Managed Business & IT Training Solutions

MBIT Training Ltd

Course: Service Industries in Microsoft Dynamics AX 2012 R2 (80311)

This two-day instructor-led course provides students with an overview of the Project management functionality in Service Industries in Microsoft Dynamics® AX 2012 R2.This course covers the most important functionality in the module, including its setup and processes. It assumes course participants have baseline knowledge of the earlier version. his course is intended for partners and customers with moderate to extensive knowledge of Project Management functionality in Service Industries.
SKU: 80311
GTIN: 80311
Manufacturer: Microsoft
*

Please select your required training start date:

*

Please select your desired location

£620.00 (GBP)

NB: Microsoft have retired this course in June 2017. The exam is shortly going to be retired. However we are still offering this course as a large number of our customers still need access to this.

Please contact our team at Sales@mbittrainingltd.com to discuss an alternative pathway.

This two-day instructor-led course provides students with an overview of the Project management functionality in Service Industries in Microsoft Dynamics® AX 2012 R2.This course covers the most important functionality in the module, including its setup and processes. It assumes course participants have baseline knowledge of the earlier version. his course is intended for partners and customers with moderate to extensive knowledge of Project Management functionality in Service Industries.

At Course Completion

  • Create the activity structure.
  • Enter the information needed to plan and schedule the various tasks involved in the execution of a project.
  • Save the structure as a template and know how activities within the WBS can be modified or deleted.
  • Create an activity hierarchy from a project.
  • Copy an activity from a WBS template and from an existing project.
  • Set up rate cards for projects.
  • Create and send project quotations.
  • Furnish quotations for repetitive services.
  • Convert quotes for projects when work is received from customers.
  • Define a work breakdown structure for a quotation.
  • Copy activities to the quotation from a work breakdown structure template and know how to generate quotation lines based on these activities.
  • Review the quote before it is sent to the customer.
  • Submit a quotation for approval.
  • Confirm the quote after the confirmation is received from the customer.
  • Transfer the quotation lines to a new or an existing project.
  • Create budgets automatically, transfer the work breakdown structure, and know how to perform scheduling and resource assignment from the quote to the project.
  • Schedule resources for various project activities.
  • Perform scheduling by matching project activities with similar resource requirements as the competencies of the workers.
  • Define competencies such as education, skills, certifications and other competencies for employees.
  • Set up parameters, such as a skill set match threshold and availability match threshold.
  • Define the requirements for performing activities on the work breakdown structure of the project.
  • Schedule resources based on the availability of resources.
  • Assign resources to project activities based on the project demand.
  • Calculate a skill match percentage and availability percentage when matching resources to project activities.
  • View the various inquiry forms and reports and analyze the usage of resources.
  • Create project contracts and associate the billing rules.
  • Bill the customer based on the completion of specific milestones in the project.
  • Invoice the project based on the percentage of work completed.
  • Initiate the invoicing process.
  • Create an invoice proposal.
  • Reformat the invoice based on the customer’s demand.
  • Submit and post the invoice.
  • Define and request a customer advance.
  • Post an invoice for the customer advance.
  • Reconcile the actual amount with the customer advance payments.
  • Assign customer payment retention terms to the different levels of projects.
  • Create and invoice transactions with customer payment retention terms attached.
  • Review the amount retained by the customer, and then release the retailed amount.
  • Make inquiries about customer payment retentions, and know how to generate the Customer payment retention report.
  • Process payment retentions.
  • Create and invoice purchase orders by attaching the payment retention term, and know how to review accounting transactions.
  • Post an invoice to release the retained vendor payment.
  • Make inquiries on vendor payment retentions that are based on purchase orders and invoices.
  • Print the Vendor payment retention report in two views.
  • Set up the PWP clause.
  • Create and invoice purchase orders by attaching the PWP term.
  • Create corresponding customer invoices.
  • Review the payment status of vendor invoices with regard to the related customer invoice.
  • Receive customer payments.
  • Release vendor payments in accordance with the PWP threshold criteria.
  • Inquire on outstanding payments based on vendor invoices subject to the PWP clause.
  • Print the Pay when paid report in two layouts.
  • Set up a project category as an indirect cost category.
  • Set up indirect cost components.
  • Set up an indirect component group.
  • Specify a project category as an indirect cost category.
  • Create the compounding rules and assign the indirect cost component category to projects, project contracts, a resource and billing rules.
  • Post and process different transactions with indirect cost components attached and know how to review the indirect costs calculated and posted for the transactions.

Course Requirements:

Students looking to take this course (80311) must already have the following technical knowledge:

  • Completed Course Introduction to Microsoft Dynamics 2012, or have equivalent skills.
  • Completed Course Project Accounting Essentials in Microsoft Dynamics 2012, or have equivalent skills.
  • Completed Course Project Accounting Advanced in Microsoft Dynamics 2012, or have equivalent skills.