Microsoft Dynamics Ax 2012 Trade And Logistics 516w11

Exam MB6-870:

Microsoft Dynamics AX 2012 Trade and Logistics Published:

August 29, 2011

Language(s):

English, French, German, Italian, Japanese, Spanish, Chinese (Simplified)

Audience(s):

Information Workers

Technology:

Microsoft Dynamics AX 2012

Type:

Proctored Exam

How To Get It: Schedule your exam through the following exam provider: Take exam Show all items Overview Preparing for an Exam This certification exam measures your ability to understand and articulate how to use, maintain, and Microsoft Dynamics AX 2012 trade and logistics functionality including managing the supply chain foundation, managing distribution and trade, and managing BOMs. Exam Topics Covered The following list includes the topic areas covered on this exam.  Managing the Supply Chain Foundation  Managing Distribution and Trade  Managing Bills of Materials Audience Profile This exam is intended for individuals who are able for the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 trade and logistics functionality. 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 istration, trade and logistics, inventory and warehouse management, and product information management.

Additional Skills Recommended: General working knowledge of purchase and inbound operations, sales and outbound operations, and inventory management. Working knowledge of Windows 7 and Microsoft Office 2010. Note 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. Skills Measured Skills Being MeasuredThis 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. The information after “This objective may include but is not limited to” is intended to further define or scope the objective by describing the types of skills and topics that may be tested for the objective. However, it is not an exhaustive list of skills and topics that could be included on the exam for a given skill area. You may be tested on other skills and topics related to the objective that are not explicitly listed here. Managing the Supply Chain Foundation (38 percent)  Managing product information.  This topic may include: supply chain logistics; defining products; modeling configurable products; authorizing product setup in a legal entity; finalizing product setup in a legal entity; defining products as not stocked  Setting up inventory management.  This topic may include: item types; item groups; item model groups; storage and tracking dimension groups; warehouse management; inventory parameters; defining inventory policies  Managing purchase orders.  This topic may include: working with purchase orders; purchase order types; setting up payable purchase parameters; purchasing not-stocked items; shipping to multiple addresses; managing delivery schedules; change management; processing purchase orders; generating a receipts list; generating a product receipt  Managing serial and batch numbers.  This topic may include: handling storage and tracking dimensions; manual allocation; automatic allocation; tracing  Managing sales orders.  This topic may include: working with sales orders; sales order types; sales parameters; sales orders for not-stocked items; shipping to multiple addresses; using enhanced delivery date control; managing delivery schedules; managing available ship dates and receipt dates; order entry deadlines; direct delivery; generating a sales order confirmation; generating a sales order picking list; processing a picking list registration; processing a sales order packing slip; shipping carrier interfaces  Managing quality and quarantine.  This topic may include: setting up quality management basics; setting up automatic quality order generation; creating a manual quality order; working with a non-conformance; managing quality reports and certificates; setup parameters for quarantine warehouses; managing item quarantines; managing inventory transactions on quarantined items; item dimension–based quality checks; automatic initiation of quality orders when goods are ed  Managing inventory journals and reports.  This topic may include: setting up inventory journals; managing inventory adjustment and movement journals; transfer journals; BOM journals; counting journals; creating a journalspecific setup; tag-counting journals; ABC inventory classification; inventory reports; forecasting reports; inventory blocking Managing Distribution and Trade (31 percent)  Managing over/under delivery and charges.  This topic may include: over/under delivery setup and transactions; methods of adding a charge; price settings; charge codes; manual charges; automatic charges; landed cost charges; adding charges to a purchase order invoice; allocating charges; maximum approval limits  Managing customer and vendor agreements.  This topic may include: activating trade agreements; setting up trade agreements; trade

