Thursday, 22 September 2016

Distribution & Trade And Bill Of Materials | Microsoft Dynamics AX 2012 Online Training

The first part of this course provides students with the necessary tools and resources to perform basic tasks in the trade and inventory flow in Microsoft Dynamics AX 2012. 

The second part introduces advanced Trade & Logistics functionality. This part builds on information provided in the Supply Chain Foundation in Microsoft Dynamics AX 2012 course. 

Furthermore, the course introduces the features of Bill of Materials functionality in Microsoft Dynamics AX 2012. 


Supply Chain Management, Distribution & Trade And Bill Of Materials In Microsoft Dynamics AX 2012 Accelerated Course Outline :

The following courses are covered: 

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




    1. Introduction to Trade and Logistics
      1. Logistics and Inventory Management
      2. Logistics and Inventory Features
      3. Information Flow
    2. Inventory
      1. Item Groups
      2. Inventory Model Groups
      3. Dimension Groups
      4. The Inventory Dimensions Form
      5. Item Dimension Combinations
      6. Item Setup
      7. Default Order Settings
      8. Units of Measure
      9. Warehouse Management
      10. Item Pricing
    3. Purchase Orders and Purchase Order Posting
      1. Working with Purchase Orders
      2. Purchase Order Types
      3. Set up Accounts Payable Parameters
      4. Ship to Multiple Addresses
      5. Purchase Order Posting
      6. Post a Purchase Order
      7. Post a Receipts List
      8. Post a Packing Slip
      9. Post a Purchase Order Invoice
      10. Accounts Payable Invoice Matching
      11. Purchase Order Financial Posting
    4. Serial and Batch Numbers
      1. Dimension Group -- Storage Dimensions
      2. Manual Allocation
      3. Automatic Allocation
      4. Tracing
    5. Item Arrival and Registration
      1. Item Registration Setup
      2. Item Arrival using the Arrival Overview Form
    6. Quarantine Management
      1. Quarantine Warehouse Setup Parameters
      2. Quarantine Item Management
      3. Inventory Transactions on Quarantine Items
    7. Vendor Returns
      1. Create Vendor Returns
      2. Create Vendor Returns for Serialized Items
    8. Sales Orders and Sales Order Posting
      1. Working with Sales Orders
      2. Sales Order Types
      3. Sales Parameters
      4. Ship to Multiple Addresses
      5. Enhanced Delivery Date Control
      6. Available Ship and Receipt Dates
      7. Order Entry Deadlines
      8. Create a Sales Order in a Multi Time Zone Environment
      9. Direct Delivery
      10. Sales Order Posting
      11. Post a Sales Order Confirmation
      12. Post a Sales Order Picking List
      13. Post a Picking List Registration
      14. Post a Sales Order Packing List
      15. Post a Sales Order Invoice
      16. Post an Invoice Based on Packing Slips
      17. Sales Order Financial Posting
      18. Multisite
      19. Shipping Carrier Interface
    9. Sales Order Picking
      1. Item Pick Registration Setup
      2. Automatic Registration of a Pick
      3. Manual Registration of a Pick
      4. Item Pick Registration of Serialized and Batch Inventory
      5. Edit, Reverse, and Split a Pick
      6. Release Sales Order Picking
    10. Customer Returns
      1. Set up Customer Returns
      2. Create a Return Order
      3. Item Arrival and Receipt Registration
      4. Quarantine Orders
      5. Replacement Orders
      6. Reports and Statistics
    11. Over/Under Delivery and Miscellaneous Charges
      1. Over/Under Delivery
      2. Miscellaneous Charges
      3. Price Miscellaneous Charges
      4. Miscellaneous Charges Codes
      5. Manual Miscellaneous Charges
      6. Automatic Miscellaneous Charges
      7. Landed Cost Miscellaneous Charges
      8. Add Miscellaneous Charges to a Purchase Order Invoice
    12. Item Reservations
      1. Why Perform Reservations and What Can You Reserve
      2. Manual Reservations
      3. Automatic Reservations
      4. Automatic Reservations and Selection of Lots
      5. Explosion Reservations
      6. View Reservations
      7. Lock Reservations
      8. Cancel Reservations
      9. Batch Reservation
      10. Picking Reserved items
    13. Customer and Vendor Trade Agreements
      1. Set Up Trade Agreements
      2. Activate Trade Agreements
      3. Trade Agreement Parameters
      4. Make Adjustments to Agreements
      5. Supplementary Items
    14. Request For Quote
      1. Create a Request For Quote Case
      2. Record Request For Quote Replies
      3. Compare Request For Quote Replies
      4. Accept a Request For Quote
    15. Purchase Requisition
      1. Managing Purchase Requisitions
      2. Setting Up Purchase Requisitions
      3. Define User Groups and security Settings for Purchase Requisitions
      4. Purchase Requisition Workflow
    16. Sales Quotation
      1. Sales Quotation Setup
      2. Working with Quotations
      3. Various Functions
