Course 80306A:

Distribution and Trade in Microsoft Dynamics AX 2012

Length:3 Days
Published:September 09, 2011
Language(s):English, Chinese (Simplified), French, German, Italian, Japanese, Spanish
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics AX 2012
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This three-day instructor-led course, Distribution and Trade in Microsoft Dynamics AX 2012, introduces advanced Trade & Logistics functionality. This course builds on information provided in the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.
Audience Profile
This course is intended for customers and partners that want to learn more advanced features and functions offered in Microsoft Dynamics AX 2012 Trade and Distribution feature areas. The course is targeted toward sales and purchase managers, salespeople, purchasers, and other users in organizations that are responsible for the setup and administration of trade and logistics, inventory management, and quarantine management functionality.
At Course Completion
After completing this course, students will be able to:

  • Allow for over/under delivery of goods.
  • Assign charges.
  • Set up and manage quarantine management functionality.
  • Recognize the pick process.
  • Register serialized and batch inventory.
  • Reverse and split a pick.
  • Edit Item dimensions during picking.
  • Create Vendor returns, Return actions, and Manage Customer returns.
  • Manually reserve inventory.
  • Set up automatic and explosion inventory reservation.
  • Query, cancel, or change a reservation.
  • Set up, activate, and modify Customer and Vendor trade agreements.
  • Understand Customer and Vendor Price/Discount groups.
  • Set up and use Supplementary items.
  • Work with sales quotations.
  • Define various sales quotation functions.
  • Set up transfer orders.
  • Create a transfer order.
  • Pick items before transfer between warehouses.
  • Transfer items between warehouses.
  • Set up the elements of a commission agreement.
  • View commission transactions from a financially updated sales order.
  • Understand the ABC Inventory Classification System.
  • Understand how to use the Physical inventory by inventory dimension report.
  • Understand how to use reports in forecasting sales and purchase expectations.
Course OutlineModule 1: Overview
This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course.
Lessons
  • Distribution and Trade
After completing this module, students will be able to:

  • Introduce the Distribution and Trade features in Microsoft Dynamics AX 2012
Module 2: Over/Under Delivery and Charges
This module examines how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX 2012. Also, it discusses how to handle 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
  • Introduction
  • Over/Under Delivery
  • Charges
  • Price Charges
  • Charges Codes
  • Manual Charges
  • Automatic Charges
Lab : Use Over/Under Delivery with Purchase OrdersLab : Use Under Delivery with SalesLab : Create a Charges CodeLab : Manual Setup of ChargesLab : Create a Customer Charges GroupLab : Set Up Automatic Charges
After completing this module, students will be able to:

  • Set up the Accounts receivable and Procurement and sourcing modules to accept over and under delivery.
  • Set up acceptable over and under delivery percentages on a product.
  • Manage over and under deliveries in sales and purchase order processing.
  • Set up a charges group for customers, vendors, and items.
  • Add price charges to an item that is dependent or independent of the item quantity.
  • Set up a charges group for customers, vendors, and items.
  • Set up charges codes.
  • Manually add charges to a sales and purchase order.
  • Manually add charges to the purchase order lines.
  • Set up automatic charges for a specific customer, item, or item group.
  • Modify or delete automatic charges.
Module 3: Customer and Vendor Agreements
This module discusses Customer and Vendor Agreements that are fixed price agreements that are entered into with one or more customers or vendors for the sale of individual or multiple items. It also covers Supplementary Items that are complimentary or supplementary items sold to a customer or customer group, or sold with an item or item group.
Lessons
  • Activate Trade Agreements
  • Set Up Trade Agreements
  • Trade Agreements Parameters
  • Supplementary Items
  • Purchase and Sales Agreements
Lab : Customer Trade Agreement SetupLab : Set Up Smart RoundingLab : Using Smart RoundingLab : Supplementary ItemsLab : Sales Agreements
After completing this module, students will be able to:

  • Activate customer and vendor trade agreements.
  • Set up customer and vendor trade agreements.
  • Describe trade agreement parameters.
  • Set up and use supplementary items.
  • Describe how to work with sales and purchase agreements.
  • Discuss how to create sales and purchase agreements.
  • Define sales and purchase agreements.
  • Discuss how to use agreements when you create orders.
  • Discuss how to follow up on agreements.
Module 4: Item Arrival Registration
This module is designed to describe the features in Microsoft Dynamics AX 2012 that support receiving items in a company.
Lessons
  • Introduction
  • Item Registration Setup
  • Item Arrival
Lab : Manage an Item Arrival
After completing this module, students will be able to:

  • Set up registration requirements for incoming items.
  • Set up the Arrival overview form and start, register, and update item arrivals.
Module 5: Quarantine Management
This module examines how Microsoft Dynamics AX 2012 uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on setup. The item may be in quarantine for a certain period, for example, for quantity control purposes. Quarantine management is part of the Microsoft Dynamics AX Inventory management chapter.
Lessons
  • Introduction
  • Quarantine Warehouse Setup Parameters
  • Quarantine Item Management
  • Inventory Transactions on Quarantine Items
Lab : Create Quarantine InventoryLab : Purchase to Quarantine Inventory
After completing this module, students will be able to:

