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80415 Public Sector Procurement and Payables in Microsoft Dynamics AX 2012

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

Course description

Students will learn procurement, sourcing and Accounts Payable features in Microsoft Dynamics AX that are often used by public sector organizations as they request, order and pay for products and services.

Course Outline

Procurement and Accounts Payable Overview

  • About the Procurement Process
  • End-To-End Scenario

Procurement and Accounts Payable Setup and Purchasing Policies

  • Default Ledger Accounts Setup
  • Posting Definitions Setup
  • Journal Setup
  • Bank Setup
  • Accounts Payable Setup
  • Budget Control
  • Purchasing Policies
  • Lab : Create a PO Year-End Posting Definition
  • Lab : Create a Purchasing Policy and Rule


  • About Workflow
  • Procurement Catalog Workflows
  • Purchasing Workflows
  • Vendor Workflows
  • Lab : Create a Purchase Order Approval Workflow


  • Setup for Vendors
  • Create Vendors
  • Vendor Tasks
  • Evaluate Vendors
  • Vendor Inquiries, Reports, and Notifications
  • Lab : Create a New Vendor

Procurement Categories and Catalogs

  • Category Management
  • Catalogs
  • Procurement Catalogs
  • Vendor Catalogs
  • External Catalogs
  • Catalog Comments
  • Category Reports and Inquiries
  • Lab : Create a Category
  • Lab : Create a Catalog

Request for Quotation

  • Create a Request for Quotation Case
  • Request for Quotation Follow-Up
  • Request for Quotation Replies
  • Accept or Reject RFQ Replies
  • Purchase Order Creation from an RFQ
  • RFQ from a Purchase Requisition
  • Reports and Inquiries
  • Lab : Create an RFQ

Purchase Requisitions

  • Manage Purchase Requisitions
  • Create Purchase Requisitions
  • Complete a Purchase Requisition
  • Follow-Up on Purchase Requisitions
  • Convert Purchase Requisitions to Purchase Orders
  • Demand Consolidations
  • Setup for Purchase Requisitions
  • Purchase Requisition Workflow
  • Lab : Create a Purchase Requisition

Purchase Orders and Vendor Returns

  • Working with Purchase Orders
  • Set Up Parameters for Purchase Orders
  • Create a Purchase Order
  • Process Purchase Orders
  • Change Management
  • Copy Purchase Orders
  • Purchase Order Tasks
  • Purchase Order Reports and Inquiries
  • Create Vendor Returns
  • Create Vendor Returns for Serialized Items
  • Lab : Create a Purchase Order
  • Lab : Copy a Purchase Order
  • Lab : Create a Vendor Return

Purchase Agreements and Signing Limits

  • Create an Agreement
  • Create a Purchase Agreement for a Contract
  • Use Agreements on Purchase Orders
  • Signing Limits
  • Lab : Create a Purchase Agreement for a Discount
  • Lab : Create a Purchase Agreement for a Contract
  • Lab : Create a Purchase Release Order

Vendor Invoices

  • Various Invoice Types
  • Accounts Payable Daily Procedures
  • Invoice Accounting Inquiry
  • Payment Proposals
  • Lab : Enter an Invoice Against a Purchase Order

Vendor Portal and Procurement Order Site

  • Vendor Role Center
  • Vendor Profiles
  • Notifications
  • Questionnaires
  • Transactions
  • Vendor Portal Security Roles
  • Procurement Order Site
  • Lab : Add Cues and Links to the Role Center
  • Lab : Add a Contact

Procurement Year-End Activities

  • Process Purchase Orders at Year End
  • Generate 1099 Forms
  • Lab : Select Purchases Orders at Year End

Course Objectives

After completing this course, students will be able to:
- Understand basic procurement processes for public sector entities
- Review and set up budget controls for procurement transactions
- Create purchasing policies for employees
- Define policy rules to customize the purchasing process
- Understand basic workflow concepts
- Set up procurement vendors and complete other related vendor setups
- Create a procurement category and add attributes to the category
- Create, publish, and update a catalog
- Create a request for quotation (RFQ)
- Create a purchase order from an RFQ
- Create a RFQ from a purchasing requisition
- Create a purchase requisition and complete the purchase requisition by approving the document and creating a purchase order
- Use demand consolidation
- Create a purchase order, add purchase lines to it, and process a purchase order
- Create a purchase agreement and identify the four types of commitments that comprise an agreement
- Use a purchase agreement on a purchase order
- Identify the available signing limits that can be applied to employees
- Enter vendor invoices against purchase orders, purchase agreements, and projects
- Create, send and view notifications on the Vendor Portal
- View and create purchase requisitions on the Procurement Order Site
- Order goods and services using the Procurement Order Site
- Complete year-end activities for procurement

Who should attend?

This course is intended primarily for partners that sell and implement public sector solutions to customers. It can also be helpful to customers that are already familiar with AX Public Sector financial topics and need to learn about procurement functionality.

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