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Microsoft Dynamics ax 4.0 Trade and Logistics
online training
SPECTO IT TRAINING
Trade & LogisticsIin MicrosoftDynamicsAX4.0
8625: Trade & LogisticsIin MicrosoftDynamicsAX4.0
Introduction
The three-dayMicrosoftDynamicsAX4.0 Trade & Logistics,Series1,course exploresthe basicsof trade
and inventoryflow
inMicrosoft DynamicsAX4.0. This course showsyouhow to manage salesandpurchase transactions,
manage inventory
that includesquarantinemanagement,postsalesandpurchase transactions,assign,manage,andtrace
serial andbatch
numbers.Thiscourse alsoteachesyouhow to allow forover/underdeliveryof bothsalesand
purchases,assign
miscellaneouscharges,assignABCClassificationstoitems,andreportoninventory,sales,and
purchasingactivities.
Audience
Customerswishingtolearnthe basicfeaturesandto developaworkingknowledge of the typical day-to-
day procedures
requiredtoeffectivelyuse MicrosoftDynamicsAX4.0Trade & Logisticsfunctionality.
The class istargetedtowardsalesandpurchase managers,salespeople,andpurchasers,andother
people inorganizations
responsible forthe setupandadministrationof trade andlogistics,andinventorymanagement
functionality.
At Course Completion
Aftercompletingthiscourse,studentswill be able to:
• Create Purchase andSalesorders
• Create andmanage inventoryandinventorydimensions
• PostPurchase andSalestransactions
• Assignandmanage serial andbatch numbers
Microsoft Dynamics ax 4.0 Trade and Logistics
online training
SPECTO IT TRAINING
• Allowforover/underdeliveryof goods
• Assignmiscellaneouscharges
• Setup andmanage quarantine managementfunctionality
• AssignABCClassificationstoitems
• Reportoninventory,sales,andpurchasingactivities
Prerequisites
Before attendingthiscourse,studentsmusthave:
• General knowledge of MicrosoftWindows
• The abilitytouse MicrosoftDynamicsAX4.0 for basicprocessing
In addition,itisrecommended,butnotrequired,thatstudentshave completed:
• Basicknowledge of trade andlogistics
• Basicknowledge of inventorymanagementconcepts
MicrosoftCertifiedProfessional Exams
No MicrosoftCertifiedProfessional examsare associatedwiththiscourse currently.
Course Materials
The studentkitincludesacomprehensive workbookandothernecessarymaterialsforthisclass.
Course Outline
Chapter1: Introduction
The purpose of thischapter isto introduce studentsto the course andits goals.
Lessons
• LogisticsandTrade Definition
• InventoryManagement
• MicrosoftDynamicsAX4.0: Physical andFinancial Inventory
• Understandingthe InformationFlow inMicrosoftDynamicsAX4.0
Aftercompletingthismodule,studentswillbe able to:
Microsoft Dynamics ax 4.0 Trade and Logistics
online training
SPECTO IT TRAINING
• Understandthe purpose of the Trade & LogisticsIinMicrosoft DynamicsAX4.0 trainingcourse
• Define Trade andLogistics
• Have a basic understandingof inventoryinMicrosoftDynamicsAX4.0
Chapter2: WorkingwithPurchase andSalesOrders
Thischapter focusesonhowto create purchase and salesorders,usingthe SimpleandAdvancedviews
of purchase and
salesorders,purchase andsalesordertypes,andpurchase andsalesparameters.
Lessons
• Purchase Orders – Simple View
• Create Purchase OrderLines
• Purchase Orders – AdvancedView
• Purchase OrderTypes
• SalesOrders – Simple ViewandAdvancedView
• SalesOrderTypes
• Purchase orderandSalesOrderParameters
• Multiple Shiptofunctionality
• Enhanceddeliverydate control
• Directdelivery
Lab 2-1: WorkingwithPurchase Orders
• Create differenttype of purchase orders.
Lab 2-2: Create SalesOrders
• Create a salesorders.
Lab 2-3: ApplyingPurchase Parameters
• Applypurchase parametersbasedonanimplementationscenario.
Lab 2-4: ApplyingSalesParameters
Microsoft Dynamics ax 4.0 Trade and Logistics
online training
SPECTO IT TRAINING
• Applyingsalesparametersbasedonanimplementationscenario.
Lab 2-5: Multiple Shipto
• Multiple ShipToandPurchase Orders
• Multiple ShipToandSalesOrders
Lab 2-6: SettingupTransportTimes
• SettingupTransporttimesbetweencompanyandcustomersusingdifferentmodesof delivery.
Lab 2-7: AvailableDatesandDeliveryDates
• Simulate differentsalesdeliverydate scenarios.
Lab 2-8: DirectDelivery
• Create andupdate an orderof the type directdelivery.
Aftercompletingthismodule,studentswillbe able to:
• Create a newpurchase orderusingthe Simple andAdvancedviews.
• Additemstoa purchase order.
• Understandthe purchase ordertype options.
• Create a newsalesorderusingthe Simple andAdvancedviews.
• Additemstoa salesorder.
