80306A: Distribution and Trade in Microsoft Dynamics AX 2012

80306A: Distribution and Trade in Microsoft Dynamics AX 2012 Course Description

Intended Audience for the 80306A: Distribution and Trade in Microsoft Dynamics AX 2012 Course

• This course is intended for customers and partners that want to learn more advanced features and functions offered in Microsoft Dynamics AX 2012 Trade and Distribution feature areas. The course is targeted toward sales and purchase managers, salespeople, purchasers, and other users in organizations that are responsible for the setup and administration of trade and logistics, inventory management, and quarantine management functionality

Training Packages & Career Tracks that include the 80306A: Distribution and Trade in Microsoft Dynamics AX 2012 Course

• Microsoft Dynamics AX - Other

80306A: Distribution and Trade in Microsoft Dynamics AX 2012 Course Objectives

• 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

80306A: Distribution and Trade in Microsoft Dynamics AX 2012 Course Outline

1. Module 1: Overview
   1. This module provides an overview of the content of the Distribution and Trade in Microsoft Dynamics AX 2012 course
   2. Distribution and Trade
2. Module 2: Over/Under Delivery and Charges
   1. 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.
   2. Over/Under Delivery
   3. Charges
   4. Price Charges
   5. Charges Codes
   6. Manual Charges
   7. Automatic Charges
   8. Lab: Use Over/Under Delivery with Purchase Orders
   9. Lab: Use Under Delivery with Sales
   10. Lab: Create a Charges Code
   11. Lab: Manual Setup of Charges
   12. Lab: Create a Customer Charges Group
   13. Lab: Set Up Automatic Charges
3. Module 3: Customer and Vendor Agreements
   1. 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.
   2. Activate Trade Agreements
   3. Set Up Trade Agreements
   4. Trade Agreements Parameters
   5. Supplementary Items
   6. Purchase and Sales Agreements
   7. Lab: Customer Trade Agreement Setup
   8. Lab: Set Up Smart Rounding
   9. Lab: Using Smart Rounding
   10. Lab: Supplementary Items
   11. Lab: Sales Agreements
4. Module 4: Item Arrival Registration
   1. Item Registration Setup
   2. Item Arrival
   3. Lab: Manage an Item Arrival
5. Module 5: Quarantine Management
   1. This module examines how Microsoft Dynamics AX 2012 uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on setup. The item may be in quarantine for a certain period, for example, for quantity control purposes. Quarantine management is part of the Microsoft Dynamics AX Inventory management chapter
   2. Quarantine Warehouse Setup Parameters
   3. Quarantine Item Management
   4. Inventory Transactions on Quarantine Items
   5. Lab: Create Quarantine Inventory
   6. Lab: Purchase to Quarantine Inventory
6. Module 6: Vendor Returns
   1. 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.
   2. Create Vendor Returns
   3. Create Vendor Returns for Serialized Items
   4. Lab: Working with Vendor Returns
   5. Lab: Complete a Vendor Return Using Returned Order Type
7. Module 7: Sales Quotations
   1. 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
   2. Sales Quotation Setup
   3. Working with Quotations
   4. Additional Sales Quotation Features
   5. Lab: Create a Quotation and Convert it to a Sales Order
   6. Lab: Create a Quotation Template
   7. Lab: Mass Create Quotations
8. Module 8: Item Reservations
   1. This module is designed to explain the Reservations functionality in Microsoft Dynamics AX 2012.
   2. Why Perform Reservations and What You Can Reserve?
   3. Manual Reservations
   4. Automatic Reservations
   5. Automatic Reservations and Selection of Batch
   6. Explosion Reservations
   7. View Reservations
   8. Lock Reservations
   9. Cancel Reservations
   10. Batch Reservation
   11. Picking Reserved Items
   12. Lab: Manual Reservation
   13. Lab: Automatic Reservation
9. Module 9: Sales Order Picking
   1. This module introduces the sales picking process
   2. Enable Sales Order Picking and Setup
   3. Release Sales Order Picking
   4. Automatic Registration of a Pick
   5. Manual Registration of a Pick
   6. Item Pick Registration of a Serial and Batch Inventory
   7. Edit, Reverse and Split a Pick
   8. Lab: Item Pick Registration of Serialized Inventory
   9. Lab: Edit, Reverse, and Split a Pick
10. Module 10: Customer Returns
    1. 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.
    2. Set up Customer Returns
    3. Create a Return Order
    4. Item Arrival and Receipt Registration
    5. Quarantine Orders
    6. Replacement Orders
    7. Lab: Create a Return Order
    8. Lab: Process a Return Order
    9. Lab: Generate the Packing Slip and Invoice for a Return Order
11. Module 11: Commissions
    1. 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.
    2. Set Up a Commission
    3. View Commission Transactions
    4. Commission Transactions For Return Items
    5. Lab: Commission Calculations
    6. Lab: Commission Transactions
12. Module 12: Transfer Orders
    1. In this module, students gain an understanding of the Transfer orders form. This is a process-oriented method to deal with transfer orders between warehouses within the same company.
    2. Set Up of Transfer Orders
    3. Using the Transfer order Form
    4. Picking Items For a Transfer Order
    5. Shipping and Receiving a Transfer Order
    6. Lab: Create a Transfer Order
    7. Lab: Pick, Ship and Receive a Transfer Order
13. Module 13: Reports
14. This module introduces how the ABC Inventory classification system is used in Microsoft Dynamics AX 2012. It also discusses how to use Microsoft Dynamics AX 2012 reports to help in forecasting sales and purchase expectations.
    1. ABC Inventory Classification
    2. Inventory Reports
    3. Forecasting Reports
    4. Lab: Run an ABC Classification Report
    5. Lab: Reports

Benefits of taking the 80306A: Distribution and Trade in Microsoft Dynamics AX 2012 course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

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  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

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• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
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