1 Introduction
• Logistics and Trade Definition
• Inventory Management
• Microsoft Dynamics AX 4.0: Physical and Financial Inventory Understanding the information Flow in Microsoft Dynamics
2 Working with Purchase and Sales Orders
• Purchase order -Simple view
• Create Purchase Order lines
• Purchase Orders -Advanced view
• Purchase Order Types
• Sale Order Simple and Advanced view
• Sales Order types
• Purchase and Sales Parameters
• Multiple ship to functionality
• Enhanced delivery date control
• Direct delivery
3 Quotations
• Setup a Sales Quotation
• Work with Quotations
• Various Quotation functions
4 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
5 Sales and Purchase Order
• What is Posting ?
• Post Purchase Orders
• Updating sales Order
• Sales Order Posting Profile
• Purchase Order Posting Profile
6 Serial and Batch Numbers
• Setting up Serial and Batch Numbers as Inventory Dimensions Manually allocating Serial and / or Batch Numbers
• Automatically allocating Serial and / or Batch Numbers
• Creating Number groups Automatic allocation
• Understanding Tracing
• Tracing the Receipts and Issue Serialized Items
• Trace inventory dimensions
• Changing Serial & Batch Numbers
• Edit Dimension Forms
• Transfer Journal
7 Over/ Under Delivery and Miscellaneous Charges
• Over/Under delivery Setup
• Parameter Setup
• Item Setup
• Over/Under delivery Transactions
• Miscellaneous Charges
• Fixed Charges
• Miscellaneous Charges Codes
• Setting Up Manual Miscellaneous Charges
• Setting Up Automatically Miscellaneous Charges
• Editing Automatic Miscellaneous Charges
• Miscellaneous charges Transactions
• Landed Cost Miscellaneous Charges
Quarantine Management
• Quarantine Management Setup
• Quarantine Warehouse Setup
• Quarantine Parameters
• Quarantine Item Management
• Quarantine Processing
• Manual Quarantine Orders
• Automatic Quarantine Management
• Quarantine Order Processing Options
• Inventory Transactions on Quarantine Items
9 Reporting and Statistics
• ABC Inventory Classification
• Pareto’s Law
• ABC Codes
• ABC Classification Job
• Purchase Order Analysis
• Deciding Item Coverage
• Sales Order Analysis
Trade & Logistic II in Microsoft Dynamics AX 4.0
1 Item Registration
• Item Registration Setup
• Automatic and Manual Registration of a Pick
• Item registration of serialized and batch inventory
• Editing, Reversing and split picks
• Release Sales order picking
2 Reservations and Marking
• Reservation, Dimensions and Transactions
• Reservation parameters
• Manual Reservations
• Automatic Reservations
• Explosion Reservations
• View Reservations
• Lock Reservations
• Cancel Reservations
• Batch Reservations
• Picking Reserved Items
• Marking
3 Item Returns
• Vendor Returns
• Vendor Returns with serialized Items
• Customer Returns
• Customer serialized Returns
4 Customer and Vendor Trade Agreements
• Setup Trade Agreements
• Activate Trade Agreements
• Trade Agreement Parameters
• Make adjustments to Agreements
• Supplementary Items
5 Inventory Closing
• The fundamental Costing issue
• Standard Cost Price
• Estimated Inventory values before closing
• Packing slip updates and inventory value
• Inventory models used for closing
• The dimension group parameter financial
• inventory and inventory closing
• Pre-closing actions
• Closing Inventory
• Inventory recalculation
• Manual inventory adjustments
• Inventory costing and adjusting reports
6 Inventory Journal
• Inventory Journal general setup
• Journal Names
• Dimensions and more
• Posting
• Profit/Loss and movement Journal
• Transfer Journal
• Bills of Material Journal
• Counting Journals Setup
• Warehouse Items
• Counting groups
• Creating and processing a counting journal
• Tag counting Journal
7 Transfer Orders
• Setup for transfer orders
• Using the Transfer orders form
• Picking items for a transfer order
• Shipping and receiving a transfer order
8 Commission
• Commission setup
• Commission posting
• Commission customer group and commission
• item Group
• Commission sales group
• Commission calculation
• Viewing commission transactions
• Commission transaction for item returns
III BILL OF MATERIALS
IV WAREHOUSE MANAGEMENT
• Logistics and Trade Definition
• Inventory Management
• Microsoft Dynamics AX 4.0: Physical and Financial Inventory Understanding the information Flow in Microsoft Dynamics
2 Working with Purchase and Sales Orders
• Purchase order -Simple view
• Create Purchase Order lines
• Purchase Orders -Advanced view
• Purchase Order Types
• Sale Order Simple and Advanced view
• Sales Order types
• Purchase and Sales Parameters
• Multiple ship to functionality
• Enhanced delivery date control
• Direct delivery
3 Quotations
• Setup a Sales Quotation
• Work with Quotations
• Various Quotation functions
4 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
5 Sales and Purchase Order
• What is Posting ?
