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.



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Dynamics Academy

Dynamics Academy

Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012

Length: 2 days
Price: $ 1,199 per person










Curriculum

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Overview

Course Description

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.

Who Should Attend

This course is intended for:

  • IT- Professionals who have a moderate understanding of the Microsoft Dynamics AX 2012 supply chain.
  • IT-Professionals who set up Intercompany processes between companies throughout the customer’s supply chain.
  • Customers who have a moderate knowledge of the supply chain in Microsoft Dynamics AX 2012 and an excellent understanding of their own logistic processes which the customer might want to manage with the Intercompany functionality.

Course Outline

Module 1: Overview
This module explains the components in the Intercompany process and provides a short overview of Intercompany Planning, Intercompany Order Processing, and Intercompany Billing.

Module 2: Setup
This module explains how to set up and create an intercompany connection between a customer and vendor in another legal entity.

Module 3: Purchase Order Initiated Intercompany Order Chain
This module explains how to create a purchase order initiated intercompany order chain between the sales company and the production plant.

Module 4: Sales Order Initiated Intercompany Order Chain
This module explains how to create a sales order initiated intercompany order chain and update the Intercompany purchase order.

Module 5: Intercompany Agreements
This module describes sales and purchase agreements. It also explains the main advantages of using sale and purchase agreements.

Module 6: Direct Delivery
This module explains the difference between a delivery process that involves a selling company receiving the delivery and a direct delivery process to the customer.

Module 7: Update and Synchronization of the Intercompany Chain
This module explains intercompany synchronization is how to set up automatic synchronization in the Intercompany chain.

Module 8: Return Orders
This module explains how to create and process Intercompany return orders and how to synchronize Intercompany return orders with the original sales order.

Module 9: Serial and Batch Number Registration
This module explains how serial and batch numbers can be used in the intercompany order process.

Module 10: Security
This module explains how role based security allows for specific security and permissions in the intercompany order chain.

What You’ll Learn

After completing this course, students will be able to:

  • Introduce Intercompany master planning.
  • Introduce Intercompany order processing.
  • Introduce Intercompany billing and payments.
  • 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.
  • Generate packing slips and product receipts.
  • Generate invoices.
  • Create a Sales Order Initiated Intercompany 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.
  • Create Intercompany agreements.
  • Update Intercompany agreements.
  • Create an intercompany chain automatically with direct delivery.
  • Setup and create automatic posting for intercompany direct deliveries.
  • Update the Original sales order.
  • Delete an Intercompany chain.
  • Deactivate products for Intercompany chains.
  • Synchronize information between Intercompany sales orders and Intercompany purchase orders.
  • Use document handling in Intercompany chains.
  • Create and process and Intercompany return order.
  • Create and process return orders in a direct delivery scenario.
  • Explain how to synchronize disposition codes.
  • Explain how to synchronize RMA numbers.
  • Create replacement orders.
  • Set up and use manual serial and batch number synchronization in Intercompany chains.
  • Set up and use automatic serial and batch number synchronization in Intercompany chains.
  • Define Intercompany upstream sales roles.
  • Define Intercompany upstream procurement views.
  • Define Intercompany downstream direct delivery processing roles.