80422: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012

80422: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 Course Description

Duration: 2.00 days (16 hours)

This two day Instructor Led Training (ILT) course provides students with the knowledge and skills to set up and use the Intercompany functionality in Microsoft Dynamics AX 2012.
The topics covered in the course include basic setup of intercompany relations, basic and advanced workflows, and return orders in Intercompany. Additionally, it introduces the synchronization of batch and serial numbers, and the setup of security roles, amongst other intercompany specific areas of functionality.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 80422: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 Course

  • » IT- Professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 supply chain.
  • » IT-Professionals who set up Intercompany processes between companies throughout the customer's supply chain.
  • » Customers who have a moderate knowledge of the supply chain in Microsoft Dynamics AX 2012 and an excellent understanding of their own logistic processes which the customer might want to manage with the Intercompany functionality.

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This Course is also part of:

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80422: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 Course Objectives

  • » Introduce Intercompany master planning.
  • » Introduce Intercompany order processing.
  • » Introduce Intercompany billing and payments.
  • » Set up action policies between customers and vendors in multiple companies.
  • » Set up order agreements.
  • » Set up value mapping.
  • » Set up the basic Purchase Order Driven Intercompany process.
  • » Generate packing slips and product receipts.
  • » Generate invoices.
  • » Create a Sales Order Initiated Intercompany chain.
  • » Update the Intercompany purchase order.
  • » Create an Intercompany chain automatically.
  • » Set up and start picking.
  • » Use the Intercompany on-hand form to investigate on-hand inventory in other companies.
  • » Describe the flow of Intercompany information.
  • » Create Intercompany agreements.
  • » Update Intercompany agreements.
  • » Create an intercompany chain automatically with direct delivery.
  • » Setup and create automatic posting for intercompany direct deliveries.
  • » Update the Original sales order.
  • » Delete an Intercompany chain.
  • » Deactivate products for Intercompany chains.
  • » Synchronize information between Intercompany sales orders and Intercompany purchase orders.
  • » Use document handling in Intercompany chains.
  • » Create and process and Intercompany return order.
  • » Create and process return orders in a direct delivery scenario.
  • » Explain how to synchronize disposition codes.
  • » Explain how to synchronize RMA numbers.
  • » Create replacement orders.
  • » Set up and use manual serial and batch number synchronization in Intercompany chains.
  • » Set up and use automatic serial and batch number synchronization in Intercompany chains.
  • » Define Intercompany upstream sales roles.
  • » Define Intercompany upstream procurement views.
  • » Define Intercompany downstream direct delivery processing roles.

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80422: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 Course Outline

      1. Overview
        1. Introduction
        2. Intercompany Planning
        3. Intercompany Order Processing
        4. Intercompany Billing and Payments
        5. Explain Intercompany master planning.
        6. Explain Intercompany order processing.
        7. Explain Intercompany billing and payments.
      2. Setup
        1. Introduction
        2. Action Policies
        3. Order Agreements
        4. Value Mapping
      3. Purchase Order Initiated Intercompany Order Chain
        1. Introduction
        2. Create a Purchase Order Initiated Intercompany Order Chain
        3. Generate Packing Slips and Product Receipts
        4. Generate Invoice
      4. Sales Order Initiated Intercompany Order Chain
        1. Introduction
        2. Create a Sales Order Initiated Intercompany Order Chain
        3. Process the Intercompany Purchase Order
      5. Intercompany Agreements
        1. Introduction
        2. Intercompany Sales and Purchase Agreements
      6. Direct Delivery
        1. Introduction
        2. Action Policies for Direct Delivery
        3. Automatic Posting and Printing Packing Slips and Invoices
        4. Generate an Invoice
      7. Update and Synchronization of the Intercompany Chain
        1. Introduction
        2. Update the Original Sales Order
        3. Deleting Intercompany Order Chains
        4. Deactivate Products for Intercompany Trade
        5. Synchronization of Intercompany Orders
        6. Document Handling in Intercompany
      8. Return Orders
        1. Introduction
        2. Intercompany Return Order Chain
        3. Direct Delivery Return Orders
        4. Disposition Codes
        5. Synchronization of RMA Numbers
        6. Replacement Orders
      9. Serial and Batch Number Registration
        1. Introduction
        2. Manual Serial and Batch Registration
        3. Automatic Serial and Batch Registration
      10. Security
        1. Introduction
        2. Predefined Roles: Upstream Sales View and Navigation
        3. Predefined Roles: Upstream Procurement View
        4. Predefined Roles: Downstream Direct Delivery Processing
        5. Predefined Roles: Upstream Sales View and Navigation

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Do you have the right background for 80422: Intercompany Setup and Order Processing 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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