Table of Contents

Introduction

0-1

Welcome ............................................................................................................ 0-1

Microsoft Dynamics Courseware Contents ........................................................ 0-2
Documentation Conventions .............................................................................. 0-3
Student Objectives ............................................................................................. 0-4

Chapter 1: Reservations

1-1

Objectives ........................................................................................................... 1-1

Introduction ......................................................................................................... 1-1
Scenario ............................................................................................................. 1-2
Why Perform Reservations and What Can You Reserve? ................................. 1-2
Manual Reservations .......................................................................................... 1-6
Lab 1.1 - Manual Reservations ........................................................................ 1-10
Automatic Reservations.................................................................................... 1-12
Lab 1.2 - Automatic Reservations .................................................................... 1-13
Automatic Reservation and Selection of Lots ................................................... 1-15
Explosion Reservation ...................................................................................... 1-21
View Reservations ............................................................................................ 1-25
Lock Reservations ............................................................................................ 1-29
Cancel Reservations ........................................................................................ 1-31
Batch Reservation ............................................................................................ 1-32
Picking Reserved Items .................................................................................... 1-32
Summary .......................................................................................................... 1-34
Test Your Knowledge ....................................................................................... 1-35
Quick Interaction: Lessons Learned ................................................................. 1-37
Solutions ........................................................................................................... 1-38

Chapter 2: Customer and Vendor Trade Agreements

2-1

Objectives ........................................................................................................... 2-1

Introduction ......................................................................................................... 2-1
Scenario ............................................................................................................. 2-2
Activate Trade Agreements ................................................................................ 2-2
Set Up Trade Agreements .................................................................................. 2-3
Lab 2.1 - Vendor Trade Agreement Setup ....................................................... 2-15
Lab 2.2- Customer Trade Agreement Setup .................................................... 2-17
Trade Agreement Parameters .......................................................................... 2-20
Make Adjustments to Agreements.................................................................... 2-22
Lab 2.3 - Making Adjustments to Agreements.................................................. 2-28
Supplementary Items ....................................................................................... 2-30
Lab 2.4 - Supplementary Items ........................................................................ 2-34
Summary .......................................................................................................... 2-37
Test Your Knowledge ....................................................................................... 2-38
Quick Interaction: Lessons Learned ................................................................. 2-40
Solutions ........................................................................................................... 2-41

Chapter 3: Request For Quote

3-1

Objectives ........................................................................................................... 3-1

Introduction ......................................................................................................... 3-1
Scenario ............................................................................................................. 3-2

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement

Trade and Logistics II in Microsoft Dynamics AX 2009

Create a Request For Quote Case ..................................................................... 3-2
Procedure - Record Request for Quote Replies ................................................. 3-7
Procedure - Compare Request for Quote Replies.............................................. 3-8
Procedure - Accept a Request for Quote ........................................................... 3-8
Lab. 3.1 - Create a Request for Quote ............................................................. 3-10
Summary .......................................................................................................... 3-21
Test Your Knowledge ....................................................................................... 3-22
Quick Interaction: Lessons Learned ................................................................. 3-23
Solutions ........................................................................................................... 3-24

Chapter 4: Purchase Requisitions

4-1

Objectives ........................................................................................................... 4-1

Introduction ......................................................................................................... 4-1
Scenario ............................................................................................................. 4-2
Managing Purchase Requisitions ....................................................................... 4-2
Lab 4.1 - Create Purchase Requisition ............................................................ 4-16
Setting Up Purchase Requisitions .................................................................... 4-19
Define User Groups and Security Settings for Purchase Requisitions ............. 4-34
Purchase Requisition Workflow ........................................................................ 4-40
Lab 4.2 - Create Purchase Requisition Workflow Configuration ...................... 4-54
Summary .......................................................................................................... 4-58
Test Your Knowledge ....................................................................................... 4-59
Quick Interaction: Lessons Learned ................................................................. 4-61
Solutions ........................................................................................................... 4-62

Chapter 5: Sales Quotation

5-1

Objectives ........................................................................................................... 5-1

Introduction ......................................................................................................... 5-1
Scenario ............................................................................................................. 5-2
Sales Quotation Setup ....................................................................................... 5-2
Working with Quotations .................................................................................... 5-5
Lab 5.1 - Create a Sales Quotation and Convert it to a Sales Order ............... 5-12
Lab 5.2 - Create a Sales Quotation Template .................................................. 5-14
Lab 5.3 - Mass Create Sales Quotations.......................................................... 5-16
Additional Sales Quotation Features ................................................................ 5-17
Summary .......................................................................................................... 5-20
Test Your Knowledge ....................................................................................... 5-21
Quick Interaction: Lessons Learned ................................................................. 5-23
Solutions ........................................................................................................... 5-24

