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Intercompany Order Setup and Processing in Microsoft Dynamics 365 for Finance and Operations

December 12 @ 09:00 - 16:00

|Recurring Event (See all)

One event on December 12, 2019 at 09:00

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(Last Updated On: March 23, 2019)

This 1-day course Intercompany Order Setup and Processing in Microsoft Dynamics 365 for Finance and Operations is for users, who will be working with Intercompany Order Processing and/or in charge of creating the Intercompany set-up in a group of companies in a supply chain in D365FO.

The focus is on processing and daily work with intercompany orders.

Typical participant profiles:
The course is for every user with interest and responsibilities within logistics and intercompany management, procurement and sales staff, inventory management, as well as superusers, accountants, controllers, consultants.

Prerequisites:

It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Finance and Operations or in other ways have obtained equivalent knowledge.

Knowledge regarding the supply chain functionality, equivalent to our courses Product and Services, Procurement, Sales, is highly recommended in order to maximize the benefit of your participation.

Level:

200 (Intermediate).

During this course Intercompany Order Setup and Processing in Microsoft Dynamics 365 for Finance and Operations you will learn in details about the configuration and use of intercompany functionality in D365FO.

Basic intercompany relation creation, basic and advanced workflows, intercompany return orders, intercompany agreements, as well as an understanding of the 2- and 3-way order chain relations. You will also be introduced to synchronization of batch and serial numbers across companies, and other intercompany related functionality.

During this 1-day class, you will work hands-on with our hands-on labs with guidelines for Microsoft Dynamics 365 for Finance and Operations.

 

Introduction

Set Up Intercompany Ordering

  • Set Up Action Policies
  • Manage Order Agreement Action Policies
  • Configure Value Mapping

Process a Purchase Order-Initiated Intercompany Chain

  • Create a Purchase Order-Initiated Intercompany Chain
  • Generate Picking Lists, Packing Slips, and Product Receipts

Process a Sales Order-Initiated Intercompany Chain

  • Create a Sales Order-Initiated Intercompany Chain
  • Process the Intercompany Purchase Order
  • Manually Create an Intercompany Chain
  • Auto-Create an Intercompany Order
  • Set Up Intercompany Chain with Automatic Picking List Creation
  • Work with the Intercompany On-Hand Form
  • Configure Intercompany Information Flow

Configure Intercompany Agreements

  • Configure Intercompany Sales and Purchase Agreements

Update and Synchronize an Intercompany Order Chain

  • Update the Original Sales Order
  • Delete Intercompany Chains
  • Deactivate Products for Intercompany Trade
  • Synchronize Customer Information using Action Policies
  • Perform Price and Discount Searches
  • Set Up Price and Discount Edits
  • Enable Price and Discount Synchronization
  • Synchronize Charges
  • Synchronize Delivery Dates
  • Synchronize Agreements
  • Configure Intercompany Document Handling

Configure Direct Delivery for Intercompany Orders

  • Configuring and Processing Direct Delivery for Intercompany Orders
  • Create and Update Direct Deliveries
  • Configure Automatic Posting and Printing of Packing Slips and Invoices

Process Intercompany Return Orders

  • Configure an Intercompany Return Order Chain
  • Process Direct Delivery Return Orders
  • Set Up Disposition Codes
  • Synchronize RMA Numbers
  • Process Replacement Orders

Process Intercompany Orders Utilizing Serial and Batch Numbers

  • Set Up Manual Serial and Batch Number Registration
  • Set Up Automatic Serial and Batch Number Registration

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
We will provide our own developed and updated AXcademy training materials and/or training materials from Microsoft.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment

During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations training environment (with standard Contoso demo data) free of charge.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world-class instructor with loads of real-life technical experience in D365FO, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Morning break
•Lunch of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits through-out the day.

(Actual offerings vary depending on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Travel
Accommodation
Any certification exams

Intercompany Order Setup and Processing in Microsoft Dynamics 365 for Finance and Operations

This course includes all or part of the topics of below listed Microsoft Courses

81023 Set Up Intercompany Ordering in Microsoft Dynamics 365 for Operations
81024 Process a Purchase Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
81025 Process a Sales Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
81026 Configure Intercompany Agreements in Microsoft Dynamics 365 for Operations
81028 Update and Synchronize an Intercompany Order Chain in Microsoft Dynamics 365 for Operations
81027 Configure Direct Delivery for Intercompany Orders in Microsoft Dynamics 365 for Operations
81029 Process Intercompany Return Orders in Microsoft Dynamics 365 for Operations
81030 Process Intercompany Orders Utilizing Serial and Batch Numbers in Microsoft Dynamics 365 for Operations