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Home > Vendors > Microsoft Dynamics > Microsoft Dynamics AX > Microsoft Dynamics AX - Other

Microsoft Dynamics AX - Other Training Package



About the Microsoft Dynamics AX - Other

Microsoft Dynamics products are adaptable enterprise resource planning (ERP) and customer relationship management (CRM) solutions that help businesses automate and streamline financial, customer-relationship, and supply-chain processes.

This training combines and covers materials from the following courses:
80165: What's New - Technical in Microsoft Dynamics AX 2012 for Implementation (1 day)    More on this course...
  • Understand install differences between Microsoft Dynamics AX 2009 and Microsoft Dynamics AX 2012
  • Setup basic security in Microsoft Dynamics AX 2012
  • Show the improvements in Services in Microsoft Dynamics AX 2012
  • List differences in Workflow between Microsoft Dynamics AX 2009 and Microsoft Dynamics AX 2012
  • Deploy and configure default cubes
  • Deploy reports
  • List difference in Enterprise Portal
  • Administer Microsoft Dynamics AX 2012 models
  • Understand the changes to the upgrade process
  • Module 1: Overview
    1. Introduction
    2. New User Interface Elements
    3. Organization Model
    4. Help System
    5. Microsoft Office Add-Ins
    6. Work Items
    7. Document Handling
    8. Alerts
    9. Global Address Book
    10. Data Migration
    11. Code Upgrade
  • Module 2: Installation
    1. Introduction
    2. Server Setup
    3. Usability
    4. Install a test Environment
    5. Help Server
    6. Client Deployment
  • Module 3: Security
    1. Introduction
    2. Security Overview
    3. Adding Users
    4. Role Based Security
    5. Customizing Security
    6. Authentication
  • Module 4: Services
    1. Introduction
    2. Administration
    3. Integration
    4. Infrastructure and Deployment
    5. Troubleshooting Services and AIF
    6. Security
    7. Upgrade
  • Module 5: Workflow
    1. Introduction
    2. General Features
    3. Inquiries
    4. Architecture
    5. Data Setup
    6. Upgrade
  • Module 6: Analytics
    1. Introduction
    2. Overview
    3. Installation
    4. Configuration
    5. Upgrade
  • Module 7: Reporting
    1. Introduction
    2. Overview
    3. Installation and Deployment
    4. Configuration
    5. Security
    6. Upgrade
  • Module 8: Enterprise Portal
    1. Introduction
    2. Security
    3. Deployment
  • Module 9: Administrative Changes
    1. Introduction
    2. Model Management
    3. Administration
    4. Database Changes
  • Module 10: Upgrade
    1. Introduction
    2. Source-to-Target Upgrade Framework
    3. Source Upgrade Steps to Take Before System Downtime
    4. Target Upgrade Steps to Take Before System Downtime
    5. Source Upgrade Steps to Take During System Downtime
    6. Target Upgrade to Take Steps During System Downtime
80164: Whats New - Application in Microsoft Dynamics AX 2012 for Finance, PA, Case Mgmt., HRM and Public Sector (1 day)    More on this course...
  • Describe the new interface elements in Microsoft Dynamics AX 2012.
  • Describe changes to the organization model.
  • Use and update the help system.
  • Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
  • View the control library and manually create new controls.
  • Set up a prepayment, post a prepayment, make a payment, and settle it against the final invoice for a purchase order.
  • Setup tolerances and explain how the settings affect the purchase order invoice process.
  • Explain how to organize work, document actions, communicate with customers, and take actions for collections management
  • Review the improvements made to the free text invoice form for creating and posting free text invoices.
  • Enable dimensions in an account structure for budget usage.
  • Explain how to define rules and specify attributes for budget control.
  • Review the process for posting encumbrances to the general ledger to track liabilities related to confirmed purchase orders.
  • Define different travel requests, expense reports, and other expense related workflow approvals.
  • Explain how to create a new currency, and setup exchange rates.
  • Create shared fiscal calendars for use by different entities.
  • Create financial dimensions from custom lists and existing sources.
  • Explain how to create chart of account structures and link them to the chart of accounts.
  • Set up budget controls, and create and revise budgets.
  • Create, assign, plan, resolve, follow up on, and analyze cases for a customer in the Microsoft Dynamics Rich Client.
  • Discuss improvements to the worker hiring and termination processes.
  • Create and manage incidents related to worker illness and injuries.
  • Review the features and benefits of the public sector industry solution.
  • Module 1: Overview
    1. Introduction
    2. New User Interface Elements
    3. Organizational Model
    4. Help System
    5. Microsoft Office Add-Ins
    6. Work Items
    7. Documents Handling
    8. Alerts
    9. Global Address Book
    10. Interest Terms and Date Ranges
    11. Post-Dated Checks
  • Module 2: Compliance and Internal Control
    1. Introduction
    2. Default Control Library
    3. Import and Mapping Wizard
  • Module 3: Accounts Payable
    1. Introduction
    2. Prepaid Purchase Orders
    3. Invoice Matching Task for Workflow
    4. Vendor Invoice Processing Workflow
    5. Invoice Matching Improvements
  • Module 4: Accounts Receivable
    1. Introduction
    2. Managing Collections and Collection Agents
    3. Free Text Invoice Improvements
    4. Free Text Invoice Quantities and Unit Prices
  • Module 5: Budgeting
    1. Introduction
    2. Workflows for Budget Register Entries
    3. Dimensions for Budgets
    4. Configuring Budget Control
    5. Using Budget Control
    6. Budget Amounts
    7. Budget Reporting
    8. Budget Transaction Web Services
  • Module 6: Travel and Expense
    1. Introduction
    2. Expense Report Improvements
    3. Budgetary Control
    4. Travel and Expense Policies
    5. Credit Card Dispute Management
  • Module 7: General Ledger
    1. Introduction
    2. Currencies and Exchange Rate Setup
    3. Shared Fiscal Calendars
    4. Subledger Accounting
    5. Accounting Distributions
    6. Financial Dimensions
    7. Multiple Charts of Accounts
    8. Advanced Rule Structures for Ledger Posting
    9. Commitment Accounting
  • Module 8: Project Management and Accounting
    1. Introduction
    2. Project Timesheets
    3. Allocate Project Revenue
    4. Project Budgeting
  • Module 9: Case Management
    1. Introduction
    2. Case Management in the Client
    3. Case Management in Enterprise Portal
    4. Knowledge Articles
  • Module 10: Human Resources Management
    1. Introduction
    2. Shared Worker Information
    3. Hiring Workers and Terminating Workers
    4. Application and Recruiting Improvements
    5. Department and Position Improvements
    6. Injury and Illness
  • Module 11: Public Sector
    1. Introduction
    2. Public Sector Feature Overview
    3. Accounts Receivable Features
    4. Budgeting Features
    5. General Ledger Features
    6. Procurement and Accounts Payable Features
    7. Public Sector Reports Overview
    8. Public Sector Role Center Overview
80299A: What's New - Technical in Microsoft Dynamics AX 2012 for Development (2 days)    More on this course...
  • Describe the new interface elements in Microsoft Dynamics AX.
  • Understand how to use the organization model, and its importance in the implementation process.
  • Use and update the help system.
  • Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX.
  • View work items that are based on specific business documents in one location.
  • Discuss improvements made to the document handling feature in Microsoft Dynamics AX 2012.
  • Understand how to set up alert rules to work across all organizational structures.
  • Understand the different options available when you migrate data between environments.
  • Explain the new features and benefits of the Global Address Book (GAB).
  • Understand the code upgrade process.
  • Demonstrate Models and the SQL Server-based Model repository.
  • Discuss the separation of the developer from the application experience as a new workspace.
  • Understand the improvements made to the X++ Editor.
  • Explain the deployment of label files within a model store.
  • Understand how to browse type hierarchies in the application model. This includes table inheritance, by using the Type Hierarchy Browser and Type Hierarchy Context window.
  • Discuss the improvements made to the Reverse Engineering Tool.
  • Understand the improvements made to the Visual Studio Tools for Microsoft Dynamics AX 2012.
  • Write business logic in managed code and integrate with Microsoft Dynamics AX 2012.
  • Understand the features that are introduced in Microsoft Dynamics AX 2012 to support the data normalization initiative.
  • Discuss date effectiveness and learn how to build date effective forms.
  • Discuss the Unit Of Work concept and learn how to enable a group of tables to be treated as a single transaction.
  • Discuss the additional improvements made to the data access framework including, Temp DB tables, data caching, query framework, full-text search and effects of disabling tables.
  • Explain how the concept of eventing lets the user use a publisher and subscriber model when manifesting changes occurring in the X++ application.
  • Understand how services lets the clients interact with and retrieve system information.
  • Explain how integration ports help streamlines service deployment.
  • Understand the architectural changes in Services and Application Integration Framework (AIF).
  • Discuss the improvements made for Enterprise Portal setup and deployment.
  • Discuss the improvements for Enterprise Portal security.
  • Explain the new user experience and additional user control components in Enterprise Portal.
  • Understand how the Business Connectivity Services provides an easy way to integrate Microsoft Dynamics AX business data with SharePoint to provide solutions for end users without writing any code.
  • Provide an overview for the improvements made to the security framework and explain Role-based Security.
  • Discuss the benefits of the Role-based Security framework.
  • Describe the extensible data security framework.
  • Explain the improvements made to Microsoft Dynamics AX 2012 Workflow.
  • Discuss the new graphical Workflow Editor which is used to model workflows by arranging elements similarly to how a business process is graphically modeled using Microsoft Visio.
  • Discuss how to implement a line-item workflow.
  • Explain the high-level improvements to Analytics in Microsoft Dynamics AX 2012.
  • Understand the developer experience improvements.
  • Explain the SQL Server Reporting Services report capabilities in Microsoft Dynamics AX 2012.
  • Understand the features added for Visual Studio Reporting Tools for Microsoft Dynamics AX.
  • Module 1: Overview
    1. Introduction
    2. New User Interface Elements
    3. Organizational Model
    4. Help System
    5. Microsoft Office Add-Ins
    6. Work Items
    7. Document Handling
    8. Alerts
    9. Global Address Book
    10. Code Upgrade
  • Module 2: MorphX
    1. Introduction
    2. Model Repository
    3. Development Workspace
    4. X++ Editor
    5. Label Files in MorphX
    6. Type Hierarchy Views
    7. Reverse Engineering Tool
  • Module 3: Development with Visual Studio
    1. Introduction
    2. Visual Studio Tools
    3. Managed Code
  • Module 4: Data Access
    1. Introduction
    2. Relational Modeling
    3. Date Effectiveness
    4. Unit of Work
    5. Data Access Framework
    6. Eventing
  • Module 5: Service and Application Integration
    1. Introduction
    2. Services
    3. Inbound and Outbound Ports
    4. Architecture
  • Module 6: Enterprise Portal Framework
    1. Introduction
    2. Deployment and Setup
    3. Security
    4. User Experience
    5. Enterprise Search and Business Data Connectivity Service
  • Module 7: Security
    1. Introduction
    2. Role-based Security Overview
    3. Role-based Security Benefits
    4. Extensible Data Security Framework
  • Module 8: Workflow
    1. Introduction
    2. Overview
    3. Workflow Editor
    4. Line-Item Workflows
  • Module 9: Analytics
    1. Introduction
    2. Overview
    3. Development Information
80163: What's New - Application in Microsoft Dynamics AX 2012 for Supply Chain Management, and Manufacturing (1 day)    More on this course...
  • Describe the new interface elements in Microsoft Dynamics AX 2012.
  • Describe changes to the organization model.
  • Use and update the help system.
  • Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
  • View work items that are based on specific business documents in one location.
  • Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
  • Set up alert rules to work across all organizational structures.
  • Discuss the decoupling of order management processes from inventory.
  • Describe the required conversion directions and conditions for non-stocked items.
  • Describe the concept of products.
  • Describe the variant configuration technology types.
  • Describe the concept of product masters and their variants.
  • Create and release products to an enterprise.
  • Discuss how to finalize a released product.
  • Describe sales and purchase agreement work.
  • Discuss how to create sales and purchase agreements.
  • Define sales and purchase agreements.
  • Discuss how to use agreements when you create orders.
  • Discuss how to follow up on agreements.
  • Describe improvements in trade agreements.
  • Describe the changes in intercompany setup.
  • View intercompany goods in transit reports
  • Describe intercompany planning changes.
  • Describe change management for purchase orders.
  • Discuss how to set up a delivery schedule on a purchase order.
  • Discuss the purpose and usage of purchasing policies.
  • Discuss category management, catalogs, and employee purchasing.
  • Describe the purchase requisition process from preparation through review, to purchase order generation.
  • Describe purchase requisition consolidation.
  • Discuss vendor management and the vendor self-service portal.
  • Discuss business rules for fixed assets.
  • Describe how resource requirements are defined on routes.
  • Discuss how to perform resource scheduling and describe the basic resource allocation principles.
  • Describe the concept of using a period template to define schedules.
  • Describe a new way to model Lean Manufacturing based on production flows.
  • View the kanban boards and its controls.
  • Describe mixed mode manufacturing.
  • Discuss event driven kanbans and the single piece flow.
  • Explain subcontracting.
  • View the workflow for worker registrations.
  • Describe the supervisor options available in manufacturing execution for moving jobs, prioritizing jobs, and correcting jobs.
  • Discuss how Touch Enabled Registration works.
  • Discuss how to set up and work with Document groups.
  • Provide an overview of list pages in time and attendance and manufacturing execution.
  • Discuss how to build a product configuration model.
  • Describe how to prepare and release a model to sales.
  • Discuss how to use a product configuration tool for sales orders.
  • Review the features and benefits of the process industries solution.
  • Module 1: Overview
    1. Introduction
    2. New User Interface Elements
    3. Organizational Model
    4. Help System
    5. Microsoft Office Add-Ins
    6. Work Items
    7. Documents Handling
    8. Decouple Order Management from Inventory Control
  • Module 2: Product Information Management
    1. Introduction
    2. Products
    3. Configuration Technologies
    4. Product Masters and Product Variants
    5. Releasing Products
    6. Finalizing Released Products
  • Module 3: Agreements
    1. Introduction
    2. Sales and Purchase Agreements
    3. Trade Agreement Improvements
  • Module 4: Intercompany
    1. Introduction
    2. Intercompany Setup
    3. Intercompany Reports
    4. Intercompany Planning
  • Module 5: Procurement and Sourcing
    1. Introduction
    2. Purchase Order and Change Management
    3. Purchasing Delivery Schedule
    4. Purchasing Policies
    5. Catalog and Procurement Site
    6. Purchase Requisition Enhancements
    7. Purchase requisition Consolidation
    8. Vendor Management
    9. Business Rules for Fixed Assets
  • Module 6: Manufacturing and Scheduling
    1. Introduction
    2. Operations Resource Model
    3. Resource Scheduling Improvements
    4. Period Templates
  • Module 7: Lean Manufacturing
    1. Introduction
    2. Production Flow
    3. Kanban Board
    4. Mixed Mode
    5. Event Kanbans
    6. Subcontracting
  • Module 8: Time and Attendance, and Manufacturing Execution
    1. Introduction
    2. Time and Attendance
    3. Manufacturing Execution
    4. Common Features
  • Module 9: Product Configurator
    1. Introduction
    2. Build a Product Configuration Model
    3. Prepare a Model for Release
    4. Product Configuration
  • Module 10: Process Manufacturing
    1. Introduction
    2. Process manufacturing feature overview
    3. Catch weight
    4. Product information management improvements
    5. Inventory and warehousing management improvements
    6. Procurement and sourcing and Sales and marketing improvements
    7. Production control and Master planning improvements
    8. Process industries reports overview
Microsoft Dynamics AX 4.0: Financial - Boot Camp (3 days)    More on this course...
  • Create and set up the Chart of Accounts, General Ledger, Accounts Payable, Accounts Receivable and Bank modules, and Financial Statements in Microsoft Dynamics AX.
  • Set up Sales Tax.
  • Understand the General Ledger, Accounts Payable, Accounts Receivable, and Bank Management daily procedures.
  • Enter transactions in journals - including invoices and payments.
  • Access inquiries and reports to get information needed.
  • Understand how to set up and maintain budgets within Microsoft Dynamics AX.
  • Understand the cash flow functionality in Microsoft Dynamics AX.
  • Setup multicurrency and know how to create multicurrency transactions.
  • Understand the steps involved in using the Advanced Payments functionality within Microsoft Dynamics AX.
  • Understand how to set Intercompany accounting and create transactions in more than one company.
  • Understand the setup and steps involved in consolidating companies.
  • Understand the steps necessary to set up and process collection letters.
  • Understand how to create and use dimensions hierarchies.
  • Understand how to import and use XBRL taxonomy for financials statements.
  • Understand the processes available for a year end close within Microsoft Dynamics AX.
  • Understand the purpose of Fixed Assets.
  • Understand the required functionality for Fixed Assets.
  • Describe the integration of Fixed Assets with the General Ledger, Accounts Payable, Accounts Receivable, and Inventory Management modules.
  • Complete the system setup for Fixed Assets.
  • Complete the basic setup requirements for the Fixed Assets module.
  • Explore depreciation methods.
  • Understand depreciation conventions.
  • Explore country specific setup requirements for Fixed Assets.
  • Use depreciation books.
  • Mass update depreciation conventions for a depreciation book.
  • Use the fields and functionality available in the Fixed Asset table.
  • Distinguish between financial and non-financial information for assets.
  • Set up a fixed asset.
  • Demonstrate the use of inquiries in the Fixed Asset table.
  • Use asset lending.
  • Assign bar codes to assets.
  • Use the features of asset budgeting.
  • Use asset transaction types.
  • Use journals to manually enter fixed asset transactions.
  • Use proposals to enter fixed asset transactions.
  • View data inquiries in Fixed Assets.
  • Create reports in Fixed Assets.
  • General Ledger Setup
    1. Set up a Currencies and Exchange Rates
    2. Create Periods in a New Fiscal Year
    3. Create Date Intervals
    4. Create a Dimension Value
    5. Create a Dimension Focus
  • Chart of Accounts
    1. Create a New Account in the Chart of Accounts (COA)
    2. Set Up Account Allocation Terms
    3. Set Up System Accounts
    4. View Inquiries and Reports Related to the Chart of Accounts
  • Journal Setup
    1. Create Journal Names
    2. Set Up Journal Controls
    3. Create Journal Texts
    4. Set Up Balance Control Accounts
    5. Set Up General Ledger Parameters
  • General Ledger Daily Procedures
    1. Create General Ledger Journals
    2. Enter General Ledger Journal Transactions
    3. Create Journal Batch Processing
    4. Create Approval Journals
    5. Create and Retrieve Periodic Journals
    6. General Ledger Transaction Reversal
    7. Inquire and Report on Daily Journal Transactions
  • Sales Tax Setup
    1. Create Ledger Posting Groups
    2. Create Sales Tax Authorities
    3. Create Sales Tax Settlement Periods
    4. Create Sales Tax Codes
    5. Create Sales Tax Codes Intervals
    6. Create a Sales Tax Groups
    7. Create Item Sales Tax Groups
    8. Create Sales Tax Transactions
    9. Create Sales Tax Exempt Data
    10. Calculate and Post Withholding Sales Tax
  • Sales Tax Reports
    1. Creating and Printing Report
  • Bank Management Setup
    1. Set Up Bank Transaction Types and Transaction Groups
    2. Set Up Bank Groups
    3. Set Up Payment Purpose Codes
    4. Set Up Bank Parameters
    5. Create a Bank Account
    6. Define the Check Layout for a Bank Account
  • Accounts Payable Setup
    1. Create a Payment Schedule
    2. Create Terms of Payment
    3. Create a Payment Day
    4. Set Up Cash Discount
    5. Create a Payment Fee
    6. Create a Method of Payment
    7. Set Up Vendor Groups
    8. Set Up Posting Profiles
    9. Create a New Vendor
  • Accounts Payable Daily Procedures
    1. Explain the Different Invoice Journals
    2. Approve an Invoice Register Journal
    3. Create an Invoice excl. Posting
    4. Create an Invoice Journal
    5. Create a Payment Proposal
    6. Run a Payment Proposal for a Mark for Settlement
    7. Create a Payment Journal
    8. Generate a Payment
    9. Edit Open Transactions
    10. Reverse Settlements
  • Accounts Payable Reports and Inquiries
    1. Reports
  • Accounts Receivable Setup
    1. Payment Schedule
    2. Terms of Payment
    3. Payment Day
    4. Cash Discount
    5. Payment Fee
    6. Methods of Payment
    7. Customer Groups
    8. Posting Profiles
    9. Create a New Customer
  • Accounts Receivable Daily Procedures
    1. Customer Process Overview
    2. Create a Free Text Invoice
    3. Create a Payment Journal
    4. Edit Open Transactions
    5. Reverse Settlements
    6. Reimburse a Customer
  • Accounts Receivable Reports and Inquiries
    1. Reports
  • Bank Management Daily Procedures
    1. Create Checks
    2. Delete Checks
    3. Create a Bank Deposit Entry
    4. Void Checks
    5. Create a Check Refund that Prints Out a Check
    6. Use Bank Remittances
    7. Cancel Payment
    8. Reconcile a Bank Account
  • Bank Management Report and Inquiries
    1. Inquiries
    2. Reports
  • Financial Statements
    1. Create a Dimension Focus
    2. Create a Row Definition
    3. Design the Structure of Row Definitions
    4. Create a Column Definition
    5. Print a Financial Statement
    6. Create and Print a Dimension Statement
    7. Display Balance by Dimension
  • Budgeting
    1. Create Budget Models and Submodels
    2. Create Period Allocation Keys
    3. Enter Budget Numeric Data
    4. Generate and Print Budgets
    5. Additional Budgeting Functionality
    6. Copy and Modify Budgets
    7. View Budget Data
  • Cash Flow Management
    1. Understand the Relationship of Cash Flow to Other Modules
    2. Set Up Cash Flow Forecasting
    3. Define a Cash Flow Forecast Budget Model
    4. Create Cash Flow Transactions
    5. Calculate Cash Flow Transactions
    6. View On-line Data and Print Cash Flow Reports
  • Multi-Currency
    1. Exchange Rate Adjustments
    2. Accounts Receivable and Accounts Payable Exchange Rate Adjustment
    3. Set Up Currency Rounding
  • Advanced Payments
    1. Create and Process a Bridging Account Methods of Payment
    2. Set Up and Process Electronic Vendor Payments
    3. Set Up and Process Electronic Customer Payments
    4. Set Up and Process Prepayments
    5. Set Up and Process Bills of Exchange
    6. Set Up and Apply Ledger Accruals
  • Intercompany Accounting
    1. Review Posting Intercompany Transactions
    2. Review Setup for Intercompany Accounting
    3. Post an Intercompany Transaction
    4. Trace an Intercompany Transactions
  • Consolidations
    1. Set Up Consolidation Company
    2. Set Up a Subsidiary Company
    3. Perform a Consolidation
    4. Consolidation According to the FASB 52 Regulation
    5. Consolidations Inquiry
    6. View and Delete Consolidation Transactions
  • Introduction to Fixed Assets
    1. Fixed Assets Overview
    2. Functionality Required for Fixed Asset Accounting
    3. Structure and Integration with Other Modules
  • Setup Procedures
    1. System Setup for Fixed Assets
    2. Fixed Assets Module Setup
    3. Depreciation Methods
    4. Depreciation Conventions
    5. Depreciation Books Overview
    6. Country Specific Features
    7. Mass Update Depreciation Conventions for a Depreciation Book
  • Setup of Assets
    1. Fixed Asset Form
    2. Setting up Assets in the Fixed Assets Module
    3. Inquiries in the Fixed Asset Form
    4. Bonus Depreciation
    5. Lending Assets
    6. Assigning Bar Codes to Assets
    7. Asset Budgeting
  • Asset Transactions
    1. Available Transaction Types
    2. Recording Asset Transactions - Acquisitions
    3. Recording Asset Transactions - Depreciation
    4. Recording Asset Transactions - Value Adjustments
    5. Recording Asset Transactions - Disposals
  • Inquiries and Reports
    1. Inquiries
    2. Reports
80015: Enterprise Portal Development in Microsoft Dynamics AX 2009 (3 days)    More on this course...
  • Describe the usage and purpose of the major components that comprise Enterprise Portal.
  • Describe the overall architecture of Enterprise Portal.
  • Create a Web site, Web pages, and build a functional web application in Enterprise Portal.
  • Set up users with an Enterprise Portal Web application.
  • Develop new Enterprise Portal roles, and assign them the proper security access.
  • Learn how to configure Security for your Portal site.
  • Demonstrate how to place lookup forms on Web grids.
  • Demonstrate how to filter Web published data depending on the user type.
  • Secure Web forms and reports using Web content.
  • Understand and install new Web parts.
  • Enterprise Portal in Microsoft Dynamics AX 2009
    1. What is Enterprise Portal
    2. Enterprise Portal Components
    3. Enterprise Portal Architecture
  • Installing and Deploying Enterprise Portal
    1. Enterprise Portal Requirements
    2. .NET Business Connector
    3. Create Business Connector Proxy
    4. Add Proxy to IIS
    5. Configure IIS Application Pool
    6. Install Enterprise Portal Framework and Role Centers
    7. Install Enterprise Portal Developer Tools
    8. Configure Enterprise Portal
    9. Deploy Role Centers
  • Enterprise Portal Administration
    1. Enterprise Portal Web Site Parts
    2. Navigate Enterprise Portal
    3. Role Centers
    4. Enterprise Portal Security
  • Customizing Enterprise Portal
    1. Customizing and Personalizing Enterprise Portal
    2. Role Center Web Part Pages and Web Parts
    3. Customizing Enterprise Portal Appearance
  • Enterprise Portal Objects in the AOT
    1. The AOT Web Node
    2. Data Access
    3. User Controls
    4. Coding User Controls
    5. User Control Proxies
    6. Create Web Objects in the AOT
  • Enterprise Portal Demonstrations
    1. Demonstration: Creating Enterprise Portal Forms
    2. Demonstration: Customize Lookups
    3. Demonstration: Creating a Grid to Display Customer Data
80022: Production Series I in Microsoft Dynamics AX 2009 (2 days)    More on this course...
  • Work with Bill of materials in the Production module
  • Set up and work with calendars, work center groups and work centers
  • Set up and work with routes and operations
  • Understand and work with production orders, life cycle and production stages
  • Perform operational and job scheduling
  • Understand the options available for setting up different parameters
  • Use the reporting and inquiries functions
  • Use the production features to work with multiple sites
  • Module 1: Introduction to Production Series I
    1. Core Concepts in Production
    2. Setup and Interconnectivity
    3. Overview of Production Process
    4. Example Multisite Production Scenarios
    5. Overview of Additional Production Enhancements
    6. After completing this module, students will be able to:
    7. Describe the main conceptual building blocks of the Production module.
    8. Understand the fundamental interconnectivity between the Production module and other modules.
    9. Define the production order and name the status changes as it passes through the production life cycle.
    10. Define the main elements that are setup and used when a company works with a variety of production sites distributed over different geographic locations.
    11. Describe three companies using multisite in which production sites, conditions, and processes vary.
    12. Provide a brief description of general improvements to the production module, including filtering and improved Gantt Chart features.
  • Module 2: Bill of Materials
    1. Understanding BOMs
    2. BOM Versions
    3. Overview of Creating BOMs
    4. Creating BOMs in the BOM Form
    5. Creating BOMs in the Item Details Form
    6. BOM and Item Configurations
    7. BOM Calculation
    8. BOM Scrap
    9. BOM Measurements
    10. BOM Reports
    11. Lab: Create a BOM without a Version
    12. Lab: Change a BOM
    13. After completing this module, students will be able to:
    14. Describe the main types of BOMs and define BOM levels.
    15. Define the creation of BOM versions and describe BOM version control methods.
    16. Define the overall process of creating BOMs from the different forms.
    17. Explain how to work with configurable BOMs, including the setup of configuration routes and rules.
    18. Provide an overall explanation of the BOM calculation process.
    19. Describe how to create and use BOM scrap types and how a scrap calculation for a BOM is run.
    20. Describe the use of BOM measurements that relate to BOM items.
    21. List and explain the uses of the standard BOM reports.
  • Module 3: Calendars and Work Centers
    1. Working Time Template
    2. Calendars
    3. Work Center Groups
    4. Work Centers
    5. Operation Scheduling Percentage, Efficiency and Exclusivity
    6. Capacity Planning and Finite Capacity
    7. Lab: Create Work Center Groups
    8. Lab: Create Work Centers
    9. After completing this module, students will be able to:
    10. Define working time templates and describe how they are set up.
    11. Create working time calendars.
    12. Set up work center groups and distinguish between work center types.
    13. Determine when to set work centers as exclusive.
    14. Create work centers and attach them to work center groups.
    15. Define operations scheduling, efficiency, and exclusivity settings on work centers and work center groups.
    16. Describe finite capacity and capacity planning for work center groups.
  • Module 4: Operations and Routes
    1. Operations
    2. Cost Categories
    3. Cost Groups
    4. Route Groups
    5. Routes
    6. Scrap
    7. Route Networks
    8. After completing this module, students will be able to:
    9. Set up and configure operations and relations.
    10. Set up and use cost categories and cost groups in production routes.
    11. Create route groups and attach them to the route.
    12. Create and maintain routes and operations in the routes.
    13. Describe how scrap is managed in production routes.
    14. Configure the route network parameters and identify route networks in complex routing.
  • Module 5: Parameters, Production Orders and Life Cycle
    1. Production Parameters and Journal Names
    2. Production Orders
    3. Production Process Overview
    4. Production Status
    5. Estimation
    6. Optional Advanced Settings
    7. Lab: Manually Create a Production Order
    8. Lab: Configure a Production Pool and Assign a Production Order
    9. After completing this module, students will be able to:
    10. Discuss the impact production parameters have at the company and the sites level.
    11. Describe the different ways production orders can be created.
    12. Explain the main activities that occur in the life cycle of a production order.
    13. Explain how the production order status is used in working with production orders.
    14. Describe the estimation process.
    15. Configure advanced settings such as production groups and production pools.
  • Module 6: Production Scheduling and Subcontracting
    1. Scheduling Options
    2. Operations Scheduling
    3. Job Scheduling
    4. Master Planning and Planned Production Orders
    5. Locking Production Orders
    6. Dispatching
    7. Subcontracting
    8. Lab: Run an operations schedule
    9. After completing this module, students will be able to:
    10. Distinguish between various scheduling options.
    11. Explain the main characteristics of operations scheduling.
    12. Explain the main characteristics of job scheduling and use the Gantt Chart.
    13. Describe how master planning interacts with production.
    14. Lock production orders.
    15. Dispatch scheduled jobs to a specific work center.
    16. Adjust BOMs in connection with subcontractor work.
    17. Set up operations and routes to be performed by a vendor.
  • Module 7: Control and End Production
    1. Estimation and Scheduling Run First
    2. Release Production Orders
    3. Start Production Orders
    4. Production Consumption
    5. Report Production Orders as Finished
    6. End Production Orders
    7. Lab: Start Production Order
    8. After completing this module, students will be able to:
    9. Set up automatic updates.
    10. Define how to release a production order to the shop floor.
    11. Explain the main considerations and settings used to start production orders.
    12. Use production journals to record consumption.
    13. Describe the report as finished stage of the production life cycle.
    14. Describe the main elements of the end production stage.
  • Module 8: Inquiries and Reports
    1. Production Inquiries
    2. Standard Reports
    3. Base Data Reports
    4. Transaction Reports
    5. Journal and Costing Reports
    6. Balance Reports
    7. Analysis Reports
    8. Route Reports
    9. Work Center Reports
    10. Production Papers Reports
    11. Update Log Reports
    12. Lab: Production Reports (Operations Use)
    13. After completing this module, students will be able to:
    14. Name the types of standard inquiries that can be conducted.
    15. Work with standard reports.
    16. Use base data reports to analyze productions.
    17. Use the three kinds of transaction reports.
    18. Use journal and costing reports.
    19. Use balance reports to decipher production conditions.
    20. Use analysis reports to view or print information on production.
    21. Use route reports to generate information on routes and operations in different productions.
    22. Name the kinds of reports that can be generated on the work centers in production.
    23. Use production papers.
    24. Use the update log reports to identify information on the orders in each stage of the production process.
80023: Production Series II in Microsoft Dynamics AX 2009 (2 days)    More on this course...
  • The use of inventory and in particular storage dimensions in the production environment, including the dimensions that support multisite functionality.
  • How to work with subcontractors, including how to set up BOM lines, purchase orders, production orders, and operations to apply to vendors.
  • Some of the advanced scheduling features that can be used to help the shop floor become more efficient in the production process.
  • The interaction between production processes and posting production amounts to the general ledger.
  • Various types of manufacturing environments and some of the tools that can be used to support them.
  • An overview of strategies for implementing Microsoft Dynamics AX 2009.
  • Module 1: Production Series I Review
  • This lesson reviews the main concepts of the Production Series I course, including BOM, routes, operations, life cycle and multisite functionality.
  • Lessons
  • Multisite Review
  • Core Concepts in Production
  • Bill of Materials (BOM)
  • Calendars and Work Centers
  • Operations and Routes
  • Life Cycle, Parameters, and Production Orders
  • Scheduling
  • Master Planning and Planned Production Orders
  • Describe how multisite functionality interacts with the Production module
  • Explain the definition and set up of core conceptual elements in production, including BOMs, calendars, work centers, operations and routes
  • Provide an overview of the production life cycle, parameters and production orders
  • Define and describe the use of operation and job scheduling
  • Explain how master planning and the Production module interact
  • Module 2: Inventory Dimensions in Productions
  • This lesson describes the general setup and use of inventory dimensions in production. In particular it covers the storage dimensions used in production to define warehouses, pallets, batches, serial numbers and site.
  • Lessons
  • Item Dimensions
  • Storage Dimensions
  • Dimension Groups and Dimensions
  • Allocating Batch and Serial Numbers
  • Production Order Reservations
  • Marking
  • Trace Batch and Serial Number
  • Inventory Dimensions and Multisite
  • Define item and storage inventory dimensions
  • Describe the use of serial or batch numbers to track and control manufactured items
  • Use inventory reservations in production
  • Understand inventory marking
  • Describe inventory trace functions
  • Use inventory dimensions when working with multiple operational sites
  • Module 3: Subcontractor Work
  • This lesson describes how to set up and work with BOM lines, purchase orders, production orders, and operations when subcontractors are used in the production process.
  • Lessons
  • BOM Line Types
  • Purchase Orders
  • Production Orders
  • Operations
  • Lab: Create Work Center Group with Work Center of Type Vendor
  • Lab: Purchase Items for BOM from Subcontractor
  • Lab: Use a Subcontractor to Produce an Item in the BOM
  • Describe working with BOM line type vendor when using subcontractors
  • Generate purchase orders to a supplier when on-hand inventory is insufficient
  • Create a vendor production order
  • Set up work centers and groups for the vendor
  • Module 4: Advanced Production Scheduling
  • This lesson provides more detail about the advanced optional production scheduling settings, including properties, efficiencies, task groups and route groups.
  • Lessons
  • Production Groups
  • Production Pools
  • Properties
  • Task Groups
  • Route Groups
  • Priority Scheduling
  • Splitting a Production Order
  • Lab: Set Properties on Items and Work Centers
  • Lab: Create Task Groups
  • Lab: Configure a Production Pool and Assign a Production Order
  • After completing this module, students will be able to:
  • Configure production groups to establish relationships between production orders and ledger accounts
  • Describe how to use production pools to monitor production orders in specific categories
  • Set up properties to guide production orders to run under special times and conditions on the working time template
  • Attach properties to work centers
  • Set up task groups to schedule production on alternative work centers
  • Create route groups and attach them to operations on the route
  • Use the various scheduling methods and distinguish between operations and job scheduling
  • Split a production order
  • Module 5: Scrap and Waste
  • This lesson describes the management of constant and variable scrap settings that can be placed on the BOM, work centers and routes.
  • Lessons
  • BOM Scrap
  • Work Center Scrap
  • Route Scrap
  • Costing of Scrap/Waste
  • Lab: Add BOM Scrap and Run Calculations
  • Lab: Set Scrap Percentages on a Route
  • After completing this module, students will be able to:
  • Set up BOM scrap percentages
  • Set up scrap percentages on work centers
  • Set up scrap percentages for each operation in the production routes
  • Describe the costing of scrap
  • Module 6: General Ledger and the Production Series
  • This lesson provides an overview of the different settings that can be used to determine how item costs are posted to the general ledger.
  • Lessons
  • Production Life Cycle Review
  • Ledger Settings
  • Production Journals
  • Posting Profile in Production Groups
  • Production Cost Overview
  • End Production Orders
  • Lab: End a Production Order
  • Describe the steps of the production life cycle
  • Describe production order ledger setting options and define default ledger settings in production parameters
  • Use production journals to report consumption to the general ledger
  • Assign ledger settings for production groups
  • Analyze actual and estimated costs of production orders and current production activities
  • Module 7: Manufacturing Strategies
  • This lesson provides a high level conceptual overview of a number of manufacturing strategies, including a brief description of how Enterprise Portal and Product Builder can be employed.
  • Lessons
  • Configure to Order
  • Make to Order
  • Assemble to Order
  • Make to Stock
  • Repetitive Manufacturing
  • Job Shop
  • Make to Contract
  • Engineer to Order
  • After completing this module, students will be able to:
  • Describe the various manufacturing strategies including configure-to-order, make-to-order, assemble-to-order, make-to-stock, repetitive manufacturing, job shops, make-to-contract and engineer-to-order
  • Describe how Enterprise Portal and Production Builder can be used
  • Module 8: Implementing Production Series
  • This lesson is an overview of how the Production module is implemented. It places the implementation in context and among other things reviews the sequential setup of BOMs, work centers, routes, operations and multisite.
  • Lessons
  • Setup and Interconnectivity
  • Implementing Production Checklist
  • Setting up Production Parameters
  • Modifying Data Types
  • Setting up Item and BOM Tables
  • Setting up Work Centers
  • Setting up Operations and Routes
  • Multisite
  • Describe the interconnectivity of the production module with other modules
  • Describe the main elements of the production implementation checklist
  • Set up production parameters
  • Modify data types used by the production series
  • Set up item groups, items and BOMs
  • Create working time templates, calendars, work center groups and work centers
  • Set up operations and routes
  • Describe the process of activating multisite functionality
80021A: Master Planning in Microsoft Dynamics AX 2009 (2 days)    More on this course...
  • Learn master planning module
  • Describe the main concepts of Master planning in Microsoft Dynamics AX
  • Distinguish between Forecast scheduling and Master scheduling
  • Distinguish between a local and a global master plan
  • Understand how the Master planning module fits into a workflow
  • Understand how to set up the Master planning modules and the integrated settings that are mandatory and optional
  • Define settings in Master plans form and Master planning parameters form
  • Run a Master schedule and understand the results
  • Understand the difference between one and two Master plan strategy
  • Set up coverage rules per item
  • Specify detailed coverage information
  • Understand the concept of warehouses in master planning
  • Knowledge of minimum- and maximum keys
  • Use the safety stock journal
  • Set up item allocation keys
  • Set up period allocation keys
  • Create sales and purchase forecasts
  • Run forecast scheduling
  • Understand how the forecast is effected by reduction keys or open sales orders
  • Understand the overall Intercompany master scheduling process
  • Understand the overall Multisite master scheduling process.
  • Module 1: Master Planning Overview
  • Lessons
  • Master planning Overview
  • Forecast scheduling and Master scheduling
  • Global and local Master scheduling
