Trade and Logistics II in Microsoft Dynamics AX 2009

-Retired (no longer available)

Introduction 

Outcomes

At the completion of this course, participants will be able to:

• 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.
• Create and accept request for quote.
• Record and compare request for quote replies.
• Create and process a purchase requisition.
• Perform the necessary setups for purchase requisitions.
• Define user groups and set up security rights for a purchase requisition.
• Set up the purchase requisition workflow.
• Define setup information for sales quotation.
• Work with sales quotation.
• Define various sales quotation functions.
• Set up quality control.
• Use quality orders.
• Set up quality management.
• Understand non conformances.
• Create setup for 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.
• View the resulting commission transactions created from item returns.
• Create and process a Profit/Loss and inventory movement journal.
• Create and process a transfer journal.
• Create and process a Bill of Materials (BOM) journal.
• Understand the use of journals to make inventory adjustments.
• Understand how to use the Counting journal to support and adjust physical inventory counts.
• Use Tag Counting to count physical inventory.
• Understand how the ABC inventory classification system is used in Microsoft Dynamics AX 2009.
• Set up manual ABC classification to a single item.
• Set up automatic ABC classification for all items.
• Use Microsoft Dynamics AX 2009 reports to assist in forecasting sales and purchase expectations.

 

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