agreement parameters; trade agreement policies; supplementary items; managing purchase and sales agreements  Managing item arrival and registration.  This topic may include: setting up item registration; using the arrival overview form; managing not-stocked item arrivals  Managing sales quotations.  This topic may include: setting up sales quotations; working with quotations; managing additional sales quotation features  Managing item reservations.  This topic may include: reservations, dimensions, and transactions; manual and automatic reservations; selection of lots; explosion reservations; view reservations; blocking reservations; lock reservations; canceling reservations; batch reservations; picking reserved items  Picking sales orders.  This topic may include: enabling sales order picking and setup; releasing sales order picking; managing picking operations  Managing returns.  This topic may include: setting up customer returns; creating a return order; managing item arrival and receipt registration; managing quarantine orders; managing replacement orders; handling not-stocked item returns; creating vendor returns; creating vendor returns for serialized items  Managing commissions.  This topic may include: setting up a commission; viewing commission transactions; managing commission transactions for returned items  Managing transfer orders.  This topic may include: setting up transfer orders; using the transfer order form; selecting items for a transfer order; shipping and receiving a transfer order; managing goods in transit Managing Bills of Materials (31 percent)  Creating simple BOMs.  This topic may include: using the BOM form; working with BOMs in the BOM Designer; approving and activating BOMs  Creating versioned BOMs with versions.  This topic may include: creating BOMs by using the Released Products form; activating multiple BOM versions; copying BOM versions; changing BOM versions; creating BOMs with a version from the BOM form; creating BOMs with versions in the BOM Designer; managing quantity-dependent BOMs; working with validity dates and sub-BOMs on component lines  Working with BOM and product configurations.  This topic may include: managing BOM configurations; managing product configurations  Working with BOM calculations.  This topic may include: managing the BOM calculation structure; managing cost groups, profit settings, and calculation groups; viewing costing versions and BOM calculations; cost and sales price calculations; managing explosion mode and BOM stop explosion  Managing sales orders and BOMs.  This topic may include: configurable BOMs and sales orders; viewing BOMs in a sales order; exploding a BOM from a sales order; calculating a BOM from a sales order  Managing scrap and measurement.  This topic may include: BOM scrap; BOM measurement  Managing reports and other BOM functionality.  This topic may include: reporting a BOM as finished; standard BOM reports; managing other BOM functionality Preparation Materials Preparation Tools and ResourcesTo help you prepare for this exam, Microsoft Learning recommends that you have hands-on experience with the product and that you use the following training resources. These training resources do not necessarily cover all of the topics listed in the "Skills Measured" tab.

Learning Plans and Classroom Training  80305A: Supply Chain Foundation in Microsoft Dynamics AX 2012 (2 Days)  80339A: Bill of Materials in Microsoft Dynamics AX 2012 (2 Days)  80306A: Distribution and Trade in Microsoft Dynamics AX 2012 (3 Days) Microsoft E-Learning  80306AE: Distribution and Trade in Microsoft Dynamics AX 2012 (9 Hours)  80305AE: Supply Chain Foundation in Microsoft Dynamics AX 2012 (7 Hours)  80339AE: Bill of Materials in Microsoft Dynamics AX 2012 (7 Hours) Microsoft Press BooksThere are no Microsoft Press books currently available. Practice TestsThere are no practice tests currently available. Microsoft Online Resources General Ledger, s Receivable, s Payable, Inventory Management, Master Planning, Production and Basic Online Help available from within the Microsoft Dynamics AX 2012 product.

80308: Procurement in Microsoft Dynamics AX 2012 Community Have Questions?For advice about training and certification, connect with peers:  Visit the training and certification forum For questions about a specific certification, chat with a Microsoft Certified Professional (M):  Visit our M newsgroups To find out about recommended blogs, Web sites, and Live Meetings on popular topics, visit our community site:  Visit the Microsoft Learning community

Course 80305A:

Supply Chain Foundation in Microsoft Dynamics AX 2012 Length:

2 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)

Hide all items

Overview About this Course This two-day instructor-led course, Supply Chain Foundation in Microsoft Dynamics AX 2012, provides students with the necessary tools and resources to perform basic tasks in the trade and inventory flow in Microsoft Dynamics AX 2012. Audience Profile This course is intended for customers and partners who want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 Supply Chain functionality. The class is intended for sales and purchase managers, salespeople, purchasers, and other people in organizations responsible for the setup and istration of trade and logistics and inventory management functionality. At Course Completion After completing this course, students will be able to:  Create products and product masters.  Discuss how to authorize product setup for legal entities.  Discuss how to define a not stocked product.  Create purchase orders and sales orders.  Generate purchase and sales transactions.  Create and correct packing slip and product receipts.  Assign and manage serial and batch numbers  Set up quality control.  Use quality orders.  Set up quality management.  Understand non conformances.  Create and process an inventory adjustment and inventory movement journal.  Create and process a transfer journal.  Create and process a Bill of Materials (BOM) journal.  Understand how to use journals to make inventory adjustments.  Understand how to use the Counting journal to and adjust physical inventory counts. Course Details Course OutlineModule 1: Overview This module provides a general overview of Supply Chain in Microsoft Dynamics AX 2012. Lessons  Introduction  Supply Chain  Product Information Management

 Inventory Management  Warehouse Management  Quality Management After completing this module, students will be able to:  Explain the concepts of supply chain in Microsoft Dynamics AX 2012.  Describe the concept of product information management.  Discuss the concept of inventory management.  Explain the concept of warehouse management.  Describe the concept of quality management. Module 2: Product Information Management This module concentrates on how to create and set up a new product. Creating new products is completed through the Product information management module. Lessons  Introduction  Defining Products  Modeling Configurable Products  Inventory Dimension Groups  Authorizing Product Setup in a Legal Entity  Finalizing Product Setup in a Legal Entity  Default Order and Site Settings  Item Pricing  Unit of Measure  Defining Products as Not Stocked Lab : Create and Release Product MastersLab : Create and Apply a Product Template to Multiple Products After completing this module, students will be able to:  Describe the concept of products.  Describe the concept of product masters and their variants.  Describe the variant configuration technology types.  Discuss inventory dimension groups.  Create and release products to an enterprise.  Discuss how to finalize a released product.  Set up default order settings.  Set up item pricing, automatic updates of item prices and costing versions.  Set up units of measurement and unit conversion.  Describe how to create a not stocked product.

