80313: development iv in microsoft dynamics ax 2012tanducits.com/images/products/80313.pdf · •...

Let’s Reach For Excellence!

TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC Address: 103 Pasteur, Dist.1, HCMC

Tel: 08 38245819; 38239761

Email: [email protected]

Website: www.tdt-tanduc.com; www.tanducits.com

Authorized Training Authorized Training Authorized Training Silver Learning

80313: Development IV in Microsoft Dynamics AX 2012

Duration: 04 days

Level: 300

This four-day instructor-led course dives deeper into the programming architecture of

Microsoft Dynamics AX 2012. It provides students with a case study/hands-on

approach to customizing the system. This course contains coding.

mailto:[email protected]

http://www.tdt-tanduc.com/

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[1]

AUDIENCE

The intended audience is experienced systems consultants typically working for a Microsoft

Dynamics partner that is selling, consulting, implementing, and supporting Microsoft Dynamics

AX 2012.

PREREQUISITES

Before attending this course, students should have knowledge and experience of the following:

• Knowledge of Microsoft Dynamics AX 2012

• Attended course 80303: Development I in Microsoft Dynamics AX 2012

• Attended course 80304: Development II in Microsoft Dynamics AX 2012

• Attended course 80312: Development III in Microsoft Dynamics AX 2012

AT COURSE COMPLETION

After completing this course, students will be able to:

• Describe the features of number sequences in Microsoft Dynamics AX 2012. • Describe the steps for setting up and administering a number sequence.

• Develop new number sequences by extending the Number Seq Application Module class. • Use the Form Handler to create number sequences in a form. • Describe the concept of events and how they can be used in Microsoft Dynamics AX.

• Describe the various methods for integrating with Microsoft Dynamics AX. • Describe the various types of services available in Microsoft Dynamics AX. • Use a proxy class for .NET interop to X++.

• Access managed assemblies from X++. • Explain how .NET Framework assemblies are deployed. • Describe how to set up and use the Global Address Book.

• Review the data model and classes for the Global Address Book framework. • Create a new entity for the Global Address Book. • Modify the Extensible Data Security policy for the new Global Address Book entity.

• Retrieve an address from the Global Address Book on a transaction. • Describe how extensible data security policies can be used to help secure your data.

• Create and use extensible data security policies. • Describe how financial dimensions are used. • Describe the various types of organizations available in Microsoft Dynamics AX 2012.

• Describe how the organization model is used throughout the system.

• Create a custom operating unit, and organization type. • Describe how cases are used in Microsoft Dynamics AX 2012.

• Create a new case association type. • Add case management to a form. • Explain how policy rules are used.

• Review the data model for the policies framework. • Create a new policy type and policy rule.


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• Describe currencies, exchange rates, fiscal calendars, and periods.

• Describe the components that comprise the chart of accounts. • Review the steps for adding financial dimension controls to a form.

• Create a new system-defined dimension. • Describe how journals and transactions are used to update the general ledger. • Describe how the Budgeting module is used.

• Review the data model and key classes used for budgeting and budget checking. • Describe how the Fixed assets module is used. • Review the data model for fixed assets.

• Describe how products are set up, released, and finalized. • Describe how inventory dimensions and groups are used to manage product information. • Review the data model for inventory dimensions.

• Describe how reservations and marking are used in the system. • Review the inventory transactions and on hand inquiries. • Describe the data model for inventory transactions and on hand inventory.

• Review the structure of the Invent On Hand Class. • Explain how inventory journals are used.

• Discuss the inventory journals data model and the structure of the Invent Journal Check Post classes.

• Describe how quarantine management and quality management are used in the system. • Explain inventory blocking.

• Describe other functionality that is available in the Inventory and warehouse management module.

• Describe the activities and transactions that can be created for customers.

• Review the customer data model.

• Describe the activities and transactions that can be created for customers. • Describe how free text invoices are used.

• Review the data model and framework that is used for processing free text invoices. • Review the various ways that vendor invoices can be generated. • Describe the set up that is required for payments and review the data model for payment

set up. • Describe how customer and vendor payments are made. • Review the customer payment data model and discuss the framework that is used for

making and generating payments. • Describe how collections and interest notes are used.

• Review the data model and framework for interest notes. • Describe the functionality that is available for bill of exchanges. • Describe the functionality that is available for promissory notes.

• Review the general features that are supported with sales and purchase orders. • Describe how sales and purchase orders integrate with other modules,

• Discuss the primary tables used in the purchase order flow. • Describe how the Purch Type, Purch Line Type, and Purch Totals classes work. • Describe how trade agreements are used and set up.


[3]

• Review the data model for trade agreements.

• Discuss how the trade agreement classes are used and can be extended. • Describe how sales and purchase agreements are used and set up.

