Course OutlineModule 1: Overview
This module provides a general overview of the features and benefits of using Microsoft Dynamics AX 2012.
Lessons
- Introduction
- New User Interface Elements
- Organizational Model
- Help System
- Microsoft Office Add-Ins
- Work Items
- Documents Handling
- Alerts
- Global Address Book
- Interest Terms and Date Ranges
- Post-Dated Checks
After completing this module, students will be able to:
- Describe the new interface elements in Microsoft Dynamics AX 2012.
- Describe changes to the organization model.
- Use and update the help system.
- Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
- View work items that are based on specific business documents in one location.
- Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
- Set up alert rules to work across all organizational structures.
- Explain the new features and benefits of the Global Address Book (GAB).
- Describe various interest terms for different date ranges.
- Describe and set up post-dated checks.
Module 2: Compliance and Internal Control
This module introduces the changes that are made to the Compliance and internal controls module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Default Control Library
- Import and Mapping Wizard
After completing this module, students will be able to:
- View the control library and manually create new controls.
- Map and import controls from the default library.
Module 3: Accounts Payable
This module provides a general overview of the new features and benefits of the Accounts payable module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Prepaid Purchase Orders
- Invoice Matching Task for Workflow
- Vendor Invoice Processing Workflow
- Invoice Matching Improvements
Lab : Set up a Prepayment
After completing this module, students will be able to:
- Set up a prepayment, post a prepayment, make a payment, and settle it against the final invoice for a purchase order.
- Review the workflow process for purchase order invoice matching.
- Review the setup procedure and workflow process for vendor invoice processing.
- Setup tolerances and explain how the settings affect the purchase order invoice process.
Module 4: Accounts Receivable
This module provides a general overview of the new features and benefits of the Accounts receivable module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Managing Collections and Collection Agents
- Free Text Invoice Improvements
- Free Text Invoice Quantities and Unit Prices
Lab : Update the Aging SnapshotLab : Update the Status for a Customer TransactionLab : Send an Email that Includes a Customer Statement
After completing this module, students will be able to:
- Explain how to organize work, document actions, communicate with customers, and take actions for collections management
- Review the improvements made to the free text invoice form for creating and posting free text invoices.
- Discuss the quantity and unit price field in a free text invoice.
Module 5: Budgeting
This module provides a general overview of the new features and benefits of the Budgeting module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Workflows for Budget Register Entries
- Dimensions for Budgets
- Configuring Budget Control
- Using Budget Control
- Budget Amounts
- Budget Reporting
- Budget Transaction Web Services
Lab : Use Budget Control on a Purchase OrderLab : Create and Manage Budgets
After completing this module, students will be able to:
- Describe how to use workflows for budget register entries.
- Enable dimensions in an account structure for budget usage.
- Explain how to define rules and specify attributes for budget control.
- Describe how to use budget control on a purchase order.
- Describe how to enter budget data.
- Review and run new key reports used for budgets.
- Describe the features supported by the system for transferring budget data from a third-party application or by using the Microsoft Office Excel add-in.
Module 6: Travel and Expense
This module provides a general overview of the new features and benefits of the Travel and expense module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Expense Report Improvements
- Budgetary Control
- Travel and Expense Policies
- Credit Card Dispute Management
Lab : Create and Process an Expense Report
After completing this module, students will be able to:
- Define different travel requests, expense reports, and other expense related workflow approvals.
- Define budgets to be applied on travel requests and expense reports.
- Explain how to define travel and expense policies.
- Describe the process for importing credit card transactions.
Module 7: General Ledger
This module provides a general overview of the new features and benefits of the General ledger module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Currencies and Exchange Rate Setup
- Shared Fiscal Calendars
- Subledger Accounting
- Accounting Distributions
- Financial Dimensions
- Multiple Charts of Accounts
- Advanced Rule Structures for Ledger Posting
- Commitment Accounting
Lab : Create Financial Dimensions and Chart of Account Structures
After completing this module, students will be able to:
- Explain how to create a new currency, and setup exchange rates.
- Create shared fiscal calendars for use by different entities.
- Describe how to set up, view, and transfer subledger journal entry balances to the General ledger.
- Review the documents that support accounting distributions and modify an accounting distribution.
- Create financial dimensions from custom lists and existing sources.
- Explain how to create chart of account structures and link them to the chart of accounts.
- Create posting rules for the chart of account structures.
- Identify changes in commitment accounting.
- View the various amounts related to a purchase order when the encumbrance process is enabled.
- Review the process for posting encumbrances to the general ledger to track liabilities related to confirmed purchase orders.
- Describe how to transfer budget reserves for purchase order encumbrances at the fiscal year end.
- Review how to create a reconciliation report that is grouped by the general ledger chart of account dimensions selected.
Module 8: Project Management and Accounting
This module provides a general overview of the new features and benefits of the Project management and accounting module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Project Timesheets
- Allocate Project Revenue
- Project Budgeting
Lab : Set Up Budget Controls
After completing this module, students will be able to:
- Create a timesheet for a project.
- Allocate fixed price revenue by resources.
- Set up budget controls, and create and revise budgets.
- Review the process for creating and managing projects on Enterprise Portal.
- Set up funding sources, limits, and rules.
- Set initial balances for a project.
Module 9: Case Management
This module provides a general overview of the new features and benefits of the case management feature in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Case Management in the Client
- Case Management in Enterprise Portal
- Knowledge Articles
Lab : Create a CaseLab : Working with Knowledge Articles and Cases
After completing this module, students will be able to:
- Create, assign, plan, resolve, follow up on, and analyze cases for a customer in the Microsoft Dynamics Rich Client.
- Review the process for creating cases for a customer on the Enterprise Portal.
Create and manage a knowledge article
Module 10: Human Resources Management
This module provides a general overview of the new features and benefits of the Human resources (HRM)module in Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Shared Worker Information
- Hiring Workers and Terminating Workers
- Application and Recruiting Improvements
- Department and Position Improvements
- Injury and Illness
Lab : Create and Track an Incident
After completing this module, students will be able to:
- Review shared worker information in the Microsoft Dynamics Client.
- Discuss improvements to the worker hiring and termination processes.
- Describe improvements to the employee application and recruiting processes.
- Describe improvements to the department and positions setup.
- Create and manage incidents related to worker illness and injuries.
Module 11: Public Sector
This module provides a general overview of the new features and benefits of the Public Sector industry solution for Microsoft Dynamics AX 2012.
Lessons
- Introduction
- Public Sector Feature Overview
- Accounts Receivable Features
- Budgeting Features
- General Ledger Features
- Procurement and Accounts Payable Features
- Public Sector Reports Overview
- Public Sector Role Center Overview
After completing this module, students will be able to:
- Review the features and benefits of the public sector industry solution.
- Review the changes that are made to the Accounts receivable module as a part of the public sector industry solution.
- Review the changes that are made to the Budgeting module as a part of the public sector industry solution.
- Review the changes that are made to the General ledger module as a part of the public sector industry solution.
- Review the changes that are made to the Procurement and sourcing and Accounts payable modules as a part of the public sector industry solution.
- Review the features and benefits of the public sector reports.
- Describe the features of the public sector role centers.