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Course 80163A.

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26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 1 -
What's New - Application in Microsoft Dynamics AX 2012
for Supply Chain Management, and Manufacturing
Course 80163A: One Day; Instructor-Led

Introduction
This one-day instructor-led course provides students with an introduction to the new features and functionality in
the Supply Chain Management and Manufacturing feature areas of Microsoft Dynamics AX 2012. The purpose of
this course is to introduce new features so that participants can learn about the main differences in the software
since the last version. This course does not cover functionality that has not changed since the earlier versions of
Microsoft Dynamics AX 2012.

Audience
This course is intended for experienced systems consultants that are typically working for a Microsoft Dynamics
partner that is selling, consulting, implementing, and supporting Microsoft Dynamics AX 2012

At Course Completion
After completing this course, students will be able to:
Describe the new interface elements in Microsoft Dynamics AX 2012.
Describe changes to the organization model.
Use and update the help system.
Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
View work items that are based on specific business documents in one location.
Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
Set up alert rules to work across all organizational structures.
Discuss the decoupling of order management processes from inventory.
Describe the required conversion directions and conditions for non-stocked items.
Describe the concept of products.
Describe the variant configuration technology types.
Describe the concept of product masters and their variants.
Create and release products to an enterprise.
Discuss how to finalize a released product.
Describe sales and purchase agreement work.
Discuss how to create sales and purchase agreements.
Define sales and purchase agreements.
Discuss how to use agreements when you create orders.
Discuss how to follow up on agreements.
Describe improvements in trade agreements.
Describe the changes in intercompany setup.
View intercompany goods in transit reports
Describe intercompany planning changes.
Describe change management for purchase orders.
Discuss how to set up a delivery schedule on a purchase order.
Discuss the purpose and usage of purchasing policies.
Discuss category management, catalogs, and employee purchasing.
Describe the purchase requisition process from preparation through review, to purchase order
generation.
Course 80163A.doc

26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 2 -
Describe purchase requisition consolidation.
Discuss vendor management and the vendor self-service portal.
Discuss business rules for fixed assets.
Describe how resource requirements are defined on routes.
Discuss how to perform resource scheduling and describe the basic resource allocation principles.
Describe the concept of using a period template to define schedules.
Describe a new way to model Lean Manufacturing based on production flows.
View the kanban boards and its controls.
Describe mixed mode manufacturing.
Discuss event driven kanbans and the single piece flow.
Explain subcontracting.
View the workflow for worker registrations.
Describe the supervisor options available in manufacturing execution for moving jobs, prioritizing jobs,
and correcting jobs.
Discuss how Touch Enabled Registration works.
Discuss how to set up and work with Document groups.
Provide an overview of list pages in time and attendance and manufacturing execution.
Discuss how to build a product configuration model.
Describe how to prepare and release a model to sales.
Discuss how to use a product configuration tool for sales orders.
Review the features and benefits of the process industries solution.
Prerequisites
Before attending this course, students must have working experience with Microsoft Dynamics AX 2009.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.

Course 80163A.doc

26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 3 -
Course Outline

Module 1: Overview
This module provides a general overview of the features and benefits of using Microsoft Dynamics AX 2012.
Lessons
Introduction
New User Interface Elements
Organizational Model
Help System
Microsoft Office Add-Ins
Work Items
Documents Handling
Decouple Order Management from Inventory Control
After completing this module, students will be able to:
Describe the new interface elements in Microsoft Dynamics AX.
Describe changes to the organization model.
Use and update the help system.
Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX.
View work items that are based on specific business documents in one location.
Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
Discuss the decoupling of order management processes from inventory.
Describe the required conversion directions and conditions for non-stocked items.

Module 2: Product Information Management
This module introduces participants to the changes that are made to the Product Information Management module
in Microsoft Dynamics AX 2012.
Lessons
Introduction
Products
Configuration Technologies
Product Masters and Product Variants
Releasing Products
Finalizing Released Products
Lab: Creating and Releasing Product Masters
Course 80163A.doc

26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 4 -
After completing this module, students will be able to:
Describe the concept of products.
Describe the variant configuration technology types.
Describe the concept of product masters and their variants.
Create and release products to an enterprise.
Discuss how to finalize a released product.
Module 3: Agreements
This module provides a general overview of the new features and benefits of Agreements in Microsoft Dynamics
AX 2012.
Lessons
Introduction
Sales and Purchase Agreements
Trade Agreement Improvements
Lab: Setting up and Following up a Purchase Agreement
After completing this module, students will be able to:
Describe sales and purchase agreement work.
Discuss how to create sales and purchase agreements.
Define sales and purchase agreements.
Discuss how to use agreements when you create orders.
Discuss how to follow up on agreements.
Describe improvements in trade agreements.
Module 4: Intercompany
This module provides a general overview of the new features and benefits of Intercompany in Microsoft Dynamics
AX 2012.
Lessons
Introduction
Intercompany Setup
Intercompany Reports
Intercompany Planning
After completing this module, students will be able to:
Describe the changes in intercompany setup.
View intercompany goods in transit reports
Describe intercompany planning changes.
Course 80163A.doc