• Review the data model for sales and purchase agreements. • Discuss how the sales and purchase agreement classes are used and can be extended. • Describe how pricing policies are used.

• Describe how charges are used and set up. • Review the data model for charges. • Describe how the Form Letter framework is used.

• List the various documents that are processed through the Form Letter framework. • Describe the data model for updating documents. • Describe how the Form Letter classes relate to each other and generally work.

• Describe how to make modifications to the Form Letter framework. • Describe the differences between the sales order and the sales quotation features, data

model, and classes.

• Describe the differences between the purchase order and the request for quotation features, data model, and classes.

• Describe the differences between the purchase order and the purchase requisitions features, data model, and classes.

• Explain how to use and set up categories and category hierarchies.

• Review the data model for categories and category hierarchies. • Describe how projects are created, and the various types of projects that are available. • Review the data model for projects.

• Discuss the significant classes that are used with projects.

• Describe how the work breakdown structure is used with projects and how the data model relates to the project data model.

• Discuss the transaction types that are used for journals in the Project management and accounting module and how categories, pricing, and line properties control the posting of these transactions.

• Review the data model and the ProjTrans class hierarchy that is used for posting transactions against a project.

• Describe how budgeting and forecasting works with projects.

• Review the data model for budgets and forecasts. • Describe how project contracts are used. • Review the data model for project contracts.

• Describe how project invoice proposals and invoices are generated in Microsoft Dynamics AX.

• Review the data model and classes used for generating invoice proposals and invoices.

• Review how estimate projects and cost templates are used in the system. • Describe the Project Management and Accounting Add-In. • Review the basics of bill of materials and the data model

• Introduce routes and operations. • Describe the major features of production orders.


[4]

• Review scheduling methods, resources and jobs.

• Describe master planning and the planned production order journal model. • Introduce lean manufacturing, Kanban, and production flow models.

• Review Process Industries in Microsoft Dynamics AX 2012. • Implement a new line-item workflow. • Review the workflow providers in Microsoft Dynamics AX 2012.

• Create a custom workflow provider. • Enable queues for a workflow document. • Discuss how currency type fields function within the Condition Editor.

• Review the steps required to implement a new hierarchy type field to be used in the Condition Editor.

• Explain the report capabilities in Microsoft Dynamics AX 2012.

• Describe the key concepts involved when specifying data for your reports.

• Create a new query and then bind the query to a new SQL Server Reporting Services report together with an auto design.

• Add sorting, grouping, filters, and parameters to a report.

• Save, deploy, and view a report in Microsoft Dynamics AX.. • Discuss the Model-View-Controller (MVC) pattern. • Define the report dataset.

• Create a temporary table to store the report dataset. • Manage report parameters in a data contract class in X++. • Create a report data provider (RDP) class.

• Work with report precision design. • Explain how to print a report, set the print settings, prevent the display of print setup, set

the query range, and set a report parameter value in X++. • Review how reports bound to a report data method can contain business logic to access

data. • Describe the components of print management and the steps that are used to implement

each component of print management.

COURSE OUTLINE

Module 1: Number Sequences

This module explains how developers can perform customizations using the number sequence

framework.

Lessons

• Introduction

• Set Up and Administration

• Extensibility Scenarios

• Using Number Sequences in Forms

Lab: 1.1 Implement a New Number Sequence


[5]

After completing this module, students will be able to:

• Describe the features of number sequences in Microsoft Dynamics AX 2012.

• Describe the steps for setting up and administering a number sequence.

• Develop new number sequences by extending the Number Seq Application Module class.

• Use the Form Handler to create number sequences in a form.

Module 2: Framework Features

This module provides descriptions of some frameworks, subsystems and features in Microsoft

Dynamics AX 2012.

Lessons

• Introduction

• Event Handlers for Customization

• Integration with Microsoft Dynamics AX

• Interop to X++

• Interop from X++

• Deploy .NET Assemblies for Interop


• Describe the concept of events and how they can be used in Microsoft Dynamics AX.

• Describe the various methods for integrating with Microsoft Dynamics AX.

• Describe the various types of services available in Microsoft Dynamics AX.

• Use a proxy class for .NET interop to X++.

• Access managed assemblies from X++.

• Explain how .NET Framework assemblies are deployed.

Module 3: Application Foundation Features

There are many application foundation features in Microsoft Dynamics AX 2012. This module

introduces several of these features.

Lessons

• Introduction

• Global Address Book

• Extensible Data Security Policy Framework

• Financial Dimension Framework


[6]

• Organization Model Framework

• Case Management Framework

• Policy Framework

Lab: 3.1 Extensible Data Security Policies

Lab: 3.2 Extend Case Management


• Describe how to set up and use the Global Address Book.

• Review the data model and classes for the Global Address Book framework.

• Create a new entity for the Global Address Book.

• Modify the Extensible Data Security policy for the new Global Address Book entity.

