Внутрихолдинговый учет в Microsoft Dynamics AX 2012: Курсы

Module 1: Overview
This module explains the components in the Intercompany process and provides a short overview of Intercompany Planning, Intercompany Order Processing, and Intercompany Billing.
Lessons

• Introduction
• Intercompany Planning
• Intercompany Order Processing
• Intercompany Billing and Payments

Module 2: Setup
This module explains how to set up and create an intercompany connection between a customer and vendor in another legal entity.
Lessons

• Introduction
• Action Policies
• Order Agreements
• Value Mapping

After completing this module, students will be able to:

• Set up action policies between customers and vendors in multiple companies.
• Set up order agreements.
• Set up value mapping.
• Set up the basic Purchase Order Driven Intercompany process.

Module 3: Purchase Order Initiated Intercompany Order Chain
This module explains how to create a purchase order initiated intercompany order chain between the sales company and the production plant.
Lessons

• Introduction
• Create a Purchase Order Initiated Intercompany Order Chain
• Generate Packing Slips and Product Receipts
• Generate Invoice

Module 4: Sales Order Initiated Intercompany Order Chain
This module explains how to create a sales order initiated intercompany order chain and update the Intercompany purchase order.
Lessons

• Introduction
• Create a Sales Order Initiated Intercompany Order Chain
• Process the Intercompany Purchase Order

Module 5: Intercompany Agreements
This module describes sales and purchase agreements. It also explains the main advantages of using sale and purchase agreements.
Lessons

• Introduction
• Intercompany Sales and Purchase Agreements

Module 6: Direct Delivery
This module explains the difference between a delivery process that involves a selling company receiving the delivery and a direct delivery process to the customer.
Lessons

Introduction

• Action Policies for Direct Delivery
• Automatic Posting and Printing Packing Slips and Invoices
• Generate an Invoice

Module 7: Update and Synchronization of the Intercompany Chain
This module explains intercompany synchronization is how to set up automatic synchronization in the Intercompany chain.
Lessons

• Introduction
• Update the Original Sales Order
• Deleting Intercompany Order Chains
• Deactivate Products for Intercompany Trade
• Synchronization of Intercompany Orders
• Document Handling in Intercompany

Module 8: Return Orders
This module explains how to create and process Intercompany return orders and how to synchronize Intercompany return orders with the original sales order.
Lessons

• Introduction
• Intercompany Return Order Chain
• Direct Delivery Return Orders
• Disposition Codes
• Synchronization of RMA Numbers
• Replacement Orders

Module 9: Serial and Batch Number Registration
This module explains how serial and batch numbers can be used in the intercompany order process.
Lessons

• Introduction
• Manual Serial and Batch Registration
• Automatic Serial and Batch Registration

Module 10: Security
This module explains how role based security allows for specific security and permissions in the intercompany order chain.
Lessons

• Introduction
• Predefined Roles: Upstream Sales View and Navigation
• Predefined Roles: Upstream Procurement View
• Predefined Roles: Downstream Direct Delivery Processing
• Predefined Roles: Upstream Sales View and Navigation

After completing this course, students will be able to:

• Introduce Intercompany master planning.
• Introduce Intercompany order processing.
• Introduce Intercompany billing and payments.
• Set up action policies between customers and vendors in multiple companies.
• Set up order agreements.
• Set up value mapping.
• Set up the basic Purchase Order Driven Intercompany process.
• Generate packing slips and product receipts.
• Generate invoices.
• Create a Sales Order Initiated Intercompany chain.
• Update the Intercompany purchase order.
• Create an Intercompany chain automatically.
• Set up and start picking.
• Use the Intercompany on-hand form to investigate on-hand inventory in other companies.
• Describe the flow of Intercompany information.
• Create Intercompany agreements.
• Update Intercompany agreements.
• Create an intercompany chain automatically with direct delivery.
• Setup and create automatic posting for intercompany direct deliveries.
• Update the Original sales order.
• Delete an Intercompany chain.
• Deactivate products for Intercompany chains.
• Synchronize information between Intercompany sales orders and Intercompany purchase orders.
• Use document handling in Intercompany chains.
• Create and process and Intercompany return order.
• Create and process return orders in a direct delivery scenario.
• Explain how to synchronize disposition codes.
• Explain how to synchronize RMA numbers.
• Create replacement orders.
• Set up and use manual serial and batch number synchronization in Intercompany chains.
• Set up and use automatic serial and batch number synchronization in Intercompany chains.
• Define Intercompany upstream sales roles.
• Define Intercompany upstream procurement views.
• Define Intercompany downstream direct delivery processing roles.