Module 3: Inventory Management Setup This module concentrates on finalization of product setup. All item-based data that is created in Inventory Management is used by the company s for purchases, sales, warehouse management, inventory journals, production, and projects. Lessons  Introduction  Item Groups  Item Model Groups  Storage and Tracking Dimension Groups  Warehouse Management Lab : Create an Inventory Model Group and Apply it to a Released Product After completing this module, students will be able to:  Set up an item group.  Determine posting types that are associated with item groups and investigate what they are used for.  Set up an inventory model group and state the effect of different parameter settings in the groups on items.  Set up a site and warehouse and attach it to a product. Module 4: Purchase Orders Create purchase orders by using the Header and Line views, purchase order types, and purchase parameters. It also discusses many posting techniques and processes that you can apply when you work with purchase orders in Microsoft Dynamics AX 2012. Additionally, inventory posting profiles are discussed. Inventory posting profiles control which ledger s are used and when they are used, when you are purchasing and selling inventory. Lessons  Introduction  Working with Purchase Orders  Set up Purchasing Parameters  Create a Purchase Order  Process a Purchase Order  Generate Purchase Order Documents  Change Management  Purchase Order Tasks  Purchase Order Inquiries and List Pages Lab : Create Purchase OrdersLab : Change management After completing this module, students will be able to:  Review the various forms and list pages for working with purchase orders.  Set up purchasing parameters.  Create a purchase order and add lines to it.  Process a purchase order.  Generate a purchase order receipts list and product receipt.

 Review the change management process, and set up the system for change management.  Review additional tasks that can be completed for a purchase order.  Review the list pages and inquiries that are available for purchase orders. Module 5: Serial and Batch Numbers This module explains how serial numbers and batch numbers are used and how to set up, allocate, and change serial numbers and batch numbers. Also, it focuses on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX 2012. Lessons  Dimension Group – Tracking Dimensions  Manual Allocation  Automatic Allocation  Tracing Lab : Set Up an Item with Manual Allocation of Serial NumbersLab : Set Up an Automatically Allocated Serialized ItemLab : Trace Items After completing this module, students will be able to:  Set up a tracking dimension group to allow for serial and batch number allocation.  Allocate serial and batch numbers manually to a product.  Set up a product to automatically have batch and serial numbers allocated.  Use a transfer order to edit serial and batch numbers.  Use the trace inventory dimension function to track a product's inventory dimensions. Module 6: Sales Orders This module focuses on how to create sales orders by using the Header and Line views, sales order types, and sales parameters. It also discusses many posting techniques and processes that you apply when you work with sales orders in Microsoft Dynamics AX 2012. Additionally, inventory posting profiles are discussed. Lessons  Working with Sales Orders  Sales Order Types  Set Up Sales Parameters  Creating a Sales Order  Ship to Multiple Addresses  Delivery Schedule  Enhanced Delivery Date Control  Available Ship and Receipt Dates  Order Entry Deadlines  Direct Delivery  Generate a Sales Order Confirmation  Generate a Sales Order Picking List  Generate a Picking List Registration  Generate a Sales Order Packing Slip  Shipping Carrier Interface Lab : Create a Sales OrderLab : Setting up Transport TimesLab : Direct Delivery After completing this module, students will be able to:

 Review the various forms and list pages for working with sales orders.  Determine and apply different sales order types.  Set up receivable order parameters.  Create a sales order and add lines to it.  Specify multiple delivery addresses for sales order lines.  Discuss how to set up a delivery schedule on a sales order.  Set up the Delivery dates feature to specify and update requested dates.  Use the Available dates feature to specify and update request dates.  Create order entry deadlines and order entry deadline groups for sites.  Create an order of the Direct delivery type and update the order  Review the sales order posting status and profiles.  Discuss how to generate a sales order confirmation.  Discuss how to generate a sales order picking list.  Review the picking list registration process.  Discuss how to generate a packing slip for a sales order.  Explore the Shipment carrier interface feature. Module 7: Quality Management This module is designed to introduce the Quality management functionality in Microsoft Dynamics AX 2012. Lessons  Introduction  Set Up Quality Management Basics  Set Up Automatic Quality Order Generation  Create a Manual Quality Order  Work with a Non Conformance  Quality Reports and Certificates Lab : Set Up Quality Management BasicsLab : Set Up Automatic Quality Order GenerationLab : Create a Manual Quality Order After completing this module, students will be able to:  Describe the setup of the quality management feature’s quality control component.  Set up automatic quality order generation.  Explain how to create and use manual quality orders.  Work with a non conformance.