Chapter 6: Quality Management

6-1

Objectives ........................................................................................................... 6-1

Introduction ......................................................................................................... 6-1
Set Up Quality Management Basics ................................................................... 6-2
Lab 6.1 - Set Up Quality Management Basics.................................................. 6-13
Set Up Automatic Quality Order Generation .................................................... 6-20
Lab 6.2 - Set Up Automatic Quality Order Generation ..................................... 6-22
Create a Manual Quality Order ........................................................................ 6-24
Lab 6.3 - Create a Manual Quality Order ........................................................ 6-26
Work with a Non Conformance......................................................................... 6-28

ii

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement

Table of Contents
Non Conformance Corrections ......................................................................... 6-34
Quality Reports and Certificates ....................................................................... 6-35
Summary .......................................................................................................... 6-37
Test Your Knowledge ....................................................................................... 6-38
Quick Interaction: Lessons Learned ................................................................. 6-40
Solutions ........................................................................................................... 6-41

Chapter 7: Transfer Orders

7-1

Objectives ........................................................................................................... 7-1

Introduction ......................................................................................................... 7-1
Set Up of Transfer Orders .................................................................................. 7-2
Using the Transfer Orders Form......................................................................... 7-7
Lab 7.1 - Create a Transfer Order .................................................................... 7-11
Picking Items for a Transfer Order ................................................................... 7-13
Shipping and Receiving a Transfer order ......................................................... 7-16
Lab 7.2 - Pick, Ship and Receive a Transfer Order .......................................... 7-18
Summary .......................................................................................................... 7-21
Test Your Knowledge ....................................................................................... 7-22
Quick Interaction: Lessons Learned ................................................................. 7-23
Solutions ........................................................................................................... 7-24

Chapter 8: Commissions

8-1

Objectives ........................................................................................................... 8-1

Introduction ......................................................................................................... 8-1
Set Up a Commission ......................................................................................... 8-2
Lab 8.1 - Commission Calculations .................................................................. 8-11
View Commission Transactions ....................................................................... 8-13
Lab 8.2 - Commission Transaction ................................................................... 8-15
Commission Transactions for Return Items ..................................................... 8-16
Lab 8.3 - Return Item Commission Transactions ............................................. 8-17
Summary .......................................................................................................... 8-19
Quick Interaction: Lessons Learned ................................................................. 8-20

Chapter 9: Inventory Journals

9-1

Objectives ........................................................................................................... 9-1

Introduction ......................................................................................................... 9-1
Setup of Inventory Journals ................................................................................ 9-2
Profit/Loss and Movement Journals ................................................................... 9-8
Lab 9.1 - Movement Journal ............................................................................. 9-12
Lab 9.2 - Profit and Loss Journal ..................................................................... 9-14
Transfer Journals ............................................................................................. 9-15
Lab 9.3 - Transfer Journal ................................................................................ 9-17
Bill of Material Journals .................................................................................... 9-19
Lab 9.4 - Bill of Material Journal ....................................................................... 9-21
Counting Journals ............................................................................................ 9-23
Counting Journal Specific Setup ...................................................................... 9-23
Creating and Processing a Counting Journal ................................................... 9-26
Lab 9.5 - Counting Journal ............................................................................... 9-32
Tag Counting Journals ..................................................................................... 9-35
Summary .......................................................................................................... 9-37

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement

iii

Trade and Logistics II in Microsoft Dynamics AX 2009

Test Your Knowledge ....................................................................................... 9-38
Quick Interaction: Lessons Learned ................................................................. 9-40
Solutions ........................................................................................................... 9-41

Chapter 10: Inventory Reporting and Statistics

10-1

Objectives ......................................................................................................... 10-1

Introduction ....................................................................................................... 10-1
ABC Inventory Classification ............................................................................ 10-2
Lab 10.1 - Perform an ABC Analysis ................................................................ 10-8
Lab 10.2 - Run ABC Classification Reports.................................................... 10-10
Forecasting Reports ....................................................................................... 10-13
Lab 10.3 - Reports .......................................................................................... 10-17
Summary ........................................................................................................ 10-19
Test Your Knowledge ..................................................................................... 10-20
Quick Interaction: Lessons Learned ............................................................... 10-21
Solutions ......................................................................................................... 10-22

iv

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement