.
  • Configure workflows and create and approve vendor invoicing from the Vendor portal.
  • Examine the types of vendor requests and applications that are available in Microsoft Dynamics AX 2012.
Course OutlineModule 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 RequestLab : Provision a UserLab : Answer a Vendor Application on Vendor PortalLab : Convert a Prospect to a VendorLab : 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 CategorizationLab : 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 NotificationsLab : RFQ Life CycleLab : 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.
Before attending this course, students must have attended the following courses:

  • Supply Chain Foundation in Microsoft Dynamics AX 2012
  • Distribution and Trade in Microsoft Dynamics AX 2012 
  • Procurement in Microsoft Dynamics AX 2012 
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