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: Work Breakdown Structure

1-1

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

Introduction ......................................................................................................... 1-1
Work Breakdown Structure Template................................................................. 1-2
Lab 1.1 - Create a Work Breakdown Structure Template................................. 1-13
Creating a Project Work Breakdown Structure ................................................. 1-14
Rate Card ......................................................................................................... 1-23
Summary .......................................................................................................... 1-29
Test Your Knowledge ....................................................................................... 1-30
Quick Interaction: Lessons Learned ................................................................. 1-33
Solutions ........................................................................................................... 1-34

Chapter 2: Project Quotations

2-1

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

Introduction ......................................................................................................... 2-1
Project Quotation ................................................................................................ 2-2
Creating Project Quotes ..................................................................................... 2-8
Lab 2.1 - Create the Project Quotation and Generate Quotation Lines from the
WBS ................................................................................................................. 2-20
Resource Assignment ...................................................................................... 2-22
Quotation Business Process ............................................................................ 2-30
Lab 2.2 - Submit the Project Quotation for Approval and Confirm the Quote... 2-34
Transferring the Quotation to the Project ......................................................... 2-36
Summary .......................................................................................................... 2-44
Test Your Knowledge ....................................................................................... 2-46
Quick Interaction: Lessons Learned ................................................................. 2-49
Solutions ........................................................................................................... 2-50

Chapter 3: Resource Scheduling

3-1

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

Introduction ......................................................................................................... 3-1
Configuring Resource Competencies ................................................................. 3-2
Lab 3.1 - Configure Resource Competencies for Workers ............................... 3-11
Defining Project Requirements ......................................................................... 3-13
Assigning Resources to a Project Based on Resource Availability .................. 3-16
Assigning Resources to a Project Based on Project Demand.......................... 3-21
Integration with Microsoft Project Integration Server 2010 ............................... 3-28
Resource Assignment and Utilization Inquiries and Reports......................... 3-32
Summary .......................................................................................................... 3-40
Test Your Knowledge ....................................................................................... 3-41
Quick Interaction: Lessons Learned ................................................................. 3-44
Solutions ........................................................................................................... 3-45

Microsoft Official Training Materials for Microsoft Dynamics

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

Service Industries in Microsoft Dynamics AX 2012

Chapter 4: Project Contracts with Billing Rules

4-1

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

Introduction ......................................................................................................... 4-1
Creation of Project Contracts ............................................................................. 4-2
Overview of Billing Rules .................................................................................... 4-4
Lab 4.1 - Create a Time and Material Billing Rule Associated to a Project
Contract ............................................................................................................ 4-17
Invoice Formats ................................................................................................ 4-40
Summary .......................................................................................................... 4-50
Test Your Knowledge ....................................................................................... 4-51
Quick Interaction: Lessons Learned ................................................................. 4-54
Solutions ........................................................................................................... 4-55

Chapter 5: Project Invoicing

5-1

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

Introduction ......................................................................................................... 5-1
Invoice Processing ............................................................................................. 5-2
Lab 5.1 - Reformat and Present Invoice ........................................................... 5-17
Customer Advance ........................................................................................... 5-21
Lab 5.2 - Define and Request a Customer Advance ........................................ 5-26
Summary .......................................................................................................... 5-36
Test Your Knowledge ....................................................................................... 5-37
Quick Interaction: Lessons Learned ................................................................. 5-39
Solutions ........................................................................................................... 5-40

Chapter 6: Payment Retention

6-1

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

Introduction ......................................................................................................... 6-1
Customer Payment Retention ............................................................................ 6-2
Lab 6.1 - Create a Retention Term and Post an Hour Journal ......................... 6-28
Vendor Payment Retention .............................................................................. 6-32
Lab 6.2 - Assign a Vendor Payment Retention Term and Invoice the Purchase
Order ................................................................................................................ 6-61
Summary .......................................................................................................... 6-66
Test Your Knowledge ....................................................................................... 6-67
Quick Interaction: Lessons Learned ................................................................. 6-70
Solutions ........................................................................................................... 6-71

Chapter 7: Subcontracting Terms

7-1

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

Introduction ......................................................................................................... 7-1
Pay When Paid ................................................................................................... 7-3
Lab 7.1 - Assign a PWP Term to a Vendor for a Project .................................. 7-29
Lab 7.2 - Invoice a Purchase Order with the Pay When Paid Term ................. 7-30
Inquiries and Reports ....................................................................................... 7-32
Summary .......................................................................................................... 7-37
Test Your Knowledge ....................................................................................... 7-38
Quick Interaction: Lessons Learned ................................................................. 7-40
Solutions ........................................................................................................... 7-41

ii

Microsoft Official Training Materials for Microsoft Dynamics

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

Table of Contents
Chapter 8: Cost Control

8-1

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

Introduction ......................................................................................................... 8-1
Indirect Costs ..................................................................................................... 8-2
Basic Setup ........................................................................................................ 8-4
Define Rules for the Indirect Cost Calculation .................................................... 8-8
Assigning Indirect Cost Component Groups .................................................... 8-13
Lab 8.1 - Create an Indirect Cost Components Group ..................................... 8-16
Processing an Indirect Cost Transactions ........................................................ 8-18
Splitting Indirect Costs between Multiple Funding Sources.............................. 8-47
Adjusting Indirect Costs .................................................................................... 8-52
Summary .......................................................................................................... 8-59
Test Your Knowledge ....................................................................................... 8-60
Quick Interaction: Lessons Learned ................................................................. 8-62
Solutions ........................................................................................................... 8-63

Microsoft Official Training Materials for Microsoft Dynamics

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

iii

Service Industries in Microsoft Dynamics AX 2012

iv

Microsoft Official Training Materials for Microsoft Dynamics

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