80308: Procurement in Microsoft Dynamics AX 2012

80308: Procurement in Microsoft Dynamics AX 2012 Course Description

Duration: 2.00 days (16 hours)

This two-day instructor-led course, Procurement and Sourcing in Microsoft Dynamics AX 2012, provides students with the necessary tools and resources to perform basic tasks in the procurement flow in Microsoft Dynamics AX 2012.

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Intended Audience for this 80308: Procurement in Microsoft Dynamics AX 2012 Course

  • » The intended audience includes customers that want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 procurement and sourcing functionality.
  • » The class is intended for purchase managers, purchasers, and other people in organizations responsible for the setup and administration of procurement and sourcing and inventory management functionality.

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80308: Procurement in Microsoft Dynamics AX 2012 Course Objectives

  • » 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.

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80308: Procurement in Microsoft Dynamics AX 2012 Course Outline

      1. Procurement Overview
        1. About Procurement and Sourcing
        2. Enterprise Portal Features
        3. Integration
        4. End-To-End Scenario
      2. 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
      3. Vendors
        1. Introduction
        2. Set Up for Vendors
        3. Create Vendors
        4. Vendor Tasks
        5. Vendor Reports and Inquiries
      4. 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
      5. 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
      6. 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
      7. 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
      8. Vendor Returns
        1. Introduction
        2. Create Vendor Returns
        3. Create Vendor Returns for Serialized Items
      9. Purchase Agreements
        1. Purchase Agreements
      10. 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
      11. Procurement Order Site
        1. Introduction
        2. Purchase Requisitions
        3. Managing Purchase Information
        4. Product Receipt Confirmations
        5. Order Products on the Employee Services Site
      12. 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
      13. Workflow
        1. Introduction
        2. About Workflow
        3. Procurement Catalog Workflows
        4. Purchasing Workflows
        5. Vendor Workflows
        6. Demonstration: Configure a Purchase Requisition Workflow

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Do you have the right background for 80308: Procurement in Microsoft Dynamics AX 2012?

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 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 »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.

Bio:

Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
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 & Touch 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.
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.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

Nice place to learn I recommend!

- Julio J.

Course(s) Taken

» Microsoft Dynamics AX7 : Finance, Trade & Logistics 2016 Combo

Excellent job fielding questions, followed up with answers the following day for questions not immediately able to answer.
John David S.
Course(s) Taken

» Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated Combo

I really enjoyed this instructor. He had a great sense of humor, could read when the students needed a break, and had good examples. Very personable.
Brie B.
Course(s) Taken

» Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated Combo

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