 Make non conformance correction.  Review quality reports and certificate of analysis functionality. Module 8: Inventory Journals In this module, students gain an understanding of Inventory journals in Microsoft Dynamics AX 2012 by reviewing the initial setup and each journal. Inventory journals are used for posting physical and financial inventory transactions including posting issues and receipts, inventory movements, creating Bills of Material, and reconciliation of physical inventory. Lessons  Introduction  Inventory Journals Setup  Inventory Adjustment and Movement Journals  Transfer Journals  Bill of Material Journals  Counting Journals  Counting Journal Setup  Creating and Processing a Counting Journal  Tag Counting Journals  Inventory Blocking Lab : Create a Movement JournalLab : Create an Inventory Adjustment JournalLab : Create a Transfer JournalLab : Create a Bill of Materials JournalLab : Create a Counting Journal After completing this module, students will be able to:  Create journal names for inventory journals.  Set up dimension groups and inventory dimensions for journals.  Set up posting for inventory journals  Create and process inventory adjustment and movement inventory journals.  Create and process a transfer journal.  Create and process a bill of material (BOM) journal.  Explain counting journals.  Set up warehouse items and counting groups.  Create and process a counting journal.  Create and process a tag counting journal.  Block an inventoried item.  Prerequisites Before attending this course, students must have:  General knowledge of Microsoft Windows.  Completed the Introduction to Microsoft DynamicsAX 2012 course.

 The ability to use Microsoft Dynamics AX 2012 for basic processing.  Basic knowledge of trade and logistics and inventory management concepts.  Community Looking for training resources, events and advice from peers? the Microsoft Training and Certification Community.Preparing for an exam now? Find your Microsoft Certification Study Group.Talk to us on these social networks:  Facebook  Twitter  LinkedIn

Course 80339A:

Bill of Materials in Microsoft Dynamics AX 2012 Length:

2 Days

Published:

September 22, 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 (online)

Show all items Overview About this Course This two-day instructor-led course introduces the features of Bill of Materials functionality in Microsoft Dynamics AX 2012. Audience Profile This course is intended for partners, customers, and Microsoft team with moderate knowledge of Bill of Materials functionality in a Distribution and Trade environment. At Course Completion After completing this course, students will be able to:  Understand the Bill of Material Creation Process.

 Explain the concepts of BOMs in Microsoft Dynamics AX 2012.  Describe the different BOM forms.  Describe the standard BOM creation process.  Create simple BOMs by using the Bills of Materials form.  Create and edit BOMs by using the BOM designer.  Describe the concept and purpose of BOM versions.  Create BOMs from the Released products list page.  Describe how to activate BOM versions.  Describe how to copy and change BOM versions.  Describe how to use the Bills of Materials form to assign and create BOM versions.  Create and edit BOMs by using the BOM designer.  Describe and create a quantity dependent BOM.  Explain validity dates and sub-BOMs on BOM component lines.  Describe the purpose and advantages of BOM and Item configurations.  Describe the purpose, use, and setup of configuration groups, routes, and rules.  Describe, set up, and use Item configurations.  Explain the BOM calculation structure.  Describe and set up Cost groups, Profit settings, and Calculation groups.  Set up and view costing versions - planned cost and BOM calculations with the Summary and Complete functions.  Explain the Calculation for a costing version form.  Run and review cost and sales price calculations.  Explain BOM calculation Explosion mode and Stop Explosion.  Create a sales order by using a configurable BOM.  View the BOM structure from a sales order.  Explode a BOM from a sales order.  Calculate a BOM from a sales order.  Describe and set up scrap parameters:  Constant and variable scrap on the BOM  BOM calculations by using scrap  Explain and set up measurement configurations:  Consumption calculation

 Rounding-up  Measurement dimensions  Conversion factors  Perform BOM calculations by using measurements.  Explain the purpose of reporting a BOM as finished by using the Max. report as finishedform.  Access the Report as Finished process, from the following areas:  Periodic folder  Released products list page  BOM journal  Describe standard Microsoft Dynamics AX 2012 reports:  Lines  Where-used  BOM calculations  Describe other BOM functionality:  Changing and Checking BOMs  Sorting BOM lines Course Details Course OutlineModule 1: Bill of Materials Overview This chapter provides an overview of the Microsoft Dynamics AX 2012 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process. Lessons  Introduction  General Concepts  Using BOMs and Routes in Multisite Production Environments  BOM Features and Elements  Bills of Materials Form Overview  Bill of Material Creation Process After completing this module, students will be able to:  Understand the BOM Creation Process  Explain the concepts of BOMs in Microsoft Dynamics AX 2012.  Describe the different BOM forms.  Describe the standard BOM creation process. Module 2: Creating Simple BOMs This chapter explains how to create simple BOMs by using the Bills of materials form, and create and edit simple BOMs by using the BOM designer.

