Course Description
This course provides students with the necessary tools and resources to perform
basic tasks in the procurement flow in Microsoft Dynamics AX 2012.
After completing this course, students will be able to:
- Review the main
concepts of Procurement and sourcing in Microsoft Dynamics AX 2012.
- Create
and manage products.
- Describe the setup that is required and optional
before creating vendors.
- Create a new vendor.
- Review various types
of catalogs, including their usages.
- Set up category hierarchies and work
with procurement categories.
- Work with procurement, vendor, and external
catalogs.
- Manage the request for quotation process.
- Create,
complete, and follow-up on purchase requisitions.
- Set up purchasing
parameters.
- Create and process purchase orders.
- Describe the change
management process, and set up the system for change management.
- Create
and process vendor returns. Create and process purchase agreements.
- Use
the features of the Vendor Self-service Portal.
- Manage transactions on the
Procurement Order site.
- Order products using the Employee Services site.
- Define purchasing policy parameters.
- Create and configure purchasing
policies.
- Describe the workflows available for procurement and sourcing.
Agenda
Lesson 1: Procurement Overview
- About Procurement and Sourcing
- Enterprise Portal Features
- Integration
- End-To-End Scenario
Lesson 2: Product Information Management
- Introduction
- Defining Products
- Modeling Configurable Products
- Inventory Dimension Groups
- Authorizing Product Setup in a Legal Entity
- Finalizing Product Setup in a Legal Entity
- Lab : 2.1: Create and Release Product Masters
- Lab : 2.2: Create and Apply a Product Template to Multiple Products
Lesson 3: Vendors
- Introduction
- Set Up for Vendors
- Create Vendors
- Vendor Tasks
- Vendor Reports and Inquiries
- Lab : 3.1: Create a Vendor Group
- Lab : 3.2: Create a Vendor
Lesson 4: Catalogs
- About Catalogs
- Category Hierarchies
- Category Attributes
- Commodity Codes
- Procurement Category Management
- Procurement Catalogs
- Vendor Catalogs
- External Catalogs
- Catalog Comments
- Category Reports
- Lab : 4.1: Create New Categories
- Lab : 4.2: Create Category Attributes
Lesson 5: Request for Quotation
- Introduction
- Set Up Request for Quotations
- Issue a Request for Quotation
- Follow-up on Request for Quotations
- Request for Quotation Replies
- Transfer Accepted Request for Quotation Replies
- Request for Quotation Reports and Inquiries
- Lab : 5.1: Create a Request for Quotation
Lesson 6: Purchase Requisitions
- Introduction
- About Purchase Requisitions
- Create Purchase Requisitions
- Complete a Purchase Requisition
- Follow-up on Purchase Requisitions
- Convert Purchase Requisitions to Purchase Orders
- Demand Consolidations
- Other Purchase Requisition Tasks
- Purchase Requisition Workflow
- Lab : 6.1: Create a Purchase Requisition
Lesson 7: Purchase Orders
- Introduction
- Working with Purchase Orders
- Set Up Accounts Payable Parameters
- Create a Purchase Order
- Process a Purchase Order
- Change Management
- Purchase Order Tasks
- Purchase Order Inquiries and List Pages
- Lab : 7.1: Create Purchase Orders
- Lab : 7.2: Change Management
Lesson 8: Vendor Returns
- Introduction
- Create Vendor Returns
- Create Vendor Returns for Serialized Items
- Lab : 8.1: Working with Vendor Returns
- Lab : 8.2: Complete a Vendor Return Using the Returned Order Type
Lesson 9: Purchase Agreements
- Purchase Agreements
- Lab : 9.1: Setting Up and Following Up on a Purchase Agreement
Lesson 10: Vendor Self-Service Portal
- Introduction
- Vendor Role Center
- Vendor Profiles
- Notifications
- Questionnaires
- Transactions
- Vendor Self-Service Portal Security
- Lab : 10.1: Add a Contact
- Lab : 10.2: Create and Send Vendor Notifications
Lesson 11: Procurement Order Site
- Introduction
- Purchase Requisitions
- Managing Purchase Information
- Product Receipt Confirmations
- Order Products on the Employee Services Site
- Lab : 11.1: Purchase Requisitions
- Lab : 11.2: Order Products and Check Out
Lesson 12: Purchasing Policies and Signing Limits
- Introduction
- About Policies
- Purchasing Policy Set Up
- Create Purchasing Policies
- Configure Catalog Policy Rules
- Configure Category Access Policy Rules
- Configure Category Policy Rules
- Configure Purchase Requisition RFQ Rules
- Configure Purchase Requisition Control Rules
- Configure Purchase Order Creation and Demand Consolidation Rules
- Expenditure Reviewers
- Limits
- Lab : 12.1: Create and Configure a Purchase Requisition RFQ Rule.
- Lab : 12.2: Configure a Default Signing Limit Policy Rule
Lesson 13: Workflow
- Introduction
- About Workflow
- Procurement Catalog Workflows
- Purchasing Workflows
- Vendor Workflows
- Demonstration: Configure a Purchase Requisition Workflow
Comments
Virtual 80308 Procurement in Microsoft Dynamics AX 2012 Online Live training option
Imagine an industry-leading classroom training experience from wherever you have access to the Internet.
The Virtual Online Live events listed here gives you an effective and proven online virtual learning experience with the freedom to attend virtually from anywhere.
There is also an option of experiencing Online Live from one of the many national partner centers where a computer and headset will be provided for you.
This rich and engaging virtual classroom environment lets you conveniently interact with instructors and other students.
You will hear and see your instructor as they teach the course and answer your questions via voice or text.
Choose the online live virtual training option and you can access the recorded version even after the class has finished.
The onDemand labs give you access to the same client and server technologies covered in class so you can test, apply and hone your skills by accessing the labs before and even after the class.
Technical Requirements: a computer or laptop with a modern browser and high speed internet access along with one or two monitors.