• Post Purchase Orders
• Updating sales Order
• Sales Order Posting Profile
• Purchase Order Posting Profile
6 Serial and Batch Numbers
• Setting up Serial and Batch Numbers as Inventory Dimensions Manually allocating Serial and / or Batch Numbers
• Automatically allocating Serial and / or Batch Numbers
• Creating Number groups Automatic allocation
• Understanding Tracing
• Tracing the Receipts and Issue Serialized Items
• Trace inventory dimensions
• Changing Serial & Batch Numbers
• Edit Dimension Forms
• Transfer Journal
7 Over/ Under Delivery and Miscellaneous Charges
• Over/Under delivery Setup
• Parameter Setup
• Item Setup
• Over/Under delivery Transactions
• Miscellaneous Charges
• Fixed Charges
• Miscellaneous Charges Codes
• Setting Up Manual Miscellaneous Charges
• Setting Up Automatically Miscellaneous Charges
• Editing Automatic Miscellaneous Charges
• Miscellaneous charges Transactions
• Landed Cost Miscellaneous Charges
Quarantine Management
• Quarantine Management Setup
• Quarantine Warehouse Setup
• Quarantine Parameters
• Quarantine Item Management
• Quarantine Processing
• Manual Quarantine Orders
• Automatic Quarantine Management
• Quarantine Order Processing Options
• Inventory Transactions on Quarantine Items
9 Reporting and Statistics
• ABC Inventory Classification
• Pareto’s Law
• ABC Codes
• ABC Classification Job
• Purchase Order Analysis
• Deciding Item Coverage
• Sales Order Analysis
Trade & Logistic II in Microsoft Dynamics AX 4.0
1 Item Registration
• Item Registration Setup
• Automatic and Manual Registration of a Pick
• Item registration of serialized and batch inventory
• Editing, Reversing and split picks
• Release Sales order picking
2 Reservations and Marking
• Reservation, Dimensions and Transactions
• Reservation parameters
• Manual Reservations
• Automatic Reservations
• Explosion Reservations
• View Reservations
• Lock Reservations
• Cancel Reservations
• Batch Reservations
• Picking Reserved Items
• Marking
3 Item Returns
• Vendor Returns
• Vendor Returns with serialized Items
• Customer Returns
• Customer serialized Returns
4 Customer and Vendor Trade Agreements
• Setup Trade Agreements
• Activate Trade Agreements
• Trade Agreement Parameters
• Make adjustments to Agreements
• Supplementary Items
5 Inventory Closing
• The fundamental Costing issue
• Standard Cost Price
• Estimated Inventory values before closing
• Packing slip updates and inventory value
• Inventory models used for closing
• The dimension group parameter financial
• inventory and inventory closing
• Pre-closing actions
• Closing Inventory
• Inventory recalculation
• Manual inventory adjustments
• Inventory costing and adjusting reports
6 Inventory Journal
• Inventory Journal general setup
• Journal Names
• Dimensions and more
• Posting
• Profit/Loss and movement Journal
• Transfer Journal
• Bills of Material Journal
• Counting Journals Setup
• Warehouse Items
• Counting groups
• Creating and processing a counting journal
• Tag counting Journal
7 Transfer Orders
• Setup for transfer orders
• Using the Transfer orders form
• Picking items for a transfer order
• Shipping and receiving a transfer order
8 Commission
• Commission setup
• Commission posting
• Commission customer group and commission
• item Group
• Commission sales group
• Commission calculation
• Viewing commission transactions
• Commission transaction for item returns
III BILL OF MATERIALS
IV WAREHOUSE MANAGEMENT