  • Master planning on multiple sites
  • Example of a workflow
  • Lab: Test Your Knowledge
  • Purpose of Master planning
  • Local Master scheduling
  • Difference between Master planning and Forecast planning
  • Difference between Static and Dynamic plans
  • Module 2: Master Plans, Parameters and Planned Orders
  • Lessons
  • Overview of plan input and output
  • Preliminary considerations
  • Understanding the overall workflow
  • Master plan form
  • Operations and job scheduling
  • Static and dynamic master plans
  • Master scheduling principles
  • Master planning parameters form
  • Master scheduling results
  • Lab: Test Your Knowledge and Labs
  • Preliminary considerations
  • Process for setting up the Master planning module
  • Settings on Master planning parameters form
  • Master planning principles
  • Results of master scheduling
  • Run Master scheduling with Sales orders
  • Module 3: Coverage Groups
  • Lessons
  • Posting Groups
  • G/L Account Cards
  • The Chart of Accounts Window
  • Module 4: Coverage Settings
  • Lessons
  • Introduction to detailed coverage settings on items
  • Coverage settings in the Item details form
  • Item coverage fields relevant to coverage settings
  • Minimum/Maximum keys
  • Item coverage setup
  • Warehouses
  • Safety stock journal
  • Module 5: Forecast Plans
  • Lessons
  • Forecast scheduling
  • Forecast models
  • Forecast plan
  • Enter the forecast line
  • The scheduling process and the result
  • Item allocation keys
  • Period allocation keys
  • Reduction keys
  • Lab: Create a Period Allocation Key
  • Lab: Create an Item Allocation Key
  • Lab: Create a Sales Forecast
  • Module 6: Intercompany
  • Lessons
  • Intercompany scheduling
  • Multisite
  • Lab: Test Your Knowledge and Example
  • Example: Master planning across sites Set up and run Intercompany scheduling on three example companies
  • How Master scheduling handles Intercompany
  • What parameters are specified when Intercompany Master scheduling is run
  • The main areas of Multisite relevant to Master scheduling
  • The general results of an MRP run in Multisite environment
80020: Introduction to Microsoft Dynamics AX 2009 (2 days)    More on this course...
  • Explain the benefits of Microsoft Dynamics AX 2009 architecture.
  • Describe the module integration and key features of Microsoft Dynamics AX 2009.
  • Log on and maneuver within Microsoft Dynamics AX 2009 windows and help system, and use keyboard shortcuts.
  • Create users and user groups.
  • Define parameters for the user log.
  • Monitor client and server activity in Microsoft Dynamics AX 2009.
  • Validate user input for fields, controls, and forms.
  • Create number sequences and define parameters on number sequences.
  • View references and history.
  • Create company accounts and set up company information.
  • Create domains.
  • Create table collections and enable table data sharing across companies.
  • Export and import data from and to Microsoft Dynamics AX 2009.
  • Use the Tools menu to access data and customize views.
  • Use the Command menu to access system features including hide and show, restore, setup, alert rules, and delete and edit records.
  • Perform a single computer installation of Microsoft Dynamics AX 2009.
  • Modify a list using MorphX.
  • Use Enterprise Portal to enter a sales order.
  • Access SQL data tables.
  • Describe Microsoft Dynamics AX 2009 integration to other Microsoft applications including Microsoft Outlook.
  • Module 1: Introduction to Microsoft Dynamics AX 2009
    1. Microsoft Dynamics AX 2009 Technology
    2. Financials
    3. Supply Chain Management
    4. Project Accounting
    5. Customer Relationship Management
  • Module 2: Functionality Demonstrations
    1. Enter a Sales Quote
    2. Customize the Order with Product Builder
    3. Check the Item Availability
    4. Convert the Quotation to the Sales Order
    5. Run Master Scheduling
    6. Produce the Custom Item
    7. Purchase Needed Parts
    8. Ship the Order
    9. Send an Invoice for the Order
    10. Check the Amount Invoiced
    11. Post Payment
    12. Apply Payment
    13. Check the Account to Verify Posting
  • Module 3: Navigate User Interface
    1. Navigate Microsoft Dynamics AX 2009
    2. Configure Menus
    3. Exploring the Help System
    4. Role Center Use in Microsoft Dynamics AX 2009
  • Module 4: Set up Users
    1. Set up Users
    2. Install User Role Center
    3. Set Password Parameters
    4. Monitor Client and Server Activity
  • Module 5: Set Up Number Sequences
    1. Create Number Sequences
    2. Set Individual Parameters
    3. View Number Sequence References
    4. View Number Sequence History
  • Module 6: Set up Company Accounts
    1. Create Domains
    2. Create Table Collections
    3. Create Company Accounts
    4. Create Virtual Company Accounts
    5. Set up Company Information
    6. Enter Company Information
    7. Import and Export Data
  • Module 7: Work with Tools Menu
    1. Tools Menu Overview
    2. Set User Options
  • Module 8: Work with Command Menu
    1. Command Menu Overview
    2. Use Setup Feature
    3. Use Hide/Show Features
    4. Create Alert Rules
    5. View Record Information
    6. Mark Records
    7. Use Document Handling Feature
    8. Delete Records
  • Module 9: Understand Cross-Over Features
    1. Microsoft MorphX
    2. Using Enterprise Portal
    3. Access SQL Data Tables
    4. Integration with Other Microsoft Applications
    5. Using Workflows
80019: Installation and Configuration of Microsoft Dynamics AX 2009 Accelerated (2 days)    More on this course...
  • Identify the primary components that support Microsoft Dynamics AX 2009, including the Microsoft SQL Server database, Application File Server, Application Object Server, Microsoft Dynamics AX 2009, Microsoft SQL Server, Microsoft SQL Server Reporting Services, Microsoft SQL Analysis Server, Internet Information Services, SharePoint Services, and Active Directory.
  • Identify the Hardware and Software requirements for the various Microsoft Dynamics AX 2009 deployment scenarios.
  • Recognize the requirements that must be in place prior to installing Microsoft Dynamics AX 2009.
  • Complete the Installation procedures for the SQL Server database, Application File Server, Application Object Server, and Microsoft Dynamics AX 2009 Client for both the live and test environments.
  • Complete the Installation Checklist.
  • Complete several Post-installation tasks, including entering preliminary data in the core Microsoft Dynamics AX 2009 modules.
  • Configure Microsoft Dynamics AX 2009 to work between live, test, and development environments.
  • Import data into Microsoft Dynamics AX 2009.
  • Microsoft Dynamics AX 2009 Overview
    1. Installation Improvements.
    2. Database Improvements.
    3. Server Improvements.
    4. Application Object Server Improvements.
    5. Client Improvements.
  • Planning Microsoft Dynamics AX 2009
    1. Core Computer Roles.
    2. Plan System Topology.
    3. Plan Hardware and Software.
    4. Staff Skills Review.
  • Installing a Development System
    1. Single Computer Install of Microsoft Dynamics AX 2009.
    2. Multiple Microsoft Dynamics AX 2009 Instances.
    3. Manage a New Microsoft Dynamics AX 2009 AOS Instance.
    4. Point a Client to a Microsoft Dynamics AX 2009 Instance.
    5. Setup Version Control Server.
  • Installing a Core System
    1. Basic Setup Steps.
    2. Create SQL Database.
    3. Install Application File Server.
    4. Install Application Object Server.
    5. Clustering AOS with Network Load Balancing.
    6. Install Client.
    7. Start Microsoft Dynamics AX 2009.
  • Initializing Microsoft Dynamics AX 2009
    1. Running the Installation Checklist.
    2. Re-execute Installation Checklist.
    3. Run the Checklist without User Intervention.
  • Deploying Microsoft Dynamics AX 2009
    1. Modify Server and Client Configurations.
    2. Deploying Additional Clients.
    3. Migrating Data.
  • Installing and Deploying Enterprise Portal
    1. Describe the usage and purpose of the major components that comprise Enterprise Portal.
    2. Install and create and Enterprise Portal Web site.
  • Installing and Deploying Application Integration Framework
    1. Define the Application Integration Framework (AIF).
    2. Explain and describe the AIF functions and architecture.
    3. Use the terminology unique to AIF.
    4. Explain the application integration server requirements.
    5. Install the Application Integration Server Prerequisites.
    6. Install the Microsoft Dynamics AX 2009 application integration server.
    7. Configure IIS for use with AIF.
  • Install Microsoft Dynamics AX 2009 Reporting
    1. Explain the reporting features in Microsoft Dynamics AX 2009.
    2. Install Microsoft SQL Server 2005 Reporting Services.
    3. Install online analytical processing (OLAP).
    4. Install Microsoft Dynamics AX standard reports.
  • Installing and Deploying Workflow
    1. Describe the prerequisites for installing and configuring Workflow.
    2. Install Workflow.
8635A: Bill of Material in Microsoft Dynamics AX 4.0 (2 days)    More on this course...
  • Describe Microsoft Dynamics AX 4.0 Bill of Materials concepts, forms, and functionality
  • Outline the standard BOM creation processes
  • Create and edit simple BOMs
  • Explain the concepts, purposes, and processes of BOM versions
  • Describe and create quantity-dependent BOMs
  • Explain the purpose and use of BOM and Item configurations
  • Outline the BOM calculation structure, including its set up and processing
  • Create sales orders from configurable BOMs
  • Set up and describe constant and variable scrap on the BOM
  • Explain and set up measurement configuration on the BOM
  • Outline the purpose and process of reporting a BOM as finished
  • Describe standard Microsoft Dynamics AX 4.0 BOM reports
  • Change and check BOMs
  • Sort BOM lines
  • Bill of Materials Overview
    1. General Overview
    2. BOM Relationships
    3. Bill of Material Concepts
    4. Features of BOMs in Microsoft Dynamics AX 4.0
    5. BOM Levels
    6. BOM Lines
    7. Bill of Material Form Overview
    8. Item Form
    9. BOM Form
    10. BOM Line Form
    11. BOM Designer Form
    12. Bill of Material Creation Process
  • Create Simple BOMs
    1. Create BOMs in the BOM form
    2. Create and Edit BOMs in the BOM Designer
    3. Using the BOM Designer from the BOM Form
    4. Editing BOMs using the BOM Designer
    5. Deleting BOM Component Lines in the BOM Designer
  • BOM Versions
    1. BOM Versions Overview
    2. Version Control Methods
    3. Active and Inactive Version Control
    4. Date and Quantity Version Control
    5. Create BOMs from the Item Form
    6. Activate BOM Versions
    7. Copy BOM Versions
    8. Copying BOM Versions
    9. Change a BOM Version
    10. BOM Versions and the BOM Form
    11. Create and Edit BOMs using the BOM Designer
    12. Using the BOM Designer from the Item Form
    13. Quantity Dependent BOMs
    14. Version-related Functionality
    15. Validity Dates of BOM Lines
    16. Sub-BOMs
  • BOM Configurations
    1. BOM Configurations
    2. Configuration Groups
    3. Creating Configuration Groups
    4. Multiple Configuration Groups
    5. Configuration Route
    6. Configuration Rules
    7. BOM Configuration Summary
    8. Item Configuration
    9. Item Configuration Setup Prerequisites
  • BOM Calculations
    1. BOM Calculation Structure
    2. Cost Groups, Profit Settings, and Calculation Groups
    3. Cost Groups
    4. Profit Settings
    5. Using the Cost Group Wizard
    6. Calculation Groups
    7. BOM Calculation Form
    8. Functional Differences
    9. BOM Calculation Form Buttons
    10. View BOM Calculations
    11. Summary Function
    12. Complete Function
    13. Cost and Sales Price Calculations
    14. Set up Cost and Sales Price Calculations
    15. Functional Differences
    16. Exclude BOMs and BOM Lines from Calculation
    17. Exclude BOMs from Calculation
    18. Exclude BOM Lines from Calculation
  • Sales Orders and BOMs
    1. Configurable BOMs and Sales Orders
    2. Viewing BOMs on a Sales Order
    3. View BOMs using the Composed of - Tree Form
    4. Setup Tab
    5. Changing BOM Components from the Sales Order
    6. Explode a BOM from a Sales Order
    7. Calculate BOMs from a Sales Order
    8. Transfer BOM Calculation Prices and Quantities
    9. Transfer Quantities
  • Scrap and Measurement
    1. BOM Scrap
    2. Specifying Scrap
    3. Scrap Setting on the BOM
    4. Scrap and Calculation
    5. BOM Measurement
    6. Setting up Measurement Configuration
    7. Rounding-up
    8. Measurement Settings
    9. Measurement Conversion Factors
  • Report a BOM as Finished
    1. Report a BOM as Finished
    2. Maximum Reported as Finished
    3. Sub-BOMs
    4. Report as Finished Process
    5. From the Periodic Folder
    6. From the Item Form
    7. From the BOM Journal
  • Reports and Other BOM Functionality
    1. Standard BOM Reports
    2. Lines Report
    3. Where-used Report
    4. Where-used Inquiry from the Item Form
    5. Where-used on BOM Lines
    6. BOM Calculation Report
    7. Other BOM Functionality
    8. Changing BOMs
    9. Checking BOMs
    10. Sorting BOM Lines
80219: Financials I in Microsoft Dynamics AX 2012 (3 days)    More on this course...
  • Set up General Ledger.
  • Set up a Chart of Accounts.
  • Set up Journals.
  • Enter General Ledger Transactions.
  • Set up Sales Tax Components.
  • Set up Reason Codes and use the Fill Utility.
  • Set up Bank Accounts and Bank Parameters.
  • Enter Bank Transactions.
  • Set up Accounts Payable.
  • Enter Accounts Payable Transactions.
  • Set up Accounts Receivable.
  • Enter Accounts Receivable Transaction.
  • General Ledger Setup
    1. Currency and Exchange Rate Setup
    2. Periods and Fiscal Year Setup
    3. Date Intervals
    4. Reason Codes
    5. Financial Dimensions
    6. Financial Dimension Sets
    7. Period Allocations
  • Chart of Accounts Setup
    1. Main Account Categories
    2. Chart of Accounts
    3. Main Account Information
    4. Main Account Administration Information
    5. Main Account Setup Information
    6. Configuring Account Structures
    7. Advanced Rules
    8. Ledger Setup
    9. Accounts for Automatic Transactions
    10. Inquiries and Reports Related to the Chart of Accounts
  • Journal Setup
    1. Journal Setup
    2. Journal Controls
    3. Journal Descriptions
    4. Balance Control Accounts
    5. General Ledger Parameters
  • General Ledger Daily Procedures
    1. General Ledger Journals
    2. Enter General Ledger Transactions
    3. Posting Multiple Journals
    4. Approval Journals
    5. Gathering Data for an Approval Journal
    6. Voucher Templates
    7. Periodic Journals
    8. General Ledger Transaction Reversal
    9. Reversing Entries - General Journal
    10. Inquire and View Reports on Daily Journal Transactions
  • Sales Tax Setup
    1. Sales Tax Overview
    2. Ledger Posting Groups
    3. Sales Tax Authorities
    4. Sales Tax Settlement Periods
    5. Sales Tax Codes
    6. Sales Tax Code Intervals
    7. Sales Tax Groups
    8. Item Sales Tax Groups
    9. Sales Tax Jurisdictions
    10. Sales Tax Transactions
    11. Sales Tax Exemption
    12. Withholding Sales Tax
  • Financial Features
    1. Financial Reason Codes
    2. Fill Utility
  • Cash and Bank Management Setup
    1. Bank Transaction Types
    2. Bank Transaction Groups
    3. Cash and Bank Management Parameters
    4. Payment Purpose Codes
    5. Bank Groups
    6. Bank Accounts
    7. Check Layout
  • Cash and Bank Management Daily Procedures
    1. Create Checks
    2. Delete a Check
    3. Deposit Slips
    4. Void Unposted Checks
    5. Refund Checks
    6. Bank Remittance
    7. Payment Reversal
    8. Reconcile a Bank Account
  • Accounts Payable Setup
    1. Payment Schedule
    2. Terms of Payment
    3. Payment Days
    4. Cash Discounts
    5. Payment Fee
    6. Methods of Payment
    7. Vendor Groups
    8. Accounts Payable Posting Profiles
    9. Accounts Payable Vendors
  • Accounts Payable Daily Procedures
    1. Invoice Journals in Accounts Payable
    2. Invoice Register
    3. Invoice Approval Journal
    4. Vendor Invoice Pool Excluding Posting Details
    5. Invoice Journal
    6. Voucher Template
    7. Payment Journals
    8. Prepayments
    9. Invoice Matching
    10. Charges to Purchase Order Invoices
    11. Edit Open Transactions
    12. Reverse a Closed Transaction
    13. Print Management
  • Accounts Receivable Setup
    1. Payment Schedule
    2. Terms of Payment
    3. Payment Days
    4. Cash Discounts
    5. Payment Fee
    6. Methods of Payment
    7. Customer Groups
    8. Accounts Receivable Posting Profiles
    9. Accounts Receivable Customers
  • Accounts Receivable Daily Procedures
    1. Free Text Invoice - Description and Usage
    2. Payment Journals
    3. Edit Open Transactions
    4. Placing an Accounts Receivable Transaction on Hold
    5. Reverse Settlements
    6. Reimburse a Customer
    7. Reason Codes
    8. Print Management
80220: Financials II in Microsoft Dynamics AX 2012 (3 days)    More on this course...
  • Set up Basic Budgeting and configure Budget Controls.
  • Enter Budget Data.
  • Define an Encumbrance and complete year-end Commitments.
  • Set up Cash Flow Forecasting and create and calculate Cash Flow transactions.
  • Set up and run Foreign Currency Revaluation.
  • Set up and process Advanced Payments.
  • Set up Intercompany Accounting and post and trace Intercompany transactions.
  • Set up Consolidation and Subsidiary Companies.
  • Print Customer Statements, process Collection Letters, set up Interest Codes and calculate Interest.
  • Define Workflows and create financial module Approvals.
  • Complete Year-End steps and procedures.
  • Create and print Financial Statements.
  • Budgeting
    1. Budgeting Overview
    2. Basic Budgeting Setup
    3. Budget Control
    4. Configuring Budget Control
  • Use and Manage Budgets
    1. Budget Amounts
    2. Using Budget Control
    3. Budget Reporting and Inquiries
    4. Budget Transaction Web Services
    5. Integrated Budgeting
    6. Transfer Budgets To and From General Ledger
  • Commitment Accounting
    1. Defining Purchase Order Encumbrances
    2. Setting Up Encumbrances
    3. Purchase Order Encumbrance Transactions
    4. Encumbrance Year-End Process
  • Cash Flow Management
    1. Relationship of Cash Flow to Other Modules
    2. Set Up Cash Flow Forecasting
    3. Define a Cash Flow Forecast Budget Model
    4. Create Cash Flow Transactions
    5. Calculate Cash Flow Transactions
  • Multicurrency
    1. Setup
    2. Foreign Currency Revaluation
    3. Accounts Receivable and Accounts Payable Exchange Rate Adjustments
  • Advanced Payments
    1. Bridging Accounts
    2. Electronic Vendor Payments
    3. Electronic Customer Payments
    4. Centralized Payments
    5. Prepayments (Deposits)
    6. Bill of Exchange Administration
    7. Ledger Accrual
  • Intercompany Accounting
    1. Post Intercompany Transactions
    2. Intercompany Posting Setup
    3. Post an Intercompany Transaction
    4. Trace an Intercompany Entry
  • Consolidations
    1. Set Up a Consolidation Company
    2. Set Up a Subsidiary Company
    3. Perform a Consolidation
    4. Consolidations Inquiry
    5. View and Delete Consolidation Transactions
    6. Intercompany Eliminations
  • Collections Management
    1. Customer Account Statement
    2. Set Up Collection Letters
    3. Process Collection Letters
    4. Set Up Interest Codes
    5. Calculate Interest
    6. Managing Collections and Collection Agents
    7. View and Manage Collections Information
    8. Advanced Collections Management Tasks
  • Financial Workflows
    1. Workflow Types
    2. Workflow Configurations
    3. Workflow Approvals
    4. General Ledger Workflow
    5. Accounts Payable Workflow
    6. Accounts Receivable Workflow
    7. Managing Workflows
  • Year-End Close
    1. Create a New Fiscal Year
    2. Control Transactions in a Closing Period
    3. Create and Post a Closing Sheet
    4. Transfer Opening Balances
  • Financial Statements
    1. Financial Statement Setup
    2. Financial Statement Row Definition
    3. Financial Statement Column Definition
    4. Print a Financial Statement
    5. Create a Balance Sheet
    6. Dimension Reports
    7. XBRL Taxonomy
80309: Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics (3 days)    More on this course...
  • Explain the process manufacturing features and create the setups at the released products level.
  • Explain a formula item and how it differs from a Bill of Material (BOM) item.
  • Create a product at the enterprise level.
  • Configure setups at the released product level.
  • Create and apply a product template.
  • Describe production types that are defined for any item, at the released product level.
  • Know the difference between a formula item and a planning item.
  • Define the formula lines and versions.
  • Explain the use of a formula and a route in multisite production scenario.
  • Explain the features and structural elements of the formula.
  • Define a formula level with an example of a formula at multiple levels.
  • Define a formula at multiple sites.
  • Define formula line types.
  • Describe the formula features in formula lines.
  • Describe different access methods to create and maintain a formula.
  • Define different version control methods available in formula management.
  • Describe how to copy a formula from other formula versions.
  • Modify a formula version by changing the yield percentage or formula size.
  • Define the steps to edit a formula using the formula designer.
  • Create a formula version using scalable and percentage controlled options in the formula lines.
  • Describe how to use a plan group to substitute items in formula lines.
  • Setup step consumption and its use in batch order processing and in a formula calculation.
  • Describe batch order costing.
  • Explain the prerequisites for formula calculation.
  • Explain the steps to create and activate item prices.
  • Calculate a cost price and sales price using a formula calculation.
  • Describe the enhancements in a formula calculation relating to the process manufacturing.
  • Estimate a cost price and sales price in a batch order and sales order.
