Table of Contents

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 
Supply Chain ...................................................................................................... 1-2 
Product Information Management ...................................................................... 1-3 
Inventory Management ....................................................................................... 1-3 
Warehouse Management ................................................................................... 1-4 
Quality Management .......................................................................................... 1-4 
Summary ............................................................................................................ 1-4 

Chapter 2: Product Information Management

2-1 

Objectives ........................................................................................................... 2-1 
Introduction ......................................................................................................... 2-1 
Defining Products ............................................................................................... 2-2 
Modeling Configurable Products ...................................................................... 2-13 
Inventory Dimension Groups ............................................................................ 2-18 
Authorizing Product Setup in Legal Entity ........................................................ 2-24 
Lab 2.1 - Creating and Releasing Product Masters.......................................... 2-27 
Finalizing Released Products ........................................................................... 2-29 
Lab 2.2 - Create and Apply a Product Template to Multiple Products.............. 2-33 
Default Order and Site Settings ........................................................................ 2-34 
Item Pricing ...................................................................................................... 2-38 
Unit of Measure ................................................................................................ 2-46 
Defining Products as Not Stocked .................................................................... 2-48 
Summary .......................................................................................................... 2-49 
Test Your Knowledge ....................................................................................... 2-50 
Quick Interaction: Lessons Learned ................................................................. 2-52 
Solutions ........................................................................................................... 2-53 

Chapter 3: Inventory Management Setup

3-1 

Objectives ........................................................................................................... 3-1 
Introduction ......................................................................................................... 3-1 
Item Groups ........................................................................................................ 3-2 
Item Model Groups ............................................................................................. 3-6 
Lab 3.1 - Create an Item Model Group and Apply It to a Released Product .... 3-17 
Warehouse Management ................................................................................. 3-18 
Summary .......................................................................................................... 3-22 
Test Your Knowledge ....................................................................................... 3-23 
Quick Interaction: Lessons Learned ................................................................. 3-24 
Solutions ........................................................................................................... 3-25 

Chapter 4: Purchase Orders

4-1 

Objectives ........................................................................................................... 4-1 

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Supply Chain Foundation in Microsoft Dynamics® AX 2012
Introduction ......................................................................................................... 4-1 
Working with Purchase Orders ........................................................................... 4-2 
Set Up Purchasing Parameters .......................................................................... 4-8 
Create Purchase Orders .................................................................................. 4-16 
Process Purchase Orders ................................................................................ 4-25 
Lab 4.1 - Create Purchase Orders ................................................................... 4-30 
Generate Purchase Order Documents ............................................................. 4-31 
Change Management ....................................................................................... 4-39 
Lab 4.2 - Change Management ........................................................................ 4-44 
Purchase Order Tasks ..................................................................................... 4-45 
Purchase Order Inquiries and List Pages ......................................................... 4-51 
Summary .......................................................................................................... 4-53 
Test Your Knowledge ....................................................................................... 4-54 
Quick Interaction: Lessons Learned ................................................................. 4-56 
Solutions ........................................................................................................... 4-57 

Chapter 5: Serial and Batch Numbers

5-1 

Objectives ........................................................................................................... 5-1 
Introduction ......................................................................................................... 5-1 
Dimension Group - Tracking Dimensions ........................................................... 5-2 
Manual Allocation ............................................................................................... 5-3 
Lab 5.1 - Set Up an Item with Manual Allocation of Serial Numbers ................ 5-11 
Automatic Allocation ......................................................................................... 5-13 
Lab 5.2 - Set Up an Automatically Allocated Serialized Product ...................... 5-18 
Tracing ............................................................................................................. 5-20 
Lab 5.3 - Trace Items ....................................................................................... 5-25 
Summary .......................................................................................................... 5-26 
Test Your Knowledge ....................................................................................... 5-27 
Quick Interaction: Lessons Learned ................................................................. 5-28 
Solutions ........................................................................................................... 5-29 

