Objective

This workshop addresses the topic of inventory valuation within Dynamics D365FO/AX. We answer common questions, such as:

  • How do I achieve good and reliable stock valuation using AX/D365 Finance and Operations?
  • How do I set this up within AX/D365FO and what procedure should I follow to comply with external laws and regulations and internal reporting and information needs?

Description

Are you also running into the following questions?

  • Is my inventory value correct?
  • How are the (sales) margins calculated?
  • Do I comply with stock valuation legislation and regulations with AX/D365FO?
  • How do I explain the reconciliation between my inventory records and the general ledger?

We come across questions like these, concerning the how and what of stock valuation within AX/D365FO, on a daily basis. Many organisations report that they find the way inventory valuation takes place within AX/D365FO difficult to fathom.

This workshop focuses on this question: how do I get a grip on my inventory valuation? What should I do/don't I do to set up and manage inventory valuation correctly?

The workshop explains the basics of stock valuation using processes within trade logistics.

Preliminary knowledge

The training course Microsoft Dynamics 365 for Finance and Operations Fundamentals (DO-INT) or Microsoft Dynamics AX2012 introduction (X12-INT)

Global knowledge of the basic functionalities around trade logistics and inventory management.  

Target group

This workshop is developed for users and consultants of Microsoft Dynamics AX / Dynamics 365 for Finance and Operations dealing with inventory valuation. The focus in the workshop is on the version Dynamics 365 Finance and Operations and AX 2012.

Contents

We will cover the following topics:

  • Concepts surrounding stock valuation
  • Basic principles of laws and regulations
  • Valuation systems
  • Elements of
  • Stock valuation process
  • Sub and general ledger
  • Reporting and insight