MS DYNAMICS AX PROJECT MANAGEMENT AND ACCOUNTING Training Course Outline. Microsoft Dynamics AX Project Management and Accounting

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Reynold Patrick
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1 Microsoft Dynamics AX Project Management and Accounting

Course Outline During this MS Dynamics AX Project Management and Accounting training you will learn how to set up the Project management and accounting module of Microsoft Dynamics AX.

Course duration: This course is scheduled for two days from 9:00 till 16:00.

2 Course Outline During this MS Dynamics AX Project Management and Accounting training you will learn how to set up the Project management and accounting module of Microsoft Dynamics AX. It also shows students how to create project transactions. The course focuses on the basic project functionality available in Microsoft Dynamics AX Course duration: This course is scheduled for two days from 9:00 till 16:00. Course pre-requisites: 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 Documentation: The following documentation is included with the course: MS Dynamics AX Project Management and Accounting user guide Certificate of attendance After attending you will be able to: 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 Who should attend? 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. 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 including roles such as: Directors of Accounting Financial Managers Financial Supervisors Management Accountant Accountant Clerks Project Managers

The facilitator Lorette Orsmond Lorette Orsmond has been active in Microsoft Dynamics AX 2012 for 5 years and has an Honours Degree in Industrial Engineering and a Master Degree in Technology

She is dedicated to training since it is her passion to deliver effective meaningful skills and to uplift all the students coming through our AccTech Systems training centre.

3 The facilitator Lorette Orsmond Lorette Orsmond has been active in Microsoft Dynamics AX 2012 for 5 years and has an Honours Degree in Industrial Engineering and a Master Degree in Technology Management. All the degrees were completed at the University of Pretoria. She is dedicated to training since it is her passion to deliver effective meaningful skills and to uplift all the students coming through our AccTech Systems training centre. Topics covered Working with Projects: Overview Project Details Project Group Project Numbering Project Hierarchies Report Sort Fields Work Breakdown Structure Project Copy Wizard Project Stages Understanding Project Types: 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

4 Working with Project Transactions: 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 Project Timesheets Timesheet Periods Set Up Timesheet-Related Parameters Configuring Timesheet Workflows Set Up Favourites Set Up Delegates Timesheet Creation Timesheet Approval Missing Timesheets Report Project Invoicing: Invoicing Setup Project Contracts Billing Requirements for Transactions Invoice Proposals On-Account Invoicing View Posted Invoices Credit Notes Project Budgeting

Project Transactions Adjusting Transactions Journal Setup Journal Approval Journal Descriptions Ledger Posting Setup Posting Setup by Project Group or Category Project Timesheets Timesheet Periods

View Posted Invoices Credit Notes Project Budgeting: Budget Approval Workflow Original Budgets Project Budget Properties Allocate Budgets View Budget Impact View Budget Balances Budget Revisions

5 View Posted Invoices Credit Notes Project Budgeting: 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 Project Inquiries and Reports: Project Control Excel Integration with Project Control Reports OLAP Integration Project Management and Accounting Setup: Settings Configure the core project management and accounting functionality Enter default information that is used by the system if the information is not specified at a lower level (for example project, contract) Venue details We have training facilities in Centurion and Rivonia. Please mention which will be your preferred venue for the training. The location will be confirmed once the booking has been received. Centurion 1001 Clifton Avenue Lyttelton Manor Centurion Rivonia 3 Fifth Avenue Rivonia Johannesburg

Accounting Setup: Settings Configure the core project management and accounting functionality Enter default information that is used by the system if the information is not specified at a lower level

6 For bookings or more information For bookings or more information please feel free to contact us at or For the latest event schedule visit our training page on

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