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80306A- Distribution and Trade in Microsoft Dynamics AX 2012

80306A- Distribution and Trade in Microsoft Dynamics AX 2012

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Published by Ahmed Abd Elmonem
80306A- Distribution and Trade in Microsoft Dynamics AX 2012
80306A- Distribution and Trade in Microsoft Dynamics AX 2012

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Published by: Ahmed Abd Elmonem on Mar 10, 2013
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06/18/2014

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COURSE: 80306DISTRIBUTION AND TRADE INMICROSOFT DYNAMICS
 ® 
AX 2012
 
 Last Revision: July 2011This courseware is provided “as-is”. Information and views expressed in this courseware, including URL and other  Internet Web site references, may change without notice.Unless otherwise noted, the examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred.This courseware does not provide you with any legal rights to any intellectual property in any Microsoft product.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this courseware may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means or for any purpose, without the express written permission of Microsoft Corporation.Copyright © 2011 Microsoft Corporation. All rights reserved. Microsoft 
®
 ,
 
 Microsoft 
 
 Dynamics
®
 , Microsoft 
® 
PowerPoint 
® 
 ,
 
 Microsoft 
® 
SQL Server 
® 
data management softwareand Microsoft Dynamics
®
AX are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.This course content is designed for Microsoft Dynamics AX 
®
.
 
 
Table of Contents
i
Introduction 0-1
 
Welcome ............................................................................................................ 0-1
 
Microsoft Dynamics Courseware Contents ........................................................ 0-2
 
Documentation Conventions .............................................................................. 0-3
 
Student Objectives ............................................................................................. 0-4
 
Chapter 1: Overview 1-1
 
Objectives ........................................................................................................... 1-1
 
Introduction ......................................................................................................... 1-1
 
Distribution and Trade ........................................................................................ 1-2
 
Summary ............................................................................................................ 1-4
 
Chapter 2: Over/Under Delivery and Charges 2-1
 
Objectives ........................................................................................................... 2-1
 
Introduction ......................................................................................................... 2-1
 
Over/Under Delivery ........................................................................................... 2-2
 
Lab 2.1 - Over/Under Delivery with Purchase Orders ........................................ 2-8
 
Lab 2.2 - Use Under Delivery with Sales .......................................................... 2-10
 
Charges ............................................................................................................ 2-12
 
Price Charges ................................................................................................... 2-13
 
Charges Codes ................................................................................................ 2-15
 
Lab 2.3 - Create a Charges Code .................................................................... 2-19
 
Manual Charges ............................................................................................... 2-20
 
Lab 2.4 - Manual Setup of Charges ................................................................. 2-26
 
 Automatic Charges ........................................................................................... 2-29
 
Lab 2.5 - Create a Customer Charges Group .................................................. 2-37
 
Lab 2.6 - Set Up of Automatic Charges ............................................................ 2-39
 
Summary .......................................................................................................... 2-42
 
Test Your Knowledge ....................................................................................... 2-43
 
Quick Interaction: Lessons Learned ................................................................. 2-44
 
Solutions ........................................................................................................... 2-45
 
Chapter 3: Customer and Vendor Agreements 3-1
 
Objectives ........................................................................................................... 3-1
 
Introduction ......................................................................................................... 3-1
 
 Activate Trade Agreements ................................................................................ 3-2
 
Set Up Trade Agreements .................................................................................. 3-3
 
Lab 3.1 - Customer Trade Agreement Setup ................................................... 3-19
 
Lab 3.2 - Set Up Smart Rounding .................................................................... 3-21
 
Lab 3.3 - Using Smart Rounding ...................................................................... 3-23
 
Trade Agreement Parameters .......................................................................... 3-25
 
Supplementary Items ....................................................................................... 3-28
 
Lab 3.4 - Supplementary Items ........................................................................ 3-33
 
Purchase and Sales Agreements ..................................................................... 3-36
 
Lab 3.5 - Setting Up and Following Up a Sales Agreement ............................. 3-48
 
Summary .......................................................................................................... 3-50
 
Test Your Knowledge ....................................................................................... 3-51
 
Quick Interaction: Lessons Learned ................................................................. 3-53
 
Solutions ........................................................................................................... 3-54
 

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