• Retrieve an address from the Global Address Book on a transaction.

• Describe how extensible data security policies can be used to help secure your data.

• Create and use extensible data security policies.

• Describe how financial dimensions are used.

• Describe the various types of organizations available in Microsoft Dynamics AX 2012.

• Describe how the organization model is used throughout the system.

• Create a custom operating unit, and organization type.

• Describe how cases are used in Microsoft Dynamics AX 2012.

• Create a new case association type.

• Add case management to a form.

• Explain how policy rules are used.

• Review the data model for the policies framework.

• Create a new policy type and policy rule.

Module 4: Use and Design of the Ledger Module

This module describes a series of tasks that show the functionality used in the General Ledger,

Budgeting, and Fixed Assets modules.

Lessons

• Introduction

• General Ledger Overview

• Chart of Accounts

• Journals and Transactions


[7]

• Budgeting Overview

• Fixed Asset Overview

Lab: 4.1 Create a System-Defined Dimension

Lab: 4.2 Import Ledger Transactions


• Describe currencies, exchange rates, fiscal calendars, and periods.

• Describe the components that comprise the chart of accounts.

• Review the steps for adding financial dimension controls to a form.

• Create a new system-defined dimension.

• Describe how journals and transactions are used to update the general ledger.

• Describe how the Budgeting module is used.

• Review the data model and key classes used for budgeting and budget checking.

• Describe how the Fixed Assets module is used.

• Review the data model for Fixed Assets.

Module 5: Use and Design of the Product Information Management Module

This module highlights the new patterns used to represent item-product master data.

Lessons

• Introduction

• Products

• Inventory Dimensions

• Managing Inventory Policies

Lab: 5.1 Product Information Management Workshop


• Describe how products are set up, released, and finalized.

• Describe how inventory dimensions and groups are used to manage product information.

• Review the data model for inventory dimensions.

Module 6: Use and Design of the Inventory and Warehouse Management Module

This module explains the functionality offered by the Inventory and Warehouse Management

module by describing a series of tasks that are performed by using the module.

Lessons


[8]

• Introduction

• Reservations and Marking

• Inquiries and Transactions

• Inventory Journals

• Quarantine and Quality Management

• Other Functionality

Lab: 6.1 Import Beginning Balances

Lab: 6.2 Inventory Blocking


• Describe how reservations and marking are used in the system.

• Review the inventory transactions and on hand inquiries.

• Describe the data model for inventory transactions and on hand inventory.

• Review the structure of the Invent On Hand Class.

• Explain how inventory journals are used.

• Discuss the inventory journals data model and the structure of the Invent Journal Check Post classes.

• Describe how quarantine management and quality management are used in the system.

• Explain inventory blocking.

• Describe other functionality that is available in the Inventory and Warehouse Management module.

Module 7: Use and Design of the Accounts Receivable and Accounts Payable

This module reviews the functionality that is available for customers and vendors and the

primary transactions that occur for each module.

Lessons

• Introduction

• Customers

• Vendors

• Free Text Invoices

• Vendor Invoices

• Payments

• Collection and Interest

• Bills of Exchange


[9]

• Promissory Notes

Lab: 7.1 Export Vendor Payments

Lab: 7.2 Transfer Balances



• Review the customer data model.


• Describe how free text invoices are used.

• Review the data model and framework that is used for processing free text invoices.

• Review the various ways that vendor invoices can be generated.

• Describe the set up that is required for payments and review the data model for payment set up.

• Describe how customer and vendor payments are made.

• Review the customer payment data model and discuss the framework that is used for making and generating payments.

• Describe how collections and interest notes are used.

• Review the data model and framework for interest notes.

• Describe the functionality that is available for bill of exchanges.

• Describe the functionality that is available for promissory notes.

Module 8: Use and Design of the Sales and Purchase Module

This module introduces the features in Microsoft Dynamics AX 2012 that support the sales and

purchase processes, and it also reviews the data models and coding patterns for many of the

features.

Lessons

• Introduction

• Sales and Purchase Orders

• Agreements

• Charges

• FormLetter Framework

• Other Features

Lab: 8.1 Add a Field to the Sales Invoice



[10]

• Review the general features that are supported with sales and purchase orders.

• Describe how sales and purchase orders integrate with other modules,

• Discuss the primary tables used in the purchase order flow.

• Describe how the Purch Type, Purch Line Type, and Purch Totals classes work.

• Describe how trade agreements are used and set up.

• Review the data model for trade agreements.

• Discuss how the trade agreement classes are used and can be extended.

• Describe how sales and purchase agreements are used and set up.

• Review the data model for sales and purchase agreements.

• Discuss how the sales and purchase agreement classes are used and can be extended.

• Describe how pricing policies are used.

• Describe how charges are used and set up.

• Review the data model for charges.

