Dynamics AX Trade & Logistics II Training

Our trainers are qualified Microsoft Dynamics AX functional consultants with significant implementation experience. This results in a rewarding learning experience that gives participants insight into real-life scenarios. Students completing this course should have a good basic understanding of the Inventory, Sales Orders, Purchase Orders.

The Microsoft Dynamics™ AX training sessions are specially conducted for:

• Existing IT resources looking to shift into Microsoft Dynamics™ AX
• IT/AX professionals looking for certification to enhance global career prospect
• IT professionals who are currently working on Microsoft Dynamics™ AX within an organization

Course Title:   80025: Trade and Logistics II in Microsoft Dynamics AX 2009 

Course Duration: 2 days

Course Location: Client Location

Course Code: 80025 

Course Description:

The two-day Microsoft Dynamics AX 2009 Trade & Logistics II, course introduces advanced Trade & Logistics functionality in Microsoft Dynamics AX 2009. 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.

Before attending this course, students must have:

• Completed Microsoft Dynamics AX 2009 Trade & Logistics, Series 1.
• In addition, students should have:
• Knowledge of trade and logistics.
• Knowledge of inventory management concepts.

Prerequisite courses:

• Microsoft Dynamics AX Trade & Logisics I

 Relevant Certifications:

• Microsoft Certified Business Management Solutions Specialist: For Dynamics AX
• Microsoft Certified Business Management Solutions Professional: For Dynamics AX

Course Outline

Item Reservations

This module is designed to introduce the Reservations functionality in Microsoft Dynamics AX 2009.

Lessons

• 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

After completing this module, students will be able to:

• Understand the three methods of reservations.
• Set up reservations.
• Manually reserve inventory.
• View or query a reservation.
• Cancel or change a reservation.
• Setup automatic and explosion reservations.

Customer and Vendor Trade Agreements

This module 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 module 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.

Lessons

• Set Up Trade Agreements
• Activate Trade Agreements
• Trade Agreement Parameters
• Make Adjustments to Agreements
• Supplementary Items

After completing this module, students will be able to:

• Explain the steps required to set up and activate customer and vendor trade agreements.
• Discuss the Price/Discount Groups and the four types of Vendor and Customer trade agreements that are available in Microsoft Dynamics AX 2009.
• Explain how to set up and use trade agreement parameters.
• Create, copy, or modify trade agreements by using Trade agreement journals.
• Set up and use Supplementary Items.

Request For Quote

This module is designed to introduce the Request For Quote functionality in Microsoft Dynamics AX 2009.

Lessons

• Create a Request For Quote Case
• Record Request For Quote Replies
• Compare Request For Quote Replies
• Accept a Request For Quote

After completing this module, students will be able to:

• Create a Request For Quote case.
• Record Request For Quote replies.
• Compare Request For Quote replies.
• Accept a Request For Quote.

Purchase Requisition

This module is designed to introduce the Purchase requisition functionality in Microsoft Dynamics AX 2009.

Lessons

• Managing Purchase Requisitions
• Setting Up Purchase Requisitions
• Define User Groups and security Settings for Purchase Requisitions
• Purchase Requisition Workflow

After completing this module, students will be able to:

• Create, complete, approve and follow up on a purchase requisition.
• View purchase order and purchase order journal information for purchase requisition.
• Delete purchase requisitions.
• Set up purchase requisitions.
• Define user groups and security settings for purchase requisitions.
• Create and set up purchase requisition workflow configuration.

Sales Quotation

This module 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.

Lessons

• Sales Quotation Setup
• Working with Quotations
• Various Functions

After completing this module, students will be able to:

• Set up sales quotations.
• Work with sales quotations.
• Understand and use various functions. 

Quality Management

This module is designed to introduce the Quality management functionality in Microsoft Dynamics AX 2009.

Lessons

• 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

After completing this module, students will be able to:

• 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.

Transfer Orders

In this module, 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.

Lessons

• Setup of Transfer Orders
• Using the Transfer Orders Form
• Picking Items For a Transfer Order
• Shipping and Receiving a Transfer Order

After completing this module, students will be able to:

• Understand the use of a Transit warehouse with regard to transfer orders.
• Set up transport time and the delivery date control system for transfer orders.
• Create a transfer order manually.
• Pick a transfer order using the Release transfer order picking form.
• Ship and receive a transfer order.

Commissions

This module 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.

Lessons

• Set Up a Commission
• View Commission Transactions
• Commission Transactions For Return Items

After completing this module, students will be able to:

• Set up sales commissions for a sales team based on a percentage of revenue or contribution margin.
• Understand and view the commission transactions created from invoice-updating a Sales order.
• Understand and view the resulting commission transactions created from a Returned Item.

Inventory Journals

In this module, 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.

Lessons

• 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

After completing this module, students will be able to:

• Understand how the Movement and Profit/Loss Inventory journals are used to make inventory adjustments.
• Post an inventory write-off from a Profit/Loss inventory journal.
• Understand how to create and post a Bill of Material journal.
• Understand how Warehouse items and Counting groups are used to count a group of Items.
• Use the Counting journal to post physical inventory count adjustments.
• Understand how Microsoft Dynamics AX 2009 facilitates the Tag counting method of counting physical inventory.

Inventory Reports

This module introduces how the ABC Inventory Classification System is used in Microsoft Dynamics AX 2009. It also discusses how to use Microsoft Dynamics AX 2009 reports to help in forecasting sales and purchase expectations.

Lessons

• ABC Inventory Classification
• Forecasting Reports

After completing this module, students will be able to:

• Understand the ABC Inventory Classification System and its use in Microsoft Dynamics AX 2009.
• Understand the use of Microsoft Dynamics AX 2009 reports in forecasting sales and purchase expectations