Project Essentials in Microsoft Dynamics AX 2012 R2

מק"ט: #80316 | משך קורס: 16 שעות אק'

This two-day instructor-led course provides students with the knowledge and skills to set up the Project management and accounting module of Microsoft Dynamics AX R2. It also shows students how to create project transactions.

The course focuses on the basic project functionality available in Microsoft DynamicsAX R2

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  • Create and set up the Project management and accounting module in Microsoft Dynamics AX.
  • Set up invoicing.
  • Understand project types.
  • Create and enter project timesheets.
  • Set up and allocate project budgets.

קהל יעד

This course is intended for people who are on the implementation team, administering or using the Project management and accounting module in Microsoft Dynamics AX R2. This audience typically includes people who are tasked with assessing business needs and those who advise them on the use, configuration and customization of the application. Additionally, people responsible for training or supporting others in Microsoft Dynamics AX can benefit from this course.

תנאי קדם

Before attending this course, students must have:

  • Basic knowledge of accounting principles.
  • An understanding of how to navigate within Microsoft Dynamics AX.


In addition, we recommend, but do not require, that students have completed:

  • Microsoft Dynamics AX Introduction course


Module 1: Working with Projects
This module provides an overview of the Project management and accounting module in Microsoft Dynamics AX. It describes creating a project, project hierarchies, and activity breakdown structures. It also describes project details, project groups, and project stages.

  • Overview
  • Project Details
  • Project Group
  • Project Numbering
  • Project Hierarchies
  • Report Sort Fields
  • Work Breakdown Structure
  • Project Copy Wizard
  • Project Stages

Module 2: Understanding Project Types
This module discusses the accounting principles involved with the project types supported in Microsoft Dynamics AX module, Project management and accounting.

  • Project Types
  • Time and Material Projects
  • Processing a Time and Material Project
  • Time and Material Project Example
  • Fixed-Price Projects
  • Fixed-Price Project Example
  • Internal Projects
  • Cost Project Example
  • Time Projects
  • Investment Projects
  • Project Groups
  • Ledger Principles

Module 3: Working with Project Transactions
This module explains how transaction types are managed and processed in the Microsoft Dynamics AX Project management and accounting module.

  • Transaction Types
  • Categories and Category Groups
  • Project Pricing
  • Line Properties
  • Hour Transactions
  • Hours Journal
  • Expense Transactions
  • Expense Journals
  • Invoice Journals and Invoice Registers
  • Free Text Invoices
  • Item Transactions
  • Item Journals
  • Item Requirements
  • Purchase Orders
  • Purchase Requisitions
  • Production Orders
  • Sales Orders
  • Beginning Balances
  • Review Project Transactions
  • Adjusting Transactions
  • Journal Setup
  • Journal Approval
  • Journal Descriptions
  • Ledger Posting Setup
  • Posting Setup by Project Group or Category

Module 4: Project Timesheets
This module explains how workers (employees and contractors) use project timesheets to enter and approve hours through the Enterprise Portal or the Microsoft Dynamics AX client.

  • Timesheet Periods
  • Set Up Timesheet-Related Parameters
  • Configuring Timesheet Workflows
  • Set Up Favorites
  • Set Up Delegates
  • Timesheet Creation
  • Timesheet Approval
  • Missing Timesheets Report

Module 5: Project Invoicing
This module describes how Microsoft Dynamics AX uses two methods to invoice based on the type of project. While time and material (T&M) projects use the invoice proposal form to create invoices based on the transactions posted to the project, fixed-price projects use predefined payment amounts that are based on predefined milestones in the project.

  • Invoicing Setup
  • Project Contracts
  • Billing Requirements for Transactions
  • Invoice Proposals
  • On-Account Invoicing
  • View Posted Invoices
  • Credit Notes

Module 6: Project Budgeting
This module explains the project budgeting functionality within Microsoft Dynamics AX. By comparing budget and actuals, your organization can reallocate money and resources to meet budgetary goals.

  • Budget Approval Workflow
  • Original Budgets
  • Project Budget Properties
  • Allocate Budgets
  • View Budget Impact
  • View Budget Balances
  • Budget Revisions
  • Committed Costs
  • Carry Forward Budget Amounts at Year End

Module 7: Project Inquiries and Reports
This module includes inquiries, reports, and statistics forms so you can access information needed to run projects effectively. It also describes the Microsoft Excel and Microsoft Online Analytical Processing (OLAP) integration.

  • Project Control
  • Excel Integration with Project Control
  • Reports
  • OLAP Integration

Module 8: Project Management and Accounting Setup
This module provides a reference for the set up of parameters of the Project management and accounting module in Microsoft Dynamics AX. The correct setup is necessary to use this module.

  • Settings
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