Precise descriptions and instructions enable users, students and consultants to easily understand Microsoft Dynamics AX. Microsoft offers Dynamics AX as its premium ERP solution to support mid-size and larger organizations with a complete business management solution, which is easy to use. Going through a simple but comprehensive case study - the sample company 'Anso Tenchnologies Inc.' - this book provides the required knowledge to handle all basic business processes in Dynamics AX. Exercises allow to train the processes and functionality described, which makes this book also a good choice for self-study.
Author(s): Andreas Luszczak
Year: 2010
Language: English
Pages: 341
Tags: Библиотека;Компьютерная литература;Dynamics;
Cover......Page 1
Using Microsoft Dynamics AX 2009......Page 4
9783834804822......Page 5
Preface......Page 6
Table of Contents......Page 8
1.1 Axapta and the History of Dynamics AX......Page 16
1.2 Dynamics AX 2009 Product Overview......Page 17
1.3 Technology and System Architecture......Page 19
1.4 Application Components......Page 23
2.1.1 Logon and Authentication......Page 28
2.1.2 User Interface......Page 29
2.1.3 Navigation......Page 36
2.1.4 Working with Records......Page 40
2.1.5 Role Centers......Page 46
2.1.6 Filter, Find and Sort......Page 47
2.1.7 Printing and Reporting......Page 54
2.1.8 Help System......Page 59
2.1.9 Case Study Exercises......Page 60
2.2.1 User Options and Personalization......Page 61
2.2.2 Record Information and Templates......Page 64
2.2.3 Document Management......Page 68
2.2.4 Alert Rules and Notifications......Page 70
2.3 Security and Information Access......Page 72
2.3.1 User Groups and Permissions......Page 73
2.3.2 Users and Employees......Page 75
2.3.3 Security Domains......Page 77
2.3.4 Case Study Exercise......Page 78
2.4.1 Organizational Units......Page 79
2.4.2 Company Accounts......Page 81
2.4.3 Virtual Company Accounts......Page 84
2.4.4 Sites......Page 85
2.5 General Settings......Page 86
2.5.1 Number Sequences......Page 87
2.5.2 Currencies......Page 89
2.5.3 Periods......Page 90
2.5.4 Global Address Book......Page 92
2.5.5 Other Settings......Page 93
3.1.1 Basic Approach......Page 94
3.1.2 At a Glance: Purchase Order Processing in Dynamics AX......Page 97
3.2.1 Vendor Records......Page 99
3.2.2 Payment Terms and Cash Discount......Page 102
3.2.3 Ledger Integration......Page 105
3.2.4 Case Study Exercises......Page 106
3.3.1 Item Records in Purchasing......Page 107
3.3.2 Purchase Price and Discount......Page 109
3.3.3 Case Study Exercises......Page 112
3.4.1 Basics of Purchase Order Processing......Page 113
3.4.2 Planned Orders......Page 115
3.4.3 Purchase Requisitions......Page 118
3.4.4 Requests for Quote......Page 120
3.4.5 Purchase Orders......Page 123
3.4.6 Blanket Purchase Orders......Page 129
3.4.7 Order Cancellation......Page 130
3.4.8 Purchase Order Printing......Page 131
3.4.9 Case Study Exercises......Page 134
3.5.1 Receipts List......Page 136
3.5.2 Inventory Registration......Page 137
3.5.3 Packing Slip Receipt......Page 139
3.5.4 Partial Delivery, Over and Under Delivery......Page 141
3.5.5 Order Status and Inquiries......Page 143
3.5.6 Case Study Exercises......Page 146
3.6 Invoice Receipt......Page 147
3.6.1 Invoice Receipt Posting......Page 148
3.6.2 Collective Invoice......Page 150
3.6.3 Order Status and Inquiries......Page 153
3.6.4 Case Study Exercises......Page 155
3.7.1 Crediting Item Returns......Page 156
3.7.2 Other Ways of Crediting......Page 158
3.7.3 Case Study Exercise......Page 159
4.1.1 Basic Approach......Page 160
4.1.2 At a Glance: Sales Order Processing in Dynamics AX......Page 163
4.2.1 Basic Data and Comparison to Vendors Records......Page 165
4.3.1 Item Records in Sales......Page 168
4.3.2 Sales Price and Discount......Page 169
4.4.1 Basics of Sales Order Processing......Page 174
