Description

Introduction

Advanced Trade and Logistics with Dynamics AX 2012 R3 focuses on the essential features and functions required for effective management of trade, logistics, and supply chain operations in a global business environment. This training provides a deep dive into key processes such as inventory management, procurement, sales, and distribution, along with understanding the integration and setup required for seamless operations in Dynamics AX. Participants will explore how to manage complex logistics scenarios, optimize inventory levels, improve procurement strategies, and handle international trade processes, all while ensuring the accuracy of financial transactions. Through hands-on exercises, learners will gain practical knowledge on implementing and configuring advanced logistics features to streamline business operations in the AX environment.

Prerequisites of Dynamics AX 2012 R3 

Before enrolling in the Advanced Trade and Logistics with Dynamics AX 2012 R3 training, participants should meet the following prerequisites:

1. Basic Knowledge of Dynamics AX: Familiarity with the basic navigation and core modules of Dynamics AX is essential.
2. Fundamental Understanding of Trade and Logistics: A foundational understanding of supply chain management, inventory, procurement, and sales processes is recommended.
3. Business Process Knowledge: A general understanding of business processes related to procurement, sales, and logistics operations.
4. Experience with Microsoft AX 2012: Experience in using Microsoft Dynamics AX 2012 or earlier versions will be beneficial for grasping advanced concepts faster.

Trade and LogisticsDynamics AX 2012 R3  includes new Warehouse and Transportation management modules that are enabled by a single configuration key, Dynamics AX is a powerful enterprise resource planning (ERP) software package for finance and operations. Trade and LogisticsDynamics helps global enterprises organize, automate, and optimize their processes on-premises, in the cloud, or through hybrid deployment. It’s part of the trade suite of intelligent business applications. This configuration key controls access to all the main features for sales and purchase orders, procurement and sourcing, and products and items. Dynamics AX 2012 R3 Enterprise Portal features that are associated with these areas of Microsoft Dynamics AX are also controlled by this configuration key.

TABLE OF CONTENT

1. Introduction
1.1 Overview of Dynamics AX 2012 R3
1.2 Purpose of Trade and Logistics Module

2. Basic Concepts
2.1 Understanding Trade and Logistics in Dynamics AX
2.2 Key Terminology

3. Configuration and Setup
3.1 System Configuration
3.1.1 Legal Entities and Operating Units
3.1.2 Organization Hierarchy
3.2 Module Setup
3.2.1 Inventory Setup
3.2.2 Warehouse Setup
3.2.3 Product Information Management
3.2.4 Item Groups and Categories

4. Master Data Management
4.1 Vendor and Customer Management
4.2 Product and Item Management
4.3 Price and Discount Agreements
4.4 Catalogs and Hierarchies

5. Order Processing
5.1 Sales Orders
5.1.1 Creating Sales Orders
5.1.2 Order Confirmation and Reservation
5.2 Purchase Orders
5.2.1 Creating Purchase Orders
5.2.2 Order Confirmation and Receiving

6. Inventory Management
6.1 Stock Movements
6.1.1 Transfers and Adjustments
6.1.2 Inventory Closing
6.2 Tracking and Traceability
6.2.1 Batch and Serial Number Management
6.2.2 RFID Integration

7. Warehouse Management
7.1 Warehouse Processes
7.1.1 Picking and Packing
7.1.2 Putaway and Replenishment

8. Transportation Management
8.1 Shipment Planning
8.2 Carrier Integration
8.3 Route Optimization

9. Trade Compliance
9.1 Customs and Duties
9.2 Regulatory Compliance

10. Reporting and Analytics
10.1 Standard Reports
10.2 Custom Reports and Dashboards

11. Integration with Other Modules
11.1 Financial Integration
11.2 Project Management and Accounting

Conclusion

Upon completion of the Advanced Trade and Logistics with Dynamics AX 2012 R3 training, participants will be equipped with the skills and knowledge necessary to manage and optimize trade and logistics operations within the Dynamics AX environment. The course empowers learners to configure advanced logistics functionality, streamline procurement and distribution processes, and enhance overall business efficiency. By the end of the course, participants will be well-prepared to tackle complex logistics challenges, drive efficiency across trade operations, and contribute to the overall success of their organization’s supply chain management efforts using Dynamics AX 2012 R3.

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