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Course outline for M8625: Trade & Logistics I in Microsoft Dynamics AX 4.0M8625: Trade & Logistics I in Microsoft Dynamics AX 4.0


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Course Duration: 3 days


Course Code: M8625


Course Description:


The three-day Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1, course explores the basics of trade and inventory flow in Microsoft Dynamics AX 4.0. This course shows you how to manage sales and purchase transactions, manage inventory that includes quarantine management, post sales and purchase transactions, assign, manage, and trace serial and batch numbers. This course also teaches you how to allow for over/under delivery of both sales and purchases, assign miscellaneous charges, assign ABC Classifications to items, and report on inventory, sales, and purchasing activities.

 

Customers wishing to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics AX 4.0 Trade & Logistics functionality.

 

The class is targeted toward sales and purchase managers, salespeople, and purchasers, and other people in organizations responsible for the setup and administration of trade and logistics, and inventory management functionality.


Prerequisites:

Before attending this course, students must have:
- General knowledge of Microsoft Windows
- The ability to use Microsoft Dynamics AX 4.0 for basic processing

In addition, it is recommended, but not required, that students have:
- Basic knowledge of trade and logistics
- Basic knowledge of inventory management concepts


Relevant Certifications:

Microsoft Certified Business Management Solutions Specialist: For Dynamics AX

Microsoft Certified Business Management Solutions Professional: For Dynamics AX


This course includes the following modules:

Introduction

  • Logistics and Trade Definition
  • Inventory Management
  • Microsoft Dynamics AX 4.0: Physical and Financial Inventory
  • Understanding the Information Flow in Microsoft Dynamics AX 4.0

Working with Purchase and Sales Orders

  • Purchase Orders – Simple View
  • Create Purchase Order Lines
  • Purchase Orders – Advanced View
  • Purchase Order Types
  • Sales Orders – Simple View and Advanced View
  • Sales Order Types
  • Purchase order and Sales Order Parameters
  • Multiple Ship to functionality
  • Enhanced delivery date control
  • Direct delivery

Quotations

  • Set up a Sales Quotation
  • Work with Quotations
  • Various Quotation Functions

Inventory

  • Item Groups
  • Inventory Model Groups
  • Dimension Groups
  • Inventory Parameters
  • Creating Items
  • Units of Measure and setting up unit conversion
  • Warehouse Management
  • Setting Purchase, Cost, and Sales Pricing of Items

 

Location

Duration

RRP

May

Jun

Jul

Aug

Sep

Oct

Click on course date to make a booking, check availability, or find out about available discounts.

London (Mid)

3 days

£975

 

30 - 2

 

 

24 - 26

 

London (Ros)

3 days

£975

19 - 21

 

 

 

 

 


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