This course provides a complete walkthrough of the Purchase Order lifecycle in Microsoft Dynamics AX 2012 R3, including setup, processing, validation, and financial controls. You’ll learn how to configure auto charges, allocate costs, validate invoices, apply matching policies, and enforce budget control using AX’s financial and workflow capabilities.
Whether you work in Accounts Payable, Procurement, Finance, or are preparing for AX 2012 R3 certification, this module gives you the practical skills needed to manage purchasing operations accurately and efficiently.
What You’ll Learn:
- By the end of this course, you will be able to:
Create and manage purchase orders, confirmations, receipts, and invoicing
Configure auto charges and allocate charges across lines and orders
Apply invoice matching (2‑way, 3‑way, and tolerance policies)
Validate invoices and resolve matching discrepancies
Set up budget control, thresholds, and rules
Use workflow for approvals and financial governance
Improve accuracy and compliance in AP and procurement processes
Course Overview:
This module includes hands‑on demonstrations of:
Purchase order creation and lifecycle
Auto charges and charge allocation
Invoice validation and matching
Budget setup and budget control
Workflow configuration and approval routing
This course gives you the practical knowledge needed to manage purchasing and financial controls confidently in AX 2012 R3.
