Course 8639A: One days; Instructor-Led

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Introduction Introduction
Audience Audience
At Course Completion At Course Completion
Prerequisites Prerequisites
Microsoft Certified Professional Exams Microsoft Certified Professional Exams
Course Materials Course Materials
Course Outline Course Outline
Take This Training Take This Training

Introduction

This one day instructor-led course provides students with the knowledge and skills to set up, manage and use company-spanning business relations using the Microsoft Dynamics AX 4.0 Intercompany functionality.

This course builds on knowledge learned in Trade and Logistics Series I and II. It covers the settings that have to be made and different methods of building intercompany chains as well as the operation of intercompany orders.


Audience

This course is intended for customers wishing to learn about Microsoft Dynamics AX 4.0 Intercompany.

The class is targeted at IT professionals, sales and purchase managers, sales people, purchasers and others in an organization who are responsible for the setup and administration of the intercompany, trade and logistics and inventory management functionality in Microsoft Dynamics AX 4.0.


At Course Completion

After completing this course, students will be able to:

Explain the difference between data and process integration

Set up the Application Integration Framework (AIF) for the purpose of using Intercompany

Understand the difference and classification of the AIF and Intercompany

Have a fundamental understanding of the Intercompany functionality

Set up Endpoints, Constraints and Action policies for Intercompany

Identify necessity of value mapping

Set up basic value mapping

Set up basic purchase order driven intercompany process

Create an intercompany chain based on a sales order

Check the on-hand inventory in different companies

Understand the information flow and the references between orders

Use Intercompany posting journals

Create an Intercompany chain automatically

Create an Intercompany chain automatically with direct delivery

Synchronize information between Intercompany sales orders and purchase orders

Use document handling within Intercompany chains

Use the settlement functionality in Intercompany

Use automatic picking

Set up manual and automatic batch and serial number handling in Intercompany chains

Set up non-direct and direct return orders

Set up a three company Intercompany chain

Implement the Intercompany Master Scheduling for a three company Intercompany chain


Prerequisites

Before attending this course, students must have:

General knowledge of Microsoft Windows

The ability to use Microsoft Dynamics AX 4.0 for basic processing

Completed Microsoft Dynamics AX 4.0 Trade and Logistics I and II

In addition, it is recommended, but not required, that students have:

Knowledge of trade and logistics

Knowledge of inventory management concepts

Basic knowledge of Master planning

Basic knowledge of e-business concepts


Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.


Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.


Course Outline

Chapter 1: Introduction to intercompany

This chapter provides an overview of the components in the Intercompany process. In addition to that, this chapter provides a short overview of related topics such as the data and process integration.

Lessons

Introduction

Data Integration

Process Integration

Intercompany

The Application Integration Framework

After completing this module, students will be able to:

Explain the basics of Intercompany

Identify the difference between data and process integration

Explain the basics of business to business processes

Identify the basics of the Application Integration Framework

Chapter 2: Basic setup

This chapter provides a detailed overview of the Intercompany functionality and the basic Intercompany process as well as the important process parameters.

Lessons

AIF Endpoints and constraints

Action policies

Value Mapping

Copy item from one company to another .

Purchase order driven Intercompany chain

Basic Intercompany process

Lab 2.1 – Copy item from company ic1 to company ic2

Create a new item

Copy item from one company in the intercompany chain to another company in the intercompany chain

Lab 2.2 – Basic intercompany process

Create a purchase order

Perform all necessary postings within the Intercompany sales order and the purchase order

After completing this module, students will be able to:

Gain fundamental understanding of the Intercompany functionality

Set up basic intercompany parameters

Identify why value mapping is used

Setup basic value mapping

Set up the basic purchase order driven intercompany process

Chapter 3: Basic intercompany

This chapter explains how to build up an Intercompany chain based on a sales order. In addition, students learn how to use Intercompany on hand, Intercompany journals, and how orders are linked to each other.

Lessons

Create an Intercompany chain of the type non-direct delivery

Intercompany on hand

Information flow

Updating the Intercompany purchase order

Lab 3.1 – Basic Intercompany

Create an Intercompany chain

Post packing slip and invoice on the intercompany sales order

Post packing slip and invoice on the intercompany purchase order using two different methods

After completing this module, students will be able to:

Create an Intercompany chain of the type Non-direct Delivery

Use Intercompany on-hand inventory to investigate on-hand inventory in other companies

Describe the Flow of Intercompany Information

Update the Intercompany Purchase Order

Chapter 4: Advanced Intercompany

This chapter explains how to create non-direct delivery and direct delivery intercompany chains automatically. In addition, to this, we explain how to set up automatic synchronization and price search. Additionally, the chapter covers the setup of document handling within Intercompany chains, automatic payment settlement and automatic picking.

Lessons

Autocreate Intercompany orders

Direct delivery

Intercompany chain with automatic picking

Changing and deleting the original sales order

Synchronization of the Intercompany chain

Document handling in Intercompany

Settlements and Intercompany

Lab 4.1 – Autocreate Intercompany orders

Set up customer for automatic creation

Autocreate an Intercompany chain

Lab 4.2 – Direct Deliveries

Create a purchase order

Perform all necessary postings within the Intercompany sales order and the purchase order Set up parameters for automatic printing and posting

Create and perform Intercompany direct deliveries

Lab 4.3 – Changing and deleting the original sales order

Create an Intercompany chain

Perform changes on the original sales order

Remove link between original sales order and purchase order

Delete Intercompany chain

Lab 4.4 – Synchronization of the Intercompany chain

Set up parameters for price search and edit rights

Create an Intercompany chain

Perform price changes within the Intercompany chain

After completing this module, students will be able to:

Create an intercompany chain automatically

Create an intercompany chain automatically with direct delivery

Initiate automatic picking

Delete or update intercompany chains

Synchronize information between intercompany sales orders and purchase orders

Use document handling within intercompany chains

Use the settlement functionality

Chapter 5: Add-ons

This chapter explains how to set up and use special Intercompany processes such as synchronization of serial and batch numbers and return orders. Additionally the chapter also covers the set up of company border spanning business processes with more than two intercompany companies. Finally, the chapter examines how master planning is implemented across multiple companies in the Intercompany chain.

Lessons

Serial and batch number synchronization

Return orders

Multi company Intercompany

Intercompany Master Scheduling

Lab: 5-1 – Manual updating serial and batch numbers

Create an Intercompany chain

Manually update serial and batch numbers

Lab: 5-2 – Direct return order

Create an Intercompany chain

Delivery of items

Return items

Lab 5-3 – Three company Intercompany chain

Setup a three company Intercompany chain.

Create an Intercompany chain reaching from the original customer sales order all the way down to orders created inn the third company in the Intercompany chain ic3.

After completing this module, students will be able to:

Implement manual and automatic batch number and serial number synchronization in Intercompany chains.

Set up non-direct and direct return orders

Set up a three company Intercompany chain

Set up Intercompany Master Scheduling for a three company Intercompany chain




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