Development IV in Microsoft Dynamics AX...
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M80313 www.globalknowledge.dk [email protected] tlf.nr.: 44 88 18 00 Development IV in Microsoft Dynamics AX 2012 Varighed: 4 Days Kursus Kode: M80313 Beskrivelse: This four-day instructor-led course dives deeper into the programming architecture of Microsoft Dynamics AX 2012. It provides students with a case study/hands-on approach to customizing the system. This course contains coding. Målgruppe: The intended audience is experienced systems consultants typically working for a Microsoft Dynamics partner that is selling, consulting, implementing, and supporting Microsoft Dynamics AX 2012. Agenda: After completing this course, students will be able to: Describe how sales and purchase orders integrate with other modules. Describe the features of number sequences in Microsoft Dynamics AX 2012. Discuss the primary tables used in the purchase order flow. Describe the steps for setting up and administering a number Describe how the PurchType, PurchLineType, and PurchTotals sequence. classes work. Develop new number sequences by extending the Describe how trade agreements are used and set up. NumberSeqApplicationModule class. Review the data model for trade agreements. Use the Form Handler to create number sequences in a form. Discuss how the trade agreement classes are used and can be Describe the concept of events and how they can be used in extended. Microsoft Dynamics AX. Describe how sales and purchase agreements are used and set up. Describe the various methods for integrating with Microsoft Dynamics AX. Review the data model for sales and purchase agreements. Describe the various types of services available in Microsoft Discuss how the sales and purchase agreement classes are used Dynamics AX. and can be extended. Use a proxy class for .NET interop to X++. Describe how pricing policies are used. Access managed assemblies from X++. Describe how charges are used and set up. Explain how .NET Framework assemblies are deployed. Review the data model for charges. Describe how to set up and use the Global Address Book. Describe how the FormLetter framework is used. Review the data model and classes for the Global Address Book List the various documents that are processed through the framework. FormLetter framework. Create a new entity for the Global Address Book. Describe the data model for updating documents. Modify the Extensible Data Security policy for the new Global Describe how the FormLetter classes relate to each other and Address Book entity. generally work. Retrieve an address from the Global Address Book on a Describe how to make modifications to the FormLetter framework. transaction. Describe the differences between the sales order and the sales Describe how extensible data security policies can be used to quotation features, data model, and classes. help secure your data. Describe the differences between the purchase order and the Create and use extensible data security policies. request for quotation features, data model, and classes.
Transcript of Development IV in Microsoft Dynamics AX...
M80313 www.globalknowledge.dk [email protected] tlf.nr.: 44 88 18 00
Development IV in Microsoft Dynamics AX 2012
Varighed: 4 Days Kursus Kode: M80313
Beskrivelse:
This four-day instructor-led course dives deeper into the programming architecture of Microsoft Dynamics AX 2012. It provides students with acase study/hands-on approach to customizing the system. This course contains coding.
Målgruppe:
The intended audience is experienced systems consultants typically working for a Microsoft Dynamics partner that is selling, consulting,implementing, and supporting Microsoft Dynamics AX 2012.
Agenda:
After completing this course, students will be able to: Describe how sales and purchase orders integrate with othermodules.
Describe the features of number sequences in MicrosoftDynamics AX 2012. Discuss the primary tables used in the purchase order flow.
Describe the steps for setting up and administering a number Describe how the PurchType, PurchLineType, and PurchTotalssequence. classes work.
Develop new number sequences by extending the Describe how trade agreements are used and set up.NumberSeqApplicationModule class.
Review the data model for trade agreements.Use the Form Handler to create number sequences in a form.
Discuss how the trade agreement classes are used and can beDescribe the concept of events and how they can be used in extended.Microsoft Dynamics AX.
Describe how sales and purchase agreements are used and set up.Describe the various methods for integrating with MicrosoftDynamics AX. Review the data model for sales and purchase agreements.
Describe the various types of services available in Microsoft Discuss how the sales and purchase agreement classes are usedDynamics AX. and can be extended.
Use a proxy class for .NET interop to X++. Describe how pricing policies are used.
Access managed assemblies from X++. Describe how charges are used and set up.
Explain how .NET Framework assemblies are deployed. Review the data model for charges.
Describe how to set up and use the Global Address Book. Describe how the FormLetter framework is used.
Review the data model and classes for the Global Address Book List the various documents that are processed through theframework. FormLetter framework.
Create a new entity for the Global Address Book. Describe the data model for updating documents.
Modify the Extensible Data Security policy for the new Global Describe how the FormLetter classes relate to each other andAddress Book entity. generally work.
Retrieve an address from the Global Address Book on a Describe how to make modifications to the FormLetter framework.transaction.
Describe the differences between the sales order and the salesDescribe how extensible data security policies can be used to quotation features, data model, and classes.help secure your data.
Describe the differences between the purchase order and theCreate and use extensible data security policies. request for quotation features, data model, and classes.
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Describe how financial dimensions are used. Describe the differences between the purchase order and thepurchase requisitions features, data model, and classes.
Describe the various types of organizations available in MicrosoftDynamics AX 2012. Explain how to use and set up categories and category hierarchies.
Describe how the organization model is used throughout the Review the data model for categories and category hierarchies.system.
Describe how projects are created, and the various types of projectsCreate a custom operating unit, and organization type. that are available.
Describe how cases are used in Microsoft Dynamics AX 2012. Review the data model for projects.
Create a new case association type. Discuss the significant classes that are used with projects.
Add case management to a form. Describe how the work breakdown structure is used with projectsand how the data model relates to the project data model.
Explain how policy rules are used.Discuss the transaction types that are used for journals in the
Review the data model for the policies framework. Project management and accounting module and how categories,pricing, and line properties control the posting of these transactions.
Create a new policy type and policy rule.Review the data model and the ProjTrans class hierarchy that is
Describe currencies, exchange rates, fiscal calendars, and used for posting transactions against a project.periods.
Describe how budgeting and forecasting works with projects.Describe the components that comprise the chart of accounts.
Review the data model for budgets and forecasts.Review the steps for adding financial dimension controls to aform. Describe how project contracts are used.
Create a new system-defined dimension. Review the data model for project contracts.
Describe how journals and transactions are used to update the Describe how project invoice proposals and invoices are generatedgeneral ledger. in Microsoft Dynamics AX.
Describe how the Budgeting module is used. Review the data model and classes used for generating invoiceproposals and invoices.
Review the data model and key classes used for budgeting andbudget checking. Review how estimate projects and cost templates are used in the
system.Describe how the Fixedassets module is used.
Describe the Project Management and Accounting Add-In.Review the data model for fixed assets.
Review the basics of bill of materials and the data modelDescribe how products are set up, released, and finalized.
Introduce routes and operations.Describe how inventory dimensions and groups are used tomanage product information. Describe the major features of production orders.
Review the data model for inventory dimensions. Review scheduling methods, resources and jobs.
Describe how reservations and marking are used in the system. Describe master planning and the planned production order journalmodel.
Review the inventory transactions and on hand inquiries.Introduce lean manufacturing, Kanban, and production flow models.
Describe the data model for inventory transactions and on handinventory. Review Process Industries in Microsoft Dynamics AX 2012.
Review the structure of the InventOnHand Class. Implement a new line-item workflow.
Explain how inventory journals are used. Review the workflow providers in Microsoft Dynamics AX 2012.
Discuss the inventory journals data model and the structure of Create a custom workflow provider.the InventJournalCheckPost classes.
Enable queues for a workflow document.Describe how quarantine management and quality managementare used in the system. Discuss how currency type fields function within the Condition
Editor.Explain inventory blocking.
Review the steps required to implement a new hierarchy type field toDescribe other functionality that is available in the Inventory and be used in the Condition Editor.warehouse management module.
Explain the report capabilities in Microsoft Dynamics AX 2012.Describe the activities and transactions that can be created for
M80313 www.globalknowledge.dk [email protected] tlf.nr.: 44 88 18 00
customers. Describe the key concepts involved when specifying data for yourreports.
Review the customer data model.Create a new query and then bind the query to a new SQL Server
Describe the activities and transactions that can be created for Reporting Services report together with an auto design.customers.
Add sorting, grouping, filters, and parameters to a report.Describe how free text invoices are used.
Save, deploy, and view a report in Microsoft Dynamics AX..Review the data model and framework that is used forprocessing free text invoices. Discuss the Model-View-Controller (MVC) pattern.
Review the various ways that vendor invoices can be generated. Define the report dataset.
Describe the set up that is required for payments and review the Create a temporary table to store the report dataset.data model for payment set up.
Manage report parameters in a data contract class in X++.Describe how customer and vendor payments are made.
Create a report data provider (RDP) class.Review the customer payment data model and discuss theframework that is used for making and generating payments. Work with report precision design.
Describe how collections and interest notes are used. Explain how to print a report, set the print settings, prevent thedisplay of print setup, set the query range, and set a report
Review the data model and framework for interest notes. parameter value in X++.
Describe the functionality that is available for bill of exchanges. Review how reports bound to a report data method can containbusiness logic to access data.
Describe the functionality that is available for promissory notes.Describe the components of print management and the steps that
Review the general features that are supported with sales and are used to implement each component of print management.purchase orders.
Forudsætninger:
Before attending this course, students must have:
Knowledge of Microsoft Dynamics AX 2012Attended course 80303: Development I in Microsoft Dynamics AX2012Attended course 80304: Development II in Microsoft Dynamics AX2012Attended course 80312: Development III in Microsoft DynamicsAX 2012
M80313 www.globalknowledge.dk [email protected] tlf.nr.: 44 88 18 00
Indhold:
Module 1: Number Sequences Module 5: Use and Design of the Product Module 9: Use and Design of the Projectline Information Management Module Management and Accounting Module
line lineThis module explains how developers canperform customizations using the number This module highlights the new patterns used This module introduces students to thesequence framework. to represent item-product master data. Project management and Accounting moduleline line of Microsoft Dynamics AX.
line
Lessons Lessons line line Lessons
Introduction Introduction lineSet Up and Administration Products IntroductionExtensibility Scenarios Inventory Dimensions ProductsUsing Number Sequences in Forms Managing Inventory Policies Inventory DimensionsIntroduction Introduction Managing Inventory PoliciesEvent Handlers for Customization Projects IntroductionIntegration with Microsoft Dynamics AX Work Breakdown Structure ProjectsInterop to X++ Journals and Transactions Work Breakdown StructureInterop from X++ Budgets and Forecasting Journals and TransactionsDeploy .NET Assemblies for Interop Project Contracts Budgets and ForecastingIntroduction Invoicing Project ContractsGlobal Address Book Estimates and Revenue Recognition InvoicingExtensible Data Security Policy Framework Project Management and Accounting Estimates and Revenue RecognitionFinancial Dimension Framework Add-In Project Management and AccountingOrganization Model Framework Introduction Add-InCase Management Framework Bill of Materials IntroductionPolicy Framework Routes Bill of MaterialsIntroduction Production Orders RoutesGeneral Ledger Overview Scheduling Production OrdersChart of Accounts Planned Production Orders SchedulingJournals and Transactions LEAN Manufacturing Planned Production OrdersBudgeting Overview Process Industries LEAN ManufacturingFixed Asset Overview Introduction Process IndustriesIntroduction Reporting Features Overview IntroductionReservations and Marking Report Data Overview Reporting Features OverviewInquiries and Transactions Creating Basic Reports from a Query Report Data OverviewInventory Journals Create a Precision Design Report from a Creating Basic Reports from a QueryQuarantine and Quality Management Report Data Provider Create a Precision Design Report from aOther Functionality Manage Report Execution by Using X++ Report Data ProviderIntroduction Business Logic in Report Data Methods Manage Report Execution by Using X++Customers Print Management Business Logic in Report Data MethodsVendors Print ManagementFree Text Invoices Lab : 5.1 Product Information ManagementVendor Invoices Workshop Lab : 9.1 Warranty ItemLab : 9.2 Put andPayments line Invoice Proposal on HoldCollection and Interest lineBills of Exchange After completing this module, students willPromissory Notes be able to: After completing this module, students willIntroduction line be able to:Sales and Purchase Orders Describe the features of number lineAgreements sequences in Microsoft Dynamics AX Describe the features of numberCharges 2012. sequences in Microsoft Dynamics AXFormLetter Framework Describe the steps for setting up and 2012.Other Features administering a number sequence. Describe the steps for setting up andIntroduction Develop new number sequences by administering a number sequence.Line-Item Workflows extending the Develop new number sequences byWorkflow Providers NumberSeqApplicationModule class. extending theWork Item Queues Use the Form Handler to create number NumberSeqApplicationModule class.Currency in the Condition Editor sequences in a form. Use the Form Handler to create numberHierarchy Type Fields in the Condition Editor Describe the concept of events and how sequences in a form.
they can be used in Microsoft Dynamics Describe the concept of events and howLab : 1.1 Implement a New Number AX. they can be used in Microsoft DynamicsSequence Describe the various methods for AX.line integrating with Microsoft Dynamics AX. Describe the various methods for
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Describe the various types of services integrating with Microsoft Dynamics AX.After completing this module, students will available in Microsoft Dynamics AX. Describe the various types of servicesbe able to: Use a proxy class for .NET interop to available in Microsoft Dynamics AX.line X++. Use a proxy class for .NET interop to X++.
