80422 : Intercompany Setup and Order Processing in Microsoft Dynamics® AX 2012
About this Course This two day Instructor Led Training (ILT) course provides students with the knowledge and skills to set up and use the Intercompany functionality in Microsoft Dynamics AX 2012. The topics covered in the course include basic setup of intercompany relations, basic and advanced workflows, and return orders in Intercompany. Additionally, it introduces the synchronization of batch and serial numbers, and the setup of security roles, amongst other intercompany specific areas of functionality. Prerequisites Before attending this course, students must have attended the following courses:
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Audience Profile This course is intended for:
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At Course Completion After completing this course, students will be able to:
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Course Outline
Module 1: Overview
Lessons
- Introduction
- Intercompany Planning
- Intercompany Order Processing
- Intercompany Billing and Payments
- Explain Intercompany master planning.
- Explain Intercompany order processing.
- Explain Intercompany billing and payments.
Module 2: Setup
Lessons
- Introduction
- Action Policies
- Order Agreements
- Value Mapping
- Set up action policies between customers and vendors in multiple companies.
- Set up order agreements.
- Set up value mapping.
- Set up the basic Purchase Order Driven Intercompany process.
Module 3: Purchase Order Initiated Intercompany Order Chain
Lessons
- Introduction
- Create a Purchase Order Initiated Intercompany Order Chain
- Generate Packing Slips and Product Receipts
- Generate Invoice
Lab : Create a Purchase Order Initiated Intercompany Chain
- Set up the basic purchase initiated Intercompany process.
- Generate packing slips and product receipts.
- Generate invoices.
Module 4: Sales Order Initiated Intercompany Order Chain
Lessons
- Introduction
- Create a Sales Order Initiated Intercompany Order Chain
- Process the Intercompany Purchase Order
Lab : Manually Create an Intercompany Order Chain
- Create a sales order initiated intercompany order chain.
- Update the Intercompany purchase order.
- Create an Intercompany chain automatically.
- Set up and start picking.
- Use the Intercompany on-hand form to investigate on-hand inventory in other companies.
- Describe the flow of Intercompany information.
Module 5: Intercompany Agreements
Lessons
- Introduction
- Intercompany Sales and Purchase Agreements
Lab : Create Intercompany Agreements
- Create intercompany agreements.
- Update intercompany agreements.
Module 6: Direct Delivery
Lessons
- Introduction
- Action Policies for Direct Delivery
- Automatic Posting and Printing Packing Slips and Invoices
- Generate an Invoice
Lab : Direct Delivery
- Create an intercompany chain automatically with direct delivery.
- Set up and create automatic posting for intercompany direct deliveries .
Module 7: Update and Synchronization of the Intercompany Chain
Lessons
- Introduction
- Update the Original Sales Order
- Deleting Intercompany Order Chains
- Deactivate Products for Intercompany Trade
- Synchronization of Intercompany Orders
- Document Handling in Intercompany
Lab : Update the Original Sales Order and Delete Intercompany Orders
Lab : Synchronization of the Intercompany Order Chain
- Create an intercompany chain automatically with direct delivery.
- Update the original sales order.
- Delete an intercompany order chain.
- Deactivate products for intercompany order chains.
- Synchronize information between Intercompany sales orders and Intercompany purchase orders.
- Use document handling in intercompany order chains.
Module 8: Return Orders
Lessons
- Introduction
- Intercompany Return Order Chain
- Direct Delivery Return Orders
- Disposition Codes
- Synchronization of RMA Numbers
- Replacement Orders
- Create and process return orders in a non-direct delivery scenario.
- Create and process return orders in a direct delivery scenario.
- Explain how to synchronize disposition codes.
- Describe how to synchronize RMA numbers.
- Create replacement orders.
Module 9: Serial and Batch Number Registration
Lessons
- Introduction
- Manual Serial and Batch Registration
- Automatic Serial and Batch Registration
Lab : Automatic Serial and Batch Number Registration
- Set up and use manual serial and batch number synchronization in Intercompany order chains.
- Set up and use automatic serial and batch number synchronization in Intercompany order chains.
Module 10: Security
Lessons
- Introduction
- Predefined Roles: Upstream Sales View and Navigation
- Predefined Roles: Upstream Procurement View
- Predefined Roles: Downstream Direct Delivery Processing
- Predefined Roles: Upstream Sales View and Navigation
- Define intercompany upstream sales roles.
- Define intercompany upstream procurement views.
- Define intercompany downstream direct delivery processing roles.
80422