Duration: 2 Days
In this instructor-led course, you will gain the necessary tools and resources to perform basic tasks in the trade and inventory flow in Microsoft Dynamics AX 2012.
Certification:
This course helps you prepare for the Microsoft Dynamics AX 2012 Trade and Logistics exam (MB6-870), which is part of Microsoft Solutions Specialist certification for Microsoft Dynamics AX 2012.
What You Will Learn
- Create products and product masters
- Authorize product setup for legal entities
- Define a not stocked product
- Create purchase orders and sales orders
- Generate purchase and sales transactions
- Create and correct packing slip and product receipts
- Assign and manage serial and batch numbers
- Set up quality control
- Use quality orders
- Set up quality management
- Understand non conformances
- Create and process an inventory adjustment and inventory movement journal
- Create and process a transfer journal
- Create and process a bill of materials (BOM) journal
- Use journals to make inventory adjustments
- Use the counting journal to support and adjust physical inventory counts
Audience
- Customers and partners who want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 supply chain functionality
- Sales and purchasing managers, salespeople, purchasers, and other people in organizations responsible for setting up and administering trade and logistics and inventory management functionality
Prerequistes
- General knowledge of Microsoft Windows
- Ability to use Microsoft Dynamics AX 2012 for basic processing
- Basic knowledge of trade and logistics and inventory management concepts
- Introduction to Microsoft Dynamics AX 2012
Course Outline
1. Overview
- Supply Chain
- Product Information Management
- Inventory Management
- Warehouse Management
- Quality Management
2. Product Information Management
- Defining Products
- Modeling Configurable Products
- Inventory Dimension Groups
- Authorizing Product Setup in a Legal Entity
- Finalizing Product Setup in a Legal Entity
- Default Order and Site Settings
- Item Pricing
- Unit of Measure
- Defining Products as Not Stocked
3. Inventory Management Setup
- Item Groups
- Item Model Groups
- Storage and Tracking Dimension Groups
- Warehouse Management
4. Purchase Orders
- Working with Purchase Orders
- Setting up Purchasing Parameters
- Creating a Purchase Order
- Processing a Purchase Order
- Generating Purchase Order Documents
- Change Management
- Purchase Order Tasks
- Purchase Order Inquiries and List Pages
5. Serial and Batch Numbers
- Dimension Group - Tracking Dimensions
- Manual Allocation
- Automatic Allocation
- Tracing
6. Sales Orders
- Working with Sales Orders
- Sales Order Types
- Setting Up Sales Parameters
- Creating a Sales Order
- Shipping to Multiple Addresses
- Delivery Schedule
- Enhanced Delivery Date Control
- Available Ship and Receipt Dates
- Order Entry Deadlines
- Direct Delivery
- Generating a Sales Order Confirmation
- Generating a Sales Order Picking List
- Generating a Picking List Registration
- Generating a Sales Order Packing Slip
- Shipping Carrier Interface
7. Quality Management
- Set Up Quality Management Basics
- Set Up Automatic Quality Order Generation
- Creating a Manual Quality Order
- Working with a Non Conformance
- Quality Reports and Certificates
8. Inventory Journals
- Inventory Journals Setup
- Inventory Adjustment and Movement Journals
- Transfer Journals
- Bill of Material Journals
- Counting Journals
- Counting Journal Setup
- Creating and Processing a Counting Journal
- Tag Counting Journals
- Inventory Blocking
Course Labs
Lab 1: Create and Release Product Masters
Lab 2: Create and Apply a Product Template to Multiple Products
Lab 3: Create an Inventory Model Group and Apply it to a Released Product
Lab 4: Create Purchase Orders
Lab 5: Change Management
Lab 6: Set Up an Item with Manual Allocation of Serial Numbers
Lab 7: Set Up an Automatically Allocated Serialized Item
Lab 8: Trace Items
Lab 9: Create a Sales Order
Lab 10: Set Up Transport Times
Lab 11: Direct Delivery
Lab 12: Set Up Quality Management Basics
Lab 13: Set Up Automatic Quality Order Generation
Lab 14: Create a Manual Quality Order
Lab 15: Create a Movement Journal
Lab 16: Create an Inventory Adjustment Journal
Lab 17: Create a Transfer Journal
Lab 18: Create a Bill of Materials Journal
Lab 19: Create a Counting Journal
