Microsoft Dynamics AX (Axapta) 2009 Trade and Logistics II (80025A)
The two-day Microsoft Dynamics AX 2009 Trade & Logistics II, course introduces advanced Trade & Logistics functionality in Microsoft Dynamics AX 2009. Series 2 builds on information taught in Series 1 that serves as an introduction to Microsoft Dynamics AX 2009 Trade & Logistics functionality. Series 2 covers Item Reservations, Customer and Vendor Trade Agreements, Request For Quote, Purchase Requisition, Sales Quotation, Quality Management, Transfer Orders, Commissions, Inventory Journals and Inventory Reports.
Module 1: Item Reservations
Lab : Manual Reservation
Lab : Automatic Reservation
Module 2: Customer and Vendor Trade Agreements
Lab : Vendor Trade Agreement Set Up
Lab : Customer Trade Agreement Set Up
Lab : Making Adjustments to Agreements
Lab : Supplementary Items
Module 3: Request For Quote
Lab : Create a Request For Quote
Module 4: Purchase Requisition
Lab : Create Purchase Requisitions
Lab : Create a Purchase Requisition Workflow Configuration
Module 5: Sales Quotation
Lab : Create a Quotation and Convert it to a Sales Order
Lab : Create a Quotation Template
Lab : Mass Create Quotations
Module 6: Quality Management
Lab : Set Up Quality Management Basics
Lab : Set Up Automatic Quality Order Generation
Lab : Create a Manual Quality Order
Module 7: Transfer Orders
Lab : Create a Transfer Order
Lab : Pick, Ship and Receive a Transfer Order
Module 8: Commissions
Lab : Commission Calculations
Lab : Commission Transactions
Lab : Return Item Commission Transactions
Module 9: Inventory Journals
Lab : Movement Journal
Lab : Profit and Loss Journal
Lab : Transfer Journal
Lab : Bill of Materials Journal
Lab : Counting Journal
Module 10: Inventory Reports
Lab : Make an ABC ForecastLab : Suggest ABC ClassificationsLab : Reports
Before attending this course, students must have:
General knowledge of Microsoft Windows.
The ability to use Microsoft Dynamics AX 2009 for basic processing.
Completed Microsoft Dynamics AX 2009 Trade & Logistics, Series 1.
In addition, students should have:
Knowledge of trade and logistics.
Knowledge of inventory management concepts.
After completing this course, students will be able to:
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.
Create and accept request for quote.
Record and compare request for quote replies.
Create and process a purchase requisition.
Perform the necessary setups for purchase requisitions.
Define user groups and set up security rights for a purchase requisition.
Set up the purchase requisition workflow.
Define setup information for sales quotation.
Work with sales quotation.
Define various sales quotation functions.
Set up quality control.
Use quality orders.
Set up quality management.
Understand non conformances.
Create setup for 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.
View the resulting commission transactions created from item returns.
Create and process a Profit/Loss and inventory movement journal.
Create and process a transfer journal.
Create and process a Bill of Materials (BOM) journal.
Understand the use of journals to make inventory adjustments.
Understand how to use the Counting journal to support and adjust physical inventory counts.
Use Tag Counting to count physical inventory.
Understand how the ABC inventory classification system is used in Microsoft Dynamics AX 2009.
Set up manual ABC classification to a single item.
Set up automatic ABC classification for all items.
Use Microsoft Dynamics AX 2009 reports to assist in forecasting sales and purchase expectations.
This course is for customers wishing to learn more advanced features and functions offered in Microsoft Dynamics AX 2009 Trade & Logistics. This course is intended to follow Microsoft Dynamics AX 2009 Trade & Logistics I.
The class is targeted toward sales and purchase managers, salespeople, purchasers, and others in organizations that are responsible for the setup and administration of trade and logistics, and inventory management functionality.
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