• Describe how the Form Letter framework is used.

• List the various documents that are processed through the Form Letter framework.

• Describe the data model for updating documents.

• Describe how the Form Letter classes relate to each other and generally work.

• Describe how to make modifications to the Form Letter framework.

• Describe the differences between the sales order and the sales quotation features, data model, and classes.

• Describe the differences between the purchase order and the request for quotation features, data model, and classes.

• Describe the differences between the purchase order and the purchase requisitions features, data model, and classes.

• Explain how to use and set up categories and category hierarchies.

• Review the data model for categories and category hierarchies.

Module 9: Use and Design of the Project Management and Accounting Module

This module introduces students to the Project management and Accounting module of

Microsoft Dynamics AX.

Lessons

• Introduction

• Projects


[11]

• Work Breakdown Structure

• Journals and Transactions

• Budgets and Forecasting

• Project Contracts

• Invoicing

• Estimates and Revenue Recognition

• Project Management and Accounting Add-In

Lab: 9.1 Warranty Item

Lab: 9.2 Put and Invoice Proposal on Hold


• Describe how projects are created, and the various types of projects that are available.

• Review the data model for projects.

• Discuss the significant classes that are used with projects.

• Describe how the work breakdown structure is used with projects and how the data model relates to the project data model.

• Discuss the transaction types that are used for journals in the Project management and Accounting module and how categories, pricing, and line properties control the posting of these transactions.

• Review the data model and the ProjTrans class hierarchy that is used for posting transactions against a project.

• Describe how budgeting and forecasting works with projects.

• Review the data model for budgets and forecasts.

• Describe how project contracts are used.

• Review the data model for project contracts.

• Describe how project invoice proposals and invoices are generated in Microsoft Dynamics AX.

• Review the data model and classes used for generating invoice proposals and invoices.

• Review how estimate projects and cost templates are used in the system.

• Describe the Project Management and Accounting Add-In.

Module 10: Use and Design of the Production Control Module

This module discusses the major components of the Production Control module in Microsoft

Dynamics AX 2012.


[12]

Lessons

• Introduction

• Bill of Materials

• Routes

• Production Orders

• Scheduling

• Planned Production Orders

• LEAN Manufacturing

• Process Industries

Lab: 10.1 Bill of Material


• Review the basics of bill of materials and the data model

• Introduce routes and operations.

• Describe the major features of production orders.

• Review scheduling methods, resources and jobs.

• Describe master planning and the planned production order journal model.

• Introduce lean manufacturing, Kanban, and production flow models.

• Review Process Industries in Microsoft Dynamics AX 2012.

Module 11: Workflow

This module introduces advanced development topics that explain how to implement line-item

workflows, create workflow work item queues, create new workflow providers, implement

currency support in the Condition Editor, and implement conditions on fields that represent

hierarchies in the Condition Editor.

Lessons

• Introduction

• Line-Item Workflows

• Workflow Providers

• Work Item Queues

• Currency in the Condition Editor

• Hierarchy Type Fields in the Condition Editor

Lab: 11.1 Workflow Workshop


[13]


• Implement a new line-item workflow.

• Review the workflow providers in Microsoft Dynamics AX 2012.

• Create a custom workflow provider.

• Enable queues for a workflow document.

• Discuss how currency type fields function within the Condition Editor.

• Review the steps required to implement a new hierarchy type field to be used in the Condition Editor.

Module 12: Reporting

This module introduces students to the features of SSRS and shows how to create simple

reports by using a query and an auto-design. In addition, a complex report using by the new

report data provider framework in a precision design is reviewed.

Lessons

• Introduction

• Reporting Features Overview

• Report Data Overview

• Creating Basic Reports from a Query

• Create a Precision Design Report from a Report Data Provider

• Manage Report Execution by Using X++

• Business Logic in Report Data Methods

• Print Management

Lab: 12.1 Report Workshop


• Explain the report capabilities in Microsoft Dynamics AX 2012.

• Describe the key concepts involved when specifying data for your reports.

• Create a new query and then bind the query to a new SQL Server Reporting Services report together with an auto design.

• Add sorting, grouping, filters, and parameters to a report.

• Save, deploy, and view a report in Microsoft Dynamics AX..

• Discuss the Model-View-Controller (MVC) pattern.

• Define the report dataset.

• Create a temporary table to store the report dataset.


[14]

• Manage report parameters in a data contract class in X++.

• Create a report data provider (RDP) class.

• Work with report precision design.

• Explain how to print a report, set the print settings, prevent the display of print setup, set the query range, and set a report parameter value in X++.

• Review how reports bound to a report data method can contain business logic to access data.

• Describe the components of print management and the steps that are used to implement each component of print management.

80313: development iv in microsoft dynamics ax 2012tanducits.com/images/products/80313.pdf · •...

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