Lessons  Introduction  Using the Bills of Materials Form to Create Simple BOMs  Working with BOMs in the BOM Designer Lab : 2.1  Create a BOM without a Version Lab : 2.2  Create a BOM in the BOM Designer After completing this module, students will be able to:  Create simple BOMs by using the Bills of materials form.  Create and edit BOMs by using the BOM designer. Module 3: Creating BOMs with Versions This chapter explains the concept of version control, and describes how to create BOMs with versions. In addition, this section covers activating, copying, and changing BOM versions, in addition to creating quantitydependent BOMs and by using other version-related functionality. Lessons  Introduction  BOM Versions Overview  Creating BOMs by Using the Released Products List Page  Activate Multiple BOM Versions  Copy BOM Versions  Change BOM Versions  Create BOMs with Versions in the Bills of Materials Form  Create BOMs with Versions in the BOM Designer Form  Quantity Dependent BOMs  Working with Validity Dates and Sub-BOMs on Component Lines Lab : 3.1  Creating a BOM with a Version from the Released Products List Page Lab : 3.2  Creating a BOM with a Version in the BOM Designer After completing this module, students will be able to:  Describe the concept and purpose of BOM versions.  Create BOMs from the Released products list page.  Describe how to activate BOM versions.  Describe how to copy and change BOM versions.  Describe how to use the Bills of materials form to assign and create BOM versions.  Create and edit BOMs by using the BOM designer.  Describe and create a quantity dependent BOM.  Explain validity dates and sub-BOMs on BOM component lines. Module 4: Working with BOM and Item Configurations This chapter explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed. Lessons  Introduction  Purpose of BOM and Item Configurations

 BOM Configurations  Item Configurations Lab : 4.1  Create and Use Configuration Groups Lab : 4.2  Create Configuration Routes Lab : 4.3  Create Configuration Rules Lab : 4.4  Add Item Configurations After completing this module, students will be able to:  Describe the purpose and advantages of BOM and Item configurations.  Describe the purpose, use, and setup of configuration groups, routes, and rules.  Describe, set up, and use Item configurations. Module 5: Working with BOM Calculations This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 2012, in addition to the use and set up of Cost groups, Profit settings, Calculation groups, and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed. Lessons  Introduction  BOM Calculation  Cost Groups, Profit Settings, and Calculation Groups  Cost and Sales Price Calculations Lab : 5.1  Create a Cost Group with Profit Settings Lab : 5.2  Create a Calculation Group Lab : 5.3  Running BOM Calculations and Comparing Results After completing this module, students will be able to:  Explain the BOM calculation structure.  Describe and set up Cost groups, Profit settings, and Calculation groups.  Set up and view costing versions - planned cost and BOM calculations with the Summary and Complete functions.  Explain the Calculation for a costing version form.  Run and review cost and sales price calculations.  Explain BOM calculation, Explosion mode, and stop BOM Explosion. Module 6: Sales Orders and BOMs This chapter describes creating a sales order with a configurable BOM, viewing, exploding, and calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales order. Lessons  Introduction  Configurable BOMs and Sales Orders  View BOMs in a Sales Order Lab : 6.1

 Use Configurable BOMs in a Sales Order Lab : 6.2  BOM Calculations from a Sales Order After completing this module, students will be able to:  Create a sales order by using a configurable BOM.  View the BOM structure from a sales order.  Explode a BOM from a sales order.  Calculate a BOM from a sales order. Module 7: Scrap and Measurement This chapter describes the use and setup of constant and variable scrap and BOM calculations by using scrap. The section also covers the use and setup of measurements including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements. Lessons  Introduction  BOM Scrap  BOM Measurement Lab : 7.1  Add BOM Scrap and Run Calculations Lab : 7.2  Set Up and Calculate BOM Measurement After completing this module, students will be able to:  Describe and set up scrap parameters: 

Constant and variable scrap on the BOM



BOM calculations by using scrap

 Explain and set up measurement configurations: 