• Understandthe salesordertype options.
• Understandwhichparametersaffecthow apurchase orderiscreatedand whichparameterscanaffect
howthe purchase
orderis printed.
• Understandwhichparametersaffect how asalesorderiscreated.
• Specifyalternativereceiptaddressesforapurchase orderline.
• Specifyalternativedeliveryaddressesforasalesorderheaderandsalesorderlines.
• Setup the deliverydate control system.
• Use the Availabledatesfunctionalitytoselectthe earliestpossible deliverydate.
Microsoft Dynamics ax 4.0 Trade and Logistics
online training
SPECTO IT TRAINING
• Create andupdate an orderthe type directdelivery.
Chapter3: Quotations
Thischapter explainshowtosetup,maintain,andprocessquotations.The trade andlogistics
functionalityallowsforsales
personnel toissue quotations,trackthe progressof quotations,andfollow-uponwonorlost
quotations.Variousquotation
functionsare alsoexplained.
Lessons
• Setup a SalesQuotation
• Work withQuotations
• VariousQuotationFunctions
Lab 3-1: Create a quotationandConverttoa Salesorder
• Create a quotation
• Convertquotationtosalesorder
Lab 3-2: Create QuotationTemplate
• Create a template group
• Create a quotationstemplate
Lab 3-3: Mass Create Quotations
• Mass create quotations
Aftercompletingthismodule,studentswillbe able to:
• Setup necessarynumbersequencesandtablesforusingsalesquotations.
• Setup defaultvaluesforquotations.
• Create,modify,anddelete quotations.
• Converta salesquotationtoasalesorder.
• Create quotationtemplates.
Microsoft Dynamics ax 4.0 Trade and Logistics
online training
SPECTO IT TRAINING
• Use variousquotationfunctions.
Chapter4: Inventory
In thischapterwe concentrate onhow to create and setup new items.Creatingnew itemsiscompleted
throughthe Inventory
Managementmodule.All item-baseddatathatis createdinthismodule isusedbythe company
accounts forpurchases,
sales,warehouse management,inventoryjournals,production,andprojects.
Lessons
• ItemGroups
• InventoryModel Groups
• DimensionGroups
• InventoryParameters
• CreatingItems
• Unitsof Measure andsettingupunitconversion
• Warehouse Management
• SettingPurchase,Cost,andSalesPricingof Items
Lab 4-1: LocatingInventoryPostingAccounts
• Identifydifferentpostingaccountsforitemgroups.
full course detailsplease visitour website http://microsoftdynamics.co.in/
Email US: info@spectoittraining.com
https://www.facebook.com/spectoittraining
contact India +91-9533456356, USA :+1-847-787-7647

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Microsoft dynamics ax 4.0 trade and logistics online training

  • 1. Microsoft Dynamics ax 4.0 Trade and Logistics online training SPECTO IT TRAINING Trade & LogisticsIin MicrosoftDynamicsAX4.0 8625: Trade & LogisticsIin MicrosoftDynamicsAX4.0 Introduction The three-dayMicrosoftDynamicsAX4.0 Trade & Logistics,Series1,course exploresthe basicsof trade and inventoryflow inMicrosoft DynamicsAX4.0. This course showsyouhow to manage salesandpurchase transactions, manage inventory that includesquarantinemanagement,postsalesandpurchase transactions,assign,manage,andtrace serial andbatch numbers.Thiscourse alsoteachesyouhow to allow forover/underdeliveryof bothsalesand purchases,assign miscellaneouscharges,assignABCClassificationstoitems,andreportoninventory,sales,and purchasingactivities. Audience Customerswishingtolearnthe basicfeaturesandto developaworkingknowledge of the typical day-to- day procedures requiredtoeffectivelyuse MicrosoftDynamicsAX4.0Trade & Logisticsfunctionality. The class istargetedtowardsalesandpurchase managers,salespeople,andpurchasers,andother people inorganizations responsible forthe setupandadministrationof trade andlogistics,andinventorymanagement functionality. At Course Completion Aftercompletingthiscourse,studentswill be able to: • Create Purchase andSalesorders • Create andmanage inventoryandinventorydimensions • PostPurchase andSalestransactions • Assignandmanage serial andbatch numbers
  • 2. Microsoft Dynamics ax 4.0 Trade and Logistics online training SPECTO IT TRAINING • Allowforover/underdeliveryof goods • Assignmiscellaneouscharges • Setup andmanage quarantine managementfunctionality • AssignABCClassificationstoitems • Reportoninventory,sales,andpurchasingactivities Prerequisites Before attendingthiscourse,studentsmusthave: • General knowledge of MicrosoftWindows • The abilitytouse MicrosoftDynamicsAX4.0 for basicprocessing In addition,itisrecommended,butnotrequired,thatstudentshave completed: • Basicknowledge of trade andlogistics • Basicknowledge of inventorymanagementconcepts MicrosoftCertifiedProfessional Exams No MicrosoftCertifiedProfessional examsare associatedwiththiscourse currently. Course Materials The studentkitincludesacomprehensive workbookandothernecessarymaterialsforthisclass. Course Outline Chapter1: Introduction The purpose of thischapter isto introduce studentsto the course andits goals. Lessons • LogisticsandTrade Definition • InventoryManagement • MicrosoftDynamicsAX4.0: Physical andFinancial Inventory • Understandingthe InformationFlow inMicrosoftDynamicsAX4.0 Aftercompletingthismodule,studentswillbe able to:
