80429 - Travel and Expense Management in Microsoft Dynamics AX 2012 2 Days

Code: 80429
Course duration: 2 days
Location Period
Secaucus, New Jersey (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Palm Beach County Florida (Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Palm Beach County Florida (Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Mid-Town New York City (Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Mid-Town New York City (Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Attend Online
08-10 09:00AM to 08-11 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Attend Online
08-10 09:00AM to 08-11 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
08-10 09:00AM to 08-11 05:00PM
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Palm Beach County Florida (Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Attend Online
09-14 09:00AM to 09-15 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Attend Online
09-14 09:00AM to 09-15 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
09-14 09:00AM to 09-15 05:00PM
enroll

80429Travel and Expense Management in Microsoft Dynamics AX 2012 2 Days

About this Course

This two-day instructor-led course provides students with an overview of Travel and Expense management features and functionality in Microsoft Dynamics AX 2012.This course covers the major functions and describes how Travel and Expense is integrated with the Enterprise Portal. The participants for this course should have basic knowledge of the earlier versions of Microsoft Dynamics AX.

Audience Profile

This course is intended for partners, customers, and Microsoft team members who implement the Travel and Expense Module, who submit or approve Expense Reports, or work with other Travel and Expense module functionality. A moderate knowledge of workflow in Microsoft Dynamics AX 2012 is recommended.

At Course Completion

After completing this course, students will be able to:

  • Describe the purpose and benefits of using the Travel and Expense Management module in Microsoft Dynamics AX 2012.
  • Describe the workflow for creating and approving expense reports.
  • Set up basic data required to use the Expense Management module.
  • Define offset accounts for payment methods.
  • Define the types of payment methods.
  • Reimburse employees through the Accounts Payable module.
  • Import credit card transactions to an expense report.
  • Create an expense report.
  • Select expense categories for expense line items.
  • Itemize expenses.
  • Distribute expenses.
  • Mark expenses as personal
  • Add guests to expense reports.
  • Attach receipts to an expense report.
  • Submit expense reports.
  • Post expense reports.
  • Create a travel requisition.
  • Define workflow terminology.
  • Define workflow participants.
  • Create workflows by using workflow types.
  • Create a travel and expense policy.
  • Enter and submit an expense report by using an expense policy.
  • Create an audit policy.
  • Create an expense to be charged to a project.
  • Set up base data required for per diem calculations.
  • Set up time and expense parameters for per diems.
  • Enter per diem transactions in an expense report.
  • Set up cash advance parameters.
  • Request and approve a cash advance.
  • Apply cash advances to expenses incurred.
  • Return a cash advance.

Course Outline

Module 1: Expense Report Overview and Basic Setup

Travel and Expense Management uses the Enterprise Portal and the Microsoft Dynamics AX client. Most administration and configuration is performed in the Microsoft Dynamics AX client while most users will access the Expense Management functionality from the Enterprise Portal to enter expense reports and cash advance requests.

Lessons

  • Introduction to Travel and Expense Management
  • Travel and Expense Management Process Flow
  • Report Header Setup
  • Report Lines Setup
  • General Setup

Lab : Create an Expense CategoryLab : Set Up Delegates

After completing this module, students will be able to:
  • Describe the purpose and benefits of using the Travel and Expense Management module in Dynamics AX 2012.
  • Describe the workflow for creating and approving expense reports.
  • Set up basic data required to use the Expense Management module.
Module 2: Payment Methods

Travel and Expense Management provides you multiple payment methods when you enter expenses. You can set up different payment methods. In addition, you should also know how each payment method affects the reimbursement process.

Lessons

  • Defining Payment Methods
  • Setting Up Reimbursements
  • Importing Credit Cards
  • Credit Card Dispute Management

Lab : Credit Card Import

After completing this module, students will be able to:
  • Define offset accounts for payment methods.
  • Define the types of payment methods.
  • Reimburse employees through the Accounts Payable module.
  • Import credit card transactions to an expense report.
Module 3: Working with Expense Reports

When you work with Expense Reports, you can view the descriptions of the travel and expense business process components. Expense Reports also lists the forms associated with each business process component, and describes the tasks associated with each business process component.

