16
Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com MS AX - Dynamics Financials Training Program MS AX - Dynamics Financials Training Program Who can do? Fresh Intermediate Candidates Already working professional who are looking to learn AX Dynamics Managers who are looking to pursue their career in Dynamic and willing to get the Certification of AX Dynamics. People who would like to do the international certification MS AX Dynamics.

Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

  • Upload
    others

  • View
    18

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

MS AX - Dynamics Financials

Training Program

Who can do? Fresh Intermediate Candidates Already working professional who are

looking to learn AX Dynamics Managers who are looking to pursue their

career in Dynamic and willing to get the Certification of AX Dynamics.

People who would like to do the international certification MS AX Dynamics.

Page 2: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

Table of Content

Detail

Inauguration

Structure

Topics & Time Allocation

Other Learning Activities

About the Program Designer & Instructor

Syllabus

Page 3: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

No of classes per week Duration of each class Guide Hours Non Guided Hours Total Hours

01 Class 03 – Hours

24 12 36

Course Objectives: Financial management is the core requirement of any business and we provide Basic General Concepts of different financial modules (General Ledger, Accounts Payable, Accounts Receivable & Bank Modules) of AX 2012 R3 and facilitate with an AX 2012 R3 environment at our fully equipped Practice Lab, within 22 days.

Latest Standard Microsoft AX 2012 R3, GP 2016 R3 Functional & Technical Training Material with their full Course Syllabus, Training Videos, Certification Dumps, and Training Advertisements images etc.

Certification Exam: MB6-871 AX 2012 R3 Financials

Total Questions: 149

Program Structure

Other Learning Activities

Classroom Assignments Presentations by Trainees Project

08 01 01

The Training Program will be inaugurated by a senior member of 3DEducators.

Inauguration

Page 4: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration Setups

Introduction & Summary of AX 2012 Modules with their Functionality. User Interface with demonstration of AX 2012 at Computer Lab. Creation of Users & User Groups with their security administration. Global Address Book generation. Creation of Company Accounts & its allied activities. Usage of Tools & Command menu. Creation of Number Sequences, UOM, Employees etc in Organization

Administration Module. Concept of Dimensions & its usage in Chart of Accounts. Concept of Role Centers & its usage. Data Import / Export Facilities in AX 2012.

2nd week (4th & 5th day): General Ledger Setup & Chart of Accounts Setup This module explains how to set up the General Ledger in Microsoft Dynamics AX. It shows how to set up a company currency, additional currencies, and exchange rates. It also explains how to create periods, a new fiscal year, dimension value, and a dimension focus. It also explains how to set up the Chart of Accounts. It also shows how to create and set up account allocation terms, system accounts, and view inquiries and reports about the Chart of Accounts.

Program Syllabus

COURSE OUTLINE & STUDYING SCHEDULE Duration: 22 days (2 - 3 hours per day) (7 weeks, 3 days in a week).

Page 5: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

Set Up Currencies and Exchange Rates. Set Up a Company Currency. Create Periods in a New Fiscal Year. Create Dimension Values. Ledger Account categories. Create New Accounts in the Chart of Accounts (COA). Set Up Account Allocation Terms. Set Up System Accounts. View Inquiries and Reports Related to the Chart of Accounts.

2nd week (6th day): Journal Setup This module explains how to set up Journals. It shows how to create and work with journal names, journal controls, journal texts, and how to set up balance control accounts, and General Ledger parameters.

Set Up Journal Names Set Up Journal Controls Create Journal Texts Set Up Balance Control Accounts Set Up General Ledger Parameters

3rd week (6th & 7th day): General Ledger Daily Procedures This module explains how to enter transactions in the General Ledger. It shows how to create general journals, enter and post General Ledger journal transactions, post multiple journals, create approval journals, period journals, and retrieve period journals. It also explains General Ledger transaction reversal and the inquiry and reports about General Ledger journal transactions.

Page 6: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

Create General Journals Enter and Post General Ledger Journal Transactions Create Journal Batch Processing Create Approval Journals Create Period Journals Retrieve Period Journals General Ledger Transaction Reversal Inquire and Report about General Ledger Journal Transactions

4th week (8th to 10th day): Sales Tax Setup This module explains how to set up sales tax. It also explains how to set up the different components of sales tax, and sales tax exempt data, and how to calculate and post withholding sales tax.

