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<b>Microsoft Dynamics</b>

<b>®</b>

<b> AX 2012</b>

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Chapter Overview

1. Purchase Agreements 80308.09

2. Item Arrival and Registration 80306.04

3. Receipt and Storage 80427.03

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Terms

Term Description

Vendor / Supplier Nhà cung cấp

Product Mặt hàng

PR Purchase Requisition

(Phiếu yêu cầu mua hàng)
RFQ Request for Quotation

(Đơn hỏi giá)

PO Purchase Order

(Đơn đặt hàng)

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Chapter 1: Purchase Agreement

<b>Agreement commitment </b>

<b>types</b> <b>Definition</b>

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,

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Lab 1.1: Create Purchase Agreement
<b>Lab Scenario:</b>

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

<b>televisions, Nancy selects the Max is enforced check box. Alicia needs to </b>
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.

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Lab 1.1: Create Purchase Agreement

<b>Create Purchase </b>
<b>Agreement</b>

<b>Create a Release </b>
<b>Order</b>

<b>Type = “Product Quantity Commitment”</b>
<b>Qty = 1000</b>

<b>Discount = 15%</b>

<b>Unit Price = 299.99 USD</b>

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

<b> When you release order lines from a </b>
<b>purchase agreement, the </b>

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Lab 1.1: Data

<b>Product</b> <b>Description</b>

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

0008 Mesh BMX Gloves

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Create Purchase Agreement

To create a purchase agreement, follow these steps:

• <b>_{Open Procurement and sourcing > Common > Purchase orders > Purchase agreements.}</b>

• <b>_{On the Purchase agreement list page, click Purchase agreement in the New group of the}</b>

Action Pane.

• <b>_{In the Vendor account field, type 8002.}</b>
• <b>_{Click Yes to transfer the vendor information.}</b>

• <b>_{In the Purchase agreement classification field, select Blanket Purchase Agreement and verify}</b>

<b>the Default commitment field is Product quantity commitment. </b>

• <b>_{Verify the Effective date field has today's date and in the Expiration date enter a year from}</b>

today's date.

• <b>_{Click Line view in the Show group of the Action Pane.}</b>

• <b>_{In the Purchase agreements lines FastTab, click Add line.}</b>

• <b>_{In the Item number field type 1000 and in the Quantity field enter 1000.}</b>
• <b>_{In the Discount percent field type 15 and in the Unit price field type 299.99.}</b>
• <b>_{Click Line Details.}</b>

• <b>_{Select the Max is enforced check box.}</b>

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Create Release Order

To create a Release order, follow these steps:

• <b>_{On the Purchase agreement list page highlight the Purchase agreement that you just created.}</b>

Refresh the page if it is not visible.

• <b>_{Click Release order in the New group of the Action Pane.}</b>
• <b>_{On the release order line, in the Site field select "2".}</b>

• <b>_{Enter "5" in the Purchase quantity field on the Lines grid.}</b>

• <b>_{Click Create, and then click Close in the Infolog form that provides a message indicating the}</b>

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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.

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Item Registration Setup

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Item Arrival

<b>In Microsoft Dynamics AX 2012, the Arrival overview form </b>
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.

<b>Scenario</b>

• _{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

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Arrival Overview

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Demonstration: Item Arrival

Your instructor will demonstrate how to:
• _{View expected arrivals.}

• _{Start an item arrival.}
• _{Register arrivals.}

• _{Update arrival information and confirm a product}
receipt.

• _{Generate a product receipt from a purchase order.}

<b>5 min</b>

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Lab 2.1: Manage an Item Arrival

<b>Lab Scenario</b>

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
<b>using the Arrival overview form. </b>

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.

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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}

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Chapter 3: Receipt and Storage

•

Purchase Orders

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Item Receipt Process

The Item Receipt Process figure shows the process in Microsoft

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Purchase Order

Purchase orders are the first point used to create,

maintain, and request inventory from vendors.

This section will examine:

•

Purchase Order Types

•

_{Purchase Order Status}

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Demonstration: Purchase Orders

Your instructor will demonstrate how to:
1. Create a purchase order.

2. Confirm the purchase order.
3. Receive the purchase order.

<b>15 min</b>

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Lab 3.1: Create and Receive a Purchase Order

<b>Lab Scenario</b>

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.

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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.}

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<b>Arrival Overview and Item Arrival Journal</b>

You can manually create item arrival journals or

<b>you can use the Arrival overview form to search </b>

<b>for orders and then group the orders into one Item </b>

<b>Arrival journal to be processed together.</b>

This section will examine:

•

_{Modes of Handling}

•

_References

•

_{Put Items Away}

•

_{Arrival Overview}

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Demonstration: Item Arrival Process

Your instructor will demonstrate how to:

<b>1. Start an item arrival from the Arrival overview form.</b>
2. Register the arrivals

3. Receive the purchase order.

<b>15 min</b>

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<b>Lab 3.2: Manage Item Arrivals</b>

<b>Lab Scenario</b>

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

<b>Arrival overview form. </b>

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.

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<b>Lab 3.2: Manage Item Arrivals</b>

This lab shows how to create a purchase order and process
<b>the receipt by using the Arrival overview form.</b>

• <b>_{Create the purchase order in Procurement and sourcing}</b>

<b>> Common > Purchase orders > All purchase orders. </b>

• <b>_{Open Inventory and warehouse management >}</b>

<b>Periodic > Arrival overview and use the Arrival </b>

<b>overview form to start and register the product arrival. </b>

• <b>_{Post the product receipt from the Arrival overview form.}</b>

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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}

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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.}

<b>5 min</b>

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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}

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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

<b>they involve transactions in the Inventory </b>

<b>management, General ledger, Procurement </b>

<b>and sourcing and the Accounts payable </b>

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Create Vendor Returns

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

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Lab 4.1: Working with Vendor Returns
<b>Lab Scenario</b>

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.

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Lab 4.1: Working with Vendor Returns

• _{Your task is to return the defective items with reference to}

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Lab 4.2: Complete a Vendor Return Using Retuned Order
Type

<b>Lab Scenario</b>

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.

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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.

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