Course OutlineModule 1: IntroductionLessons - About the Microsoft Dynamics AX 4.0 - What's New Application Training Course
Module 2: General FunctionalityLessons - Release Overview
- Trustworthy Computing
- Global Search
- Navigation Pane and New Look and Feel
- Favorites
- Alerts
- Improved Documentation
- Unicode
- Removal of 2-tier, 3tier Thick, and Web Deployment
- Windows Server 2003 Supported throughout Product
- Windows Authentication Logon
After completing this chapter, students will be able to: Introduce Microsoft Dynamics AX General new Functionality Introduce Trustworthy Computing (TwC) as Corporate tenets Demonstrate how the TwC tenets help define a customer's security policy Discuss Navigation Pane and Look and Feel Examine Global Search Use alerts to stay informed Explain Improved Documentation Introduce Unicode Discuss removal of 2-tier, 3-tier Thick, and Web Deployment Introduce Windows Server 2003 supported throughout product
Module 3: Financial ManagementLessons - Create Dimensions, Sets, Hierarchies and Rules
- Financial Statements
- Import XBRL Taxonomy
- Exchange Rate Adjustments
- Exchange Rate Adjustment as by a Considered Date
- Transaction Reversal
- Payment Method and Proposal
- Methods of Payment
- Consolidation According to the FASB 52 Regulation
- Run Consolidation According to the FASB 52 Regulation
- Demonstration - FASB52 Consolidation
- EU115 Sales Tax Directive
- Ledger Accrual
- Aging Buckets
- Depreciation Books, Conventions and Bonus
- Bonus Depreciation
- Refund Checks
- Default Vendor Account Setup
After completing this chapter, students will be able to: Create dimensions, sets, hierarchies and rules Create a new financial statement Import XBRL taxonomy Run the exchange rate adjustment by the considered date Reverse transactions on customer, vendor and ledger accounts Enable new payment attributes on payment proposals Set up consolidation to comply with the FASB 52 regulation Set up elements to be printed on invoices to comply with EU directive 115 Use accrual schemes to divide the expense or income over time Use aging buckets to analyze the timely distribution of Accounts Receivable and Accounts Payable balances Set up depreciation books, conventions and bonuses Refund checks to customers Set up default accounts for vendors
Module 4: Cost Accounting:Lessons - Cost and Service Categories
- Cost Balance
- Accruals
- Cost and Service Distribution
- Budgeting
After completing this chapter, students will be able to: Work with the Service categories integrated in the Cost category form Display the total values in the new form Cost balance Work with Accruals Review the benefits of the functionality Distribution Use the new Cost budget and Service budget forms to create budget costs directly from the menu Use sub-models to create complex budget models Work with the enhanced Flexible budget functionality
Module 5: Supply Chain ManagementAfter completing this chapter, students will be able to: Module 6: Trade and LogisticsLessons - Multiple Ship to
- Enhanced Delivery Date Control
- Direct Delivery
- Release Sales Order Picking
- Transfer Orders
After completing this chapter, students will be able to: Specify an alternative address for purchase order lines Specify an alternative delivery address for a sales order or sales order line Identify the factors included in the delivery date calculation Set up the delivery date control system Specify and update request dates using the Available dates function Create a purchase order for direct delivery from a sales order Run posting updates on a direct delivery purchase order Update the purchase order and sales order and view changes on the linked orders Set up the Release sales order picking form Allocate on-hand inventory for sales order picking Create setup for transfer orders Create a transfer order Pick items before transfer between warehouses Transfer items between warehouses
Module 7: IntercompanyLessons - Setting Up the AIF Endpoint Settings in the Companies in the Intercompany Chain
- Copy an Item from One Company to another Company
- Create an Intercompany Chain of the Type Non-direct Delivery
- Direct Delivery
- Return Order
- Settlements and Intercompany
After completing this chapter, students will be able to: Identify the elements in the AIF endpoint setup Copy an item from one company to another Create an intercompany chain of the type non direct delivery and process the resulting orders Create an intercompany chain of the type direct delivery and process the resulting orders Create a return order intercompany order chain Settle an intercompany payment transaction
Module 8: Master PlanningLessons - Extra Section of a Minor but Powerful Functionality
- Benefit with Intercompany Master Scheduling
Lab : Lab 8.1: Set up and Execute Master Schedule in Company A, B & CAfter completing this chapter, students will be able to: Set up Intercompany Master Schedule Make or Buy decisions Run periodic master schedule for Intercompany Set up master plan to use for Intercompany Schedule sequence for Intercompany
Module 9: Production SeriesLessons - Quantity Dependent BOM & Route versions
- Set up of Range and Active BOM and Route
- Create Production Order from Sales Order
- Max Report as Finished Form
- Master Planning
- Practice: Create a New BOM and a Route Version
- Subcontracting
- Vendor Operation
- Vendor Production
