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Microsoft Dynamics AX

  • Published:
    December 15, 2014
  • Languages:
    English, Chinese (Simplified), Japanese
  • Audiences:
    IT professionals
  • Technology:
    Microsoft Dynamics AX
  • Credit toward certification:

Microsoft Dynamics AX 2012 R3 Trade and Logistics

This exam has been retired

For currently available options, please see the Microsoft Certification exam list.

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Manage the supply chain foundation (35–40%)
  • Manage product information
    • Define products, model configurable products, authorize and finalize product setup in a legal entity, configure units of measure, define products as not stocked
  • Set up inventory management
    • Implement item groups, item model groups, and storage and tracking dimension groups; configure warehouse management
  • Manage purchase orders
    • Work with purchase orders and purchase order types, set up account payable purchase parameters, purchase not stocked items, ship to multiple addresses, set up and maintain a delivery schedule, change management, purchase order documents, process a purchase order; generate a receipts list and a product list
  • Manage serial and batch numbers
    • Manage dimension group storage dimensions, implement manual allocation and automatic allocation, trace inventory
  • Manage sales orders
    • Work with sales orders; sales orders types; implement full text search; configure sales parameters; implement sales orders for not stocked items; ship to multiple addresses; implement other sales order actions; configure enhanced delivery date control; set up and maintain delivery schedule; manage available ship and receipt dates, order entry deadlines, and direct delivery; generate a sales order confirmation and a sales order picking list; process a picking list registration; ship a carrier interface
  • Manage quality and quarantine
    • Set up quality management basics, set up automatic quality order generation, create a manual quality order, work with a nonconformance, implement quality reports and certificates, set up quarantine warehouse parameters, manage quarantine items and inventory transactions on quarantined items
  • Manage inventory journals and reports
    • Set up inventory journals; implement inventory adjustment and movement journals, transfer journals, bill of material (BOM) journals, and counting journals; create a journal-specific setup; create and process counting journals; tag counting journals; implement inventory blocking, set up ABC inventory classification; configure inventory reports and forecasting reports
Manage distribution and trade (30–35%)
  • Manage over/under delivery and charges
    • Configure over and under delivery, add charges, configure price charges, implement charges codes, manage manual charges and automatic charges
  • Manage customer and vendor trade agreements
    • Activate trade agreements, set up trade agreements, configure trade agreement parameters, set up trade agreement policies, configure supplementary items, configure purchase and sales agreements, agreement commitment types
  • Manage item arrival and registration
    • Set up item registration, configure item arrival by using the arrival overview form, manage item arrival
  • Manage vendor and customer returns
    • Create vendor returns and vendor returns for serialized items; set up customer returns; create a return order; implement item arrival and receipt registration; implement quarantine orders, replacement orders, and not stocked item returns
  • Manage sales quotations
    • Set up a sales quotation, work with quotations, work with additional sales quotation features
  • Manage item reservations
    • Why perform reservations and what you can reserve; implement manual reservations and automatic reservations; implement automatic reservations and selection of lots, explosion reservations, view reservations, lock reservations, cancel reservations, and batch reservations; pick reserved items; reserve serialized inventory
  • Pick sales order
    • Enable sales order picking and setup; release sales order picking; manage picking operations
  • Manage commissions
    • Set up a commission, view commission transactions, manage commission transactions for return items
  • Manage transfer orders
    • Set up transfer orders, use the transfer order form, pick items for a transfer order, ship and receive a transfer order
Implement and configure Microsoft Dynamics AX 2012 bills of materials module (30–35%)
  • Create simple BOMs
    • Use the BOM form to create simple BOMs, work with BOMs in BOM Designer
  • Create BOMs with versions
    • BOM versions overview; create BOMs by using the Product per Company form; activate multiple BOM versions; copy BOM versions; change BOM versions; create BOMs with a version from the BOM form, BOMs with a version in the BOM Designer, and quantity-dependent BOMs; work with validity dates and sub-BOMS on component lines
  • Manage product change cases
    • The product change case process, set up a product change case, associate entities, process a product change case
  • Manage dimension-based configurations
    • Manage dimension-based configurations, implement BOM configurations and item configurations
  • Work with BOM calculations
    • The BOM calculations structure; implement cost groups, profit settings, and calculation groups; view costing versions and BOM calculations; implement cost and sales price calculations; implement Explosion Mode and BOM stop explosions
  • Manage sales orders and BOMs
    • Configurable BOMS and sales orders, view BOMs in a sales order, explode a BOM from a sales order, calculate a BOM from a sales order
  • Manage scrap and measurement
    • Implement BOM scrap, configure and manage BOM measurements
  • Report a BOM as finished
    • Report a BOM as finished
  • Manage reports and other BOM functionality
    • Manage standard BOM reports, manage other BOM functionality

Preparation options

Self-paced training

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

Customers on a service plan can access online learning from CustomerSource. Please contact mlxsupp@microsoft.com if you have questions.

From the community

Microsoft Dynamics CRM Team Blog


Inside Microsoft Dynamics AX 2012
Published: October 15, 2012

Dig into the architecture and internals of Microsoft Dynamics AX 2012—with firsthand insights from the team that designed and developed it. Targeted for solution developers and system implementers, this guide focuses on programming and customization capabilities—including key architectural principles, the application model, framework, and tools.

Buy this book at the Microsoft Press Store

Who should take this exam?

Individuals wishing to obtain a certification on Microsoft Dynamics AX 2012 R3 Trade and Logistics should take this exam. This audience typically includes product designers, store managers, sales and purchase managers, salespeople, purchasers, and other people responsible for bill of materials (BOM) setup and administration, trade and logistics, inventory and warehouse management, and product information management.

More information about exams

Preparing for an exam

We recommend that you review this exam preparation guide in its entirety and familiarize yourself with the resources on this website before you schedule your exam. See the Microsoft Certification exam overview for information about registration, videos of typical exam question formats, and other preparation resources. For information on exam policies and scoring, see the Microsoft Certification exam policies and FAQs.


This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the "Skills measured" section.