  • 3. Microsoft Dynamics ax 4.0 Trade and Logistics online training SPECTO IT TRAINING • Understandthe purpose of the Trade & LogisticsIinMicrosoft DynamicsAX4.0 trainingcourse • Define Trade andLogistics • Have a basic understandingof inventoryinMicrosoftDynamicsAX4.0 Chapter2: WorkingwithPurchase andSalesOrders Thischapter focusesonhowto create purchase and salesorders,usingthe SimpleandAdvancedviews of purchase and salesorders,purchase andsalesordertypes,andpurchase andsalesparameters. Lessons • Purchase Orders – Simple View • Create Purchase OrderLines • Purchase Orders – AdvancedView • Purchase OrderTypes • SalesOrders – Simple ViewandAdvancedView • SalesOrderTypes • Purchase orderandSalesOrderParameters • Multiple Shiptofunctionality • Enhanceddeliverydate control • Directdelivery Lab 2-1: WorkingwithPurchase Orders • Create differenttype of purchase orders. Lab 2-2: Create SalesOrders • Create a salesorders. Lab 2-3: ApplyingPurchase Parameters • Applypurchase parametersbasedonanimplementationscenario. Lab 2-4: ApplyingSalesParameters
  • 4. Microsoft Dynamics ax 4.0 Trade and Logistics online training SPECTO IT TRAINING • Applyingsalesparametersbasedonanimplementationscenario. Lab 2-5: Multiple Shipto • Multiple ShipToandPurchase Orders • Multiple ShipToandSalesOrders Lab 2-6: SettingupTransportTimes • SettingupTransporttimesbetweencompanyandcustomersusingdifferentmodesof delivery. Lab 2-7: AvailableDatesandDeliveryDates • Simulate differentsalesdeliverydate scenarios. Lab 2-8: DirectDelivery • Create andupdate an orderof the type directdelivery. Aftercompletingthismodule,studentswillbe able to: • Create a newpurchase orderusingthe Simple andAdvancedviews. • Additemstoa purchase order. • Understandthe purchase ordertype options. • Create a newsalesorderusingthe Simple andAdvancedviews. • Additemstoa salesorder. • Understandthe salesordertype options. • Understandwhichparametersaffecthow apurchase orderiscreatedand whichparameterscanaffect howthe purchase orderis printed. • Understandwhichparametersaffect how asalesorderiscreated. • Specifyalternativereceiptaddressesforapurchase orderline. • Specifyalternativedeliveryaddressesforasalesorderheaderandsalesorderlines. • Setup the deliverydate control system. • Use the Availabledatesfunctionalitytoselectthe earliestpossible deliverydate.
  • 5. Microsoft Dynamics ax 4.0 Trade and Logistics online training SPECTO IT TRAINING • Create andupdate an orderthe type directdelivery. Chapter3: Quotations Thischapter explainshowtosetup,maintain,andprocessquotations.The trade andlogistics functionalityallowsforsales personnel toissue quotations,trackthe progressof quotations,andfollow-uponwonorlost quotations.Variousquotation functionsare alsoexplained. Lessons • Setup a SalesQuotation • Work withQuotations • VariousQuotationFunctions Lab 3-1: Create a quotationandConverttoa Salesorder • Create a quotation • Convertquotationtosalesorder Lab 3-2: Create QuotationTemplate • Create a template group • Create a quotationstemplate Lab 3-3: Mass Create Quotations • Mass create quotations Aftercompletingthismodule,studentswillbe able to: • Setup necessarynumbersequencesandtablesforusingsalesquotations. • Setup defaultvaluesforquotations. • Create,modify,anddelete quotations. • Converta salesquotationtoasalesorder. • Create quotationtemplates.
  • 6. Microsoft Dynamics ax 4.0 Trade and Logistics online training SPECTO IT TRAINING • Use variousquotationfunctions. Chapter4: Inventory In thischapterwe concentrate onhow to create and setup new items.Creatingnew itemsiscompleted throughthe Inventory Managementmodule.All item-baseddatathatis createdinthismodule isusedbythe company accounts forpurchases, sales,warehouse management,inventoryjournals,production,andprojects. Lessons • ItemGroups • InventoryModel Groups • DimensionGroups • InventoryParameters • CreatingItems • Unitsof Measure andsettingupunitconversion • Warehouse Management • SettingPurchase,Cost,andSalesPricingof Items Lab 4-1: LocatingInventoryPostingAccounts • Identifydifferentpostingaccountsforitemgroups. full course detailsplease visitour website http://microsoftdynamics.co.in/ Email US: info@spectoittraining.com https://www.facebook.com/spectoittraining contact India +91-9533456356, USA :+1-847-787-7647