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80430A: Vendor Management and Collaboration in Microsoft Dynamics AX 2012

Module 1: Overview

The Overview module introduces the vendor onboarding process features in Microsoft Dynamics AX 2012.
Lessons

  • Feature Overview
  • Workflows and Vendor Management
  • Terminology and Concepts
  • User and Vendor Roles

After completing this module, students will be able to:

  • Describe the features of the Vendor and Employee Services portals.
  • Explain the procurement categories and hierarchies.
  • Describe catalogs and their functionality for ordering.
  • Describe the vendor management workflows.
  • Define terminology and concepts used in vendor management and collaboration.
  • Name the key roles in the vendor management process flow and explain the functionality that each role provides by default.
Module 2: Vendor Onboarding
This module explains the request and approval processes that support vendor onboarding.
Lessons

  • Vendor Add Requests
  • Provision Prospect Vendor User
  • New Vendor Application
  • Approve New Vendor Application
  • Vendor (Portal User) Add Request
  • Vendor Extensions
  • Unsolicited Vendor Registration

Lab : Create, Submit, and Approve a Vendor Add RequestLab : Provision a UserLab : Answer a Vendor Application on Vendor PortalLab : Convert a Prospect to a VendorLab : Create and Approve Vendor User Requests

 
After completing this module, students will be able to:

  • Create vendor add requests.
  • Provision prospective vendor users.
  • Create a new vendor application.
  • Approve a new vendor application.
  • Manage vendor user add requests.
  • Examine solicited and unsolicited vendor registration.
Module 3: Vendor Management
This module reviews some of the required workflow setups and the application of categories, diversities, and vendor status.
Lessons

  • Add Categories to a Vendor
  • Vendor Diversity
  • Vendor Holds

Lab : Vendor CategorizationLab : Work with Holds

 
After completing this module, students will be able to:

  • Work with vendor management in the Enterprise portal and Microsoft Dynamics AX 2012 client.
  • Create categories and link them to a vendor.
  • Examine workflow requirements for category requests.
  • Approve category requests.
  • Apply vendor diversity.
  • Report and search by vendor diversity.
  • Attach documents to a vendor.
  • Apply and manage vendor holds.
  • Examine workflow requirements for Vendor status change request.
  • Approve a Vendor status change request.
Module 4: Vendor Collaboration
This module examines features that are used to strengthen and coordinate vendor interaction in Microsoft Dynamics AX 2012.
Lessons

  • Notifications
  • Print Management
  • Request for Quotations (RFQs)
  • Vendor Invoices

Lab : Work with NotificationsLab : RFQ Life CycleLab : Create and Approve Invoices

 
After completing this module, students will be able to:

  • Create, send, and view notifications in vendor management.
  • Set up and use print management for vendors.
  • Create, send, accept, and reject request for quotations (RFQs) by using the Vendor portal.
  • Configure workflows and create and approve vendor invoicing from the Vendor portal.
Module 5: Vendor Request Configuration
This module examines some set up and configuration used to make the vendor request, portal, and collaboration work.
Lessons

  • Types
  • Vendor Request Configuration Form FastTab Sections

Lab : Configure a Vendor Add Request

 
After completing this module, students will be able to:

  • Examine the types of vendor requests and applications that are available in Microsoft Dynamics AX 2012.
  • Configure various components of vendor management and collaboration.

Course Registration

 

1 day
$575.00

 

Course Outline

 

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