4.4.2 Order Registration......Page 176
4.4.3 Pricing......Page 180
4.4.4 Miscellaneous Charges......Page 182
4.4.6 Case Study Exercises......Page 184
4.5 Distribution......Page 185
4.5.1 Picking List......Page 188
4.5.2 Output Order and Shipment......Page 189
4.5.3 Packing Slip......Page 191
4.5.4 Case Study Exercises......Page 193
4.6.1 Invoicing Sales Orders......Page 194
4.6.2 Free Text Invoices......Page 196
4.6.3 Credit Notes and Item Returns......Page 198
4.6.4 Case Study Exercises......Page 200
4.7.1 Processing Direct Deliveries......Page 202
4.7.2 Case Study Exercise......Page 203
5.1.1 Basic Approach......Page 204
5.1.2 At a Glance: Production Order Processing in Dynamics AX......Page 207
5.2 Items and Bills of Materials......Page 209
5.2.1 Item Records in Manufacturing......Page 210
5.2.2 Bills of Materials (BOM)......Page 211
5.2.3 Case Study Exercises......Page 217
5.3.1 Production Units......Page 218
5.3.2 Work Center Groups......Page 219
5.3.3 Works Centers......Page 221
5.3.4 Routes and Operations......Page 223
5.3.5 Case Study Exercises......Page 228
5.4 Production Orders......Page 229
5.4.1 Basics of Production Order Processing......Page 230
5.4.2 Order Registration......Page 233
5.4.3 Estimation......Page 235
5.4.4 Scheduling......Page 236
5.4.6 Starting......Page 237
5.4.7 Case Study Exercises......Page 238
5.5 Production Journal Transactions......Page 239
5.5.1 Picking List......Page 240
5.5.2 Working Time Registration......Page 242
5.6.1 Reporting as Finished......Page 243
5.6.2 Ending and Costing......Page 245
5.6.3 Case Study Exercise......Page 246
6.1.1 Basic Approach......Page 248
6.1.2 At a Glance: Master Planning in Dynamics AX......Page 249
6.2.1 Basics of Forecasting......Page 250
6.2.2 Forecast Settings......Page 251
6.2.3 Forecasts and Forecast Scheduling......Page 253
6.2.4 Case Study Exercises......Page 255
6.3.1 Basics of Master Planning......Page 256
6.3.2 Master Planning Setup......Page 258
6.3.3 Item Coverage and Item Settings......Page 260
6.3.4 Master Scheduling and Planned Orders......Page 263
6.3.5 Case Study Exercises......Page 267
7.1.1 Basic Approach......Page 268
7.1.2 At a Glance: Inventory Journal Transactions in Dynamics AX......Page 271
7.2.1 Item Records......Page 273
7.2.2 Inventory Dimension Groups......Page 276
7.2.3 Inventory Model Groups......Page 279
7.2.4 Cost Price Settings......Page 282
7.2.5 Transactions Inquiry......Page 283
7.2.6 Quantity on Hand......Page 286
7.2.7 Case Study Exercises......Page 288
7.3 Inventory Valuation......Page 289
7.3.1 Valuation Method......Page 290
7.3.2 Inventory Closing and Adjustment......Page 293
7.3.3 Case Study Exercises......Page 294
7.4.1 Inventory Structures and Parameters......Page 295
7.4.2 Journal Transactions......Page 298
7.4.3 Inventory Counting......Page 301
7.4.4 Quarantine......Page 302
7.4.5 Case Study Exercises......Page 304
8.1.1 Basic Approach......Page 306
8.1.2 At a glance: Ledger Journal Transactions in Dynamics AX......Page 307
8.2.1 Chart of Accounts......Page 308
8.2.2 Customer, Vendor and Bank Accounts......Page 310
8.2.3 System accounts......Page 311
8.2.4 Financial Dimensions......Page 312
8.2.5 VAT / Sales Tax Settings......Page 313
8.3.1 Basics Setup for Journal Transactions......Page 316
8.3.2 General Journals......Page 318
8.3.3 Invoices......Page 322
8.3.4 Payments......Page 325
8.3.5 Reversing Transactions......Page 329
8.3.6 Case Study Exercises......Page 330
8.4 Ledger Integration......Page 331
8.4.2 Ledger Integration in Inventory......Page 332
8.4.3 Ledger Integration in Production......Page 335
Appendix B: Setup Checklist......Page 338
Appendix C: Icons and Shortcut Keys......Page 346
Bibliography......Page 348
C......Page 350
F......Page 351
J......Page 352
P......Page 353
R......Page 354
U......Page 355
Z......Page 356
