Course 8625B:

Trade & Logistics I in Microsoft Dynamics AX 4.0

Length:3 Days
Published:September 07, 2006
Language(s):English, Chinese (Simplified), Danish, Dutch, French, German, Italian, Japanese, Portuguese (Brazil), Russian, Spanish
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics AX 4.0
Type:Course
Delivery Method:Instructor-led (classroom)
About this CourseTrade & Logistics I in Microsoft Dynamics AX 4.0 is a two-day instructor-led course.
Course OutlineModule 1: Introduction
The purpose of this chapter is to introduce students to the course and its goals.
Lessons
  • Logistics and Trade Definition
  • Inventory Management
  • Microsoft Dynamics AX 4.0: Physical and Financial Inventory
  • Understanding the Information Flow in Microsoft Dynamics AX 4.0
After completing this chapter, students will be able to:
  • Understand the purpose of the Trade & Logistics I in Microsoft Dynamics AX 4.0 training course
  • Define Trade and Logistics
  • Have a basic understanding of inventory in Microsoft Dynamics AX 4.0
Module 2: Working with Purchase and Sales Orders
This chapter focuses on how to create purchase and sales orders, using the Simple and Advanced views of purchase and sales orders, purchase and sales order types, and purchase and sales parameters.
Lessons
  • Purchase Orders - Simple View
  • Create Purchase Order Lines
  • Purchase Orders - Advanced View
  • Purchase Order Types
  • Sales Orders - Simple View and Advanced View
  • Sales Order Types
  • Purchase order and Sales Order Parameters
  • Multiple Ship to functionality
  • Enhanced delivery date control
  • Direct delivery
Lab : Working with Purchase Orders
  • Create different type of purchase orders.
Lab : Create Sales Orders
  • Create a sales order.
Lab : Applying Purchase Parameters
  • Apply purchase parameters based on an implementation scenario.
Lab : Applying Sales Parameters
  • Apply sales parameters based on an implementation scenario.
Lab : Multiple Ship to
  • Multiple Ship To and Purchase Orders
  • Multiple Ship To and Sales Orders
  • Direct delivery
Lab : Multiple Ship to and Sales Orders
  • Multiple Ship To and update sales orders header addresses.
  • Multiple Ship To and update sales order line addresses.
Lab : Setting up Transport Times
  • Set up Transport times between company and customers using different modes of delivery.
Lab : Available Dates and Delivery Dates
  • Simulate different sales delivery date scenarios.
Lab : Direct Delivery
  • Create and update an order of the type direct delivery.
After completing this chapter, students will be able to:
  • Create a new purchase order using the Simple and Advanced views.
  • Add items to a purchase order.
  • Understand the purchase order type options.
  • Create a new sales order using the Simple and Advanced views.
  • Add items to a sales order.
  • Understand the sales order type options.
  • Understand which parameters affect how a purchase order is created and which parameters can affect how the purchase order is printed.
  • Understand which parameters affect how a sales order is created.
  • Specify alternative receipt addresses for a purchase order line.
  • Specify alternative delivery addresses for a sales order header and sales order lines.
  • Set up the delivery date control system.
  • Use the Available dates functionality to select the earliest possible delivery date.
  • Create and update an order the type direct delivery.
Module 3: Quotations
This chapter explains how to set up, maintain, and process quotations. The trade and logistics functionality allows for sales personnel to issue quotations, track the progress of quotations, and follow-up on won or lost quotations. Various quotation functions are also explained.
Lessons
  • Set up a Sales Quotation
  • Work with Quotations
  • Various Quotation Functions
Lab : Create a quotation and Convert to a Sales order
  • Create a quotation
  • Convert quotation to sales order
Lab : Create Quotation Template
  • Create a template group
  • Create a quotations template
Lab : Mass Create Quotations
  • Mass create quotations
After completing this chapter, students will be able to:
  • Set up necessary number sequences and tables for using sales quotations.
  • Set up default values for quotations.
  • Create, modify, and delete quotations.
  • Convert a sales quotation to a sales order.
  • Create quotation templates.
  • Use various quotation functions.
Module 4: Inventory
In this chapter we concentrate on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data created in this module is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.