Chapter 6: Sales Orders

6-1 

Objectives ........................................................................................................... 6-1 
Introduction ......................................................................................................... 6-1 
Working with Sales Orders ................................................................................. 6-2 
Sales Order Types ............................................................................................. 6-7 
Set Up Sales Parameters ................................................................................... 6-9 
Creating a Sales Order ..................................................................................... 6-21 
Lab 6.1 - Create a Sales Order ........................................................................ 6-27 
Ship to Multiple Addresses ............................................................................... 6-28 
Delivery Schedule ............................................................................................ 6-30 
Enhanced Delivery Date Control ...................................................................... 6-32 
Lab 6.2 - Setting up Transport Times ............................................................... 6-41 
Available Ship and Receipt Dates .................................................................... 6-42 
Order Entry Deadlines ...................................................................................... 6-44 
Direct Delivery .................................................................................................. 6-49 
Lab 6.3: Direct Delivery .................................................................................... 6-55 
Processing a Sales Order ................................................................................ 6-56 
Generate a Sales Order Confirmation .............................................................. 6-57 
Generate a Sales Order Picking List ................................................................ 6-61 

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Table of Contents
Process a Picking List Registration .................................................................. 6-63 
Generate a Sales Order Packing Slip............................................................... 6-64 
Shipping Carrier Interface ................................................................................ 6-68 
Summary .......................................................................................................... 6-70 
Test Your Knowledge ....................................................................................... 6-71 
Quick Interaction: Lessons Learned ................................................................. 6-72 
Solutions ........................................................................................................... 6-73 

Chapter 7: Quality Management

7-1 

Objectives ........................................................................................................... 7-1 
Introduction ......................................................................................................... 7-1 
Set Up Quality Management Basics ................................................................... 7-2 
Lab 7.1: Set Up Quality Management Basics ................................................... 7-16 
Set Up Automatic Quality Order Generation .................................................... 7-22 
Lab 7.2 - Set Up Automatic Quality Order Generation ..................................... 7-25 
Create a Manual Quality Order ........................................................................ 7-26 
Lab 7.3 - Create a Manual Quality Order ......................................................... 7-28 
Working with a Non Conformance .................................................................... 7-30 
Quality Reports and Certificates ....................................................................... 7-38 
Summary .......................................................................................................... 7-40 
Test Your Knowledge ....................................................................................... 7-41 
Quick Interaction: Lessons Learned ................................................................. 7-43 
Solutions ........................................................................................................... 7-44 

Chapter 8: Inventory Journals

8-1 

Objectives ........................................................................................................... 8-1 
Introduction ......................................................................................................... 8-1 
Inventory Journals Setup .................................................................................... 8-2 
Inventory Adjustment and Movement Journals .................................................. 8-8 
Lab 8.1 - Create a Movement Journal .............................................................. 8-11 
Lab 8.2 - Create an Inventory Adjustment Journal ........................................... 8-13 
Transfer Journals ............................................................................................. 8-13 
Lab 8.3 - Create a Transfer Journal ................................................................. 8-16 
Bill of Material Journals .................................................................................... 8-17 
Lab 8.4 - Create a Bill of Material Journal ........................................................ 8-19 
Counting Journals ............................................................................................ 8-20 
Counting Journal Setup .................................................................................... 8-20 
Creating and Processing a Counting Journal ................................................... 8-24 
Lab 8.5 - Create a Counting Journal ................................................................ 8-29 
Tag Counting Journals ..................................................................................... 8-30 
Inventory Blocking ............................................................................................ 8-32 
Summary .......................................................................................................... 8-36 
Test Your Knowledge ....................................................................................... 8-37 
Quick Interaction: Lessons Learned ................................................................. 8-39 
Solutions ........................................................................................................... 8-40 

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Supply Chain Foundation in Microsoft Dynamics® AX 2012

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