Generic Key User Training for Microsoft Dynamics AX
Optimum has developed a suite of key user courses for Microsoft Dynamics AX. These courses are aimed at people who will be involved in implementing AX and want to get some hands-on experience and understanding of the system.
The courses will aim to give an overview of the system, key concepts and terminology, and key screens using a generic AX implementation build.
The courses will not advise or discuss how best to implement AX for any specific organisation, but will give delegates enough understanding of AX in order to most effectively engage in subsequent discussions about implementation.
Module 1 – AX2012 interface:
Modules; navigation; favourites; places; forms; inquiries; reports; setup; periodic; filtering; the grid; sorting data; main table linking; role centre; cues.
Module 2 – AX2012 configuration:
Number sequences; introduction to the chart of accounts; organisation hierarchy; financial dimensions; end of period adjustments; period control; workflow.
Module 3 – General ledger:
Posting a general journal; reversing journals; periodic journals; time saving techniques.
Module 4 – Purchase to pay:
Supplier creation; purchase order processing; workflow; goods receipting; invoice receipt; payment processing.
Module 5 – Order to cash:
Customer and invoice creation; sales order processing; payment receipt; collections; write-off.
Module 6 – Fixed assets:
Creation of an asset; asset acquisition; asset depreciation; asset disposal, value models.
Module 7 – Projects:
Project hierarchy; projects; work breakdown structure; activities; project contracts; project journals; timesheets; expenses; project purchasing; project invoicing.
Module 8 – Supply Chain:
Product setup, inventory management, purchase orders, sales orders, quality management, inventory journals stock control.
Module 9 – Distribution & Trade:
Customer and Supplier agreements, item arrival and registration, quarantine management, supplier returns, sales quotes, item reservations, sales order picking, customer returns, transfer orders.
Module 10: Procurement:
Product set up, suppliers, catalogues, request for quotes, purchase requisitions, purchase orders, vendor returns, purchase agreements.
Module 11 – Sales & marketing:
CRM, prospects, contact activities, telemarketing, campaigns, leads and opportunities, case management.
Module 12 – Human resources:
Organisation hierarchy; workers, employee and contractor setup, position setup personnel details; mass hire project; transfer workers; terminate workers; absence; payments and deductions; overtime handling; worker cost price; security considerations;
Module 13 – Payroll:
Implementing payroll; payments and deductions; variable deductions; processing P11D, P45 and P60; processing payroll.
Module 14 – Discrete manufacturing:
Set up and core concepts, BOMs, calendars and resources, operations and routes, parameters, production orders and life cycle, production scheduling, sub-contracting, control and end production, inquiries and reports.
Module 15 – Process manufacturing:
Formula management, batch orders, master planning, containerized packaging, catch weights, Lot and batch control, vendor information, commodity pricing, product compliance, integration with advanced warehousing.
Module 16 – Lean manufacturing:
Kanban and pull based manufacturing.
Module 17 – Inventory management:
Quality and quarantine management, goods receipt and putaway, stock control,
Click here to download a PDF overview of the generic key user training modules available for for Microsoft Dynamics AX.