course: 8627
Prerequisites
Before attending this course, students must have basic familiarity with Microsoft Windows.
Course Outline
Module 1: Introduction to Microsoft Dynamics AX 4.0
This module introduces the Microsoft Dynamics AX 4.0 Enterprise Resource Planning (ERP) solution. The various modules are described in addition to the interrelations between the modules. Key features and benefits of the modules are also described.
Lessons
• Module Integration
• Customer-Vendor Collaboration
• Application Integration Framework Enables Internet Commerce
• Microsoft Dynamics AX 4.0 Modules
• Technology
• One Implementation
• Fast and Inexpensive Customization
• Layering
• Connectivity
• Ease of Use
• Unlimited Growth and Expansion
• Unicode
• Trustworthy Computing and Microsoft Dynamics AX 4.0
Test Your Knowledge
• Module Integration
• Microsoft Dynamics AX 4.0 Modules
• Technology
The goals of this module is to enable students to:
• Describe the module integration in Microsoft Dynamics AX 4.0.
• Explain the key features of Microsoft Dynamics AX 4.0.
• Explain the benefits of the unique Microsoft Dynamics AX 4.0.
Module 2: Demonstration of Microsoft Dynamics AX 4.0 Functionality
This module provides a demonstration of the basic functionality of Microsoft Dynamics AX 4.0.
Lessons
• Enter a Sales Quote
• Customize the Order with Product Builder
• Determine the Cost of the Order
• Check Item Availability
• Convert Quotation to Sales Order
• Determine Delivery Date
• Run Master Scheduling
• Firm the Planned Order
• Produce the Custom Item
• Purchase Needed Parts
• Receiving Parts
• Schedule and Complete the Production Order
• Ship Order
• Check Order Status
• Check Inventory
• Pick Inventory
• Pack Order
• Load Order
• Send the Invoice for the Order
• Check Invoiced Amount
• Post the Payment
• Apply the Payment
• Check Accounts to Verify Posting
Test Your Knowledge
• Microsoft Dynamics AX 4.0 Functionality
The goals of this module is to enable students to view:
• A demonstration of Microsoft Dynamics AX 4.0 basic modules
• How to create a sales order
• How to create a purchase order
• How to create a production order and the production process
• Assembling an order
• A demonstration that traces an order from Sales to Production to General ledger
Module 3: User Interface
This module provides an introduction to the user interface within the Microsoft Dynamics AX 4.0 system. The base window of the program is introduced and instruction on how to maneuver within the system is provided. In addition, the Microsoft Dynamics AX 4.0 help system is explored.
Lessons
• Windows Authentication Logon
• Adding New Users
• Microsoft Dynamics AX 4.0 Application Window
• New Application Windows
• Shortcut Keys
• Configure the Workspace
• Navigate the Help System
• On-Screen User Help
• Microsoft Dynamics Community
• Check for Updates
• About Microsoft Dynamics AX
Procedures
• Configure List Views
• Find and Use Shortcut Keys
• Hide and Show Workspace Panes
• Resize the Panes
• Configure the Favorites Pane
• Navigation Pane Options
• Searching for Help
Test Your Knowledge
• Application Window and Shortcut Keys
• Microsoft Dynamics AX 4.0 Help System
Labs
• Navigate the Application Window
• Configure Your Workspace
The goals of this module is to enable students to:
• Logon to Microsoft Dynamics AX 4.0.
• Navigate the Microsoft Dynamics AX 4.0 application window.
• Find and use keyboard shortcuts.
• Use the Microsoft Dynamics AX 4.0 Help system.
Module 4: Users
This module provides an introduction to user setup.
Lessons
• User Group Setup
• User Setup
• User Form Functionality
• User Permissions
• User Log
• Pivot Table Functionality
• Online Users
• Viewing Online users
• Ending Client Sessions
• Refreshing Client and Server Information
Procedures
• Create a New User Group
• Create a New User with the Import Wizard
• Create a New User Manually
• Assign User Groups
• Relate Users to Internal Employees
• Cleaning up Log Information
Test Your Knowledge
• Tracking Online Users
Labs
• Create a User Group
• Create a User
The goals of this module is to enable students to:
• Create User groups
• Create Users By Using the Active Directory Import Wizard
• Create Users manually
• Define parameters for the User log
• Monitor client and server activity in the Microsoft Dynamics AX 4.0 system
Module 5: Number Sequences
This module introduces creating number sequences, both manually and using a wizard. Parameters for number sequences are also discussed.
Lessons
• Number Sequences
• Create Number Sequences
• Set Individual Parameters
Procedures
• Create Number Sequences Using the Wizard
• Create Number Sequences Manually
• Set Number Allocations
• Set Usage Status
• Enable User Changes
• Set Cleanup Parameters
• Set Performance Parameters
• Number Sequence References
• Modifying References
• Number Sequence History
Test Your Knowledge
• Module Integration
• Microsoft Dynamics AX 4.0 Modules
• Technology
Labs
• Create Number Sequences
• Set Number Sequence Parameters
The goals of this module is to enable students to:
• Define number sequences
• Create number sequences using the Set up number sequences wizard
• Create number sequences manually
• Define parameters on number sequences
• View references
• View history
Module 6: Company Accounts
This module introduces the concept and set up of a company in Microsoft Dynamics AX 4.0.
Lessons
• Company Structure in Microsoft Dynamics AX 4.0
• Virtual Company Accounts
• Company Accounts and Domains
• Company Account Setup
• Create Domains
• Create Table Collections
• Create Virtual Company Accounts
• Create Information Data Setup
• Create Number Sequences
• Entering Company Information
• Fill in the Contact Info Tab
• Fill in the Other Tab
• Fill in the BTL91 Tab
• Fill in the Tax 1099 Tab
• Create Alternate Company Addresses
• Import and Export Data
• Set up Definition Groups
• Export the Chart of Accounts from DMO
• Import Chart of Accounts into Company LDI
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