  • Set up a warehouse for quarantine management.
  • Set up an item to be automatically quarantined by setting up the required parameters.
  • Create and process a manual quarantine order.
  • Set up automatic quarantine management.
  • Split, return, and scrap part of the order in the quarantine order process.
  • Identify the inventory transactions associated with the statuses of a quarantine order.
Module 6: Vendor Returns
This module discusses how to return a product to a vendor. You will learn how to handle the returns with and without serial and batch numbers attached.
Lessons
  • Introduction
  • Create Vendor Returns
  • Create Vendor Returns for Serialized Items
Lab : Working with Vendor ReturnsLab : Complete a Vendor Return Using Returned Order Type
After completing this module, students will be able to:

  • Create a vendor or customer return by using a Negative quantity, the Create credit note feature, and the purchase order type Returned order.
  • Return an item with multiple serial and batch numbers to a vendor.
Module 7: Sales Quotations
This module 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
  • Introduction
  • Sales Quotation Setup
  • Working with Quotations
  • Additional Sales Quotation Features
Lab : Create a Quotation and Convert it to a Sales OrderLab : Create a Quotation TemplateLab : Mass Create Quotations
After completing this module, students will be able to:

  • Set up sales quotations. 
  • Work with sales quotations. 
  • Define various sales quotation functions.
Module 8: Item Reservations
This module is designed to explain the Reservations functionality in Microsoft Dynamics AX 2012.
Lessons
  • Introduction
  • Why Perform Reservations and What You Can Reserve?
  • Manual Reservations
  • Automatic Reservations
  • Automatic Reservations and Selection of Batch
  • Explosion Reservations
  • View Reservations
  • Lock Reservations
  • Cancel Reservations
  • Batch Reservation
  • Picking Reserved Items
Lab : Manual ReservationLab : Automatic Reservation
After completing this module, students will be able to:

  • Set up Inventory and warehouse management and Accounts receivable parameters for reservations.
  • Perform a manual reservation for on-hand and ordered quantities of an item.
  • Perform an automatic reservation for on-hand and ordered quantities of an item.
  • Identify how Primary stocking for dimensions affects automatic reservations and re-reservations.
  • Perform a reservation of the type Explosion.
  • View reservations and print a picking list and packing slip.
  • Use the Lock reservation functionality.
  • Cancel a reservation.
  • Change multiple order reservations.
  • Pick a reserved item for a sales order.
Module 9: Sales Order PickingThis module introduces the sales picking processLessons
  • Introduction
  • Enable Sales Order Picking and Setup
  • Release Sales Order Picking
  • Automatic Registration of a Pick
  • Manual Registration of a Pick
  • Item Pick Registration of a Serial and Batch Inventory
  • Edit, Reverse and Split a Pick
Lab : Item Pick Registration of Serialized InventoryLab : Edit, Reverse, and Split a Pick
After completing this module, students will be able to:

  • Explain how the Inventory dimension group, the Inventory model group, and the Accounts receivable parameters affect the Item registration setup.
  • Set up the Release sales order picking form and allocate on-hand inventory for sales order picking.
  • Set up and process an automatic registration of a pick.
  • Set up and process a manual one-step pick.
  • Register serial and batch numbers during the picking process.
  • Work with the transaction in the Pick form to edit, reverse, and split picks.
Module 10: Customer Returns
This module discusses how to accept and handle a product return from a customer. You will learn how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms.
Lessons
  • Introduction
  • Set up Customer Returns
  • Create a Return Order
  • Item Arrival and Receipt Registration
  • Quarantine Orders
  • Replacement Orders
Lab : Create a Return OrderLab : Process a Return OrderLab : Generate the Packing Slip and Invoice for a Return Order
After completing this module, students will be able to:

  • Set up reason codes, disposition codes, and miscellaneous charges for customer returns.
  • Work with disposition actions.
  • Create a Return order and work with the Return order form.
  • Process the arrival of a Return order.
  • Handle returned items in quarantine inspection.
  • Create a Replacement order.
Module 11: Commissions
This module introduces the steps that are required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions.
Lessons
  • Introduction
  • Set Up a Commission
  • View Commission Transactions
  • Commission Transactions For Return Items
Lab : Commission CalculationsLab : Commission Transactions
After completing this module, students will be able to:

  • Set up the elements of a commission agreement.
  • View commission transactions from a financially updated sales order.
  • View the commission transactions created from item returns.
Module 12: Transfer Orders
In this module, students gain an understanding of the Transfer orders form. This is a process-oriented method to deal with transfer orders between warehouses within the same company.
Lessons
  • Introduction
  • Set Up of Transfer Orders
  • Using the Transfer order Form
  • Picking Items For a Transfer Order
  • Shipping and Receiving a Transfer Order
Lab : Create a Transfer OrderLab : Pick, Ship and Receive a Transfer Order
After completing this module, students will be able to:

  • Understand how to use a Transit warehouse for transfer orders.
  • Set up transport time and the delivery date control system for transfer orders.
  • Create a transfer order manually.
  • Pick a transfer order by using the Release transfer order picking form.
  • Ship and receive a transfer order.
Module 13: Reports
This module introduces how the ABC Inventory classification system is used in Microsoft Dynamics AX 2012. It also discusses how to use Microsoft Dynamics AX 2012 reports to help in forecasting sales and purchase expectations.
Lessons
  • Introduction
  • ABC Inventory Classification
  • Inventory Reports
  • Forecasting Reports
Lab : Run an ABC Classification ReportLab : Reports
After completing this module, students will be able to:

  • Set up manual and automatic ABC classification on a single item.
  • Review and run the Physical inventory by inventory dimension report.
  • Use reports to help forecast sales and purchase expectations.
Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics AX 2012 for basic processing.
  • Completed the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.

In addition, students should have:

  • Knowledge of trade and logistics.
  • Knowledge of inventory management concepts.
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