Software Development & Education Center

Microsoft Dynamics Service Industries-AX 2012 R2

Course: 80311B

Service Industries in Microsoft Dynamics AX 2012 R2

About this Course

This two-day instructor-led course provides students with an overview of the Project management

functionality in Service Industries in Microsoft Dynamics AX 2012 R2.This course covers the most

important functionality in the module, including its setup and processes. It assumes course

participants have baseline knowledge of the earlier version.

Audience Profile

This course is intended for partners and customers with moderate to extensive knowledge of Project

Management functionality in Service Industries.

Prerequisites

General working knowledge of customer relationship management

General understanding of business processes

General working knowledge of Microsoft Windows.

After completing this course, students will be able to

Create the activity structure. Enter the information needed to plan and schedule the various tasks involved in the

execution of a project. Save the structure as a template and know how activities within the WBS can be

modified or deleted. Create an activity hierarchy from a project. Copy an activity from a WBS template and from an existing project. Set up rate cards for projects. Create and send project quotations. Furnish quotations for repetitive services. Convert quotes for projects when work is received from customers. Define a work breakdown structure for a quotation. Copy activities to the quotation from a work breakdown structure template and

know how to generate quotation lines based on these activities. Review the quote before it is sent to the customer. Submit a quotation for approval. Confirm the quote after the confirmation is received from the customer. Transfer the quotation lines to a new or an existing project.

Create budgets automatically, transfer the work breakdown structure, and know how to perform scheduling and resource assignment from the quote to the project.

Schedule resources for various project activities. Perform scheduling by matching project activities with similar resource

requirements as the competencies of the workers. Define competencies such as education, skills, certifications and other competencies

for employees. Set up parameters, such as a skill set match threshold and availability match

threshold. Define the requirements for performing activities on the work breakdown structure

of the project. Schedule resources based on the availability of resources. Assign resources to project activities based on the project demand. Calculate a skill match percentage and availability percentage when matching

resources to project activities. View the various inquiry forms and reports and analyze the usage of resources. Create project contracts and associate the billing rules. Bill the customer based on the completion of specific milestones in the project. Invoice the project based on the percentage of work completed. Initiate the invoicing process. Create an invoice proposal. Reformat the invoice based on the customer’s demand. Submit and post the invoice. Define and request a customer advance. Post an invoice for the customer advance. Reconcile the actual amount with the customer advance payments. Assign customer payment retention terms to the different levels of projects. Create and invoice transactions with customer payment retention terms attached. Review the amount retained by the customer, and then release the retailed amount. Make inquiries about customer payment retentions, and know how to generate the

Customer payment retention report. Process payment retentions. Create and invoice purchase orders by attaching the payment retention term, and

know how to review accounting transactions. Post an invoice to release the retained vendor payment. Make inquiries on vendor payment retentions that are based on purchase orders and

invoices. Print the Vendor payment retention report in two views. Set up the PWP clause. Create and invoice purchase orders by attaching the PWP term. Create corresponding customer invoices. Review the payment status of vendor invoices with regard to the related customer

invoice. Receive customer payments. Release vendor payments in accordance with the PWP threshold criteria. Inquire on outstanding payments based on vendor invoices subject to the PWP

clause. Print the Pay when paid report in two layouts. Set up a project category as an indirect cost category. Set up indirect cost components. Set up an indirect component group. Specify a project category as an indirect cost category. Create the compounding rules and assign the indirect cost component category to

projects, project contracts, a resource and billing rules. Post and process different transactions with indirect cost components attached and

know how to review the indirect costs calculated and posted for the transactions.

Detailed Curriculum

Module 1: Work Breakdown Structure

This module provides an overview of the functionality to add activities to a project in a hierarchical

order. You can achieve this by copying activities from a WBS template or from existing projects. The

activities can also be directly added to a project.

