any location Microsoft 80311 Dynamics AX Training - Dynamics Edge

any location MOC Course 80311 Dynamics AX Training -> Service Industries in Microsoft Dynamics AX 2012

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This two-day instructor-led course provides students with an overview of the Project management functionality in Service Industries in Microsoft Dynamics AX 2012.This course covers the most important functionality in the module, including its setup and processes. It assumes course participants have baseline knowledge of the earlier version.

Who Should Attend

This course is intended for partners and customers with moderate to extensive knowledge of Project Management functionality in Service Industries.

Course Outline

Module 1: Work Breakdown Structure

This module provides an overview of the functionality to add activities to a project in a hierarchical order. You can achieve this by copying activities from a WBS template or from existing projects. The activities can also be directly added to a project.


Module 2: Project Quotations

This module explains how to create the basic set up to create project quotations and define the quotation activities, schedule the activities, assign resources, submit, and approve quotations and convert the quotation to a project.


Module 3: Resource Scheduling

This module explains the resource scheduling functionality in Microsoft Dynamics AX 2012 R2 to use an organization’s resources when they are needed.


Module 4: Project Contracts with Billing Rules

This chapter explains the concept of project contracts and the set up required to use the feature. It explains the concept of billing rules in project contracts.


Module 5: Project Invoicing

This chapter shows how to manage project invoices in Microsoft Dynamics AX 2012. It describes the procedure to reformat invoices and display the details of the transactions in the format required by the customer. The chapter also provides a detailed description of the customer advance feature.


Module 6: Payment Retention

This chapter explains how to use the functionality of Customer payment retention and Vendor payment retention in Microsoft Dynamics AX 2012 R2.


Module 7: Subcontracting Terms

This chapter covers the processes to set up the PWP terms, create and invoice a project purchase order with PWP terms, post the customer invoice, receive customer payments, and release the vendor payment. Additionally, it explains how to inquire on the PWP transactions and print the PWP report.


Module 8: Cost Control

This chapter shows you how to work with indirect costs in Microsoft Dynamics AX 2012 R2. It also describes the set up required for indirect costs and how to assign the costs to a project, project contract and billing rule. It also shows how to generate invoices with indirect costs.



Lab: Create a Work Breakdown Structure Template
Lab: Create the Project Quotation and Generate Quotation Lines from the WBS
Lab: Submit the Project Quotation for Approval and Confirm the Quote
Lab: Configure Resource Competencies for Workers
Lab: Create a Time and Material Billing Rule Associated to a Project Contract
Lab: Reformat and Present Invoice
Lab: Define and Request a Customer Advance
Lab: Create a Retention Term and Post an Hour Journal
Lab: Assign a Vendor Payment Retention Term and Invoice the Purchase Order
Lab: Assign a PWP Term to a Vendor for a Project
Lab: Invoice a Purchase Order with the Pay When Paid Term
Lab: Create an Indirect Cost Components Group

What You'll Learn

After completing this course, students will be able to:

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