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80305 and 80306 and 80339 Supply Chain Management, Distribution and Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated Tweet

Course Objectives

The first part of this course provides students with the necessary tools and resources to perform basic tasks in the trade and inventory flow in Microsoft Dynamics AX 2012.

The second part introduces advanced Trade & Logistics functionality. This part builds on information provided in the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.

Furthermore, the course introduces the features of Bill of Materials functionality in Microsoft Dynamics AX 2012.

The following courses are covered:

80305A: Supply Chain Foundation in Microsoft Dynamics AX 2012

80339A: Bill of Materials in Microsoft Dynamics AX 2012
80306A: Distribution and Trade in Microsoft Dynamics AX 2012
Create products and product masters.
Discuss how to authorize product setup for legal entities.
Discuss how to define a not stocked product.
Create purchase orders and sales orders.
Generate purchase and sales transactions.
Create and correct packing slip and product receipts.
Assign and manage serial and batch numbers
Set up quality control.
Use quality orders.
Set up quality management.
Understand non conformances.
Create and process an inventory adjustment and inventory movement journal.
Create and process a transfer journal.
Create and process a Bill of Materials (BOM) journal.
Understand how to use journals to make inventory adjustments.
Understand how to use the Counting journal to support and adjust physical inventory counts.
Allow for over/under delivery of goods.
Assign charges.
Set up and manage quarantine management functionality.
Recognize the pick process.
Register serialized and batch inventory.
Reverse and split a pick.
Edit Item dimensions during picking.
Create Vendor returns, Return actions, and Manage Customer returns.
Manually reserve inventory.
Set up automatic and explosion inventory reservation.
Query, cancel, or change a reservation.
Set up, activate, and modify Customer and Vendor trade agreements.
Understand Customer and Vendor Price/Discount groups.
Set up and use Supplementary items.
Work with sales quotations.
Define various sales quotation functions.
Set up transfer orders.
Create a transfer order.
Pick items before transfer between warehouses.
Transfer items between warehouses.
Set up the elements of a commission agreement.
View commission transactions from a financially updated sales order.
Understand the ABC Inventory Classification System.
Understand how to use the Physical inventory by inventory dimension report.
Understand how to use reports in forecasting sales and purchase expectations.
Understand the Bill of Material Creation Process.
Explain the concepts of BOMs in Microsoft Dynamics AX 2012.
Describe the different BOM forms.
Describe the standard BOM creation process.
Create simple BOMs by using the Bills of Materials form.
Create and edit BOMs by using the BOM designer.
Describe the concept and purpose of BOM versions.
Create BOMs from the Released products list page.
Describe how to activate BOM versions.
Describe how to copy and change BOM versions.
Describe how to use the Bills of Materials form to assign and create BOM versions.
Create and edit BOMs by using the BOM designer.
Describe and create a quantity dependent BOM.
Explain validity dates and sub-BOMs on BOM component lines.
Describe the purpose and advantages of BOM and Item configurations.
Describe the purpose, use, and setup of configuration groups, routes, and rules.
Describe, set up, and use Item configurations.
Explain the BOM calculation structure.
Describe and set up Cost groups, Profit settings, and Calculation groups.
Set up and view costing versions – planned cost and BOM calculations with the Summary and Complete functions.
Explain the Calculation for a costing version form.
Run and review cost and sales price calculations.
Explain BOM calculation Explosion mode and Stop Explosion.
Create a sales order by using a configurable BOM.
View the BOM structure from a sales order.
Explode a BOM from a sales order.
Calculate a BOM from a sales order.
Describe and set up scrap parameters:
Constant and variable scrap on the BOM
BOM calculations by using scrap
Explain and set up measurement configurations:
Consumption calculation
Measurement dimensions
Conversion factors
Perform BOM calculations by using measurements.
Explain the purpose of reporting a BOM as finished by using the Max. report as finished form.
Access the Report as Finished process, from the following areas:
Periodic folder
Released products list page
BOM journal
Describe standard Microsoft Dynamics AX 2012 reports:
BOM calculations
Describe other BOM functionality:
Changing and Checking BOMs
Sorting BOM lines

