Distribution and Trade in Microsoft Dynamics AX 2012 Training

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  • Course Content
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Distribution and Trade in Microsoft Dynamics AX 2012 training provides knowledge and skills on the advanced trade and logistics functionality available in MS Dynamics AX 2012. The training will guide on how to deliver the goods by managing batch inventory and reverse inventory. The aspirants will learn how to setup, activate, and modify customer and vendor trade agreements. Managing sales quotation, commission agreement, ABC Inventory Classification System will also be discussed.

After the completion of training, you will inculcate the following capabilities:

  • Handle ordered, delivered, and received quantities
  • Manage charge codes, manual charges, automatic charges in Sales and Purchase orders
  • Describe the parameters of trade agreements and setup customer and vendor trade agreements
  • Work on sales and purchase agreements
  • Mange items arrival with complete details
  • Create Quarantine Inventory and work on Quarantine management 
  • Set up and manage Inventory and warehouse management and Accounts receivable parameters for both manual and automatic reservations
  • Handle customer returns and item pickups
  • Support forecast sales and purchase expectations through classified reports
Target audience
  • Sales and purchase managers
  • Salespeople
  • Purchasers
  • Professionals involved in the setup and administration of trade and logistics, inventory management, and quarantine management  functionality
  • Aspirants who want to develop the working knowledge of Supply chain daily procedures using Microsoft Dynamics AX 2012

Following is the prerequisite for this training:

  • Basic knowledge  of trade and logistics and inventory management concepts
  • Familiarity with Microsoft Dynamics AX 2012 for basic processing
  • Completed Course 80305A: Supply Chain Foundation in Microsoft Dynamics AX 2012

After being trained in the above skills, to get the official Microsoft Dynamics AX 2012 Trade and Logistics certification, you can attempt for the exam MB6 – 870. For writing this exam, you must have to learn the other courses also namely, Supply Chain Foundation in Microsoft Dynamics AX 2012 and Bill of Materials in Microsoft Dynamics AX 2012.

Course 80306A: Distribution and Trade in Microsoft Dynamics AX 2012

1. Overview

  • Distribution and Trade

2. Over/Under Delivery and Charges

  • Introduction
  • Over/Under Delivery
  • Charges
  • Price Charges
  • Charges Codes
  • Manual Charges
  • Automatic Charges

3. Customer and Vendor Agreements

  • Activate Trade Agreements
  • Set Up Trade Agreements
  • Trade Agreements Parameters
  • Supplementary Items
  • Purchase and Sales Agreements

4. Item Arrival Registration

  • Introduction
  • Item Registration Setup
  • Item Arrival

5. Quarantine Management

  • Introduction
  • Quarantine Warehouse Setup Parameters
  • Quarantine Item Management
  • Inventory Transactions on Quarantine Items

6. Vendor Returns

  • Introduction
  • Create Vendor Returns
  • Create Vendor Returns for Serialized Items

7. Sales Quotations

  • Introduction
  • Sales Quotation Setup
  • Working with Quotations
  • Additional Sales Quotation Features

8. Item Reservations

  • Introduction
  • Why Perform Reservations and What You Can Reserve?
  • Manual Reservations
  • Automatic Reservations
  • Automatic Reservations and Selection of Batch
  • Explosion Reservations
  • View Reservations
  • Lock Reservations
  • Cancel Reservations
  • Batch Reservation
  • Picking Reserved Items

9. Sales Order Picking

  • Introduction
  • Enable Sales Order Picking and Setup
  • Release Sales Order Picking
  • Automatic Registration of a Pick
  • Manual Registration of a Pick
  • Item Pick Registration of a Serial and Batch Inventory
  • Edit, Reverse and Split a Pick

10. Customer Returns

  • Introduction
  • Set up Customer Returns
  • Create a Return Order
  • Item Arrival and Receipt Registration
  • Quarantine Orders
  • Replacement Orders

11. Commissions

  • Introduction
  • Set Up a Commission
  • View Commission Transactions
  • Commission Transactions For Return Items

12. Transfer Orders

  • Introduction
  • Set Up of Transfer Orders
  • Using the Transfer order Form
  • Picking Items For a Transfer Order
  • Shipping and Receiving a Transfer Order

13. Reports

  • Introduction
  • ABC Inventory Classification
  • Inventory Reports
  • Forecasting Reports


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