3 -1Enterprise Resource PlanningLab. 3Objective Create Purchase Orders Trace Financial and Inventory Transactions Identify How Dynamics AX System Parameters Control PostingsCreate Purchase orderOpen the Purchase Order form: Accounts Payable -> Common->Purchase Order-> AllPurchase OrdersThe screen shows purchase order header details when they have been created. Use Newto create a purchase order.Create a purchase order for … Continue reading “Enterprise Resource Planning | My Assignment Tutor”
3 -1Enterprise Resource PlanningLab. 3Objective Create Purchase Orders Trace Financial and Inventory Transactions Identify How Dynamics AX System Parameters Control PostingsCreate Purchase orderOpen the Purchase Order form: Accounts Payable -> Common->Purchase Order-> AllPurchase OrdersThe screen shows purchase order header details when they have been created. Use Newto create a purchase order.Create a purchase order for Mirvo and press the OK button.3 -2Enter item Intel333 plus your Company name. Set quantity to 10 and Unit Price to $120.Choose the Purchase tab.Confirm the Purchase Order.The purchase order has now been created and would have been sent to the supplier.3 -3Select the Receive tab. Ensure Print Receipt is unticked. Enter the a number in theProduct Receipt field. The number would be the number from the Supplier’s deliverydocument and needs to be unique for the Supplier each time you receive products.Achieve this by typing different numbers each time.Press the OK button.When control returns to the Purchase Order form click on the Intel333 Item Number.Select the Manage Inventory tab. Select On-Hand Inventory. You will notice thatinventory has been increased by 10.3 -4This inventory can now be used in productions.Close the forms so the Purchase Order form is shown. Choose the Tax Invoice tab.Select Tax Invoice.3 -5You will need to enter the Invoice Number that would appear on the supplier’s invoice.Enter a number of your choice. Select the Post option at the top of the form.3 -6Select Post on the form that is displayed.The posting is made and the purchase order is displayed.Select the General Tab and choose Posting to see the purchase order information.3 -7Close the form.On the Tax Invoice tab choose Tax Invoice.Select Voucher to show your General Ledger postings3 -8The forms shows the general ledger accounts that have been updated.Close all forms.Open the Main Accounts form: General Ledger->Common->Main AccountsLocate account 62200 Raw Materials. Note the balance value on the right of the form.3 -9Select the Posted button at the top of the form and note the transaction.Close all forms.Foreign Currency PurchasesCreate a purchase order for Oshiba as you have previously. Set the item toIntel333Company quantity to 5 and price to US$120. The value will be in United StatesDollars, therefore, enter $120.Follow the above steps until the Purchase Order has had the Invoice Registered.The steps are as follows.Select New Purchase Order and choose Oshiba.3 -10Enter the item number quantity of 5 and price of $120.Confirm the Purchase Order on the Purchase tab.Receipt the products on the Receive Tab.3 -11Enter an imitation delivery note number and select OK.Invoice the Purchase Order on the Invoice tab.Enter an imitation invoice number and Post the Invoice3 -12Use the Tax Invoice tab and the Tax Invoice function followed by the Voucher tab toshow the postings in USD.Close all forms.END
