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80025A Trade and Logistics II in Microsoft Dynamics AX

2009

About this Course 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.

Audience Profile 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.

Please refer to this pilot version of a Persona Tailored Learning Plan (https://mbs.microsoft.com/partnersource/support/selfsupport/hottopics/PersonaTleaplans) to see an example of how to collect sections of this course for the instruction of one persona.

At Course Completion After completing this course, students will be able to:

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.

Understand Customer and Vendor Price/Discount groups.

Set up and use Supplementary items.

Create and accept request for quote. Record and compare request for quote replies. Create and process a purchase requisition.

Perform the necessary setups for purchase requisitions. Define user groups and set up security rights for a purchase requisition.

Set up the purchase requisition workflow.

Define setup information for sales quotation. Work with sales quotation.

Define various sales quotation functions. Set up quality control. Use quality orders.

Set up quality management.

Understand non conformances.

Create setup for 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.

View the resulting commission transactions created from item returns.

Create and process a Profit/Loss and inventory movement journal.

Create and process a transfer journal.

Create and process a Bill of Materials (BOM) journal.

Understand the use of journals to make inventory adjustments.

Understand how to use the Counting journal to support and adjust physical inventory counts.

Use Tag Counting to count physical inventory.

Understand how the ABC inventory classification system is used in Microsoft Dynamics AX 2009.

Set up manual ABC classification to a single item.

Set up automatic ABC classification for all items.

Use Microsoft Dynamics AX 2009 reports to assist in forecasting sales and purchase expectations.

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.

Course OutlineModule 1: 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

Lab : Manual Reservation

Set up a manual reservation from a sales order line

Lab : Automatic Reservation

Set up an automatic reservation

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.

Module 2: 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

Lab : Vendor Trade Agreement Set Up

Set up a vendor trade agreement

Lab : Customer Trade Agreement Set Up

Create and attach line and multiline discount groups to items, and set up a trade

agreement for a customer

Lab : Making Adjustments to Agreements

Use a Price/discount agreement journal to change trade agreements

Lab : Supplementary Items

Set up a supplementary item and attach it to a supplementary item group

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.

Module 3: 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

Lab : Create a Request For Quote

Create 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.

Module 4: 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

Lab : Create Purchase Requisitions

Create a purchase requisition and approve it, and then view the approved requisition and create a purchase order. Review the purchase order journal

Lab : Create a Purchase Requisition Workflow Configuration

Create a Purchase Requisition Workflow Configuration

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.

Module 5: 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

Lab : Create a Quotation and Convert it to a Sales Order

Prepare a quotation and convert it to an order

Lab : Create a Quotation Template

Create quotation template for items

Lab : Mass Create Quotations

Create mass quotations for a customer group

After completing this module, students will be able to:

Set up sales quotations.

Work with sales quotations.

Understand and use various functions.

Module 6: 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

Lab : Set Up Quality Management Basics

Enable Quality Management functionality in Microsoft Dynamics AX 2009, and set up quality management reports with a corresponding restriction. Create new test areas, and test instruments and then attach them to the corresponding test areas. Create new

tests, test variables, a test group, a quality group, an item quality group and define items for this group. Set up a person responsible for quality.

Lab : Set Up Automatic Quality Order Generation

Create rules needed to generate an automatic quality order, and generate an automatic quality order from a purchase order

Lab : Create a Manual Quality Order

Create a manual quality order with corresponding test results

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.

Module 7: 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

Lab : Create a Transfer Order

Create a transfer order and settings

Lab : Pick, Ship and Receive a Transfer Order

Pick the quantity for transfer order, and set up transfer order for under delivery. Receive items and specify scrap, and then view the transactions for scrapped items

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.

Module 8: 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

Lab : Commission Calculations

Set up a commission agreement

Lab : Commission Transactions

Create a document detailing the commission allocation by salesperson, and view

transaction details

Lab : Return Item Commission Transactions

Create a return order related to the original sales order, and review the transactions

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.

Module 9: 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

Lab : Movement Journal

Create a Movement journal, pick the items and then post the journal

Lab : Profit and Loss Journal

Register an inventory adjustment with a Profit and Loss journal

Lab : Transfer Journal

Register a transfer using the transfer journal

Lab : Bill of Materials Journal

Report an item as finished using a BOM journal

Lab : Counting Journal

Perform a count using a counting journal

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.

Module 10: 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

Lab : Make an ABC ForecastLab : Suggest ABC ClassificationsLab : Reports

Run the ABC Classification Report and the Item/Customer Statistics Report

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.