Duration: 2 Days
In this course, you will be introduced to the advanced Trade and Logistics function. This course builds on information provided in Supply Chain Foundation 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
- Allow for over/under delivery of goods
- Assign charges
- Set up and manage quarantine management functionality
- Recognize the pick process
- Register serialized and batch inventory
- Reverse and split a pick
- Edit item dimensions during picking
- Create vendor returns, return actions, and manage customer returns
- Manually reserve inventory
- Set up automatic and explosion inventory reservation
- Query, cancel, or change a reservation
- Set up, activate, and modify customer and vendor trade agreements
- Customer and vendor price/discount groups
- Set up and use Supplementary items
- Work with sales quotations
- Define various sales quotation functions
- Set up transfer orders
- Create a transfer order
- Pick items before transfer between warehouses
- Transfer items between warehouses
- Set up the elements of a commission agreement
- View commission transactions from a financially updated sales order
- ABC Inventory Classification System
- Use the physical inventory by inventory dimension report
- Use reports in forecasting sales and purchase expectations
Audience
- Customers and partners that want to learn more advanced features and functions offered in Microsoft Dynamics AX 2012 Trade and Distribution feature areas
- Sales and purchase managers, salespeople, purchasers, and other users in organizations responsible for setting up and administering trade and logistics, inventory management, and quarantine management functionality
Prerequistes
- General knowledge of Microsoft Windows
- Ability to use Microsoft Dynamics AX 2012 for basic processing
- Knowledge of trade and logistics
- Knowledge of inventory management concepts
Course Outline
1. Overview
2. Over/Under Delivery and Charges
- Over/Under Delivery
- Charges
- Price Charges
- Charges Codes
- Manual Charges
- Automatic Charges
3. Customer and Vendor Agreements
- Activate Trade Agreements
- Set Up Trade Agreements
- Trade Agreements Parameters
- Supplementary Items
- Purchase and Sales Agreements
4. Item Arrival Registration
- Item Registration Setup
- Item Arrival
5. Quarantine Management
- Quarantine Warehouse Setup Parameters
- Quarantine Item Management
- Inventory Transactions on Quarantine Items
6. Vendor Returns
- Creating Vendor Returns
- Creating Vendor Returns for Serialized Items
7. Sales Quotations
- Sales Quotation Setup
- Working with Quotations
- Additional Sales Quotation Features
8. Item Reservations
- Why Perform Reservations and What You Can Reserve?
- Manual Reservations
- Automatic Reservations
- Automatic Reservations and Selection of Batch
- Explosion Reservations
- Viewing Reservations
- Locking Reservations
- Canceling Reservations
- Batching Reservation
- Picking Reserved Items
9. Sales Order Picking
- Enable Sales Order Picking and Setup
- Release Sales Order Picking
- Automatic Registration of a Pick
- Manual Registration of a Pick
- Item Pick Registration of a Serial and Batch Inventory
- Edit, Reverse, and Split a Pick
10. Customer Returns
- Set Up Customer Returns
- Create a Return Order
- Item Arrival and Receipt Registration
- Quarantine Orders
- Replacement Orders
11. Commissions
- Set Up a Commission
- View Commission Transactions
- Commission Transactions for Return Items
12. Transfer Orders
- Set Up of Transfer Orders
- Using the Transfer order Form
- Picking Items For a Transfer Order
- Shipping and Receiving a Transfer Order
13. Reports
- ABC Inventory Classification
- Inventory Reports
- Forecasting Reports
Course Labs
Lab 1: Use Over/Under Delivery with Purchase Orders
Lab 2: Use Under Delivery with Sales
Lab 3: Create a Charges Code
Lab 4: Manual Setup of Charges
Lab 5: Create a Customer Charges Group
Lab 6: Set Up Automatic Charges
Lab 7: Customer Trade Agreement Setup
Lab 8: Set Up Smart Rounding
Lab 9: Using Smart Rounding
Lab 10: Supplementary Items
Lab 11: Sales Agreements
Lab 12: Manage an Item Arrival
Lab 13: Create Quarantine Inventory
Lab 14: Purchase to Quarantine Inventory
Lab 15: Working with Vendor Returns
Lab 16: Complete a Vendor Return Using Returned Order Type
Lab 17: Create a Quotation and Convert it to a Sales Order
Lab 18: Create a Quotation Template
Lab 19: Mass Create Quotations
Lab 20: Manual Reservation
Lab 21: Automatic Reservation
Lab 22: Item Pick Registration of Serialized Inventory
Lab 23: Edit, Reverse, and Split a Pick
Lab 24: Create a Return Order
Lab 25: Process a Return Order
Lab 26: Generate the Packing Slip and Invoice for a Return Order
Lab 27: Commission Calculations
Lab 28: Commission Transactions
Lab 29: Create a Transfer Order
Lab 30: Pick, Ship, and Receive a Transfer Order
Lab 31: Run an ABC Classification Report
Lab 32: Reports
