Course 80422A:

Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012

Length:2 Days
Published:April 12, 2012
Language(s):English
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics AX 2012
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This two day Instructor Led Training (ILT) course provides students with the knowledge and skills to set up and use the Intercompany functionality in Microsoft Dynamics AX 2012.
The topics covered in the course include basic setup of intercompany relations, basic and advanced workflows, and return orders in Intercompany. Additionally, it introduces the synchronization of batch and serial numbers, and the setup of security roles, amongst other intercompany specific areas of functionality. 
Audience Profile
This course is intended for:
  • IT- Professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 supply chain. 
  • IT-Professionals who set up Intercompany processes between companies throughout the customer's supply chain.
  • Customers who have a moderate knowledge of the supply chain in Microsoft Dynamics AX 2012 and an excellent understanding of their own logistic processes which the customer might want to manage with the Intercompany functionality.
At Course Completion
After completing this course, students will be able to:
  • Introduce Intercompany master planning.
  • Introduce Intercompany order processing.
  • Introduce Intercompany billing and payments.
  • Set up action policies between customers and vendors in multiple companies.
  • Set up order agreements.
  • Set up value mapping.
  • Set up the basic Purchase Order Driven Intercompany process.
  • Generate packing slips and product receipts.
  • Generate invoices.
  • Create a Sales Order Initiated Intercompany chain.
  • Update the Intercompany purchase order.
  • Create an Intercompany chain automatically.
  • Set up and start picking.
  • Use the Intercompany on-hand form to investigate on-hand inventory in other companies.
  • Describe the flow of Intercompany information.
  • Create Intercompany agreements.
  • Update Intercompany agreements.
  • Create an intercompany chain automatically with direct delivery.
  • Setup and create automatic posting for intercompany direct deliveries.
  • Update the Original sales order.
  • Delete an Intercompany chain.
  • Deactivate products for Intercompany chains.
  • Synchronize information between Intercompany sales orders and Intercompany purchase orders.
  • Use document handling in Intercompany chains.
  • Create and process and Intercompany return order.
  • Create and process return orders in a direct delivery scenario.
  • Explain how to synchronize disposition codes.
  • Explain how to synchronize RMA numbers.
  • Create replacement orders.
  • Set up and use manual serial and batch number synchronization in Intercompany chains.
  • Set up and use automatic serial and batch number synchronization in Intercompany chains.
  • Define Intercompany upstream sales roles.
  • Define Intercompany upstream procurement views.
  • Define Intercompany downstream direct delivery processing roles.
Course OutlineModule 1: Overview
This module explains the components in the Intercompany process and provides a short overview of Intercompany Planning, Intercompany Order Processing, and Intercompany Billing.
Lessons
  • Introduction 
  • Intercompany Planning
  • Intercompany Order Processing
  • Intercompany Billing and Payments
After completing this module, students will be able to:

  • Explain Intercompany master planning.
  • Explain Intercompany order processing.
  • Explain Intercompany billing and payments.
Module 2: Setup
This module explains how to set up and create an intercompany connection between a customer and vendor in another legal entity.
Lessons
  • Introduction
  • Action Policies
  • Order Agreements
  • Value Mapping
After completing this module, students will be able to:

  • Set up action policies between customers and vendors in multiple companies.
  • Set up order agreements.
  • Set up value mapping.
  • Set up the basic Purchase Order Driven Intercompany process.
Module 3: Purchase Order Initiated Intercompany Order Chain
This module explains how to create a purchase order initiated intercompany order chain between the sales company and the production plant.
Lessons
  • Introduction
  • Create a Purchase Order Initiated Intercompany Order Chain
  • Generate Packing Slips and Product Receipts
  • Generate Invoice
Lab : Create a Purchase Order Initiated Intercompany Chain
After completing this module, students will be able to:

