Dynamics 365 Finance & Operations Project Management and ... · Dynamics 365 Finance & Operations...

Dynamics 365 Finance & Operations

Project Management and Accounting Last Updated: 27 August 2018

COURSE OUTLINE

COURSE OUTLINE

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Dynamics 365 Finance & Operations Project Management and Accounting

1. Table of Contents

1. Table of Contents ................................................................................................................. 2

A. COURSE OUTLINES ................................................................................................................................................... 3

1. Dynamics 365 Finance & Operations Project Management and Accounting.................................................... 3

B. CONTACT DETAILS ................................................................................................................................................... 7

1. Location for training .............................................................................................................. 7

2. For bookings or more information ............................................................................................... 7

COURSE OUTLINE



A . C o u r s e O u t l i n e s

1. Dynamics 365 Finance & Operations Project Management and Accounting

Course description

During this Dynamics 365 Finance & Operations Project Management and Accounting training you will learn how to set up the

Project management and accounting module of Microsoft Dynamics AX. It also shows students how to create project

transactions.

The course focuses on the basic project functionality available in Microsoft Dynamics AX 2012.

Course duration

This course is scheduled for two (2) days from 9:00 till 13:00.

Course pre-requisites

Before attending this course, students must have:

Basic knowledge of accounting principles

An understanding of how to navigate within Microsoft Dynamics AX

In addition, we recommend, but do not require, that students have completed:

Microsoft Dynamics AX Introduction course

Documentation

The following documentation is included with the course:

Dynamics 365 Finance & Operations Project Management and

Accounting user guide

Certificate of attendance

After attending you will be able to:

Create and set up the Project Management and accounting module in Microsoft Dynamics AX

Set up invoicing

Understand project types

Create and enter project timesheets

Set up and allocate project budgets

Who should attend?

This course is intended for people who are on the implementation team, administering or using the Project Management and

Accounting module in Microsoft Dynamics AX. This audience typically includes people who are tasked with assessing business

needs and those who advise them on the use, configuration and customization of the application. Additionally, people

responsible for training or supporting others in Microsoft Dynamics AX can benefit from this course including roles such as:

Directors of Accounting

Financial Managers

Financial Supervisors

Management Accountant

Accountant Clerks

Project Managers

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Topics Covered

Working with Projects:

Overview

Project Details

Project Group

Project Numbering

Project Hierarchies

Report Sort Fields

Work Breakdown Structure

Project Copy Wizard

Project Stages

Understanding Project Types:

Project Types

Time and Material Projects

Processing a Time and Material Project

Time and Material Project Example

Fixed-Price Projects

Fixed-Price Project Example

Internal Projects

Cost Project Example

Time Projects

Investment Projects

Project Groups

Working with Project Transactions:

Transaction Types

Categories and Category Groups

Project Pricing

Line Properties

Hour Transactions

Hours Journal

Expense Transactions

Expense Journals

Invoice Journals and Invoice Registers

Free Text Invoices

Item Transactions

Item Journals

Item Requirements

Purchase Orders

Purchase Requisitions

Production Orders

Sales Orders

Beginning Balances

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Review Project Transactions

Adjusting Transactions

Journal Setup

Journal Approval

Journal Descriptions

Ledger Posting Setup

Posting Setup by Project Group or Category

Project Timesheets

Timesheet Periods

Set Up Timesheet-Related Parameters

Configuring Timesheet Workflows

Set Up Favourites

Set Up Delegates

Timesheet Creation

Timesheet Approval

Missing Timesheets Report

Project Invoicing:

Invoicing Setup

Project Contracts

Billing Requirements for Transactions

Invoice Proposals

On-Account Invoicing

View Posted Invoices

Credit Notes

Project Budgeting

This module explains the project budgeting functionality within Microsoft Dynamics AX. By comparing budget and actuals,

your organization can reallocate money and resources to meet budgetary goals.

Budget Approval Workflow

Original Budgets

Project Budget Properties

Allocate Budgets

View Budget Impact

View Budget Balances

Budget Revisions

Committed Costs

Carry Forward Budget Amounts at Year End

Project Inquiries and Reports

This module includes inquiries, reports, and statistics forms so you can access information needed to run projects

effectively. It also describes the Microsoft Excel and Microsoft Online Analytical Processing (OLAP) integration.

Project Control

Excel Integration with Project Control

Reports

OLAP Integration

Project Management and Accounting Setup

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This module provides a reference for the setup of parameters of the Project management and accounting module in

Microsoft Dynamics AX. The correct setup is necessary to use this module.

Settings

Configure the core project management and accounting functionality.

Enter default information that is used by the system if the information is not specified at a lower level (for example

project, contract).

View Posted Invoices

Credit Notes

Project Budgeting:

Budget Approval Workflow

Original Budgets

Project Budget Properties

Allocate Budgets

View Budget Impact

View Budget Balances

Budget Revisions

Committed Costs

Carry Forward Budget Amounts at Year End

Project Inquiries and Reports:

Project Control

Excel Integration with Project Control

Reports

OLAP Integration

Project Management and Accounting Setup:

Settings

Configure the core project management and accounting functionality

Enter default information that is used by the system if the information is not specified at a lower level (for example

project, contract)

COURSE OUTLINE



B . C o n t a c t D e t a i l s

1. Location for training

We have training facilities in Centurion or training can be done on-site on request.

Physical Address:

Centurion

1001 Clifton Avenue

Lyttelton Manor

Centurion

2. For bookings or more information

For bookings or more information please feel free to Marili van Niekerk us at 012 640 2600 or e-mail [email protected]

For the latest event schedule visit our training page on www.acctech.biz

mailto:[email protected]

http://www.acctech.biz/

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