Procurement and Sourcing. Microsoft Dynamics AX 2012 R3

Transcription

1 Procurement and Sourcing Microsoft Dynamics AX 2012 R3

2 Table of Contents Course Details 1 Prerequisites 2 Course Outline 3 Agenda 8 Course Details This two-day instructor-led course, Procurement and Sourcing in Microsoft Dynamics AX 2012, provides students with the necessary tools and resources to perform basic tasks in the procurement flow in Microsoft Dynamics AX Audience The intended audience includes customers that want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 procurement and sourcing functionality. The class is intended for purchase managers, purchasers, and other people in organizations responsible for the setup and administration of procurement and sourcing and inventory management functionality. At Course Completion After completing this course, students will be able to: Review the main concepts of Procurement and sourcing in Microsoft Dynamics AX Create and manage products. Describe the setup that is required and optional before creating vendors. Create a new vendor. Review various types of catalogs, including their usages. Set up category hierarchies and work with procurement categories. Work with procurement, vendor, and external catalogs. Manage the request for quotation process. Create, complete, and follow-up on purchase requisitions. Set up purchasing parameters. Create and process purchase orders. Describe the change management process, and set up the system for change management. Create and process vendor returns. Create and process purchase agreements. Use the features of the Vendor Self-service Portal. Manage transactions on the Procurement Order site. Order products using the Employee Services site. Define purchasing policy parameters. Create and configure purchasing policies. Describe the workflows available for procurement and sourcing. Electronic copies of certificates are given out automatically upon completion of a course. If for some reason you don t receive a certificate or have special circumstances (multiple participants, physical certificates, etc.), feel free to contact us at jstraining@junctionsolutions.com. Proprietary and Confidential Page 1 of

3 Course Cancellation Policy Junction Solutions reserves the right to cancel courses up to 7 days prior to class commencement due to low enrollment. In the event of a cancellation, Junction Solutions will contact any enrolled students. Travel and Expense Policy Travel Expenses which will be billed at a later date. If the client would like the trainer to follow a specific travel policy attach it upon execution of the statement of work. Payment All work performed shall be performed on a fixed fee basis. This is in accordance with the after sales service agreement of the original statement of work for the purchase and installation of Microsoft Dynamics AX. Junction Solutions will bill the Client upon execution of the statement of work. Payments must be made before the beginning of the training and additional expenses will be billed after the conclusion of training. Refund Policy: Any cancellations 14 days prior to the scheduled course will be provided a 100% refund. Cancellations 7 days prior to the scheduled course will be provided with a 50% refund. Cancellations within 7 days of course commencement will not be refunded. Prerequisites Participants Before attending this course, students must have: General knowledge of Microsoft Windows. Completed the to Microsoft DynamicsAX 2012 course. The ability to use Microsoft Dynamics AX 2012 for basic processing. Basic knowledge of procurement, trade and logistics, and inventory management concepts. Environment Before the beginning of the first lesson the following materials and equipment will be required: A LCD Projector* Projection screen/surface A white board or Flip chart stand/paper (optional) Each attendee will need a Laptop/PC with the following available: Internet connection A VPN connection to Junction Solution (The connection information will be provided by the trainer upon the first day of training). Junction Solutions Training Academy hosts the training images on a local server in our Denver offices. The VPN connection is required for the participants to connect to the Hyper-V training image. * The instructor can provide a projector if one is not available upon request only. Proprietary and Confidential Page 2 of

4 Course Outline Procurement and Sourcing R3: Syllabus and Agenda Chapter 1: Procurement Overview This chapter provides a general overview of Procurement and sourcing in Microsoft Dynamics AX About Procurement and Sourcing Enterprise Portal Features Integration End-To-End Scenario Chapter 2: Product Information Management This chapter concentrates on how to create and set up a new product. Creating new products is completed through the Product information management chapter. Defining Products Modeling Configurable Products Inventory Dimension Groups Authorizing Product Setup in a Legal Entity Finalizing Product Setup in a Legal Entity Create and release product masters Create and apply a product template to multiple products Chapter 3: Vendors This chapter concentrates on creating vendors and managing vendor information. Set Up for Vendors Create Vendors Vendor Tasks Vendor Reports and Inquiries Create a vendor group Create a vendor Proprietary and Confidential Page 3 of