26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 5 -
Module 5: Procurement and Sourcing
This module provides a general overview of the new features and benefits of Procurement and Sourcing in
Microsoft Dynamics AX 2012.
Lessons
Introduction
Purchase Order and Change Management
Purchasing Delivery Schedule
Purchasing Policies
Catalog and Procurement Site
Purchase Requisition Enhancements
Purchase requisition Consolidation
Vendor Management
Business Rules for Fixed Assets
Lab: Purchasing Policies
Lab: Employee Purchasing
After completing this module, students will be able to:
Describe change management for purchase orders.
Discuss how to set up a delivery schedule on a purchase order.
Discuss the purpose and usage of purchasing policies.
Discuss category management, catalogs, and employee purchasing.
Describe the purchase requisition process from preparation through review, to purchase order
generation.
Describe purchase requisition consolidation.
Discuss vendor management and the vendor self-service portal.
Discuss business rules for fixed assets.

Module 6: Manufacturing and Scheduling
This module provides a general overview of the new features and benefits of the Manufacturing and Scheduling
feature in Microsoft Dynamics AX 2012.
Lessons
Introduction
Operations Resource Model
Resource Scheduling Improvements
Period Templates
Lab: Resource Requirements on a Route
Lab: Performing Resource Scheduling
Course 80163A.doc

26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 6 -
After completing this module, students will be able to:
Discuss how to set up resources.
Describe how resource requirements are defined on routes.
Discuss how to perform resource scheduling and describe the basic resource allocation principles.
Describe the concept of using a period template to define schedules.

Module 7: Lean Manufacturing
This module provides a general overview of the new features and benefits of the Lean Manufacturing feature in
Microsoft Dynamics AX 2012.
Lessons
Introduction
Production Flow
Kanban Board
Mixed Mode
Event Kanbans
Subcontracting
After completing this module, students will be able to:
Describe a new way to model Lean Manufacturing based on production flows.
View the kanban boards and its controls.
Describe mixed mode manufacturing.
Discuss event driven kanbans and the single piece flow.
Explain subcontracting.
Module 8: Time and Attendance, and Manufacturing Execution
This module provides a general overview of the new features and benefits of the Time and Attendance, and
Manufacturing Execution in Microsoft Dynamics AX 2012.
Lessons
Introduction
Time and Attendance
Manufacturing Execution
Common Features
Lab: Touch Enabled Registration
Course 80163A.doc

26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 7 -
After completing this module, students will be able to:
View the workflow for worker registrations.
Describe the supervisor options available in manufacturing execution for moving jobs, prioritizing jobs,
and correcting jobs.
Discuss how Touch Enabled Registration works.
Discuss how to set up and work with Document groups.
Provide an overview of list pages in time and attendance and manufacturing execution.

Module 9: Product Configurator
This module provides a general overview of the new features and benefits of the Product Configurator Module in
Microsoft Dynamics AX 2012.
Lessons
Introduction
Build a Product Configuration Model
Prepare a Model for Release
Product Configuration
After completing this module, students will be able to:
Discuss how to build a product configuration model.
Describe how to prepare and release a model to sales.
Discuss how to use a product configuration tool for sales orders.
Module 10: Process Manufacturing
This module provides a general overview of the new features and benefits of the Process Manufacturing industry
solution in Microsoft Dynamics AX 2012.
Lessons
Introduction
Process manufacturing feature overview
Catch weight
Product information management improvements
Inventory and warehousing management improvements
Procurement and sourcing and Sales and marketing improvements
Production control and Master planning improvements
Process industries reports overview
Course 80163A.doc

26449 Rancho Parkway South
Lake Forest, CA 92630 USA
949.597.2170 * www.advancedsystemsintegration.com

- 8 -
After completing this module, students will be able to:
Review the changes made for catch weights as part of the process manufacturing industry solution.
Review the features and benefits of the process manufacturing industries solution.
Review the changes made to the Product information management module as part of the process
manufacturing industry solution.
Review the changes made to the Inventory and warehouse management module as part of the process
manufacturing industry solution.
Review the changes made to the Procurement and sourcing module and Sales and marketing module as
part of the process manufacturing industry solution.
Review the changes made to the Production control and Master Planning modules and as part of the
process manufacturing industry solution
Review the features and benefits of the Process manufacturing reports.