Trade & Logistics I in Microsoft Dynamics AX 4.0 UK Classes & Lessons (Microsoft)

About this class

The three-day Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1, course explores the basics of trade and inventory flow in Microsoft Dynamics AX 4.0. This course shows you how to manage sales and purchase transactions, manage inventory that includes quarantine management, post sales and purchase transactions, assign, manage, and trace serial and batch numbers. This course also teaches you how to allow for over/under delivery of both sales and purchases, assign miscellaneous charges, assign ABC Classifications to items, and report on inventory, sales, and purchasing activities. Customers wishing to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics AX 4.0 Trade & Logistics functionality.

Who will the lesson benefit?

The class is targeted toward sales and purchase managers, salespeople, and purchasers, and other people in organizations responsible for the setup and administration of trade and logistics, and inventory management functionality.

Contents of this class

Chapter 1: Introduction

The purpose of this chapter is to introduce students to the course and its goals.

Lessons

Logistics and Trade Definition
Inventory Management
Microsoft Dynamics AX 4.0: Physical and Financial Inventory
Understanding the Information Flow in Microsoft Dynamics AX 4.0

After completing this module, students will be able to:

Understand the purpose of the Trade & Logistics I in Microsoft Dynamics AX 4.0 training course
Define Trade and Logistics
Have a basic understanding of inventory in Microsoft Dynamics AX 4.0

Chapter 2: Working with Purchase and Sales Orders

This chapter focuses on how to create purchase and sales orders, using the Simple and Advanced views of purchase and sales orders, purchase and sales order types, and purchase and sales parameters.

Lessons

Purchase Orders - Simple View
Create Purchase Order Lines
Purchase Orders - Advanced View
Purchase Order Types
Sales Orders - Simple View and Advanced View
Sales Order Types
Purchase order and Sales Order Parameters
Multiple Ship to functionality
Enhanced delivery date control
Direct delivery

Lab 2-1: Working with Purchase Orders

Create different type of purchase orders.

Lab 2-2: Create Sales Orders

Create a sales orders.

Lab 2-3: Applying Purchase Parameters

Apply purchase parameters based on an implementation scenario.

Lab 2-4: Applying Sales Parameters

Applying sales parameters based on an implementation scenario.

Lab 2-5: Multiple Ship to

Multiple Ship To and Purchase Orders
Multiple Ship To and Sales Orders

Lab 2-6: Setting up Transport Times

Setting up Transport times between company and customers using different modes of delivery.

Lab 2-7: Available Dates and Delivery Dates

Simulate different sales delivery date scenarios.

Lab 2-8: Direct Delivery

Create and update an order of the type direct delivery.

After completing this module, students will be able to:

Create a new purchase order using the Simple and Advanced views.
Add items to a purchase order.
Understand the purchase order type options.
Create a new sales order using the Simple and Advanced views.
Add items to a sales order.
Understand the sales order type options.
Understand which parameters affect how a purchase order is created and which parameters can affect how the purchase order is printed.
Understand which parameters affect how a sales order is created.
Specify alternative receipt addresses for a purchase order line.
Specify alternative delivery addresses for a sales order header and sales order lines.
Set up the delivery date control system.
Use the Available dates functionality to select the earliest possible delivery date.
Create and update an order the type direct delivery

Chapter 3: Quotations

This chapter 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

Set up a Sales Quotation
Work with Quotations
Various Quotation Functions

Lab 3-1: Create a quotation and Convert to a Sales order

Create a quotation
Convert quotation to sales order

Lab 3-2: Create Quotation Template

Create a template group
Create a quotations template

Lab 3-3: Mass Create Quotations

Mass create quotations

After completing this module, students will be able to:

Set up necessary number sequences and tables for using sales quotations.
Set up default values for quotations.
Create, modify, and delete quotations.
Convert a sales quotation to a sales order.
Create quotation templates.
Use various quotation functions.

Chapter 4: Inventory

In this chapter we concentrate on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data that is created in this module is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.

Lessons

Item Groups
Inventory Model Groups
Dimension Groups
Inventory Parameters
Creating Items
Units of Measure and setting up unit conversion
Warehouse Management
Setting Purchase, Cost, and Sales Pricing of Items

Lab 4-1: Locating Inventory Posting Accounts

Identify different posting accounts for item groups.

Lab 4-2: Set up an Inventory model group and apply it to an item

Set up an Inventory model group and apply it to an item. See effect of parameters on item purchase and sales transactions.

Lab 4-3: Create Inventory Dimension Group

Create inventory dimension group. See effect of parameters on item setup and transactions.

Lab 4-4: Create New Item

Create new item specifying order quantity parameters and setting up item unit conversion.

Lab 4-5: Item Pricing

Set up automatic updating of pricing on an item

After completing this module, students will be able to:

Set up Item Groups.
Set up Inventory Model Groups.
Set up a Dimension group.
Create a Unit of Measure.
Set up a Warehouse.
Create an Item.
Set up default fields needed for creating an Item.
Understand inventory model and negative inventory options.
Understand how model groups integrate with other areas of Microsoft Dynamics AX 4.0.
Understand how the Model Group can determine the physical update of an item.
Understand how Dimension Groups are used to define the physical characteristics of an item.
Understand how items are stored in inventory, as determined by Dimension groups.
Understand purchase, cost and sales pricing of an item.

Chapter 5: Sales and Purchase Order Postings

In this chapter we discuss a variety of different posting techniques and processes that you apply when working with sales and purchase orders in Microsoft Dynamics AX 4.0. Additionally, inventory posting profiles is discussed. Inventory posting profiles control what ledger accounts are used and wh