Lessons

  • Optional Practices
  • Create Expense Reports
  • Posting Expense Reports
  • Budgetary Control

Lab : Creating a Travel RequisitionLab : Create and Submit an Expense Report

After completing this module, students will be able to:
  • Create an expense report.
  • Select expense categories for expense line items.
  • Itemize expenses.
  • Distribute expenses.
  • Mark expenses as personal.
  • Add guests to expense reports.
  • Attach receipts to an expense report.
  • Submit expense reports.
  • Post expense reports.
  • Create a travel requisition.
Module 4: Workflow Management

The Travel and Expense Management module lets you create workflows that automate the review and approval of travel and expense reports. You can use an expense workflow type to create an organizational workflow.

Lessons

  • Workflow Overview
  • Workflow Terminology
  • Travel and Expense Workflow Types
  • Working with Travel and Expense Workflows

Lab : Creating an Expense Report WorkflowLab : Submitting an Expense Report by Using Workflow

After completing this module, students will be able to:
  • Define workflow terminology.
  • Define workflow participants.
  • Create workflows by using workflow types.
Module 5: Expense Policies

In Travel and Expense management, you can define policies that your workers must follow when entering and submitting expense reports and travel requisitions. Implementing travel and expense policies can help you manage expenses effectively.

Lessons

  • Travel and Expense Policies
  • Audit Policies
  • Project Expenses

Lab : Create an Expense PolicyLab : Create an Audit Policy

After completing this module, students will be able to:
  • Create a travel and expense policy.
  • Enter and submit an expense report by using an expense policy.
  • Create an audit policy.
  • Create an expense to be charged to a project.
Module 6: Per Diems

A per diem is an allowance that is paid to a worker who is traveling for work. In Travel and Expense, you can define per diem rates for different traveling situations. Per diem rates are based on the travel location, and optionally, on the dates of travel. You can specify that a percentage of the per diem amount will be withheld if a worker receives complimentary meals or services. You can also define rate tiers that limit the per diem amount, based on the travel hours on the first and last day of travel.

Lessons

  • Set Up Per Diems
  • Request Per Diems on an Expense Report

Lab : Create Per Diems Rules and Enter in an Expense Report

After completing this module, students will be able to:
  • Set up base data required for per diem calculations.
  • Set up time and expense parameters for per diems.
  • Enter per diem transactions in an expense report.
Module 7: Cash Advances

The cash advance functionality is an optional step in the Travel and Expense Management business process and it can be integrated to an organization’s overall process flow. For example, you might request a cash advance for monthly parking fees or meals on a business trip. Cash advance requests are entered in the Employee Services Portal.

Lessons

  • Setup Cash Advances
  • Create a Cash Advance Request
  • Approve a Cash Advance Request
  • Post a Cash Advance Request
  • Apply a Cash Advance to an Expense Report

Lab : Create a Cash Advance RequestLab : Return Unused Cash Advance

After completing this module, students will be able to:
  • Set up cash advance parameters.
  • Request and approve a cash advance.
  • Apply cash advances to expenses incurred.
  • Return a cash advance.
Module 8: Appendix A: Prerequisite For Sample Credit Card Import

Use the Prerequisite for Sample Credit Card Import to set up your training environment to import a sample credit card transaction. This prerequisite must be completed before you start Lab 2.1: Credit Card Import.

After completing this module, students will be able to: use the Prerequisite for Sample Credit Card Import to set up your training environment to import a sample credit card transaction.

Guaranteed to Run

2017-08-21 09:00 to 2017-08-25 17:00
Attend Online
2017-08-21 09:00 to 2017-08-25 17:00
Palm Beach County Florida (Instructor-Led)
2017-08-17
09:00 to 17:00
Mid-Town New York City (Instructor-Led)
2017-08-16 09:00 to 2017-08-18 17:00
Attend Online

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