Identify the new application features in Microsoft Dynamics AX 4.0

Any existing core material covering the topics covered

About the Microsoft Dynamics AX 4.0 - What's New Application Training Course

Release Overview

Trustworthy Computing

Global Search

Navigation Pane and New Look and Feel

Favorites

Alerts

Improved Documentation

Unicode

Removal of 2-tier, 3tier Thick, and Web Deployment

Windows Server 2003 Supported throughout Product

Windows Authentication Logon

Lab 2.1 - TwC and Organizational Security Policy

Lab 2.2 - Using Global Search

Lab 2.3 - Set up the Favorites Pane

Introduce Microsoft Dynamics AX General new Functionality

Introduce Trustworthy Computing (TwC) as Corporate tenets

Demonstrate how the TwC tenets help define a customer's security policy

Discuss Navigation Pane and Look and Feel

Examine Global Search

Use alerts to stay informed

Explain Improved Documentation

Introduce Unicode

Discuss removal of 2-tier, 3-tier Thick, and Web Deployment

Introduce Windows Server 2003 supported throughout product

Create Dimensions, Sets, Hierarchies and Rules

Financial Statements

Import XBRL Taxonomy

Exchange Rate Adjustments

Exchange Rate Adjustment as by a Considered Date

Transaction Reversal

Payment Method and Proposal

Methods of Payment

Consolidation According to the FASB 52 Regulation

Run Consolidation According to the FASB 52 Regulation

Demonstration - FASB52 Consolidation

EU115 Sales Tax Directive

Ledger Accrual

Aging Buckets

Depreciation Books, Conventions and Bonus

Bonus Depreciation

Refund Checks

Default Vendor Account Setup

Lab 3.1 - Dimensions, Sets, Hierarchies and Rules

Lab 3.2 - A New Financial Statement

Lab 3.3 - Import XBRL Taxonomy

Lab 3.4 - Exchange Rate Adjustments

Lab 3.5 - Transaction Reversal

Lab 3.6 - Payment Proposal

Lab 3.7 - EU 115 Sales Tax Directive

Lab 3.8 - Ledger Accrual

Lab 3.9 - Aging Buckets

Lab 3.10 - Depreciation Books, Conventions and Bonus Depreciation

Lab 3.11 - Check Refund

Lab 3.12 - Default Ledger Accounts

Create dimensions, sets, hierarchies and rules

Create a new financial statement

Import XBRL taxonomy

Run the exchange rate adjustment by the considered date

Reverse transactions on customer, vendor and ledger accounts

Enable new payment attributes on payment proposals

Set up consolidation to comply with the FASB 52 regulation

Set up elements to be printed on invoices to comply with EU directive 115

Use accrual schemes to divide the expense or income over time

Use aging buckets to analyze the timely distribution of Accounts Receivable and Accounts Payable balances

Set up depreciation books, conventions and bonuses

Refund checks to customers

Set up default accounts for vendors

Cost and Service Categories

Cost Balance

Accruals

Cost and Service Distribution

Budgeting

Lab 4.1 - Create a Service Category

Lab 4.2 - Display Cost Balances Lab

Lab 4.3 - Distribute Costs Posted With a Dimension

Lab 4.4 - Create a Complex Budget Model

Lab 4.5 - Create a Flexible Budget

Work with the Service categories integrated in the Cost category form

Display the total values in the new form Cost balance

Work with Accruals

Review the benefits of the functionality Distribution

Use the new Cost budget and Service budget forms to create budget costs directly from the menu