  • Set up the basic purchase initiated Intercompany process.
  • Generate packing slips and product receipts.
  • Generate invoices.
Module 4: Sales Order Initiated Intercompany Order Chain
This module explains how to create a sales order initiated intercompany order chain and update the Intercompany purchase order.
Lessons
  • Introduction
  • Create a Sales Order Initiated Intercompany Order Chain
  • Process the Intercompany Purchase Order
Lab : Manually Create an Intercompany Order Chain
After completing this module, students will be able to:

  • Create a sales order initiated intercompany order chain.
  • Update the Intercompany purchase order.
  • Create an Intercompany chain automatically.
  • Set up and start picking.
  • Use the Intercompany on-hand form to investigate on-hand inventory in other companies.
  • Describe the flow of Intercompany information.
Module 5: Intercompany Agreements
This module describes sales and purchase agreements. It also explains the main advantages of using sale and purchase agreements.
Lessons
  • Introduction
  • Intercompany Sales and Purchase Agreements
Lab : Create Intercompany Agreements
After completing this module, students will be able to:

  • Create intercompany agreements.
  • Update intercompany agreements.
Module 6: Direct Delivery
This module explains the difference between a delivery process that involves a selling company receiving the delivery and a direct delivery process to the customer. 
Lessons
  • Introduction
  • Action Policies for Direct Delivery
  • Automatic Posting and Printing Packing Slips and Invoices
  • Generate an Invoice
Lab : Direct Delivery
After completing this module, students will be able to:

  • Create an intercompany chain automatically with direct delivery.
  • Set up and create automatic posting for intercompany direct deliveries .
Module 7: Update and Synchronization of the Intercompany Chain
This module explains intercompany synchronization is how to set up automatic synchronization in the Intercompany chain.
Lessons
  • Introduction
  • Update the Original Sales Order
  • Deleting Intercompany Order Chains
  • Deactivate Products for Intercompany Trade
  • Synchronization of Intercompany Orders
  • Document Handling in Intercompany
Lab : Update the Original Sales Order and Delete Intercompany OrdersLab : Synchronization of the Intercompany Order Chain
After completing this module, students will be able to:

  • Create an intercompany chain automatically with direct delivery.
  • Update the original sales order.
  • Delete an intercompany order chain.
  • Deactivate products for intercompany order chains.
  • Synchronize information between Intercompany sales orders and Intercompany purchase orders.
  • Use document handling in intercompany order chains.
Module 8: Return Orders
This module explains how to create and process Intercompany return orders and how to synchronize Intercompany return orders with the original sales order.
Lessons
  • Introduction
  • Intercompany Return Order Chain
  • Direct Delivery Return Orders
  • Disposition Codes
  • Synchronization of RMA Numbers
  • Replacement Orders
After completing this module, students will be able to:'

  • Create and process return orders in a non-direct delivery scenario.
  • Create and process return orders in a direct delivery scenario.
  • Explain how to synchronize disposition codes.
  • Describe how to synchronize RMA numbers.
  • Create replacement orders.
Module 9: Serial and Batch Number Registration
This module explains how serial and batch numbers can be used in the intercompany order process.
Lessons
  • Introduction
  • Manual Serial and Batch Registration
  • Automatic Serial and Batch Registration
Lab : Automatic Serial and Batch Number Registration
After completing this module, students will be able to:

  • Set up and use manual serial and batch number synchronization in Intercompany order chains.
  • Set up and use automatic serial and batch number synchronization in Intercompany order chains.
Module 10: Security
This module explains how role based security allows for specific security and permissions in the intercompany order chain. 
Lessons
  • Introduction
  • Predefined Roles: Upstream Sales View and Navigation
  • Predefined Roles: Upstream Procurement View
  • Predefined Roles: Downstream Direct Delivery Processing
  • Predefined Roles: Upstream Sales View and Navigation
After completing this module, students will be able to:

  • Define intercompany upstream sales roles.
  • Define intercompany upstream procurement views.
  • Define intercompany downstream direct delivery processing roles.
Before attending this course, students must have attended the following courses:

  • Supply Chain Foundation in Microsoft Dynamics AX 2012
  • Distribution and Trade in Microsoft Dynamics AX 2012
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