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: Overview

1-1

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

Introduction ......................................................................................................... 1-1
Supply Chain ...................................................................................................... 1-2
Product Information Management ...................................................................... 1-3
Inventory Management ....................................................................................... 1-3
Warehouse Management ................................................................................... 1-4
Quality Management .......................................................................................... 1-4
Summary ............................................................................................................ 1-4

Chapter 2: Product Information Management

2-1

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

Introduction ......................................................................................................... 2-1
Defining Products ............................................................................................... 2-2
Modeling Configurable Products ...................................................................... 2-13
Inventory Dimension Groups ............................................................................ 2-18
Authorizing Product Setup in Legal Entity ........................................................ 2-24
Lab 2.1 - Creating and Releasing Product Masters.......................................... 2-27
Finalizing Released Products ........................................................................... 2-29
Lab 2.2 - Create and Apply a Product Template to Multiple Products.............. 2-33
Default Order and Site Settings ........................................................................ 2-34
Item Pricing ...................................................................................................... 2-38
Unit of Measure ................................................................................................ 2-46
Defining Products as Not Stocked .................................................................... 2-48
Summary .......................................................................................................... 2-49
Test Your Knowledge ....................................................................................... 2-50
Quick Interaction: Lessons Learned ................................................................. 2-52
Solutions ........................................................................................................... 2-53

Chapter 3: Inventory Management Setup

3-1

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

Introduction ......................................................................................................... 3-1
Item Groups ........................................................................................................ 3-2
Item Model Groups ............................................................................................. 3-6
Lab 3.1 - Create an Item Model Group and Apply It to a Released Product .... 3-17
Warehouse Management ................................................................................. 3-18
Summary .......................................................................................................... 3-22
Test Your Knowledge ....................................................................................... 3-23
Quick Interaction: Lessons Learned ................................................................. 3-24
Solutions ........................................................................................................... 3-25

Chapter 4: Purchase Orders

4-1

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

Supply Chain Foundation in Microsoft Dynamics AX 2012

Introduction ......................................................................................................... 4-1
Working with Purchase Orders ........................................................................... 4-2
Set Up Purchasing Parameters .......................................................................... 4-8
Create Purchase Orders .................................................................................. 4-16
Process Purchase Orders ................................................................................ 4-25
Lab 4.1 - Create Purchase Orders ................................................................... 4-30
Generate Purchase Order Documents ............................................................. 4-31
Change Management ....................................................................................... 4-39
Lab 4.2 - Change Management ........................................................................ 4-44
Purchase Order Tasks ..................................................................................... 4-45
Purchase Order Inquiries and List Pages ......................................................... 4-51
Summary .......................................................................................................... 4-53
Test Your Knowledge ....................................................................................... 4-54
Quick Interaction: Lessons Learned ................................................................. 4-56
Solutions ........................................................................................................... 4-57

Chapter 5: Serial and Batch Numbers

5-1

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

Introduction ......................................................................................................... 5-1
Dimension Group - Tracking Dimensions ........................................................... 5-2
Manual Allocation ............................................................................................... 5-3
Lab 5.1 - Set Up an Item with Manual Allocation of Serial Numbers ................ 5-11
Automatic Allocation ......................................................................................... 5-13
Lab 5.2 - Set Up an Automatically Allocated Serialized Product ...................... 5-18
Tracing ............................................................................................................. 5-20
Lab 5.3 - Trace Items ....................................................................................... 5-25
Summary .......................................................................................................... 5-26
Test Your Knowledge ....................................................................................... 5-27
Quick Interaction: Lessons Learned ................................................................. 5-28
Solutions ........................................................................................................... 5-29

Chapter 6: Sales Orders

6-1

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

Introduction ......................................................................................................... 6-1
Working with Sales Orders ................................................................................. 6-2
Sales Order Types ............................................................................................. 6-7
Set Up Sales Parameters ................................................................................... 6-9
Creating a Sales Order ..................................................................................... 6-21
Lab 6.1 - Create a Sales Order ........................................................................ 6-27
Ship to Multiple Addresses ............................................................................... 6-28
Delivery Schedule ............................................................................................ 6-30
Enhanced Delivery Date Control ...................................................................... 6-32
Lab 6.2 - Setting up Transport Times ............................................................... 6-41
Available Ship and Receipt Dates .................................................................... 6-42
Order Entry Deadlines ...................................................................................... 6-44
Direct Delivery .................................................................................................. 6-49
Lab 6.3: Direct Delivery .................................................................................... 6-55
Processing a Sales Order ................................................................................ 6-56
Generate a Sales Order Confirmation .............................................................. 6-57
Generate a Sales Order Picking List ................................................................ 6-61

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Table of Contents
Process a Picking List Registration .................................................................. 6-63
Generate a Sales Order Packing Slip............................................................... 6-64
Shipping Carrier Interface ................................................................................ 6-68
Summary .......................................................................................................... 6-70
Test Your Knowledge ....................................................................................... 6-71
Quick Interaction: Lessons Learned ................................................................. 6-72
Solutions ........................................................................................................... 6-73

Chapter 7: Quality Management

7-1

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

Introduction ......................................................................................................... 7-1
Set Up Quality Management Basics ................................................................... 7-2
Lab 7.1: Set Up Quality Management Basics ................................................... 7-16
Set Up Automatic Quality Order Generation .................................................... 7-22
Lab 7.2 - Set Up Automatic Quality Order Generation ..................................... 7-25
Create a Manual Quality Order ........................................................................ 7-26
Lab 7.3 - Create a Manual Quality Order ......................................................... 7-28
Working with a Non Conformance .................................................................... 7-30
Quality Reports and Certificates ....................................................................... 7-38
Summary .......................................................................................................... 7-40
Test Your Knowledge ....................................................................................... 7-41
Quick Interaction: Lessons Learned ................................................................. 7-43
Solutions ........................................................................................................... 7-44

Chapter 8: Inventory Journals

8-1

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

Introduction ......................................................................................................... 8-1
Inventory Journals Setup .................................................................................... 8-2
Inventory Adjustment and Movement Journals .................................................. 8-8
Lab 8.1 - Create a Movement Journal .............................................................. 8-11
Lab 8.2 - Create an Inventory Adjustment Journal ........................................... 8-13
Transfer Journals ............................................................................................. 8-13
Lab 8.3 - Create a Transfer Journal ................................................................. 8-16
Bill of Material Journals .................................................................................... 8-17
Lab 8.4 - Create a Bill of Material Journal ........................................................ 8-19
Counting Journals ............................................................................................ 8-20
Counting Journal Setup .................................................................................... 8-20
Creating and Processing a Counting Journal ................................................... 8-24
Lab 8.5 - Create a Counting Journal ................................................................ 8-29
Tag Counting Journals ..................................................................................... 8-30
Inventory Blocking ............................................................................................ 8-32
Summary .......................................................................................................... 8-36
Test Your Knowledge ....................................................................................... 8-37
Quick Interaction: Lessons Learned ................................................................. 8-39
Solutions ........................................................................................................... 8-40

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Supply Chain Foundation in Microsoft Dynamics AX 2012

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