5 Chapter 4: Catalogs This chapter reviews the process for creating catalogs and category hierarchies. Three types of catalogs are reviewed procurement, vendor, and external catalogs. About Catalogs Category Hierarchies Category Attributes Commodity Codes Procurement Category Management Procurement Catalogs Vendor Catalogs External Catalogs Catalog Comments Category Reports Create new categories Create category attributes Chapter 5: Request for Quotation This chapter explains the request for quotation process. Steps for creating, following-up, and processing a request for quotation reply are reviewed. Additionally, reports and inquiries for request for quotations are reviewed. Set Up Request for Quotations Issue a Request for Quotation Follow-up on Request for Quotations Request for Quotation Replies Transfer Accepted Request for Quotation Replies Request for Quotation Reports and Inquiries Create a request for quotation Proprietary and Confidential Page 4 of

6 Chapter 6: Purchase Requisitions This chapter focuses on how to create and complete purchase requisitions. The chapter also discusses how to convert purchase requisitions to purchase orders. Additionally, demand consolidations are discussed. About Purchase Requisitions Create Purchase Requisitions Complete a Purchase Requisition Follow-up on Purchase Requisitions Convert Purchase Requisitions to Purchase Orders Demand Consolidations Other Purchase Requisition Tasks Purchase Requisition Workflow Create a purchase requisition Chapter 7: Purchase Orders This chapter reviews the process of creating and processing a purchase order. Additionally, the change management process is reviewed. Working with Purchase Orders Set Up Accounts Payable Parameters Create a Purchase Order Process a Purchase Order Change Management Purchase Order Tasks Purchase Order Inquiries and List Pages Create purchase orders Change management Chapter 8: Vendor Returns This chapter discusses how to return a product to a vendor. You will also be shown how to handle the returns with and without serial and batch numbers attached. Create Vendor Returns Create Vendor Returns for Serialized Items Working with Vendor Returns Complete a vendor return using the returned order type Proprietary and Confidential Page 5 of

7 Chapter 9: Purchase Agreements In this chapter, concepts of purchase agreements are discussed. You will be shown how to create purchase agreements and how to use purchase agreements when you create purchase orders. Purchase Agreements Setting Up and Following Up on a Purchase Agreement Chapter 10: Vendor Self-Service Portal This chapter reviews scenarios where your vendors connect to the Vendor Self-service Portal to view transactional information and respond to request for quotations. Vendor Role Center Vendor Profiles Notifications Questionnaires Transactions Vendor Self-Service Portal Security Add a Contact Create and Send Vendor Notifications Chapter 11: Procurement Order Site In this chapter you will create purchase requisitions and view purchase order information using the Procurement Order site. In addition, you will be shown how to use the Employee Services site to search for products and purchase products. Purchase Requisitions Managing Purchase Information Product Receipt Confirmations Order Products on the Employee Services Site Purchase Requisitions Order Products and Check Out Proprietary and Confidential Page 6 of

8 Chapter 12: Purchasing Policies and Signing Limits This chapter reviews the policy framework in Microsoft Dynamics AX You will be shown how to create purchasing policies and signing limits. In addition, steps for configuring each type of policy rule are reviewed. About Policies Purchasing Policy Set Up Create Purchasing Policies Configure Catalog Policy Rules Configure Category Access Policy Rules Configure Category Policy Rules Configure Purchase Requisition RFQ Rules Configure Purchase Requisition Control Rules Configure Purchase Order Creation and Demand Consolidation Rules Expenditure Reviewers Limits Create and Configure a Purchase Requisition RFQ Rule Configure a Default Signing Limit Policy Rule Chapter 13: Workflow This chapter reviews the workflows that are available for procurement and sourcing. You will be shown a demonstration on how to set up a purchase requisition workflow. About Workflow Procurement Catalog Workflows Purchasing Workflows Vendor Workflows Demonstration: Configure a Purchase Requisition Workflow Proprietary and Confidential Page 7 of

9 Agenda 9:00 AM Procurement Overview Day 1 Day 2 Vendor Returns 10:00 AM Product Information Management Purchase Agreements 11:00 AM Vendors Vendor Self-Service Portal 12:00 PM LUNCH LUNCH 1:00 PM Catalogs Procurement Order Site 2:00 PM Request for Quotation 3:00 PM Purchase Requisitions Purchasing Policies and Signing Limits Workflow 4:00 PM Purchase Orders Overflow/Open Forum 5:00 PM SESSION END SESSION END Proprietary and Confidential Page 8 of