Course Outline: 

Chapter 1: Introduction

The purpose of this chapter is to introduce students to the course and its goals.

After completing this module, students will be able to:

• Understand the purpose of the Trade & Logistics I in Microsoft Dynamics AX 4.0 training course.
• Define Trade and Logistics.
• Have a basic understanding of inventory in Microsoft Dynamics AX 4.0.

Chapter 2: Working with Purchase and Sales Orders

This chapter focuses on how to create purchase and sales orders, using the Simple and Advanced views of purchase and sales orders, purchase and sales order types, and purchase and sales parameters.

After completing this module, students will be able to:

• Create a new purchase order using the Simple and Advanced views.
• Add items to a purchase order.
• Understand the purchase order type options.
• Create a new sales order using the Simple and Advanced views.
• Add items to a sales order.
• Understand the sales order type options.
• Understand which parameters affect how a purchase order is created and which parameters can affect how the purchase order is printed.
• Understand which parameters affect how a sales order is created.
• Specify alternative receipt addresses for a purchase order line.
• Specify alternative delivery addresses for a sales order header and sales order lines.
• Set up the delivery date control system.
• Use the Available dates functionality to select the earliest possible delivery date.
• Create and update an order the type direct delivery.

Chapter 3: Quotations

This chapter 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.

After completing this module, students will be able to:

• Set up necessary number sequences and tables for using sales quotations.
• Set up default values for quotations.
• Create, modify, and delete quotations.
• Convert a sales quotation to a sales order.
• Create quotation templates.
• Use various quotation functions.

Chapter 4: Inventory

In this chapter we concentrate on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data created in this module is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.

After completing this module, students will be able to:

• Set up Item Groups.
• Set up Inventory Model Groups.
• Set up a Dimension group.
• Create a Unit of Measure.
• Set up a Warehouse.
• Create an Item.
• Set up default fields needed for creating an Item.
• Understand inventory model and negative inventory options.
• Understand how model groups integrate with other areas of Microsoft Dynamics AX 4.0.
• Understand how the Model Group can determine the physical update of an item.
• Understand how Dimension Groups are used to define the physical characteristics of an item.
• Understand how items are stored in inventory, as determined by Dimension groups.
• Understand purchase, cost and sales pricing of an item.

Chapter 5: Sales and Purchase Order Postings

In this chapter we discuss a variety of different posting techniques and processes that you apply when working with sales and purchase orders in Microsoft Dynamics AX 4.0. Additionally, inventory posting profiles is discussed. Inventory posting profiles control what ledger accounts are used and when they are used when purchasing and selling inventory.

After completing this module, students will be able to:

• Understand the basics of posting.
• Purchase and sales posting techniques and processes.
• Inventory posting and inventory posting profiles.
• Posting a purchase order.
• Posting a sales order.
• The use of inventory sales order posting.
• How sales posting profiles integrate with other areas of Microsoft Dynamics AX 40.
• Setting up an Inventory sales posting profile

Chapter 6: Serial and Batch Numbers

In this chapter we discuss how serial numbers and batch numbers are used, and how to set up, allocate, and change serial numbers and batch numbers. In addition, we focus on how to use the serial and batch number tracing functionality in Microsoft Dynamics AX.

After completing this module, students will be able to:

• Understand the concept of a serial number and a batch number.
• Understand the setup of serial and batch numbers as Inventory dimensions.
• Manually allocate serial and batch numbers.
• Automatically allocate serial and batch numbers.
• Understand how to create a number group that will be used to automatically allocate serial and batch numbers.
• Understand the importance and relevance of tracing through serial and batch numbers.
• Trace the receipt and issue of serialized items within Microsoft Dynamics AX.

Chapter 7: Over/Under Delivery and Miscellaneous Charges

In this chapter, we discuss how to handle differences between ordered and received or delivered quantities in Microsoft Dynamics AX. In addition, we discuss how to handle miscellaneous 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.

After completing this module, students will be able to:

• Understand the parameter settings for over/under delivery.
• Understand the item settings for over/under delivery.
• Be able to adjust over/under delivery on an item for everyday and exception handling.
• Know how to close orders that have not been fully received.
• Understand working with miscellaneous charges that include fixed charges.
• Be able to set up and define sales and purchase charge codes.
• Be able to set up miscellaneous charges on order headers and lines.
• Know how to allocate fixed fee costs to purchase order lines.
• Be able to set up automatic miscellaneous charges.
• Be able to define and use automatic miscellaneous charge codes.
• Know how to assign Landed Cost.

Chapter 8: Quarantine Management

In this chapter we discuss how Microsoft Dynamics uses Quarantine orders. Items can be set aside to await either manual or automatic approval, depending on set up. The item may be in quarantine for a certain period, for example, for quantity control purposes. Document management can be used, alongside a Quarantine order, in order to document data for a specific order. Quarantine management is part of the Microsoft Dynamics AX Inventory management module.

After completing this module, students will be able to:

• Set up a warehouse for quarantine usages.
• Understand the relationship between default and quarantine warehouses.
• Set up parameters necessary for quarantine management.
• Understand the quarantine process.
• Determine the statuses of a quarantined order.
• Understand the transactions created in the quarantine management process

Chapter 9: Reporting and Statistics

In this chapter we introduce how the ABC Inventory Classification System is used in Microsoft Dynamics AX. We also discuss how to use Microsoft Dynamics AX reports to help in forecasting sales and purchase expectations.

After completing this module, students will be able to:

• Understand the ABC Inventory Classification System and its use in Microsoft Dynamics AX.