Microsoft Dynamics AX 4.0 Trade & Logistics Series II

QA Ltd.
Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' The two-day Microsoft Dynamics AX 4.0 Trade & Logistics, Series 2, course introduces advanced Trade & Logistics functionality in Dynamics AX 4.0, Series 2 builds on information taught in Series 1 that serves as an introduction to Microsoft Dynamics AX 4.0 Trade & Logistics functionality. Series 2 covers Item Registration, Item Reservations and Marking, Item Returns, Customer and Vendor Trade Agreements, Inventory Closing, Inventory Journals, Transfer Orders and Commissions.

This course is for customers wishing to learn more advanced features and functions offered in Microsoft Dynamics AX 4.0 Trade & Logistics. This course is intended to follow Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1.

The class is targeted toward sales and purchase managers, salespeople, purchasers, and others in an organization who are responsible for the setup and administration of trade and logistics, and inventory management functionality.

Prerequisites
Before attending this course, students must have general knowledge of Microsoft Windows, the ability to use Microsoft Dynamics AX 4.0 for basic processing and completed Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1

In addition, it is recommended, but not required, that students have completed Knowledge of trade and logistics and Knowledge of inventory management concepts

Delegates will learn how to
Understand the role of item registration during the pick process
Register serialized and batch inventory
Reverse and split a pick
Edit Item dimensions during picking
Manually reserve inventory
Set up automatic and explosion inventory reservation
Query, cancel, or change a reservation
Use the Marking functionality to link item issues to receipts
Create Vendor returns
Create Return actions
Create Customer credit notes
Set up, activate, and modify Customer and Vendor trade agreements
Understand Customer and Vendor Price/Discount groups
Set up and use Supplementary items
Understand the issues involved in inventory costing
Identify different inventory models and the effects these have on inventory valuation
Close inventory and perform inventory recalculations
Perform manual adjustments to transactions and on hand
Use inventory costing and adjustment reports
Understand the use of journals to make inventory adjustments
Understand how to use the Counting journal to support and adjust physical inventory counts
Use Tag Counting to count physical inventory
Create a transfer order
Use Release Transfer Order Picking to pick inventory for transfer orders
Ship and receive transfer orders
Set up sale commission based on percentage of revenue or contribution margin
Understand and view commission transactions created during Invoice updating a Sales order
Course Outline
Chapter 1: Item Registration
This chapter is designed to introduce item registration during the pick process as a preparation to Reservations and Marking that is discussed in Chapter 2.

Chapter 2: Item Reservations and Marking
This chapter is a follow-up to Item Registration covered in Chapter 1 and is designed to introduce Reservations and Marking functionality in Microsoft Dynamics AX.

Chapter 3: Item Returns
This chapter discusses how to return a product to a vendor and to accept a product return from a customer. In both cases, you will be shown how to handle the returns with and without serial and batch numbers attached.

Chapter 4: Customer and Vendor Trade Agreements
This chapter discusses Customer and Vendor Trade Agreements that are fixed price agreements you enter into with one or more customers or vendors for the sale of individual or multiple items. This chapter 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.

Chapter 5: Inventory Closing
This chapter discusses inventory closing and adjustment which determines how you value your inventory and how adjustments can be made to inventory value. The chapter also examines the inventory closing process itself from pre-closing checks to viewing item settlements. Additionally, the chapter also focuses on making adjustments before and after inventory closing has been performed.

Chapter 6: Inventory Journals
In this chapter, you should gain an understanding of Inventory journals in Microsoft Dynamics AX 4.0 by reviewing the initial setup and each of the journals. 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.

Chapter 7: Transfer Orders
This is a process-oriented way to deal with transfer orders between warehouses within the same company.

Chapter 8: Commissions
This chapter introduces the steps required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions. ...''

Elements of this syllabus are subject to change.

Phone:0844 871 2080

School Address:

TEL: 0844 871 2080
E-mail us: info@qa.com

Jobs & Resumes: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Houses & Roommates: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Travel Agencies: Birmingham, Bristol, Edinburgh, Leeds, London, Manchester,

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