Use sub-models to create complex budget models

Work with the enhanced Flexible budget functionality

Quotations

Price Simulations

Project Quotations

BOM Calculation

Quantity Dependent BOM

Intercompany master planning

Subcontracting

Production Order Costing

RFID

Transfer Orders

Multiple Ship To

Delivery Date control

Release Sales order picking

Direct Delivery

Multiple Ship to

Enhanced Delivery Date Control

Direct Delivery

Release Sales Order Picking

Transfer Orders

Lab 6.1 - Multiple Ship To

Lab 6.2 - Setting up Transport Times

Lab 6.3 - Available Dates and Delivery Dates

Lab 6.4 - Direct Delivery

Lab 6.5 - Release Sales Order Picking

Lab 6.6 - Transfer Order 1 - Create a Transfer Order

Lab 6.6 - Transfer Order 2 - Pick, Ship and Receive a Transfer Order

Specify an alternative address for purchase order lines

Specify an alternative delivery address for a sales order or sales order line

Identify the factors included in the delivery date calculation

Set up the delivery date control system

Specify and update request dates using the Available dates function

Create a purchase order for direct delivery from a sales order

Run posting updates on a direct delivery purchase order

Update the purchase order and sales order and view changes on the linked orders

Set up the Release sales order picking form

Allocate on-hand inventory for sales order picking

Create setup for transfer orders

Create a transfer order

Pick items before transfer between warehouses

Transfer items between warehouses

Setting Up the AIF Endpoint Settings in the Companies in the Intercompany Chain

Copy an Item from One Company to another Company

Create an Intercompany Chain of the Type Non-direct Delivery

Direct Delivery

Return Order

Settlements and Intercompany

Lab 7.1

Lab 7.2

Lab 7.3

Identify the elements in the AIF endpoint setup

Copy an item from one company to another

Create an intercompany chain of the type non direct delivery and process the resulting orders

Create an intercompany chain of the type direct delivery and process the resulting orders

Create a return order intercompany order chain

Settle an intercompany payment transaction

Extra Section of a Minor but Powerful Functionality

Benefit with Intercompany Master Scheduling

Lab 8.1: Set up and Execute Master Schedule in Company A, B & C

Set up Intercompany Master Schedule

Make or Buy decisions

Run periodic master schedule for Intercompany

Set up master plan to use for Intercompany

Schedule sequence for Intercompany

Quantity Dependent BOM & Route versions

Set up of Range and Active BOM and Route

Create Production Order from Sales Order

Max Report as Finished Form

Master Planning

Practice: Create a New BOM and a Route Version

Subcontracting

Vendor Operation

Vendor Production

BOM Calculation

The Calculation Requirements

Production Order costing

Trustworthy Computing Principles

9.1: Lab Vendor Operation

9.2: Lab Vendor Production (Multi Level BOM)

Identify Key benefits of quantity dependent BOM function

Identify the one active version by date interval and quantity

Set up and use of quantity dependent BOM & Route versions

Max report as Finished

Create/Select configuration

Scheduling

Set up of subcontractor work in Venfor Operation and Vendor Production

Set up of subcontractor delivery note

Set up of Warehouse used for the subcontractor work

Usage of Subcontractor Overview form improvements

Understand potential issues with BOM calculation in earlier versions of Microsoft Dynamics AX.