Consumption calculation



Rounding-up



Measurement dimensions



Conversion factors

 Perform BOM calculations by using measurements Module 8: Report a BOM as Finished This chapter describes the purpose of reporting a BOM as finished, and explores the methods of accessing the Report as Finished process within Microsoft Dynamics AX 2012. Lessons  Introduction  Reporting a BOM as Finished Lab : 8.1  Report a BOM as Finished After completing this module, students will be able to:  Explain the purpose of reporting a BOM as finished by using the Max. report as finishedform.  Access the Report as finished process, from the following areas:



Periodic folder

 

Released products list page BOM journal

Module 9: Reports and Other BOM Functionality This chapter describes the standard BOM reports in Microsoft Dynamics AX 2012 and other BOM functionality including changing and checking BOMs, and sorting BOM lines. Lessons  Introduction  Standard BOM Reports  Other BOM Functionality Lab : 9.1  Change a BOM Lab : 9.2  Run a Manual BOM Check Lab : 9.3  Set Up and Run an Automatic BOM Check After completing this chapter, students will be able to:  Describe standard Microsoft Dynamics AX 2012 reports: 

Lines



Where-used



BOM calculations

 Describe other BOM functionality: 

Changing and Checking BOMs



Sorting BOM lines

 Prerequisites Before attending this course, its recommended that students can have:  Introduction to Microsoft Dynamics AX 2012.  Supply Chain Foundation in Microsoft Dynamics AX 2012  Distribution and Trade in Microsoft Dynamics AX 2012  Community Looking for training resources, events and advice from peers? the Microsoft Training and Certification Community.Preparing for an exam now? Find your Microsoft Certification Study Group.Talk to us on these social networks:  Facebook  Twitter  LinkedIn

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)

Hide all items Overview 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 s in organizations that are responsible for the setup and istration 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.  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 Details 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 s 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 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, , 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 s 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 s 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.  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.  Prerequisites 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.  Community

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Course index

Course 80308A:

Procurement in Microsoft Dynamics AX 2012 Length:

2 Days

Published:

October 06, 2011

Language(s):

English, French, German, Italian, Spanish

Audience(s):

Information Workers

Level:

200

Technology:

Microsoft Dynamics AX 2012

Type:

Course

Delivery Method:

Instructor-led (online)

Show all items Overview About this Course This two-day instructor-led course, Procurement and Sourcing in Microsoft Dynamics AX 2012, provides students with the necessary tools and resources to perform basic tasks in the procurement flow in Microsoft Dynamics AX 2012. Audience Profile The intended audience includes customers that want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 procurement and sourcing functionality. The class is intended for purchase managers, purchasers, and other people in organizations responsible for the setup and istration of procurement and sourcing and inventory management functionality. At Course Completion After completing this course, students will be able to:  Review the main concepts of Procurement and sourcing in Microsoft Dynamics AX 2012.  Create and manage products.

 Describe the setup that is required and optional before creating vendors.  Create a new vendor.  Review various types of catalogs, including their usages.  Set up category hierarchies and work with procurement categories.  Work with procurement, vendor, and external catalogs.  Manage the request for quotation process.  Create, complete, and follow-up on purchase requisitions.  Set up purchasing parameters.  Create and process purchase orders.  Describe the change management process, and set up the system for change management.  Create and process vendor returns. Create and process purchase agreements.  Use the features of the Vendor Self-service Portal.  Manage transactions on the Procurement Order site.  Order products using the Employee Services site.  Define purchasing policy parameters.  Create and configure purchasing policies.  Describe the workflows available for procurement and sourcing. Course Details Course OutlineModule 1: Procurement Overview This chapter provides a general overview of Procurement and sourcing in Microsoft Dynamics AX 2012. Lessons  About Procurement and Sourcing  Enterprise Portal Features  Integration  End-To-End Scenario After completing this chapter, students will be able to:  Describe the main concepts of Procurement and sourcing in Microsoft Dynamics AX 2012.  List the features available in the Enterprise Portal for Procurement and sourcing.  List the integration points to other Microsoft Dynamics AX modules and the Procurement and sourcing module.  Describe the procurement process. Module 2: Product Information Management This chapter concentrates on how to create and set up a new product. Creating new products is completed

through the Product information management module. Lessons  Introduction  Defining Products  Modeling Configurable Products  Inventory Dimension Groups  Authorizing Product Setup in a Legal Entity  Finalizing Product Setup in a Legal Entity Lab : 2.1: Create and Release Product Masters  Create and release a new product master, with several product variants. Lab : 2.2: Create and Apply a Product Template to Multiple Products  Create a Product template and apply the template to products After completing this chapter, students will be able to:  Describe the concept of products.  Describe the concept of product masters and their variants.  Describe the variant configuration technology types.  Discuss inventory dimension groups.  Create and release products to an enterprise.  Discuss how to finalize a released product. Module 3: Vendors This chapter concentrates on creating vendors and managing vendor information. Lessons  Introduction  Set Up for Vendors  Create Vendors  Vendor Tasks  Vendor Reports and Inquiries Lab : 3.1: Create a Vendor Group  Set up a vendor group. Lab : 3.2: Create a Vendor  Create a vendor After completing this chapter, students will be able to:  Describe the setup that is required and optional before creating vendors.  Create a new vendor.  Change a vendor’s name.  Place a vendor on hold.  Add vendors to another legal entity.  View vendor transactions.  View vendor information. Module 4: Catalogs

