Microsoft Dynamics AX Training

Microsoft Dynamics AX Training is multi-language and multicurrency enterprise resource planning software solution with comprehensive business management features for financials.

Microsoft Dynamics AX Training (Technical) Curriculum

Introduction

ERP – Introduction-Biz application
Different technologies used for ERP
Introduction About Microsoft Dynamics AX
Versions of Ax and new features in Ax 2012, Architecture
Data components
UI
Programming
Integration with other apps (brief descriptions)

Architecture

Introduction to Microsoft Dynamics AX Development
Features of Microsoft Dynamics AX
Elements of Microsoft Dynamics AX Development
Microsoft Dynamics AX Object Server
Application Object Tree
IntelliMorph
MorphX
Inheritance
X++, Microsoft Dynamics AX Application Essentials
Microsoft Dynamics AX Layered Architecture
Models and Model management
Tools for Customization
Security, Inquiry and Reports
Conclusion

Data Components

Introduction to Microsoft Dynamics AX Data Dictionary
MorphX and the Application Object Tree
Features of the AOT
Objects in the Data Dictionary
Tables, Maps, Views and Extended Data Types
Base Enums and Security (Roles, Duties, Policies)
Microsoft Dynamics AX Table Structure and Components
Procedure: Creating a Table in Microsoft Dynamics AX
Relations
Data Types Primitive and Extended and Indexes

User Interfaces

Projects, Forms
Elements that Compose a Form
Form Designs
Forms and Their Data Sources
Forms and Their Methods
Menus Items in MorphX
Microsoft Dynamics AX Non-graphical Objects
Macros, Jobs, Queries
SSRS Reports (AX + SSRS integration Brief description)
Working with Report Design

Programming

Development environment
Introduction to X++
What is X++
New programming features in AX 2012
Object Oriented Programming features
How OOPS concept used in AX
Development Tools, Best Practices and Objects and Classes
Introduction to objects, Methods and Variables and classes
X++ Control Statements and Accessing the Database
Searching for records and Data manipulation
Queries using X++ Language
Development Environment and Tools and Training Objectives
Introduction, Development Environment Application
AOS Setup, Cross-References and Performance/Monitoring
Debugger, System Monitoring/ tracing and Query
While Select, Temporary Tables and Abstract Classes
Delegates, Variables and Collections and X++ Foundation Classes
X++ Access Modifiers and Code Visibility
Exceptions in X++ and Database Interactions in X++
Types of Classes, Run Base Framework and Args-Object
Number sequences

Advanced Topics (brief descriptions)

Work flow
EP (Ax web application)
Upgrade from Lower version

Microsoft Dynamics AX Training (Production) Curriculum

Introduction to Production Series

Objectives
Introduction
Core Concepts in Production
Setup and Interconnectivity
Overview of Production Process
Production at Multiple Sites
Example Multisite Production Scenarios
Overview of Additional Production Enhancements

Bill of Materials

Objectives
Introduction
Understanding BOMs
BOM Versions
Overview of Creating BOMs
Creating BOMs in the BOM Form
Creating BOMs in Item Details Form
BOM and Item Configurations
BOM Calculation
BOM Scrap.
BOM Measurements.
BOM Reports

Calendars and Work Centers

Objectives
Introduction
Working Time Template
Calendars
Work Center Groups
Work Centers
Operation Scheduling Percentage, Efficiency and Exclusivity
Capacity Planning and Finite Capacity

Operations and Routes

Objectives
Introduction
Operations
Cost Categories
Cost Groups
Route Groups
Routes
Scrap
Route Networks
Solutions

Parameters, Production Orders, and Life Cycle

Objectives
Introduction
Production Parameters and Journal Names
Production Orders
Production Process Overview
Production Status
Estimation
Optional Advanced Settings

Production Scheduling and Subcontracting

Objectives
Introduction
Scheduling Options
Operations Scheduling
Job Scheduling
Master Planning and Planned Production Orders
Locking Production Orders
Dispatching
Subcontracting

Control and End Production

Objectives
Introduction
Estimation and Scheduling Run First
Release Production Orders
Start Production Orders
Production Consumption
Report Production Orders as Finished
End Production Orders

Inquiries and Reports

Objectives
Introduction
Production Inquiries
Standard Reports
Base Data Reports
Transactions Reports
Journal and Costing Reports
Balance Reports
Analysis Reports
Route Reports
Work Centers Reports
Production Papers Reports
Update Log Reports

Subcontractor Work

Objectives
Introduction
BOM Line Types
Purchase Orders
Production Orders
Operations

Advanced Production Scheduling

Objectives
Introduction
Production Groups
Production Pools
Properties
Task Groups
Route Groups
Priority Scheduling
Splitting a Production Order

