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This three-day instructor-led course, Distribution and Trade in Microsoft Dynamics AX 2012, introduces advanced Trade & Logistics functionality. This course builds on information provided in the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.
This course is intended for customers and partners that want to learn more advanced features and functions offered in Microsoft Dynamics AX 2012 Trade and Distribution feature areas. The course is targeted toward sales and purchase managers, salespeople, purchasers, and other users in organizations that are responsible for the setup and administration of trade and logistics, inventory management, and quarantine management functionality.
This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course.
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.
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.#### Lessons
This module is designed to describe the features in Microsoft Dynamics AX 2012 that support receiving items in a company.
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.#### Lessons
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.
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.
This module introduces the sales picking process
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.
In this module, students gain an understanding of the Transfer orders form. This is a process-oriented method to deal with transfer orders between warehouses within the same company.
This module introduces how the ABC Inventory classification system is used in Microsoft Dynamics AX 2012. It also discusses how to use Microsoft Dynamics AX 2012 reports to help in forecasting sales and purchase expectations.
Lab : Use Over/Under Delivery with Purchase Orders
Lab : Use Under Delivery with Sales
Lab : Create a Charges Code
Lab : Manual Setup of Charges
Lab : Create a Customer Charges Group
Lab : Set Up Automatic Charges
Lab : Customer Trade Agreement Setup
Lab : Set Up Smart Rounding
Lab : Using Smart Rounding
Lab : Supplementary Items
Lab : Sales Agreements
Lab : Manage an Item Arrival
Lab : Create Quarantine Inventory
Lab : Purchase to Quarantine Inventory
Lab : Working with Vendor Returns
Lab : Complete a Vendor Return Using Returned Order Type
Lab : Create a Quotation and Convert it to a Sales Order
Lab : Create a Quotation Template
Lab : Mass Create Quotations
Lab : Manual Reservation
Lab : Automatic Reservation
Lab : Item Pick Registration of Serialized Inventory
Lab : Edit, Reverse, and Split a Pick
Lab : Create a Return Order
Lab : Process a Return Order
Lab : Generate the Packing Slip and Invoice for a Return Order
Lab : Commission Calculations
Lab : Commission Transactions
Lab : Create a Transfer Order
Lab : Pick, Ship and Receive a Transfer Order
Lab : Run an ABC Classification Report
Lab : Reports
After completing this course, students will be able to:
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