Describe the features of number sequences Access managed assemblies from X++. Access managed assemblies from X++.in Microsoft Dynamics AX 2012. Explain how .NET Framework assemblies Explain how .NET Framework assembliesDescribe the steps for setting up and are deployed. are deployed.administering a number sequence. Describe how to set up and use the Describe how to set up and use the GlobalDevelop new number sequences by Global Address Book. Address Book.extending the NumberSeqApplicationModule Review the data model and classes for Review the data model and classes for theclass. the Global Address Book framework. Global Address Book framework.Use the Form Handler to create number Create a new entity for the Global Create a new entity for the Global Addresssequences in a form. Address Book. Book.Describe the concept of events and how Modify the Extensible Data Security Modify the Extensible Data Security policythey can be used in Microsoft Dynamics AX. policy for the new Global Address Book for the new Global Address Book entity.Describe the various methods for integrating entity. Retrieve an address from the Globalwith Microsoft Dynamics AX. Retrieve an address from the Global Address Book on a transaction.Describe the various types of services Address Book on a transaction. Describe how extensible data securityavailable in Microsoft Dynamics AX. Describe how extensible data security policies can be used to help secure yourUse a proxy class for .NET interop to X++. policies can be used to help secure your data.Access managed assemblies from X++. data. Create and use extensible data securityExplain how .NET Framework assemblies Create and use extensible data security policies.are deployed. policies. Describe how financial dimensions areDescribe how to set up and use the Global Describe how financial dimensions are used.Address Book. used. Describe the various types of organizationsReview the data model and classes for the Describe the various types of available in Microsoft Dynamics AX 2012.Global Address Book framework. organizations available in Microsoft Describe how the organization model isCreate a new entity for the Global Address Dynamics AX 2012. used throughout the system.Book. Describe how the organization model is Create a custom operating unit, andModify the Extensible Data Security policy used throughout the system. organization type.for the new Global Address Book entity. Create a custom operating unit, and Describe how cases are used in MicrosoftRetrieve an address from the Global organization type. Dynamics AX 2012.Address Book on a transaction. Describe how cases are used in Create a new case association type.Describe how extensible data security Microsoft Dynamics AX 2012. Add case management to a form.policies can be used to help secure your Create a new case association type. Explain how policy rules are used.data. Add case management to a form. Review the data model for the policiesCreate and use extensible data security Explain how policy rules are used. framework.policies. Review the data model for the policies Create a new policy type and policy rule.Describe how financial dimensions are used. framework. Describe currencies, exchange rates, fiscalDescribe the various types of organizations Create a new policy type and policy rule. calendars, and periods.available in Microsoft Dynamics AX 2012. Describe currencies, exchange rates, Describe the components that compriseDescribe how the organization model is fiscal calendars, and periods. the chart of accounts.used throughout the system. Describe the components that comprise Review the steps for adding financialCreate a custom operating unit, and the chart of accounts. dimension controls to a form.organization type. Review the steps for adding financial Create a new system-defined dimension.Describe how cases are used in Microsoft dimension controls to a form. Describe how journals and transactionsDynamics AX 2012. Create a new system-defined dimension. are used to update the general ledger.Create a new case association type. Describe how journals and transactions Describe how the Budgeting module isAdd case management to a form. are used to update the general ledger. used.Explain how policy rules are used. Describe how the Budgeting module is Review the data model and key classesReview the data model for the policies used. used for budgeting and budget checking.framework. Review the data model and key classes Describe how the Fixed Assets module isCreate a new policy type and policy rule. used for budgeting and budget checking. used.Describe currencies, exchange rates, fiscal Describe how the Fixed Assets module is Review the data model for Fixed Assets.calendars, and periods. used. Describe how products are set up,Describe the components that comprise the Review the data model for Fixed Assets. released, and finalized.chart of accounts. Describe how products are set up, Describe how inventory dimensions andReview the steps for adding financial released, and finalized. groups are used to manage productdimension controls to a form. Describe how inventory dimensions and information.Create a new system-defined dimension. groups are used to manage product Review the data model for inventoryDescribe how journals and transactions are information. dimensions.used to update the general ledger. Review the data model for inventory Describe how reservations and markingDescribe how the Budgeting module is used. dimensions. are used in the system.Review the data model and key classes Describe how reservations and marking Review the inventory transactions and onused for budgeting and budget checking. are used in the system. hand inquiries.Describe how the Fixed Assets module is Review the inventory transactions and on Describe the data model for inventory
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used. hand inquiries. transactions and on hand inventory.Review the data model for Fixed Assets. Describe the data model for inventory Review the structure of the InventOnHandDescribe how products are set up, released, transactions and on hand inventory. Class.and finalized. Review the structure of the Explain how inventory journals are used.Describe how inventory dimensions and InventOnHand Class. Discuss the inventory journals data modelgroups are used to manage product Explain how inventory journals are used. and the structure of theinformation. Discuss the inventory journals data InventJournalCheckPost classes.Review the data model for inventory model and the structure of the Describe how quarantine management anddimensions. InventJournalCheckPost classes. quality management are used in theDescribe how reservations and marking are Describe how quarantine management system.used in the system. and quality management are used in the Explain inventory blocking.Review the inventory transactions and on system. Describe other functionality that ishand inquiries. Explain inventory blocking. available in the Inventory and WarehouseDescribe the data model for inventory Describe other functionality that is Management module.transactions and on hand inventory. available in the Inventory and Warehouse Describe the activities and transactionsReview the structure of the InventOnHand Management module. that can be created for customers.Class. Describe the activities and transactions Review the customer data model.Explain how inventory journals are used. that can be created for customers. Describe the activities and transactionsDiscuss the inventory journals data model Review the customer data model. that can be created for customers.and the structure of the Describe the activities and transactions Describe how free text invoices are used.InventJournalCheckPost classes. that can be created for customers. Review the data model and framework thatDescribe how quarantine management and Describe how free text invoices are used. is used for processing free text invoices.quality management are used in the system. Review the data model and framework Review the various ways that vendorExplain inventory blocking. that is used for processing free text invoices can be generated.Describe other functionality that is available invoices. Describe the set up that is required forin the Inventory and Warehouse Review the various ways that vendor payments and review the data model forManagement module. invoices can be generated. payment set up.Describe the activities and transactions that Describe the set up that is required for Describe how customer and vendorcan be created for customers. payments and review the data model for payments are made.Review the customer data model. payment set up. Review the customer payment data modelDescribe the activities and transactions that Describe how customer and vendor and discuss the framework that is used forcan be created for customers. payments are made. making and generating payments.Describe how free text invoices are used. Review the customer payment data Describe how collections and interestReview the data model and framework that model and discuss the framework that is notes are used.is used for processing free text invoices. used for making and generating Review the data model and framework forReview the various ways that vendor payments. interest notes.invoices can be generated. Describe how collections and interest Describe the functionality that is availableDescribe the set up that is required for notes are used. for bill of exchanges.payments and review the data model for Review the data model and framework for Describe the functionality that is availablepayment set up. interest notes. for promissory notes.Describe how customer and vendor Describe the functionality that is available Review the general features that arepayments are made. for bill of exchanges. supported with sales and purchase orders.Review the customer payment data model Describe the functionality that is available Describe how sales and purchase ordersand discuss the framework that is used for for promissory notes. integrate with other modules.making and generating payments. Review the general features that are Discuss the primary tables used in theDescribe how collections and interest notes supported with sales and purchase purchase order flow.are used. orders. Describe how the PurchType,Review the data model and framework for Describe how sales and purchase orders PurchLineType, and PurchTotals classesinterest notes. integrate with other modules. work.Describe the functionality that is available for Discuss the primary tables used in the Describe how trade agreements are usedbill of exchanges. purchase order flow. and set up.Describe the functionality that is available for Describe how the PurchType, Review the data model for tradepromissory notes. PurchLineType, and PurchTotals classes agreements.Review the general features that are work. Discuss how the trade agreement classessupported with sales and purchase orders. Describe how trade agreements are used are used and can be extended.Describe how sales and purchase orders and set up. Describe how sales and purchaseintegrate with other modules. Review the data model for trade agreements are used and set up.Discuss the primary tables used in the agreements. Review the data model for sales andpurchase order flow. Discuss how the trade agreement purchase agreements.Describe how the PurchType, classes are used and can be extended. Discuss how the sales and purchasePurchLineType, and PurchTotals classes Describe how sales and purchase agreement classes are used and can bework. agreements are used and set up. extended.Describe how trade agreements are used Review the data model for sales and Describe how pricing policies are used.and set up. purchase agreements. Describe how charges are used and setReview the data model for trade Discuss how the sales and purchase up.agreements. agreement classes are used and can be Review the data model for charges.
