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Microsoft Dynamics AX financial

Course Overview


Xpertised Offers Advanced and Personalized Instructor Led Online Classroom training on Microsoft Dynamics AX financial which gives you the opportunity to interact with a Microsoft Dynamics AX financial instructor and help you enhance yourself to meet the demands of the industry.

Learn from our instructors from the convenience of your home or office. Interact and learn live with trainers and other participants.

Course Content


AX-Financial Series I & II and Fixed Assets
General Ledger Setup

  • Setup currencies and Exchange Rates
  • Create Periods in a new Fiscal Year
  • Create Date Intervals
  • Create a Dimension Value
  • Create a Dimension Focus

Chart of Account Setup

  • Creation of new accounts in COA
  • Setup account Allocation Terms
  • Setup System Accounts
  • Inquiries and Reports related to COA

Journal Setup

  • Setup Journal Names
  • Setup Journal Controls
  • Create Journal Texts
  • Setup Balance Control Accounts
  • Setup General Ledger Parameters

General Ledger Daily Procedures

  • Create General Ledger Journals
  • Enter General Ledger Transactions
  • Create Journal Batch Processing
  • Create Approval Journals
  • Create and Retrieve Periodic Journals
  • General Ledger Transaction Reversal
  • Inquire and Reports on Daily Journal Transactions

Bank Management Setup

  • Setup Bank Transaction Types & Transaction Groups
  • Setup Bank Groups
  • Setup Payment Purpose codes
  • Setup Bank Parameters
  • Create a Bank account
  • Define a Check Layout for a bank account

Accounts Payable Setup

  • Create a Payment schedule
  • Create terms of Payment
  • Create a Payment Day
  • Setup Cash discount
  • Create a Payment Fee
  • Create a Method of Payment
  • Setup Vendor Groups
  • Setup Posting Profile
  • Create a New Vendor

Accounts Payable Daily Procedures

  • Different Invoice Journals
  • Register an invoice Journal
  • Approve an Invoice Register Journal
  • Create an invoice excl. Posting
  • Create an Invoice Journal
  • Create a Payment Proposal
  • Run a Payment Proposal for a marked Settlement
  • Create a Payment Journal
  • Generate a Payment
  • Edit open Transactions
  • Reverse Closed Transaction

Accounts Receivable Setup

  • Create a Payment schedule
  • Create Terms of Payment
  • Create a Payment Day
  • Setup Cash discount
  • Create a Payment Fee
  • Create a Method of Payment
  • Setup Customer groups
  • Setup Posting Profiles
  • Create a New customer

Accounts Receivable Daily Procedures

  • Create a Free text Invoice
  • Editing an Open Free Text Invoice
  • Create a Payment Proposal
  • Mark for Settlement
  • Create a Payment Journal
  • Edit Open Transactions
  • Reverse a settlement
  • Reimburse a customer

Bank Management Daily Procedures

  • Create Checks
  • Delete Checks
  • Create a Bank Deposit Entry
  • Void Checks
  • Create a Check Refund that prints out a check
  • Use Bank Remittances
  • Reconcile Bank Statements

Sales Tax Setup

  • Overview of Sales Tax
  • Create Ledger Posting Groups Create Sales Tax Authorities
  • Create Sales Tax Settlement Periods
  • Create Sales tax codes
  • Create Sales tax codes Intervals
  • Create Sales Tax Groups
  • Create Item sales Tax Groups
  • Create Sales tax Transactions
  • Create Sales Tax Exempt Data
  • Calculate and Post With holding Sales Tax

FINANCIAL STATEMENTS
Cash Flow Management

  • Relationship of cash flow with other Modules
  • Setup cash flow fore casting
  • Define a Cash Flow Forecast Budget Model
  • Create Cash flow Transactions
  • Viewing online data and Print Cash flow Reports

Multicurrency

  • Run Exchange Rate Adjustments in GL
  • Run Exchange Rate Adjustments in AR and AP
  • Setup Currency rounding

Advanced Payments

  • Create and Process a Bridging Account Method of Payment
  • Setup and Process Prepayments
  • Setup and Process Bills of Exchange
  • Setup and apply Ledger accruals

Inter company accounting

  • Review Posting Intercompany Transactions
  • Review setup for Intercompany accounting
  • Post an Intercompany Transaction
  • Trace an intercompany Transaction

Consolidations

  • Setup a Consolidation Company
  • Setup a Subsidiary Company
  • Perform a Consolidation
  • Consolidation According to FASB 52 Regulation
  • Consolidations Inquiry
  • View and Delete Consolidation Transactions

Collection Letters and Interest

  • Setup and Create Collection Letters
  • Process Collection Letters
  • Setup and Create Interest Codes

Dimensions Hierarchy

  • The overall Concepts of Dimension sets, Hierarchies and Rules Creation of Dimension Set
  • Creation of Dimension SubSet
  • Activate Dimension Set Hierarchy
  • Create a Dimension Set Hierarchy
  • Create a dimension Set Rules

Year-End Close

  • Create a New Fiscal Year
  • Control Transactions in a Closing Period
  • Stop or Close a Period
  • Change a Module Status in a period
  • Create a Closing sheet
  • Make Adjustments or Transfers between Accounts
  • Setup Fiscal Year Close Parameters
  • Transfer Opening Balances

Introduction to Fixed assets

  • Fixed Assets Overview
  • Functionality Required for Fixed Asset Accounting
  • Structure and Integration with Other Modules

Setup Procedures

  • System Setup for Fixed Assets
  • Fixed Assets Module Setup
  • Depreciation Methods
  • Depreciation Conventions
  • Depreciation Books Overview
  • Country Specific Features
  • Mass Update Depreciation Conventions for a Depreciation Book

Setup Assets

  • Fixed Asset Form
  • Setting up Assets in the Fixed Assets Module
  • Inquiries in the Fixed Asset Form
  • Bonus Depreciation
  • Lending Assets
  • Assigning Bar Codes to Assets
  • Asset Budgeting

Inquiries and Reports

Customer Reviews


Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.
-Waseem

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.
-Tanmoy

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