This chapter reviews the process for creating catalogs and category hierarchies. Three types of catalogs are reviewed―procurement, vendor, and external catalogs. Lessons  About Catalogs  Category Hierarchies  Category Attributes  Commodity Codes  Procurement Category Management  Procurement Catalogs  Vendor Catalogs  External Catalogs  Catalog Comments  Category Reports Lab : 4.1: Create New Categories  Create categories and subcategories in an existing category hierarchy. Lab : 4.2: Create Category Attributes  Create attribute types and attributes, and then link the new attributes to a category in the category hierarchy. After completing this chapter, students will be able to:  Review various types of catalogs, including their usages.  Create new category hierarchies and categories.  Create attributes and assign them to categories.  Create commodity codes and assign them to a category.  Set up procurement categories.  Create and publish a procurement catalog.  Review the process to configure and import a vendor catalog.  Review the process to configure and validate an external catalog.  Activate catalog comments and approve or reject submitted comments.  Review the reports available in Procurement and sourcing for categories and catalog management. Module 5: Request for Quotation This chapter explains the request for quotation process. Steps for creating, following-up, and processing a request for quotation reply are reviewed. Additionally, reports and inquiries for request for quotations are reviewed. Lessons  Introduction  Set Up Request for Quotations  Issue a Request for Quotation  Follow-up on Request for Quotations  Request for Quotation Replies  Transfer Accepted Request for Quotation Replies  Request for Quotation Reports and Inquiries Lab : 5.1: Create a Request for Quotation  Create a request for quotation, add vendors to the case, add items to the case, and send the request for quotation to the vendor.

After completing this chapter, students will be able to:  Set up system parameters prior to using a request for quotation.  Create a request for quotation.  Follow-up on a request for quotation.  a request for quotation reply.  Compare request for quotation replies.  Accept a request for quotation reply.  Reject a request for quotation reply.  Return a request for quotation reply.  Review the request for quotation reports and inquiries. Module 6: Purchase Requisitions This chapter focuses on how to create and complete purchase requisitions. The chapter also discusses how to convert purchase requisitions to purchase orders. Additionally, demand consolidations are discussed. Lessons  Introduction  About Purchase Requisitions  Create Purchase Requisitions  Complete a Purchase Requisition  Follow-up on Purchase Requisitions  Convert Purchase Requisitions to Purchase Orders  Demand Consolidations  Other Purchase Requisition Tasks  Purchase Requisition Workflow Lab : 6.1: Create a Purchase Requisition  Create and submit a purchase requisition. After completing this chapter, students will be able to:  Describe the purchase requisition process and the associated list pages used to manage purchase requisitions.  Create purchase requisitions.  Complete purchase requisitions.  Follow-up on purchase requisitions.  Convert purchase requisitions to purchase orders.  Describe and use demand consolidations.  Describe other purchase requisition tasks.  Explain the purchase requisition workflow. Module 7: Purchase Orders This chapter reviews the process of creating and processing a purchase order. Additionally, the change

management process is reviewed. Lessons  Introduction  Working with Purchase Orders  Set Up s Payable Parameters  Create a Purchase Order  Process a Purchase Order  Change Management  Purchase Order Tasks  Purchase Order Inquiries and List Pages Lab : 7.1: Create Purchase Orders  Create a purchase order with a multiple delivery addresses Lab : 7.2: Change Management  Enable change management and create a purchase order to be submitted through workflow After completing this chapter, students will be able to:  Describe the various forms and list pages for working with purchase orders.  Set up purchasing parameters.  Create a purchase order and add lines to it.  Process a purchase order.  Explain the change management process, and set up the system for change management.  Describe additional tasks that can be completed for a purchase order.  Describe the reports and inquiries available for purchase orders. Module 8: Vendor Returns This chapter discusses how to return a product to a vendor. You will also be shown 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 : 8.1: Working with Vendor Returns  Create a vendor return by copying an original purchase order Lab : 8.2: Complete a Vendor Return Using the Returned Order Type  Create a vendor return with batch numbers by using the Returned order type. After completing this chapter, 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.  Return a Not-Stocked item to a vendor. Module 9: Purchase Agreements In this chapter, concepts of purchase agreements are discussed. You will be shown how to create purchase agreements and how to use purchase agreements when you create purchase orders. Lessons

