Course 80415A Public Sector Procurement and Payables in Microsoft Dynamics AX 2012

Длительность курса – 3 дня /24 академических часа

Время проведения — с 10:00 до 17:00

*Описание курса 80415 Управление и расчеты по тендерам и государственным закупкам Microsoft Dynamics AX 2012 представлено на английском языке. Курс читается на русском языке.

Описание курса

About this Course

This course provides insight and guidance to procurement and sourcing features along with Accounts Payable features in Microsoft Dynamics AX that are often used by public sector organizations as they request, order and pay for products and services. It also provides information on workflow and the Vendor Portal and Procurement Order Site.

Audience Profile

This course is intended primarily for partners that sell and implement public sector solutions to customers. It can also be helpful to customers that are already familiar with AX Public Sector financial topics and need to learn about procurement functionality.

At Course Completion

After completing this course, students will be able to:

Understand basic procurement processes for public sector entities
Review and set up budget controls for procurement transactions
Create purchasing policies for employees
Define policy rules to customize the purchasing process
Understand basic workflow concepts
Set up procurement vendors and complete other related vendor setups
Create a procurement category and add attributes to the category
Create, publish, and update a catalog
Create a request for quotation (RFQ)
Create a purchase order from an RFQ
Create a RFQ from a purchasing requisition
Create a purchase requisition and complete the purchase requisition by approving the document and creating a purchase order
Use demand consolidation
Create a purchase order, add purchase lines to it, and process a purchase order
Create a purchase agreement and identify the four types of commitments that comprise an agreement
Use a purchase agreement on a purchase order
Identify the available signing limits that can be applied to employees
Enter vendor invoices against purchase orders, purchase agreements, and projects
Create, send and view notifications on the Vendor Portal
View and create purchase requisitions on the Procurement Order Site
Order goods and services using the Procurement Order Site
Complete year-end activities for procurement

Before attending this course, students must have:

Completed Course 80219A, Financials I in Microsoft Dynamics AX 2012, or have equivalent knowledge of the financial tasks covered in this course.
Completed Course 80220A, Financials II in Microsoft Dynamics AX 2012, or have equivalent knowledge of the financial tasks covered in this course.
Completed Course 80338A, Microsoft Dynamics AX 2012 Public Sector — Financials or have equivalent knowledge of the content covered in this course.

Course Outline

Module 1: Procurement and Accounts Payable Overview

This module introduces Procurement and sourcing features along with Accounts Payable features in Microsoft Dynamics AX. that are often used by public sector organizations as they request, order and pay for products and services.

Lessons

About the Procurement Process
End-To-End Scenario

After completing this module, students will be able to:

Identify the features that support the procurement process in Microsoft Dynamics AX
Understand basic procurement scenarios for public entities

Module 2: Procurement and Accounts Payable Setup and Purchasing Policies

This module focuses on setting up main accounts, posting definitions, journals, payment terms and other items to make the most of purchasing related features in Microsoft Dynamics AX.

Lessons

Default Ledger Accounts Setup
Posting Definitions Setup
Journal Setup
Bank Setup
Accounts Payable Setup
Budget Control
Purchasing Policies

Module 3: Workflow

This module provides guidance on creating and configuring workflows used for purchasing and procurement related tasks in Microsoft Dynamics AX.

Lessons

About Workflow
Procurement Catalog Workflows
Purchasing Workflows
Vendor Workflows

Module 4: Vendors

This module discusses what is necessary to track businesses and individuals that you purchase product and services from in Microsoft Dynamics AX.

Lessons

Setup for Vendors
Create Vendors
Vendor Tasks
Evaluate Vendors
Vendor Inquiries, Reports, and Notifications

Module 5: Procurement Categories and Catalogs

This module introduces how to create, publish and update a catalog. It also discusses how to manually create a catalog and import catalog data from a vendor.

Lessons

Category Management
Catalogs
Procurement Catalogs
Vendor Catalogs
External Catalogs
Catalog Comments
Category Reports and Inquiries

Module 6: Request for Quotation

This module discusses a request for quotation (RFQ) and it’s role in the purchasing process. It provides guidance on creating RFQ’s, and eventually creating a purchase order from an FRQ.

Lessons

Create a Request for Quotation Case
Request for Quotation Follow-Up
Request for Quotation Replies
Accept or Reject RFQ Replies
Purchase Order Creation from an RFQ
RFQ from a Purchase Requisition
Reports and Inquiries

Module 7: Purchase Requisitions

This module discusses how to create a purchase requisition, complete it, and approve it to create a purchase order.

Lessons

Manage Purchase Requisitions
Create Purchase Requisitions
Complete a Purchase Requisition
Follow-Up on Purchase Requisitions
Convert Purchase Requisitions to Purchase Orders
Demand Consolidations
Setup for Purchase Requisitions
Purchase Requisition Workflow

Module 8: Purchase Orders and Vendor Returns

This module reviews frequently used forms and list pages for purchase orders. It demonstrates how to create, process and copy purchase orders. It also discusses how to create a credit note for a vendor return.

Lessons

Working with Purchase Orders
Set Up Parameters for Purchase Orders
Create a Purchase Order
Process Purchase Orders
Change Management
Copy Purchase Orders
Purchase Order Tasks
Purchase Order Reports and Inquiries
Create Vendor Returns
Create Vendor Returns for Serialized Items

Module 9: Purchase Agreements and Signing Limits

This module discusses how to create a purchase agreement. Each of the four types of commitments that comprise an agreement are discussed. It also identifies the available signing limits that can be applied to employees.

Lessons

Create an Agreement
Create a Purchase Agreement for a Contract
Use Agreements on Purchase Orders
Signing Limits

Module 10: Vendor Invoices

This module discusses entering vendor invoices against purchase orders, purchase agreements and projects. It also discusses the different types of invoice matching, along with a discussion on payment proposals.

Lessons

Various Invoice Types
Accounts Payable Daily Procedures
Invoice Accounting Inquiry
Payment Proposals

Module 11: Vendor Portal and Procurement Order Site

This module focuses on the features of the vendor role center, how to order products using the Employee Services site, and features of the Vendor Portal. It also discusses how to view and create purchase requisitions on the Procurement Order site.

Module 12: Procurement Year-End Activities

This course discusses how to close purchase order encumbrances in the current year, and open in the next fiscal year. It also discusses other possible year-end tasks.

В начало

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