Microsoft Dynamics AX Trade & Logistics

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Course Overview

Xpertised Offers Advanced and Personalized Instructor Led Online Classroom training on Microsoft Dynamics AX Trade & Logistics which gives you the opportunity to interact with a Microsoft Dynamics AX Trade & Logistics 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


  • Logistics and Trade Definition
  • Inventory Management
  • Microsoft Dynamics AX 4.0: Physical and Financial Inventory
  • Understanding the information Flow in Microsoft Dynamics

Working with Purchase and Sales Orders

  • Purchase order - Simple view
  • Create Purchase Order lines
  • Purchase Orders - Advanced view
  • Purchase Order Types
  • Sale Order Simple and Advanced view
  • Sales Order types
  • Purchase and Sales Parameters
  • Multiple ship to functionality
  • Enhanced delivery date control
  • Direct delivery


  • Setup a Sales Quotation
  • Work with Quotations
  • Various Quotation functions


  • Item Groups
  • Inventory Model Groups
  • Dimension Groups
  • Inventory Parameters
  • Creating Items
  • Units of measure and setting up unit conversion
  • Warehouse Management
  • Setting Purchase, Cost and Sales Pricing of Items

Sales and Purchase Order

  • What is Posting ?
  • Post Purchase Orders
  • Updating sales Order
  • Sales Order Posting Profile
  • Purchase Order Posting Profile

Serial and Batch Numbers

  • Setting up Serial and Batch Numbers as Inventory Dimensions
  • Manually allocating Serial and / or Batch Numbers
  • Automatically allocating Serial and / or Batch Numbers
  • Creating Number groups Automatic allocation
  • Understanding Tracing
  • Tracing the Receipts and Issue Serialized Items
  • Trace inventory dimensions
  • Changing Serial & Batch Numbers
  • Edit Dimension Forms
  • Transfer Journal
  • Over/ Under Delivery and Miscellaneous Charges
  • Over/Under delivery Setup
  • Parameter Setup
  • Item Setup

Over/Under delivery Transactions

  • Miscellaneous Charges
  • Fixed Charges
  • Miscellaneous Charges Codes
  • Setting Up Manual Miscellaneous Charges
  • Setting Up Automatically Miscellaneous Charges
  • Editing Automatic Miscellaneous Charges
  • Miscellaneous charges Transactions
  • Landed Cost Miscellaneous Charges

Quarantine Management

  • Quarantine Management Setup
  • Quarantine Warehouse Setup
  • Quarantine Parameters
  • Quarantine Item Management
  • Quarantine Processing
  • Manual Quarantine Orders
  • Automatic Quarantine Management
  • Quarantine Order Processing Options
  • Inventory Transactions on Quarantine Items

Reporting and Statistics

  • ABC Inventory Classification
  • Pareto’s Law
  • ABC Codes
  • ABC Classification Job
  • Purchase Order Analysis
  • Deciding Item Coverage
  • Sales Order Analysis

Trade & Logistic II in Microsoft Dynamics AX 4.0
Item Registration

  • Item Registration Setup
  • Automatic and Manual Registration of a Pick
  • Item registration of serialized and batch inventory
  • Editing, Reversing and split picks
  • Release Sales order picking

Reservations and Marking

  • Reservation, Dimensions and Transactions
  • Reservation parameters
  • Manual Reservations
  • Automatic Reservations
  • Explosion Reservations
  • View Reservations
  • Lock Reservations
  • Cancel Reservations
  • Batch Reservations
  • Picking Reserved Items
  • Marking

Item Returns

  • Vendor Returns
  • Vendor Returns with serialized Items
  • Customer Returns
  • Customer serialized Returns
  • Customer and Vendor Trade Agreements
  • Setup Trade Agreements
  • Activate Trade Agreements
  • Trade Agreement Parameters
  • Make adjustments to Agreements
  • Supplementary Items

Inventory Closing

  • The fundamental Costing issue
  • Standard Cost Price
  • Estimated Inventory values before closing
  • Packing slip updates and inventory value
  • Inventory models used for closing
  • The dimension group parameter financial
  • Inventory and inventory closing
  • Pre- closing actions
  • Closing Inventory
  • Inventory recalculation
  • Manual inventory adjustments
  • Inventory costing and adjusting reports

Inventory Journal

  • Inventory Journal general setup
  • Journal Names
  • Dimensions and more
  • Posting
  • Profit/Loss and movement Journal
  • Transfer Journal
  • Bills of Material Journal
  • Counting Journals Setup
  • Warehouse Items
  • Counting groups
  • Creating and processing a counting journal
  • Tag counting Journal

Transfer Orders

  • Setup for transfer orders
  • Using the Transfer orders form
  • Picking items for a transfer order
  • Shipping and receiving a transfer order


  • Commission setup
  • Commission posting
  • Commission customer group and commission
  • Item Group
  • Commission sales group
  • Commission calculation
  • Viewing commission transactions
  • Commission transaction for item returns

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.

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.


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