Transcript Microsoft Dynamics® AX 2012 Procurement Chapter Overview • • • • • • Procurement Process Requisition 80308.06 Purchase Order 80308.07 Item Arrival and Registration 80306.04 Receipt and Storage 80427.03 Vendor Returns 80306.06

Microsoft Dynamics® AX 2012
Procurement
Chapter Overview
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Procurement Process
Requisition
80308.06
Purchase Order
80308.07
Item Arrival and Registration
​80306.04 ​
Receipt and Storage
​80427.03
Vendor Returns
80306.06
Terms
Term
Description
Vendor / Supplier
Nhà cung cấp
Product
Mặt hàng
PR
Purchase Requisition
(Phiếu yêu cầu mua hàng)
PO
Purchase Order
(Đơn đặt hàng)
Hợp đồng nguyên tắc
Purchase Agreement
Catalog
Procurement Process
Purchase Requisitions
Purchase Requisitions Status
Status
Description
Draft
The purchase requisition is created, but is not yet submitted to
workflow, or the purchase requisition is recalled from workflow.
In review
The purchase requisition is submitted to workflow.
Rejected
The purchase requisition is rejected.
Approved
The purchase requisition is approved in workflow.
Cancelled
The purchase requisition is canceled.
Closed
The purchase requisition is completed and a purchase order is
created.
Lab: Create Purchase Requisition
Scenario
• Ken, the Controller at Contoso requires a few new
projectors, project lamps, and file cabinets for his
department as a part of renovations in the corporate
office. Some information on the required products shows
in the following table.
Item
number
Description
Qty
Unit
Purchase
price
Vendor
1501
LCD Video Projector
Model 01
2
Ea
365.00 USD
9002
1507
Lamp for LCD Video
Projector Model 01
4
Ea
270.00 USD
9002
Purchase Orders
The objectives are:
• Review the various forms and list pages for working with purchase
orders
• Set up purchasing parameters
• Create a purchase order and add lines to it
• Process a purchase order
• Generate a purchase order receipts list and product receipt
• Review the change management process and set up the system for
change management
• Review additional tasks that can be completed for a purchase order
• Review the list pages and inquiries that are available for purchase
orders
Flow for a purchase order
• through Microsoft Dynamics AX 2012
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Purchase Order Process
Item Receipt Process
The Item Receipt Process figure shows the process in Microsoft Dynamics®
AX 2012 for the receipt of items. The oval circles indicate the inventory
statuses.
All Purchase Order List Page
Purchase Order Line View
Purchase Order Header View
Purchase Order Types
When you create a new Purchase order, Microsoft
Dynamics AX 2012 offers several options on the
Create Purchase order form.
• There are three Purchase order types to select
from, depending on the process or action that the
user needs:
• Journal
• Purchase order
• Returned order
Purchase Order Statuses
A purchase order can have several statuses that indicate how far the selected order is in the
purchase order process.
• Open order
• Received
• Invoiced
• Canceled
“Approval Statuses” of a Purchase order:
• Draft
• In Review
• Rejected
• Approved
• Confirmed
• Finalized
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Purchase Order Document Statuses
. In addition to the Status on the purchase order's header, each line of the order can
also have a status.
• Open order
• Received
• Invoiced
• Canceled
. each purchase order has a document status that indicates which documents are
generated for a selected purchase order.
• None - no documents are generated for the order.
• Product receipt - at least one product receipt is generated for the
order.
• Invoice - at least one product receipt is generated for the order.
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Create a Purchase Order
a Purchase order can be created:
- manually
- from a Purchase Requisition
- from a Sales order
Demonstration:
1. demonstrate how to create a purchase order.
2. demonstrate how to add a line to purchase order.
3. demonstrate how to enter details about a purchase
order.
5 min
Confirm a Purchase Order (PO)
create purchase order -> confirm PO -> sent to the vendor to notify them
of the intent to purchase the goods.
Demonstration: demonstrate how to Confirm a purchase order
5 min
Lab: Create Purchase Order
Lab Scenario
• You are a new purchasing agent at Contoso Entertainment Systems.
