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After the vendor agrees to a one year deal not to exceed 1000 televisions, Alicia enters the information into a purchase agreement using the Blanket Purchase Agreement classification, [r]

Microsoft Dynamics® AX 2012

Procurement 2

Chapter Overview

1 Purchase Agreements 80308.09

2 Item Arrival and Registration 80306.04

3 Receipt and Storage 80427.03

4 Vendor Returns 80306.06

Catalog

Chapter 1: Purchase Agreement

Agreement commitment

Product quantity

commitment Commit to purchase a specific quantity of a product The discount on this commitment can be a

specific price and / or discount.

Product value commitment Commit to purchase or sell a specific amount of a

product or procurement category The discount is for a specific discount percentage that will be applied to the order.

Product category value

commitment Commit to purchase in a specific procurement category for a specific amount The discount is for

a specific discount percent which will be applied to the order.

Value commitment Commit to purchase or sell all products,

procurement categories or sales categories for a specific amount The discount is for a specific discount percentage which will be applied to the order.

Lab 1.1: Create Purchase Agreement

Lab Scenario:

Alicia, the Purchasing Agent, is negotiating with the vendor Bright Yellow Services She has requested a special price to purchase 1,000 LCD

televisions over the next year with a unit price of 299.99 USD with an

additional 15 percent discount

After the vendor agrees to a one year deal not to exceed 1000 televisions, Alicia enters the information into a purchase agreement using the Blanket Purchase Agreement classification, the Product quantity commitment type, and an expiration date of one year from today

On the purchase agreement line details Alicia enters the item LCD

televisions, for a quantity of 1000, with a price of 299.99 USD, and a

discount of 15 percent Because the sales agreement is only for 1000

televisions, Nancy selects the Max is enforced check box Alicia needs to

have five televisions of the 50 inch size and color specification with one being released and delivered immediately After the televisions are

purchased, Alicia will follow up on all purchase order agreements

Estimated time: 15 minutes

Lab 1.1: Create Purchase Agreement

Create Purchase Agreement

Create a Release

Order

Type = “Product Quantity Commitment”

Qty = 1000 Discount = 15%

Unit Price = 299.99 USD

 A purchase release order is a purchase order that is released from an existing purchase agreement.

 When you release order lines from a purchase agreement, the

commitment terms specified in the purchase agreement are applied to the purchase order.

Lab 1.1: Data

0001 Youth Accessory Combo Set

0002 Adult Helmet Accessory Combo Set

0003 Signature Mountain Bike Tire

0004 Premium Mountain Bike Tire

0005 Basic Inner Tube

0006 Inner Tube Patches

0007 Full Finger BMX Gloves

0009 Premium Full Finger Gloves

0010 Signature BMX Gloves

Create Purchase Agreement

To create a purchase agreement, follow these steps:

• Open Procurement and sourcing > Common > Purchase orders > Purchase agreements

• On the Purchase agreement list page, click Purchase agreement in the New group of the

Action Pane

• In the Vendor account field, type 8002

• Click Yes to transfer the vendor information

• In the Purchase agreement classification field, select Blanket Purchase Agreement and verify the Default commitment field is Product quantity commitment

• Verify the Effective date field has today's date and in the Expiration date enter a year from

today's date

• Click Line view in the Show group of the Action Pane

• In the Purchase agreements lines FastTab, click Add line

• In the Item number field type 1000 and in the Quantity field enter 1000

• In the Discount percent field type 15 and in the Unit price field type 299.99

• Click Line Details

• Select the Max is enforced check box

• In the Purchase agreement header Fast Tab select Effective in the Status field

• Click Close

Create Release Order

To create a Release order, follow these steps:

• On the Purchase agreement list page highlight the Purchase agreement that you just created

Refresh the page if it is not visible

• Click Release order in the New group of the Action Pane

• On the release order line, in the Site field select "2"

• Enter "5" in the Purchase quantity field on the Lines grid

• Click Create, and then click Close in the Infolog form that provides a message indicating the

purchase order is created successfully

Chapter 2: 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 Arrival

In Microsoft Dynamics AX 2012, the Arrival overview form

is introduced to improve the overview of items expected

to arrive as incoming goods The Arrival overview form is

a tool that is used to estimate and plan the resource

capacity that is required to efficiently handle incoming

goods

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:

Demonstration: Item Arrival

Your instructor will demonstrate how to:

• View expected arrivals

• Start an item arrival

Lab 2.1: 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 2.1: 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

Chapter 3: Receipt and Storage

• Purchase Orders

• Arrival Overview and Item Arrival Journal

• Receipt Registration Requirements

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.

Purchase Order

Purchase orders are the first point used to create, maintain, and request inventory from vendors

This section will examine:

• Purchase Order Status

• Creating a Purchase Order

• Confirming a Purchase Order

• Receiving a Purchase Order

Demonstration: Purchase Orders

Your instructor will demonstrate how to:

1 Create a purchase order

2 Confirm the purchase order

3 Receive the purchase order

15 min

Lab 3.1: Create and Receive a Purchase Order

Lab Scenario

The Contoso Company wants to buy a large quantity of the items 1601, Standard Digital Video Recorder Model 01 and

1604, Standard Digital Video Recorder Model 04

Estimated time: 10 minutes

Lab 3.1: Create and Receive a Purchase Order

• This lab shows how to create and receive a purchase

order

• Create a purchase order for 100 pieces of item 1601 from the vendor 1001 Earth Televisions

• Confirm and then receive the purchase order

• Create a purchase order for 100 pieces of item 1604 from the vendor 1002 Wind Televisions

• Confirm and then receive the purchase orders

Estimated time: 10 minutes

Arrival Overview and Item Arrival Journal

You can manually create item arrival journals or

you can use the Arrival overview form to search for orders and then group the orders into one Item

Arrival journal to be processed together.

This section will examine:

Demonstration: Item Arrival Process

Your instructor will demonstrate how to:

1 Start an item arrival from the Arrival overview form.

2 Register the arrivals

3 Receive the purchase order

15 min

Lab 3.2: Manage Item Arrivals

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 into 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: 15 minutes

Lab 3.2: Manage Item Arrivals

This lab shows how to create a purchase order and process

the receipt by using the Arrival overview form.

• Create the purchase order in Procurement and sourcing

> Common > Purchase orders > All purchase orders

• Open Inventory and warehouse management >

Periodic > Arrival overview and use the Arrival

overview form to start and register the product arrival

• Post the product receipt from the Arrival overview form

Estimated time: 15 minutes

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:

• Registration through a Purchase Order Line

• The Registration Form

• Processing a Registration

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

5 min

Chapter 4: 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:

Use a negative quantity A purchase order line for an

item with a negative quantity.

Copy the original purchase

order The the original purchase invoice.credit note is created from

Returned order purchase type The purchase order type is

selected as Returned order and not as a purchase order.

Lab 4.1: 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 4.1: Working with Vendor Returns

• Your task is to return the defective items with reference to the same PO

Lab 4.2: 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 4.2: 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