  • Explain the stages of the batch order life cycle.
  • Explain how a batch order can be processed using the Manufacturing Execution System (MES).
  • Define the setup and report an unplanned co-product and by-product in a batch order.
  • Explain a rework batch order and the steps to process a rework batch order.
  • Define the process manufacturing functionalities adhering to master planning.
  • Explain multisite planning and its prerequisites.
  • Perform Master Planning across the sites within a legal entity.
  • Describe intercompany planning and create the required setups.
  • Define downstream source plans in master plans.
  • Describe key transactions that trigger multi company planning.
  • Describe methods to create intercompany sales orders.
  • Define co-products and their prerequisites for planning.
  • Plan co-products using a planning item.
  • Plan co-products with a formula item.
  • Explain the purpose and benefits of containerized packaging.
  • Create bulk item conversion.
  • Create formula for the packed product with reference of bulk item.
  • Firm and consolidate the planned orders associated to a bulk item and packed product in the Planned order form.
  • Process the bulk and packed order and review the inventory.
  • Add and remove the bulk or packed order in the Consolidated batch orders form.
  • Define the setup for creating a Catch Weight (CW) item.
  • Create an inventory transaction with a partial visibility catch weight item.
  • Create an inventory transaction with a full visibility catch weight item.
  • Explain the use of catch weight in different transactions.
  • Define a batch disposition code and its related setups.
  • Define setup to integrate a batch disposition code with quality management.
  • Configure a batch disposition code associated to partial or full blocking of inventory.
  • Reset a disposition code for inventory batches manually.
  • Define shelf life and its related setups.
  • Configure the shelf life at the released product level.
  • Reserve inventory batches using the shelf life setup.
  • Explain the same batch reservation and its need for master planning.
  • Explain batch attributes and setups.
  • Create a batch attribute for an item.
  • Assign product specific and customer specific batch attributes.
  • Reserve batches by batch attributes.
  • Update inventory batch attribute manually.
  • Update inventory batch attribute automatically using quality order
  • Explain the batch attribute groups.
  • Explain AVL and define its related setups.
  • Define item-vendor relationship and its period of validity.
  • Inquire and validate an approved vendor list in different forms.
  • Explain the necessity for a vendor batch update and its required setup.
  • Perform a purchase registration with a vendor batch update.
  • Define commodity pricing and its purpose.
  • Define the setups required for commodity pricing.
  • Setup the pricing calculation for commodity items.
  • Create price and margin data for a formula item.
  • View the commodity price calculation and update it in the trade agreement.
  • Define product compliance and configure its necessary setups in Inventory and warehouse management.
  • Associate product compliance setups for a specific item at the released products level.
  • Update the product safety data sheet for a specific item at the released product level.
  • Validate the product safety compliance data sheet during purchase and sales order processing.
  • Explain rebates and their setup.
  • Create item rebate groups and customer rebate groups.
  • Create a rebate agreements to a customer.
  • Process rebates to a customer.
  • Define the setup relating to advanced warehouse management for catch weight products.
  • Perform pallet transport for an inbound warehouse management process in catch weight unit
  • Describe the setups for reservation in process manufacturing
  • Containerized Packaging
    1. Containerized Packaging
    2. Setup for Containerized Packaging
    3. Firm and Consolidate the Planned Batch Order
    4. Add or Remove the Batch Order from the Consolidated Batch Order
  • Catch Weight
    1. Pre-conditions for a Catch Weight Item
    2. Partial Visibility Catch Weight Item
    3. Full Visibility Catch Weight Item
    4. Use of Catch Weight in Different Transactions
  • Lot and Batch Control
    1. Batch Disposition Code
    2. Shelf Life Management
    3. Same Batch Reservation
  • Batch Attributes
    1. Batch Attributes
    2. Create a Batch Attribute in Inventory and Warehouse Management
    3. Batch Attributes by Product Specific and Customer Specific
    4. Batch Attribute Groups
  • Vendor Information
    1. Approved Vendor List
    2. Approved Vendor List in Released Products Form
    3. Validate the Approved Vendor Check in Various Forms
    4. Vendor Batch Update
  • Commodity Pricing
    1. Commodity Pricing
  • Product Compliance
    1. Product Compliance and its Setup
    2. Associate Product Compliance to Released Products
    3. Validate the Product Safety Data Sheet Information in Purchase and Sales Orders
    4. Same Batch Reservation
  • Rebates
    1. Rebates
    2. Rebate Agreements
    3. Rebates Process Cycle
  • Integration with Advanced Warehouse Management
    1. Catch Weight in Advanced Warehouse Management Functions
    2. Reservation in Advanced Warehouse Management for Process Manufacturing
80338: Microsoft Dynamics AX 2012 Public Sector - Financials (2 days)    More on this course...
  • Describe the features of Microsoft Dynamics AX 2012 Public Sector.
  • Set up the account structures and financial dimensions for the organization.
  • Perform financial budget-related activities in the Budgeting module.
  • Perform activities related to commitment accounting, transactions, and line amounts in the General ledger module.
  • Perform activities related to purchases, invoices, and vendor details in the Procurement and sourcing and Accounts payable modules.
  • Perform activities related to payments due in the Accounts receivable module.
  • Perform project accounting activities in the Project management and accounting module.
  • Describe Role Centers and generate public sector-related reports.
  • Overview
    1. Introduction
    2. Public Sector Requirements
    3. Microsoft Dynamics AX 2012 Public Sector Features
    4. Microsoft Dynamics AX 2012 Public Sector License
    5. Describe the requirements of the public sector industry.
    6. Describe features of Microsoft Dynamics AX 2012 Public Sector.
    7. Verify the Microsoft Dynamics AX 2012 Public Sector license.
  • Account Setup
    1. Introduction
    2. Overview of General Ledger Setup
    3. Configure Account Structures
    4. Create Financial Dimensions
    5. Set Up a Chart of Accounts
  • Budgeting
    1. Introduction
    2. Budgeting Overview
    3. Configure Budget Control
    4. Create an Original Budget
    5. Work with Budgets
    6. Use Budget Control
    7. Process a Provisional Budget
    8. Process an Apportionment Budget
    9. Budget Reporting
  • General Ledger
    1. Introduction
    2. Distribute Line Amounts across Ledger Accounts
    3. Advanced Ledger Entries
    4. Commitment Accounting
    5. Perform Encumbrance Year-End Processes
    6. Perform General Ledger Year-End Processes
  • Procurement and Accounts Payable
    1. Introduction
    2. Manage Purchase Agreements
    3. Manage Unplanned Purchases
    4. Purchase Order Year-End Processing
    5. Invoice a Purchase Agreement without a Release Order
    6. Track and Report 1099 Information
    7. Assign a New DUNS+4 Number
    8. Disburse Invoice Payments to Multiple Vendor Bank Accounts
  • Accounts Receivable
    1. Introduction
    2. Set Up Billing Codes
    3. Set Up Billing Classifications
    4. Process Free Text Invoices by Billing Classification
    5. Process Recurring Invoices by Billing Classification
    6. Process Payments by Billing Classification
    7. Process Dunning Documents by Billing Classification
    8. Process Settlements in a Pooled Cash Setup
    9. Add Customer Attributes
  • Project Accounting
    1. Introduction
    2. Perform Project Budget Control
    3. Manage Grants
    4. Manage Multiple Funding Sources
  • Role Centers and Reports
    1. Introduction
    2. Role Centers
    3. Generate Accounts Receivable Reports
    4. Generate Customer Reports
    5. Generate Payment Approval Report
    6. Generate Budget Control Reports
    7. Perform Financial Analysis with Derived Financial Hierarchies
80310: LEAN Manufacturing in Microsoft Dynamics AX 2012 (4 days)    More on this course...
  • Describe the core concepts of Lean manufacturing.
  • Create a new production flow version and describe activity relations and constraints, picking activities and costing implications.
  • Define Kanbans and describe their types including: withdrawal, fixed quantity, event, scheduled and subcontracting Kanbans.
  • Explain how fixed quantity Kanbans are used including how to set up rules, review planning processes, and use the Kanban schedule board.
  • Describe how event Kanbans are used including how to configure rules, set up sales line events, Kanban line events, BOM line events and stock replenishment events.
  • Describe the processes associated with the planned order type Kanban.
  • Define and setup activity based subcontracting.
  • Describe production flow costing including: back flushing, conversion costs, cost reporting to the general ledger, and how production costing is set up for a Kanban job based on subcontracting activity.
  • Define how to set up and configure Kanban quantity calculation policies and how to create quantity calculations to generate and update Kanban rules.
  • Concepts and Overview
    1. Objectives
    2. Introduction
    3. Core Concepts
    4. The Value Stream
    5. Introduction to Production Flows
    6. Introduction to Kanbans
    7. Simple Production Flow
    8. High Level Production Flow
    9. etup and Interconnectivity
    10. Summary
    11. Test Your Knowledge
    12. Quick Interaction: Lessons Learned
    13. Solutions
  • Production Flows
    1. Objectives
    2. Introduction
    3. Production Flow Versions
    4. Takt and Cycle Times
    5. Activities Setup
    6. Single Transfer Activity Production Flow
    7. Two Activity Production Flow: Process and Transfer
    8. Activity Relations
    9. Multiple Activity Scenarios
    10. Inventory Integration
    11. Semi-Finished
    12. Costing Implications
    13. Summary
    14. Test Your Knowledge
    15. Quick Interaction: Lessons Learned
    16. Solutions
  • Use and Manage Kanbans
    1. Objectives
    2. Introduction
    3. Kanban Types
    4. Kanban Replenishment Strategies
    5. Subcontracting Activities and Manufacturing Kanbans
    6. Summary
    7. Test Your Knowledge
    8. Quick Interaction: Lessons Learned
    9. Solutions
  • Fixed Quantity Kanbans
    1. Objectives
    2. Introduction
    3. Kanban Rule Setup
    4. Kanban Job Planning
    5. Kanban Printing
    6. Kanban Processing - Process Jobs
    7. Kanban Processing - Transfer Jobs
    8. Summary
    9. Test Your Knowledge
    10. Quick Interaction: Lessons Learned
    11. Solutions
  • Event Kanbans
    1. Objectives
    2. Introduction
    3. Kanban Rule Setup
    4. Sales Line Events
    5. Capable to Promise
    6. Kanban Line Event
    7. BOM Line Event
    8. Stock Replenishment Event
    9. Summary
    10. Test Your Knowledge
    11. Quick Interaction: Lessons Learned
    12. Solutions
  • Scheduled Kanbans
    1. Objectives
    2. Introduction
    3. Planned Orders of Type Kanban
    4. Supply Schedule
    5. Kanban Rule Setup
    6. Planning Scheduled Kanbans
    7. Summary
    8. Test Your Knowledge
    9. Quick Interaction: Lessons Learned
    10. Solutions
  • Activity Based Subcontracting
    1. Objectives
    2. Introduction
    3. Subcontracting Vendor Payments
    4. Resource Group/Work Cell
    5. Production Flow with Subcontracting Activities
    6. Subcontracting as an Alternate Resouce
    7. Cost Accounting of Subcontracted Services
    8. Summary
    9. Test Your Knowledge
    10. Quick Interaction: Lessons Learned
    11. Solutions
  • Production Flow Costing
    1. Objectives
    2. Introduction
    3. Backflush Costing
    4. Standard Cost Requirement
    5. Components for Lean Manufacturing
    6. Reporting Production Flow Activities
    7. Subcontracting
    8. Backflush Costing
    9. Summary
    10. Test Your Knowledge
    11. Quick Interaction: Lessons Learned
    12. Solutions
  • Kanban Quantity Calculations
    1. Objectives
    2. Introduction
    3. Kanban Quantity Calculation Policies
    4. Calculating Kanban Quantities
    5. Summary
    6. Test Your Knowledge
    7. Quick Interaction: Lessons Learned
    8. Solutions
80303: Development I in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • Describe the basic features of Microsoft Dynamics AX 2012.
  • Review basic form navigation.
  • Review the architecture of Microsoft Dynamics AX 2012.
  • Describe the options for making development changes in Microsoft Dynamics AX 2012.
  • Describe the theory of Model Driven Architecture in Microsoft Dynamics AX 2012.
  • Review licensing and configuration.
  • Explain the MorphX development environment and the Application Object Tree.
  • Design tables using MorphX.
  • Describe the different data types within Microsoft Dynamics AX.
  • Create a new table.
  • Learn how to create and modify indexes using MorphX.
  • Describe relations on Microsoft Dynamics AX tables.
  • Learn how to create and modify Enumerated data types.
  • Learn how to create and modify views.
  • Design and build Forms in Microsoft Dynamics AX.
  • Join two data sources on a form.
  • Create customized menus and menu items.
  • Create a form using form templates.
  • Know the components of a list page.
  • Create a new FactBox.
  • Describe the elements of Role Based Security in Microsoft Dynamics AX.
  • Setup a new user.
  • Assign roles to a user.
  • Assign a security role to a user.
  • Edit duties assigned to a role.
  • Edit privileges assigned to a duty.
  • Edit permissions assigned to a privilege.
  • Search for roles with access to a menu item
  • Architecture
    1. Introduction
    2. Features of Microsoft Dynamics AX
    3. Architecture
    4. Development Environment
    5. Model Driven Architecture
    6. Licensing and Configuration
  • Data Dictionary
    1. Introduction
    2. MorphX and the Application Object Tree
    3. Tables
    4. Data Types: Primitive and Extended
    5. Creating Tables
    6. Indexes
    7. Relations
    8. Base Enumerations
    9. Views
  • User Interfaces
    1. Introduction
    2. Forms
    3. Joining Data Sources
    4. Menus Items
    5. Form Templates
    6. List Pages
    7. FactBoxes
  • Security
    1. Introduction
    2. Definitions
    3. Set Up a New User
    4. Assign a User to a Role
    5. Change Duties on a Role
    6. Change Privileges on a Duty
    7. Assign a Permission to a Privilege
    8. Investigate Access
80221: Installation and Configuration for Microsoft Dynamics AX 2012 (3 days)    More on this course...
  • Review the main concepts of Installation and Configuration in Microsoft Dynamics AX 2012.
  • Discuss the architecture and requirements of Microsoft Dynamics AX 2012.
  • Install Microsoft Dynamics AX 2012.
  • Add users to Microsoft Dynamics AX 2012 and assign them to roles in the organization.
  • Understand the Microsoft Dynamics AX 2012 role based security architecture.
  • Describe architecture for Services and the Application Integration Framework.
  • Setup an inbound port using services.
  • Install services on IIS.
  • Explain the capabilities of workflow in Microsoft Dynamics AX 2012.
  • Configure an approval workflow.
  • Use the SQL Server Analysis Services Project Wizard.
  • Discuss the Microsoft Dynamics AX 2012 reporting architecture.
  • Deploy Microsoft Dynamics AX 2012 SQL Server Reporting Services reports.
  • Deploy and configure Enterprise Portal.
  • Manage Models in Microsoft Dynamics AX 2012.
  • Setup alerts, email, and batch processing in Microsoft Dynamics AX 2012.
  • Discuss the Microsoft Dynamics AX 2012 organization model at a high level.
  • Overview and Planning
    1. Overview
    2. Server Setup
    3. Domain Accounts
    4. Planning
    5. Architecture
    6. Planning Hardware and Software
    7. RAID Subsystem
    8. Disaster Recovery
    9. Staff Skills Review
    10. Naming Convention
    11. Components
  • Installation
    1. Setup Utility
    2. Install an Environment
    3. Perform a Single-Computer Installation
    4. Configuration Utilities
    5. Install Microsoft Dynamics AX in Silent Mode
    6. Office Add-Ins
    7. Initialization Checklist
  • Managing Users and Security
    1. Security Overview
    2. Authentication
    3. Adding Users
    4. Adding Active Directory Groups
    5. Role Based Security
    6. Extensible Data Security Framework
    7. Customizing Security
  • Services
    1. Services Overview
    2. Administration
    3. Integration and Planning
    4. Infrastructure and Deployment
    5. Troubleshoot and Monitor Services
    6. Security
  • Workflow
    1. General Features
    2. Architecture
    3. Create a Workflow
    4. Graphical Workflow Editor
    5. Configure an Approval Element
    6. Configure Decisions
    7. Configure a Parallel Activity
    8. Configure a Sub Workflow
    9. Configure Line-Item Workflows
    10. Configure Tasks
    11. Completing a Workflow Configuration
    12. Workflow Types
    13. Administration
    14. Inquiries and Reports
  • Analytics
    1. Cube Overview
    2. Installation and Deployment
    3. Configuration
    4. Security
  • Reporting
    1. Overview
    2. Planning Considerations for Reporting
    3. Batch Support
    4. Installation and Deployment
    5. Configure Report Servers
    6. Security Considerations
  • Enterprise Portal
    1. About Enterprise Portal
    2. Installation
    3. Security and Authentication
    4. Deployment
    5. Configuration and Administration
  • Administration
    1. Model Management
    2. System Monitoring
    3. System Administration
    4. Set Up and Manage Emails
    5. Set Up and Manage Batch Processing
    6. Set Up and Manage Alerts
  • Organization Model
    1. About Organizations and Organizational Hierarchies
    2. Plan the Organizational Hierarchy
    3. Working with Legal Entities
    4. Working with Operational Units
    5. Working with Organizational Hierarchies
    6. Organization Hierarchy Examples
80308: Procurement in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • Review the main concepts of Procurement and sourcing in Microsoft Dynamics AX 2012.
  • Create and manage products.
  • Describe the setup that is required and optional before creating vendors.
  • Create a new vendor.
  • Review various types of catalogs, including their usages.
  • Set up category hierarchies and work with procurement categories.
  • Work with procurement, vendor, and external catalogs.
  • Manage the request for quotation process.
  • Create, complete, and follow-up on purchase requisitions.
  • Set up purchasing parameters.
  • Create and process purchase orders.
  • Describe the change management process, and set up the system for change management.
  • Create and process vendor returns. Create and process purchase agreements.
  • Use the features of the Vendor Self-service Portal.
  • Manage transactions on the Procurement Order site.
  • Order products using the Employee Services site.
  • Define purchasing policy parameters.
  • Create and configure purchasing policies.
  • Describe the workflows available for procurement and sourcing.
  • Procurement Overview
    1. About Procurement and Sourcing
    2. Enterprise Portal Features
    3. Integration
    4. End-To-End Scenario
  • Product Information Management
    1. Introduction
    2. Defining Products
    3. Modeling Configurable Products
    4. Inventory Dimension Groups
    5. Authorizing Product Setup in a Legal Entity
    6. Finalizing Product Setup in a Legal Entity
  • Vendors
    1. Introduction
    2. Set Up for Vendors
    3. Create Vendors
    4. Vendor Tasks
    5. Vendor Reports and Inquiries
  • Catalogs
    1. About Catalogs
    2. Category Hierarchies
    3. Category Attributes
    4. Commodity Codes
    5. Procurement Category Management
    6. Procurement Catalogs
    7. Vendor Catalogs
    8. External Catalogs
    9. Catalog Comments
    10. Category Reports
  • Request for Quotation
    1. Introduction
    2. Set Up Request for Quotations
    3. Issue a Request for Quotation
    4. Follow-up on Request for Quotations
    5. Request for Quotation Replies
    6. Transfer Accepted Request for Quotation Replies
    7. Request for Quotation Reports and Inquiries
  • Purchase Requisitions
    1. Introduction
    2. About Purchase Requisitions
    3. Create Purchase Requisitions
    4. Complete a Purchase Requisition
    5. Follow-up on Purchase Requisitions
    6. Convert Purchase Requisitions to Purchase Orders
    7. Demand Consolidations
    8. Other Purchase Requisition Tasks
    9. Purchase Requisition Workflow
  • Purchase Orders
    1. Introduction
    2. Working with Purchase Orders
    3. Set Up Accounts Payable Parameters
    4. Create a Purchase Order
    5. Process a Purchase Order
    6. Change Management
    7. Purchase Order Tasks
    8. Purchase Order Inquiries and List Pages
  • Vendor Returns
    1. Introduction
    2. Create Vendor Returns
    3. Create Vendor Returns for Serialized Items
  • Purchase Agreements
    1. Purchase Agreements
  • Vendor Self-Service Portal
    1. Introduction
    2. Vendor Role Center
    3. Vendor Profiles
    4. Notifications
    5. Questionnaires
    6. Transactions
    7. Vendor Self-Service Portal Security
  • Procurement Order Site
    1. Introduction
    2. Purchase Requisitions
    3. Managing Purchase Information
    4. Product Receipt Confirmations
    5. Order Products on the Employee Services Site
  • Purchasing Policies and Signing Limits
    1. Introduction
    2. About Policies
    3. Purchasing Policy Set Up
    4. Create Purchasing Policies
    5. Configure Catalog Policy Rules
    6. Configure Category Access Policy Rules
    7. Configure Category Policy Rules
    8. Configure Purchase Requisition RFQ Rules
    9. Configure Purchase Requisition Control Rules
    10. Configure Purchase Order Creation and Demand Consolidation Rules
    11. Expenditure Reviewers
    12. Limits
