Axapta 3.0 Trade and Logistics 2

Mondale IT Solutions Ltd
London,Birmingham,Reading,Slough,Manchester,Glasgow,Edinburgh,Bristol,Milton Keynes,Leeds, United Kingdom

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

Course Description:

'' The purpose of this chapter is to introduce students to the course and its goals.

Lessons

• Important Definitions
• Understanding the Information Flow in Axapta


After completing this chapter, students will be able to:

• Understand the purpose of the Trade & Logistics Series 2 training course
• Define Trade and Logistics, Inventory, and Inventory Management


Chapter 1: Item Registration

This chapter entitled Item Registration is designed to introduce item registration during the pick process as a preparation to Reservations and Marking, which is discussed in Chapter 2.

Lessons

• Item Registration Setup
• Automatic Registration of a Pick
• Manual Registration of a Pick
• Item Registration of Serialized Inventory
• Item Registration of Batch Inventory
• Unpick and Edit Picks
• Split Picks


Lab 1: Working with Item Registration Setup

• Setting up the Manual Pick Registration
• Manual Serialized Registration
• Reversing a Pick


After completing this chapter, students will be able to:

• Understand the role of item registration during the pick process
• Register serialized inventory
• Register batch inventory
• Edit item dimensions values during the pick process
• Reverse a pick
• Split a pick


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 Axapta.

Lessons

• Manual Reservations
• Reservation Options
• Reservation Setup
• Reservation Dialog Box
• View Reservations
• Cancel Reservations
• Batch Reservation
• Automatic Reservations
• Automatic Reservations with Bills of Material
• Picking Reserved Items
• Marking and Cost Price Calculation
• Marking Dialog Box
• Using Edit Dimensions for Marking


Lab 1: Reservations & Marking Setup

• Create Item
• The Purchase Order
• The Sales Order
• Dimension Editing


After completing this chapter, students will be able to:

• Understand the three methods of reservations
• Set up reservations
• Manually reserve inventory
• View or query a reservation
• Cancel or change a reservation


Chapter 3: Item Returns

In this chapter you learn how to return a product to a vendor, as well as 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.

Lessons

• Vendor Returns
• Negative Quantity
• Copy Original Purchase Invoice
• Returned Item
• Vendor Returns with Serialized Items
• Customer Returns
• Return Actions
• Damaged Items
• Customer Serialized Returns


Lab 1: Working with Item Returns

• Setting up a Return Action
• Vendor Return using order Type ¡°Returned Item¡±
• Customer Return of a Non-Resalable Serialized item


After completing this chapter, students will be able to:

• Create a Vendor Return Using a Negative Quantity
• Create a Vendor Return Using the Create Credit Note Feature
• Create a Vendor Return Using Purchase Order Type ’Returned Item’
• Return a Serialized Item to a Vendor
• Return an Item with Multiple Serial Numbers to a Vendor
• Create and Understand Return Actions
• Create a Customer Credit Note with resalable inventory
• Create a Customer Credit Note with non-resalable inventory
• Create a Credit Note with a serialized item


Chapter 4: Inter-Company Sales and Purchasing

In this chapter you will learn how the Inter-company feature of Microsoft Axapta handles the internal trade in companies that have more than one subsidiary or that have warehouses in more than one location.

Lessons

• Inter-Company Setup
• User Access Rights
• Organization Common Codes
• Organization Document Setup
• External Codes
• Company Items
• Inter-Company Transactions
• Single Company Transactions
• Multi-Company Transactions


Lab 1: Inter-Company Sales and Purchasing

• Single Company Solution
• Multi-Company Solution


After completing this chapter, students will be able:

• To understand the steps necessary to set up transactions in the Microsoft Axapta Inter-company solution.
• To understand how to create inter-company purchase and sales orders within single and multi-company account environments.


Chapter 5: Customer Trade Agreements and Supplementary Items

In this chapter, you will learn about Customer Trade Agreements, which are fixed price agreements that you enter into with one or more customers for the sale of individual or multiple items. This chapter will also cover Supplementary Items, which are complimentary or supplementary items sold to a customer or customer group, or sold with an item or item group.

Lessons

• Customer Trade Agreement Setup
• Price/Discount Groups
• Activating Customer Trade Agreements
• Trade Agreement Parameters
• Making Adjustments to Agreements
• Supplementary Items Setup
• Using Supplementary Items


Lab 1: Customer Trade Agreement Setup

• Test Your Knowledge
• Trade Agreement Setup, Scenario 1
• Trade Agreement Setup, Scenario 2


Lab 2: Making Adjustments to Agreements

• Test Your Knowledge
• Making Adjustments to Agreements, Scenario 1


Lab 3: Supplementary Items

• Test Your Knowledge
• Supplementary Items, Scenario 1


After completing this chapter, students will:

• Understand the procedure for Customer Trade Agreement Setup and the steps necessary to set up and activate Customer Trade Agreements.
• Understand Price/Discount Groups and the four types of Customer Trade Agreements that are available in Microsoft Axapta.
• Understand how to create, copy, or modify trade agreements through the use of Trade Agreement Journals.
• Understand the setting up and use of Supplementary Items, which are items to be sold or suggested in concert with other items.


Chapter 6: Vendor Trade Agreements

This chapter will introduce Vendor trade agreements. Vendor trade agreements are fixed price agreements that may be entered into with one or more suppliers for the purchase of individual or multiple items.

Lessons

• Vendor Trade Agreement Setup
• Price/Discount Groups
• Activating Vendor Trade Agreements
• Vendor Trade Agreement Parameters
• Inventory Recalculation
• Making Adjustments to Agreements


Test Your Skills

• Lessons Learned


After completing this chapter, students will be able:

• Understand the steps necessary to set up and activate Vendor trade agreements.
• Understand Price/Discount Groups and the four types of Vendor trade agreements that are available in Microsoft Axapta.
• Understand how to create, copy, or modify trade agreements through the use of Trade agreement journals.


Chapter 7: Inventory Journals

In this chapter, you will gain an understanding of Inventory journals in Microsoft Axapta by reviewing the initial setup as well as each of th ...''

Phone:01635 281 888

School Address:

Mondale IT Solutions Ltd
Poplar House
Compton Road
East Ilsley
Newbury
Berkshire
United Kingdom
RG20 7LH

Phone: 01635 281 888
Fax: 01635 281 789
Email: gordon@mondale-its.com


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