Sales Tax overview Create Ledger Posting Groups Create Sales Tax Authorities Create Sales Tax Settlement Periods Create Sales Tax codes Create Sales Tax codes Intervals Create Sales Tax Group Create Item Sales Tax group Use Sales Tax Jurisdictions. Create Sales Tax Transactions Create Sales Tax Except data. Calculate & Post Withholding Sales Tax

Page 7: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

5th week (11th day): Cash & Bank Management Setup This module explains how to set up the Bank module in Microsoft Dynamics AX 2012. Logically, a bank account is needed before you create a check to pay an invoice. This chapter explains how to set up bank transaction types and transaction groups, bank groups, and bank parameters. It also explains how to create a bank account, and defines the check layout for a bank account.

Set Up Bank Transaction Types Set Up Bank Transaction Groups Set Up Bank Groups Set Up Bank Parameters Create Bank Accounts Define a Check Layout

5th week (12th & 13th day): Cash & Bank Managements daily Procedures This module explains the various procedures available to manage bank transactions in Microsoft Dynamics AX 2012.

Create Checks Delete Checks Void un-posted Checks Refund Checks Create a Bank Deposit Entry Cancel a Payment Use Bank Remittances Create a Check Refund that Prints Out a Check Reconcile Bank Statements Perform and view Bank inquiries Create and Print Bank reports

Page 8: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

6th week (14th day): Account’s Payable Setup This module explains how to set up Accounts Payable within Microsoft Dynamics AX. It explains the importance of setting up vendor groups and posting profile, and shows the different Accounts Payable setup option, procedures, and defaults related to vendor payments.

Payments Schedules Create Terms of Payment Payment Days Create a Payment Day Set Up Cash Discount Create a Payment Fee Create a Method of Payment Set Up Vendor Groups Set Up Posting Profiles Create New Vendors

6th week (15th & 16th day): Account’s Payable Daily Procedure This module explains the various journals available in Microsoft Dynamics AX Accounts Payable. It describes what each journal is used for and how transactions are entered into each journal.

Explain the Different Invoice Journals Register an Invoice Journal Approve an Invoice Register Journal

Page 9: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

Create an Invoice excl. Posting Create an Invoice Journal Create a Payment Proposal Mark for Settlement & Invoice Matching Create a Payment Journal Generate a Payment Edit Open Transactions Reverse Closed Transaction

6th week (17th day): Account’s Payable Reports & Inquiries This module explains the various Reports available in Microsoft Dynamics AX Accounts Payable and how to get them by using different parameters.

Understand the General Navigation to reports in Microsoft Dynamics™ AX

2012 in the Accounts Payable module Use the basic functionality of standard Microsoft Dynamics AX reports Use the basic sorting and options of Microsoft Dynamics AX reports

6th week (18th & 19th day): Account’s Receivable Setup This module explains how to set up the Accounts Receivable module in Microsoft Dynamics AX 2012. The set up of Accounts Receivable is almost a mirror image of the set up of Accounts Payable. The main topics covered are specific to Accounts Receivable or are covered as a review from Accounts Payable.

Page 10: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

Payment Schedule Create Terms of Payment Create a Payment Day Set Up Cash Discount Create a Payment Fee Create a Method of Payment Set Up Customer Groups Set Up Posting Profiles Create a New Customer

7th week (20th & 21th day): Account’s Receivable Daily Procedures This module explains the journals available for invoice entry within Accounts Receivable. Students learn how to enter a free text invoice (non-inventory) invoice and the payment journal.

Create a Free Text Invoice Edit an Open Free Text Invoice Create a Payment Proposal Mark for Settlement Create a Payment Journal Edit Open Transactions Reverse a Settlement Reimburse a Customer Perform and view A/Rs inquiries Create and Print A/Rs reports

Page 11: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

7th week (22th day): Financial Statements The Financial Statement feature in Microsoft Dynamics AX 2012 enables the building of a custom reporting structure. It is a powerful reporting tool that explores financial figures depicted in a company context and from a business perspective.