Scrap and Waste

Objectives
Introduction
BOM Scrap
Work Center Scrap
Route Scrap
Costing Of Scrap/Waste

General Ledger and the Production Series

Objectives
Introduction
Production Life Cycle Review
Ledger Settings
Production Journals
Posting Profile in Production Groups
Production Cost Overview
End Production Orders

Microsoft Dynamics AX Training (Trade & Logistics) Curriculum

Introduction

Logistics and Trade Definition
Inventory Management
Microsoft Dynamics AX 4.0: Physical and Financial Inventory
Understanding the information Flow in Microsoft Dynamics

Working with Purchase and Sales Orders

Purchase order – Simple view
Create Purchase Order lines
Purchase Orders – Advanced view
Purchase Order Types
Sale Order Simple and Advanced view
Sales Order types
Purchase and Sales Parameters
Multiple ship to functionality
Enhanced delivery date control
Direct delivery

Quotations

Setup a Sales Quotation
Work with Quotations
Various Quotation functions

Inventory

Item Groups
Inventory Model Groups
Dimension Groups
Inventory Parameters
Creating Items
Units of measure and setting up unit conversion
Warehouse Management
Setting Purchase, Cost and Sales Pricing of Items

Sales and Purchase Order

What is Posting ?
Post Purchase Orders
Updating sales Order
Sales Order Posting Profile
Purchase Order Posting Profile

Serial and Batch Numbers

Setting up Serial and Batch Numbers as Inventory Dimensions
Manually allocating Serial and / or Batch Numbers
Automatically allocating Serial and / or Batch Numbers
Creating Number groups Automatic allocation
Understanding Tracing
Tracing the Receipts and Issue Serialized Items
Trace inventory dimensions
Changing Serial & Batch Numbers
Edit Dimension Forms
Transfer Journal

Over/ Under Delivery and Miscellaneous Charges

Over/Under delivery Setup
Parameter Setup
Item Setup
Over/Under delivery Transactions
Miscellaneous Charges
Fixed Charges
Miscellaneous Charges Codes
Setting Up Manual Miscellaneous Charges
Setting Up Automatically Miscellaneous Charges
Editing Automatic Miscellaneous Charges
Miscellaneous charges Transactions
Landed Cost Miscellaneous Charges

Quarantine Management

Quarantine Management Setup
Quarantine Warehouse Setup
Quarantine Parameters
Quarantine Item Management
Quarantine Processing
Manual Quarantine Orders
Automatic Quarantine Management
Quarantine Order Processing Options
Inventory Transactions on Quarantine Items

Reporting and Statistics

ABC Inventory Classification
Pareto’s Law
ABC Codes
ABC Classification Job
Purchase Order Analysis
Deciding Item Coverage
Sales Order Analysis

Trade & Logistic II in Microsoft Dynamics AX 4.0 Item Registration

Item Registration Setup
Automatic and Manual Registration of a Pick
Item registration of serialized and batch inventory
Editing, Reversing and split picks
Release Sales order picking

Reservations and Marking

Reservation, Dimensions and Transactions
Reservation parameters
Manual Reservations
Automatic Reservations
Explosion Reservations
View Reservations
Lock Reservations
Cancel Reservations
Batch Reservations
Picking Reserved Items
Marking

Item Returns

Vendor Returns
Vendor Returns with serialized Items
Customer Returns
Customer serialized Returns

Customer and Vendor Trade Agreements

Setup Trade Agreements
Activate Trade Agreements
Trade Agreement Parameters
Make adjustments to Agreements
Supplementary Items

Inventory Closing

The fundamental Costing issue
Standard Cost Price
Estimated Inventory values before closing
Packing slip updates and inventory value
Inventory models used for closing
The dimension group parameter financial
Inventory and inventory closing
Pre- closing actions
Closing Inventory
Inventory recalculation
Manual inventory adjustments
Inventory costing and adjusting reports

Inventory Journal

Inventory Journal general setup
Journal Names
Dimensions and more
Posting
Profit/Loss and movement Journal
Transfer Journal
Bills of Material Journal
Counting Journals Setup
Warehouse Items
Counting groups
Creating and processing a counting journal
Tag counting Journal

Transfer Orders

Setup for transfer orders
Using the Transfer orders form
Picking items for a transfer order
Shipping and receiving a transfer order

Commission

Commission setup
Commission posting
Commission customer group and commission
Item Group
Commission sales group
Commission calculation
Viewing commission transactions
Commission transaction for item returns

BILL OF MATERIALS

Microsoft Dynamics AX Training (Finance) Curriculum

AX-Financial Series I II and Fixed AssetsGeneral Ledger Setup

Setup currencies and Exchange Rates
Create Periods in a new Fiscal Year
Create Date Intervals
Create a Dimension Value
Create a Dimension Focus