  • Workflow
    1. Introduction
    2. About Workflow
    3. Procurement Catalog Workflows
    4. Purchasing Workflows
    5. Vendor Workflows
    6. Demonstration: Configure a Purchase Requisition Workflow
80305: Supply Chain Foundation in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • 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.
  • Overview
    1. Introduction
    2. Supply Chain
    3. Product Information Management
    4. Inventory Management
    5. Warehouse Management
    6. Quality Management
  • Product Information Management
    1. Introduction
    2. Defining Products
    3. Modeling Configurable Products
    4. Inventory Dimension Groups
    5. Authorizing Product Setup in a Legal Entity
    6. Finalizing Product Setup in a Legal Entity
    7. Default Order and Site Settings
    8. Item Pricing
    9. Unit of Measure
    10. Defining Products as Not Stocked
  • Inventory Management Setup
    1. Introduction
    2. Item Groups
    3. Item Model Groups
    4. Storage and Tracking Dimension Groups
    5. Warehouse Management
  • Purchase Orders
    1. Introduction
    2. Working with Purchase Orders
    3. Set up Purchasing Parameters
    4. Create a Purchase Order
    5. Process a Purchase Order
    6. Generate Purchase Order Documents
    7. Change Management
    8. Purchase Order Tasks
    9. Purchase Order Inquiries and List Pages
  • Serial and Batch Numbers
    1. Dimension Group â?? Tracking Dimensions
    2. Manual Allocation
    3. Automatic Allocation
    4. Tracing
  • Sales Orders
    1. Working with Sales Orders
    2. Sales Order Types
    3. Set Up Sales Parameters
    4. Creating a Sales Order
    5. Ship to Multiple Addresses
    6. Delivery Schedule
    7. Enhanced Delivery Date Control
    8. Available Ship and Receipt Dates
    9. Order Entry Deadlines
    10. Direct Delivery
    11. Generate a Sales Order Confirmation
    12. Generate a Sales Order Picking List
    13. Generate a Picking List Registration
    14. Generate a Sales Order Packing Slip
    15. Shipping Carrier Interface
  • Quality Management
    1. Introduction
    2. Set Up Quality Management Basics
    3. Set Up Automatic Quality Order Generation
    4. Create a Manual Quality Order
    5. Work with a Non Conformance
    6. Quality Reports and Certificates
  • Inventory Journals
    1. Introduction
    2. Inventory Journals Setup
    3. Inventory Adjustment and Movement Journals
    4. Transfer Journals
    5. Bill of Material Journals
    6. Counting Journals
    7. Counting Journal Setup
    8. Creating and Processing a Counting Journal
    9. Tag Counting Journals
    10. Inventory Blocking
80300: Introduction to Microsoft Dynamics AX 2012 (1 day)    More on this course...
  • Understand that Microsoft Dynamics AX provides a powerful solution.
  • Understand that Microsoft Dynamics AX provides an agile solution.
  • Understand that Microsoft Dynamics AX provides a simple solution.
  • Understand that Microsoft Dynamics AX provides a unified solution from Microsoft.
  • Understand the industry focus for Microsoft Dynamics AX2012.
  • Understand the broad functionality provided in Microsoft Dynamics AX2012.
  • Describe the components of the rich client user interface.
  • Navigate the Microsoft Dynamics AX menu structure.
  • Find a customer in the customer list page.
  • Create a sales order.
  • Create an alert rule.
  • Update a sales order to shipped.
  • View details of a selected field.
  • Invoice a sales order.
  • Use the Help.
  • Personalize a form.
  • Post a customer payment.
  • Use workflows.
  • Submit a workflow.
  • Describe quick navigation tips.
  • Describe the types of end-users who use Enterprise Portal.
  • Describe the functionality available to users on Enterprise Portal.
  • Describe the components of Enterprise Portal user interface.
  • Describe the Reporting and BI needs of different types of users.
  • Describe the tools available to view and analyze data in Microsoft Dynamics AX.
  • Create an advanced filter.
  • Save a filter as a cue on the role center.
  • Build a report in Microsoft Excel.
  • Create and use a template in Microsoft Word.
  • View a standard report.
  • Schedule a report to be emailed periodically.
  • Modify and add KPIs to a role center.
  • Create a pivot table using OLAP cubes.
  • Describe other reporting options available with Microsoft Dynamics AX.
  • Describe the organizational structure in Microsoft Dynamics AX.
  • Describe basic data setup and configuration.
  • Setup a new user in Microsoft Dynamics AX.
  • Create a definition group.
  • Import data using Microsoft Excel.
  • Describe the components of the System Architecture of Microsoft Dynamics AX 2012.
  • Describe the options for making development changes in Microsoft Dynamics AX 2012.
  • Overview
    1. Powerful Solution
    2. Agile Solution
    3. Simple Solution
    4. Pervasive Interoperability
    5. Industry Focus
    6. Functionality
  • Basic Navigation
    1. Rich client user interface
    2. Alerts
    3. View details
    4. Help
    5. Personalization
    6. Workflow
    7. Quicktips
  • Enterprise Portal
    1. Enterprise Portal users
    2. Enterprise Portal user interface
  • Reporting
    1. Reporting and Business Intelligence (BI) users
    2. Reporting and BI tools
    3. Microsoft Dynamics AX tools
    4. SQL Reporting Services
    5. SQL Analysis Services
    6. Other tools
  • System Administration
    1. Organization Structure
    2. Basic Data Setup
    3. Users
    4. Data Import/Export
  • Technology
    1. System Architecture
    2. Development Environments
    3. Model Driven Architecture
80304: Development II in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • Identify key features of developing with X++.
  • Describe the basic foundation of object-oriented programming.
  • Use the development tools available within Microsoft Dynamics AX 2012.
  • Create object and data models from existing application elements by using the Reverse Engineering tool.
  • Use best practices to instill good programming habits.
  • Declare and use extended data types for variables.
  • Use the various operators available in X++.
  • Control program flow using conditional statements in X++.
  • Repetitively call the same blocks of code by using Loop statements.
  • Use standard functions that are built in to the application.
  • Use output commands to display data and messages to the user.
  • Use the classes within Microsoft Dynamics AX 2012 X++ development.
  • Control access to methods using Access Control Method Modifiers.
  • Extend a class using the concept of inheritance.
  • Describe the differences between an object and a class.
  • Initialize variables in the appropriate place according to scoping rules.
  • Call methods within the same class.
  • Use the different method types available.
  • Describe the similarities and differences between tables and classes.
  • Use the eventing publisher and subscriber model when modifying code in the application.
  • Retrieve data from the database using a select statement.
  • Create, update and delete data in the database.
  • Use and build queries using kernel classes.
  • Examine the exception handling mechanism in Microsoft Dynamics AX.
  • Use the Try, Catch, and Retry statements.
  • Throw an exception from code.
  • Identify and create code used to handle optimistic concurrency exceptions.
  • Set permissions on application elements.
  • Design and create security policies.
  • Secure unsafe Application Programming Interfaces (APIs) using the Code Access Security framework.
  • Authenticate data returned from display methods.
  • Introduction to X++
    1. Introduction
    2. Characteristics of X++
    3. Development Tools
    4. Reverse Engineering
    5. Best Practices
  • X++ Control Statements
    1. Introduction
    2. Introduction to Variables
    3. Operators
    4. Conditional Statements
    5. Loops
    6. Built-in Functions
    7. Communication Tools
  • Classes and Objects
    1. Introduction
    2. Classes
    3. Method Access Control
    4. Inheritance
    5. Objects
    6. Scoping and Parameters in X++
    7. Methods
    8. Referencing Object Methods
    9. Method Types
    10. Table as Classes
    11. Eventing
  • Accessing the Database
    1. Introduction
    2. Retrieving Data
    3. Data Manipulation
    4. Queries
  • Exception Handling
    1. Introduction
    2. Exceptions
    3. Try and Catch Exceptions
    4. Throwing Exceptions
    5. Optimistic Concurrency Exceptions
  • Security for Developers
    1. Introduction
    2. Permissions
    3. Security Policies
    4. Code Access Security
    5. Display Method Authorization
80316: Project Essentials in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • Create and set up the Project management and accounting module in Microsoft Dynamics AX.
  • Set up invoicing.
  • Understand project types.
  • Create and enter project timesheets.
  • Set up and allocate project budgets.
  • Working with Projects
    1. Overview
    2. Project Details
    3. Project Group
    4. Project Numbering
    5. Project Hierarchies
    6. Report Sort Fields
    7. Work Breakdown Structure
    8. Project Copy Wizard
    9. Project Stages
  • Understanding Project Types
    1. Project Types
    2. Time and Material Projects
    3. Processing a Time and Material Project
    4. Time and Material Project Example
    5. Fixed-Price Projects
    6. Fixed-Price Project Example
    7. Internal Projects
    8. Cost Project Example
    9. Time Projects
    10. Investment Projects
    11. Project Groups
  • Working with Project Transactions
    1. Transaction Types
    2. Categories and Category Groups
    3. Project Pricing
    4. Line Properties
    5. Hour Transactions
    6. Hours Journal
    7. Expense Transactions
    8. Expense Journals
    9. Invoice Journals and Invoice Registers
    10. Free Text Invoices
    11. Item Transactions
    12. Item Journals
    13. Item Requirements
    14. Purchase Orders
    15. Purchase Requisitions
    16. Production Orders
    17. Sales Orders
    18. Beginning Balances
    19. Review Project Transactions
    20. Adjusting Transactions
    21. Journal Setup
    22. Journal Approval
    23. Journal Descriptions
    24. Ledger Posting Setup
    25. Posting Setup by Project Group or Category
  • Project Timesheets
    1. Timesheet Periods
    2. Set Up Timesheet-Related Parameters
    3. Configuring Timesheet Workflows
    4. Set Up Favorites
    5. Set Up Delegates
    6. Timesheet Creation
    7. Timesheet Approval
  • Project Invoicing
    1. Invoicing Setup
    2. Project Contracts
    3. Billing Requirements for Transactions
    4. Invoice Proposals
    5. On-Account Invoicing
    6. View Posted Invoices
    7. Credit Notes
  • Project Budgeting
    1. Budget Approval Workflow
    2. Original Budgets
    3. Project Budget Properties
    4. Allocate Budgets
    5. View Budget Impact
    6. View Budget Balances
    7. Budget Revisions
    8. Committed Costs
    9. Carry Forward Budget Amounts at Year End
  • Project Inquiries and Reports
    1. Project Control
    2. Excel Integration with Project Control
    3. Reports
    4. OLAP Integration
  • Project Management and Accounting Setup
    1. Settings
80302A: Fixed Assets in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • Define fixed assets and describe the integration of the Fixed assets module with General ledger, Accounts payable, Accounts receivable, Project accounting, and Inventory management modules.
  • Set up the Fixed assets module.
  • Set up assets.
  • Compare different fixed asset Transaction Types and methods for recording transactions.
  • Run inquiries and reports
  • Module 1: Introduction
  • This module provides an overview of fixed assets and its integration with other modules.
  • Lessons
    1. Fixed Assets Overview
    2. Structure
    3. Integration with Other Modules
  • After completing this module, students will be able to:
  • Define fixed assets.
  • Examine required functionality for fixed assets.
  • Describe the integration of the Fixed assets module with General ledger, Accounts payable, Accounts receivable, Project accounting, and Inventory management modules.
  • Module 2: Setup Procedures
  • This module focuses on the setup procedures that are required for the Fixed assets module.
  • Lessons
  • System Setup for Fixed Assets
  • Fixed Assets Module Setup
  • Parameters
  • Depreciation Methods
  • Depreciation Conventions
  • Depreciation Books Overview
  • Extended Functionality Features - Provision Types and Bonus Depreciation
  • Mass Update Depreciation Conventions for a Depreciation Book
  • Lab: Set Up Main Accounts
  • Lab: Set Up a Number Sequence
  • Lab: Set Up a Depreciation Profile
  • Lab: Set Up Value Models
  • Lab: Set Up a Fixed Asset Group
  • Lab: Set Up a Posting Profile
  • After completing this module, students will be able to:
    1. Review system setup for Fixed assets.
    2. Review the basic setup requirements for the Fixed assets module.
    3. Discuss the Value models, Asset Groups, Disposal and Posting profile components of Fixed assets setup.
    4. Discuss the setup of Fixed assets parameters.
    5. Explain how to sue the Capitalization threshold.
    6. Describe, create, and change Reason codes in Fixed assets.
    7. Review depreciation methods and conventions.
    8. Provide an overview for Depreciation books.
    9. Describe extended functionality setup requirements for Fixed assets.
    10. Review Mass update depreciation conventions for a depreciation book.
  • Module 3: Setup of Assets
  • This module focuses on the setup of assets.
  • Lessons
  • Fixed Assets Form
  • Set Up Assets
  • Lend Assets
  • Assign Bar Codes to Assets
  • Asset Budgeting
  • Project Module Integration to Fixed Assets
  • Lab: Set Up a Fixed Asset
  • After completing this module, students will be able to:
  • Describe the fields available in the Fixed assets form.
  • Differentiate between financial and non-financial information for assets.
  • Set up a fixed asset.
  • Show how to lend assets.
  • Assign bar codes to assets.
  • Complete asset budgeting.
  • Associate and manage fixed assets within the Projects form.
  • Review the fixed asset details associated with a project or subproject
  • Module 4: Asset Transactions
  • This module focuses on the different fixed asset Transaction Types, and detailed methods for recording those transactions.
  • Lessons
    1. Scenario
    2. Typical Fixed Asset Transaction Types
    3. Record Acquisitions
    4. Create and Acquire Fixed Assets from Purchasing
    5. Record Depreciation
    6. Record Value Adjustments
    7. Record Disposals
    8. Transaction Reversals
    9. Replacement Cost and Insured Value Update
    10. Copy Fixed Assets and Change Fixed Asset Groups
    11. Fixed Asset Additions
  • Lab: Acquiring an Asset Using the Fixed Assets Journal
  • Lab: Acquiring an Asset Using the Inventory to Fixed Assets Journal
  • Lab: Depreciating an Asset Using a Proposal
  • Lab: Dispose of an Asset Using the Fixed Assets Journal
  • After completing this module, students will be able to:
    1. Use asset Transaction Types.
    2. Use journals to manually enter fixed asset transactions.
    3. Control fixed asset acquisition transaction creation from purchasing.
    4. Restrict user group permissions for posting fixed asset acquisition transactions in purchasing.
    5. Create a fixed asset record directly from purchasing, during posting of a product receipt or vendor invoice.
    6. Describe when the Fixed asset receipt and Fixed asset issue account types will be used.
    7. Record depreciation.
    8. Use proposals to enter fixed asset transactions.
    9. Discuss value adjustments for fixed assets.
    10. Discuss fixed asset disposals.
    11. Describe where fixed asset transaction reversals are performed.
    12. Perform fixed asset transaction reversals.
    13. Describe how the replacement cost factor and the insured value factor on the asset group, are used to update an asset's replacement cost and insured value amounts.
    14. Process updates to an asset's replacement cost and insured value amounts.
    15. Copy a fixed asset.
    16. Change a fixed asset group.
    17. Enter a fixed asset addition.
  • Module 5: Inquiries and Reports
  • This module focuses on how to run inquiries and reports in Microsoft Dynamics AX 2012.
  • Lessons
  • Inquiries
  • Reports
  • After completing this module, students will be able to:
  • Demonstrate the use of data inquiries available in Fixed assets.
  • Demonstrate how to run reports.
80306A: Distribution and Trade in Microsoft Dynamics AX 2012 (3 days)    More on this course...
  • 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
  • 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
  • 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
  • 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
  • Module 4: Item Arrival Registration
    1. Item Registration Setup
    2. Item Arrival
    3. Lab: Manage an Item Arrival
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Module 13: Reports
  • 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
80314A: Discrete Manufacturing Basics in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • Describe the Production control module's main conceptual building blocks
  • Describe the interconnectivity between the Production control module and other modules in Microsoft Dynamics AX 2012
  • Define production orders and name the status changes as it passes through the production life cycle
  • Define the main elements that are setup and used when a legal entity legal entity works with a variety of production sites distributed over different geographic locations
  • Describe three companies in which production sites, conditions, and processes vary by multisite functionality
  • Provide a brief description of general improvements to the Production control module, including filtering and the Gantt Chart
  • Describe the main types of Bill of materials (BOM) and define BOM levels, components and lines
  • Define the creation of BOM versions and describe BOM version control methods
  • Describe the overall process of creating BOMs in Microsoft Dynamics AX 2012
  • Describe how to create BOMs not yet associated with an item
  • Describe how to create BOMs so that the BOM and the item can be set up or changed at the same time
  • Explain how to work with configurable BOMs, including the setup of configuration routes and configuration rules
  • Provide an overall explanation of the BOM calculation process
  • Describe how to create and use BOM scrap types and explain how a scrap calculation for a BOM is run
  • Describe the use of BOM measurements as a type of configuration and explain how this pertains to consumption and measurements that relate to BOM items
  • List and explain the ways of the standard BOM reports use
  • Define working time templates and describe how they are set up
  • Create working time calendars
  • Using Resource capabilities form.
  • Create resources and distinguish between resource types
  • Set up resource groups
  • Define how to set up and configure production operations and relations
  • Describe the use and setup of cost categories in production routes
  • Describe the use and setup of cost groups in production routes
  • Describe how to create route groups and attach them to operations in the route
  • Describe how to create and maintain routes and operations on the routes
  • Describe how scrap is managed in production routes
  • Configure the route network parameter and identify route networks in complex routing
  • Discuss the impact of production parameters at the legal entity and the site level
  • Describe the different ways production orders can be created
  • Describe how to create a production order manually
  • Explain the main activities that occur in the life cycle of a production order
  • Explain how the production order status is used in working with production orders
  • Describe the estimation process
  • Configure advanced settings including production groups and production pools
  • Distinguish between the various scheduling options
  • Explain the main characteristics of operations scheduling
  • Explain the main characteristics of job scheduling and describe how to use the Gantt chart
  • Discuss how to perform resource scheduling and describe the basic resource allocation principles.
  • Describe how master planning interacts with the Production module
  • Describe how to lock production orders
  • Describe how to dispatch scheduled jobs to a specific resource
  • Review how subcontracting is used for outsourcing
  • Adjust BOMs in connection with subcontractor work
  • Set up operations and routes to be performed by a vendor
  • Describe how to set up automatic updates
  • Describe the settings you must define to release a production order to the shop floor
  • Explain the main considerations and the settings used to start production orders
  • Explain the use of production journals in recording consumption
  • Describe the report as finished stage of the production life cycle
  • Describe the main element of the end production stage in the production
  • Name the types of standard inquiries that can be conducted in the Production control module on items in production
  • Describe the process of working with standards reports
  • Describe how base data reports can be used to analyze the productions process
  • List the three kinds of transaction reports and describe how they are used
  • Describe how Journal and Costing reports are used to view information on productions
  • Name the types of Balance reports and briefly describe how they can be used in deciphering production conditions
  • Describe how to use the analysis reports to view or print information on productions
  • Describe how route reports can be used to analyze the routes and operations in the different productions
  • Name the kinds of reports that can be generated on the resources in production and define how each is used
  • Describe how production papers are used in production
  • Explain how the update log reports can be used to identify information on the orders in each stage in the production process
  • Module 1: Introduction to Discrete Manufacturing Basics
    1. This chapter provides a general overview of Discrete Manufacturing in Microsoft Dynamics AX 2012.
    2. Core Concepts in Production
