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Procurement in Microsoft Dynamics AX 2012

This two-day instructor-led course, Procurement and Sourcing in Microsoft Dynamics® AX 2012, provides students with the necessary tools and resources to perform basic tasks in the procurement flow in Microsoft Dynamics ... Show More
Course Prerequisites:
The intended audience includes customers that want to learn the basic features and develop a working knowledge... Show More
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2 Days

Course Content

  • Review the main concepts of Procurement and sourcing in Microsoft Dynamics AX 2012.
  • Create and manage products.
  • Describe the setup that is required and optional before creating vendors.
  • Create a new vendor.
  • Review various types of catalogs, including their usages.
  • Set up category hierarchies and work with procurement categories.
  • Work with procurement, vendor, and external catalogs.
  • Manage the request for quotation process.
  • Create, complete, and follow-up on purchase requisitions.
  • Set up purchasing parameters.
  • Create and process purchase orders.
  • Describe the change management process, and set up the system for change management.
  • Create and process vendor returns. Create and process purchase agreements.
  • Use the features of the Vendor Self-service Portal.
  • Manage transactions on the Procurement Order site.
  • Order products using the Employee Services site.
  • Define purchasing policy parameters.
  • Create and configure purchasing policies.
  • Describe the workflows available for procurement and sourcing.
  • CTU Training Solutions , Updated: July 6th, 2017

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