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80422A: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012

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.
Lessons

  • Introduction 
  • Intercompany Planning
  • Intercompany Order Processing
  • Intercompany Billing and Payments

After completing this module, students will be able to:

  • Explain Intercompany master planning.
  • Explain Intercompany order processing.
  • Explain Intercompany billing and payments.
Module 2: Setup
This module explains how to set up and create an intercompany connection between a customer and vendor in another legal entity.
Lessons

  • Introduction
  • Action Policies
  • Order Agreements
  • Value Mapping

After completing this module, students will be able to:

  • 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
This module explains how to create a purchase order initiated intercompany order chain between the sales company and the production plant.
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

After completing this module, students will be able to:

  • Set up the basic purchase initiated Intercompany process.
  • Generate packing slips and product receipts.
  • Generate invoices.
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.
Lessons

  • Introduction
  • Create a Sales Order Initiated Intercompany Order Chain
  • Process the Intercompany Purchase Order

Lab : Manually Create an Intercompany Order Chain

After completing this module, students will be able to:

  • 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
This module describes sales and purchase agreements. It also explains the main advantages of using sale and purchase agreements.
Lessons

  • Introduction
  • Intercompany Sales and Purchase Agreements

Lab : Create Intercompany Agreements

After completing this module, students will be able to:

  • Create intercompany agreements.
  • Update intercompany 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. 
Lessons

  • Introduction
  • Action Policies for Direct Delivery
  • Automatic Posting and Printing Packing Slips and Invoices
  • Generate an Invoice

Lab : Direct Delivery

After completing this module, students will be able to:

  • 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
This module explains intercompany synchronization is how to set up automatic synchronization in 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 OrdersLab : Synchronization of the Intercompany Order Chain

After completing this module, students will be able to:

  • 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
This module explains how to create and process Intercompany return orders and how to synchronize Intercompany return orders with the original sales order.
Lessons

  • Introduction
  • Intercompany Return Order Chain
  • Direct Delivery Return Orders
  • Disposition Codes
  • Synchronization of RMA Numbers
  • Replacement Orders

After completing this module, students will be able to:'

  • 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
This module explains how serial and batch numbers can be used in the intercompany order process.
Lessons

  • Introduction
  • Manual Serial and Batch Registration
  • Automatic Serial and Batch Registration

Lab : Automatic Serial and Batch Number Registration

After completing this module, students will be able to:

  • 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
This module explains how role based security allows for specific security and permissions in the intercompany order chain. 
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

After completing this module, students will be able to:

  • Define intercompany upstream sales roles.
  • Define intercompany upstream procurement views.
  • Define intercompany downstream direct delivery processing roles.

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2 days
$1,150.00

 

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