Advanced Procurement and Sourcing in Microsoft Dynamics AX 2012 R3 Public Sector

SKU: 95200
This course discusses Advanced Procurement and Sourcing in Microsoft Dynamics AX 2012 R3 Public Sector
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€85.74
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    DEMO: This is a sample video of this course.

     
     

    Course Length: 03 Hours 35 Minutes 46 Seconds
    The paid version of this course contains videos of following topics: 

    Course Outline

    Advanced Procurement and Sourcing in Microsoft Dynamics AX 2012 R3 Public Sector

    This course prepares you for Microsoft Dynamics AX 2012 R3 Trade and Logistics and Public Sector Certification Exam.

    This module discusses the following topics:

    At Course Completion
    The goal of this course is to enable students to:

    • Describe requirements of the public sector industry, including dimensions, budgeting, encumbrance and procurement; describe features of the Microsoft Dynamics AX 2012 Public Sector module; verify the Microsoft Dynamics AX 2012 Public Sector license
    • Explain, activate, and perform budget control; set up and configure budget control parameters; set up over-budget permissions; define the budget funds available calculation; select source documents, journals, and main accounts for budget control; assign budget models; define budget control rules; define budget groups and message levels; enable budget appropriations; describe the execution of budget reservations
    • Create budget register entries, allocate budget amounts across dimension values and periods
    • Describe budgeting terms and basics, revise a budget, transfer a budget, view the status and history of budget register entries
    • Post, reverse, and perform budget control on a provisional budget; define an apportionment budget code; create and perform budget control on an apportionment budget
    • Describe the Actual versus budget report, Budget funds available report, Budget details report, Budget control account detail history report, and Budget control activity by project report
    • Distribute line amounts across ledger accounts; describe the setup of advanced ledger entries; create, preview, and post advanced ledger entries
    • Describe commitment accounting, record general ledger pre-encumbrances for a purchase requisition, record general ledger encumbrances for a purchase order
    • Set up encumbrance year-end processing options, define close and open transaction posting definitions for encumbrance year-end processing, define a default encumbrance year-end process for a specific fund
    • Enable new information on purchase agreements by classification, invoice a purchase agreement without a release order
    • Set up confirming purchase order codes and message text, flag a purchase order as confirming, print a purchase order with a special message
    • Run the year-end purchase order process
    • Set up 1099 information for a vendor, pay an invoice with 1099 information, process a 1099 tax statement, assign a new DUNS+4 number, disburse invoice payments to multiple vendor bank accounts
    • Describe the features of billing codes, create a billing code, create a free text invoice using a billing code, create a billing classification, associate a billing code with a billing classification, set a classification settlement order
    • Post and print a free-text or recurring invoice by billing classification; enter a customer payment by selecting a billing classification; create a payment proposal based on a selected billing classification; generate reimbursement transactions, interest notes, and collections letters by billing classification; assign a collection letter policy to a billing classification
    • Set up posting definitions for invoice settlements, settle a free text invoice against a payment, settle a transaction write-off for a customer
    • Assign a trading partner code, assign an agency location code (ALC), assign a 1099-C indicator, prevent customer duplication by using a Government Identification Number (GIN)
    • Create a project budget, allocate a project budget across periods, create a project budget revision
    • Create a grant, track the status of a grant
    • Add multiple funding sources to a project, assign a grant to a funding source, allocate expenses to a funding source, set up funding source percentage and priority, invoice costs against funding sources
    • Describe the Accountant, Accounting Manager, Controller Role, Accounts Receivable Administrator, and Finance Director Role Centers
    • Generate accounts receivable reports, generate customer reports, generate and set up a cover page for a payment approval report, generate budget control reports
    • Create a category hierarchy, associate a derived financial hierarchy, slice by using the derived financial hierarchy dimension