Trade & Logistics I in Microsoft Dynamics AX 4.0

General knowledge of Microsoft Windows

The ability to use Microsoft Dynamics AX 4.0 for basic processing

Basic knowledge of trade and logistics

Basic knowledge of inventory management concepts

Logistics and Trade Definition

Inventory Management

Microsoft Dynamics AX 4.0: Physical and Financial Inventory

Understanding the Information Flow in Microsoft Dynamics AX 4.0

Understand the purpose of the Trade & Logistics I in Microsoft Dynamics AX 4.0 training course

Define Trade and Logistics

Have a basic understanding of inventory in Microsoft Dynamics AX 4.0

Purchase Orders – Simple View

Create Purchase Order Lines

Purchase Orders – Advanced View

Purchase Order Types

Sales Orders – Simple View and Advanced View

Sales Order Types

Purchase order and Sales Order Parameters

Multiple Ship to functionality

Enhanced delivery date control

Direct delivery

Create different type of purchase orders.

Create a sales order.

Apply purchase parameters based on an implementation scenario.

Apply sales parameters based on an implementation scenario.

Multiple Ship To and Purchase Orders

Multiple Ship To and Sales Orders

Direct delivery

Multiple Ship To and update sales orders header addresses.

Multiple Ship To and update sales order line addresses.

Set up Transport times between company and customers using different modes of delivery.

Simulate different sales delivery date scenarios.

Create and update an order of the type direct delivery.

Create a new purchase order using the Simple and Advanced views.

Add items to a purchase order.

Understand the purchase order type options.

Create a new sales order using the Simple and Advanced views.

Add items to a sales order.

Understand the sales order type options.

Understand which parameters affect how a purchase order is created and which parameters can affect how the purchase order is printed.

Understand which parameters affect how a sales order is created.

Specify alternative receipt addresses for a purchase order line.

Specify alternative delivery addresses for a sales order header and sales order lines.

Set up the delivery date control system.

Use the Available dates functionality to select the earliest possible delivery date.

Create and update an order the type direct delivery.

Set up a Sales Quotation

Work with Quotations

Various Quotation Functions

Create a quotation

Convert quotation to sales order

Create a template group

Create a quotations template

Mass create quotations

Set up necessary number sequences and tables for using sales quotations.

Set up default values for quotations.

Create, modify, and delete quotations.

Convert a sales quotation to a sales order.

Create quotation templates.

Use various quotation functions.

Item Groups

Inventory Model Groups

Dimension Groups

Inventory Parameters

Creating Items

Units of Measure and setting up unit conversion

Warehouse Management

Setting Purchase, Cost, and Sales Pricing of Items

Identify different posting accounts for item groups.

Set up an Inventory model group and apply it to an item. See effect of parameters on item purchase and sales transactions.

Create inventory dimension group. See effect of parameters on item setup and transactions.

Create new item specifying order quantity parameters and set up item unit conversion.

Set up automatic updating of pricing on an item.

Set up Item Groups.

Set up Inventory Model Groups.

Set up a Dimension group.

Create a Unit of Measure.

Set up a Warehouse.

Create an Item.

Set up default fields needed for creating an Item.

Understand inventory model and negative inventory options.

Understand how model groups integrate with other areas of Microsoft Dynamics AX 4.0.

Understand how the Model Group can determine the physical update of an item.

Understand how Dimension Groups are used to define the physical characteristics of an item.

Understand how items are stored in inventory, as determined by Dimension groups.

Understand purchase, cost and sales pricing of an item.

What is Posting

Post Purchase Orders

Updating Sales Orders

Sales Order Posting Profile

Purchase Order Posting Profile

Post purchase orders using summary updating.

Post a sales orders using summary updating and varying the update parameters.

Test Your Knowledge : Questions about sales and purchase order posting

Understand the basics of posting

Purchase and sales posting techniques and processes

Inventory posting and inventory posting profiles

Posting a purchase order

Posting a sales order

The use of inventory sales order posting

How sales posting profiles integrate with other areas of Microsoft Dynamics AX 40

Setting up an Inventory sales posting profile

Setting up Serial and Batch Numbers as Inventory Dimensions

Manually Allocating Serial and/or Batch Numbers

Automatically Allocating Serial and/or Batch Numbers

Creating Number Groups for Automatic Allocation

Understanding Tracing

Tracing the Receipt and Issue of Serialized Items

Trace Inventory Dimensions

Set up an item to manual serial number allocation and register the items on receipt.

Create a number group and attach the group to an item.

Trace function to find the items so that they can be recalled.

Understand the concept of a serial number and a batch number

Understand the setup of serial and batch numbers as Inventory dimensions

Manually allocate serial and batch numbers

Automatically allocate serial and batch numbers

Understand how to create a number group that will be used to automatically allocate serial and batch numbers

Understand the importance and relevance of tracing through serial and batch numbers

Trace the receipt and issue of serialized items within Microsoft Dynamics AX

Over/Under Delivery Setup

Parameter Setup

Item Setup

Over/Under Delivery Transactions

Miscellaneous Charges

Fixed Charges

Miscellaneous Charges Codes

Setting up Manual Miscellaneous Charges

Setting up Automatic Miscellaneous Charges

Editing Automatic Miscellaneous Charges

Miscellaneous Charges Transactions

Landed Cost Miscellaneous Charges

C Set up an Item for Over/Under Delivery

Use Under Delivery with Sales

Create Price Miscellaneous Charges

Create a Miscellaneous Charges Code

Create a Customer Miscellaneous Charges Group

Set up Miscellaneous Charges Manually to a Sales Order

Set up Miscellaneous Charges Automatically to a Customer

Add Landed Costs to an Invoice Journal

Understand the parameter settings for over/under delivery

Understand the item settings for over/under delivery

Be able to adjust over/under delivery on an item for everyday and exception handling

Know how to close orders that have not been fully received

Understand working with miscellaneous charges that include fixed charges

Be able to set up and define sales and purchase charge codes

Be able to set up miscellaneous charges on order headers and lines

Know how to allocate fixed fee costs to purchase order lines

Be able to set up automatic miscellaneous charges

Be able to define and use automatic miscellaneous charge codes

Know how to assign Landed Cost

Quarantine Management Setup

Quarantine Warehouse Setup

Quarantine Parameters

Quarantine Item Management

Quarantine Processing

Manual Quarantine Orders

Automatic Quarantine Management

Quarantine Order Processing Options

Inventory Transactions on Quarantine Items

Set up a Quarantine Warehouse

Create Quarantine Inventory

Quarantine Managed Items

Set up a warehouse for quarantine usages

Understand the relationship between default and quarantine warehouses

Set up parameters necessary for quarantine management

Understand the quarantine process

Determine the statuses of a quarantined order

Understand the transactions created in the quarantine management process

ABC Inventory Classification

Pareto’s Law

ABC Codes

ABC Classification Job

Inventory Forecasting Reports

Purchase Order Analysis

Deciding Item Coverage

Sales Order Analysis

Make an ABC Forecast

Suggest ABC Classification

Run the ABC Classification Report

Run the Item/Customer Statistics Report

Understand the ABC Inventory Classification System and its use in Microsoft Dynamics AX.