Create a Dimension Focus Create a Dimension Statement Create a Row Definition Design the Structure of Row Definitions Create a Column Definition Print a Financial Statement Create and Print a Dimension Statement Display Balance by Dimension

Note:

The advance features of AX 2012 Financials like Budgeting, Commitment Accounting, Cash Flow management, Multicurrency, Advanced Payments, Intercompany Accounting, Consolidation, Collections Management, Financial Work Flow, Financial Statements thru BI Tools & Year End closing will be covered separately in Financial II Course.

Page 12: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

TERMS & CONDITIONS

WITHDRAWAL FROM THE CERTIFICATION OR DIPLOMA Students are not allowed to withdraw from the CERTIFICATION/DIPLOMA. If a student cannot continue the CERTIFICATION his/her fee will be forfeited. CONDUCT AND DISCIPLINE A disciplinary action, leading to rustication, will be taken against students whose conduct is found objectionable at any time during the course of study. Reference will be made to 3D Educators code of conduct. EVALUATION AND GRADING The performance of students is evaluated through continuous observation of a student’s performance in the CERTIFICATION/DIPLOMA – class participation, submission of assignments, quizzes and exercises. The student will be examined through three hourly exams conducted at the midterm and a final exam at the end of the program. Total marks for passing the CERTIFICATION/DIPLOMA will be 70 out of a total of 100. Students who do not meet the attendance or any other eligibility criteria will not be allowed to appear in the final examination. The following grading plan will be applicable for the CERTIFICATION/DIPLOMA:

A B+ B C+ C F 87-100 81-86 72-80 66-71 60-65 Below 60

Students who are unable to appear for the final exam are required to submit a written application stating the reason for not appearing for the exam. 3D Educators reserves the right to approve or deny such applications. If approved, the student will be allowed to sit for the exam within one month. Failure to do so, the student will be resubmit the examination fee and sit the future schedule exam. Without passing of the exams no certification will be awarded.

Page 13: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

ONLINE LIVE CLASSES FACILITY AVAILABLE

Instructor Led Training Real Time Presentations Interactive Classes Complete Notes and Other Stuff shall be provided through our Secure

Student Login Member’s Area For Online Live Classes, you may please download the Admission Form

through our website http://www.3deducators.com. Fill it properly and attached the required document along with Picture and send back to [email protected] with scanned fee submitted voucher in the bank.

For Pakistan you may submit the fee at any MCB Branch with the title of “3D EDUCATORS-TRAINERS & CONSULTANTS”.

If you are outside Pakistan then you may transfer via Bank to Bank or any western union, Fast Track, Money Gram or else International Transfer Body.

After Admission, if you don’t have GMAIL Account then you are requested to kindly make one GMAIL Account and shared it [email protected]. Then further correspondence shall be made by our institute official.

Extra Bandwidth Charges shall be incurred.

DISTANCE NOT MATTER

You can join in the live classes Sessions of 3D EDUCATORS – TRAINERS & CONSULTANTS from anywhere of the world.

Page 14: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

PRECAUTIONARY MEASURES

During Classes, you are requested to make sure that you are in isolated room, where no noise should be there except your voice.

Kindly Switch Off your Cell Phone during the class, because it will disturb the quorum of class.

If you have taken the admission in the course online lonely, then ethically it is recommended and suggested that you alone in the class.

Recording of Lectures are not allowed at your end.

This world is emerging and growing in the 21st Century very rapidly because of latest and remarkable technologies and its advancement. Due to advancement of technology, we 3D EDUCATORS offer Live Interactive class sessions

3D EDUCATORS believe on Information Technology and its systems. Now you can also avail this facility at your home.

021-34141329, 0333-2402474 021-34857148, 0322-2083032

CONTACT US

[email protected] http://www.3deducators.com

Get the Admission Form

MANAGEMENT 3D EDUCATORS

TRAINERS & CONSULTANTS

Page 15: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

Training Certification Sample

Page 16: Financials MS AX - Dynamics Training Program Financials...MS AX - Dynamics Financials Training Program First week (2 – 3 days): AX 2012 Introduction, System & Organization Administration

Suite # 7, Nobel Heights, Opposite Sales Tax House, KDA Scheme # 7, Main University Road – Karachi

Ph: 021-34857148, 021-34141329, 0333-2402474, 03222083032, [email protected], http://www.3deducators.com

MS AX - Dynamics Financials

Training Program

International Certificate of Authorization from IMRTC USA