Course 80024A Trade and Logistics I in Microsoft Dynamics AX 2009 Course Duration: 3 days Course Type: Instructor-Led/Classroom

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1 Course 80024A Trade and Logistics I in Microsoft Dynamics AX 2009 Course Duration: 3 days Course Type: Instructor-Led/Classroom Course Overview This three-day instructor-led course, Trade and Logistics I in Microsoft Dynamics AX 2009, provides students with the necessary tools and resources to perform basic tasks in the trade and inventory flow in Microsoft Dynamics AX Audience Profile This course is intended for partners to learn about features in the Trade and Logistics areas of Microsoft Dynamics AX Please refer to this pilot version of a Persona Tailored Learning Plan ( to see an example of how to collect sections of this course for the instruction of one persona. Course Outline Module 1: Introduction to Trade and Logistics The purpose of this module is to introduce students to the course and its goals. Logistics and Inventory Management Logistics and Inventory Features Information Flow Review the concepts of Logistics and Inventory Management Examine Logistics and Inventory features in Microsoft Dynamics AX 2009 Determine the information flow in Microsoft Dynamics AX 2009 Module 2: Inventory This module concentrates 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 Inventory Management is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects. Item Groups Inventory Model Groups Dimension Groups The Inventory Dimensions Form Item Dimension Combinations Item Setup Default Order Settings Units of Measure Warehouse Management Item Pricing

2 Lab : Locating Inventory Posting Accounts Identify different posting accounts for item groups. Lab : Set Up an Inventory Model Group and Apply It to an Item Set up an Inventory model group and apply it to an item. See effect of parameters on item purchase and sales transactions. Lab : Create an Inventory Dimension Group Create an inventory dimension group and rename an item dimension. Lab : Create a New Item Create new item specifying order quantity parameters and set up item unit conversion. Set up an Item group. Determine posting types associated with item groups and investigate what they are used for. Set up an inventory model group and state the effect of different parameter settings in the groups on items. Set up a Dimension group. Work with the Inventory dimensions form. Create item dimension combinations. Set up Inventory management parameters. Create an item and state the effect of the settings in the Items form, on the item. Set up default order settings, Units of measurement, and Unit conversion. Set up a Warehouse and attach it to an item. Set up Item pricing, automatic updates of item prices, and Costing versions. Module 3: Purchase Orders and Purchase Order Posting Create purchase orders using the Simple and Advanced views, purchase order types, and purchase parameters. This module also discusses a variety of different posting techniques and processes that you can apply when working with purchase orders in Microsoft Dynamics AX Additionally, inventory posting profiles are discussed. Inventory posting profiles control what ledger accounts are used and when they are used when you are purchasing and selling inventory. Working with Purchase Orders Purchase Order Types Set up Accounts Payable Parameters Ship to Multiple Addresses Purchase Order Posting Post a Purchase Order Post a Receipts List Post a Packing Slip Post a Purchase Order Invoice Accounts Payable Invoice Matching Purchase Order Financial Posting Lab : Create Purchase Orders Create different types of Purchase orders Lab : Applying Purchase Parameters Apply purchase parameters based on an implementation scenario. Lab : Ship to Multiple Addresses and Purchase Orders

3 Work with Multiple ship to functionality in purchase orders. Lab : Post a Purchase Order Post purchase orders using summary updating. Create a Purchase order by using the Simple and Advanced views. Determine and apply the different Purchase order types. Set up Accounts payable Purchase order parameters. Specify alternative receipt addresses for a Purchase order line. Identify the different types of Purchase order posting. Perform a Purchase order posting update. Post a Purchase order receipts list, packing slip, and order invoice. Explain how a user can post a Purchase order invoice based on a packing slip. Examine invoice matching of the Purchase order and packing slip information. Set up Purchase order posting profiles. Module 4: Serial and Batch Numbers This module explains how serial numbers and batch numbers are used and how to set up, allocate, and change serial numbers and batch numbers. In addition, the module focuses on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX Dimension Group - Storage Dimensions Manual Allocation Automatic Allocation Tracing Lab : Set Up an Item with Manual Allocation of Serial Numbers Set up an item to manual serial number allocation and register the items on receipt. Lab : Set Up an Automatically Allocated Serialized Item Create a number group and attach the group to an item. Create a purchase order and test the automatic allocation of serial numbers. Lab : Trace Items Use the Trace function to find the items so that they can be recalled Set up an items dimension group to allow for serial and batch number allocation. Allocate serial and batch numbers manually to an item. Set up an item to automatically have batch and serial numbers allocated. Use a transfer order to edit serial and batch numbers. Use the trace inventory dimension function to track an item's inventory dimensions. Module 5: Item Arrival and Registration This module is designed to introduce the features in Microsoft Dynamics AX 2009 that support receiving items in a company. Item Registration Setup Item Arrival using the Arrival Overview Form Lab : Manage an Item Arrival

