Clueless New AX User, Need Help with Procurement Module

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Posted on by Ashley Hill

I was recently recruited for a functional consultant position where I will be primarily working with MS Dynamics AX 2012. My boss has informed me that I will be focusing (at least initially) on the Procurement and Sourcing module and that I will need to pass a certification exam. Unfortunately, I do not know the first thing about ERP systems or consulting and I have limited knowledge about procurement. Please help! I have Microsoft’s training materials for the module but the manual is limited to “how” certain procedures/operations should be performed in AX. It does not answer “why” kinds of questions. I feel slightly lost and overwhelmed. Can anyone help? Where should I start? Are there other resources I should look into?

Any suggestions would be greatly appreciated.

Thanks in advance…

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Francois M 140 on at

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Re: Clueless New AX User, Need Help with Procurement Module

AX 2012 has a good training manual on Procurement.... However, I would spend sometime on google searching for "procure to pay". You'll first need to understand the what/why/how of purchasing, and once you understand the business requirements, you'll be able to understand how the software fits into the procurement process. good luck.
Joel Leichty 466 on at

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Re: Clueless New AX User, Need Help with Procurement Module

If you are a beginner to AX I'd check out this interactive manual for the iPad (disclaimer - I wrote it): http://bit.ly/ax2012td

It won't help you pass the exams, but it's designed to walk new users through the typical business processes in AX.

Regards,

Joel
Claire Bremer Nielsen on at

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Re: Clueless New AX User, Need Help with Procurement Module

Microsoft Learning have created a manual named Procurement in Microsoft Dynamics AX 2012, which would be helpful to you. You can access it via PartnerSource and CustomerSource.

Good luck.
mm123 2,535 on at

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Re: Clueless New AX User, Need Help with Procurement Module

Hill,

I can share some details for AX 2012, please drop an email to discuss.

MV

nj.tech@hotmail.com
Tim W 2,925 on at

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Re: Clueless New AX User, Need Help with Procurement Module

A couple thoughts come to mind after 'poor you' and 'been there'.

Caveat, I've not seen AX2012 other than on some power points so my knowledge is limited to AX2009. I would call AX2012 the web delivered version of AX2009 with of course more cool new stuff. You are correct that there is no 'why' narrative in the documentation but I'd say the on line courses do a decent narrative of process not just procedure so best you take them but first.....

There is a book by Scott Hamilton I have (we all have) called Managing Your Supply Chain Using Microsoft Dynamics (AX2009). It is the guide book for nearly every consultant and it ties the modules together. Amazon, pull the trigger, you need it. I'm sure he has a 2012 version. He has other books for other modules so be sure you order Suppy Chain. 400 pages, very nice narrative.

Get a copy of a working VPC image and use it to run tranasactions covered in the on line training.

Lastly, don't fess up so much on what you don't know :), your next client might be reading this site and you actually only need to know a little bit more than they do to be a star.

Best of luck,

Tim