    3. Setup and Interconnectivity
    4. Overview of Production Process
    5. Production at Multiple Sites
    6. Example Multisite Production Scenarios
    7. Overview of Additional Production Enhancements
    8. Lean Manufacturing
  • Module 2: Bill of Materials
    1. This chapter concentrates on how to create and set up BOMs.
    2. Understanding BOMs
    3. BOM Versions
    4. Overview of Creating BOMs
    5. Creating BOMs in the BOM Form
    6. Creating BOMs in BOM lines Form
    7. BOM and Item Configurations
    8. BOM Calculation
    9. BOM Scrap
    10. BOM Measurements
    11. BOM Reports
    12. Lab: 2.1: Create a BOM
    13. Create and approve a new BOM.
    14. Lab: 2.2: Change a BOM
    15. Review a list of BOMs in which the specific item 5017 is being used.
  • Module 3: Calendars and Resources
    1. This chapter concentrates on creating and managing calendars and resources.
    2. Working Time Template
    3. Calendars
    4. Resource Capabilities
    5. Resources
    6. Resource Groups
    7. Operation Scheduling Percentage, Efficiency and Exclusivity
    8. Capacity Planning and Finite Capacity
    9. Lab: 3.1: Create and manage Resources
    10. Create and reassign resources to perform work.
  • Module 4: Operations and Routes
    1. This chapter concentrates on creating and managing operations and routes.
    2. Operations
    3. Cost Categories
    4. Cost Groups
    5. Route Groups
    6. Routes
    7. Scrap
    8. Route Networks
  • Module 5: Parameters, Production Orders, and Production Order Life Cycle
    1. This chapter explains the setup of the production parameters. Steps for creating of the production order are reviewed. Additionally, the production order life cycle is reviewed.
    2. Production Parameters and Journal Names
    3. Production Orders
    4. Production Process Overview
    5. Production Status
    6. Estimation
    7. Optional Advanced Settings
    8. Lab: 5.1: Manually Create a Production Order
    9. Create a new production order.
  • Module 6: Production Scheduling and Subcontracting
    1. This chapter focuses on how to manage the scheduling and subcontracting parameters in production. Also, the types of scheduling are reviewed.
    2. Scheduling Options
    3. Operations Scheduling
    4. Job Scheduling
    5. Resource Scheduling
    6. Master Planning and Planned Production Orders
    7. Subcontracting
    8. Lab: 6.1: Run a Resource Schedule
    9. Set up the resource scheduling.
  • Module 7: Control and End Production
    1. This chapter reviews the stages of the production order lifecycle.
    2. Estimation and Scheduling
    3. Release Production Orders
    4. Start Production Orders
    5. Production Consumption
    6. Report Production Orders as Finished
    7. End Production Orders
    8. Lab: 7.1: Start Production Order
    9. Start the production order
  • Module 8: Inquiries and Reports
    1. This chapter discusses how use the production inquiries and reports.
    2. Production Inquiries
    3. Standard Reports
    4. Transactions Reports
    5. Journal Balance Reports
    6. Analysis Reports
    7. Lab: 8.1: Production Report (Current production jobs)
    8. Create a Current production jobs report.
80315A: Discrete Manufacturing Advanced in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • Review multisite functionality for the Production control module
  • List the Production control module's core conceptual elements
  • Review the Bill of material (BOM)
  • Review calendars and resources
  • Review operations and routes
  • Describe production life cycle, parameters, and production orders
  • Review definitions of operations and job scheduling
  • Review how master planning interacts with the Production control module
  • Describe product, storage and tracking dimensions
  • Explain how to set up and work with dimensions groups
  • Describe using serial or batch numbers to track and control manufactured items
  • Use inventory reservations in production
  • Describe inventory marking
  • Describe the inventory trace function
  • Describe how inventory dimensions are affected by multisite functionality
  • Describe working with the Bill of Materials (BOM) line type Vendor when using subcontractors
  • Describe how to generate purchase orders to a supplier when on-hand inventory is insufficient
  • Describe how to create a vendor production order
  • Create resources and groups for the vendor
  • Define production groups to establish a relationship between production orders and ledger accounts.
  • Describe how to use production pools to monitor production orders in specific categories.
  • Describe properties-set up on the working time template-which guide production orders to run under special times and conditions.
  • Attach a property to a resource.
  • Review the benefits of properties.
  • Describe how resource capabilities are set up and used to schedule production on alternative resources.
  • Create route groups and attach them to operations on a route.
  • Use the various scheduling methods.
  • Discuss the difference between operations and job scheduling.
  • Split a production order.
  • Set the Bill of Material (BOM) scrap percentages.
  • Set the scrap percentage on a Resource.
  • Set the scrap percentage for each operation in production routes.
  • Describe the costing of scrap.
  • Review steps in the production order life cycle
  • Describe production order ledger setting options
  • Define default ledger settings in production parameters
  • Describe production journals and how consumption is reported to the general ledger
  • Assign ledger settings for production groups
  • Analyze actual versus estimated costs for production orders and current production activities
  • Describe End and cost account production orders
  • Describe the interconnectivity of the production module with other modules in Microsoft Dynamics AX 2012
  • Describe the main elements of the production implementation checklist
  • Set up production parameters
  • Modify data types used by the productions series
  • Set up item groups and items
  • Set up BOMs
  • Describe the creation of working time templates, calendars, Resource groups, and Resources
  • Set up operations and routes
  • Module 1: Discrete Manufacturing Basics Review
    1. This module provides a general overview of Discrete Manufacturing Basics in Microsoft Dynamics AX 2012.
    2. Multisite Review
    3. Core Concepts in Production
    4. Bill of Materials (BOM)
    5. Calendars and Resources
    6. Operations and Routes
    7. Life Cycle, Parameters, and Production Orders
    8. Scheduling
    9. Resource Scheduling
    10. Master Planning and Planned Production Orders
    11. This chapter provides a general overview of Discrete Manufacturing Basics in Microsoft Dynamics AX 2012.
  • Module 2: Inventory Dimensions in Production
    1. This module describes the general setup and use of inventory dimensions in production. In particular it covers the storage and tracking dimensions used in production to define warehouses, locations, pallets, batches, serial numbers and site.
    2. Product Dimensions
    3. Storage Dimensions
    4. Tracking Dimensions
    5. Set up Storage and Tracking Dimension Groups
    6. Allocating Batch and Serial Numbers
    7. Production Order Reservations
    8. Trace Batch and Serial Numbers
  • Module 3: Subcontractor Work
    1. This module describes how to set up and work with BOM lines, purchase orders, production orders, and operations when subcontractors are used in the production process.
    2. BOM Line Types
    3. Purchase Orders
    4. Production orders
    5. Operations
    6. Lab: 3.1: Create Resource with Resource Type Vendor
    7. Create Resource with Resource Type Vendor.
    8. Lab: 3.2: Purchase Items for BOM from Subcontractor
    9. Understanding how to configure BOM to purchase products from Subcontractor.
    10. Lab: 3.2: Use a Subcontractor to Produce an Item in the BOM
    11. Understanding how to configure BOM to produce products from Subcontractor
  • Module 4: Advanced Production Scheduling
    1. This module provides more detail about the advanced optional production scheduling settings, including properties, efficiencies, capabilities and route groups.
    2. Production Groups
    3. Production Pools
    4. Resource capabilities
    5. Properties
    6. Route Groups
    7. Priority Scheduling
    8. Splitting a Production Order
    9. Lab: 4.1: Configure a Production Pool and Assign a Production Order
    10. Understanding how to configure Production Pool
  • Module 5: Scrap and Waste
    1. This module explains the request for quotation process. Steps for creating, following-up, and processing a request for quotation reply are reviewed. Additionally, reports and inquiries for request for quotations are reviewed.
    2. BOM Scrap
    3. Resource Scrap
    4. Route Scrap
    5. Costing Of Scrap/Waste
    6. Request for Quotation Replies
    7. Transfer Accepted Request for Quotation Replies
    8. Request for Quotation Reports and Inquiries
    9. Lab: 5.1: Add BOM Scrap and Run Calculations
    10. Understanding how to set up and calculate BOM scrap during production process
    11. Lab: 5.2: Set Scrap Percentages on a Route
    12. Understanding how to set up Scrap Percentages on a Route
  • Module 6: General Ledger and the Production
    1. This module provides an overview of the different settings that can be used to determine how product costs are posted to the general ledger.
    2. Production Life Cycle Review
    3. Ledger Settings
    4. Production Journals
    5. Posting Profile in Production Groups
    6. Production Cost Overview
    7. End Production Orders
    8. Lab: 6.1: End a Production Order
    9. Understanding how to calculate and post the production costs when an order is completed
  • Module 7: Implementing the Production Series
    1. This module is an overview of how the Production module is implemented. It places the implementation in context and among other things reviews the sequential setup of BOMs, resources, routes, operations and Routes.
    2. Setup and Interconnectivity
    3. Implementing Production Checklist
    4. Setting up Production Parameters
    5. Modifying Data Types
    6. Setting up Product and BOM Tables
    7. Setting up Resources
    8. Setting up Operations and Routes
80339A: Bill of Materials in Microsoft Dynamics AX 2012 (2 days)    More on this course...
  • 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
  • Module 1: Bill of Materials Overview
    1. This module provides an overview of the Microsoft Dynamics AX 2012 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process.
    2. General Concepts
    3. Using BOMs and Routes in Multisite Production Environments
    4. BOM Features and Elements
    5. Bills of Materials Form Overview
    6. Bill of Material Creation Process
  • Module 2: Creating Simple BOMs
    1. This module explains how to create simple BOMs by using the Bills of materials form, and create and edit simple BOMs by using the BOM designer.
    2. Using the Bills of Materials Form to Create Simple BOMs
    3. Working with BOMs in the BOM Designer
    4. Lab: 2.1
    5. Create a BOM without a Version
    6. Lab: 2.2
    7. Create a BOM in the BOM Designer
  • Module 3: Creating BOMs with Versions
    1. This module explains the concept of version control, and describes how to create BOMs with versions. In addition, this section covers activating, copying, and changing BOM versions, in addition to creating quantity-dependent BOMs and by using other version-related functionality.
    2. BOM Versions Overview
    3. Creating BOMs by Using the Released Products List Page
    4. Activate Multiple BOM Versions
    5. Copy BOM Versions
    6. Change BOM Versions
    7. Create BOMs with Versions in the Bills of Materials Form
    8. Create BOMs with Versions in the BOM Designer Form
    9. Quantity Dependent BOMs
    10. Working with Validity Dates and Sub-BOMs on Component Lines
    11. Lab: 3.1
    12. Creating a BOM with a Version from the Released Products List Page
    13. Lab: 3.2
    14. Creating a BOM with a Version in the BOM Designer
  • Module 4: Working with BOM and Item Configurations
    1. This module explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.
    2. Purpose of BOM and Item Configurations
    3. BOM Configurations
    4. Item Configurations
    5. Lab: 4.1
    6. Create and Use Configuration Groups
    7. Lab: 4.2
    8. Create Configuration Routes
    9. Lab: 4.3
    10. Create Configuration Rules
    11. Lab: 4.4
    12. Add Item Configurations
  • Module 5: Working with BOM Calculations
    1. This module explains the BOM calculation structure used in Microsoft Dynamics AX 2012, in addition to the use and set up of Cost groups, Profit settings, Calculation groups, and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.
    2. BOM Calculation
    3. Cost Groups, Profit Settings, and Calculation Groups
    4. Cost and Sales Price Calculations
    5. Lab: 5.1
    6. Create a Cost Group with Profit Settings
    7. Lab: 5.2
    8. Create a Calculation Group
    9. Lab: 5.3
    10. Running BOM Calculations and Comparing Results
  • Module 6: Sales Orders and BOMs
    1. This module describes creating a sales order with a configurable BOM, viewing, exploding, and calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales order.
    2. Configurable BOMs and Sales Orders
    3. View BOMs in a Sales Order
    4. Lab: 6.1
    5. Use Configurable BOMs in a Sales Order
    6. Lab: 6.2
    7. BOM Calculations from a Sales Order
  • Module 7: Scrap and Measurement
    1. This module describes the use and setup of constant and variable scrap and BOM calculations by using scrap. The section also covers the use and setup of measurements including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements.
    2. BOM Scrap
    3. BOM Measurement
    4. Lab: 7.1
    5. Add BOM Scrap and Run Calculations
    6. Lab: 7.2
    7. Set Up and Calculate BOM Measurement
  • Module 8: Report a BOM as Finished
    1. This module describes the purpose of reporting a BOM as finished, and explores the methods of accessing the Report as Finished process within Microsoft Dynamics AX 2012.
    2. Reporting a BOM as Finished
    3. Lab: 8.1
    4. Report a BOM as Finished
  • Module 9: Reports and Other BOM Functionality
    1. This module describes the standard BOM reports in Microsoft Dynamics AX 2012 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.
    2. Standard BOM Reports
    3. Other BOM Functionality
    4. Lab: 9.1
    5. Change a BOM
    6. Lab: 9.2
    7. Run a Manual BOM Check
    8. Lab: 9.3
    9. Set Up and Run an Automatic BOM Check
80220A: Financials II in Microsoft Dynamics AX 2012 (3 days)    More on this course...
  • Set up Basic Budgeting and configure Budget Controls.
  • Enter Budget Data.
  • Define an Encumbrance and complete year-end Commitments.
  • Set up Cash Flow Forecasting and create and calculate Cash Flow transactions.
  • Set up and run Foreign Currency Revaluation.
  • Set up and process Advanced Payments.
  • Set up Intercompany Accounting and post and trace Intercompany transactions.
  • Set up Consolidation and Subsidiary Companies.
  • Print Customer Statements, process Collection Letters, set up Interest Codes and calculate Interest.
  • Define Workflows and create financial module Approvals.
  • Complete Year-End steps and procedures.
  • Create and print Financial Statements.
  • Module 1: Budgeting
    1. This module discusses the concepts of budgeting, how to set up basic budgeting and budget controls including budgeting rules and attributes.
    2. Budgeting Overview
    3. Basic Budgeting Setup
    4. Budget Control
    5. Configuring Budget Control
  • Module 2: Use and Manage Budgets
    1. This module examines how to view the status and history of a budget. The process for using budget control on source documents and accounting journals is also discussed.
    2. Budget Amounts
    3. Using Budget Control
    4. Budget Reporting and Inquiries
    5. Budget Transaction Web Services
    6. Integrated Budgeting
    7. Transfer Budgets To and From General Ledger
    8. Lab: Create and Manage Budgets
    9. Lab: Create a Budget Transfer
    10. Lab: Use Budget Control on a Purchase Order
    11. Create Budget Register Entries
    12. Use Budget Control on a Purchase Order
  • Module 3: Commitment Accounting
  • This module discusses the process of defining an encumbrance and creating a purchase order encumbrance. It also discusses the entry and analysis of an encumbrance transaction and the processing of year-end commitments.
    1. Defining Purchase Order Encumbrances
    2. Setting Up Encumbrances
    3. Purchase Order Encumbrance Transactions
    4. Encumbrance Year-End Process
  • Module 4: Cash Flow Management
    1. This module discusses the relationship of cash flows to modules in Microsoft Dynamics AX. It discusses how to set up cash flow forecasting and define a cash flow forecast budget model. It also demonstrates how to create and calculate cash flow transactions.
    2. Relationship of Cash Flow to Other Modules
    3. Set Up Cash Flow Forecasting
    4. Define a Cash Flow Forecast Budget Model
    5. Create Cash Flow Transactions
    6. Calculate Cash Flow Transactions
    7. Lab: Set Up a Ledger Account for Cash Flow Forecasting
    8. Lab: Set Up a Dependent Ledger Account
    9. Lab: Create a Budget Entry to Include in Cash Flow
    10. Lab: Calculate Cash Flow Transactions
  • Module 5: Multicurrency
    1. This module discusses the setup required for foreign currency revaluation. It also discusses how to run revaluation in different modules in Microsoft Dynamics AX.
    2. Setup
    3. Foreign Currency Revaluation
    4. Accounts Receivable and Accounts Payable Exchange Rate Adjustments
    5. Lab: Accounts Receivable Foreign Currency Revaluation
    6. Review the Customer Information
    7. Verify each Currency has an Exchange Rate Set Up
    8. Run the Exchange Rate Adjustment
    9. Review the Customer Information for any Updates
  • Module 6: Advanced Payments
    1. This module describes the processing and setup of advanced customer and vendor payments in Microsoft Dynamics AX including bridging accounts, electronic payments, centralized payments, bills of exchange and prepayments.
    2. Bridging Accounts
    3. Electronic Vendor Payments
    4. Electronic Customer Payments
    5. Centralized Payments
    6. Prepayments (Deposits)
    7. Bill of Exchange Administration
    8. Ledger Accrual
    9. Lab: Bridging Accounts
    10. Lab: Prepayments Setup
    11. Lab: Ledger Accrual
  • Module 7: Intercompany Accounting
    1. This module introduces the concepts of intercompany accounting. Topics discussed in this course include the review and posting of intercompany transactions, the setup of for intercompany accounting, and how to trace an intercompany transaction.
    2. Post Intercompany Transactions
    3. Intercompany Posting Setup
    4. Post an Intercompany Transaction
    5. Trace an Intercompany Entry
    6. Lab: Enter and Post an Intercompany Transaction
    7. Lab: Trace an Intercompany Transaction
  • Module 8: Consolidations
    1. This module discusses the capabilities of Microsoft Dynamics AX to consolidate subsidiary companies into a single consolidated company. Topics that are covered include how to set up a subsidiary company, setup of a consolidated company and how to perform a consolidation.
    2. Set Up a Consolidation Company
    3. Set Up a Subsidiary Company
    4. Perform a Consolidation
    5. Consolidations Inquiry
    6. View and Delete Consolidation Transactions
    7. Intercompany Eliminations
    8. Lab: Set Up a Consolidation Company
    9. Review the General Ledger Parameter.
    10. Designate the System Account.
    11. Define the Consolidation Exchange Rates.
    12. Lab: Perform a Consolidation
  • Module 9: Collections Management
    1. This module describes how to set up and process customer statements, collection letters and interest notes to help in the collection process
    2. Customer Account Statement
    3. Set Up Collection Letters
    4. Process Collection Letters
    5. Set Up Interest Codes
    6. Calculate Interest
    7. Managing Collections and Collection Agents
    8. View and Manage Collections Information
    9. Advanced Collections Management Tasks
    10. Lab: Set Up a Collection Letter
    11. Set the Accounts Receivable Parameters
    12. Create and Define a Collection Letter Sequence
    13. Attach the Collection Letter Sequence to a Posting Profile
    14. Lab: Collection Letter
    15. Create a Collection Letter
    16. Review, Print, and Post the Collection Letter
    17. Lab: Set Up an Interest Code
    18. Create an Interest Code
    19. Attach the New Interest Code to the Posting Profile
    20. Check the Accounts Receivable Parameters
    21. Lab: Manage the Collections Process
    22. Update the Customer Aging Snapshot
    23. Update the Status of the Invoice
    24. Send an Email including the Customer Statement
  • Module 10: Financial Workflows
    1. This module describes how to set up one or more workflow configurations, select a configuration and activate workflow.
    2. Workflow Types
    3. Workflow Configurations
    4. Workflow Approvals
    5. General Ledger Workflow
    6. Accounts Payable Workflow
    7. Accounts Receivable Workflow
    8. Managing Workflows
  • Module 11: Year-End Close
    1. This module discusses the year-end processes necessary in Microsoft Dynamics AX. Topics covered in this course include creating a new fiscal year, how to hold or close a period, create a closing sheet and setting up fiscal year parameters.
    2. Create a New Fiscal Year
    3. Control Transactions in a Closing Period
    4. Create and Post a Closing Sheet
    5. Transfer Opening Balances
    6. Lab: Year-End Close
  • Module 12: Financial Statements
    1. This module discusses the steps and processes to create a financial statement in Microsoft Dynamics AX. Topics covered include creating row and column definitions, creating and printing financial statements, and creating and printing dimension statements.
    2. Financial Statement Setup
    3. Financial Statement Row Definition
    4. Financial Statement Column Definition
    5. Print a Financial Statement
    6. Create a Balance Sheet
    7. Dimension Reports
    8. XBRL Taxonomy