4 Manage an item arrival by using the Arrival Overview form Set up registration requirements for incoming items. Set up the Arrival overview form and start, register, and update item arrivals. Module 6: Quarantine Management This module examines how Microsoft Dynamics AX 2009 uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on setup. The item may be in quarantine for a certain period, for example, for quantity control purposes. Quarantine management is part of the Microsoft Dynamics AX Inventory management module. Quarantine Warehouse Setup Parameters Quarantine Item Management Inventory Transactions on Quarantine Items Lab : Create Quarantine Inventory Set up an Inventory model group and purchase items to be quarantined. Lab : Purchase to Quarantine Inventory Create Quarantine Inventory Set up a warehouse for quarantine management. Set up an item to be automatically quarantined by setting up the required parameters. Create and process a manual quarantine order. Set up automatic quarantine management. Split, return, and scrap part of the order in the quarantine order process. Identify the inventory transactions associated with the statuses of a quarantine order. Module 7: Vendor Returns This module discusses how to return a product to a vendor. You will be shown how to handle the returns with and without serial and batch numbers attached. Create Vendor Returns Create Vendor Returns for Serialized Items Lab : Working with Vendor Returns Create a vendor return by copying an original purchase order Lab : Complete a Vendor Return Using Returned Order Type Create a vendor return with batch numbers and by using the Returned order type. Create a vendor or customer return using a Negative quantity, the Create credit note feature, and the purchase order type Returned order. Return an item with multiple serial and batch numbers to a vendor. Module 8: Sales Orders and Sales Order Posting This module focuses on how to create sales orders using the Simple and Advanced views, sales order types, and sales parameters. The module also discusses a variety of different posting

5 techniques and processes that you apply when working with sales orders in Microsoft Dynamics AX Additionally, inventory posting profiles are discussed. Inventory posting profiles control what ledger accounts are used and when they are used when you purchase and sell inventory. Working with Sales Orders Sales Order Types Sales Parameters Ship to Multiple Addresses Enhanced Delivery Date Control Available Ship and Receipt Dates Order Entry Deadlines Create a Sales Order in a Multi Time Zone Environment Direct Delivery Sales Order Posting Post a Sales Order Confirmation Post a Sales Order Picking List Post a Picking List Registration Post a Sales Order Packing List Post a Sales Order Invoice Post an Invoice Based on Packing Slips Sales Order Financial Posting Mulitisite Shipping Carrier Interface Lab : Create a Sales Order Create a sales order and post a sales order confirmation. Lab : Apply Sales Parameters Apply sales parameters based on an implementation scenario. Lab : Set up Transport Times Set up Transport times between company and customers using different modes of delivery. Lab : Available Dates and Delivery Dates Simulate different sales delivery date scenarios. Lab : Direct Delivery Create and update an order of the type direct delivery. Lab : Post a Sales Order Post a sales order using summary updating and varying the update parameters. Use the Simple and Advanced views to create a sales order Determine and apply different sales order types Set up Accounts receivable sales order parameters Specify multiple delivery addresses for sales order lines Set up the Delivery date control system Use the Available dates feature to specify and update request dates. Create order entry deadline and order entry deadline groups for sites. Create an order of the type Direct delivery and update the order Review the sales order posting statuses and profiles.