You are in training all day, and the trainer has left you with the following
purchase order to create.
• One Purchase order for Fog Projectors to be delivered on 9/10/2011.
• 20 pieces of item number 1507 to be delivered to Warehouse 2
• One piece of item number 1707 to be delivered to the Quality Testing
Center, that is located at 123 S. Main Street, New York, NY 10006
Estimated time: 15 minutes
Purchase Order Documents
When you generate a document for a purchase order, Microsoft
Dynamics AX 2012 updates the order according to the stage it has
reached in the order cycle:
•the receipt list: —> Not required
• Does not change the status of a purchase order or
create any inventory transactions
• Provides a means for checking and validating
shipments before accepting the order
•product receipt:
• Creates a physical inventory transaction.
• Makes the items available if they are stocked products.
• Updates the sub ledger, if the Post to general ledger
parameter is selected.
• If all items on a given purchase order are received, the 21
purchase order Status field changes to Received.
Product Receipt
Demonstration: Demonstrate how to
1. generate a product receipt.
2. generate a partial product receipt
3. Cancel a Product Receipt
4. Correct a Product Receipt
5 min
Change Management
Change management enables you to:
• Track changes for approval on all or some
purchase orders
• Create one draft version of a single purchase order
at a time
Approval Statuses
Status
Description
Inventory
Used without
transactions exist change
management
Used with change
management
Draft
Status of the order while you create the purchase
order before the Submit button is clicked.
No
No
Yes
In process
Status of the order after you click Submit.
No
No
Yes
Approved
Status of the order after the workflow is approved. Yes
When you do not use change management, this is
the default status for the order. Inventory
transactions are created when the order reaches
this status.
Yes
Yes
Confirmed
Status of the order after the purchase order is
confirmed.
Yes
Yes
Yes
Change Management Process
A sample Change Management process consists of
the following steps:
1. The requester creates a purchase order.
2. The requester submits the purchase order for approval.
3. The task user reviews and updates the accounting
distributions for the purchase order, if it is necessary.
4. The approver reviews, changes, or compares purchase
order versions.
5. The approver accepts, rejects, or requests changes to
the purchase order.
Purchase Order List pages
• List pages: are specific to POs
• Procurement and sourcing > Common >
Purchase orders.
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Purchase Order Inquires
• are used to view data
• Procurement and sourcing > Inquiries.
Inquiry form
Open purchase order
lines
Description
overview of the purchase order lines that were
not executed and that have open order status
—> PO lines was not received and invoiced
Confirmation
see the result of each purchase order
confirmation
Receipts list
see the result of each purchase order receipts
lists.
Product receipt
see the result of each purchase order product
receipt.
a
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Purchase Order Process
Item Receipt Process
The Item Receipt Process figure shows the process in Microsoft Dynamics®
AX 2012 for the receipt of items. The oval circles indicate the inventory
statuses.
Item Arrival Registration
Item Arrival and Registration introduces the features
that support receiving items in a company.
• In addition, it will cover how to perform the following
tasks in Microsoft Dynamics AX 2012:
• Set up requirements to registration before you add an
item in to inventory.
• Set up the Arrival overview form.
• Perform item arrival.
Item Registration Setup
• Item Model Groups Form
• The Item model group controls the product's registration
requirements.
• Inventory and warehouse management > Setup > Inventory
> Item model groups.
Item Arrival
In Microsoft Dynamics AX 2012, the Arrival overview form:
• displays the overview of items expected to arrive as incoming
goods and the date they are expected to arrive
• is a tool that is used to estimate and plan the resource
capacity that is required to efficiently handle incoming goods.
• Inventory and warehouse management > Periodic >
Arrival overview
Scenario
• Sammy, who is responsible for shipping and receiving, needs a satisfactory
overview of the expected incoming items. This includes when to expect them.
When items arrive, he can efficiently match the information that arrives with
the items to the receiving information in the system.