    17. Quality Management
      1. Set Up Quality Management Basics
      2. Set Up Automatic Quality Order Generation
      3. Create a Manual Quality Order
      4. Work with a Non Conformance
      5. Non Conformance Corrections
      6. Quality Reports and Certificates
    18. Transfer Orders
      1. Setup of Transfer Orders
      2. Using the Transfer Orders Form
      3. Picking Items For a Transfer Order
      4. Shipping and Receiving a Transfer Order
    19. Commissions
      1. Set Up a Commission
      2. View Commission Transactions
      3. Commission Transactions For Return Items
    20. Inventory Journals
      1. Set Up of Inventory Journals
      2. Profit/Loss and Movement Journals
      3. Transfer Journals
      4. Bill of Material Journals
      5. Counting Journals
      6. Counting Journal Specific Setup
      7. Creating and Processing a Counting Journal
      8. Tag Counting Journals
    21. Inventory Reports
      1. ABC Inventory Classification
      2. Forecasting Reports
    22. Bill of Materials Overview
      1. General Overview
      2. Bill of Material Concepts
      3. BOMs/Routes in Multisite Environment
      4. Features of BOMs in Microsoft Dynamics AX 2009
      5. BOM Levels
      6. BOM Lines
      7. BOM Line Type and its Usage
      8. Bill of Material Form Overview
      9. Item Form
      10. BOM Form
      11. BOM Line Form
      12. BOM Designer Form
      13. Bill of Material Creation Process
    23. Creating Simple BOMs
      1. Create BOMs in the BOM form
      2. Create and Edit BOMs in the BOM Designer
      3. Using the BOM Designer from the BOM Form
      4. Editing BOMs using the BOM Designer
      5. Deleting BOM Component Lines in the BOM Designer
    24. Creating BOMs with Versions
      1. BOM Versions Overview
      2. Version Control Methods
      3. Version Control Using Date and Quantity
      4. Version Control Using Site
      5. Deactivate BOM Versions
      6. BOM/Route Version Assigned to Multiple Items Based on Site
      7. Creating BOMs Using the Item form
      8. Activate Multiple BOM Versions
      9. Activating BOM Versions and Validating Lines
      10. Copy BOM Versions
      11. Copying BOMs
      12. Change BOM Versions
      13. Create BOMs with a Version from the BOM Form
      14. Create BOMs with Versions in the BOM Designer
      15. Overview of the BOM Designer Functionality
      16. Quantity Dependent BOMs
      17. Working with Validity Dates and Sub-BOMs on Component Lines
      18. Validity Dates of BOM Lines
      19. Using Validity Dates
      20. Sub-BOMs on Component Items
    25. Working with BOM and Item Configurations
      1. BOM Configurations
      2. Configuration Groups
      3. Configuration Route
      4. Configuration Rule
      5. Item Configuration
      6. Item Configuration Prerequisites
    26. Working with BOM Calculations
      1. BOM Calculation Structure
      2. Cost Breakdown
      3. Cost Groups, Profit Settings, and Calculation Groups
      4. Cost Groups
      5. Profit Settings
      6. Cost Breakdown Calculation Groups
      7. Setup of Costing Version
      8. Use of Costing Version
      9. Cost Data Maintenance
      10. Item Price Form
      11. BOM Calculation Form
      12. Summary Function
      13. Complete BOM Calculation Form
      14. Cost and Sales Price Calculations
      15. Access Cost and Sales Price Calculation Form
      16. BOM Calculation Form Accessed from the Item Form
      17. BOM Calculation Form Accessed from the Periodic Folder
      18. Explosion Mode and BOM Stop Explosion
      19. Explosion Mode Options
      20. Explosion Mode
    27. Sales Orders and BOMs
      1. Configurable BOMs and Sales Orders
      2. Viewing BOMs on a Sales Order
      3. View BOMs using the Composed of -- Tree Form
      4. Designer Tab
      5. Setup Tab
      6. Changing BOM Components from the Sales Order
      7. Explode a BOM from a Sales Order
      8. Calculate BOMs from a Sales Order
      9. Transfer BOM Calculation Prices and Quantities
      10. Transfer Quantities
    28. Scrap and Measurement
      1. BOM Scrap
      2. Specifying Scrap
      3. Scrap Setting on the BOM
      4. Scrap and Calculation
      5. BOM Measurement
      6. Setting up Measurement Configuration
      7. Rounding-up
      8. Measurement Settings
      9. Measurement Conversion Factors
    29. Report a BOM as Finished
      1. Report a BOM as Finished
      2. Max. Report as Finished Form
      3. Sub-BOMs
      4. Report as Finished Process
      5. Report as Finished from the Periodic Folder
      6. Report as Finished from the Item Form
      7. Report as Finished from the BOM Journal
    30. Reports and Other BOM Functionality
      1. Standard BOM Reports
      2. Lines Report
      3. Where-used Report
      4. Where-used Inquiry from the Item Form
      5. Where-used Inquiry from the BOM Line Form
      6. BOM Calculation Report
      7. Other BOM Functionality
      8. Changing BOMs
      9. Checking BOMs
      10. Sorting BOM Lines