The three-day Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1, course explores the basics of trade and inventory flow in Microsoft Dynamics AX 4.0. This course shows you how to manage sales and purchase transactions, manage inventory that includes quarantine management, post sales and purchase transactions, assign, manage, and trace serial and batch numbers. This course also teaches you how to allow for over/under delivery of both sales and purchases, assign miscellaneous charges, assign ABC Classifications to items, and report on inventory, sales, and purchasing activities. full course details please visit our website http://microsoftdynamics.co.in/ Email US: info@spectoittraining.com https://www.facebook.com/spectoittraining For any further details please contact India +91-9533456356, USA :+1-847-787-7647

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
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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