Introduction to SCM

Topic 1: Overview



Supply Chain

Product Information Management

Inventory Management

Warehouse Management

Quality Management


Topic 2: Product Information Management



Defining Products

Modeling Configurable Products

Inventory Dimension Groups

Authorizing Product Setup in Legal Entity

Lab – Creating and Releasing Product Masters

Finalizing Released Products

Lab – Create and Apply a Product Template to Multiple Products

Default Order and Site Settings

Item Pricing

Unit of Measure

Defining Products as Not Stocked


Topic 3: Inventory Management Setup


Item Groups

Item Model Groups

Lab – Create an Item Model Group and Apply It to a Released Product

Warehouse Management

Topic 4: Purchase Orders



Working with Purchase Orders

Set Up Purchasing Parameters

Create Purchase Orders

Process Purchase Orders

Lab 4.1 – Create Purchase Orders

Generate Purchase Order Documents

Change Management

Lab 4.2 – Change Management

Purchase Order Tasks

Purchase Order Inquiries and List Pages


Topic 5: Serial and Batch Numbers


Dimension Group – Tracking Dimensions

Manual Allocation

Lab – Set Up an Item with Manual Allocation of Serial Numbers

Automatic Allocation

Lab – Set Up an Automatically Allocated Serialized Product


Lab – Trace Items


Topic 6: Sales Orders



Working with Sales Orders

Sales Order Types

Set Up Sales Parameters

Creating a Sales Order

Lab – Create a Sales Order

Ship to Multiple Addresses

Delivery Schedule

Enhanced Delivery Date Control

Lab – Setting up Transport Times

Available Ship and Receipt Dates

Order Entry Deadlines

Direct Delivery

Lab : Direct Delivery

Processing a Sales Order

Generate a Sales Order Confirmation

Generate a Sales Order Picking List

Process a Picking List Registration

Generate a Sales


Topic 7: Quality Management



Set Up Quality Management Basics

Lab : Set Up Quality Management Basics

Set Up Automatic Quality Order Generation Lab 7.2 – Set Up Automatic Quality Order Generation

Create a Manual Quality Order

Lab – Create a Manual Quality Order

Working with a Non Conformance

Quality Reports and Certificates


Topic 8: Inventory Journals



Inventory Journals Setup

Inventory Adjustment and Movement Journals

Lab – Create a Movement Journal

Lab – Create an Inventory Adjustment Journal

Transfer Journals

Lab – Create a Transfer Journal

Bill of Material Journals Lab – Create a Bill of Material Journal

Counting Journals

Counting Journal Setup

Creating and Processing a Counting Journal

Lab – Create a Counting Journal

Tag Counting Journals

Inventory Blocking

Distribution and Trading:

Topic 1: Overview



Distribution and Trade

Topic 2: Over/Under Delivery and Charges



Over/Under Delivery

Lab – Over/Under Delivery with Purchase Orders

Lab – Use Under Delivery with Sales


Price Charges

Charges Codes

Lab – Create a Charges Code

Manual Charges

Lab – Manual Setup of Charges

Automatic Charges

Lab – Create a Customer Charges Group

Lab – Set Up of Automatic Charges


Topic 3: Customer and Vendor Agreements



Activate Trade Agreements

Set Up Trade Agreements

Lab – Customer Trade Agreement Setup

Lab – Set Up Smart Rounding

Lab – Using Smart Rounding

Trade Agreement Parameters

Supplementary Items

Lab – Supplementary Items

Purchase and Sales Agreements

Lab – Setting Up and Following Up a Sales Agreement

Distribution and Trade in Microsoft Dynamics® AX 2012


Topic 4: Item Arrival and Registration



Item Registration Setup

Item Arrival

Lab – Manage an Item Arrival


Topic 5: Quarantine Management


Quarantine Warehouse Setup Parameters

Lab – Create Quarantine Inventory

Quarantine Item Management

Lab  – Purchase to Quarantine Inventory

Inventory Transactions on Quarantined Items


Topic 6: Vendor Returns



Create Vendor Returns

Create Vendor Returns for Serialized Items

Lab  – Working with Vendor Returns

Lab  – Complete a Vendor Return Using Returned Order Type


Topic 7: Sales Quotations



Sales Quotation Setup

Working with Quotations

Lab  – Create a Sales Quotation and Convert it to a Sales Order

Lab  – Create a Sales Quotation Template

Lab  – Mass Create Sales Quotations

Additional Sales Quotation Features


Topic 8: Item Reservations



Why Perform Reservations and What Can You Reserve?

Manual Reservations

Lab  – Manual Reservations

Automatic Reservations

Lab  – Automatic Reservations

Automatic Reservation and Selection of Batch

Explosion Reservation

View Reservations

Lock Reservations

Cancel Reservations

Batch Reservations

Picking Reserved Items


Topic 9: Sales Order Picking



Enable Sale Order Picking and Setup

Release Sales Order Picking

Automatic Registration of a Pick

Manual Registration of a Pick

Item Pick Registration of Serialized and Batch Inventory

Lab – Item Picking Registration of Serialized Inventory

Edit, Reverse, and Split a Pick

Lab – Edit, Reverse, and Split a Pick


Topic 10: Customer Returns



Set Up Customer Returns

Create a Return Order

Lab  – Create a Return Order

Item Arrival and Receipt Registration

Lab  – Process a Return Order

Lab  – Generate the Packing Slip and Invoice for a Return Order

Quarantine Orders

Replacement Orders


Topic 11: Commissions



Set Up a Commission

Lab – Commission Calculations View Commission Transactions

Lab – Commission Transactions

Commission Transactions for Return Items


Topic 12: Transfer Orders


Set Up of Transfer Orders

Using the Transfer Orders Form

Lab – Create a Transfer Order

Picking Items for a Transfer Order

Shipping and Receiving a Transfer Order

Lab – Pick, Ship and Receive a Transfer Order


Topic 13: Reports


ABC Inventory Classifications

Lab – Run ABC Classification Reports

Inventory Reports

Forecasting Reports