Why You Should Take the Microsoft Dynamics AX - Other

Benefits of Certification

For IT professionals, certification is a third party validation of your skills, that helps distinguish you from your peers. Beyond demonstrating a level of competency and proficiency, certification proves that you are committed to your cause and that you've invested the time and money to prove it. Holding a certification also makes you a more valuable employee, and often results in raises, promotions, and a better career.

For organizations, certifications identify the credentials that can be used to hire the right employee. Having certified employees also increases sales for the organization by proving to prospective clients that the organization has the skills to support its claims.

For the ultimate and complete, all inclusive learning experience, please see our Las Vegas Boot Camp Experience.

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What's Included

We take care of all logistics for you, so you can concentrate on learning, acquiring skills and getting certified. We provide instructors, books, computer equipment and software in a comfortable learning environment for most training.

Do you have the right background for Microsoft Dynamics AX - Other?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will tell you so right away. We will also recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.

This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test now.

Target Audience
This course is intended for partners, customers and other end users of the financial modules in Microsoft Dynamics AX.

Benefit of taking Microsoft Dynamics AX - Other 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.

    In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

    See the training value proposition below:

    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 SolutionsNon-authorized Training Center
    Only MCT (Microsoft Certified Trainers) are authorized to teach the classNon MCT can teach the course
    Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online trainingDo not have access to official courseware
    Partners adhere to stringent Microsoft designated lab requirementsComputer 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 coursesNot authorized to issue Certificate of Completion
    Overall, a better quality training experienceSubstandard training experience
  • NetCom provides Authorized Training

    NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

    See our comprehensive list of partner authorizations.

  • 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.
  • 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

    May 21 2012
    Good course. Good service. Good instructor.

    -Raman T.
    Course(s) Taken

    May 21 2012
    The instructor did an incredible job of presenting.

    -Kelly D.
    Course(s) Taken

    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

    May 21 2012
    Stan is an excellent instructor. He made the course very informative and kept it interesting.

    Sebastian S.
    Course(s) Taken

    May 21 2012
    Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated.

    -Lily L.
    Course(s) Taken

    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

    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

  • Real world Client Case Studies

    Great Plains training & certification
    Published On: 14 April 2008
    Customer: Washington State Penitentiary
    Location: Walla Walla, WA, US
    Industry: State & Local Government
     
    The Department of Corrections, Washington State in collaboration with its criminal justice partners, contributes to staff and community safety and hold offenders accountable through administration of criminal sanctions and effective re-entry programs. The Department of Corrections is responsible for administering adult corrections programs operated by the State of Washington. This includes state correctional institutions and programs for offenders supervised in the community.
     
    Business Needs: The Department of Corrections IT networking department used Microsoft Dynamics GP integrated with Microsoft SQL Server as an accounting solution to automate their processes. But their employees were not trained in GP so they outsourced the maintenance to the Partner from whom they bought the software. The Partner had initially configured and implemented the software for them, but was now also responsible for regular maintenance. However, the Department of Corrections wanted to reduce the costs of outsourcing by getting their own employee trained on GP. They decided to get six people trained and NetCom sold them the value of getting the master certification for installation and configuration, financials, inventory and order processing for their team.
     