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Discuss how the trade agreement classes extended. Describe how the FormLetter framework isare used and can be extended. Describe how pricing policies are used. used.Describe how sales and purchase Describe how charges are used and set List the various documents that areagreements are used and set up. up. processed through the FormLetterReview the data model for sales and Review the data model for charges. framework.purchase agreements. Describe how the FormLetter framework Describe the data model for updatingDiscuss how the sales and purchase is used. documents.agreement classes are used and can be List the various documents that are Describe how the FormLetter classesextended. processed through the FormLetter relate to each other and generally work.Describe how pricing policies are used. framework. Describe how to make modifications to theDescribe how charges are used and set up. Describe the data model for updating FormLetter framework.Review the data model for charges. documents. Describe the differences between theDescribe how the FormLetter framework is Describe how the FormLetter classes sales order and the sales quotationused. relate to each other and generally work. features, data model, and classes.List the various documents that are Describe how to make modifications to Describe the differences between theprocessed through the FormLetter the FormLetter framework. purchase order and the request forframework. Describe the differences between the quotation features, data model, andDescribe the data model for updating sales order and the sales quotation classes.documents. features, data model, and classes. Describe the differences between theDescribe how the FormLetter classes relate Describe the differences between the purchase order and the purchaseto each other and generally work. purchase order and the request for requisitions features, data model, andDescribe how to make modifications to the quotation features, data model, and classes.FormLetter framework. classes. Explain how to use and set up categoriesDescribe the differences between the sales Describe the differences between the and category hierarchies.order and the sales quotation features, data purchase order and the purchase Review the data model for categories andmodel, and classes. requisitions features, data model, and category hierarchies.Describe the differences between the classes. Describe how projects are created, and thepurchase order and the request for quotation Explain how to use and set up categories various types of projects that are available.features, data model, and classes. and category hierarchies. Review the data model for projects.Describe the differences between the Review the data model for categories and Discuss the significant classes that arepurchase order and the purchase category hierarchies. used with projects.requisitions features, data model, and Describe how projects are created, and Describe how the work breakdownclasses. the various types of projects that are structure is used with projects and how theExplain how to use and set up categories available. data model relates to the project dataand category hierarchies. Review the data model for projects. model.Review the data model for categories and Discuss the significant classes that are Discuss the transaction types that arecategory hierarchies. used with projects. used for journals in the ProjectDescribe how projects are created, and the Describe how the work breakdown management and Accounting module andvarious types of projects that are available. structure is used with projects and how how categories, pricing, and line propertiesReview the data model for projects. the data model relates to the project data control the posting of these transactions.Discuss the significant classes that are used model. Review the data model and the ProjTranswith projects. Discuss the transaction types that are class hierarchy that is used for postingDescribe how the work breakdown structure used for journals in the Project transactions against a project.is used with projects and how the data management and Accounting module Describe how budgeting and forecastingmodel relates to the project data model. and how categories, pricing, and line works with projects.Discuss the transaction types that are used properties control the posting of these Review the data model for budgets andfor journals in the Project management and transactions. forecasts.Accounting module and how categories, Review the data model and the ProjTrans Describe how project contracts are used.pricing, and line properties control the class hierarchy that is used for posting Review the data model for projectposting of these transactions. transactions against a project. contracts.Review the data model and the ProjTrans Describe how budgeting and forecasting Describe how project invoice proposalsclass hierarchy that is used for posting works with projects. and invoices are generated in Microsofttransactions against a project. Review the data model for budgets and Dynamics AX.Describe how budgeting and forecasting forecasts. Review the data model and classes usedworks with projects. Describe how project contracts are used. for generating invoice proposals andReview the data model for budgets and Review the data model for project invoices.forecasts. contracts. Review how estimate projects and costDescribe how project contracts are used. Describe how project invoice proposals templates are used in the system.Review the data model for project contracts. and invoices are generated in Microsoft Describe the Project Management andDescribe how project invoice proposals and Dynamics AX. Accounting Add-In.invoices are generated in Microsoft Review the data model and classes used Review the basics of bill of materials andDynamics AX. for generating invoice proposals and the data modelReview the data model and classes used for invoices. Introduce routes and operations.generating invoice proposals and invoices. Review how estimate projects and cost Describe the major features of productionReview how estimate projects and cost templates are used in the system. orders.templates are used in the system. Describe the Project Management and Review scheduling methods, resources
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Describe the Project Management and Accounting Add-In. and jobs.Accounting Add-In. Review the basics of bill of materials and Describe master planning and the plannedReview the basics of bill of materials and the the data model production order journal model.data model Introduce routes and operations. Introduce lean manufacturing, Kanban,Introduce routes and operations. Describe the major features of production and production flow models.Describe the major features of production orders. Review Process Industries in Microsoftorders. Review scheduling methods, resources Dynamics AX 2012.Review scheduling methods, resources and and jobs. Implement a new line-item workflow.jobs. Describe master planning and the Review the workflow providers in MicrosoftDescribe master planning and the planned planned production order journal model. Dynamics AX 2012.production order journal model. Introduce lean manufacturing, Kanban, Create a custom workflow provider.Introduce lean manufacturing, Kanban, and and production flow models. Enable queues for a workflow document.production flow models. Review Process Industries in Microsoft Discuss how currency type fields functionReview Process Industries in Microsoft Dynamics AX 2012. within the Condition Editor.Dynamics AX 2012. Implement a new line-item workflow. Review the steps required to implement aImplement a new line-item workflow. Review the workflow providers in new hierarchy type field to be used in theReview the workflow providers in Microsoft Microsoft Dynamics AX 2012. Condition Editor.Dynamics AX 2012. Create a custom workflow provider. Explain the report capabilities in MicrosoftCreate a custom workflow provider. Enable queues for a workflow document. Dynamics AX 2012.Enable queues for a workflow document. Discuss how currency type fields function Describe the key concepts involved whenDiscuss how currency type fields function within the Condition Editor. specifying data for your reports.within the Condition Editor. Review the steps required to implement a Create a new query and then bind theReview the steps required to implement a new hierarchy type field to be used in the query to a new SQL Server Reportingnew hierarchy type field to be used in the Condition Editor. Services report together with an autoCondition Editor. Explain the report capabilities in Microsoft design.Explain the report capabilities in Microsoft Dynamics AX 2012. Add sorting, grouping, filters, andDynamics AX 2012. Describe the key concepts involved when parameters to a report.Describe the key concepts involved when specifying data for your reports. Save, deploy, and view a report inspecifying data for your reports. Create a new query and then bind the Microsoft Dynamics AX..Create a new query and then bind the query query to a new SQL Server Reporting Discuss the Model-View-Controller (MVC)to a new SQL Server Reporting Services Services report together with an auto pattern.report together with an auto design. design. Define the report dataset.Add sorting, grouping, filters, and Add sorting, grouping, filters, and Create a temporary table to store theparameters to a report. parameters to a report. report dataset.Save, deploy, and view a report in Microsoft Save, deploy, and view a report in Manage report parameters in a dataDynamics AX.. Microsoft Dynamics AX.. contract class in X++.Discuss the Model-View-Controller (MVC) Discuss the Model-View-Controller (MVC) Create a report data provider (RDP) class.pattern. pattern. Work with report precision design.Define the report dataset. Define the report dataset. Explain how to print a report, set the printCreate a temporary table to store the report Create a temporary table to store the settings, prevent the display of print setup,dataset. report dataset. set the query range, and set a reportManage report parameters in a data contract Manage report parameters in a data parameter value in X++.class in X++. contract class in X++. Review how reports bound to a report dataCreate a report data provider (RDP) class. Create a report data provider (RDP) method can contain business logic toWork with report precision design. class. access data.Explain how to print a report, set the print Work with report precision design. Describe the components of printsettings, prevent the display of print setup, Explain how to print a report, set the print management and the steps that are usedset the query range, and set a report settings, prevent the display of print to implement each component of printparameter value in X++. setup, set the query range, and set a management.Review how reports bound to a report data report parameter value in X++.method can contain business logic to Review how reports bound to a report Module 10: Use and Design of theaccess data. data method can contain business logic Production Control ModuleDescribe the components of print to access data. linemanagement and the steps that are used to Describe the components of printimplement each component of print management and the steps that are used This module discusses the major componentsmanagement. to implement each component of print of the Production Control module in Microsoft
management. Dynamics AX 2012.Module 2: Framework Features lineline Module 6: Use and Design of the Inventory
and Warehouse Management Module Lessons This module provides descriptions of some line lineframeworks, subsystems and features in IntroductionMicrosoft Dynamics AX 2012. This module explains the functionality offered Productsline by the Inventory and Warehouse Inventory Dimensions
Management module by describing a series Managing Inventory PoliciesLessons of tasks that are performed by using the Introduction
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line module. ProjectsIntroduction line Work Breakdown StructureSet Up and Administration Journals and TransactionsExtensibility Scenarios Lessons Budgets and ForecastingUsing Number Sequences in Forms line Project ContractsIntroduction Introduction InvoicingEvent Handlers for Customization Set Up and Administration Estimates and Revenue RecognitionIntegration with Microsoft Dynamics AX Extensibility Scenarios Project Management and AccountingInterop to X++ Using Number Sequences in Forms Add-InInterop from X++ Introduction IntroductionDeploy .NET Assemblies for Interop Event Handlers for Customization Bill of MaterialsIntroduction Integration with Microsoft Dynamics AX RoutesGlobal Address Book Interop to X++ Production OrdersExtensible Data Security Policy Framework Interop from X++ SchedulingFinancial Dimension Framework Deploy .NET Assemblies for Interop Planned Production OrdersOrganization Model Framework Introduction LEAN ManufacturingCase Management Framework Global Address Book Process IndustriesPolicy Framework Extensible Data Security Policy IntroductionIntroduction Framework Reporting Features OverviewGeneral Ledger Overview Financial Dimension Framework Report Data OverviewChart of Accounts Organization Model Framework Creating Basic Reports from a QueryJournals and Transactions Case Management Framework Create a Precision Design Report from aBudgeting Overview Policy Framework Report Data ProviderFixed Asset Overview Introduction Manage Report Execution by Using X++Introduction General Ledger Overview Business Logic in Report Data MethodsReservations and Marking Chart of Accounts Print ManagementInquiries and Transactions Journals and TransactionsInventory Journals Budgeting Overview Lab : 10.1 Bill of MaterialQuarantine and Quality Management Fixed Asset Overview lineOther Functionality IntroductionIntroduction Reservations and Marking After completing this module, students willCustomers Inquiries and Transactions be able to:Vendors Inventory Journals lineFree Text Invoices Quarantine and Quality Management Describe the features of numberVendor Invoices Other Functionality sequences in Microsoft Dynamics AXPayments Introduction 2012.Collection and Interest Customers Describe the steps for setting up andBills of Exchange Vendors administering a number sequence.Promissory Notes Free Text Invoices Develop new number sequences byIntroduction Vendor Invoices extending theSales and Purchase Orders Payments NumberSeqApplicationModule class.Agreements Collection and Interest Use the Form Handler to create numberCharges Bills of Exchange sequences in a form.FormLetter Framework Promissory Notes Describe the concept of events and howOther Features Introduction they can be used in Microsoft DynamicsIntroduction Sales and Purchase Orders AX.Line-Item Workflows Agreements Describe the various methods forWorkflow Providers Charges integrating with Microsoft Dynamics AX.Work Item Queues FormLetter Framework Describe the various types of servicesCurrency in the Condition Editor Other Features available in Microsoft Dynamics AX.Hierarchy Type Fields in the Condition Editor Introduction Use a proxy class for .NET interop to X++.
Line-Item Workflows Access managed assemblies from X++.
