Purchase Order Management in Microsoft Dynamics AX

A short demo showing the ease of managing purchase orders in Microsoft Dynamics AX

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Closed Caption:

welcome to this interactive demo for
Microsoft Dynamics AX 2012 in Microsoft
Dynamics AX 2012 you can now create a
purchase order for items and services
not tracked an inventory in this
scenario you'll explore how a purchasing
agent is able to decoupled order
management from inventory control and
adjust the delivery schedule allocating
delivery for multiple parts of an item
or service when necessary
this interactive demo is divided into
three scenarios in this first scenario
you'll experience the role of purchasing
agent as such you're responsible for
fulfilling a purchase request on behalf
of an employee our team on lock your
learning objectives will be to fulfill
the following tasks create a new
purchase order that includes some items
and services not tracked an inventory
split a line item to specify separate
delivery schedules submit the purchase
order for approval and indicate a price
change on a purchase order that has
already been approved your first task is
to create a new purchase order that
includes some items and services not
tracked an inventory to begin follow the
prompts on the screen
yeah
yeah
yeah
yeah
yeah
the next item a toner kit is not kept an
inventory so you'll need to make a
category based purchase
yeah
yeah
as the item is not kept an inventory
additional information is needed
this completes the first task of this
scenario follow the prompts to continue
your next task is to split the current
line item so that you can indicate two
separate delivery dates one for the
initial installation and one for a
follow-up service call the third line
installation service will be broken into
two deliveries once the line is split
the purchasing agent can view the parent
line and the child lines or split lines
on the purchase order
now you can see all of the lines
including the split delivery lines on
the purchase order notice that line
number 30 the parent line no longer has
a net amount value the two-child lines
below it
each indicate the net amount of its
respective product or service if you try
to view inventory data on lines 2350 of
this purchase order you'll see that this
information is unavailable
that's because these items will be
tracked as fixed assets or services
instead of being added to inventory this
task is now complete continue to follow
the on-screen prompts next you'll submit
the purchase order and view it status
upon refreshing the screen you can see
the new purchase order in the list
approval policies are based on how a
workflow is set up generally approvals
must be made by a higher authority in
this case the policy is set up such that
approval is required only if price
adjustments are made to a purchase order
after its approval and not when the
purchase order is created this task is
now complete click where prompted to
continue in this last task you will
indicate a price change on a purchase
order that has already been approved the
vendor is notified you that the price of
the toner kit has increased therefore
you must update your purchase order
notice that the approval status of the
purchase order immediately changes from
approved to draft
yeah
yeah
yeah
when you refresh the screen the purchase
order approval status will change from
draft to in review this scenario is now
complete
in this second scenario you'll
experience the roles of purchasing
manager and purchasing agent as such
your learning objectives will be to
fulfill the following tasks respectively
review and approve a revised purchase
order and confirm the purchase in
Microsoft Dynamics AX 2012 as purchasing
manager you receive a notification in
your roll center requesting that you
approve the purchase order change
here you can see that the price is
increased
this task is now complete
follow the prompts on the screen to
continue in this next task you'll return
to the role of purchasing agent now that
your manager has approved the purchase
order you can confirm the purchase
this scenario is now complete in this
third and final scenario you'll follow
in the role of an employee and then in
the role of purchasing agent as such
your respective learning objectives will
be to fulfill the following tasks accept
or reject receipt of goods and services
by using the enterprise portal for
Microsoft Dynamics AX 2012 and view a
list of rejected items from within
Microsoft Dynamics AX 2012 in this first
task as the employee who requested the
order you'll confirm or reject receipt
of goods and services you will do this
through the company's enterprise portal
for Microsoft Dynamics AX 2012 beginning
with the first line item follow the
prompts on your screen
the receive items form is displayed for
line one
defaulting in the quantity ordered line
one is now removed from the list of
items to receive you proceed to line to
which had a problem
yeah
line two is now removed from the list of
items to receive this task is now
complete click where prompted to
continue in this second task your back
in the role of purchasing agent you're
going to open the rejected confirmation
of product receipts form and Microsoft
Dynamics AX 2012 to see the rejected
receipt lines this form clearly displays
the rejected item this task is now
complete
as you've just seen Microsoft Dynamics
AX 2012 offers improved capabilities to
help organizations streamline their
purchase order management processes
thanks for participating in this
interactive demo for more information
contact your Microsoft representative