    Solution: NetCom created a custom training plan for them to satisfy all their needs. NetCom provided them with fifteen days of onsite training. The training prepared them for SQL server elective to get master certification in GP 9. The training solution included modules from Financial, Installation, Configuration, Inventory and order processing along with SQL Server training. NetCom provided them with exam vouchers, books and custom certification preparation they need for the training.The six students trained were the ones responsible for the Department of Corrections networks for the entire state of Washington. Instead of continuing to hire experts to administer and maintain their system, they invested in education to raise their own in house GP experts.
     
    Training: Courses Taken
    2072: Microsoft SQL Server 2000 System Administration
    8505: Installation and Configuration in Microsoft Dynamics GP 9.0
    8508: Receivables Management I in Microsoft Dynamics GP 9.0
    8509: Payables Management I in Microsoft Dynamics GP 9.0
    8510: Bank Reconciliation I in Microsoft Dynamics GP 9.0
    8511: Fixed Assets I in Microsoft Dynamics GP 9.0
    8512: Inventory in Microsoft Dynamics GP 9.0
    8513: Purchase Order Processing in Microsoft Dynamics GP 9.0
    8514: Sales Order Processing in Microsoft Dynamics GP 9.0
    8506+8507: Foundation I and General Ledger I in Microsoft Dynamic GP 9.0 - Accelerated Version

    Packages Purchased
    MCDBA: Microsoft Certified Database Administrator (Core)
    Microsoft Dynamics GP 9.0 - Installation and Configuration
    Microsoft Dynamics GP 9.0 - Financials - Accelerated
    Microsoft Dynamics GP 9.0 - Inventory and Order Processing
     
    Benefits: The training helped improved their productivity. They cut down their costs significantly by implementing the software in-house rather than outsourcing. Microsoft Dynamics GP integrated with Microsoft SQL Server training from NetCom helped them deliver on a long-term vision of community safety by installing and configuring their financials by inventory and order processing.

    Custom Great Plains and BizTalk Training
    Published On: 14 April 2008
    Customer: Universidad de las Americas Puebla
    Location: Puebla, Mxico
    Industry: Education::Colleges & Universities
     
    The Universidad de las Américas Puebla (UDLA) was founded in 1940 as the Mexico City College and the first twelve students graduated in 1944. The Universidad de las Américas was accepted as a member of the Southern Association of Colleges and Schools (SACS) in 1959.The UDLA's academic programs have been officially accredited by the Department of Public Education since 1976. In 1985 the university officially changed its name to Fundación Universidad de las Américas Puebla.
     
    Business Needs: "We need to learn more about Great Plains and the different options we have to extend its functionality" said Hugo Lopez, Training coordinator of Universidad de las Americas Puebla. UDLA had implemented Microsoft Dynamics GP as an Enterprise Resource Planning (ERP) but was having problems with its implementation as people in their IT department were not trained in GP. UDLA started looking for GP training in Mexico but was unsuccessful in finding the training to satisfy their needs. When UDLA contacted NetCom, they wanted to send two people to US for the Dynamics GP training.
     
    Solution: Universidad de las Americas Pueblas goal was to gain the in-depth knowledge to customize and implement Microsoft Dynamics GP using Dexterity. Since there was no official courseware for Dexterity, NetCom created custom training as per their needs. NetCom also provided them custom training at their site in Mexico where they could train a group of employees. This also helped them circumvent immigration issues with their employees getting VISA to the US.NetCom sent a bilingual (English and Spanish speaking) GP instructor to run the custom class for them. The training went on for three weeks and was very successful. "My Team and I are very happy with the training and with the instructor (hes a person who really knows a lot about the product). This training is going to be very useful in the projects that we are working on. We are so happy, that we are interested in some additional training" said Hugo. UDLA also requested BizTalk Server training for econnect. Again, NetCom created another custom plan for econnect training which was conducted over eight days.
     
    Training: Courses Taken
    2933: Developing Business Process and Integration Solutions Using Microsoft BizTalk Server 2006
    2934: Deploying and Managing Business Process and Integration Solutions Using Microsoft BizTalk Server 2006
    8507: General Ledger I in Microsoft Dynamics GP 9.0
    8517: Report Writer in Microsoft Dynamics GP 9.0
    8518: Business Portal Installation and Configuration in Microsoft Dynamics GP
    8519: Microsoft Dynamics GP Integration Manager
    8520: Modifier with Visual Basic with Applications (VBA) in Microsoft Dynamics GP 9.0
    8597: General Ledger II in Microsoft Dynamics GP 9.0
    Consulting Service

    Packages Purchased
    MCTS: BizTalk Server 2006
    Microsoft Dynamics GP 9.0 - Other
    Consulting Service
     
    Benefits: Universidad de las Americas Pueblas IT department had already implemented Microsoft Dynamics GP as an (ERP) but now they were able to use its full functionality. They were very satisfied with the whole training and were able to customize Microsoft Dynamics GP and integrate it with the other applications with associated technology. They were also able to integrate econnect with BizTalk very efficiently.

    Helping DHSoft become a CRM Partner
    Published On: 14 April 2008
    Customer: DHSoft
    Location: Herndon, VA, US
    Industry: Business Services
     
    Founded in 1998, DHSoft, a Microsoft Certified Partner, is a privately held, veteran-owned company, headquartered in Herndon, Virginia and specializing in data insight-driven business performance solutions and services. DHSoft Insight-Driven Performance solutions enable companies to transform their data into insight and actionable intelligence about operational, financial, and customer behavioral activities and propensities. We help our clients reach the next level of business performance by implementing solutions which optimize data value, and generate greater levels of proactive insight and business-impacting performance resulting from improved data insight.
     
    Business Needs: DHSoft was looking to add CRM to the list of services to offer to its clients and expand its offering base.
     
    Solution: NetCom consulted with DHSoft to help them identify their needs, and set a training plan for DHSoft. DHSoft consultants attended NetComs CRM boot camp and additional training to gain their competency requirements and become a CRM partner.Subsequently, as DHSoft sold their first deals, NetCom provided the custom training to support their clients and provided training for their customers in New Jersey, Illinois, and South Dakota on CRM.
     
    Training: Courses Taken
    Microsoft Dynamics CRM 3.0 - Application Professional Boot Camp
    Microsoft Dynamics CRM 3.0 - Installation and Configuration Boot Camp
    Microsoft Dynamics CRM 3.0 - Customization Boot Camp
    8531: Extending Microsoft CRM 3.0

    Packages Purchased
    Microsoft Dynamics CRM 3.0 - Application, Customization, Installation and Configuration - Boot Camp
    Microsoft Dynamics CRM 3.0 - Data Migration and Extending CRM with .Net
     
    Benefits: NetCom was able to help DHSoft become a Microsoft CRM Partner enabling various clients easy access to a qualified resource for their Microsoft CRM technology adoption and increasing the capacity of the Microsoft Partner channel.

    Meeting the Challenge of ERP Integration- Bemis Integrates Separate ERP Systems with Microsoft Dynamics AX
    Published On: 7 February 2008
    Customer: Bemis Associates Inc.
    Location: New York, NY, US
     
    Business Needs: Our challenge as a company was to tie all of the separate office ERP systems together, said Sandra Regan, Bemis application developer. Internally, we were overloaded with the development of forms, reports and different types of functionality which came with these systems being separate. We recognized that ultimately integrating the ERP systems was the key to economizing the IT workload.After looking at several different integration and application development platforms, Bemis IT made the decision to use Microsoft Dynamics AX, which automates and helps improve financial, customer relationship, and supply chain management systems.We were excited about Dynamics AX, and the next step for us was getting trained in it, said Sandra Regan. We recognized that our training would be highly specialized, and we turned to NetCom because of its reputation as a premier Microsoft business partner.
     
    Solution: Bemis IT training goal was to obtain a solid foundation in Microsoft Dynamics AX, with strong knowledge of how the software worked. Once this was achieved, Bemis planned to move forward with analyzing its business processes and architecting its overall data and workflow integration plan for its office ERP.We sent four application programmers to two weeks of NetCom training on Microsoft Dynamics AX, said Sandra Regan. Each week consisted of a full five days of training. We learned about Dynamics AX and its capabilities, and also spent concentrated time in hands-on laboratory exercises and case studies. At the end of the training, there was a final project that all of the students collaborated on.The training was so effective because we came away with a collaborative project under our belts, and we felt confident that we could immediately start using what we had learned on our own IT initiatives.
     
    Training: Courses Taken
    8340: Microsoft Business Solutions - Axapta 3.0 Development II: Introduction to X++

    Packages Purchased
    Microsoft Dynamics AX 3.0
     
    Benefits: Bemis has already used its newly acquired skills in system data manipulation, forecasting and reporting. It will continue to apply Dynamics AX solutions as more business processes are defined and modeled for optimum integration.We had a history of not being able to get to where we needed to go with other training programs we had used in the past, said Regan, But NetCom's flexibility and expert instruction met all of our training needs.This training has accelerated our development capacity to where we are already addressing and solving the business needs that had challenged us in the past.

    Microsoft Axapta Training Gets LINAK U.S. On-Track for Inventory Management
    Published On: 16 July 2008
    Customer: Linak U.S.
    Location: Louisville, Kentucky, US
    Industry: Electronics::Electrical Products
     
    Beginning eleven years ago as a North and South American distributor for its parent company in Denmark, LINAK U.S. sells and manufactures linear activator systems for solar tracking. The company has over 300 employees at its Louisville, Kentucky headquarters, along with 21 sales offices in the U.S. and Canada, and four separate subsidiaries in South America and Mexico. Central to this distributed organization is the ability to take orders, schedule manufacturing to meet those orders, and then ship and invoice product.
     
    Business Needs: Recognizing that an Enterprise Requirements Planning (ERP) system was needed in its U.S. and other regional offices, LINAK U.S's parent company in Denmark provisioned an ERP system for each regional organization. The selected ERP software was Microsoft Axapta. Axapta was duly installed and implemented at LINAK U.S., but management quickly realized that refinements to both overall logistics and to inventory components such as product pallet ids were required to effect shipments correctly and to perform FIFO (first in, first out) inventory management. Although LINAK U.S. was managing these logistics day to day, it was doing the management manually.
     
    Solution: LINAK U.S. needed to fully automate shipment processing and inventory management with pallet ids. To tackle the problem, LINAK U.S. called on NetCom to train LINAK U.S. in the operational logistics and applications of Axapta. "What NetCom accomplished really far exceeded training, said LINAK U.S. Manager of Manufacturing", Miguel Zamora II. "We actually used a test database of our existing data and ran the Axapta software against it. We benefited because the NetCom instructor not only understood Axapta, he understood how inventory management affected other parts of our business like the financials. He stepped us through the entire business process so we could identify the holes and develop an effective project plan to achieve full implementation."
     
    Training: Courses Taken
    8352: Microsoft Business Solutions - Axapta Trade and Logistics, Series 1
    8353: Microsoft Business Solutions - Axapta Trade and Logistics, Series 2
    8372: Microsoft Axapta Warehouse Management

    Packages Purchased
    Microsoft Dynamics AX 3.0
     
    Benefits: LINAK U.S. used training and consulting from NetCom to "kick the tires" of the new Axapta software in a full test environment- and to see precisely which business processes needed to be implemented, and what tools and persons would be needed, to incorporate pallet ids, which would complete the infrastructure for logistics, inventory management and shipping. "Coming out of the training, we knew exactly what we needed to do, who would do it, and what pieces of software we needed to specify and develop to attain full integration of all system components in our logistics", said Miguel Zamora. "The NetCom instructor was extremely knowledgeable on the business as well as on the technology side. He understood the interactions between inventory and finances in a manufacturing environment, providing more than just general training. We came away from the training with full understanding of what we needed to achieve for the software, and how we were going to leverage its other capabilities in the future."

    Helping Micro Strategies support Navision training for their client
    Published On: 14 April 2008
    Customer: Micro Strategies Inc.
    Location: Denville , NJ, US
    Industry: Computer Services
     
    Established in 1983, Micro Strategies Inc., a Microsoft Gold Certified Partner, provides IT solutions for commercial businesses of all sizes. These include system analysis, network infrastructure, content management and collaboration, database application development, web/e-commerce development, security, analysis and remediation, remote access and digital voice recording. Their enterprise IT solutions include storage systems, advanced infrastructure configurations, mid-range systems, disaster recovery, server consolidation/virtualization, and hosting services. Their SMB clients enjoy full end-to-end solutions including network infrastructure, application development and implementation, desktop configuration and deployment, system compliance and management. Regardless of size and scope of the engagement, the Micro Strategies solution approach provides a comprehensive framework for managing, delivery and measuring its IT related services.
     
    Business Needs: Micro Strategies is a company, very experienced in delivering business solutions and understanding their customer needs and recently became a new Navision partner. Micro Strategies sold their first few Navision deals but did not have the experience in rolling out and training customers on Navision.
     
    Solution: Micro Strategies PAM recommended NetCom provided Micro Strategies with training and support for their initial customer rollouts. Netcom worked with the Micro Strategies team to understand their clients needs in order to design and deliver a custom end-user training class for their customer 3 weeks before the go-live date. Then during the Go Live week, NetCom provided additional one-on-one training, provided additional onsite support, and added an experienced expert onsite, in implementing Navision to help insure a smooth transition for the customer.
     
    Training: Courses Taken
    8384: Microsoft Business Solutions - Navision Financial Series I
    8390: Microsoft Business Solutions - Navision Inventory Management
    8362: Microsoft Business Solutions - Navision 4.0 Trade (Accelerated Version)

    Packages Purchased
    Microsoft Dynamics NAV 4.0 - Financial Series
    Microsoft Dynamics NAV 4.0 - Trade and Inventory, Warehouse - Accelerated
     
    Benefits: By bringing in NetCom as a resource to support their initial Navision rollouts, Micro Strategies was able to: Provide customer with an expert trainer with many years of experience, to prepare employees for a smooth rollout to the new system. Have the practical experience on hand to assist with best practices and avoid pitfalls of rolling out a new technology Focus on customer business needs Drive a successful implementation and a happy customer. Gain additional knowledge and experience to continue building their NAV practice and expertise Develop a relationship with a trusted, non-competitive partner that can provide resources to support their growth in Navision. NetCom has been instrumental in helping a number of new partners start and grow their Dynamics business. We assisted them in navigating the Partner program to gain their professional certifications, their MCT, and/or achieve their competencies. We continue to partner with them to drive expert solutions to our customers.

    Enterprise Cape Breton Corporation (ECBC) Migration to Dynamics SL 7.0
    Published On: 29 July 2009
    Customer: Enterprise Cape Breton Corporation
    Location: Mulgrave - Nova Scotia, Canada
    Industry: Federal Government::Affiliated or Foreign
     

    Enterprise Cape Breton Corporation (ECBC) is a Canadian Federal Crown organization which advocates and integrates economic development throughout Cape Breton Island and nearing areas within the eastern Nova Scotia region of Mulgrave.

    Founded in 1987, ECBC was created to provide economic development resources. Focus was set to the economically despondent region which was undergoing adjustment from a resource-based economy centered on the coal and steel industries.  

     
    Business Needs:

    ECBC implements Microsoft Dynamics SL as its primary financial platform. Dynamics SL is a business management solution specialized to help organizations obtain reports and business analysis, while increasing efficiency, accuracy, and customer satisfaction.

    Microsoft Dynamics is an extremely crucial tool for the organization. ECBC wanted its staff to stay current and updated with advancing SL technologies, in turn allowing the utilization of the latest patches in order to capitalize on improved functionality; providing an increase in business productivity.

    ECBC has a dedicated team of 5 users who apply Microsoft Dynamics SL to efficiently manage the disbursement of large sums of project dollars to local clients.

    ECBC wanted to transition to SL 7.0, yet the IT team was hesitant:

    • The in-house expertise was limited to what was learned by trial and error.
    • The cost of not properly implementing the new technology was high.

    To do it right the first time, they chose NetCom as their preferred training provider.

    "It was a pain staking effort to update from version to version each time learning a little bit more. I thought I had a handle on it but wanted to make sure I was doing things properly so I searched the internet for training facilities and after reading about [NetCom] decided this was the place for me," said Kevin Kelly, IT systems administrator for ECBC.

     
    Solution:

    NetCom's unique solution was tailored to the specific needs of ECBC's IT staff. NetCom used a mentoring approach and provided one-on-one instruction in order to fill the knowledge gaps.

    Kevin Kelly, commented about NetCom's unique mentoring approach:
    "I could monopolize [the instructors] time to make sure I understood the answer that may not have been possible with multiple students in the class each with their own questions they would like answered."

    Some highlights of NetCom's unique solution were:

    • Very few Learning Solutions partners offer this training
    • NetCom conducted an assessment of the needs and client background to assess the best solution
    • NetCom's in-house subject matter experts provided a customized solution to meet ECBC's needs
    • NetCom used a mentoring approach and provided one-on-one instruction to fill the knowledge gaps
    • NetCom offered a customer focused approach and its dedicated travel staff helped arrange travel for the IT staff traveling to NetCom's New York City location
    • In a very cost and time effective manner, ECBC IT staff was able to gain the skills they needed
     
    Training: Courses Taken
    8831: Installation and Configuration in Microsoft Dynamics SL 7.0

    Packages Purchased
    Microsoft Dynamics SL 7.0 - Installation and Configuration
     
    Benefits:

    Once the initial round of training proved successful, other IT staff members were scheduled for training. The IT Director was pleased with the success of the training and the return on training investment. The finance department users, including finance manager were more confident of the IT staffs capabilities as they could now explain to her the intricate details of how the software worked.

    The resulting deployment of Microsoft Software for Dynamics SL was hugely successful as a result of this training, and the IT staff is more confident and efficient than ever before.

    Some highlights were:

    • Team Directors were extremely pleased with the deployment
    • Increased productivity of the end-users with a better, stronger tool
    • Increased confidence of Finance department in IT department
    • Better team relationship between Finance and IT departments,
    • The IT department is now becoming a strategic asset to ECBC
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