-
Create the activity structure.
-
Enter the information needed to plan and schedule the various tasks involved in the execution of a project.
-
Save the structure as a template and know how activities within the WBS can be modified or deleted.
-
Create an activity hierarchy from a project.
-
Copy an activity from a WBS template and from an existing project.
-
Set up rate cards for projects.
-
Create and send project quotations.
-
Furnish quotations for repetitive services.
-
Convert quotes for projects when work is received from customers.
-
Define a work breakdown structure for a quotation.
-
Copy activities to the quotation from a work breakdown structure template and know how to generate quotation lines based on these activities.
-
Review the quote before it is sent to the customer.
-
Submit a quotation for approval.
-
Confirm the quote after the confirmation is received from the customer.
-
Transfer the quotation lines to a new or an existing project.
-
Create budgets automatically, transfer the work breakdown structure, and know how to perform scheduling and resource assignment from the quote to the project.
-
Schedule resources for various project activities.
-
Perform scheduling by matching project activities with similar resource requirements as the competencies of the workers.
-
Define competencies such as education, skills, certifications and other competencies for employees.
-
Set up parameters, such as a skill set match threshold and availability match threshold.
-
Define the requirements for performing activities on the work breakdown structure of the project.
-
Schedule resources based on the availability of resources.
-
Assign resources to project activities based on the project demand.
-
Calculate a skill match percentage and availability percentage when matching resources to project activities.
-
View the various inquiry forms and reports and analyze the usage of resources.
-
Create project contracts and associate the billing rules.
-
Bill the customer based on the completion of specific milestones in the project.
-
Invoice the project based on the percentage of work completed.
-
Initiate the invoicing process.
-
Create an invoice proposal.
-
Reformat the invoice based on the customer’s demand.
-
Submit and post the invoice.
-
Define and request a customer advance.
-
Post an invoice for the customer advance.
-
Reconcile the actual amount with the customer advance payments.
-
Assign customer payment retention terms to the different levels of projects.
-
Create and invoice transactions with customer payment retention terms attached.
-
Review the amount retained by the customer, and then release the retailed amount.
-
Make inquiries about customer payment retentions, and know how to generate the Customer payment retention report.
-
Process payment retentions.
-
Create and invoice purchase orders by attaching the payment retention term, and know how to review accounting transactions.
-
Post an invoice to release the retained vendor payment.
-
Make inquiries on vendor payment retentions that are based on purchase orders and invoices.
-
Print the Vendor payment retention report in two views.
-
Set up the PWP clause.
-
Create and invoice purchase orders by attaching the PWP term.
-
Create corresponding customer invoices.
-
Review the payment status of vendor invoices with regard to the related customer invoice.
-
Receive customer payments.
-
Release vendor payments in accordance with the PWP threshold criteria.
-
Inquire on outstanding payments based on vendor invoices subject to the PWP clause.
-
Print the Pay when paid report in two layouts.
-
Set up a project category as an indirect cost category.
-
Set up indirect cost components.
-
Set up an indirect component group.
-
Specify a project category as an indirect cost category.
-
Create the compounding rules and assign the indirect cost component category to projects, project contracts, a resource and billing rules.
-
Post and process different transactions with indirect cost components attached and know how to review the indirect costs calculated and posted for the transactions.
Course Outline
Module 1: Work Breakdown Structure
This module provides an overview of the functionality to add activities to a project in a hierarchical order. You can achieve this by copying activities from a WBS template or from existing projects. The activities can also be directly added to a project.
Lessons
-
Introduction
-
Work Breakdown Structure Template
-
Creating a Project Work Breakdown Structure
-
Rate Card
Lab : Create a Work Breakdown Structure Template
After completing this module, students will be able to:
-
Create the activity structure.
-
Enter the information needed to plan and schedule the various tasks involved in the execution of a project.
-
Save the structure as a template and know how activities within the WBS can be modified or deleted.
-
Create an activity hierarchy from a project.
-
Copy an activity from a WBS template and from an existing project.
-
Set up rate cards for projects.
Module 2: Project Quotations
This module explains how to create the basic set up to create project quotations and define the quotation activities, schedule the activities, assign resources, submit, and approve quotations and convert the quotation to a project.
Lessons
-
Introduction
-
Project Quotation
-
Creating Project Quotes
-
Resource Assignment
-
Quotation Business Process
-
Transferring the Quotation to the Project
Lab : Create the Project Quotation and Generate Quotation Lines from the WBSLab : Submit the Project Quotation for Approval and Confirm the Quote
After completing this module, students will be able to:
-
Create and send project quotations.
-
Furnish quotations for repetitive services.
-
Convert quotes for projects when work is received from customers.
-
Define a work breakdown structure for a quotation.
-
Copy activities to the quotation from a work breakdown structure template and know how to generate quotation lines based on these activities.
-
Review the quote before it is sent to the customer.
-
Submit a quotation for approval.
-
Confirm the quote after the confirmation is received from the customer.
-
Transfer the quotation lines to a new or an existing project.
-
Create budgets automatically, transfer the work breakdown structure, and perform the scheduling and resource assignment from the quote to the project.
Module 3: Resource Scheduling
This module explains the resource scheduling functionality in Microsoft Dynamics AX 2012 R2 to use an organization’s resources when they are needed.