6 Post a sales order confirmation, picking list, and Picking list registration. Post a sales order packing slip, invoice, and invoice based on a packing slip. Set up sales order posting profiles. Review how the multisite feature has affected the create purchase order and direct delivery functionalities. Review the Supply overview form. Explore the shipment carrier interface feature Module 9: Sales Order Picking This module introduces the sales picking process. Item Pick Registration Setup Automatic Registration of a Pick Manual Registration of a Pick Item Pick Registration of Serialized and Batch Inventory Edit, Reverse, and Split a Pick Release Sales Order Picking Lab : Item Picking Registration of Serialized Inventory Use a manual one-step pick to pick and reserve serialized inventory Lab : Edit, Reverse, and Split a Pick Reverse and edit a pick with batch numbers assigned Reverse and split a pick with batch numbers assigned Explain how the Inventory dimension group, the Inventory model group, and the Accounts receivable parameters affect the Item registration setup. Set up and process an automatic and a manual one-step pick registration. Register serial and batch numbers during the picking process. Work with the transaction in the Pick form to edit, reverse, and split picks. Set up the Release sales order picking form and allocate on-hand inventory for sales order picking. Module 10: Customer Returns This module discusses how to accept and handle a product return from a customer. You will be shown how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms. Set up Customer Returns Create a Return Order Item Arrival and Receipt Registration Quarantine Orders Replacement Orders Reports and Statistics Lab : Create a Return Order Create a Return order for a customer in the Return order form. Lab : Process a Return Order Receive a customer return order and note the disposition code.

7 Lab : Post the Packing Slip and Invoice Finalize the return order process by posting the packing slip and the invoice for the Return order. Set up reason codes, disposition codes, and miscellaneous charges for customer returns. Work with disposition actions. Create a Return order and navigate the Return order form. Process the arrival of a Return order. Handle returned items in quarantine inspection. Create a Replacement order. Explore reports and statistics to use for Customer returns. Module 11: Over/Under Delivery and Miscellaneous Charges This module examines how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX In addition, the module discusses 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. Over/Under Delivery Miscellaneous Charges Price Miscellaneous Charges Miscellaneous Charges Codes Manual Miscellaneous Charges Automatic Miscellaneous Charges Landed Cost Miscellaneous Charges Add Miscellaneous Charges to a Purchase Order Invoice Lab : Use Over/Under Delivery with Purchase Orders Set up an Item for Over/Under Delivery and use it with a Purchase order Lab : Use Over/Under Delivery with Sales Under Deliver a Sales order. Lab : Create a Miscellaneous Charges Code Create a Miscellaneous Charges Code for transport charges. Lab : Manual Setup of Miscellaneous Charges Set up and use manual Miscellaneous charges for a Sales order and a Purchase order Lab : Create a Customer Miscellaneous Charges Group Set up a Customer miscellaneous charges group and assign it to a customer. Lab : Set Up Automatic Miscellaneous Charges Set up and use automatic Miscellaneous Charges for a Sales order and a Purchase order Lab : Add Landed Costs to an Invoice Journal Add Landed costs to an Invoice journal for a Purchase order Set up the Accounts receivable and Accounts payable modules to accept over and under delivery. Set up acceptable over and under delivery percentages on an item. Manage over and under deliveries in sales and Purchase order processing.

8 Set up a miscellaneous charges group for customers, vendors, and items Assign miscellaneous group to customers, vendors, items, and orders. Add price miscellaneous charges to an item that are dependent or independent of the item quantity. Set up miscellaneous charges codes. Manually add miscellaneous charges to a Sales and Purchase order. Manually add miscellaneous charges to the Purchase order lines. Set up automatic miscellaneous charges for a specific customer, item, or item group. Modify or delete the automatic miscellaneous charges. Set up and use landed costs. Prerequisites Before attending this course, students must have: General knowledge of Microsoft Windows Completed the Introduction to Microsoft Dynamics AX 2009 course The ability to use Microsoft Dynamics AX 2009 for basic processing Basic knowledge of trade and logistics and inventory management concepts