Lessons

Introduction Work Breakdown Structure Template Creating a Project Work Breakdown Structure Rate Card

Lab : Create a Work Breakdown Structure Template After completing this module, students will be able to:

Create the activity structure. Enter the information needed to plan and schedule the various tasks involved in the

execution of a project. Save the structure as a template and know how activities within the WBS can be

modified or deleted. Create an activity hierarchy from a project. Copy an activity from a WBS template and from an existing project.

Set up rate cards for projects.

Module 2: Project Quotations

This module explains how to create the basic set up to create project quotations and define the quotation activities, schedule the activities, assign resources, submit, and approve quotations and convert the quotation to a project. Lessons

Introduction Project Quotation Creating Project Quotes Resource Assignment Quotation Business Process Transferring the Quotation to the Project

Lab : Create the Project Quotation and Generate Quotation Lines from the WBSLab : Submit the Project Quotation for Approval and Confirm the Quote After completing this module, students will be able to:

Create and send project quotations. Furnish quotations for repetitive services. Convert quotes for projects when work is received from customers. Define a work breakdown structure for a quotation. Copy activities to the quotation from a work breakdown structure template and

know how to generate quotation lines based on these activities. Review the quote before it is sent to the customer. Submit a quotation for approval. Confirm the quote after the confirmation is received from the customer. Transfer the quotation lines to a new or an existing project. Create budgets automatically, transfer the work breakdown structure, and perform

the scheduling and resource assignment from the quote to the project.

Module 3: Resource Scheduling

This module explains the resource scheduling functionality in Microsoft Dynamics AX 2012 R2 to use an organization’s resources when they are needed. Lessons

Introduction

Configuring Resource Competencies Defining Project Requirements Assigning Resources to a Project Based on Resource Availability Assigning Resources to a Project Based on Project Demand Integration with Microsoft Project Integration Server 2010 Resource Assignment and Utilization – Inquiries and Reports

Lab : Configure Resource Competencies for Workers After completing this module, students will be able to:

Schedule resources for various project activities. Perform scheduling by matching project activities with similar resource

requirements as the competencies of the workers. Define competencies such as education, skills, certifications and other competencies

for employees. Set up parameters, such as a skill set match threshold and availability match

threshold. Define the requirements for performing activities on the work breakdown structure

of the project. Schedule resources based on the availability of resources. Assign resources to project activities based on the project demand. Calculate a skill match percentage and availability percentage when matching

resources to project activities. View the various inquiry forms and reports and analyze the usage of resources.

Module 4: Project Contracts with Billing Rules

This chapter explains the concept of project contracts and the set up required to use the feature. It explains the concept of billing rules in project contracts.

Lessons

Introduction Creation of Project Contracts Overview of Billing Rules Invoice Formats

Lab : Create a Time and Material Billing Rule Associated to a Project Contract After completing this module, students will be able to:

Create project contracts and associate the billing rules. Bill the customer based on the completion of specific milestones in the project.

Invoice the project based on the percentage of work completed.

Module 5: Project Invoicing

This chapter shows how to manage project invoices in Microsoft Dynamics AX 2012. It describes the procedure to reformat invoices and display the details of the transactions in the format required by the customer. The chapter also provides a detailed description of the customer advance feature. Lessons

Introduction Invoice Processing Customer Advance

Lab : Reformat and Present InvoiceLab : Define and Request a Customer Advance After completing this module, students will be able to:

Initiate the invoicing process. Create an invoice proposal. Reformat the invoice based on the customer’s demand. Submit and post the invoice. Define and request a customer advance. Post an invoice for the customer advance. Reconcile the actual amount with the customer advance payments

Module 6: Payment Retention

This chapter explains how to use the functionality of Customer payment retention and Vendor payment retention in Microsoft Dynamics AX 2012 R2. Lessons

Introduction Customer Payment Retention Vendor Payment Retention

Lab : Create a Retention Term and Post an Hour JournalLab : Assign a Vendor Payment Retention Term and Invoice the Purchase Order After completing this module, students will be able to:

Assign customer payment retention terms to the different levels of projects.