Lessons
-
Introduction
-
Configuring Resource Competencies
-
Defining Project Requirements
-
Assigning Resources to a Project Based on Resource Availability
-
Assigning Resources to a Project Based on Project Demand
-
Integration with Microsoft Project Integration Server 2010
-
Resource Assignment and Utilization – Inquiries and Reports
Lab : Configure Resource Competencies for Workers
After completing this module, students will be able to:
-
Schedule resources for various project activities.
-
Perform scheduling by matching project activities with similar resource requirements as the competencies of the workers.
-
Define competencies such as education, skills, certifications and other competencies for employees.
-
Set up parameters, such as a skill set match threshold and availability match threshold.
-
Define the requirements for performing activities on the work breakdown structure of the project.
-
Schedule resources based on the availability of resources.
-
Assign resources to project activities based on the project demand.
-
Calculate a skill match percentage and availability percentage when matching resources to project activities.
-
View the various inquiry forms and reports and analyze the usage of resources.
Module 4: Project Contracts with Billing Rules
This chapter explains the concept of project contracts and the set up required to use the feature. It explains the concept of billing rules in projectcontracts.
Lessons
-
Introduction
-
Creation of Project Contracts
-
Overview of Billing Rules
-
Invoice Formats
Lab : Create a Time and Material Billing Rule Associated to a Project Contract
After completing this module, students will be able to:
-
Create project contracts and associate the billing rules.
-
Bill the customer based on the completion of specific milestones in the project.
-
Invoice the project based on the percentage of work completed.
Module 5: Project Invoicing
This chapter shows how to manage project invoices in Microsoft Dynamics AX 2012. It describes the procedure to reformat invoices and display the details of the transactions in the format required by the customer. The chapter also provides a detailed description of the customer advance feature.
Lessons
-
Introduction
-
Invoice Processing
-
Customer Advance
Lab : Reformat and Present InvoiceLab : Define and Request a Customer Advance
After completing this module, students will be able to:
-
Initiate the invoicing process.
-
Create an invoice proposal.
-
Reformat the invoice based on the customer’s demand.
-
Submit and post the invoice.
-
Define and request a customer advance.
-
Post an invoice for the customer advance.
-
Reconcile the actual amount with the customer advance payments.
Module 6: Payment Retention
This chapter explains how to use the functionality of Customer payment retention and Vendor payment retention in Microsoft Dynamics AX 2012 R2.
Lessons
-
Introduction
-
Customer Payment Retention
-
Vendor Payment Retention
Lab : Create a Retention Term and Post an Hour JournalLab : Assign a Vendor Payment Retention Term and Invoice the Purchase Order
After completing this module, students will be able to:
-
Assign customer payment retention terms to the different levels of projects.
-
Create and invoice transactions with customer payment retention terms attached.
-
Review the amount retained by the customer, and then release the retailed amount.
-
Make inquiries about customer payment retentions, and how to generate the Customer payment retention report.
-
Process payment retentions.
-
Create and invoice purchase orders by attaching the payment retention term, and know how to review accounting transactions.
-
Post an invoice to release the retained vendor payment.
-
Make inquiries on vendor payment retentions that are based on purchase orders and invoices.
-
Print the Vendor payment retention report in two views.
Module 7: Subcontracting Terms
This chapter covers the processes to set up the PWP terms, create and invoice a project purchase order with PWP terms, post the customer invoice, receive customer payments, and release the vendor payment. Additionally, it explains how to inquire on the PWP transactions and print the PWP report.
Lessons
-
Introduction
-
Pay When Paid
-
Inquiries and Reports
Lab : Assign a PWP Term to a Vendor for a ProjectLab : Invoice a Purchase Order with the Pay When Paid Term
After completing this module, students will be able to:
-
Set up the PWP clause.
-
Create and invoice purchase orders by attaching the PWP term.
-
Create corresponding customer invoices.
-
Review the payment status of vendor invoices with regard to the related customer invoice.
-
Receive customer payments.
-
Release vendor payments in accordance with the PWP threshold criteria.
-
Inquire on outstanding payments based on vendor invoices subject to the PWP clause.
-
Print the Pay when paid report in two layouts.
Module 8: Cost Control
This chapter shows you how to work with indirect costs in Microsoft Dynamics AX 2012 R2. It also describes the set up required for indirect costs and how to assign the costs to a project, project contract and billing rule. It also shows how to generate invoices with indirect costs.
Lessons
-
Introduction
-
Basic Setup
-
Defining Rules for the Indirect Cost Calculation
-
Assigning Indirect Cost Component Groups
-
Processing an Indirect Cost Transactions
-
Splitting Indirect Costs between Multiple Funding Sources
-
Adjusting Indirect Costs
Lab : Create an Indirect Cost Components Group
After completing this module, students will be able to:
-
Set up a project category as an indirect cost category.
-
Set up indirect cost components.
-
Set up an indirect component group.
-
Specify a project category as an indirect cost category.
-
Create the compounding rules and assign the indirect cost component category to projects, project contracts, a resource and billing rules.
-
Post and process different transactions with indirect cost components attached and know how to review the indirect costs calculated and posted for the transactions.
