Distribution and Trade in Microsoft Dynamics AX 2012 R3 (80649)

This course introduces advanced Trade and Logistics functionality. It builds on information in the Supply Chain Foundation in Microsoft Dynamics AX 2012 R3 course.
Manufacturer: Microsoft
SKU: 80649
£500.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

This course introduces advanced Trade and Logistics functionality. It builds on information in the Supply Chain Foundation in Microsoft Dynamics AX 2012 R3 course.

Format: Blended learning for on-site, private delivery. A combination of e-learning with trainer input from a Microsoft Certified Trainer.


  • Set up the Accounts receivable and Accounts payable modules to accept over and under delivery
  • Set up acceptable over and under delivery percentages on an item
  • Create tiered charges for sales orders and purchase orders
  • Manage over and under deliveries in sales and Purchase order processing
  • Set up a miscellaneous charges group for customers, vendors, and items
  • Assign miscellaneous group to customers, vendors, items, and orders
  • Add price miscellaneous charges to an item that are dependent or independent of the item quantity
  • Set up miscellaneous charges codes
  • Manually add miscellaneous charges to a Sales and Purchase order
  • Manually add miscellaneous charges to the Purchase order lines
  • Set up automatic miscellaneous charges for a specific customer, item, or item group
  • Modify or delete the automatic miscellaneous charges
  • Set up and use landed costs
  • Add or change miscellaneous charges during the Purchase order invoicing process
  • Explain the steps required to set up and activate customer and vendor trade agreements
  • Discuss the Price/Discount Groups and the four types of Vendor and Customer trade agreements that are available in Microsoft Dynamics AX 2012
  • Explain how to set up and use trade agreement parameters
  • Create, copy, or modify trade agreements by using Trade agreement journals
  • Set up and use of Trade agreement policies
  • Set up and use Supplementary Items
  • Set up and use Purchase and Sales agreements
  • Set up registration requirements for incoming items
  • Set up the Arrival overview form and start, register, and update item arrivals
  • Explain how to receive Not-Stocked Item arrivals
  • Set up a warehouse for quarantine management
  • Set up an item to be automatically quarantined by setting up the required parameters
  • Create and process a manual quarantine order
  • Set up automatic quarantine management
  • Split, return, and scrap part of the order in the quarantine order process
  • Identify the inventory transactions associated with the statuses of a quarantine order
  • Create a vendor or customer return using a Negative quantity, the Create credit note feature, and the purchase order type Returned order
  • Return an item with multiple serial and batch numbers to a vendor
  • Return a Not-Stocked item to a vendor
  • Set up sales quotations
  • Work with sales quotations
  • Understand and use various functions
  • Understand the three methods of reservations
  • Set up reservations
  • Manually reserve inventory
  • View or query a reservation
  • Cancel or change a reservation
  • Setup automatic and explosion reservations
  • Explain how the Inventory dimension group, the Inventory model group, and the Accounts receivable parameters affect the Item registration setup
  • Set up and process an automatic and a manual one-step pick registration
  • Register serial and batch numbers during the picking process
  • Work with the transaction in the Pick form to edit, reverse, and split picks
  • Set up the Release sales order picking form and allocate on-hand inventory for sales order picking
  • Set up and use the picking workbench to perform sales order picking
  • Set up reason codes, disposition codes, and miscellaneous charges for customer returns
  • Work with disposition actions
  • Create a Return order and navigate the Return order form
  • Process the arrival of a Return order
  • Handle returned items in quarantine inspection
  • Create a Replacement order
  • Create a Not-stocked order return
  • Explore reports and statistics to use for Customer returns
  • Set up sales commissions for a sales team based on a percentage of revenue or contribution margin
  • Understand and view the commission transactions created from invoice-updating a Sales order
  • Understand and view the resulting commission transactions created from a Returned Item
  • Understand the use of a Transit warehouse with regard to transfer orders
  • Set up transport time and the delivery date control system for transfer orders
  • Create a transfer order manually
  • Pick a transfer order using the Release transfer order picking form
  • Ship and receive a transfer order
  • Understand the Goods in transit forms and report
  • Set up manual and automatic ABC classification on a single item
  • Review and run the Physical inventory by inventory dimension report
  • Use reports to help forecast sales and purchase expectations


Before viewing this training, individuals must have:

In addition, students should have:

  • Knowledge of trade and logistics
  • Knowledge of inventory management concepts