Development IV in Microsoft Dynamics® AX 2012

At Course Completion

• Describe the features of number sequences in Microsoft Dynamics AX 2012.
• Describe the steps for setting up and administering a number sequence.
• Develop new number sequences by extending the NumberSeqApplicationModule class.
• Use the Form Handler to create number sequences in a form.
• Describe the concept of events and how they can be used in Microsoft Dynamics AX.
• Describe the various methods for integrating with Microsoft Dynamics AX.
• Describe the various types of services available in Microsoft Dynamics AX.
• Use a proxy class for .NET interop to X++.
• Access managed assemblies from X++.
• Explain how .NET Framework assemblies are deployed.
• Describe how to set up and use the Global Address Book.
• Review the data model and classes for the Global Address Book framework.
• Create a new entity for the Global Address Book.
• Modify the Extensible Data Security policy for the new Global Address Book entity.Retrieve an address from the Global Address Book on a transaction.
• Describe how extensible data security policies can be used to help secure your data.
• Create and use extensible data security policies.
• Describe how financial dimensions are used.
• Describe the various types of organizations available in Microsoft Dynamics AX 2012.
• Describe how the organization model is used throughout the system.
• Create a custom operating unit, and organization type.
• Describe how cases are used in Microsoft Dynamics AX 2012.
• Create a new case association type.
• Add case management to a form.
• Explain how policy rules are used.
• Review the data model for the policies framework.
• Create a new policy type and policy rule.
• Describe currencies, exchange rates, fiscal calendars, and periods.
• Describe the components that comprise the chart of accounts.
• Review the steps for adding financial dimension controls to a form.
• Create a new system-defined dimension.
• Describe how journals and transactions are used to update the general ledger.
• Describe how the Budgeting module is used.
• Review the data model and key classes used for budgeting and budget checking.
• Describe how the Fixedassets module is used.
• Review the data model for fixed assets.
• Describe how products are set up, released, and finalized.
• Describe how inventory dimensions and groups are used to manage product information.
• Review the data model for inventory dimensions.
• Describe how reservations and marking are used in the system.
• Review the inventory transactions and on hand inquiries.
• Describe the data model for inventory transactions and on hand inventory.
• Review the structure of the InventOnHand Class.
• Explain how inventory journals are used.
• Discuss the inventory journals data model and the structure of the InventJournalCheckPost classes.
• Describe how quarantine management and quality management are used in the system.
• Explain inventory blocking.
• Describe other functionality that is available in the Inventory and warehouse management module.
• Describe the activities and transactions that can be created for customers.
• Review the customer data model.
• Describe the activities and transactions that can be created for customers.
• Describe how free text invoices are used.
• Review the data model and framework that is used for processing free text invoices.
• Review the various ways that vendor invoices can be generated.
• Describe the set up that is required for payments and review the data model for payment set up.
• Describe how customer and vendor payments are made.
  Review the customer payment data model and discuss the framework that is used for making and generating payments.
• Describe how collections and interest notes are used.
• Review the data model and framework for interest notes.
• Describe the functionality that is available for bill of exchanges.
• Describe the functionality that is available for promissory notes.
• Review the general features that are supported with sales and purchase orders.
• Describe how sales and purchase orders integrate with other modules,
• Discuss the primary tables used in the purchase order flow.
• Describe how the PurchType, PurchLineType, and PurchTotals classes work.
• Describe how trade agreements are used and set up.
• Review the data model for trade agreements.
• Discuss how the trade agreement classes are used and can be extended.
• Describe how sales and purchase agreements are used and set up.
• Review the data model for sales and purchase agreements.
• Discuss how the sales and purchase agreement classes are used and can be extended.
• Describe how pricing policies are used.
• Describe how charges are used and set up.
• Review the data model for charges.
• Describe how the FormLetter framework is used.
• List the various documents that are processed through the FormLetter framework.
• Describe the data model for updating documents.
• Describe how the FormLetter classes relate to each other and generally work.
• Describe how to make modifications to the FormLetter framework.
• Describe the differences between the sales order and the sales quotation features, data model, and classes.
• Describe the differences between the purchase order and the request for quotation features, data model, and classes.
• Describe the differences between the purchase order and the purchase requisitions features, data model, and classes.
• Explain how to use and set up categories and category hierarchies.
• Review the data model for categories and category hierarchies.
• Describe how projects are created, and the various types of projects that are available.
• Review the data model for projects.
• Discuss the significant classes that are used with projects.
• Describe how the work breakdown structure is used with projects and how the data model relates to the project data model.
• Discuss the transaction types that are used for journals in the Project management and accounting module and how categories, pricing, and line properties control the posting of these transactions.
• Review the data model and the ProjTrans class hierarchy that is used for posting transactions against a project.
• Describe how budgeting and forecasting works with projects.
• Review the data model for budgets and forecasts.
• Describe how project contracts are used.
• Review the data model for project contracts.
• Describe how project invoice proposals and invoices are generated in Microsoft Dynamics AX.
• Review the data model and classes used for generating invoice proposals and invoices.
• Review how estimate projects and cost templates are used in the system.
• Describe the Project Management and Accounting Add-In.
• Review the basics of bill of materials and the data model
• Introduce routes and operations.
• Describe the major features of production orders.
• Review scheduling methods, resources and jobs.
• Describe master planning and the planned production order journal model.
• Introduce lean manufacturing, Kanban, and production flow models.
• Review Process Industries in Microsoft Dynamics AX 2012.
• Implement a new line-item workflow.
• Review the workflow providers in Microsoft Dynamics AX 2012.
• Create a custom workflow provider.
• Enable queues for a workflow document.
• Discuss how currency type fields function within the Condition Editor.
• Review the steps required to implement a new hierarchy type field to be used in the Condition Editor.
• Explain the report capabilities in Microsoft Dynamics AX 2012.
• Describe the key concepts involved when specifying data for your reports.
• Create a new query and then bind the query to a new SQL Server Reporting Services report together with an auto design.
• Add sorting, grouping, filters, and parameters to a report.
• Save, deploy, and view a report in Microsoft Dynamics AX..
• Discuss the Model-View-Controller (MVC) pattern.
• Define the report dataset.
• Create a temporary table to store the report dataset.
• Manage report parameters in a data contract class in X++.
• Create a report data provider (RDP) class.
• Work with report precision design.
• Explain how to print a report, set the print settings, prevent the display of print setup, set the query range, and set a report parameter value in X++.
• Review how reports bound to a report data method can contain business logic to access data.
• Describe the components of print management and the steps that are used to implement each component of print management.

Course Requirements:

Students looking to take this course (80313) must already have the following technical knowledge:

• knowledge of Microsoft Dynamics® AX 2012
• attended course 80303: Development I in Microsoft Dynamics® AX 2012
• attended course 80304: Development II in Microsoft Dynamics® AX 2012
• attended course 80312: Development III in Microsoft Dynamics® AX 2012