Transcript Working with MS Dynamics AX 2012 Contents Sales Quotations Sales Orders Distribution Item Reservation Customer Returns.

Working with MS
Dynamics AX 2012
Contents
Sales Quotations
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Sales Orders
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3
4
5
Distribution
Item Reservation
Customer Returns
Contents
Sales Quotations
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Sales Quotations
Request
Quotation
Customer/Prospect
Sales team
Review sales order processing
Sales Quotations (cont)
MAIN STEPS
SQ Setup
Creating SQ
Template
Creating
SQ
Confirm
SQ
Convert
SQ to SO
Sales Quotations (cont)
• Click
Sales
Quotations>All
Quotation
and
Marketing>Common>Sales
Quotations> Button New/Sales
Sales Quotations (cont)
Creating a quotation:
• Create header information about the quotation in the
Header view of the Quotation form.
• Create the individual lines in the Line view of the
Quotation form.
Sales Quotations (cont)
Status
Definition
Created
When the sales quotation is originally generated, the status is set to created.
Sent
The Quotation is generated. On the Sales quotation form, from the Quotation tab in the
Action Pane, click Send quotation in the Generate group. This opens the Send quotation form,
where you can generate a printed quotation.
Confirmed
The quotation is confirmed and converted to a sales order. The confirmation date is inserted
into the quotation and the quotation is closed for editing. From the Follow up tab in the Action
Pane, click Confirm in the Status group. This opens the Confirm quotation form.
Lost
The quotation is lost and a different company won the quote. From the Follow up tab in the
Action Pane, click Lost in the Status group. This opens the Lose quotation form, and when it is
complete updates the status to lost and is closed for editing.
Canceled
The quotation is canceled because the customer no longer needs the goods requested. From
the Follow up tab in the Action Pane, click Cancel in the Status group. This opens the Cancel
quotation form, and when it is complete updates the status to canceled and is closed for
editing.
Sales Quotations (cont)
• Confirm a Sales Quotation
• Sales order is created.
• All values from the sales quotation are copied to
the sales order.
• A reference to the sales quotation is inserted in
the sales order.
• The confirmation date is inserted in the sales
quotation.
• The Quotation status is set to Confirmed.
• The sales quotation is closed for editing.
• A quotation confirmation journal record is
created.
Sales Quotations (cont)
• Periodic Updates : Sales quotations can be
updated in mass
• Quotation – Sales quotations can be printed in mass
• Confirmation – Sales quotations can be confirmed
in mass
• Quotation lost – Sales quotations can be lost in mass
• Quotation canceled – Sales quotations can be
canceled in mass
• Mass create quotations – Sales quotations can be
created in mass
Sales Quotations (cont)
• Print Quotation
• Prints from the Quotation option from the Sales
quotation form
• Creates a quotation journal record
• Deleting Sales Quotations
• Delete one at a time
• Delete in mass
Sales Quotations (cont)
• Demonstration how to process a sales
quotation
Sales Quotations (cont)
• Lab 1: Create a SQ and convert it to SO
• Lab 2: Create a SQ template (option)
• Lab 3: Mass create SQ (option)
(Picking lab in exercise book)
Sales Quotations features
• Copy From All
• Copy a whole sales quotation or pieces from
various sales quotations.
• Trade Agreements and Supplementary Items
• Allows for the setup of discounts and prices for
sales quotations
• Options:
•
•
•
•
•
Sales price
Line discount
Multiline discount
Total discount
Supplementary sales items
Sales Quotations features (cont)
• Multiple Ship To Addresses
• Delivery address defaults from the customer’s
address
• Quotation delivery address can be changed to the
customer’s alternative address
• Delivery address can be designated by the sales
quotation line item
• Include Quotations in Master Scheduling
• Make sure items in sales quotations are in stock if
quotations are won
• Include Quotation check box
• Price Simulation
• Create a price simulation for a selected quotation
Contents
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Sales Orders
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Sales Order
Sales team
Customer
Sales Order (cont)
SO list page
Sales Order (cont)
SO line view
Sales Order (cont)
SO header view
Sales Order (cont)
SO Type
Definition
Journal
Use as a draft; it has no effect on stock quantities and does
not generate item transactions. Order journal lines are not
included in master scheduling.
Subscription
Use for recurring orders. When the order is invoiced, the
order status is set automatically to open order. Quantity
delivered invoiced and remaining deliveries are updated.