After completing this module, students will Workflow Providers Explain how .NET Framework assemblies
be able to: Work Item Queues are deployed.line Currency in the Condition Editor Describe how to set up and use the Global
Describe the features of number sequences Hierarchy Type Fields in the Condition Address Book.in Microsoft Dynamics AX 2012. Editor Review the data model and classes for theDescribe the steps for setting up and Global Address Book framework.administering a number sequence. Lab : 6.1 Import Beginning BalancesLab : Create a new entity for the Global AddressDevelop new number sequences by 6.2 Inventory Blocking Book.extending the NumberSeqApplicationModule line Modify the Extensible Data Security policyclass. for the new Global Address Book entity.Use the Form Handler to create number After completing this module, students will Retrieve an address from the Globalsequences in a form. be able to: Address Book on a transaction.Describe the concept of events and how line Describe how extensible data securitythey can be used in Microsoft Dynamics AX. Describe the features of number policies can be used to help secure your
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Describe the various methods for integrating sequences in Microsoft Dynamics AX data.with Microsoft Dynamics AX. 2012. Create and use extensible data securityDescribe the various types of services Describe the steps for setting up and policies.available in Microsoft Dynamics AX. administering a number sequence. Describe how financial dimensions areUse a proxy class for .NET interop to X++. Develop new number sequences by used.Access managed assemblies from X++. extending the Describe the various types of organizationsExplain how .NET Framework assemblies NumberSeqApplicationModule class. available in Microsoft Dynamics AX 2012.are deployed. Use the Form Handler to create number Describe how the organization model isDescribe how to set up and use the Global sequences in a form. used throughout the system.Address Book. Describe the concept of events and how Create a custom operating unit, andReview the data model and classes for the they can be used in Microsoft Dynamics organization type.Global Address Book framework. AX. Describe how cases are used in MicrosoftCreate a new entity for the Global Address Describe the various methods for Dynamics AX 2012.Book. integrating with Microsoft Dynamics AX. Create a new case association type.Modify the Extensible Data Security policy Describe the various types of services Add case management to a form.for the new Global Address Book entity. available in Microsoft Dynamics AX. Explain how policy rules are used.Retrieve an address from the Global Use a proxy class for .NET interop to Review the data model for the policiesAddress Book on a transaction. X++. framework.Describe how extensible data security Access managed assemblies from X++. Create a new policy type and policy rule.policies can be used to help secure your Explain how .NET Framework assemblies Describe currencies, exchange rates, fiscaldata. are deployed. calendars, and periods.Create and use extensible data security Describe how to set up and use the Describe the components that comprisepolicies. Global Address Book. the chart of accounts.Describe how financial dimensions are used. Review the data model and classes for Review the steps for adding financialDescribe the various types of organizations the Global Address Book framework. dimension controls to a form.available in Microsoft Dynamics AX 2012. Create a new entity for the Global Create a new system-defined dimension.Describe how the organization model is Address Book. Describe how journals and transactionsused throughout the system. Modify the Extensible Data Security are used to update the general ledger.Create a custom operating unit, and policy for the new Global Address Book Describe how the Budgeting module isorganization type. entity. used.Describe how cases are used in Microsoft Retrieve an address from the Global Review the data model and key classesDynamics AX 2012. Address Book on a transaction. used for budgeting and budget checking.Create a new case association type. Describe how extensible data security Describe how the Fixed Assets module isAdd case management to a form. policies can be used to help secure your used.Explain how policy rules are used. data. Review the data model for Fixed Assets.Review the data model for the policies Create and use extensible data security Describe how products are set up,framework. policies. released, and finalized.Create a new policy type and policy rule. Describe how financial dimensions are Describe how inventory dimensions andDescribe currencies, exchange rates, fiscal used. groups are used to manage productcalendars, and periods. Describe the various types of information.Describe the components that comprise the organizations available in Microsoft Review the data model for inventorychart of accounts. Dynamics AX 2012. dimensions.Review the steps for adding financial Describe how the organization model is Describe how reservations and markingdimension controls to a form. used throughout the system. are used in the system.Create a new system-defined dimension. Create a custom operating unit, and Review the inventory transactions and onDescribe how journals and transactions are organization type. hand inquiries.used to update the general ledger. Describe how cases are used in Describe the data model for inventoryDescribe how the Budgeting module is used. Microsoft Dynamics AX 2012. transactions and on hand inventory.Review the data model and key classes Create a new case association type. Review the structure of the InventOnHandused for budgeting and budget checking. Add case management to a form. Class.Describe how the Fixed Assets module is Explain how policy rules are used. Explain how inventory journals are used.used. Review the data model for the policies Discuss the inventory journals data modelReview the data model for Fixed Assets. framework. and the structure of theDescribe how products are set up, released, Create a new policy type and policy rule. InventJournalCheckPost classes.and finalized. Describe currencies, exchange rates, Describe how quarantine management andDescribe how inventory dimensions and fiscal calendars, and periods. quality management are used in thegroups are used to manage product Describe the components that comprise system.information. the chart of accounts. Explain inventory blocking.Review the data model for inventory Review the steps for adding financial Describe other functionality that isdimensions. dimension controls to a form. available in the Inventory and WarehouseDescribe how reservations and marking are Create a new system-defined dimension. Management module.used in the system. Describe how journals and transactions Describe the activities and transactionsReview the inventory transactions and on are used to update the general ledger. that can be created for customers.hand inquiries. Describe how the Budgeting module is Review the customer data model.Describe the data model for inventory used. Describe the activities and transactionstransactions and on hand inventory. Review the data model and key classes that can be created for customers.
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Review the structure of the InventOnHand used for budgeting and budget checking. Describe how free text invoices are used.Class. Describe how the Fixed Assets module is Review the data model and framework thatExplain how inventory journals are used. used. is used for processing free text invoices.Discuss the inventory journals data model Review the data model for Fixed Assets. Review the various ways that vendorand the structure of the Describe how products are set up, invoices can be generated.InventJournalCheckPost classes. released, and finalized. Describe the set up that is required forDescribe how quarantine management and Describe how inventory dimensions and payments and review the data model forquality management are used in the system. groups are used to manage product payment set up.Explain inventory blocking. information. Describe how customer and vendorDescribe other functionality that is available Review the data model for inventory payments are made.in the Inventory and Warehouse dimensions. Review the customer payment data modelManagement module. Describe how reservations and marking and discuss the framework that is used forDescribe the activities and transactions that are used in the system. making and generating payments.can be created for customers. Review the inventory transactions and on Describe how collections and interestReview the customer data model. hand inquiries. notes are used.Describe the activities and transactions that Describe the data model for inventory Review the data model and framework forcan be created for customers. transactions and on hand inventory. interest notes.Describe how free text invoices are used. Review the structure of the Describe the functionality that is availableReview the data model and framework that InventOnHand Class. for bill of exchanges.is used for processing free text invoices. Explain how inventory journals are used. Describe the functionality that is availableReview the various ways that vendor Discuss the inventory journals data for promissory notes.invoices can be generated. model and the structure of the Review the general features that areDescribe the set up that is required for InventJournalCheckPost classes. supported with sales and purchase orders.payments and review the data model for Describe how quarantine management Describe how sales and purchase orderspayment set up. and quality management are used in the integrate with other modules.Describe how customer and vendor system. Discuss the primary tables used in thepayments are made. Explain inventory blocking. purchase order flow.Review the customer payment data model Describe other functionality that is Describe how the PurchType,and discuss the framework that is used for available in the Inventory and Warehouse PurchLineType, and PurchTotals classesmaking and generating payments. Management module. work.Describe how collections and interest notes Describe the activities and transactions Describe how trade agreements are usedare used. that can be created for customers. and set up.Review the data model and framework for Review the customer data model. Review the data model for tradeinterest notes. Describe the activities and transactions agreements.Describe the functionality that is available for that can be created for customers. Discuss how the trade agreement classesbill of exchanges. Describe how free text invoices are used. are used and can be extended.Describe the functionality that is available for Review the data model and framework Describe how sales and purchasepromissory notes. that is used for processing free text agreements are used and set up.Review the general features that are invoices. Review the data model for sales andsupported with sales and purchase orders. Review the various ways that vendor purchase agreements.Describe how sales and purchase orders invoices can be generated. Discuss how the sales and purchaseintegrate with other modules. Describe the set up that is required for agreement classes are used and can beDiscuss the primary tables used in the payments and review the data model for extended.purchase order flow. payment set up. Describe how pricing policies are used.Describe how the PurchType, Describe how customer and vendor Describe how charges are used and setPurchLineType, and PurchTotals classes payments are made. up.work. Review the customer payment data Review the data model for charges.Describe how trade agreements are used model and discuss the framework that is Describe how the FormLetter framework isand set up. used for making and generating used.Review the data model for trade payments. List the various documents that areagreements. Describe how collections and interest processed through the FormLetterDiscuss how the trade agreement classes notes are used. framework.are used and can be extended. Review the data model and framework for Describe the data model for updatingDescribe how sales and purchase interest notes. documents.agreements are used and set up. Describe the functionality that is available Describe how the FormLetter classesReview the data model for sales and for bill of exchanges. relate to each other and generally work.purchase agreements. Describe the functionality that is available Describe how to make modifications to theDiscuss how the sales and purchase for promissory notes. FormLetter framework.agreement classes are used and can be Review the general features that are Describe the differences between theextended. supported with sales and purchase sales order and the sales quotationDescribe how pricing policies are used. orders. features, data model, and classes.Describe how charges are used and set up. Describe how sales and purchase orders Describe the differences between theReview the data model for charges. integrate with other modules. purchase order and the request forDescribe how the FormLetter framework is Discuss the primary tables used in the quotation features, data model, andused. purchase order flow. classes.List the various documents that are Describe how the PurchType, Describe the differences between the
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processed through the FormLetter PurchLineType, and PurchTotals classes purchase order and the purchaseframework. work. requisitions features, data model, andDescribe the data model for updating Describe how trade agreements are used classes.documents. and set up. Explain how to use and set up categoriesDescribe how the FormLetter classes relate Review the data model for trade and category hierarchies.to each other and generally work. agreements. Review the data model for categories andDescribe how to make modifications to the Discuss how the trade agreement category hierarchies.FormLetter framework. classes are used and can be extended. Describe how projects are created, and theDescribe the differences between the sales Describe how sales and purchase various types of projects that are available.order and the sales quotation features, data agreements are used and set up. Review the data model for projects.model, and classes. Review the data model for sales and Discuss the significant classes that areDescribe the differences between the purchase agreements. used with projects.purchase order and the request for quotation Discuss how the sales and purchase Describe how the work breakdownfeatures, data model, and classes. agreement classes are used and can be structure is used with projects and how theDescribe the differences between the extended. data model relates to the project datapurchase order and the purchase Describe how pricing policies are used. model.requisitions features, data model, and Describe how charges are used and set Discuss the transaction types that areclasses. up. used for journals in the ProjectExplain how to use and set up categories Review the data model for charges. management and Accounting module andand category hierarchies. Describe how the FormLetter framework how categories, pricing, and line propertiesReview the data model for categories and is used. control the posting of these transactions.category hierarchies. List the various documents that are Review the data model and the ProjTransDescribe how projects are created, and the processed through the FormLetter class hierarchy that is used for postingvarious types of projects that are available. framework. transactions against a project.Review the data model for projects. Describe the data model for updating Describe how budgeting and forecastingDiscuss the significant classes that are used documents. works with projects.with projects. Describe how the FormLetter classes Review the data model for budgets andDescribe how the work breakdown structure relate to each other and generally work. forecasts.is used with projects and how the data Describe how to make modifications to Describe how project contracts are used.model relates to the project data model. the FormLetter framework. Review the data model for projectDiscuss the transaction types that are used Describe the differences between the contracts.for journals in the Project management and sales order and the sales quotation Describe how project invoice proposalsAccounting module and how categories, features, data model, and classes. and invoices are generated in Microsoftpricing, and line properties control the Describe the differences between the Dynamics AX.posting of these transactions. purchase order and the request for Review the data model and classes usedReview the data model and the ProjTrans quotation features, data model, and for generating invoice proposals andclass hierarchy that is used for posting classes. invoices.transactions against a project. Describe the differences between the Review how estimate projects and costDescribe how budgeting and forecasting purchase order and the purchase templates are used in the system.works with projects. requisitions features, data model, and Describe the Project Management andReview the data model for budgets and classes. Accounting Add-In.forecasts. Explain how to use and set up categories Review the basics of bill of materials andDescribe how project contracts are used. and category hierarchies. the data modelReview the data model for project contracts. Review the data model for categories and Introduce routes and operations.Describe how project invoice proposals and category hierarchies. Describe the major features of productioninvoices are generated in Microsoft Describe how projects are created, and orders.Dynamics AX. the various types of projects that are Review scheduling methods, resourcesReview the data model and classes used for available. and jobs.generating invoice proposals and invoices. Review the data model for projects. Describe master planning and the plannedReview how estimate projects and cost Discuss the significant classes that are production order journal model.templates are used in the system. used with projects. Introduce lean manufacturing, Kanban,Describe the Project Management and Describe how the work breakdown and production flow models.Accounting Add-In. structure is used with projects and how Review Process Industries in MicrosoftReview the basics of bill of materials and the the data model relates to the project data Dynamics AX 2012.data model model. Implement a new line-item workflow.Introduce routes and operations. Discuss the transaction types that are Review the workflow providers in MicrosoftDescribe the major features of production used for journals in the Project Dynamics AX 2012.orders. management and Accounting module Create a custom workflow provider.Review scheduling methods, resources and and how categories, pricing, and line Enable queues for a workflow document.jobs. properties control the posting of these Discuss how currency type fields functionDescribe master planning and the planned transactions. within the Condition Editor.production order journal model. Review the data model and the ProjTrans Review the steps required to implement aIntroduce lean manufacturing, Kanban, and class hierarchy that is used for posting new hierarchy type field to be used in theproduction flow models. transactions against a project. Condition Editor.Review Process Industries in Microsoft Describe how budgeting and forecasting Explain the report capabilities in MicrosoftDynamics AX 2012. works with projects. Dynamics AX 2012.
