Duration
4 days
Course Outline
Topic 1: Overview
Introduction
Supply Chain
Product Information Management
Inventory Management
Warehouse Management
Quality Management
Topic 2: Product Information Management
Introduction
Defining Products
Modeling Configurable Products
Inventory Dimension Groups
Authorizing Product Setup in Legal Entity
Lab - Creating and Releasing Product Masters
Finalizing Released Products
Lab - Create and Apply a Product Template to Multiple Products
Default Order and Site Settings
Item Pricing
Unit of Measure
Defining Products as Not Stocked
Topic 3: Inventory Management Setup
Introduction
Item Groups
Item Model Groups
Lab - Create an Item Model Group and Apply It to a Released Product
Warehouse Management
Topic 4: Purchase Orders
Introduction
Working with Purchase Orders
Set Up Purchasing Parameters
Create Purchase Orders
Process Purchase Orders
Lab 4.1 - Create Purchase Orders
Change Management
Lab 4.2 - Change Management
Introduction
Dimension Group - Tracking Dimensions
Manual Allocation
Lab - Set Up an Item with Manual Allocation of Serial Numbers
Automatic Allocation
Lab - Set Up an Automatically Allocated Serialized Product
Tracing
Lab - Trace Items
Introduction
Working with Sales Orders
Sales Order Types
Set Up Sales Parameters
Creating a Sales Order
Lab - Create a Sales Order
Ship to Multiple Addresses
Delivery Schedule
Enhanced Delivery Date Control
Lab - Setting up Transport Times
Available Ship and Receipt Dates
Order Entry Deadlines
Direct Delivery
Lab : Direct Delivery
Processing a Sales Order
Generate a Sales Order Confirmation
Generate a Sales Order Picking List
Process a Picking List Registration
Generate a Sales
Introduction
Inventory Journals Setup
Inventory Adjustment and Movement Journals
Lab - Create a Movement Journal
Lab - Create an Inventory Adjustment Journal
Transfer Journals
Lab - Create a Transfer Journal
Bill of Material Journals Lab - Create a Bill of Material Journal
Counting Journals
Counting Journal Setup
Creating and Processing a Counting Journal
Lab - Create a Counting Journal
Tag Counting Journals
Inventory Blocking
Introduction
Distribution and Trade
Introduction
Over/Under Delivery
Lab - Over/Under Delivery with Purchase Orders
Lab - Use Under Delivery with Sales
Charges
Price Charges
Charges Codes
Lab - Create a Charges Code
Manual Charges
Lab - Manual Setup of Charges
Automatic Charges
Lab - Create a Customer Charges Group
Lab - Set Up of Automatic Charges
Introduction
Activate Trade Agreements
Set Up Trade Agreements
Lab - Customer Trade Agreement Setup
Lab - Set Up Smart Rounding
Lab - Using Smart Rounding
Trade Agreement Parameters
Supplementary Items
Lab - Supplementary Items
Purchase and Sales Agreements
Lab - Setting Up and Following Up a Sales Agreement
Distribution and Trade in Microsoft Dynamics® AX 2012
Introduction
Item Registration Setup
Item Arrival
Lab - Manage an Item Arrival
Introduction
Create Vendor Returns
Create Vendor Returns for Serialized Items
Lab - Working with Vendor Returns
Lab - Complete a Vendor Return Using Returned Order Type
Introduction
Sales Quotation Setup
Working with Quotations
Lab - Create a Sales Quotation and Convert it to a Sales Order
Lab - Create a Sales Quotation Template
Lab - Mass Create Sales Quotations
Additional Sales Quotation Features
Introduction
Why Perform Reservations and What Can You Reserve?
Manual Reservations
Lab - Manual Reservations
Automatic Reservations
Lab - Automatic Reservations
Automatic Reservation and Selection of Batch
Explosion Reservation
View Reservations
Lock Reservations
Cancel Reservations
Batch Reservations
Picking Reserved Items
Introduction
Enable Sale Order Picking and Setup
Release Sales Order Picking
Automatic Registration of a Pick
Manual Registration of a Pick
Item Pick Registration of Serialized and Batch Inventory
Lab - Item Picking Registration of Serialized Inventory
Edit, Reverse, and Split a Pick
Lab - Edit, Reverse, and Split a Pick
Introduction
Set Up Customer Returns
Create a Return Order
Lab - Create a Return Order
Item Arrival and Receipt Registration
Lab - Process a Return Order
Lab - Generate the Packing Slip and Invoice for a Return Order
Quarantine Orders
Replacement Orders
Introduction
Set Up a Commission
Lab - Commission Calculations View Commission Transactions
Lab - Commission Transactions
Commission Transactions for Return Items
Introduction
Set Up of Transfer Orders
Using the Transfer Orders Form
Lab - Create a Transfer Order
Picking Items for a Transfer Order
Shipping and Receiving a Transfer Order
Lab - Pick, Ship and Receive a Transfer Order
Introduction
ABC Inventory Classifications
Lab - Run ABC Classification Reports
Inventory Reports
Forecasting Reports
Programme scope, delivery arrangements and suitability are confirmed during enquiry.