Trade & Logistics I in Microsoft Dynamics AX 4.0

Code: 8625
Course duration: 3 days

8625:Trade & Logistics I in Microsoft Dynamics AX 4.0


The three-day Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1, course explores the basics of trade and inventory flow in Microsoft Dynamics AX 4.0. This course shows you how to manage sales and purchase transactions, manage inventory that includes quarantine management, post sales and purchase transactions, assign, manage, and trace serial and batch numbers. This course also teaches you how to allow for over/under delivery of both sales and purchases, assign miscellaneous charges, assign ABC Classifications to items, and report on inventory, sales, and purchasing activities.


Customers wishing to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics AX 4.0 Trade & Logistics functionality.

The class is targeted toward sales and purchase managers, salespeople, and purchasers, and other people in organizations responsible for the setup and administration of trade and logistics, and inventory management functionality.

At Course Completion

After completing this course, students will be able to:
• Create Purchase and Sales orders
• Create and manage inventory and inventory dimensions
• Post Purchase and Sales transactions
• Assign and manage serial and batch numbers
• Allow for over/under delivery of goods
• Assign miscellaneous charges
• Set up and manage quarantine management functionality
• Assign ABC Classifications to items
• Report on inventory, sales, and purchasing activities


Before attending this course, students must have:
• General knowledge of Microsoft Windows
• The ability to use Microsoft Dynamics AX 4.0 for basic processing

In addition, it is recommended, but not required, that students have completed:
• Basic knowledge of trade and logistics
• Basic knowledge of inventory management concepts

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

Chapter 1: Introduction

The purpose of this chapter is to introduce students to the course and its goals.

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

After completing this module, students will be able to:
• Understand the purpose of the Trade & Logistics I in Microsoft Dynamics AX 4.0 training course
• Define Trade and Logistics
• Have a basic understanding of inventory in Microsoft Dynamics AX 4.0

Chapter 2: Working with Purchase and Sales Orders

This chapter focuses on how to create purchase and sales orders, using the Simple and Advanced views of purchase and sales orders, purchase and sales order types, and purchase and sales parameters.

• Purchase Orders – Simple View
• Create Purchase Order Lines
• Purchase Orders – Advanced View
• Purchase Order Types
• Sales Orders – Simple View and Advanced View
• Sales Order Types
• Purchase order and Sales Order Parameters
• Multiple Ship to functionality
• Enhanced delivery date control
• Direct delivery

Lab 2-1: Working with Purchase Orders
• Create different type of purchase orders.

Lab 2-2: Create Sales Orders
• Create a sales orders.

Lab 2-3: Applying Purchase Parameters
• Apply purchase parameters based on an implementation scenario.

Lab 2-4: Applying Sales Parameters
• Applying sales parameters based on an implementation scenario.

Lab 2-5: Multiple Ship to
• Multiple Ship To and Purchase Orders
• Multiple Ship To and Sales Orders

Lab 2-6: Setting up Transport Times
• Setting up Transport times between company and customers using different modes of delivery.

Lab 2-7: Available Dates and Delivery Dates
• Simulate different sales delivery date scenarios.

Lab 2-8: Direct Delivery
• Create and update an order of the type direct delivery.

After completing this module, students will be able to:
• Create a new purchase order using the Simple and Advanced views.
• Add items to a purchase order.
• Understand the purchase order type options.
• Create a new sales order using the Simple and Advanced views.
• Add items to a sales order.
• Understand the sales order type options.
• Understand which parameters affect how a purchase order is created and which parameters can affect how the purchase order is printed.
• Understand which parameters affect how a sales order is created.
• Specify alternative receipt addresses for a purchase order line.
• Specify alternative delivery addresses for a sales order header and sales order lines.
• Set up the delivery date control system.
• Use the Available dates functionality to select the earliest possible delivery date.
• Create and update an order the type direct delivery.

Chapter 3: Quotations

This chapter explains how to set up, maintain, and process quotations. The trade and logistics functionality allows for sales personnel to issue quotations, track the progress of quotations, and follow-up on won or lost quotations. Various quotation functions are also explained.

• Set up a Sales Quotation
• Work with Quotations
• Various Quotation Functions

Lab 3-1: Create a quotation and Convert to a Sales order
• Create a quotation
• Convert quotation to sales order

Lab 3-2: Create Quotation Template
• Create a template group
• Create a quotations template

Lab 3-3: Mass Create Quotations
• Mass create quotations

After completing this module, students will be able to:
• Set up necessary number sequences and tables for using sales quotations.
• Set up default values for quotations.
• Create, modify, and delete quotations.
• Convert a sales quotation to a sales order.
• Create quotation templates.
• Use various quotation functions.

Chapter 4: Inventory

In this chapter we concentrate on how to create and set up new items. Creating new items is completed through the Inventory Management module. All item-based data that is created in this module is used by the company accounts for purchases, sales, warehouse management, inventory journals, production, and projects.

• 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

Lab 4-1: Locating Inventory Posting Accounts
• Identify different posting accounts for item groups.

Guaranteed to Run

2019-08-28 09:00 to 2019-08-30 17:00
Attend Online
2019-08-14 09:00 to 2019-08-16 17:00
Attend Online
09:00 to 17:00
Fort Lauderdale, Florida (Instructor-Led)
2019-08-07 09:00 to 2019-08-09 17:00
Attend Online
09:00 to 17:00
Palm Beach County Florida (Instructor-Led)
2019-07-25 09:00 to 2019-07-26 17:00
NYC-23rd Street (Virtual Instructor-Led)
2019-07-25 09:00 to 2019-07-26 17:00
Attend Online
2019-07-24 09:00 to 2019-07-26 17:00
Washington, D.C. (Virtual Instructor-Led)
2019-07-22 09:00 to 2019-07-26 17:00
Attend Online
09:00 to 17:00
Greenwich, Connecticut (Virtual Instructor-Led)

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