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Implement a new line-item workflow. Review the data model for budgets and Describe the key concepts involved whenReview the workflow providers in Microsoft forecasts. specifying data for your reports.Dynamics AX 2012. Describe how project contracts are used. Create a new query and then bind theCreate a custom workflow provider. Review the data model for project query to a new SQL Server ReportingEnable queues for a workflow document. contracts. Services report together with an autoDiscuss how currency type fields function Describe how project invoice proposals design.within the Condition Editor. and invoices are generated in Microsoft Add sorting, grouping, filters, andReview the steps required to implement a Dynamics AX. parameters to a report.new hierarchy type field to be used in the Review the data model and classes used Save, deploy, and view a report inCondition Editor. for generating invoice proposals and Microsoft Dynamics AX..Explain the report capabilities in Microsoft invoices. Discuss the Model-View-Controller (MVC)Dynamics AX 2012. Review how estimate projects and cost pattern.Describe the key concepts involved when templates are used in the system. Define the report dataset.specifying data for your reports. Describe the Project Management and Create a temporary table to store theCreate a new query and then bind the query Accounting Add-In. report dataset.to a new SQL Server Reporting Services Review the basics of bill of materials and Manage report parameters in a datareport together with an auto design. the data model contract class in X++.Add sorting, grouping, filters, and Introduce routes and operations. Create a report data provider (RDP) class.parameters to a report. Describe the major features of production Work with report precision design.Save, deploy, and view a report in Microsoft orders. Explain how to print a report, set the printDynamics AX.. Review scheduling methods, resources settings, prevent the display of print setup,Discuss the Model-View-Controller (MVC) and jobs. set the query range, and set a reportpattern. Describe master planning and the parameter value in X++.Define the report dataset. planned production order journal model. Review how reports bound to a report dataCreate a temporary table to store the report Introduce lean manufacturing, Kanban, method can contain business logic todataset. and production flow models. access data.Manage report parameters in a data contract Review Process Industries in Microsoft Describe the components of printclass in X++. Dynamics AX 2012. management and the steps that are usedCreate a report data provider (RDP) class. Implement a new line-item workflow. to implement each component of printWork with report precision design. Review the workflow providers in management.Explain how to print a report, set the print Microsoft Dynamics AX 2012.settings, prevent the display of print setup, Create a custom workflow provider. Module 11: Workflowset the query range, and set a report Enable queues for a workflow document. lineparameter value in X++. Discuss how currency type fields functionReview how reports bound to a report data within the Condition Editor. This module introduces advancedmethod can contain business logic to Review the steps required to implement a development topics that explain how toaccess data. new hierarchy type field to be used in the implement line-item workflows, createDescribe the components of print Condition Editor. workflow work item queues, create newmanagement and the steps that are used to Explain the report capabilities in Microsoft workflow providers, implement currencyimplement each component of print Dynamics AX 2012. support in the Condition Editor, andmanagement. Describe the key concepts involved when implement conditions on fields that represent
specifying data for your reports. hierarchies in the Condition Editor.
Module 3: Application Foundation Features Create a new query and then bind the lineline query to a new SQL Server Reporting
Services report together with an auto LessonsThere are many application foundation features design. linein Microsoft Dynamics AX 2012. This module Add sorting, grouping, filters, and Introductionintroduces several of these features. parameters to a report. Set Up and Administrationline Save, deploy, and view a report in Extensibility Scenarios
Microsoft Dynamics AX.. Using Number Sequences in Forms
Lessons Discuss the Model-View-Controller (MVC) Introductionline pattern. Event Handlers for Customization
Introduction Define the report dataset. Integration with Microsoft Dynamics AXSet Up and Administration Create a temporary table to store the Interop to X++Extensibility Scenarios report dataset. Interop from X++Using Number Sequences in Forms Manage report parameters in a data Deploy .NET Assemblies for InteropIntroduction contract class in X++. IntroductionEvent Handlers for Customization Create a report data provider (RDP) Global Address BookIntegration with Microsoft Dynamics AX class. Extensible Data Security Policy FrameworkInterop to X++ Work with report precision design. Financial Dimension FrameworkInterop from X++ Explain how to print a report, set the print Organization Model FrameworkDeploy .NET Assemblies for Interop settings, prevent the display of print Case Management FrameworkIntroduction setup, set the query range, and set a Policy FrameworkGlobal Address Book report parameter value in X++. IntroductionExtensible Data Security Policy Framework Review how reports bound to a report General Ledger OverviewFinancial Dimension Framework data method can contain business logic Chart of Accounts
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Organization Model Framework to access data. Journals and TransactionsCase Management Framework Describe the components of print Budgeting OverviewPolicy Framework management and the steps that are used Fixed Asset OverviewIntroduction to implement each component of print IntroductionGeneral Ledger Overview management. Reservations and MarkingChart of Accounts Inquiries and TransactionsJournals and Transactions Module 7: Use and Design of the Accounts Inventory JournalsBudgeting Overview Receivable and Accounts Payable Quarantine and Quality ManagementFixed Asset Overview line Other FunctionalityIntroduction IntroductionReservations and Marking This module reviews the functionality that is CustomersInquiries and Transactions available for customers and vendors and the VendorsInventory Journals primary transactions that occur for each Free Text InvoicesQuarantine and Quality Management module. Vendor InvoicesOther Functionality line PaymentsIntroduction Collection and InterestCustomers Lessons Bills of ExchangeVendors line Promissory NotesFree Text Invoices Introduction IntroductionVendor Invoices Set Up and Administration Sales and Purchase OrdersPayments Extensibility Scenarios AgreementsCollection and Interest Using Number Sequences in Forms ChargesBills of Exchange Introduction FormLetter FrameworkPromissory Notes Event Handlers for Customization Other FeaturesIntroduction Integration with Microsoft Dynamics AX IntroductionSales and Purchase Orders Interop to X++ Line-Item WorkflowsAgreements Interop from X++ Workflow ProvidersCharges Deploy .NET Assemblies for Interop Work Item QueuesFormLetter Framework Introduction Currency in the Condition EditorOther Features Global Address Book Hierarchy Type Fields in the ConditionIntroduction Extensible Data Security Policy EditorLine-Item Workflows FrameworkWorkflow Providers Financial Dimension Framework Lab : 11.1 Workflow WorkshopWork Item Queues Organization Model Framework lineCurrency in the Condition Editor Case Management FrameworkHierarchy Type Fields in the Condition Editor Policy Framework After completing this module, students will
Introduction be able to:Lab : 3.1 Extensible Data Security Policies General Ledger Overview lineline Chart of Accounts Describe the features of number
Journals and Transactions sequences in Microsoft Dynamics AX
Lab : 3.2 Extend Case Management Budgeting Overview 2012.line Fixed Asset Overview Describe the steps for setting up and
Introduction administering a number sequence.
After completing this module, students will Reservations and Marking Develop new number sequences by
be able to: Inquiries and Transactions extending theline Inventory Journals NumberSeqApplicationModule class.
Describe the features of number sequences Quarantine and Quality Management Use the Form Handler to create numberin Microsoft Dynamics AX 2012. Other Functionality sequences in a form.Describe the steps for setting up and Introduction Describe the concept of events and howadministering a number sequence. Customers they can be used in Microsoft DynamicsDevelop new number sequences by Vendors AX.extending the NumberSeqApplicationModule Free Text Invoices Describe the various methods forclass. Vendor Invoices integrating with Microsoft Dynamics AX.Use the Form Handler to create number Payments Describe the various types of servicessequences in a form. Collection and Interest available in Microsoft Dynamics AX.Describe the concept of events and how Bills of Exchange Use a proxy class for .NET interop to X++.they can be used in Microsoft Dynamics AX. Promissory Notes Access managed assemblies from X++.Describe the various methods for integrating Introduction Explain how .NET Framework assemblieswith Microsoft Dynamics AX. Sales and Purchase Orders are deployed.Describe the various types of services Agreements Describe how to set up and use the Globalavailable in Microsoft Dynamics AX. Charges Address Book.Use a proxy class for .NET interop to X++. FormLetter Framework Review the data model and classes for theAccess managed assemblies from X++. Other Features Global Address Book framework.Explain how .NET Framework assemblies Introduction Create a new entity for the Global Addressare deployed. Line-Item Workflows Book.Describe how to set up and use the Global Workflow Providers Modify the Extensible Data Security policy
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Address Book. Work Item Queues for the new Global Address Book entity.Review the data model and classes for the Currency in the Condition Editor Retrieve an address from the GlobalGlobal Address Book framework. Hierarchy Type Fields in the Condition Address Book on a transaction.Create a new entity for the Global Address Editor Describe how extensible data securityBook. policies can be used to help secure yourModify the Extensible Data Security policy Lab : 7.1 Export Vendor Payments data.for the new Global Address Book entity. line Create and use extensible data securityRetrieve an address from the Global policies.Address Book on a transaction. Lab : 7.2 Transfer Balances Describe how financial dimensions areDescribe how extensible data security line used.policies can be used to help secure your Describe the various types of organizationsdata. After completing this module, students will available in Microsoft Dynamics AX 2012.Create and use extensible data security be able to: Describe how the organization model ispolicies. line used throughout the system.Describe how financial dimensions are used. Describe the features of number Create a custom operating unit, andDescribe the various types of organizations sequences in Microsoft Dynamics AX organization type.available in Microsoft Dynamics AX 2012. 2012. Describe how cases are used in MicrosoftDescribe how the organization model is Describe the steps for setting up and Dynamics AX 2012.used throughout the system. administering a number sequence. Create a new case association type.Create a custom operating unit, and Develop new number sequences by Add case management to a form.organization type. extending the Explain how policy rules are used.Describe how cases are used in Microsoft NumberSeqApplicationModule class. Review the data model for the policiesDynamics AX 2012. Use the Form Handler to create number framework.Create a new case association type. sequences in a form. Create a new policy type and policy rule.Add case management to a form. Describe the concept of events and how Describe currencies, exchange rates, fiscalExplain how policy rules are used. they can be used in Microsoft Dynamics calendars, and periods.Review the data model for the policies AX. Describe the components that compriseframework. Describe the various methods for the chart of accounts.Create a new policy type and policy rule. integrating with Microsoft Dynamics AX. Review the steps for adding financialDescribe currencies, exchange rates, fiscal Describe the various types of services dimension controls to a form.calendars, and periods. available in Microsoft Dynamics AX. Create a new system-defined dimension.Describe the components that comprise the Use a proxy class for .NET interop to Describe how journals and transactionschart of accounts. X++. are used to update the general ledger.Review the steps for adding financial Access managed assemblies from X++. Describe how the Budgeting module isdimension controls to a form. Explain how .NET Framework assemblies used.Create a new system-defined dimension. are deployed. Review the data model and key classesDescribe how journals and transactions are Describe how to set up and use the used for budgeting and budget checking.used to update the general ledger. Global Address Book. Describe how the Fixed Assets module isDescribe how the Budgeting module is used. Review the data model and classes for used.Review the data model and key classes the Global Address Book framework. Review the data model for Fixed Assets.used for budgeting and budget checking. Create a new entity for the Global Describe how products are set up,Describe how the Fixed Assets module is Address Book. released, and finalized.used. Modify the Extensible Data Security Describe how inventory dimensions andReview the data model for Fixed Assets. policy for the new Global Address Book groups are used to manage productDescribe how products are set up, released, entity. information.and finalized. Retrieve an address from the Global Review the data model for inventoryDescribe how inventory dimensions and Address Book on a transaction. dimensions.groups are used to manage product Describe how extensible data security Describe how reservations and markinginformation. policies can be used to help secure your are used in the system.Review the data model for inventory data. Review the inventory transactions and ondimensions. Create and use extensible data security hand inquiries.Describe how reservations and marking are policies. Describe the data model for inventoryused in the system. Describe how financial dimensions are transactions and on hand inventory.Review the inventory transactions and on used. Review the structure of the InventOnHandhand inquiries. Describe the various types of Class.Describe the data model for inventory organizations available in Microsoft Explain how inventory journals are used.transactions and on hand inventory. Dynamics AX 2012. Discuss the inventory journals data modelReview the structure of the InventOnHand Describe how the organization model is and the structure of theClass. used throughout the system. InventJournalCheckPost classes.Explain how inventory journals are used. Create a custom operating unit, and Describe how quarantine management andDiscuss the inventory journals data model organization type. quality management are used in theand the structure of the Describe how cases are used in system.InventJournalCheckPost classes. Microsoft Dynamics AX 2012. Explain inventory blocking.Describe how quarantine management and Create a new case association type. Describe other functionality that isquality management are used in the system. Add case management to a form. available in the Inventory and WarehouseExplain inventory blocking. Explain how policy rules are used. Management module.
