Trade and Logistics II. Microsoft Dynamics AX 2012

Transcription

1 Trade and Logistics II Microsoft Dynamics AX 2012

2 Table of Contents Course Details 1 Prerequisites 2 Course Outline 3 Agenda 7 Course Details The two-day Microsoft Dynamics AX 2009 Trade & Logistics II, course introduces advanced Trade & Logistics functionality in Microsoft Dynamics AX 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. Audience 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. At Course Completion Participants become familiar with Item reservations, customer and vendor trade agreements, and request for quote, purchase requisition, sales quotation, quality management, transfer orders, commissions, inventory journals, and inventory reports. 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. 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. 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 Trade and Logistics II: Syllabus & Agenda Chapter 1: Item Reservations This chapter is designed to introduce the Reservations functionality in Microsoft Dynamics AX Why Perform Reservations and What Can You Reserve Manual Reservations Automatic Reservations Automatic Reservations and Selection of Lots Explosion Reservations View Reservations Lock Reservations Cancel Reservations Batch Reservation Picking Reserved items Manual Reservation Automatic Reservation Chapter 2: Customer and Vendor Trade Agreements This chapter discusses Customer and Vendor Trade Agreements that are fixed price agreements that are entered into with one or more customers or vendors for the sale of individual or multiple items. This chapter also covers Supplementary Items that are complimentary or supplementary items sold to a customer or customer group, or sold with an item or item group. Set Up Trade Agreements Activate Trade Agreements Trade Agreement Parameters Make Adjustments to Agreements Supplementary Items Vendor Trade Agreement Set Up Customer Trade Agreement Set Up Making Adjustments to Agreements Supplementary Items Proprietary and Confidential Page 3 of

5 Chapter 3: Request For Quote This chapter is designed to introduce the Request For Quote functionality in Microsoft Dynamics AX Create a Request For Quote Case Record Request For Quote Replies Compare Request For Quote Replies Accept a Request For Quote Create a Request For Quote Chapter 4: Purchase Requisition This chapter is designed to introduce the Purchase requisition functionality in Microsoft Dynamics AX Managing Purchase Requisitions Setting Up Purchase Requisitions Define User Groups and security Settings for Purchase Requisitions Purchase Requisition Workflow Create Purchase Requisitions Create a Purchase Requisition Workflow Configuration Chapter 5: Sales Quotation 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. Sales Quotation Setup Working with Quotations Various Functions Create a Quotation and Convert it to a Sales Order Create a Quotation Template Mass Create Quotations Proprietary and Confidential Page 4 of

6 Chapter 6: Quality Management This chapter is designed to introduce the Quality management functionality in Microsoft Dynamics AX Set Up Quality Management Basics Set Up Automatic Quality Order Generation Create a Manual Quality Order Work with a Non Conformance Non Conformance Corrections Quality Reports and Certificates Set Up Quality Management Basics Set Up Automatic Quality Order Generation Create a Manual Quality Order Chapter 7: Transfer Orders In this chapter, students gain an understanding of the new Transfer orders form. This is a process-oriented way to deal with transfer orders between warehouses within the same company. Setup of Transfer Orders Using the Transfer Orders Form Picking Items For a Transfer Order Shipping and Receiving a Transfer Order Create a Transfer Order Pick, Ship and Receive a Transfer Order Chapter 8: Commissions This chapter introduces the steps required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions. Set Up a Commission View Commission Transactions Commission Transactions For Return Items Commission Calculations Commission Transactions Return Item Commission Transactions Proprietary and Confidential Page 5 of

7 Chapter 9: Inventory Journals In this chapter, students gain an understanding of Inventory journals in Microsoft Dynamics AX 2009 by reviewing the initial setup and each of the journals. Inventory journals are used for posting physical and financial inventory transactions including posting issues and receipts, inventory movements, creating Bills of Material, and reconciliation of physical inventory. Set Up of Inventory Journals Profit/Loss and Movement Journals Transfer Journals Bill of Material Journals Counting Journals Counting Journal Specific Setup Creating and Processing a Counting Journal Tag Counting Journals Movement Journal Profit and Loss Journal Transfer Journal Bill of Materials Journal Counting Journal Chapter 10: Inventory Reports This chapter introduces how the ABC Inventory Classification System is used in Microsoft Dynamics AX It also discusses how to use Microsoft Dynamics AX 2009 reports to help in forecasting sales and purchase expectations. ABC Inventory Classification Forecasting Reports Make an ABC Forecast Suggest ABC Classifications Reports Proprietary and Confidential Page 6 of

8 Agenda Trade and Logistics II: Syllabus & Agenda Day 1 Day 2 9:00 AM Item Reservations Sales Quotations 10:00 AM Customer and Vendor Trade Agreements Quality Management 11:00 AM Transfer Orders 12:00 PM LUNCH LUNCH 1:00 PM Request for Quotation Commissions 2:00 PM Inventory Journals 3:00 PM Purchase Requisitions Inventory Reports 4:00 PM Open Forum/Overflow 5:00 PM SESSION END SESSION END Proprietary and Confidential Page 7 of