 Purchase Agreements Lab : 9.1: Setting Up and Following Up on a Purchase Agreement  Create a purchase agreement, and then create a release order from the purchase agreement. Finally, you will print the purchase agreement fulfillment report. After completing this chapter, students will be able to:  Describe how purchase agreements work.  Discuss how to create purchase agreements.  Review how to define purchase agreements.  Discuss how to use agreements when you create orders.  Explain how to follow up on agreements. Module 10: Vendor Self-Service Portal This chapter reviews scenarios where your vendors connect to the Vendor Self-service Portal to view transactional information and respond to request for quotations. Lessons  Introduction  Vendor Role Center  Vendor Profiles  Notifications  Questionnaires  Transactions  Vendor Self-Service Portal Security Lab : 10.1: Add a  Add a new vendor on the Vendor Portal. Lab : 10.2: Create and Send Vendor Notifications  Create and send a vendor notification. After completing this chapter, students will be able to:  Describe the features of the vendor role center.  Update vendor profile information, add s, create requests, and category requests.  Create, send, and view notifications on the Vendor Self-service Portal.  View and complete questionnaires on the Vendor Portal.  Describe the transactions that can be viewed or modified in the Vendor Portal.  Respond to requests for quotations.  Create and maintain vendor invoices.  Describe the roles available for the Vendor Portal. Module 11: Procurement Order Site In this chapter you will create purchase requisitions and view purchase order information using the Procurement Order site. In addition, you will be shown how to use the Employee Services site to search for products and purchase products. Lessons  Introduction

 Purchase Requisitions  Managing Purchase Information  Product Receipt Confirmations  Order Products on the Employee Services Site Lab : 11.1: Purchase Requisitions  Create a purchase requisition on the Procurement Order site. Lab : 11.2: Order Products and Check Out  Search for products and add products to your cart and check out using the check out wizard on the Employee Services website. After completing this chapter, students will be able to:  View and create purchase requisitions on the Procurement Order site.  View purchase orders, purchase order confirmations, product receipts, and vendor invoices.  View and create product receipt confirmations.  Order products using the Employee Services site. Module 12: Purchasing Policies and g Limits This chapter reviews the policy framework in Microsoft Dynamics AX 2012. You will be shown how to create purchasing policies and g limits. In addition, steps for configuring each type of policy rule are reviewed. Lessons  Introduction  About Policies  Purchasing Policy Set Up  Create Purchasing Policies  Configure Catalog Policy Rules  Configure Category Access Policy Rules  Configure Category Policy Rules  Configure Purchase Requisition RFQ Rules  Configure Purchase Requisition Control Rules  Configure Purchase Order Creation and Demand Consolidation Rules  Expenditure Reviewers  Limits Lab : 12.1: Create and Configure a Purchase Requisition RFQ Rule  Create a new purchasing policy and configure a purchase requisition RFQ. Lab : 12.2: Configure a Default g Limit Policy Rule  Create a new g limit policy and configure a default g limit. After completing this chapter, students will be able to:  Describe policy organizations and policy rules.  Define purchasing policy parameters.  Create and manage a purchasing policy.  Configure a catalog policy rule.  Configure a category access policy rule.  Configure category access policy rules.  Configure a purchase requisition request for quotation (RFQ) rule.

 Configure a purchase requisition control rule.  Configure purchase order creation and demand consolidation rules.  Configure expenditure reviewers for purchase orders and purchase requisitions.  Configure g limit policy rules. Module 13: Workflow This chapter reviews the workflows that are available for procurement and sourcing. You will be shown a demonstration on how to set up a purchase requisition workflow. Lessons  Introduction  About Workflow  Procurement Catalog Workflows  Purchasing Workflows  Vendor Workflows  Demonstration: Configure a Purchase Requisition Workflow After completing this chapter, students will be able to:  Describe the basic features and steps to create and configure a workflow.  Describe the workflows available for procurement catalogs.  Describe the purchasing workflow types.  Describe the vendor related workflows available in Procurement and sourcing.  Demonstrate the steps to set up a purchase requisition workflow.  Prerequisites Before attending this course, students must have:  General knowledge of Microsoft Windows.  Completed the Introduction to Microsoft DynamicsAX 2012 course.  The ability to use Microsoft Dynamics AX 2012 for basic processing.  Basic knowledge of procurement, trade and logistics, and inventory management concepts.  Community Looking for training resources, events and advice from peers? the Microsoft Training and Certification Community.Preparing for an exam now? Find your Microsoft Certification Study Group.Talk to us on these social networks:  Facebook  Twitter  LinkedIn