80953. Trade in Microsoft Dynamics NAV 2017

Description

This course provides you with the knowledge and skills to handle the purchase, sale, and return of inventory. You will learn how to manage sales and purchase transactions, including prices and discounts, item charges and order promising. Requisition management will be covered, as well as returns management and customer service features. This course also demonstrates how to set up sales and purchase analysis reports, including budgets and dimensions.

What are the goals for this course?

• The Order Processor Role Center
• Set Up Sales Order Management
• Manage Sales Transactions
• Item Reservations and Posting Orders
• Drop Shipments
• Sales Prices
• Sales Line Discounts
• Discounts
• Item Substitutions
• Item Cross References
• Nonstock Items
• Purchasing Agent Role Center
• Purchase Order Management Setup
• Requisition Management Setup
• Planning Parameters
• Item Charges Setup
• Purchase Item Charges
• Sales Item Charges
• Order Promising Setup
• Promising Sales Order Delivery
• Estimating Purchase Order Receipts
• Estimate Transfer Order Receipt
• Returns Management Setup
• Customer Returns
• Manage Returns to Vendors
• Assemble to Order
• Reservations
• Assemble-to-order Shipment
• Sales and Purchase Budgets
• Analysis views and Reports

What are the prerequisites to consume this course?

• General knowledge of Microsoft Windows
• General knowledge of Microsoft Office

Outline

Module 01: Sales Order Management

• The Order Processor Role Center
• Set Up Sales Order Management — Part 1
• Manage Sales Transactions
• Item Reservation
• Posting Orders
• Drop Shipments
• Module 02: Sales Prices and Discounts
• Set Up Sales Prices
• Use Sales Prices
• Maintain Sales Prices
• Sales Line Discounts
• Invoice Discounts
• Allow and, or Disallow Discounts

Module 03: Customer Service Features

• Item Substitutions
• Item Cross References
• Set Up and Create Nonstock Items

Module 04: Purchase Order Management

• Purchasing Agent Role Center
• Purchase Order Management Setup
• Manage Purchase Transactions
• Purchase Prices
• Invoice and Line Discounts

Module 05: Requisition Management

• Requisition Management Setup
• Requisition Worksheet
• Planning Parameters
• Additional Worksheet Features

Module 06: Item Charges

• Item Charges Setup
• Purchase Item Charges
• Sales Item Charges

Module 07: Order Promising

• Sales Order Promising Key Concepts
• Order Promising Setup
• Sales Order Promising Definitions and Calculations
• Promising Sales Order Delivery
• Purchase Order Promising Definitions and Calculations
• Estimating Purchase Order Receipts
• Estimate Transfer Order Receipt
• Calendars

Module 08: Returns Management

• Returns Management Setup
• Manage Customer Returns
• Practice: Process a Customer Return
• Manage Returns to Vendors

Module 09: Assembly Management

• Assembly Management
• Assembly Setup
• Assembly Items and Assembly Bill of Materials
• Assemble to Order
• Reservations
• Selling ATO Items and Inventory Items Together
• Assemble-to-Order Shipments

Module 10: Analysis and Reporting

• Sales and Purchase Budgets
• Analysis Views and Reports
• Display Analysis Reports as a Chart
• Analysis by Dimensions