Microsoft Dynamics AX 4.0 - Trade & Logistics I (8625)

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Vendor: 
Microsoft
Subject: 
ERP
Overview: 

The two-days 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.

Course Contents: 

Chapter 1: Introduction
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

    Chapter 2: Working with Purchase and Sales Orders
    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

    Chapter 3: Quotations
    Lessons

  • Set up a Sales Quotation
  • Work with Quotations
  • Various Quotation Functions

    Chapter 4: Inventory
    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

    Chapter 5: Sales and Purchase Order Postings
    Lessons

  • What is Posting?
  • Post Purchase Orders
  • Updating Sales Orders
  • Sales Order Posting Profile
  • Purchase Order Posting Profile

    Chapter 6: Serial and Batch Numbers
    Lessons

  • Setting up Serial and Batch Numbers as Inventory Dimensions
  • Manually Allocating Serial and/or Batch Numbers
  • Automatically Allocating Serial and/or Batch Numbers
  • Creating Number Groups for Automatic Allocation
  • Understanding Tracing
  • Tracing the Receipt and Issue of Serialized Items
  • Trace Inventory Dimensions
  • Changing Serial and Batch Numbers
  • Edit Dimensions Form
  • Transfer Journal

    Chapter 7: Over/Under Delivery and Miscellaneous Charges
    Lessons

  • Over/Under Delivery Setup
  • Parameter Setup
  • Item Setup
  • Over/Under Delivery Transactions
  • Miscellaneous Charges
  • Fixed Charges
  • Miscellaneous Charges Codes
  • Setting up Manual Miscellaneous Charges
  • Setting up Automatic Miscellaneous Charges
  • Editing Automatic Miscellaneous Charges
  • Miscellaneous Charges Transactions
  • Landed Cost Miscellaneous Charges

    Chapter 8: Quarantine Management
    Lessons

  • Quarantine Management Setup
  • Quarantine Warehouse Setup
  • Quarantine Parameters
  • Quarantine Item Management
  • Quarantine Processing
  • Manual Quarantine Orders
  • Automatic Quarantine Management
  • Quarantine Order Processing Options
  • Inventory Transactions on Quarantine Items

    Chapter 9: Reporting and Statistics
    Lessons

  • ABC Inventory Classification
  • Pareto's Law
  • ABC Codes
  • ABC Classification Job
  • Inventory Forecasting Reports
  • Purchase Order Analysis
  • Deciding Item Coverage
  • Sales Order Analysis

    For more Information about the course outline
    and contents please CLICK HERE

    • Prerequisites: 

    Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics AX 4.0 for basic processing

    In addition, it is recommended, but not required, that students have completed:

  • Basic knowledge of trade and logistics
  • Basic knowledge of inventory management concepts
    • Benefits: 

    After completing this course, students will be able to:

  • Create Purchase and Sales orders
  • Create and manage inventory and inventory dimensions
  • Post Purchase and Sales transactions
  • Assign and manage serial and batch numbers
  • Allow for over/under delivery of goods
  • Assign miscellaneous charges
  • Set up and manage quarantine management functionality
  • Assign ABC Classifications to items
  • Report on inventory, sales, and purchasing activities
    • Audience: 

    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.

    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.

    Materials Available: 
    Yes
    Duration: 
    16 hours
    For more information on Microsoft Dynamics AX 4.0 - Trade & Logistics I (8625) please feel free to contact us online or call us at 416-513-1535.