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MS Dynamics AX 2009 – Trade & Logistics (Advanced)

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Prerequisites:

1. General Knowledge of Microsoft Windows

2. The Ability to Use Microsoft Dynamics AX 2009 for Basic Processing

3. Basic Knowledge of Trade and Logistics and Inventory Management Concepts

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Training Type: Class Room

Duration: 80 Hours

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Course Outline:

Topic

Sub Topic

Duration

Trade & Logistics I

  • Introduction to Trade and Logistics
  • Inventory
  • Purchase Orders and Purchase Order Posting
  • Serial and Batch Numbers
  • Item Arrival and Registration
  • Quarantine Management
  • Vendor Returns
  • Sales Orders and Sales Order Posting
  • Sales Order Picking
  • Customer Returns
  • Over/Under Delivery and Miscellaneous Charges

20 Hours

Trade & Logistics II

  • Reservations
  • Customer and Vendor Trade Agreements
  • Request For Quote
  • Purchase Requisitions
  • Sales Quotation
  • Quality Management
  • Transfer Orders
  • Commissions
  • Inventory Journals
  • Inventory Reporting and Statistics

20 Hours

Bill of Materials

  • Bill of Materials Overview
  • Creating Simple BOMs
  • Creating BOMs with Versions
  • Working with BOM and Item Configurations
  • Working with BOM Calculations
  • Sales Orders and BOMs
  • Scrap and Measurement
  • Report a BOM as Finished
  • Reports and Other BOM Functionality

20 Hours

Project Managing Implementations with Microsoft Dynamics Sure Step 2010

  • Introduction to the Microsoft Dynamics Sure Step Case Study
  • Project Initiation and Planning in the Diagnostic Phase
  • Project Planning and Execution during the Analysis Phase
  • Project Execution and Monitoring During the Design, Development, and Deployment Phases
  • Project Closure During the Operations Phase

20 Hours

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Course in Detail:

Topic I: Trade & Logistics I

Module 1: Introduction to Trade and Logistics

The purpose of this module is to introduce students to the course and its goals.

Module 2: Inventory

This module concentrates on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data created in Inventory Management is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.

Module 3: Purchase Orders and Purchase Order Posting

Create purchase orders using the Simple and Advanced views, purchase order types, and purchase parameters. This module also discusses a variety of different posting techniques and processes that you can apply when working with purchase orders in Microsoft Dynamics AX 2009. Additionally, inventory posting profiles are discussed. Inventory posting profiles control what ledger accounts are used and when they are used when you are purchasing and selling inventory.

Module 4: Serial and Batch Numbers

This module explains how serial numbers and batch numbers are used and how to set up, allocate, and change serial numbers and batch numbers. In addition, the module focuses on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX 2009.

Module 5: Item Arrival and Registration

This module is designed to introduce the features in Microsoft Dynamics AX 2009 that support receiving items in a company.

Module 6: Quarantine Management

This module examines how Microsoft Dynamics AX 2009 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 module.

Module 7: Vendor Returns

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

Module 8: Sales Orders and Sales Order Posting

This module focuses on how to create sales orders using the Simple and Advanced views, sales order types, and sales parameters. The module also discusses a variety of different posting techniques and processes that you apply when working with sales orders in Microsoft Dynamics AX 2009. Additionally, inventory posting profiles are discussed. Inventory posting profiles control what ledger accounts are used and when they are used when you purchase and sell inventory.

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 be shown how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms.

Module 11: Over/Under Delivery and Miscellaneous Charges

This module examines how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX 2009. In addition, the module discusses how to handle miscellaneous 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.

Topic II: Trade & Logistics II

Module 1: Item Reservations

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

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.

Module 3: Request For Quote

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

Module 4: Purchase Requisition

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

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.

Module 6: Quality Management

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

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.

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.

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.

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.

Topic III: Bill of Materials

Module 1: Bill of Materials Overview

This module provides an overview of the Microsoft Dynamics AX 2009 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process.

Module 2: Creating Simple BOMs

This module explains how to create simple BOMs using the BOM form, and create and edit simple BOMs using the BOM designer.

Module 3: Creating BOMs with Versions

This module explains the concept of version control, and describes how to create BOMs with versions. In addition, it covers activating, copying, and changing BOM versions, and creating quantity-dependent BOMs and using other version-related functionality.

Module 4: Working with BOM and Item Configurations

This module explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.

Module 5: Working with BOM Calculations

This module explains the BOM calculation structure used in Microsoft Dynamics AX 2009, in addition to the use and set up of Cost groups, Profit settings, Calculation groups and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.

Module 6: Sales Orders and BOMs

This module describes creating a sales order with a configurable BOM, viewing, exploding, and calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales order.

Module 7: Scrap and Measurement

This module describes the use and setup of constant and variable scrap and BOM calculations using scrap. The module also covers the use and setup of measurement configurations including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements.

Module 8: Report a BOM as Finished

This module describes the purpose of reporting a BOM as finished, and explores the methods of accessing the report as a finished process within Microsoft Dynamics AX 2009.

Module 9: Reports and Other BOM Functionality

This module describes the standard BOM reports in Microsoft Dynamics AX 2009 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.

Topic IV: Project Managing Implementations with Microsoft Dynamics Sure Step 2010

Session 1: Introduction to the Microsoft Dynamics Sure Step Case Study

This module provides a brief introduction about this two day course, which begins by reviewing and summarizing some of the essential concepts of Microsoft Dynamics Sure Step. This module also introduces the basic premise of the case study. Background information about the fictitious implementation project is provided, as well as the structure and types of exercises in the upcoming modules.

Session 2: Project Initiation and Planning in the Diagnostic Phase

The case study begins with the Diagnostic phase, which typically includes sales related activities. This module examines the Diagnostic activities that support and reinforce the sales activities and prepare for the upcoming project. This involves gathering sufficient information to define the high level project scope and make a confident proposal for the remaining phases of the implementation.

Session 3: Project Planning and Execution during the Analysis Phase

This module examines the activities required to initiate and effectively plan the entire project. In the case study, you will finalize and approve the project charter, execute the project team Kick Off meeting, document the functional requirements, update the Fit Gap analysis, and manage issues and changes.

Session 4: Project Execution and Monitoring during the Design, Development, and Deployment Phases.

This module examines the activities that a Project Manager must execute and monitor when implementing Microsoft Dynamics CRM. By collaborating with the project team (the class), the student will determine what activities and processes are appropriate and to what extent each activity needs to be conducted. During the execution phase of the project, the student will review the following project management activities as they apply to the case study: plan and perform quality assurance and quality control, monitor and close any necessary purchases and acquisitions, ongoing risk and issue management, ongoing time and cost management, project scope management, project communication, and develop the project team.

Session 5: Project Closure during the Operation Phase

This module examines the final activities required to close out the project and transition the solution and knowledge to the customer.

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