Course Content
Introduction
- 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
Quotations
- Setup a Sales Quotation
- Work with Quotations
- Various Quotation functions
Inventory
- 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
- Commission setup
- Commission posting
- Commission customer group and commission
- Item Group
- Commission sales group
- Commission calculation
- Viewing commission transactions
- Commission transaction for item returns
