On-line training course catalogue

Microsoft Dynamics AX 4.0 Trade & Logistics I

Type of course: Classroom

Course details

Fee	£850
Days	2
Course code	MS8625

We currently do not have public dates scheduled for this course.
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Prerequisites

Before attending this course, students must have general knowledge of Microsoft Windows and 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 and basic knowledge of inventory management concepts.

Course Outline

• Chapter 1: Introduction

The purpose of this chapter is to introduce students to the course and its goals.

• Chapter 2: Working with Purchase and Sales Orders

This chapter focuses on how to create purchase and sales orders, using the Simple and Advanced views of purchase and sales orders, purchase and sales order types, and purchase and sales parameters.

• Chapter 3: Quotations

This chapter explains how to set up, maintain, and process quotations. The trade and logistics functionality allows for sales personnel to issue quotations, track the progress of quotations, and follow-up on won or lost quotations. Various quotation functions are also explained.

• Chapter 4: Inventory

In this chapter we concentrate on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data created in this module is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.

• Chapter 5: Sales and Purchase Order Postings

In this chapter we discuss a variety of different posting techniques and processes that you apply when working with sales and purchase orders in Microsoft Dynamics AX 4.0. Additionally, inventory posting profiles is discussed. Inventory posting profiles control what ledger accounts are used and when they are used when purchasing and selling inventory.

• Chapter 6: Serial and Batch Numbers

In this chapter we discuss how serial numbers and batch numbers are used, and how to set up, allocate, and change serial numbers and batch numbers. In addition, we focus on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX.

• Chapter 7: Over/Under Delivery and Miscellaneous Charges

In this chapter, we discuss how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX. In addition, we discuss how to handle miscellaneous charges in Sales and Purchase orders that include how to allocate charges to items and how to include landed costs in an item’s total cost.

• Chapter 8: Quarantine Management

In this chapter we discuss how Microsoft Dynamics uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on set up. The item may be in quarantine for a certain period, for example, for quantity control purposes. Document management can be used, alongside a Quarantine order, in order to document data for a specific order. Quarantine management is part of the Microsoft Dynamics AX Inventory management module.

• Chapter 9: Reporting and Statistics

In this chapter we introduce how the ABC Inventory Classification System is used in Microsoft Dynamics AX. We also discuss how to use Microsoft Dynamics AX reports to help in forecasting sales and purchase expectations.