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Describe other functionality that is available Review the data model for the policies Describe the activities and transactionsin the Inventory and Warehouse framework. that can be created for customers.Management module. Create a new policy type and policy rule. Review the customer data model.Describe the activities and transactions that Describe currencies, exchange rates, Describe the activities and transactionscan be created for customers. fiscal calendars, and periods. that can be created for customers.Review the customer data model. Describe the components that comprise Describe how free text invoices are used.Describe the activities and transactions that the chart of accounts. Review the data model and framework thatcan be created for customers. Review the steps for adding financial is used for processing free text invoices.Describe how free text invoices are used. dimension controls to a form. Review the various ways that vendorReview the data model and framework that Create a new system-defined dimension. invoices can be generated.is used for processing free text invoices. Describe how journals and transactions Describe the set up that is required forReview the various ways that vendor are used to update the general ledger. payments and review the data model forinvoices can be generated. Describe how the Budgeting module is payment set up.Describe the set up that is required for used. Describe how customer and vendorpayments and review the data model for Review the data model and key classes payments are made.payment set up. used for budgeting and budget checking. Review the customer payment data modelDescribe how customer and vendor Describe how the Fixed Assets module is and discuss the framework that is used forpayments are made. used. making and generating payments.Review the customer payment data model Review the data model for Fixed Assets. Describe how collections and interestand discuss the framework that is used for Describe how products are set up, notes are used.making and generating payments. released, and finalized. Review the data model and framework forDescribe how collections and interest notes Describe how inventory dimensions and interest notes.are used. groups are used to manage product Describe the functionality that is availableReview the data model and framework for information. for bill of exchanges.interest notes. Review the data model for inventory Describe the functionality that is availableDescribe the functionality that is available for dimensions. for promissory notes.bill of exchanges. Describe how reservations and marking Review the general features that areDescribe the functionality that is available for are used in the system. supported with sales and purchase orders.promissory notes. Review the inventory transactions and on Describe how sales and purchase ordersReview the general features that are hand inquiries. integrate with other modules.supported with sales and purchase orders. Describe the data model for inventory Discuss the primary tables used in theDescribe how sales and purchase orders transactions and on hand inventory. purchase order flow.integrate with other modules. Review the structure of the Describe how the PurchType,Discuss the primary tables used in the InventOnHand Class. PurchLineType, and PurchTotals classespurchase order flow. Explain how inventory journals are used. work.Describe how the PurchType, Discuss the inventory journals data Describe how trade agreements are usedPurchLineType, and PurchTotals classes model and the structure of the and set up.work. InventJournalCheckPost classes. Review the data model for tradeDescribe how trade agreements are used Describe how quarantine management agreements.and set up. and quality management are used in the Discuss how the trade agreement classesReview the data model for trade system. are used and can be extended.agreements. Explain inventory blocking. Describe how sales and purchaseDiscuss how the trade agreement classes Describe other functionality that is agreements are used and set up.are used and can be extended. available in the Inventory and Warehouse Review the data model for sales andDescribe how sales and purchase Management module. purchase agreements.agreements are used and set up. Describe the activities and transactions Discuss how the sales and purchaseReview the data model for sales and that can be created for customers. agreement classes are used and can bepurchase agreements. Review the customer data model. extended.Discuss how the sales and purchase Describe the activities and transactions Describe how pricing policies are used.agreement classes are used and can be that can be created for customers. Describe how charges are used and setextended. Describe how free text invoices are used. up.Describe how pricing policies are used. Review the data model and framework Review the data model for charges.Describe how charges are used and set up. that is used for processing free text Describe how the FormLetter framework isReview the data model for charges. invoices. used.Describe how the FormLetter framework is Review the various ways that vendor List the various documents that areused. invoices can be generated. processed through the FormLetterList the various documents that are Describe the set up that is required for framework.processed through the FormLetter payments and review the data model for Describe the data model for updatingframework. payment set up. documents.Describe the data model for updating Describe how customer and vendor Describe how the FormLetter classesdocuments. payments are made. relate to each other and generally work.Describe how the FormLetter classes relate Review the customer payment data Describe how to make modifications to theto each other and generally work. model and discuss the framework that is FormLetter framework.Describe how to make modifications to the used for making and generating Describe the differences between theFormLetter framework. payments. sales order and the sales quotationDescribe the differences between the sales Describe how collections and interest features, data model, and classes.
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order and the sales quotation features, data notes are used. Describe the differences between themodel, and classes. Review the data model and framework for purchase order and the request forDescribe the differences between the interest notes. quotation features, data model, andpurchase order and the request for quotation Describe the functionality that is available classes.features, data model, and classes. for bill of exchanges. Describe the differences between theDescribe the differences between the Describe the functionality that is available purchase order and the purchasepurchase order and the purchase for promissory notes. requisitions features, data model, andrequisitions features, data model, and Review the general features that are classes.classes. supported with sales and purchase Explain how to use and set up categoriesExplain how to use and set up categories orders. and category hierarchies.and category hierarchies. Describe how sales and purchase orders Review the data model for categories andReview the data model for categories and integrate with other modules. category hierarchies.category hierarchies. Discuss the primary tables used in the Describe how projects are created, and theDescribe how projects are created, and the purchase order flow. various types of projects that are available.various types of projects that are available. Describe how the PurchType, Review the data model for projects.Review the data model for projects. PurchLineType, and PurchTotals classes Discuss the significant classes that areDiscuss the significant classes that are used work. used with projects.with projects. Describe how trade agreements are used Describe how the work breakdownDescribe how the work breakdown structure and set up. structure is used with projects and how theis used with projects and how the data Review the data model for trade data model relates to the project datamodel relates to the project data model. agreements. model.Discuss the transaction types that are used Discuss how the trade agreement Discuss the transaction types that arefor journals in the Project management and classes are used and can be extended. used for journals in the ProjectAccounting module and how categories, Describe how sales and purchase management and Accounting module andpricing, and line properties control the agreements are used and set up. how categories, pricing, and line propertiesposting of these transactions. Review the data model for sales and control the posting of these transactions.Review the data model and the ProjTrans purchase agreements. Review the data model and the ProjTransclass hierarchy that is used for posting Discuss how the sales and purchase class hierarchy that is used for postingtransactions against a project. agreement classes are used and can be transactions against a project.Describe how budgeting and forecasting extended. Describe how budgeting and forecastingworks with projects. Describe how pricing policies are used. works with projects.Review the data model for budgets and Describe how charges are used and set Review the data model for budgets andforecasts. up. forecasts.Describe how project contracts are used. Review the data model for charges. Describe how project contracts are used.Review the data model for project contracts. Describe how the FormLetter framework Review the data model for projectDescribe how project invoice proposals and is used. contracts.invoices are generated in Microsoft List the various documents that are Describe how project invoice proposalsDynamics AX. processed through the FormLetter and invoices are generated in MicrosoftReview the data model and classes used for framework. Dynamics AX.generating invoice proposals and invoices. Describe the data model for updating Review the data model and classes usedReview how estimate projects and cost documents. for generating invoice proposals andtemplates are used in the system. Describe how the FormLetter classes invoices.Describe the Project Management and relate to each other and generally work. Review how estimate projects and costAccounting Add-In. Describe how to make modifications to templates are used in the system.Review the basics of bill of materials and the the FormLetter framework. Describe the Project Management anddata model Describe the differences between the Accounting Add-In.Introduce routes and operations. sales order and the sales quotation Review the basics of bill of materials andDescribe the major features of production features, data model, and classes. the data modelorders. Describe the differences between the Introduce routes and operations.Review scheduling methods, resources and purchase order and the request for Describe the major features of productionjobs. quotation features, data model, and orders.Describe master planning and the planned classes. Review scheduling methods, resourcesproduction order journal model. Describe the differences between the and jobs.Introduce lean manufacturing, Kanban, and purchase order and the purchase Describe master planning and the plannedproduction flow models. requisitions features, data model, and production order journal model.Review Process Industries in Microsoft classes. Introduce lean manufacturing, Kanban,Dynamics AX 2012. Explain how to use and set up categories and production flow models.Implement a new line-item workflow. and category hierarchies. Review Process Industries in MicrosoftReview the workflow providers in Microsoft Review the data model for categories and Dynamics AX 2012.Dynamics AX 2012. category hierarchies. Implement a new line-item workflow.Create a custom workflow provider. Describe how projects are created, and Review the workflow providers in MicrosoftEnable queues for a workflow document. the various types of projects that are Dynamics AX 2012.Discuss how currency type fields function available. Create a custom workflow provider.within the Condition Editor. Review the data model for projects. Enable queues for a workflow document.Review the steps required to implement a Discuss the significant classes that are Discuss how currency type fields functionnew hierarchy type field to be used in the used with projects. within the Condition Editor.