How to update prices from a BOM calculation

What is Line type Item calculation

Perform Production order costing

Distinguish between results from line type item and line production

Make a snapshot of consumption through price calculation table

Why only end job results

Introduce new statuses

Wizard for Product Model Creation

Validation Rules

Graphical Representation of the Configured Item

Multiple Compilation of Product Models

Automatic and Mandatory Configuration

Item Configuring on the Quotation Line and in Item Requirements

Other Enhancements

Lab 10.1: Create the Global Formula Rule

Lab 10.2: Create the Local Constraint Rule

Lab 10.3: Create the Global Action Rule

Lab 10.4: Set up Automatic Item Configuration

Create product models using the wizard

Create validation rules

Set up graphics for a configurable item

Set up and use multiple compilation of product models

Set up automatic and mandatory configuration

Set up hiding of some dialog boxes

Configure item on the quotation lines

Use other Product Builder innovations

RFID Status

Receiving Goods

Pick/Pack/Ship

L Lab 11.1 - Receive Tagged Goods

Lab 11.2 - Pick, Pack, Ship Tagged Goods

State the current status of Radio Frequency Identification (RFID) technology

Receive Goods

Pick/Pack/Ship with RFID

Update Shop Floor Control to Microsoft Dynamics AX 4.0

New Job Table

Configure Registration Forms

Special Days

On Call Activities

New Parameters

Notice Board

Production Feedback

Machines in the employee table

Work Planner

Cleanup Registrations

Lab 12.1 - Create New Absence Group and Code

Lab 12.2 - Synchronize the Job Table

Lab 12.3 - Configure a Registration Form

Lab 12.4 - Set Up a Special Day

Lab 12.5 - Create an On Call Activity

Lab 12.6 - Plan a Working Week for a Three Shift Team

Configure registration forms

Create Special days

Create On call activities

Set up new parameters

Create messages on Notice board

Change picking list posting on production jobs

Set up machines in the employee table

Create profile selections using the Work planner

Clean up registrations

Project Quotations

Invoice Contro

Three New Internal Projects

Estimate Form

Statistics

Reports

Lab 13.1 -Create a Quote

Lab 13-2 Issue a Credit for an Hours Transaction

Lab 13-3 Using Investment type Projects

Lab 13-4 Create an Estimate

Lab 13-5 Using Statistics

Lab 13-6 Employee Hours Reporting

Create a quotation using each of the transaction types.

Transfer the quotation to a project forecast.

Review a Time and Material (T&M) project for the corresponding quotation.

Perform a credit note update.

Configure the journal posting parameters for hours on the project group.

Post an expense on an investment project.

Create, calculate, delete, post and reverse an estimate.

Perform an elimination and reverse the elimination.

Describe the new data model for the statistic function.

Describe the five project statements.

Describe the five different report types.

E-Recruitment Features in Recruitment Projects

Mass Hire Projects

Absence Requests

Move Employment Affiliations

Lab 14.1 - Publish a Job Advertisement

Lab 14.2 - Set up a Mass Hire Project

Lab 14.3 - Planning Summer Vacation

Lab 14.4 - Moving Employees to a New Department

Identify and use e-recruitment features

Describe the benefits and processes of mass hire projects

Demonstrate the absence request procedure

List the options available when moving employment affiliations

New Scorecard Structure and Terminology

New Interdependent Structure

Creating Measurable Objectives

Creating Quantifiable Performance Measurements

Scorecard Overview Information

Lab 15.1 - Set Up a Scorecard and Objectives

List changes to terminology

Describe new scorecard structure

Create measurable objectives

Create quantifiable performance measurements

Describe the contents of the scorecard overview

Competitive Quotations

Price Simulations

Project Quotations

Sales Statistics

Synchronize Microsoft Dynamics AX and Outlook

Lab 16.1 - Price Simulation for Single Line Items

Lab 16.2 - Price Simulation for Entire Quotation

Lab 16.3 - Create a Project Quotation

Lab 16.4 - Edit Synchronize Contacts

Register competitive quotations

Create and save price simulations

Create quotations on projects

View and analyze sales statistics

Synchronize Microsoft Dynamics AX and Microsoft Office Outlook

Service Agreement

Service Orders

Repair

BOM Versioning

Subscription

Lab 17.1 - Creating a Service Agreement

Lab 17.2 - Copy Lines Into a Service Agreement

Lab 17.3 - Create and Process a Manually Created Service Order

Lab 17.4 - Automatic Creation of Service Orders

Lab 17.5 - Create a Repair Line and Register Service Order Transactions

Lab 17.6 - BOM Versioning

Lab 17.7 - Create a Subscription, a Subscription Transaction and Accrue the Transaction

Create a service agreement

Create service agreement lines

Copy lines into a service agreement

Create and process a manually created service order

Create a service order automatically

Create a repair line

Finish a repair line and process associated service orders

Create and modify a template BOM.

Create a service BOM

Update a service BOM with changes

Create a subscription

Create a subscription fee transaction

Accrue revenue from a subscription fee transaction