Lessons
  • Item Groups
  • Inventory Model Groups
  • Dimension Groups
  • Inventory Parameters
  • Creating Items
  • Units of Measure and setting up unit conversion
  • Warehouse Management
  • Setting Purchase, Cost, and Sales Pricing of Items
Lab : Locating Inventory Posting Accounts
  • Identify different posting accounts for item groups.
Lab : Set up an Inventory model group and apply it to an item
  • Set up an Inventory model group and apply it to an item. See effect of parameters on item purchase and sales transactions.
Lab : Create Inventory Dimension Group
  • Create inventory dimension group. See effect of parameters on item setup and transactions.
Lab : Create New Item
  • Create new item specifying order quantity parameters and set up item unit conversion.
Lab : Item Pricing
  • Set up automatic updating of pricing on an item.
After completing this chapter, students will be able to:
  • Set up Item Groups.
  • Set up Inventory Model Groups.
  • Set up a Dimension group.
  • Create a Unit of Measure.
  • Set up a Warehouse.
  • Create an Item.
  • Set up default fields needed for creating an Item.
  • Understand inventory model and negative inventory options.
  • Understand how model groups integrate with other areas of Microsoft Dynamics AX 4.0.
  • Understand how the Model Group can determine the physical update of an item.
  • Understand how Dimension Groups are used to define the physical characteristics of an item.
  • Understand how items are stored in inventory, as determined by Dimension groups.
  • Understand purchase, cost and sales pricing of an item.
Module 5: Sales and Purchase Order Postings
In this chapter we discuss a variety of different posting techniques and processes that you apply when working with sales and purchase orders in Microsoft Dynamics AX 4.0. Additionally, inventory posting profiles is discussed. Inventory posting profiles control what ledger accounts are used and when they are used when purchasing and selling inventory.
Lessons
  • What is Posting
  • Post Purchase Orders
  • Updating Sales Orders
  • Sales Order Posting Profile
  • Purchase Order Posting Profile
Lab : Post a Purchase Order
  • Post purchase orders using summary updating.
Lab : Post a Sales Order
  • Post a sales orders using summary updating and varying the update parameters.
  • Test Your Knowledge: Questions about sales and purchase order posting
After completing this chapter, students will be able to:
  • Understand the basics of posting
  • Purchase and sales posting techniques and processes
  • Inventory posting and inventory posting profiles
  • Posting a purchase order
  • Posting a sales order
  • The use of inventory sales order posting
  • How sales posting profiles integrate with other areas of Microsoft Dynamics AX 40
  • Setting up an Inventory sales posting profile
Module 6: Serial and Batch Numbers
In this chapter we discuss how serial numbers and batch numbers are used, and how to set up, allocate, and change serial numbers and batch numbers. In addition, we focus on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX.
Lessons
  • Setting up Serial and Batch Numbers as Inventory Dimensions
  • Manually Allocating Serial and/or Batch Numbers
  • Automatically Allocating Serial and/or Batch Numbers
  • Creating Number Groups for Automatic Allocation
  • Understanding Tracing
  • Tracing the Receipt and Issue of Serialized Items
  • Trace Inventory Dimensions
Lab : Set Up an Item with Manual Allocation of Serial Numbers
  • Set up an item to manual serial number allocation and register the items on receipt.
Lab : Set Up an Automatically Allocated Serialized Item
  • Create a number group and attach the group to an item.
Lab : Lab 6.3 ( Trace Items
  • Trace function to find the items so that they can be recalled.
After completing this chapter, students will be able to:
  • Understand the concept of a serial number and a batch number
  • Understand the setup of serial and batch numbers as Inventory dimensions
  • Manually allocate serial and batch numbers
  • Automatically allocate serial and batch numbers
  • Understand how to create a number group that will be used to automatically allocate serial and batch numbers
  • Understand the importance and relevance of tracing through serial and batch numbers
  • Trace the receipt and issue of serialized items within Microsoft Dynamics AX
Module 7: Over/Under Delivery and Miscellaneous Charges
In this chapter, we discuss how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX. In addition, we discuss how to handle miscellaneous charges in Sales and Purchase orders that include how to allocate charges to items and how to include landed costs in an item's total cost.