Arrival Overview
• Arrival Overview Form:
Managing Item Arrivals
• several separate tasks will typically be performed
by different users:
• View Expected Arrivals
• Start Arrivals
• Register Arrivals
• Update Arrival Information and Confirm a Product
Receipt
• Generating the Product Receipt from the
Purchase Order
5 min
• Demonstration:
• demonstrate how to do above tasks
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Lab: Manage an Item Arrival
Lab Scenario
You are a warehouse worker at Contoso and need an overview of the expected
arrivals so that you can plan today's work. You are responsible for receiving
products in to the inventory and must complete the product receipt by using the
Arrival overview form.
A prerequisite for this lab is to create a purchase order with one piece of item
number 1552, Installation Manual for Projectors, for arrival today from vendor
1101.
Estimated time: 10 minutes
Lab: Manage an Item Arrival
• Create a purchase order for one piece of item number 1552,
Installation Manual for Projectors, for arrival today from vendor
1101.
• View the expected arrivals for today.
• Start the product arrival.
• Register the receipt of the product.
• Update the vendor product receipt information and generate the
product receipt.
Receipt Registration Requirements
Registration records the inventory receipts. There are
set ups and options that need to be selected to make
sure that this action happens as you expect.
This section will examine:
1. Registration based on a Purchase Order Line
• through the purchase order line
• through the item arrival journal
2. The Registration Form
3. Processing a Registration
Receipt Registration Requirements
1. The Registration Form
• use the Ordered and Remainder fields to keep track
the status during recordings
• can use the Split function to split the receipt
transaction.
• transactions can be created automatically or manually
3. Processing a Registration
• The inventory status for the inventory transaction
changes to Registered
• The item is now registered and is ready for invoice
updating
Demonstration: Registration through a Purchase Order Line
When you register items on a transaction, you can specify
any inventory dimensions such as batch number, serial
number, or warehouse. The following demonstration shows
how to register an item with a serial number.
• Registration through a purchase order line.
5 min
Vendor Returns
The objectives of the Vendor Returns chapter are:
• Create a vendor return by using a negative quantity, the
create credit note feature, and the purchase order type
returned order.
• Return a group of items with multiple serial and batch
numbers to a vendor.
Vendor Returns
• Companies frequently return items to their suppliers
when, for example, the goods are the wrong
size/color, the expiration date has passed, or the
goods are damaged during transportation or
because of a wrong handling.
• In Microsoft Dynamics AX 2012, vendor item
returns are handled like purchase orders, as they
involve transactions in the Inventory management,
General ledger, Procurement and sourcing and
the Accounts payable modules.
Create Vendor Returns
Certain modules are affected for purchase orders and
returns when you use the Vendor Returns feature:
Create Vendor Returns
• Methods to create vendor returns:
Method
Descriptions
Use a negative quantity
A purchase order line for an item with a
negative quantity.
Copy the original purchase order
The credit note is created from the original
purchase invoice.
Returned order purchase type
The purchase order type is selected as
Returned order and not as a purchase order.
Lab: Working with Vendor Returns
Lab Scenario
Contoso Entertainment Systems regularly orders lamps for LCD Video Projector Model
02, item number 1508, from vendor 1103, Fog Projectors.
After discussing the matter with the vendor, it is agreed that the defective items will be
returned with reference to the same PO.
• A negative line is added to the PO for (minus) 10 of item 1508.
• The product receipt is generated and the defective items are returned to the vendor.
Estimated time: 8 minutes
Lab: Working with Vendor Returns
• Your task is to return the defective items with reference to
the same PO.
Lab: Complete a Vendor Return Using Retuned Order Type
Lab Scenario
The purchasing agent at Contoso Entertainment Systems has contacted
vendor 1103, Fog Projectors for a Returned Merchandize Authorization
(RMA) number for batch 000003 of item number 1706, to approve the
return. This item did not pass the quality control.
The return must have a batch number identification to be accepted by the
vendor. Fog Projectors provides the purchasing agent with the RMA
number AS2512 and you will use your generic invoice number of INV123.
Estimated time: 10 minutes
Lab: Complete a Vendor Return Using Retuned Order Type
• Create a Purchase order with the order type Returned
order by using the specifications that is written in the
scenario.
• Make a reservation for batch number 00003.
• Post the invoice.
Assignment
1. Create 3 PR, 3 PO (create from PR or create manually)