Intercompany Setup and Order Processing in Microsoft Dynamics® AX 2012 (80422A)

This two day Instructor Led Training (ILT) course provides students with the knowledge and skills to set up and use the Intercompany functionality in Microsoft Dynamics® AX 2012.
The topics covered in the course include basic setup of intercompany relations, basic and advanced workflows, and return orders in Intercompany. Additionally, it introduces the synchronization of batch and serial numbers, and the setup of security roles, amongst other intercompany specific areas of functionality. 

Audience Profile
This course is intended for:
  • IT- Professionals who have a moderate understanding of the Microsoft Dynamics® AX 2012 supply chain. 
  • IT-Professionals who set up Intercompany processes between companies throughout the customer's supply chain.
  • Customers who have a moderate knowledge of the supply chain in Microsoft Dynamics® AX 2012 and an excellent understanding of their own logistic processes which the customer might want to manage with the Intercompany functionality.
Before attending this course, students must have attended the following courses:
  • Supply Chain Foundation in Microsoft Dynamics® AX 2012
  • Distribution and Trade in Microsoft Dynamics® AX 2012
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.
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Course Outline

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.
  • 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.
  • Introduction
  • Action Policies
  • Order Agreements
  • Value Mapping
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.
  • 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.
  • 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.
  • 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. 
  • 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.
  • 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.
  • 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.
  • 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. 
  • 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