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Condition Editor. Describe how the work breakdown Review the steps required to implement aExplain the report capabilities in Microsoft structure is used with projects and how new hierarchy type field to be used in theDynamics AX 2012. the data model relates to the project data Condition Editor.Describe the key concepts involved when model. Explain the report capabilities in Microsoftspecifying data for your reports. Discuss the transaction types that are Dynamics AX 2012.Create a new query and then bind the query used for journals in the Project Describe the key concepts involved whento a new SQL Server Reporting Services management and Accounting module specifying data for your reports.report together with an auto design. and how categories, pricing, and line Create a new query and then bind theAdd sorting, grouping, filters, and properties control the posting of these query to a new SQL Server Reportingparameters to a report. transactions. Services report together with an autoSave, deploy, and view a report in Microsoft Review the data model and the ProjTrans design.Dynamics AX.. class hierarchy that is used for posting Add sorting, grouping, filters, andDiscuss the Model-View-Controller (MVC) transactions against a project. parameters to a report.pattern. Describe how budgeting and forecasting Save, deploy, and view a report inDefine the report dataset. works with projects. Microsoft Dynamics AX..Create a temporary table to store the report Review the data model for budgets and Discuss the Model-View-Controller (MVC)dataset. forecasts. pattern.Manage report parameters in a data contract Describe how project contracts are used. Define the report dataset.class in X++. Review the data model for project Create a temporary table to store theCreate a report data provider (RDP) class. contracts. report dataset.Work with report precision design. Describe how project invoice proposals Manage report parameters in a dataExplain how to print a report, set the print and invoices are generated in Microsoft contract class in X++.settings, prevent the display of print setup, Dynamics AX. Create a report data provider (RDP) class.set the query range, and set a report Review the data model and classes used Work with report precision design.parameter value in X++. for generating invoice proposals and Explain how to print a report, set the printReview how reports bound to a report data invoices. settings, prevent the display of print setup,method can contain business logic to Review how estimate projects and cost set the query range, and set a reportaccess data. templates are used in the system. parameter value in X++.Describe the components of print Describe the Project Management and Review how reports bound to a report datamanagement and the steps that are used to Accounting Add-In. method can contain business logic toimplement each component of print Review the basics of bill of materials and access data.management. the data model Describe the components of print
Introduce routes and operations. management and the steps that are used
Module 4: Use and Design of the Ledger Describe the major features of production to implement each component of print
Module orders. management.line Review scheduling methods, resources
and jobs. Module 12: ReportingThis module describes a series of tasks that Describe master planning and the lineshow the functionality used in the General planned production order journal model.Ledger, Budgeting, and Fixed Assets modules. Introduce lean manufacturing, Kanban, This module introduces students to theline and production flow models. features of SSRS and shows how to create
Review Process Industries in Microsoft simple reports by using a query and an
Lessons Dynamics AX 2012. auto-design. In addition, a complex reportline Implement a new line-item workflow. using by the new report data provider
Introduction Review the workflow providers in framework in a precision design is reviewed.Set Up and Administration Microsoft Dynamics AX 2012. lineExtensibility Scenarios Create a custom workflow provider.Using Number Sequences in Forms Enable queues for a workflow document. Lessons Introduction Discuss how currency type fields function lineEvent Handlers for Customization within the Condition Editor. IntroductionIntegration with Microsoft Dynamics AX Review the steps required to implement a ProductsInterop to X++ new hierarchy type field to be used in the Inventory DimensionsInterop from X++ Condition Editor. Managing Inventory PoliciesDeploy .NET Assemblies for Interop Explain the report capabilities in Microsoft IntroductionIntroduction Dynamics AX 2012. ProjectsGlobal Address Book Describe the key concepts involved when Work Breakdown StructureExtensible Data Security Policy Framework specifying data for your reports. Journals and TransactionsFinancial Dimension Framework Create a new query and then bind the Budgets and ForecastingOrganization Model Framework query to a new SQL Server Reporting Project ContractsCase Management Framework Services report together with an auto InvoicingPolicy Framework design. Estimates and Revenue RecognitionIntroduction Add sorting, grouping, filters, and Project Management and AccountingGeneral Ledger Overview parameters to a report. Add-InChart of Accounts Save, deploy, and view a report in IntroductionJournals and Transactions Microsoft Dynamics AX.. Bill of MaterialsBudgeting Overview Discuss the Model-View-Controller (MVC) Routes
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Fixed Asset Overview pattern. Production OrdersIntroduction Define the report dataset. SchedulingReservations and Marking Create a temporary table to store the Planned Production OrdersInquiries and Transactions report dataset. LEAN ManufacturingInventory Journals Manage report parameters in a data Process IndustriesQuarantine and Quality Management contract class in X++. IntroductionOther Functionality Create a report data provider (RDP) Reporting Features OverviewIntroduction class. Report Data OverviewCustomers Work with report precision design. Creating Basic Reports from a QueryVendors Explain how to print a report, set the print Create a Precision Design Report from aFree Text Invoices settings, prevent the display of print Report Data ProviderVendor Invoices setup, set the query range, and set a Manage Report Execution by Using X++Payments report parameter value in X++. Business Logic in Report Data MethodsCollection and Interest Review how reports bound to a report Print ManagementBills of Exchange data method can contain business logicPromissory Notes to access data. Lab : 12.1 Report WorkshopIntroduction Describe the components of print lineSales and Purchase Orders management and the steps that are usedAgreements to implement each component of print After completing this module, students willCharges management. be able to:FormLetter Framework lineOther Features Module 8: Use and Design of the Sales and Describe the features of numberIntroduction Purchase ModuleThis module introduces sequences in Microsoft Dynamics AXLine-Item Workflows the features in Microsoft Dynamics AX 2012.Workflow Providers 2012 that support the sales and purchase Describe the steps for setting up andWork Item Queues processes, and it also reviews the data administering a number sequence.Currency in the Condition Editor models and coding patterns for many of Develop new number sequences byHierarchy Type Fields in the Condition Editor the features. extending the
line NumberSeqApplicationModule class.Lab : 4.1 Create a System-Defined Use the Form Handler to create numberDimensionLab : 4.2 Import Ledger Lessons sequences in a form.
Transactions line Describe the concept of events and howline Introduction they can be used in Microsoft Dynamics
Set Up and Administration AX.
After completing this module, students will Extensibility Scenarios Describe the various methods for
be able to: Using Number Sequences in Forms integrating with Microsoft Dynamics AX.line Introduction Describe the various types of services
Describe the features of number sequences Event Handlers for Customization available in Microsoft Dynamics AX.in Microsoft Dynamics AX 2012. Integration with Microsoft Dynamics AX Use a proxy class for .NET interop to X++.Describe the steps for setting up and Interop to X++ Access managed assemblies from X++.administering a number sequence. Interop from X++ Explain how .NET Framework assembliesDevelop new number sequences by Deploy .NET Assemblies for Interop are deployed.extending the NumberSeqApplicationModule Introduction Describe how to set up and use the Globalclass. Global Address Book Address Book.Use the Form Handler to create number Extensible Data Security Policy Review the data model and classes for thesequences in a form. Framework Global Address Book framework.Describe the concept of events and how Financial Dimension Framework Create a new entity for the Global Addressthey can be used in Microsoft Dynamics AX. Organization Model Framework Book.Describe the various methods for integrating Case Management Framework Modify the Extensible Data Security policywith Microsoft Dynamics AX. Policy Framework for the new Global Address Book entity.Describe the various types of services Introduction Retrieve an address from the Globalavailable in Microsoft Dynamics AX. General Ledger Overview Address Book on a transaction.Use a proxy class for .NET interop to X++. Chart of Accounts Describe how extensible data securityAccess managed assemblies from X++. Journals and Transactions policies can be used to help secure yourExplain how .NET Framework assemblies Budgeting Overview data.are deployed. Fixed Asset Overview Create and use extensible data securityDescribe how to set up and use the Global Introduction policies.Address Book. Reservations and Marking Describe how financial dimensions areReview the data model and classes for the Inquiries and Transactions used.Global Address Book framework. Inventory Journals Describe the various types of organizationsCreate a new entity for the Global Address Quarantine and Quality Management available in Microsoft Dynamics AX 2012.Book. Other Functionality Describe how the organization model isModify the Extensible Data Security policy Introduction used throughout the system.for the new Global Address Book entity. Customers Create a custom operating unit, andRetrieve an address from the Global Vendors organization type.Address Book on a transaction. Free Text Invoices Describe how cases are used in Microsoft
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Describe how extensible data security Vendor Invoices Dynamics AX 2012.policies can be used to help secure your Payments Create a new case association type.data. Collection and Interest Add case management to a form.Create and use extensible data security Bills of Exchange Explain how policy rules are used.policies. Promissory Notes Review the data model for the policiesDescribe how financial dimensions are used. Introduction framework.Describe the various types of organizations Sales and Purchase Orders Create a new policy type and policy rule.available in Microsoft Dynamics AX 2012. Agreements Describe currencies, exchange rates, fiscalDescribe how the organization model is Charges calendars, and periods.used throughout the system. FormLetter Framework Describe the components that compriseCreate a custom operating unit, and Other Features the chart of accounts.organization type. Introduction Review the steps for adding financialDescribe how cases are used in Microsoft Line-Item Workflows dimension controls to a form.Dynamics AX 2012. Workflow Providers Create a new system-defined dimension.Create a new case association type. Work Item Queues Describe how journals and transactionsAdd case management to a form. Currency in the Condition Editor are used to update the general ledger.Explain how policy rules are used. Hierarchy Type Fields in the Condition Describe how the Budgeting module isReview the data model for the policies Editor used.framework. Review the data model and key classesCreate a new policy type and policy rule. Lab : 8.1 Add a Field to the Sales Invoice used for budgeting and budget checking.Describe currencies, exchange rates, fiscal line Describe how the Fixed Assets module iscalendars, and periods. used.Describe the components that comprise the After completing this module, students will Review the data model for Fixed Assets.chart of accounts. be able to: Describe how products are set up,Review the steps for adding financial line released, and finalized.dimension controls to a form. Describe the features of number Describe how inventory dimensions andCreate a new system-defined dimension. sequences in Microsoft Dynamics AX groups are used to manage productDescribe how journals and transactions are 2012. information.used to update the general ledger. Describe the steps for setting up and Review the data model for inventoryDescribe how the Budgeting module is used. administering a number sequence. dimensions.Review the data model and key classes Develop new number sequences by Describe how reservations and markingused for budgeting and budget checking. extending the are used in the system.Describe how the Fixed Assets module is NumberSeqApplicationModule class. Review the inventory transactions and onused. Use the Form Handler to create number hand inquiries.Review the data model for Fixed Assets. sequences in a form. Describe the data model for inventoryDescribe how products are set up, released, Describe the concept of events and how transactions and on hand inventory.and finalized. they can be used in Microsoft Dynamics Review the structure of the InventOnHandDescribe how inventory dimensions and AX. Class.groups are used to manage product Describe the various methods for Explain how inventory journals are used.information. integrating with Microsoft Dynamics AX. Discuss the inventory journals data modelReview the data model for inventory Describe the various types of services and the structure of thedimensions. available in Microsoft Dynamics AX. InventJournalCheckPost classes.Describe how reservations and marking are Use a proxy class for .NET interop to Describe how quarantine management andused in the system. X++. quality management are used in theReview the inventory transactions and on Access managed assemblies from X++. system.hand inquiries. Explain how .NET Framework assemblies Explain inventory blocking.Describe the data model for inventory are deployed. Describe other functionality that istransactions and on hand inventory. Describe how to set up and use the available in the Inventory and WarehouseReview the structure of the InventOnHand Global Address Book. Management module.Class. Review the data model and classes for Describe the activities and transactionsExplain how inventory journals are used. the Global Address Book framework. that can be created for customers.Discuss the inventory journals data model Create a new entity for the Global Review the customer data model.and the structure of the Address Book. Describe the activities and transactionsInventJournalCheckPost classes. Modify the Extensible Data Security that can be created for customers.Describe how quarantine management and policy for the new Global Address Book Describe how free text invoices are used.quality management are used in the system. entity. Review the data model and framework thatExplain inventory blocking. Retrieve an address from the Global is used for processing free text invoices.Describe other functionality that is available Address Book on a transaction. Review the various ways that vendorin the Inventory and Warehouse Describe how extensible data security invoices can be generated.Management module. policies can be used to help secure your Describe the set up that is required forDescribe the activities and transactions that data. payments and review the data model forcan be created for customers. Create and use extensible data security payment set up.Review the customer data model. policies. Describe how customer and vendorDescribe the activities and transactions that Describe how financial dimensions are payments are made.can be created for customers. used. Review the customer payment data modelDescribe how free text invoices are used. Describe the various types of and discuss the framework that is used for
