Microsoft dynamics ax 2012 trade and logistics training online - MODULE 1: OVERVIEW
This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course.
- Distribution and Trade
After completing this module, students will be able to:
- Introduce the Distribution and Trade features in Microsoft Dynamics AX 2012
MODULE 2: OVER/UNDER DELIVERY AND CHARGES
This module examines how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX 2012. Also, it discusses how to handle charges in Sales and Purchase orders that include how to allocate charges to items and how to include landed costs in an item’s total cost.
– Over/Under Delivery
– Price Charges
– Charges Codes
– Manual Charges
– Automatic Charges
MODULE 3: CUSTOMER AND VENDOR AGREEMENTS
This module discusses Customer and Vendor Agreements that are fixed price agreements that are entered into with one or more customers or vendors for the sale of individual or multiple items. It also covers Supplementary Items that are complimentary or supplementary items sold to a customer or customer group, or sold with an item or item group.
- Activate Trade Agreements
– Set Up Trade Agreements
– Trade Agreements Parameters
– Supplementary Items
– Purchase and Sales Agreements
MODULE 4: ITEM ARRIVAL REGISTRATION
This module is designed to describe the features in Microsoft Dynamics AX 2012 that support receiving items in a company.
– Item Registration Setup
– Item Arrival
MODULE 6: VENDOR RETURNS
This module discusses how to return a product to a vendor. You will learn how to handle the returns with and without serial and batch numbers attached.
– Create Vendor Returns
– Create Vendor Returns for Serialized Items
MODULE 7: SALES QUOTATIONS
This module explains how to set up, maintain, and process quotations. The trade and logistics functionality allows for sales personnel to issue quotations, track the progress of quotations, and follow-up on won or lost quotations. Various quotation functions are also explained
– Sales Quotation Setup
– Working with Quotations
– Additional Sales Quotation Features
MODULE 8: ITEM RESERVATIONS
This module is designed to explain the Reservations functionality in Microsoft Dynamics AX 2012.
– Why Perform Reservations and What You Can Reserve?
– Manual Reservations
– Automatic Reservations
– Automatic Reservations and Selection of Batch
– Explosion Reservations
– View Reservations
– Lock Reservations
– Cancel Reservations
– Batch Reservation
– Picking Reserved Items
MODULE 9: SALES ORDER PICKING
This module introduces the sales picking process
– Enable Sales Order Picking and Setup
– Release Sales Order Picking
– Automatic Registration of a Pick
– Manual Registration of a Pick
– Item Pick Registration of a Serial and Batch Inventory
– Edit, Reverse and Split a Pick
MODULE 10: CUSTOMER RETURNS
This module discusses how to accept and handle a product return from a customer. You will learn how to process the returns through the Return order, Arrival overview, Quarantine order, and Sales order forms.
– Set up Customer Returns
– Create a Return Order
– Item Arrival and Receipt Registration
– Quarantine Orders
– Replacement Orders
MODULE 11: COMMISSIONS
This module introduces the steps that are required to set up sales commissions for salespeople. It also covers how to inquire on the calculated commissions from posted sales transactions.
– Set Up a Commission
– View Commission Transactions
– Commission Transactions For Return Items.
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