Create and invoice transactions with customer payment retention terms attached. Review the amount retained by the customer, and then release the retailed amount. Make inquiries about customer payment retentions, and how to generate the

Customer payment retention report. Process payment retentions. Create and invoice purchase orders by attaching the payment retention term, and

know how to review accounting transactions. Post an invoice to release the retained vendor payment. Make inquiries on vendor payment retentions that are based on purchase orders and

invoices. Print the Vendor payment retention report in two views.

Module 7: Subcontracting Terms

This chapter covers the processes to set up the PWP terms, create and invoice a project purchase order with PWP terms, post the customer invoice, receive customer payments, and release the vendor payment. Additionally, it explains how to inquire on the PWP transactions and print the PWP report. Lessons

Introduction Pay When Paid Inquiries and Reports`

Lab : Assign a PWP Term to a Vendor for a ProjectLab : Invoice a Purchase Order with the Pay When Paid Term After completing this module, students will be able to:

Set up the PWP clause. Create and invoice purchase orders by attaching the PWP term. Create corresponding customer invoices. Review the payment status of vendor invoices with regard to the related customer

invoice. Receive customer payments. Release vendor payments in accordance with the PWP threshold criteria. Inquire on outstanding payments based on vendor invoices subject to the PWP

clause. Print the Pay when paid report in two layouts.

Module 8: Cost Control

This chapter shows you how to work with indirect costs in Microsoft Dynamics AX 2012 R2. It also describes the set up required for indirect costs and how to assign the costs to a project, project contract and billing rule. It also shows how to generate invoices with indirect costs. Lessons

Introduction Basic Setup Defining Rules for the Indirect Cost Calculation Assigning Indirect Cost Component Groups Processing an Indirect Cost Transactions Splitting Indirect Costs between Multiple Funding Sources Adjusting Indirect Costs

Lab : Create an Indirect Cost Components Group After completing this module, students will be able to:

Set up a project category as an indirect cost category. Set up indirect cost components. Set up an indirect component group. Specify a project category as an indirect cost category. Create the compounding rules and assign the indirect cost component category to

projects, project contracts, a resource and billing rules. Post and process different transactions with indirect cost components attached and

know

Industry Interface Program

Projects

Modular Assignments

Mini Projects

1 Major Project

Domains / Industry

Retail Industry

Banking & Finance

Service

E-Commerce

Manufacturing & Production

Web Application Development

Research & Analytics

HR & Consultancy

FMCG

Consumer Electronics

Event Management Industry

Telecom

Training & Performance Tracking

Knowledge related to current technology aspects and corporate level deliverable &

Continuous training and assessment to make you industry ready. Throughout the Training

Curriculum Candidate will go through a Scheduled Assessment Process as below:

Continues Assessments

Practical Workshops

Modular Assignments

Case Studies & Analysis

Presentations (Latest Trends & Technologies)

Tech Seminars

Technical Viva

Observing live Models of various projects

Domain Specific Industry Projects

Skills Development Workshop

Communication is something which all of us do from the very first day of our life, yet there is

a question that haunts us most of the time “Did I express myself correctly in such and such

situation?” The answer to this question is really tricky, because in some cases we leave our

signatures and good impression but in some others we even fail to get our idea clearly. It

happens mostly because we don’t know how to act in certain situations. Every time we fail

we don’t lose completely, we do learn something, but prior knowledge of the same thing

could be more beneficial because then we could have turned that failure into success.

The course / workshop would focus at many aspects of personality, like:

Building positive relationships with peers & seniors

Building self-confidence & Developing clear communication skills

Exploring and working on factors that help or hinder effective interpersonal

communication

Learning impacts of non-verbal behavior & Dealing with difficult situations and

difficult people

Workshops Consists of Following Activities:

Personality Development

Group Discussions & Debates

Seminars & Presentations

Case Studies & Analysis

Corporate Communication Development

HR & Interview Skills

Management Games & Simulations

Aptitude, Logical & Reasoning Assessments & Development