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Table of Contents Introduction 0-1  Welcome ............................................................................................................ 0-1  Microsoft Dynamics Courseware Contents ........................................................ 0-2  Documentation Conventions .............................................................................. 0-3  Student Objectives ............................................................................................. 0-4  Chapter 1:
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  Table of Contents i Introduction 0-1   Welcome ............................................................................................................ 0-1   Microsoft Dynamics Courseware Contents ........................................................ 0-2   Documentation Conventions .............................................................................. 0-3   Student Objectives ............................................................................................. 0-4   Chapter 1: Overview 1-1   Objectives ........................................................................................................... 1-1   Introduction ......................................................................................................... 1-1   Supply Chain ...................................................................................................... 1-2   Product Information Management ...................................................................... 1-3   Inventory Management ....................................................................................... 1-3   Warehouse Management ................................................................................... 1-4   Quality Management .......................................................................................... 1-4   Summary ............................................................................................................ 1-4   Chapter 2: Product Information Management 2-1   Objectives ........................................................................................................... 2-1   Introduction ......................................................................................................... 2-1   Defining Products ............................................................................................... 2-2   Modeling Configurable Products ...................................................................... 2-13   Inventory Dimension Groups ............................................................................ 2-18    Authorizing Product Setup in Legal Entity ........................................................ 2-24   Lab 2.1 - Creating and Releasing Product Masters.......................................... 2-27   Finalizing Released Products ........................................................................... 2-29   Lab 2.2 - Create and Apply a Product Template to Multiple Products .............. 2-33   Default Order and Site Settings ........................................................................ 2-34   Item Pricing ...................................................................................................... 2-38   Unit of Measure ................................................................................................ 2-46   Defining Products as Not Stocked .................................................................... 2-48   Summary .......................................................................................................... 2-49   Test Your Knowledge ....................................................................................... 2-50   Quick Interaction: Lessons Learned ................................................................. 2-52   Solutions ........................................................................................................... 2-53   Chapter 3: Inventory Management Setup 3-1   Objectives ........................................................................................................... 3-1   Introduction ......................................................................................................... 3-1   Item Groups ........................................................................................................ 3-2   Item Model Groups ............................................................................................. 3-6   Lab 3.1 - Create an Item Model Group and Apply It to a Released Product .... 3-17   Warehouse Management ................................................................................. 3-18   Summary .......................................................................................................... 3-22   Test Your Knowledge ....................................................................................... 3-23   Quick Interaction: Lessons Learned ................................................................. 3-24   Solutions ........................................................................................................... 3-25   Chapter 4: Purchase Orders 4-1   Objectives ........................................................................................................... 4-1    Supply Chain Foundation in Microsoft Dynamics ®  AX 2012 ii Introduction ......................................................................................................... 4-1   Working with Purchase Orders ........................................................................... 4-2   Set Up Purchasing Parameters .......................................................................... 4-8   Create Purchase Orders .................................................................................. 4-16   Process Purchase Orders ................................................................................ 4-25   Lab 4.1 - Create Purchase Orders ................................................................... 4-30   Generate Purchase Order Documents ............................................................. 4-31   Change Management ....................................................................................... 4-39   Lab 4.2 - Change Management ........................................................................ 4-44   Purchase Order Tasks ..................................................................................... 4-45   Purchase Order Inquiries and List Pages ......................................................... 4-51   Summary .......................................................................................................... 4-53   Test Your Knowledge ....................................................................................... 4-54   Quick Interaction: Lessons Learned ................................................................. 4-56   Solutions ........................................................................................................... 4-57   Chapter 5: Serial and Batch Numbers 5-1   Objectives ........................................................................................................... 5-1   Introduction ......................................................................................................... 5-1   Dimension Group - Tracking Dimensions ........................................................... 5-2   Manual Allocation ............................................................................................... 5-3   Lab 5.1 - Set Up an Item with Manual Allocation of Serial Numbers ................ 