Course Overview
This course provides students with the necessary tools and resources to perform basic tasks in the trade and inventory flow in Microsoft Dynamics AX 2012 R3
Course Outline
Module 01: Overview
Module 02: Product Information Management
Module 03: Inventory Management Setup
Module 04: Purchase Orders
Module 05: Serial and Batch Numbers
Module 06: Sales Orders
Module 07: Quality Management
Module 08: Inventory Journals
Course Objectives
Review the concepts of Supply Chain Logistics.
Examine AX 2012 R3 product information features.
Examine Supply chain processes in AX 2012 R3.
Examine Inventory management features in AX 2012 R3.
Examine Warehouse management features in AX 2012 R3.
Examine Quality management features in AX 2012 R3.
Describe the concept of products and product categories.
Set up attribute types, attributes, and attribute groups.
Link attributes to categories.
Set values for attributes on a product.
Describe the concepts of configurable products.
Describe the concepts of configuration technologies.
Discuss how to authorize product setup for legal entities.
Discuss how to finalize a released product.
Discuss how to define a not stocked product.
Set up an Item group.
Determine posting types associated with item groups.
Set up an item model group.
Setup storage and tracking dimension groups.
Set up a Warehouse and attach it to an item.
Set up Inventory management parameters.
Describe inventory policies.
Create a Purchase order by using Simple and Advanced views.
Determine and apply the different Purchase order types.
Set up Accounts payable Purchase order parameters.
Process a Purchase order for a Not-stocked product.
Specify alternative receipt addresses for a Purchase order.
Specify alternative delivery schedule for a Purchase order.
Explain change management on a purchase order.
Identify the different types of Purchase order posting.
Perform a Purchase order posting update.
Post a PO receipts list, packing slip, and order invoice.
Correct, cancel, and compare product receipts.
Set up an items dimension group.
Describe how serial numbers are activated.
Allocate serial and batch numbers manually to an item.
Set up an item to have batch and serial numbers allocated.
Use a transfer order to edit serial and batch numbers.
Perform and analyze an item trace.
Use the Simple and Advanced views to create a sales order.
Determine and apply different sales order types.
Describe the sales order statuses and detailed statuses.
Configure and use full text searching.
Set up Accounts receivable sales order parameters.
Specify multiple delivery addresses for sales order lines.
Set up the Delivery date control system.
Specify alternative delivery schedule for a Sales order line
Process a Sales order for a Not-stocked product.
Set up and place sales orders on hold.
Work with the order holds workbench.
Configure and view order events.
Add notes to an order.
Update the request dates using the Available dates feature.
Create order entry deadline and groups for sites.
View pricing details for a sales order.
Configure and view margin alerts for a sales order.
Create and update an order of the type Direct delivery.
Use the Direct delivery workbench to process an order.
Review the sales order posting statuses and profiles.
Post a sales order confirmation, picking list, registration.
Explore the shipment carrier interface feature.
Set up quality management.
Set up automatic quality order generation.
Create a manual quality order.
Work with a non-conformance.
Make non-conformance corrections.
Run quality reports and certificates.
Understand the Movement and Inventory Adjustment journals.
Post an inventory write-off from a Profit/Loss journal.
Understand how to create and post a Bill of Material journal
Understand how Warehouse items and Counting groups are used.
Use the Counting journal to post inventory count adjustments
Understand how AX 2012 R3 enables the Tag counting method.
Understand the ABC Inventory Classification System.
Understand the Physical inventory dimension report.
Understand forecasting sales and purchase expectations.
Pre-requisites
General knowledge of Microsoft Windows
Completed the Introduction to Microsoft Dynamics AX 2012 course
The ability to use Microsoft Dynamics AX 2012 for basic processing
Basic knowledge of trade and logistics and inventory management concepts