Chart of Account Setup

Creation of new accounts in COA
Setup account Allocation Terms
Setup System Accounts
Inquiries and Reports related to COA

Journal Setup

Setup Journal Names
Setup Journal Controls
Create Journal Texts
Setup Balance Control Accounts
Setup General Ledger Parameters

General Ledger Daily Procedures

Create General Ledger Journals
Enter General Ledger Transactions
Create Journal Batch Processing
Create Approval Journals
Create and Retrieve Periodic Journals
General Ledger Transaction Reversal
Inquire and Reports on Daily Journal Transactions

Bank Management Setup

Setup Bank Transaction Types Transaction Groups
Setup Bank Groups
Setup Payment Purpose codes
Setup Bank Parameters
Create a Bank account
Define a Check Layout for a bank account

Accounts Payable Setup

Create a Payment schedule
Create terms of Payment
Create a Payment Day
Setup Cash discount
Create a Payment Fee
Create a Method of Payment
Setup Vendor Groups
Setup Posting Profile
Create a New Vendor

Accounts Payable Daily Procedures

Different Invoice Journals
Register an invoice Journal
Approve an Invoice Register Journal
Create an invoice excl. Posting
Create an Invoice Journal
Create a Payment Proposal
Run a Payment Proposal for a marked Settlement
Create a Payment Journal
Generate a Payment
Edit open Transactions
Reverse Closed Transaction

Accounts Receivable Setup

Create a Payment schedule
Create Terms of Payment
Create a Payment Day
Setup Cash discount
Create a Payment Fee
Create a Method of Payment
Setup Customer groups
Setup Posting Profiles
Create a New customer

Accounts Receivable Daily Procedures

Create a Free text Invoice
Editing an Open Free Text Invoice
Create a Payment Proposal
Mark for Settlement
Create a Payment Journal
Edit Open Transactions
Reverse a settlement
Reimburse a customer

Bank Management Daily Procedures

Create Checks
Delete Checks
Create a Bank Deposit Entry
Void Checks
Create a Check Refund that prints out a check
Use Bank Remittances
Reconcile Bank Statements

Sales Tax Setup

Overview of Sales Tax
Create Ledger Posting Groups, Create Sales Tax Authorities
Create Sales Tax Settlement Periods
Create Sales tax codes
Create Sales tax codes Intervals
Create Sales Tax Groups
Create Item sales Tax Groups
Create Sales tax Transactions
Create Sales Tax Exempt Data
Calculate and Post With holding Sales Tax

FINANCIAL STATEMENTS Cash Flow Management

Relationship of cash flow with other Modules
Setup cash flow forecasting
Define a Cash Flow Forecast Budget Model
Create Cash flow Transactions
Viewing online data and Print Cash flow Reports

Multicurrency

Run Exchange Rate Adjustments in GL
Run Exchange Rate Adjustments in AR and AP
Setup Currency rounding

Advanced Payments

Create and Process a Bridging Account Method of Payment
Setup and Process Prepayments
Setup and Process Bills of Exchange
Setup and apply Ledger accruals

Inter company accounting

Review Posting Intercompany Transactions
Review setup for Intercompany accounting
Post an Intercompany Transaction
Trace an intercompany Transaction

Consolidations

Setup a Consolidation Company
Setup a Subsidiary Company
Perform a Consolidation
Consolidation According to FASB 52 Regulation
Consolidations Inquiry
View and Delete Consolidation Transactions

Collection Letters and Interest

Setup and Create Collection Letters
Process Collection Letters
Setup and Create Interest Codes

Dimensions Hierarchy

The overall Concepts of Dimension sets, Hierarchies and Rules Creation of Dimension Set
Creation of Dimension SubSet
Activate Dimension Set Hierarchy
Create a Dimension Set Hierarchy
Create a dimension Set Rules

Year-End Close

Create a New Fiscal Year
Control Transactions in a Closing Period
Stop or Close a Period
Change a Module Status in a period
Create a Closing sheet
Make Adjustments or Transfers between Accounts
Setup Fiscal Year Close Parameters
Transfer Opening Balances

Introduction to Fixed assets

Fixed Assets Overview
Functionality Required for Fixed Asset Accounting
Structure and Integration with Other Modules

Setup Procedures

System Setup for Fixed Assets
Fixed Assets Module Setup
Depreciation Methods
Depreciation Conventions
Depreciation Books Overview
Country Specific Features
Mass Update Depreciation Conventions for a Depreciation Book

Setup Assets

Fixed Asset Form
Setting up Assets in the Fixed Assets Module
Inquiries in the Fixed Asset Form
Bonus Depreciation
Lending Assets
Assigning Bar Codes to Assets
Asset Budgeting

Inquiries and Reports