Microsoft AX 2012 Supply Chain Foundation

What’s included?

• Authorized Courseware
• Intensive Hands on Skills Development with an Experienced Subject Matter Expert
• Hands-on practice on real Servers and extended lab support 1.800.482.3172
• Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
• Academy Code of Honor: Test Pass Guarantee
• Optional: Package for Hotel Accommodations, Lunch and Transportation

Curriculum

Course Outline

Module 1: Overview

This module provides a general overview of Supply Chain in Microsoft Dynamics AX 2012.

Lessons

Introduction
Supply Chain
Product Information Management
Inventory Management
Warehouse Management
Quality Management

After completing this module, students will be able to:

Explain the concepts of the supply chain in Microsoft Dynamics AX 2012.
Describe the concept of product information management.
Discuss the concept of inventory management.
Explain the concept of warehouse management.
Describe the concept of 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.

Lessons

Introduction
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
Lab: Create and Release Product Masters
Lab: Create and Apply a Product Template to Multiple Products

After completing this module, students will be able to:

Describe the concept of products.
Describe the concept of product masters and their variants.
Describe the variant configuration technology types.
Discuss inventory dimension groups.
Create and release products to an enterprise.
Discuss how to finalize a released product.
Set up default order settings.
Set up item pricing, automatic updates of item prices, and costing versions.
Set up units of measurement and unit conversion.
Describe how to create a non stocked product.

Module 3: Inventory Management Setup

This module concentrates on the finalization of the 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.

Lessons

Introduction
Item Groups
Item Model Groups
Storage and Tracking Dimension Groups
Warehouse Management
Lab: Create an Inventory Model Group and Apply it to a Released Product

After completing this module, students will be able to:

Set up an item group.
Determine posting types that are associated with item groups and investigate what they are used for.
Set up an inventory model group and state the effect of different parameter settings in the groups on items.
Set up a site and warehouse and attach it to a product.

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.

Lessons

Introduction
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
Lab: Create Purchase Orders
Lab: Change management

After completing this module, students will be able to:

Review the various forms and list pages for working with purchase orders.
Set up purchasing parameters.
Create a purchase order and add lines to it.
Process a purchase order.
Generate a purchase order receipts list and product receipt.
Review the change management process, and set up the system for change management.
Review additional tasks that can be completed for a purchase order.
Review the list of pages and inquiries that are available for purchase orders.

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.

Lessons

Dimension Group – Tracking Dimensions
Manual Allocation
Automatic Allocation
Tracing
Lab: Set Up an Item with Manual Allocation of Serial Numbers
Lab: Set Up an Automatically Allocated Serialized Item
Lab: Trace Items

After completing this module, students will be able to:

Set up a tracking dimension group to allow for serial and batch number allocation.
Allocate serial and batch numbers manually to a product.
Set up a product to automatically have batch and serial numbers allocated.
Use a transfer order to edit serial and batch numbers.
Use the trace inventory dimension function to track a product’s inventory dimensions.

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.

Lessons

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
Lab: Create a Sales Order
Lab: Setting up the Transport Times
Lab: Direct Delivery

After completing this module, students will be able to:

Review the various forms and list pages for working with sales orders.
Determine and apply different sales order types.
Set up account receivable order parameters.
Create a sales order and add lines to it.
Specify multiple delivery addresses for sales order lines.
Discuss how to set up a delivery schedule on a sales order.
Set up the Delivery dates feature to specify and update requested dates.
Use the Available dates feature to specify and update request dates.
Create order entry deadlines and order entry deadline groups for sites.
Create an order of the Direct delivery type and update the order
Review the sales order posting status and profiles.
Discuss how to generate a sales order confirmation.
Discuss how to generate a sales order picking list.
Review the picking list registration process.
Discuss how to generate a packing slip for a sales order.
Explore the Shipment carrier interface feature.

Module 7: Quality Management

This module is designed to introduce Quality management functionality in Microsoft Dynamics AX 2012.

Lessons

Introduction
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
Lab: Set Up Quality Management Basics
Lab: Set Up Automatic Quality Order Generation
Lab: Create a Manual Quality Order

After completing this module, students will be able to:

Describe the setup of the quality management feature’s quality control component.
Set up automatic quality order generation.
Explain how to create and use manual quality orders.
Work with a non-conformance.
Make non-conformance correction.
Review quality reports and certificates of analysis functionality.

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.

Lessons

Introduction
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 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

After completing this module, students will be able to:

Create journal names for inventory journals.
Set up dimension groups and inventory dimensions for journals.
Set up posting for inventory journals
Create and process inventory adjustment and movement inventory journals.
Create and process a transfer journal.
Create and process a bill of material (BOM) journal.
Explain counting journals.
Set up warehouse items and counting groups.
Create and process a counting journal.
Create and process a tag counting journal.
Block an inventoried item.