Course 8639A:

Intercompany in Microsoft Dynamics AX 4.0

Length:1 Days
Published:February 15, 2007
Language(s):English
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics AX 4.0
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This one day instructor-led course provides students with the knowledge and skills to set up, manage and use company-spanning business relations using the Microsoft Dynamics AX 4.0 Intercompany functionality.
This course builds on knowledge learned in Trade and Logistics Series I and II. It covers the settings that have to be made and different methods of building intercompany chains as well as the operation of intercompany orders.
Audience Profile
This course is intended for customers wishing to learn about Microsoft Dynamics AX 4.0 Intercompany.
The class is targeted at IT professionals, sales and purchase managers, sales people, purchasers and others in an organization who are responsible for the setup and administration of the intercompany, trade and logistics and inventory management functionality in Microsoft Dynamics AX 4.0.
At Course Completion
After completing this course, students will be able to:
  • Explain the difference between data and process integration
  • Set up the Application Integration Framework (AIF) for the purpose of using Intercompany
  • Understand the difference and classification of the AIF and Intercompany
  • Have a fundamental understanding of the Intercompany functionality
  • Set up Endpoints, Constraints and Action policies for Intercompany
  • Identify necessity of value mapping
  • Set up basic value mapping
  • Set up basic purchase order driven intercompany process
  • Create an intercompany chain based on a sales order
  • Check the on-hand inventory in different companies
  • Understand the information flow and the references between orders
  • Use Intercompany posting journals
  • Create an Intercompany chain automatically
  • Create an Intercompany chain automatically with direct delivery
  • Synchronize information between Intercompany sales orders and purchase orders
  • Use document handling within Intercompany chains
  • Use the settlement functionality in Intercompany
  • Use automatic picking
  • Set up manual and automatic batch and serial number handling in Intercompany chains
  • Set up non-direct and direct return orders
  • Set up a three company Intercompany chain
  • Implement the Intercompany Master Scheduling for a three company Intercompany chain
Course OutlineModule 1: Introduction to intercompany
This chapter provides an overview of the components in the Intercompany process. In addition to that, this chapter provides a short overview of related topics such as the data and process integration.
Lessons
  • Introduction
  • Data Integration
  • Process Integration
  • Intercompany
  • The Application Integration Framework
After completing this chapter, students will be able to:
  • Explain the basics of Intercompany
  • Identify the difference between data and process integration
  • Explain the basics of business to business processes
  • Identify the basics of the Application Integration Framework
Module 2: Basic setup
This chapter provides a detailed overview of the Intercompany functionality and the basic Intercompany process as well as the important process parameters.
Lessons
  • AIF Endpoints and constraints
  • Action policies
  • Value Mapping
  • Copy item from one company to another .
  • Purchase order driven Intercompany chain
  • Basic Intercompany process
Lab : Copy item from company ic1 to company ic2
  • Create a new item
  • Copy item from one company in the intercompany chain to another company in the intercompany chain
Lab : Basic intercompany process
  • Create a purchase order
  • Perform all necessary postings within the Intercompany sales order and the purchase order
After completing this chapter, students will be able to:
  • Gain fundamental understanding of the Intercompany functionality
  • Set up basic intercompany parameters
  • Identify why value mapping is used
  • Setup basic value mapping
  • Set up the basic purchase order driven intercompany process
Module 3: Basic intercompany
This chapter explains how to build up an Intercompany chain based on a sales order. In addition, students learn how to use Intercompany on hand, Intercompany journals, and how orders are linked to each other.
Lessons
  • Create an Intercompany chain of the type non-direct delivery
  • Intercompany on hand
  • Information flow
  • Updating the Intercompany purchase order
Lab : Basic Intercompany
  • Create an Intercompany chain
  • Post packing slip and invoice on the intercompany sales order
  • Post packing slip and invoice on the intercompany purchase order using two different methods
After completing this chapter, students will be able to:
  • Create an Intercompany chain of the type Non-direct Delivery
  • Use Intercompany on-hand inventory to investigate on-hand inventory in other companies
  • Describe the Flow of Intercompany Information
  • Update the Intercompany Purchase Order
Module 4: Advanced Intercompany
This chapter explains how to create non-direct delivery and direct delivery intercompany chains automatically. In addition, to this, we explain how to set up automatic synchronization and price search. Additionally, the chapter covers the setup of document handling within Intercompany chains, automatic payment settlement and automatic picking.
Lessons
  • Autocreate Intercompany orders
  • Direct delivery
  • Intercompany chain with automatic picking
  • Changing and deleting the original sales order
  • Synchronization of the Intercompany chain
  • Document handling in Intercompany
  • Settlements and Intercompany
Lab : Autocreate Intercompany orders
  • Set up customer for automatic creation
  • Autocreate an Intercompany chain
Lab : Direct Deliveries
  • Create a purchase order
  • Perform all necessary postings within the Intercompany sales order and the purchase order Set up parameters for automatic printing and posting
  • Create and perform Intercompany direct deliveries
Lab : Changing and deleting the original sales order
  • Create an Intercompany chain
  • Perform changes on the original sales order
  • Remove link between original sales order and purchase order
  • Delete Intercompany chain
Lab : Synchronization of the Intercompany chain
  • Set up parameters for price search and edit rights
  • Create an Intercompany chain
  • Perform price changes within the Intercompany chain
After completing this chapter, students will be able to:
  • Create an intercompany chain automatically
  • Create an intercompany chain automatically with direct delivery
  • Initiate automatic picking
  • Delete or update intercompany chains
  • Synchronize information between intercompany sales orders and purchase orders
  • Use document handling within intercompany chains
  • Use the settlement functionality
Module 5: Add-ons
This chapter explains how to set up and use special Intercompany processes such as synchronization of serial and batch numbers and return orders. Additionally the chapter also covers the set up of company border spanning business processes with more than two intercompany companies. Finally, the chapter examines how master planning is implemented across multiple companies in the Intercompany chain.
Lessons
  • Serial and batch number synchronization
  • Return orders
  • Multi company Intercompany
  • Intercompany Master Scheduling
Lab : 5-1 - Manual updating serial and batch numbers
  • Create an Intercompany chain
  • Manually update serial and batch numbers
Lab : 5-2 - Direct return order
  • Create an Intercompany chain
  • Delivery of items
  • Return items
Lab : Three company Intercompany chain
  • Setup a three company Intercompany chain.
  • Create an Intercompany chain reaching from the original customer sales order all the way down to orders created inn the third company in the Intercompany chain ic3.
After completing this chapter, students will be able to:
  • Implement manual and automatic batch number and serial number synchronization in Intercompany chains.
  • Set up non-direct and direct return orders
  • Set up a three company Intercompany chain
  • Set up Intercompany Master Scheduling for a three company Intercompany chain
Before attending this course, students must have:
  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics AX 4.0 for basic processing
  • Completed Microsoft Dynamics AX 4.0 Trade and Logistics I and II
In addition, it is recommended, but not required, that students have:
  • Knowledge of trade and logistics
  • Knowledge of inventory management concepts
  • Basic knowledge of Master planning
  • Basic knowledge of e-business concepts
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