Sunday, 3 July 2016

MS Dynamics AX 2012 Project Management and Accounting training Online |Specto

Course Outline :

During this MS Dynamics AX 2012 Project Management and Accounting training you will learn how to set up the Project management and accounting module of Microsoft Dynamics AX. It also shows students how to create project transactions.
The course focuses on the basic project functionality available in Microsoft Dynamics AX 2012.

Course duration:
This course is scheduled for 30 days and everyday 1 hour.

Course pre-requisites:

Before attending this course, students must have:

  •  Basic knowledge of accounting principles
  • An understanding of how to navigate within Microsoft Dynamics AX

In addition, we recommend, but do not require, that students have completed:
 Microsoft Dynamics AX Introduction course Documentation:

The following documentation is included with the course:
  •  MS Dynamics AX Project Management and
  •  Accounting user guide
  •  Certificate of attendance
  • After attending you will be able to:
  • Create and set up the Project Management and accounting module in Microsoft Dynamics AX.

  •  Set up invoicing
  •  Understand project types
  •  Create and enter project time sheets
  •  Set up and allocate project budgets.

Who should attend?
This course is intended for people who are on the implementation team, administering or using the Project
Management and Accounting module in Microsoft Dynamics AX. This audience typically includes people
who are tasked with assessing business needs and those who advise them on the use, configuration and
customization of the application. Additionally, people responsible for training or supporting others in
Microsoft Dynamics AX can benefit from this course including roles such as:

  •  Directors of Accounting
  •  Financial Managers
  •  Financial Supervisors
  •  Management Accountant
  •  Accountant Clerks
  •  Project Managers

Topics covered :

Working with Projects:
• Overview
• Project Details
• Project Group
• Project Numbering
• Project Hierarchies
• Report Sort Fields
• Work Breakdown Structure
• Project Copy Wizard
• Project Stages.

Understanding Project Types:
• Project Types
• Time and Material Projects
• Processing a Time and Material Project
• Time and Material Project Example
• Fixed-Price Projects
• Fixed-Price Project Example
• Internal Projects
• Cost Project Example
• Time Projects
• Investment Projects
• Project Groups

Working with Project Transactions:
• Transaction Types
• Categories and Category Groups
• Project Pricing
• Line Properties
• Hour Transactions
• Hours Journal
• Expense Transactions
• Expense Journals
• Invoice Journals and Invoice Registers
• Free Text Invoices
• Item Transactions
• Item Journals
• Item Requirements
• Purchase Orders
• Purchase Requisitions
• Production Orders
• Sales Orders
• Beginning Balances
• Review Project Transactions
• Adjusting Transactions
• Journal Setup
• Journal Approval
• Journal Descriptions
• Ledger Posting Setup
• Posting Setup by Project Group or Category

Project Time sheets
• Time sheet Periods
• Set Up Time sheet-Related Parameters
• Configuring Time sheet Workflows
• Set Up Favorites
• Set Up Delegates
• Time sheet Creation
• Time sheet Approval
• Missing Time sheets Report.

Project Invoicing:
• Invoicing Setup
• Project Contracts
• Billing Requirements for Transactions
• Invoice Proposals
• On-Account Invoicing
• View Posted Invoices
• Credit Notes.

Project Budgeting

• View Posted Invoices
• Credit Notes
Project Budgeting:
• Budget Approval Workflow
• Original Budgets
• Project Budget Properties
• Allocate Budgets
• View Budget Impact
• View Budget Balances
• Budget Revisions
• Committed Costs
• Carry Forward Budget Amounts at Year End.

Project Inquiries and Reports:
• Project Control
• Excel Integration with Project Control
• Reports
• OLAP Integration.

Project Management and Accounting Setup:
• Settings
• Configure the core project management and accounting functionality
• Enter default information that is used by the system if the information is not specified at a
lower level (for example project, contract).



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