Sales Order
Use when the customer actually places or confirms an order.
Returned
order
Use when the customer returns items to stock. A return-item
number (RMA number) is assigned automatically and can be
viewed on the Other tab.
Item
requirements
Created automatically when you make an item sale through a
Project module. The project number can be seen in the Project
column.
Sales Order (cont)
SO Status
Definition
Open
When the sales order is originally generated, the
status is set to created.
Delivered
The order is delivered completely to customer.
Invoiced
The order is confirmed by customer and invoiced.
Canceled
The order is canceled.
Sales Order (cont)
• Demonstration how to create a Sales Order
Sales Order (cont)
• Lab 4: Create a SO
(Picking lab in exercise book)
Sales Order (cont)
The Multiple ship to functionality enables users to
specify delivery addresses for each order line
instead of only according to the order header.
• Use the Multiple ship to functionality to:
• Specify multiple customer delivery addresses on sales
order lines.
• Copy addresses that are manually entered on the
sales order into the Alternative addresses table for
reuse later.
• Select if sales order documents are printed for each
delivery address or for each order.
Sales Order (cont)
Enhanced Delivery Date Control examines:
• Various levels at which the delivery date control
can be enabled.
• The range of factors to include in the delivery
data calculation to give you the most accurate
delivery date.
• Using the Available dates functionality to
simulate different delivery scenarios and accept
or reject calculated delivery dates.
Sales Order (cont)
Sales Order (cont)
The things to consider when you are
calculating the earliest possible delivery date
are:
• Delivery date control method: None, Sales lead
time, ATP, ATP + Issue margin or CTP
• Coverage calendar
• Order deadlines
• Transport time
• Transport calendars
• Customer receipt calendars
Sales Order (cont)
Fallback Warehouse
• The Transport form is controlled based on warehouse
and not site.
• The Fallback warehouse for site form is introduced in
Microsoft Dynamics AX 2012, where you can specify a
fallback warehouse for a site.
• This means that if only the site is specified on a
sales order line, the necessary information for the
Transport form is pulled from the fallback
warehouse for that specific site instead.
Sales Order (cont)
• The purpose of the Supply overview form in
Microsoft Dynamics AX 2012 is to provide an
overview of the available supply—beyond the
default supply option—and to enable the user to
view and compare the alternatives for supplying
items that the customer requires at the time he or
she specified.
• Other locations include the following:
• Sites other than the one making the delivery
• Vendors that are not typically used
• Alternative ways of producing the item
Sales Order (cont)
Sales Order (cont)
The Available ship and receipt dates form provides
an immediate and clear warning if you can
deliver a sales order in time to meet the
customer's requirements.
• In the Available ship and receipt dates form,
perform the following:
• View the dates on which you can/cannot ship a sales
order in the upper part of the form and the reason
why the date is unavailable, for example, if the
shipping date falls on a closed date in the transport
calendar.
• Resolve the problem, for example, change the mode of
delivery for the order.
Sales Order (cont)
• The delivery date control feature allows for
the possibility of specifying order entry
deadlines for each site and the consideration
that sites might be located in different time
zones.
• This deadline in Microsoft Dynamics AX 2012
is named Order entry deadline.
Sales Order (cont)
• Example : different order entry deadline for
each site.
• A company consists of two sites. The sites are
located in two time zones.
Site A
Site B
California
Florida
Pacific Standard Time (PST)
Eastern Standard Time (EST)
Sales Order (cont)
• Site A and B have defined the following order
entry deadlines
Order Entry Deadlines Site PST
A
Order Entry Deadlines – Site EST
B
Monday
13.00
Monday
14.00
Tuesday
13.00
Tuesday
14.00
Wednesday
13.00
Wednesday
14.00
Thursday
13.00
Thursday
14.00
Friday
13.00
Friday
14.00
Sales Order (cont)
• Demonstration how to set order entry
deadline
Sales Order : Direct Delivery
Sales Order : Direct Delivery
• The advantages over the traditional nondirect delivery distribution supply chain are:
• Reduced time from when you create sales orders
to the delivery to the customer.
• No inventory carrying or labor costs because the
items never physically enter inventory.
• Reduced transportation costs because the items
go directly from the vendor to the customer.