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Review the data model and framework that organizations available in Microsoft making and generating payments.is used for processing free text invoices. Dynamics AX 2012. Describe how collections and interestReview the various ways that vendor Describe how the organization model is notes are used.invoices can be generated. used throughout the system. Review the data model and framework forDescribe the set up that is required for Create a custom operating unit, and interest notes.payments and review the data model for organization type. Describe the functionality that is availablepayment set up. Describe how cases are used in for bill of exchanges.Describe how customer and vendor Microsoft Dynamics AX 2012. Describe the functionality that is availablepayments are made. Create a new case association type. for promissory notes.Review the customer payment data model Add case management to a form. Review the general features that areand discuss the framework that is used for Explain how policy rules are used. supported with sales and purchase orders.making and generating payments. Review the data model for the policies Describe how sales and purchase ordersDescribe how collections and interest notes framework. integrate with other modules.are used. Create a new policy type and policy rule. Discuss the primary tables used in theReview the data model and framework for Describe currencies, exchange rates, purchase order flow.interest notes. fiscal calendars, and periods. Describe how the PurchType,Describe the functionality that is available for Describe the components that comprise PurchLineType, and PurchTotals classesbill of exchanges. the chart of accounts. work.Describe the functionality that is available for Review the steps for adding financial Describe how trade agreements are usedpromissory notes. dimension controls to a form. and set up.Review the general features that are Create a new system-defined dimension. Review the data model for tradesupported with sales and purchase orders. Describe how journals and transactions agreements.Describe how sales and purchase orders are used to update the general ledger. Discuss how the trade agreement classesintegrate with other modules. Describe how the Budgeting module is are used and can be extended.Discuss the primary tables used in the used. Describe how sales and purchasepurchase order flow. Review the data model and key classes agreements are used and set up.Describe how the PurchType, used for budgeting and budget checking. Review the data model for sales andPurchLineType, and PurchTotals classes Describe how the Fixed Assets module is purchase agreements.work. used. Discuss how the sales and purchaseDescribe how trade agreements are used Review the data model for Fixed Assets. agreement classes are used and can beand set up. Describe how products are set up, extended.Review the data model for trade released, and finalized. Describe how pricing policies are used.agreements. Describe how inventory dimensions and Describe how charges are used and setDiscuss how the trade agreement classes groups are used to manage product up.are used and can be extended. information. Review the data model for charges.Describe how sales and purchase Review the data model for inventory Describe how the FormLetter framework isagreements are used and set up. dimensions. used.Review the data model for sales and Describe how reservations and marking List the various documents that arepurchase agreements. are used in the system. processed through the FormLetterDiscuss how the sales and purchase Review the inventory transactions and on framework.agreement classes are used and can be hand inquiries. Describe the data model for updatingextended. Describe the data model for inventory documents.Describe how pricing policies are used. transactions and on hand inventory. Describe how the FormLetter classesDescribe how charges are used and set up. Review the structure of the relate to each other and generally work.Review the data model for charges. InventOnHand Class. Describe how to make modifications to theDescribe how the FormLetter framework is Explain how inventory journals are used. FormLetter framework.used. Discuss the inventory journals data Describe the differences between theList the various documents that are model and the structure of the sales order and the sales quotationprocessed through the FormLetter InventJournalCheckPost classes. features, data model, and classes.framework. Describe how quarantine management Describe the differences between theDescribe the data model for updating and quality management are used in the purchase order and the request fordocuments. system. quotation features, data model, andDescribe how the FormLetter classes relate Explain inventory blocking. classes.to each other and generally work. Describe other functionality that is Describe the differences between theDescribe how to make modifications to the available in the Inventory and Warehouse purchase order and the purchaseFormLetter framework. Management module. requisitions features, data model, andDescribe the differences between the sales Describe the activities and transactions classes.order and the sales quotation features, data that can be created for customers. Explain how to use and set up categoriesmodel, and classes. Review the customer data model. and category hierarchies.Describe the differences between the Describe the activities and transactions Review the data model for categories andpurchase order and the request for quotation that can be created for customers. category hierarchies.features, data model, and classes. Describe how free text invoices are used. Describe how projects are created, and theDescribe the differences between the Review the data model and framework various types of projects that are available.purchase order and the purchase that is used for processing free text Review the data model for projects.requisitions features, data model, and invoices. Discuss the significant classes that areclasses. Review the various ways that vendor used with projects.
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Explain how to use and set up categories invoices can be generated. Describe how the work breakdownand category hierarchies. Describe the set up that is required for structure is used with projects and how theReview the data model for categories and payments and review the data model for data model relates to the project datacategory hierarchies. payment set up. model.Describe how projects are created, and the Describe how customer and vendor Discuss the transaction types that arevarious types of projects that are available. payments are made. used for journals in the ProjectReview the data model for projects. Review the customer payment data management and Accounting module andDiscuss the significant classes that are used model and discuss the framework that is how categories, pricing, and line propertieswith projects. used for making and generating control the posting of these transactions.Describe how the work breakdown structure payments. Review the data model and the ProjTransis used with projects and how the data Describe how collections and interest class hierarchy that is used for postingmodel relates to the project data model. notes are used. transactions against a project.Discuss the transaction types that are used Review the data model and framework for Describe how budgeting and forecastingfor journals in the Project management and interest notes. works with projects.Accounting module and how categories, Describe the functionality that is available Review the data model for budgets andpricing, and line properties control the for bill of exchanges. forecasts.posting of these transactions. Describe the functionality that is available Describe how project contracts are used.Review the data model and the ProjTrans for promissory notes. Review the data model for projectclass hierarchy that is used for posting Review the general features that are contracts.transactions against a project. supported with sales and purchase Describe how project invoice proposalsDescribe how budgeting and forecasting orders. and invoices are generated in Microsoftworks with projects. Describe how sales and purchase orders Dynamics AX.Review the data model for budgets and integrate with other modules. Review the data model and classes usedforecasts. Discuss the primary tables used in the for generating invoice proposals andDescribe how project contracts are used. purchase order flow. invoices.Review the data model for project contracts. Describe how the PurchType, Review how estimate projects and costDescribe how project invoice proposals and PurchLineType, and PurchTotals classes templates are used in the system.invoices are generated in Microsoft work. Describe the Project Management andDynamics AX. Describe how trade agreements are used Accounting Add-In.Review the data model and classes used for and set up. Review the basics of bill of materials andgenerating invoice proposals and invoices. Review the data model for trade the data modelReview how estimate projects and cost agreements. Introduce routes and operations.templates are used in the system. Discuss how the trade agreement Describe the major features of productionDescribe the Project Management and classes are used and can be extended. orders.Accounting Add-In. Describe how sales and purchase Review scheduling methods, resourcesReview the basics of bill of materials and the agreements are used and set up. and jobs.data model Review the data model for sales and Describe master planning and the plannedIntroduce routes and operations. purchase agreements. production order journal model.Describe the major features of production Discuss how the sales and purchase Introduce lean manufacturing, Kanban,orders. agreement classes are used and can be and production flow models.Review scheduling methods, resources and extended. Review Process Industries in Microsoftjobs. Describe how pricing policies are used. Dynamics AX 2012.Describe master planning and the planned Describe how charges are used and set Implement a new line-item workflow.production order journal model. up. Review the workflow providers in MicrosoftIntroduce lean manufacturing, Kanban, and Review the data model for charges. Dynamics AX 2012.production flow models. Describe how the FormLetter framework Create a custom workflow provider.Review Process Industries in Microsoft is used. Enable queues for a workflow document.Dynamics AX 2012. List the various documents that are Discuss how currency type fields functionImplement a new line-item workflow. processed through the FormLetter within the Condition Editor.Review the workflow providers in Microsoft framework. Review the steps required to implement aDynamics AX 2012. Describe the data model for updating new hierarchy type field to be used in theCreate a custom workflow provider. documents. Condition Editor.Enable queues for a workflow document. Describe how the FormLetter classes Explain the report capabilities in MicrosoftDiscuss how currency type fields function relate to each other and generally work. Dynamics AX 2012.within the Condition Editor. Describe how to make modifications to Describe the key concepts involved whenReview the steps required to implement a the FormLetter framework. specifying data for your reports.new hierarchy type field to be used in the Describe the differences between the Create a new query and then bind theCondition Editor. sales order and the sales quotation query to a new SQL Server ReportingExplain the report capabilities in Microsoft features, data model, and classes. Services report together with an autoDynamics AX 2012. Describe the differences between the design.Describe the key concepts involved when purchase order and the request for Add sorting, grouping, filters, andspecifying data for your reports. quotation features, data model, and parameters to a report.Create a new query and then bind the query classes. Save, deploy, and view a report into a new SQL Server Reporting Services Describe the differences between the Microsoft Dynamics AX..report together with an auto design. purchase order and the purchase Discuss the Model-View-Controller (MVC)Add sorting, grouping, filters, and requisitions features, data model, and pattern.
M80313 www.globalknowledge.dk [email protected] tlf.nr.: 44 88 18 00
parameters to a report. classes. Define the report dataset.Save, deploy, and view a report in Microsoft Explain how to use and set up categories Create a temporary table to store theDynamics AX.. and category hierarchies. report dataset.Discuss the Model-View-Controller (MVC) Review the data model for categories and Manage report parameters in a datapattern. category hierarchies. contract class in X++.Define the report dataset. Describe how projects are created, and Create a report data provider (RDP) class.Create a temporary table to store the report the various types of projects that are Work with report precision design.dataset. available. Explain how to print a report, set the printManage report parameters in a data contract Review the data model for projects. settings, prevent the display of print setup,class in X++. Discuss the significant classes that are set the query range, and set a reportCreate a report data provider (RDP) class. used with projects. parameter value in X++.Work with report precision design. Describe how the work breakdown Review how reports bound to a report dataExplain how to print a report, set the print structure is used with projects and how method can contain business logic tosettings, prevent the display of print setup, the data model relates to the project data access data.set the query range, and set a report model. Describe the components of printparameter value in X++. Discuss the transaction types that are management and the steps that are usedReview how reports bound to a report data used for journals in the Project to implement each component of printmethod can contain business logic to management and Accounting module management.access data. and how categories, pricing, and lineDescribe the components of print properties control the posting of thesemanagement and the steps that are used to transactions.implement each component of print Review the data model and the ProjTransmanagement. class hierarchy that is used for posting
transactions against a project.Describe how budgeting and forecastingworks with projects.Review the data model for budgets andforecasts.Describe how project contracts are used.Review the data model for projectcontracts.Describe how project invoice proposalsand invoices are generated in MicrosoftDynamics AX.Review the data model and classes usedfor generating invoice proposals andinvoices.Review how estimate projects and costtemplates are used in the system.Describe the Project Management andAccounting Add-In.Review the basics of bill of materials andthe data modelIntroduce routes and operations.Describe the major features of productionorders.Review scheduling methods, resourcesand jobs.Describe master planning and theplanned production order journal model.Introduce lean manufacturing, Kanban,and production flow models.Review Process Industries in MicrosoftDynamics AX 2012.Implement a new line-item workflow.Review the workflow providers inMicrosoft Dynamics AX 2012.Create a custom workflow provider.Enable queues for a workflow document.Discuss how currency type fields functionwithin the Condition Editor.Review the steps required to implement anew hierarchy type field to be used in theCondition Editor.Explain the report capabilities in MicrosoftDynamics AX 2012.
M80313 www.globalknowledge.dk [email protected] tlf.nr.: 44 88 18 00
Describe the key concepts involved whenspecifying data for your reports.Create a new query and then bind thequery to a new SQL Server ReportingServices report together with an autodesign.Add sorting, grouping, filters, andparameters to a report.Save, deploy, and view a report inMicrosoft Dynamics AX..Discuss the Model-View-Controller (MVC)pattern.Define the report dataset.Create a temporary table to store thereport dataset.Manage report parameters in a datacontract class in X++.Create a report data provider (RDP)class.Work with report precision design.Explain how to print a report, set the printsettings, prevent the display of printsetup, set the query range, and set areport parameter value in X++.Review how reports bound to a reportdata method can contain business logicto access data.Describe the components of printmanagement and the steps that are usedto implement each component of printmanagement.
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