MSD AX

Distribution & Trade

1. Knowledge on Ax 2009 Trade and Logistics.
2. Knowledge On Sales And Logistics.
3. Knowledge of Inventory Management Concepts

Training Type: Classroom
Duration: 10hrs

Topic

Sub Topic

Duration

Distribution and Trade in Microsoft Dynamics AX 2012

  • Overview
  • Over/Under Delivery and Charges
  • Customer and Vendor Agreements
  • Item Arrival Registration
  • Quarantine Management
  • Vendor Returns
  • Sales Quotations
  • Item Reservations
  • Sales Order Picking
  • Customer Returns
  • Commissions
  • Transfer Orders
  • Reports

20 Hours

Module 1: Overview

This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course.

Module 2: Over/Under Delivery and Charges

This module examines how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX 2012. Also, it discusses how to handle charges in Sales and Purchase orders that include how to allocate charges to items and how to include landed costs in an item's total cost.

Module 3: Customer and Vendor Agreements

This module discusses Customer and Vendor 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. It 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.

Module 4: Item Arrival Registration

This module is designed to describe the features in Microsoft Dynamics AX 2012 that support receiving items in a company.

Module 5: Quarantine Management

This module examines how Microsoft Dynamics AX 2012 uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on setup. The item may be in quarantine for a certain period, for example, for quantity control purposes. Quarantine management is part of the Microsoft Dynamics AX Inventory management chapter.

Module 6: Vendor Returns

This module discusses how to return a product to a vendor. You will learn how to handle the returns with and without serial and batch numbers attached.

Module 7: Sales Quotations

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

Module 8: Item Reservations

This module is designed to explain the Reservations functionality in Microsoft Dynamics AX 2012.

Module 9: Sales Order Picking

This module introduces the sales picking process

Module 10: Customer Returns

This module discusses how to accept and handle a product return from a customer. You will learn how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms.

Module 11: Commissions

This module introduces the steps that are required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions.

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