• Reduced administration time and less chance of
order entry error because purchase orders are
directly created from the sales order and there is
a single point to update delivery/receipt of orders.
Sales Order : Direct Delivery
• Lab 5 Make a direct delivery
• (Picking lab in exercise book)
Sales Order (cont)
Sales team
Customer
Sales Order (cont)
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Distribution
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Distribution
Distribution (cont)
• Picking Process
• Picking Routes
• Deliver Picked Items
• Shipment Process
Distribution (cont)
• The Shipping Process figure shows the
process in Microsoft Dynamics® AX 2012 for
shipping items. The oval circles show the
inventory statuses.
Distribution (cont)
Distribution (cont)
• The Release sales order picking functionality
helps warehouse employees gain an overview
of the sales orders that are to be released for
picking, based on actual availability of items
and considering customer service priority.
• By using this platform for the picking
process, you are ensured that only picking
lists for items in stock are created.
Distribution (cont)
Distribution (cont)
• Demonstration how to release sale order
picking?
Distribution (cont) - picking list
registration
• You can set up a pick to be automatically
registered by selecting Completed in the
Picking route status parameter in the
Account receivable parameters.
• Automatic registration of a pick means that a
sales order can continue to the Packing slip
update after you post the Picking list because
the Picking list registration step is
automatically completed.
Distribution (cont) - picking list
registration
Items that require a manual documentation of
dimension values, such as serial or batch
numbers, follow a one-step or two-step
picking process. (research by yourself)
• The manual one-step process:
• Use this process when you know the dimension values at
the time of picking and can specify them during the pick
process. The process involves registering the actual
dimension values when you post the pick.
• The manual two-step process:
• Enables you to assign a picking task and then perform the
physical pick. The two-step process will be covered in the
Microsoft Dynamics AX 2012 Warehouse Management
course.
Distribution (cont) - picking list
registration
• Serial and batch numbers are inventory
storage dimensions and can only be allocated
to items, where the Inventory dimension
group allows for it.
• When the dimension values Serial number
and Batch number are enabled, you must
specify them when picking, unless Blank issue
allowed is enabled for the storage dimension.
Distribution (cont)
• Lab 6: Item Picking Registration (Picking
lab in exercise book)
• Automatically
• Manual (option)
Distribution (cont)
• During the picking process, you can work with a
transaction in the Pick form.
• To enable the attribution of various Inventory
dimension values, a picked line can be:
• Reversed
• Edited
• Split
• To update a pick on a sales line, you must first
reverse the transaction.
Distribution (cont)
Sales Order (cont)
• Demonstration how to
• Edit a pick.
• Reverse a pick.
• Split a pick
Distribution (cont)
• Lab 7: Edit, Reverse, and Split and Pick
• (Picking lab in exercise book)
Review
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Item Reservation
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Item Reservation
Scenario
The Contoso Company processes hundreds of
sales orders every day. The sales order processors
confirm that sufficient inventory is on-hand to
satisfy each order as they record the orders. To
make sure that the inventory sold is available
when the order is picked, they use the Microsoft
Dynamics AX 2012 reservations functionality. In
this manner, the item(s) is reserved from the time
of sale onward, and the sales order processors can
confirm the order and delivery date at the time of
sale.
Item Reservation (cont)
Item Reservations is a process that enables users
to perform the following:
• Manual reservations, Automatic reservations, and
Explosion reservations from a sales order.
• View reservation information from the Items form
and from the Sales order form.
• Lock reservations.
• Cancel and change reservations.
• Pick reserved serialized items.
Item Reservation (cont)
Reasons for viewing reservations:
• Answer questions about available items
• Inquire about delivery dates
• View requirements for new purchases
• View how items, on-hand or ordered, are
reserved for various orders
Item Reservation (cont)
Reservation
type
Description
Manual
Manual reservations are performed in the Reservation form.
Open this form from the sales order or purchase order line.
Automatic
Automatic reservations reserve inventory automatically upon
creating order lines. Inventory is reserved in the order that the
order lines are created. For BOMs, the reservation is on the
BOM item number, not on the components which make up the
BOM.
Explosion
The Explosion reservation option works according to the set up
for master planning coverage for the item. Whether a
reservation is made on existing on-hand or ordered items, or a
planned order is created to cover the requirement depends on
the coverage settings for the item.
