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80316 Project Essentials in Microsoft Dynamics AX 2012

New Horizons Computer Learning Centers
Training overview
2 days
Next start date: Contact for info. - United States of America

Course description

This course provides students with the knowledge and skills to set up the Project management and accounting module of Microsoft Dynamics AX. It also shows students how to create project transactions. The course focuses on the basic project functionality.

Course Outline

Working with Projects

  • Overview
  • Project Details
  • Project Group
  • Project Numbering
  • Project Hierarchies
  • Report Sort Fields
  • Work Breakdown Structure
  • Project Copy Wizard
  • Project Stages
  • Lab : 1.1
  • Lab : 1.2
  • Lab : 1.3
  • Lab : 1.4
  • Lab : 1.5

Understanding Project Types

  • Project Types
  • Time and Material Projects
  • Processing a Time and Material Project
  • Time and Material Project Example
  • Fixed-Price Projects
  • Fixed-Price Project Example
  • Internal Projects
  • Cost Project Example
  • Time Projects
  • Investment Projects
  • Project Groups
  • Lab : 2.1
  • Lab : 2.2
  • Lab : 2.3

Working with Project Transactions

  • Transaction Types
  • Categories and Category Groups
  • Project Pricing
  • Line Properties
  • Hour Transactions
  • Hours Journal
  • Expense Transactions
  • Expense Journals
  • Invoice Journals and Invoice Registers
  • Free Text Invoices
  • Item Transactions
  • Item Journals
  • Item Requirements
  • Purchase Orders
  • Purchase Requisitions
  • Production Orders
  • Sales Orders
  • Beginning Balances
  • Review Project Transactions
  • Adjusting Transactions
  • Journal Setup
  • Journal Approval
  • Journal Descriptions
  • Ledger Posting Setup
  • Posting Setup by Project Group or Category
  • Lab : 3.1
  • Lab : 3.2
  • Lab : 3.3
  • Lab : 3.4
  • Lab : 3.5
  • Lab : 3.6

Project Timesheets

  • Timesheet Periods
  • Set Up Timesheet-Related Parameters
  • Configuring Timesheet Workflows
  • Set Up Favorites
  • Set Up Delegates
  • Timesheet Creation
  • Timesheet Approval
  • Missing Timesheets Report
  • Lab : 4.1
  • Lab : 4.2

Project Contracts and Invoicing

  • Invoicing Setup
  • Project Contracts
  • Billing Requirements for Transactions
  • Invoice Proposals
  • On-Account Invoicing
  • View Posted Invoices
  • Credit Notes
  • Lab : 5.1
  • Lab : 5.2
  • Lab : 5.3

Project Budgeting

  • Budget Approval Workflow
  • Original Budgets
  • Project Budget Properties
  • Allocate Budgets
  • View Budget Impact
  • View Budget Balances
  • Budget Revisions
  • Committed Costs
  • Carry Forward Budget Amounts at Year End
  • Lab : 6.1

Project Inquiries and Reports

  • Project Control
  • Excel Integration with Project Control
  • Reports
  • OLAP Integration
  • Lab : 7.1


  • Settings

Course Objectives

After completing this course, students will be able to:
- Create and set up the Project management and accounting module in Microsoft Dynamics AX.
- Set up invoicing.
- Understand project types.
- Create and enter project timesheets.
- Set up and allocate project budgets.

Who should attend?

This course is intended for people who are on the implementation team, administering or using the Project management and accounting module in Microsoft Dynamics AX. This audience typically includes people who are tasked with assessing business needs and those who advise them on the use, configuration and customization of the application. Additionally, people responsible for training or supporting others in Microsoft Dynamics AX can benefit from this course.

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