Lessons
  • Over/Under Delivery Setup
  • Parameter Setup
  • Item Setup
  • Over/Under Delivery Transactions
  • Miscellaneous Charges
  • Fixed Charges
  • Miscellaneous Charges Codes
  • Setting up Manual Miscellaneous Charges
  • Setting up Automatic Miscellaneous Charges
  • Editing Automatic Miscellaneous Charges
  • Miscellaneous Charges Transactions
  • Landed Cost Miscellaneous Charges
Lab : Over/Under Delivery Setup
  • C Set up an Item for Over/Under Delivery
Lab : Over/Under Delivery Transactions
  • Use Under Delivery with Sales
Lab : Miscellaneous Charges
  • Create Price Miscellaneous Charges
Lab : Miscellaneous Charges Codes
  • Create a Miscellaneous Charges Code
Lab : Miscellaneous Charges Group
  • Create a Customer Miscellaneous Charges Group
Lab : Manual Set up of Miscellaneous Charges
  • Set up Miscellaneous Charges Manually to a Sales Order
Lab : Automatic Set up of Miscellaneous Charges
  • Set up Miscellaneous Charges Automatically to a Customer
Lab : Landed Costs
  • Add Landed Costs to an Invoice Journal
After completing this chapter, students will be able to:
  • Understand the parameter settings for over/under delivery
  • Understand the item settings for over/under delivery
  • Be able to adjust over/under delivery on an item for everyday and exception handling
  • Know how to close orders that have not been fully received
  • Understand working with miscellaneous charges that include fixed charges
  • Be able to set up and define sales and purchase charge codes
  • Be able to set up miscellaneous charges on order headers and lines
  • Know how to allocate fixed fee costs to purchase order lines
  • Be able to set up automatic miscellaneous charges
  • Be able to define and use automatic miscellaneous charge codes
  • Know how to assign Landed Cost
Module 8: Quarantine Management
In this chapter we discuss how Microsoft Dynamics uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on set up. The item may be in quarantine for a certain period, for example, for quantity control purposes. Document management can be used, alongside a Quarantine order, in order to document data for a specific order. Quarantine management is part of the Microsoft Dynamics AX Inventory management module.
Lessons
  • Quarantine Management Setup
  • Quarantine Warehouse Setup
  • Quarantine Parameters
  • Quarantine Item Management
  • Quarantine Processing
  • Manual Quarantine Orders
  • Automatic Quarantine Management
  • Quarantine Order Processing Options
  • Inventory Transactions on Quarantine Items
Lab : Create Quarantine Inventory
  • Set up a Quarantine Warehouse
Lab : Purchase to Quarantine Inventory
  • Create Quarantine Inventory
Lab : Test Your Knowledge
  • Quarantine Managed Items
After completing this chapter, students will be able to:
  • Set up a warehouse for quarantine usages
  • Understand the relationship between default and quarantine warehouses
  • Set up parameters necessary for quarantine management
  • Understand the quarantine process
  • Determine the statuses of a quarantined order
  • Understand the transactions created in the quarantine management process
Module 9: Reporting and Statistics
In this chapter we introduce how the ABC Inventory Classification System is used in Microsoft Dynamics AX. We also discuss how to use Microsoft Dynamics AX reports to help in forecasting sales and purchase expectations.
Lessons
  • ABC Inventory Classification
  • Pareto's Law
  • ABC Codes
  • ABC Classification Job
  • Inventory Forecasting Reports
  • Purchase Order Analysis
  • Deciding Item Coverage
  • Sales Order Analysis
Lab : Make an ABC Forecast
  • Make an ABC Forecast
Lab : Suggest ABC Classifications
  • Suggest ABC Classification
Lab : Reports
  • Run the ABC Classification Report
  • Run the Item/Customer Statistics Report
After completing this chapter, students will be able to:
  • Understand the ABC Inventory Classification System and its use in Microsoft Dynamics AX.
Before attending this course, students must have:
  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics AX 4.0 for basic processing
In addition, it is recommended, but not required, that students have completed:
  • Basic knowledge of trade and logistics
  • Basic knowledge of inventory management concepts
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