Course Outline

Introduction to Trade and Logistics
Logistics and Inventory Management
Logistics and Inventory Features
Information Flow
Item Groups
Inventory Model Groups
Dimension Groups
The Inventory Dimensions Form
Item Dimension Combinations
Item Setup
Default Order Settings
Units of Measure
Warehouse Management
Item Pricing
Purchase Orders and Purchase Order Posting
Working with Purchase Orders
Purchase Order Types
Set up Accounts Payable Parameters
Ship to Multiple Addresses
Purchase Order Posting
Post a Purchase Order
Post a Receipts List
Post a Packing Slip
Post a Purchase Order Invoice
Accounts Payable Invoice Matching
Purchase Order Financial Posting
Serial and Batch Numbers
Dimension Group — Storage Dimensions
Manual Allocation
Automatic Allocation
Item Arrival and Registration
Item Registration Setup
Item Arrival using the Arrival Overview Form
Quarantine Management
Quarantine Warehouse Setup Parameters
Quarantine Item Management
Inventory Transactions on Quarantine Items
Vendor Returns
Create Vendor Returns
Create Vendor Returns for Serialized Items
Sales Orders and Sales Order Posting
Working with Sales Orders
Sales Order Types
Sales Parameters
Ship to Multiple Addresses
Enhanced Delivery Date Control
Available Ship and Receipt Dates
Order Entry Deadlines
Create a Sales Order in a Multi Time Zone Environment
Direct Delivery
Sales Order Posting
Post a Sales Order Confirmation
Post a Sales Order Picking List
Post a Picking List Registration
Post a Sales Order Packing List
Post a Sales Order Invoice
Post an Invoice Based on Packing Slips
Sales Order Financial Posting
Shipping Carrier Interface
Sales Order Picking
Item Pick Registration Setup
Automatic Registration of a Pick
Manual Registration of a Pick
Item Pick Registration of Serialized and Batch Inventory
Edit, Reverse, and Split a Pick
Release Sales Order Picking
Customer Returns
Set up Customer Returns
Create a Return Order
Item Arrival and Receipt Registration
Quarantine Orders
Replacement Orders
Reports and Statistics
Over/Under Delivery and Miscellaneous Charges
Over/Under Delivery
Miscellaneous Charges
Price Miscellaneous Charges
Miscellaneous Charges Codes
Manual Miscellaneous Charges
Automatic Miscellaneous Charges
Landed Cost Miscellaneous Charges
Add Miscellaneous Charges to a Purchase Order Invoice
Item Reservations
Why Perform Reservations and What Can You Reserve
Manual Reservations
Automatic Reservations
Automatic Reservations and Selection of Lots
Explosion Reservations
View Reservations
Lock Reservations
Cancel Reservations
Batch Reservation
Picking Reserved items
Customer and Vendor Trade Agreements
Set Up Trade Agreements
Activate Trade Agreements
Trade Agreement Parameters
Make Adjustments to Agreements
Supplementary Items
Request For Quote
Create a Request For Quote Case
Record Request For Quote Replies
Compare Request For Quote Replies
Accept a Request For Quote
Purchase Requisition
Managing Purchase Requisitions
Setting Up Purchase Requisitions
Define User Groups and security Settings for Purchase Requisitions
Purchase Requisition Workflow
Sales Quotation
Sales Quotation Setup
Working with Quotations
Various Functions
Quality Management
Set Up Quality Management Basics
Set Up Automatic Quality Order Generation
Create a Manual Quality Order
Work with a Non Conformance
Non Conformance Corrections
Quality Reports and Certificates
Transfer Orders
Setup of Transfer Orders
Using the Transfer Orders Form
Picking Items For a Transfer Order
Shipping and Receiving a Transfer Order
Set Up a Commission
View Commission Transactions
Commission Transactions For Return Items
Inventory Journals
Set Up of Inventory Journals
Profit/Loss and Movement Journals
Transfer Journals
Bill of Material Journals
Counting Journals
Counting Journal Specific Setup
Creating and Processing a Counting Journal
Tag Counting Journals
Inventory Reports
ABC Inventory Classification
Forecasting Reports
Bill of Materials Overview
General Overview
Bill of Material Concepts
BOMs/Routes in Multisite Environment
Features of BOMs in Microsoft Dynamics AX 2009
BOM Levels
BOM Lines
BOM Line Type and its Usage
Bill of Material Form Overview
Item Form
BOM Form
BOM Line Form
BOM Designer Form
Bill of Material Creation Process
Creating Simple BOMs
Create BOMs in the BOM form
Create and Edit BOMs in the BOM Designer
Using the BOM Designer from the BOM Form
Editing BOMs using the BOM Designer
Deleting BOM Component Lines in the BOM Designer
Creating BOMs with Versions
BOM Versions Overview
Version Control Methods
Version Control Using Date and Quantity
Version Control Using Site
Deactivate BOM Versions
BOM/Route Version Assigned to Multiple Items Based on Site
Creating BOMs Using the Item form
Activate Multiple BOM Versions
Activating BOM Versions and Validating Lines
Copy BOM Versions
Copying BOMs
Change BOM Versions
Create BOMs with a Version from the BOM Form
Create BOMs with Versions in the BOM Designer
Overview of the BOM Designer Functionality
Quantity Dependent BOMs
Working with Validity Dates and Sub-BOMs on Component Lines
Validity Dates of BOM Lines
Using Validity Dates
Sub-BOMs on Component Items
Working with BOM and Item Configurations
BOM Configurations
Configuration Groups
Configuration Route
Configuration Rule
Item Configuration
Item Configuration Prerequisites
Working with BOM Calculations
BOM Calculation Structure
Cost Breakdown
Cost Groups, Profit Settings, and Calculation Groups
Cost Groups
Profit Settings
Cost Breakdown Calculation Groups
Setup of Costing Version
Use of Costing Version
Cost Data Maintenance
Item Price Form
BOM Calculation Form
Summary Function
Complete BOM Calculation Form
Cost and Sales Price Calculations
Access Cost and Sales Price Calculation Form
BOM Calculation Form Accessed from the Item Form
BOM Calculation Form Accessed from the Periodic Folder
Explosion Mode and BOM Stop Explosion
Explosion Mode Options
Explosion Mode
Sales Orders and BOMs
Configurable BOMs and Sales Orders
Viewing BOMs on a Sales Order
View BOMs using the Composed of — Tree Form
Designer Tab
Setup Tab
Changing BOM Components from the Sales Order
Explode a BOM from a Sales Order
Calculate BOMs from a Sales Order
Transfer BOM Calculation Prices and Quantities
Transfer Quantities
Scrap and Measurement
BOM Scrap
Specifying Scrap
Scrap Setting on the BOM
Scrap and Calculation
BOM Measurement
Setting up Measurement Configuration
Measurement Settings
Measurement Conversion Factors
Report a BOM as Finished
Report a BOM as Finished
Max. Report as Finished Form
Report as Finished Process
Report as Finished from the Periodic Folder
Report as Finished from the Item Form
Report as Finished from the BOM Journal
Reports and Other BOM Functionality
Standard BOM Reports
Lines Report
Where-used Report
Where-used Inquiry from the Item Form
Where-used Inquiry from the BOM Line Form
BOM Calculation Report
Other BOM Functionality
Changing BOMs
Checking BOMs
Sorting BOM Lines


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