See course #803870 AX Trade and Logistics Boot Camp for available dates for this course
This one-day instructor-led course provides students with an introduction to the new features and functionality in the Supply Chain Management and Manufacturing feature areas of Microsoft Dynamics AX 2012.
The purpose of this course is to introduce new features so that participants can learn about the main differences in the software since the last version.
This course does not cover functionality that has not changed since the earlier versions of Microsoft Dynamics AX 2012.
Who Should Attend
This course is intended for experienced systems consultants that are typically working for a Microsoft Dynamics partner that is selling, consulting, implementing, and supporting Microsoft Dynamics AX 2012.
Module 1: Overview
This module provides a general overview of Supply Chain in Microsoft Dynamics AX 2012.
- Supply Chain
- Product Information Management
- Inventory Management
- Warehouse Management
- Quality Management
Module 2: Product Information Management
This module concentrates on how to create and set up a new product. Creating new products is completed through the Product information management module.
- Defining Products
- Modeling Configurable Products
- Inventory Dimension Groups
- Authorizing Product Setup in a Legal Entity
- Finalizing Product Setup in a Legal Entity
- Default Order and Site Settings
- Item Pricing
- Unit of Measure
- Defining Products as Not Stocked
Module 3: Inventory Management Setup
This module concentrates on finalization of product setup. All item-based data that is created in Inventory Management is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.
- Item Groups
- Item Model Groups
- Storage and Tracking Dimension Groups
- Warehouse Management
Module 4: Purchase Orders
Create purchase orders by using the Header and Line views, purchase order types, and purchase parameters. It also discusses many posting techniques and processes that you can apply when you work with purchase orders in Microsoft Dynamics AX 2012. Additionally, inventory posting profiles are discussed. Inventory posting profiles control which ledger accounts are used and when they are used, when you are purchasing and selling inventory.
- Working with Purchase Orders
- Set up Purchasing Parameters
- Create a Purchase Order
- Process a Purchase Order
- Generate Purchase Order Documents
- Change Management
- Purchase Order Tasks
- Purchase Order Inquiries and List Pages
Module 5: 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. Also, it focuses on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX 2012.
- Dimension Group – Tracking Dimensions
- Manual Allocation
- Automatic Allocation
Module 6: Sales Orders
This module focuses on how to create sales orders by using the Header and Line views, sales order types, and sales parameters. It also discusses many posting techniques and processes that you apply when you work with sales orders in Microsoft Dynamics AX 2012. Additionally, inventory posting profiles are discussed.
- Working with Sales Orders
- Sales Order Types
- Set Up Sales Parameters
- Creating a Sales Order
- Ship to Multiple Addresses
- Delivery Schedule
- Enhanced Delivery Date Control
- Available Ship and Receipt Dates
- Order Entry Deadlines
- Direct Delivery
- Generate a Sales Order Confirmation
- Generate a Sales Order Picking List
- Generate a Picking List Registration
- Generate a Sales Order Packing Slip
- Shipping Carrier Interface
Module 7: Quality Management
This module is designed to introduce the Quality management functionality in Microsoft Dynamics AX 2012.
- Set Up Quality Management Basics
- Set Up Automatic Quality Order Generation
- Create a Manual Quality Order
- Work with a Non Conformance
- Quality Reports and Certificates
Module 8: Inventory Journals
In this module, students gain an understanding of Inventory journals in Microsoft Dynamics AX 2012 by reviewing the initial setup and each journal. 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.
- Inventory Journals Setup
- Inventory Adjustment and Movement Journals
- Transfer Journals
- Bill of Material Journals
- Counting Journals
- Counting Journal Setup
- Creating and Processing a Counting Journal
- Tag Counting Journals
- Inventory Blocking
Lab: Create and Release Product Masters
Lab: Create and Apply a Product Template to Multiple Products
Lab: Create an Inventory Model Group and Apply it to a Released Product
Lab: Create Purchase Orders
Lab: Change management
Lab: Set Up an Item with Manual Allocation of Serial Numbers
Lab: Set Up an Automatically Allocated Serialized Item
Lab: Trace Items
Lab: Create a Sales Order
Lab: Setting up Transport Times
Lab: Direct Delivery
Lab: Set Up Quality Management Basics
Lab: Set Up Automatic Quality Order Generation
Lab: Create a Manual Quality Order
Lab: Create a Movement Journal
Lab: Create an Inventory Adjustment Journal
Lab: Create a Transfer Journal
Lab: Create a Bill of Materials Journal
Lab: Create a Counting Journal
What You'll Learn
- Describe the new interface elements in Microsoft Dynamics AX 2012.
- Describe changes to the organization model.
- Use and update the help system.
- Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
- View work items that are based on specific business documents in one location.
- Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
- Set up alert rules to work across all organizational structures.
- Discuss the decoupling of order management processes from inventory.
- Describe the required conversion directions and conditions for non-stocked items.
- Describe the concept of products.
- Describe the variant configuration technology types.
- Describe the concept of product masters and their variants.
- Create and release products to an enterprise.
- Discuss how to finalize a released product.
- Describe sales and purchase agreement work.
- Discuss how to create sales and purchase agreements.
- Define sales and purchase agreements.
- Discuss how to use agreements when you create orders.
- Discuss how to follow up on agreements.
- Describe improvements in trade agreements.
- Describe the changes in intercompany setup.
- View intercompany goods in transit reports
- Describe intercompany planning changes.
- Describe change management for purchase orders.
- Discuss how to set up a delivery schedule on a purchase order.
- Discuss the purpose and usage of purchasing policies.
- Discuss category management, catalogs, and employee purchasing.
- Describe the purchase requisition process from preparation through review, to purchase order generation.
- Describe purchase requisition consolidation.
- Discuss vendor management and the vendor self-service portal.
- Discuss business rules for fixed assets.
- Describe how resource requirements are defined on routes.
- Discuss how to perform resource scheduling and describe the basic resource allocation principles.
- Describe the concept of using a period template to define schedules.
- Describe a new way to model Lean Manufacturing based on production flows.
- View the kanban boards and its controls.
- Describe mixed mode manufacturing.
- Discuss event driven kanbans and the single piece flow.
- Explain subcontracting.
- View the workflow for worker registrations.
- Describe the supervisor options available in manufacturing execution for moving jobs, prioritizing jobs, and correcting jobs.
- Discuss how Touch Enabled Registration works.
- Discuss how to set up and work with Document groups.
- Provide an overview of list pages in time and attendance and manufacturing execution.
- Discuss how to build a product configuration model.
- Describe how to prepare and release a model to sales.
- Discuss how to use a product configuration tool for sales orders.
- Review the features and benefits of the process industries solution.