This instructor-led course, Distribution and Trade in Microsoft Dynamics AX, introduces advanced Trade & Logistics functionality. This course builds on information provided in the Supply Chain Foundation in Microsoft Dynamics AX course.


After completing this course, students will be able to:

  • Allow for over/under delivery of goods.
  • Assign charges.
  • Set up and manage quarantine management functionality.
  • Recognize the pick process.
  • Register serialized and batch inventory.
  • Reverse and split a pick.
  • Edit Item dimensions during picking.
  • Create Vendor returns, Return actions, and Manage Customer returns.
  • Manually reserve inventory.
  • Set up automatic and explosion inventory reservation.
  • Query, cancel, or change a reservation.
  • Set up, activate, and modify Customer and Vendor trade agreements.
  • Understand Customer and Vendor Price/Discount groups.
  • Set up and use Supplementary items.
  • Work with sales quotations.
  • Define various sales quotation functions.
  • Set up transfer orders.
  • Create a transfer order.
  • Pick items before transfer between warehouses.
  • Transfer items between warehouses.
  • Set up the elements of a commission agreement.
  • View commission transactions from a financially updated sales order.
  • Understand the ABC Inventory Classification System.
  • Understand how to use the Physical inventory by inventory dimension report.
  • Understand how to use reports in forecasting sales and purchase expectations.


Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics AX 2012 for basic processing.
  • Completed the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.


  • Module 1: Overview
  • Module 2: Over/Under Delivery and Charges
  • Module 3: Customer and Vendor Agreements
  • Module 4: Item Arrival Registration
  • Module 5: Quarantine Management
  • Module 6: Vendor Returns
  • Module 7: Sales Quotations
  • Module 8: Item Reservations
  • Module 9: Sales Order PickingThis module introduces the sales picking process
  • Module 10: Customer Returns
  • Module 11: Commissions
  • Module 12: Transfer Orders
  • Module 13: Reports

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