- BOM Calculation
- The Calculation Requirements
- Production Order costing
- Trustworthy Computing Principles
After completing this chapter, students will be able to: For Quantity Dependent BOM Identify Key benefits of quantity dependent BOM function Identify the one active version by date interval and quantity Set up and use of quantity dependent BOM & Route versions Max report as Finished Create/Select configuration Scheduling
For Sub Contracting Set up of subcontractor work in Venfor Operation and Vendor Production Set up of subcontractor delivery note Set up of Warehouse used for the subcontractor work Usage of Subcontractor Overview form improvements
For BOM Calculation Understand potential issues with BOM calculation in earlier versions of Microsoft Dynamics AX. How to update prices from a BOM calculation What is Line type Item calculation
For Production Order Costing Perform Production order costing Distinguish between results from line type item and line production Make a snapshot of consumption through price calculation table Why only end job results Introduce new statuses
Module 10: Product BuilderLessons - Wizard for Product Model Creation
- Validation Rules
- Graphical Representation of the Configured Item
- Multiple Compilation of Product Models
- Automatic and Mandatory Configuration
- Item Configuring on the Quotation Line and in Item Requirements
- Other Enhancements
After completing this chapter, students will be able to: Create product models using the wizard Create validation rules Set up graphics for a configurable item Set up and use multiple compilation of product models Set up automatic and mandatory configuration Set up hiding of some dialog boxes Configure item on the quotation lines Use other Product Builder innovations
Module 11: RFID in Warehouse ManagementLessons - RFID Status
- Receiving Goods
- Pick/Pack/Ship
After completing this chapter, students will be able to: Module 12: Shop Floor ControlLessons - Update Shop Floor Control to Microsoft Dynamics AX 4.0
- New Job Table
- Configure Registration Forms
- Special Days
- On Call Activities
- New Parameters
- Notice Board
- Production Feedback
- Machines in the employee table
- Work Planner
- Cleanup Registrations
After completing this chapter, students will be able to: Configure registration forms Create Special days Create On call activities Set up new parameters Create messages on Notice board Change picking list posting on production jobs Set up machines in the employee table Create profile selections using the Work planner Clean up registrations
Module 13: Project AccountingLessons - Project Quotations
- Invoice Contro
- Three New Internal Projects
- Estimate Form
- Statistics
- Reports
After completing this chapter, students will be able to: Create a quotation using each of the transaction types. Transfer the quotation to a project forecast. Review a Time and Material (T&M) project for the corresponding quotation. Perform a credit note update. Configure the journal posting parameters for hours on the project group. Post an expense on an investment project. Create, calculate, delete, post and reverse an estimate. Perform an elimination and reverse the elimination. Describe the new data model for the statistic function. Describe the five project statements. Describe the five different report types.
Module 14: Human Resources ManagementLessons - E-Recruitment Features in Recruitment Projects
- Mass Hire Projects
- Absence Requests
- Move Employment Affiliations
After completing this chapter, students will be able to: Identify and use e-recruitment features Describe the benefits and processes of mass hire projects Demonstrate the absence request procedure List the options available when moving employment affiliations
Module 15: Balanced ScorecardLessons - New Scorecard Structure and Terminology
- New Interdependent Structure
- Creating Measurable Objectives
- Creating Quantifiable Performance Measurements
- Scorecard Overview Information
Lab : Lab 15.1 - Set Up a Scorecard and ObjectivesAfter completing this chapter, students will be able to: List changes to terminology Describe new scorecard structure Create measurable objectives Create quantifiable performance measurements Describe the contents of the scorecard overview
Module 16: Sales and MarketingLessons - Competitive Quotations
- Price Simulations
- Project Quotations
- Sales Statistics
- Synchronize Microsoft Dynamics AX and Outlook
After completing this chapter, students will be able to: Register competitive quotations Create and save price simulations Create quotations on projects View and analyze sales statistics Synchronize Microsoft Dynamics AX and Microsoft Office Outlook
Module 17: Service ManagementLessons - Service Agreement
- Service Orders
- Repair
- BOM Versioning
- Subscription
After completing this chapter, students will be able to: Create a service agreement Create service agreement lines Copy lines into a service agreement Create and process a manually created service order Create a service order automatically Create a repair line Finish a repair line and process associated service orders Create and modify a template BOM. Create a service BOM Update a service BOM with changes Create a subscription Create a subscription fee transaction Accrue revenue from a subscription fee transaction
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