5-11    Automatic Allocation ......................................................................................... 5-13   Lab 5.2 - Set Up an Automatically Allocated Serialized Product ...................... 5-18   Tracing ............................................................................................................. 5-20   Lab 5.3 - Trace Items ....................................................................................... 5-25   Summary .......................................................................................................... 5-26   Test Your Knowledge ....................................................................................... 5-27   Quick Interaction: Lessons Learned ................................................................. 5-28   Solutions ........................................................................................................... 5-29   Chapter 6: Sales Orders 6-1   Objectives ........................................................................................................... 6-1   Introduction ......................................................................................................... 6-1   Working with Sales Orders ................................................................................. 6-2   Sales Order Types ............................................................................................. 6-7   Set Up Sales Parameters ................................................................................... 6-9   Creating a Sales Order ..................................................................................... 6-21   Lab 6.1 - Create a Sales Order ........................................................................ 6-27   Ship to Multiple Addresses ............................................................................... 6-28   Delivery Schedule ............................................................................................ 6-30   Enhanced Delivery Date Control ...................................................................... 6-32   Lab 6.2 - Setting up Transport Times ............................................................... 6-41    Available Ship and Receipt Dates .................................................................... 6-42   Order Entry Deadlines ...................................................................................... 6-44   Direct Delivery .................................................................................................. 6-49   Lab 6.3: Direct Delivery .................................................................................... 6-55   Processing a Sales Order ................................................................................ 6-56   Generate a Sales Order Confirmation .............................................................. 6-57   Generate a Sales Order Picking List ................................................................ 6-61    Table of Contents iii Process a Picking List Registration .................................................................. 6-63   Generate a Sales Order Packing Slip............................................................... 6-64   Shipping Carrier Interface ................................................................................ 6-68   Summary .......................................................................................................... 6-70   Test Your Knowledge ....................................................................................... 6-71   Quick Interaction: Lessons Learned ................................................................. 6-72   Solutions ........................................................................................................... 6-73   Chapter 7: Quality Management 7-1   Objectives ........................................................................................................... 7-1   Introduction ......................................................................................................... 7-1   Set Up Quality Management Basics ................................................................... 7-2   Lab 7.1: Set Up Quality Management Basics ................................................... 7-16   Set Up Automatic Quality Order Generation .................................................... 7-22   Lab 7.2 - Set Up Automatic Quality Order Generation ..................................... 7-25   Create a Manual Quality Order ........................................................................ 7-26   Lab 7.3 - Create a Manual Quality Order ......................................................... 7-28   Working with a Non Conformance .................................................................... 7-30   Quality Reports and Certificates ....................................................................... 7-38   Summary .......................................................................................................... 7-40   Test Your Knowledge ....................................................................................... 7-41   Quick Interaction: Lessons Learned ................................................................. 7-43   Solutions ........................................................................................................... 7-44   Chapter 8: Inventory Journals 8-1   Objectives ........................................................................................................... 8-1   Introduction ......................................................................................................... 8-1   Inventory Journals Setup .................................................................................... 8-2   Inventory Adjustment and Movement Journals .................................................. 8-8   Lab 8.1 - Create a Movement Journal .............................................................. 8-11   Lab 8.2 - Create an Inventory Adjustment Journal ........................................... 8-13   Transfer Journals ............................................................................................. 8-13   Lab 8.3 - Create a Transfer Journal ................................................................. 8-16   Bill of Material Journals .................................................................................... 8-17   Lab 8.4 - Create a Bill of Material Journal ........................................................ 8-19   Counting Journals ............................................................................................ 8-20   Counting Journal Setup .................................................................................... 8-20   Creating and Processing a Counting Journal ................................................... 8-24   Lab 8.5 - Create a Counting Journal ................................................................ 8-29   Tag Counting Journals ..................................................................................... 8-30   Inventory Blocking ............................................................................................ 8-32   Summary .......................................................................................................... 8-36   Test Your Knowledge ....................................................................................... 8-37   Quick Interaction: Lessons Learned ................................................................. 8-39   Solutions ........................................................................................................... 8-40    Supply Chain Foundation in Microsoft Dynamics ®  AX 2012 iv
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