80305+80306+80339: Supply Chain Management, Distribution & Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated Course Description
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
Intended Audience for the 80305+80306+80339: Supply Chain Management, Distribution & Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated 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.
- The class is targeted toward sales and purchase managers, salespeople, and purchasers, and other people in organizations responsible for the setup and administration of trade and logistics, and inventory management functionality.
Training Packages & Career Tracks that include the 80305+80306+80339: Supply Chain Management, Distribution & Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated Course
80305+80306+80339: Supply Chain Management, Distribution & Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated Course Objectives
- 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
- Rounding-up
- 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:
- Lines
- Where-used
- BOM calculations
- Describe other BOM functionality:
- Changing and Checking BOMs
- Sorting BOM lines
The 80305+80306+80339: Supply Chain Management, Distribution & Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated Course prepare students for the following Exams- MB6-870 : Microsoft Dynamics AX 2012 Trade and Logistics
80305+80306+80339: Supply Chain Management, Distribution & Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated Course Outline
- Introduction to Trade and Logistics
- Logistics and Inventory Management
- Logistics and Inventory Features
- Information Flow
- Inventory
- 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
- Tracing
- 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
- Multisite
- 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
- Commissions
- 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
- Rounding-up
- Measurement Settings
- Measurement Conversion Factors
- Report a BOM as Finished
- Report a BOM as Finished
- Max. Report as Finished Form
- Sub-BOMs
- 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
Benefits of taking the 80305+80306+80339: Supply Chain Management, Distribution & Trade and Bill of Materials in Microsoft Dynamics AX 2012 Accelerated course at NetCom
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Why choose Microsoft Dynamics Training at NetCom Learning?
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Microsoft Certified Partner for Learning Solutions Value Proposition:
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Award winning, world-class Instructors
- 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.
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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.
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- 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.
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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.
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- 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.
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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.
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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
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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.
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May 21 2012 |
Good course. Good service. Good instructor.
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May 21 2012 |
The instructor did an incredible job of presenting.
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May 21 2012 |
The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts.
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May 21 2012 |
Stan is an excellent instructor. He made the course very informative and kept it interesting.
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May 21 2012 |
Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated.
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May 07 2012 |
It was a good experience. It will help me in my new position loading the CRM practices.
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Mar 12 2012 |
Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun.
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