Item Reservation (cont)
Scenario
One of Contoso Company's customers, Graphic Design
Training Center, has called to order 40 pieces of the Standard
DVD Player - Black (1701).
Graphic Design Training Center wants to verify the delivery
of 20 pieces due in a week. The rest is to be shipped a month
later.
The Contoso Company has a business process where no
automatic reservation is made. Because of this, the sales
order clerk must reserve the first 20 DVD players from
current on-hand inventory to guarantee the customer's first
delivery request. After you create the order, confirm the
order is correct by viewing the transaction lines.
Item Reservation (cont) :
Automatic
• Oldest lot is Reserved First
• Can reserve more than on-hand (Inventory
Management Parameters)
• Control reservations for orders with the
status ‘Ordered’ by date (Item Model Group)
• LIFO – Backward from delivery date
• FIFO – Date-controlled
Item Reservation (cont) :
Automatic
Reservation of batchs
Item Reservation (cont) :
Automatic
Date controlled
Item Reservation (cont) :
Automatic
Backward from ship date
Item Reservation (cont) :
Automatic
Lab 8: Automatic Reservation
(Picking lab in exercise book)
Item Reservation (cont) :
Manual
Research by yourself
Lab 9: Manual Reservation (option)
(Picking lab in exercise book)
Item Reservation: Explosion
Item Reservation: Explosion
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Customer Returns
Customer returns
• A customer can return an item to a company
for various reasons. For example, it might be
defective or not fulfill the customer's
expectations.
• The return process begins when you receive a
request from a customer to return an item.
Customer returns (cont)
• Returns can be categorized according to return
reasons or methods of disposition, and specific
charges can be combined with the various return
categories.
• Applying reason codes on returns can help
simplify the analysis of return patterns. The
reason codes are set up to determine why a
customer wants to return item(s). Some
companies can have many reason codes and will
group the reason codes for better overview and
for accumulated reporting.
Customer returns (cont)
Customer returns (cont)
• Disposition codes are also a part of the
customer returns setup. They determine what
will happen to the returned items from both a
physical and a financial perspective. The
available options are defined by the
disposition actions.
• As part of the item arrival and inspection, a
disposition code will be assigned to the
returned goods.
Customer returns (cont)
Customer returns (cont)
• Microsoft Dynamics AX 2012 has six predefined
disposition actions that define the combination of
the following:
• The physical handling of the returned item.
• The financial effect of the return transaction.
• If a replacement item must be sent to the customer.
• The Disposition actions and definitions are
provided in the following table.
Customer returns (cont)
Disposition Code
Definition
Credit
Return the item to inventory, then credit the customer.
Credit only
Credit the customer and do not return the item.
Or, if the customer scraps the item, credit the customer.
The Credit only disposition action is available from the
Return order form only, as part of when you create the
Return order.
Scrap
Scrap the item, then credit the customer.
Replace and scrap
Scrap the item, create a replacement order, then credit
the customer.
Replace and credit
Return the item to inventory, create a replacement
order, then credit the customer.
Return to customer
Reject the returned item, and return it to the customer.
Customer returns (cont)
The Return order is much like a Sales order
and is also characterized by a status that
indicates what is processed on the Return
order. The statuses are:
•
•
•
•
.
Created
Open
Invoiced
Canceled
Customer returns (cont)
.
Customer returns (cont)
• Demonstration how to process a customer
returns
Customer returns (cont)
Lab 10 Create a Return Order
(Picking lab in exercise book)
Customer returns (cont)
• You can use the Item arrival journal to register
the receipt of items from customers. You can
create an item arrival journal manually, or by
using the Arrival overview form.
• When the status of the Return order in the
Arrival overview form is Completed, it means
that journals are created and are ready to be
registered.
• You can select to:
• Send the returned items to quarantine.
• Apply a disposition code.
• Split an arrival registration.
Customer returns (cont)
• Lab 11 Process a return Order
• Lab 12: Generate the Packing Slip and
Invoice for the Return Order (option)
(Picking lab in exercise book)
Customer returns: Replacement
• If a customer returns an item that is defective or
incorrect, you can create a Replacement order to
use to send the new items to the customer.
• Replacement orders are usually created after a
product is returned and inspected. However,
when an item must be replaced before it is
returned, or when the original item will not be
returned, you can create a Replacement order
immediately after you create a Return order.
Replacement (cont)
• Demonstration how to process a replacement
order
THE END
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