81244. Trade in Microsoft Dynamics 365 Business Central

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.

What are the goals for this course?

Use the Order Processor Role Center

Set up Sales Order Management

Manage Sales Transactions

Enter Drop Shipments

Use Sales Prices and Discounts

Make Item Substitutions

Sell Nonstock Items

Complete Requisition Management Setup

Item Charges Setup

Use Purchase Item Charges

Use Sales Item Charges

Enter and manage Customer and Vendor Returns

Use the Assemble to Order features

What are the prerequisites to consume this course?

General knowledge of Microsoft Office

81242. Financial Essentials in Microsoft Dynamics 365 Business Central

81243. Finance Advanced in Microsoft Dynamics 365 Business Central

Module 01: Getting Started with Trade

• Trade Focused Role Centers
• Trade Master Data

Module 02: Setting Up Trade in Dynamics 365 Business Central

• Sales and Receivables Setup
• Purchases and Payables Setup
• Inventory Setup
• Setting Up Locations
• How to Set Up Locations
• My Notifications
• Customer Ship-to Addresses and Shipping Options

Module 03: Selling Items and Services

• Sales Process Overview
• What to Sell?
• Sales Quotes
• Creating Sales Quotes in Microsoft Dynamics 365 Business Central
• Blanket Sales Orders
• Creating Blanket Sales Orders in Business Central
• Sales Orders
• Creating Sales Orders in Business Central
• Sales Invoices
• Invoicing Multiple Shipments
• Sales Return Orders
• Sales Credit Memo
• Correct and Cancel Sales Transactions
• How to Correct and Cancel Sales Transactions
• Drop Shipments
• Drop Shipping Items

Module 04: Purchasing Items and Services

• Purchase Process Overview
• What to Purchase?
• Purchase Quotes
• Blanket Purchase Orders
• Purchase Orders
• Creating Purchase Orders in Microsoft Dynamics 365 Business Central
• Create a Replenishment Purchase Order from a Sales Document
• Purchase Invoices
• Invoicing Multiple Receipts
• Purchase Return Orders
• Purchase Credit Memo
• Correct and Cancel Purchase Transactions

Module 05: Prices and Discounts

• Set Up Sales and Purchase Prices
• Set Up Prices
• Use Sales and Purchase Prices
• Use Prices
• Line Discount
• Set Up Line Discounts
• Use Line Discounts
• Invoice Discounts
• Set Up Invoice Discounts
• Allow and, or Disallow Discounts

Module 06: Additional Item Features

• Item Substitutions
• Using Item Substitutions
• Item Cross References
• Using Item Cross References
• Nonstock Items
• Using Nonstock Items
• Item Attributes
• Using Item Attributes

Module 07: Requisition Management

• Requisition Management Setup
• Requisition Worksheet
• Entering Lines Manually in the Requisition Worksheet
• Calculate Plan Batch Job
• Planning Parameters
• Planning Items with Fixed Reorder Quantity
• Planning Items with Maximum Quantity
• Planning Items with Order
• Planning Items with Lot-for-Lot
• Additional Worksheet Features

Module 08: Item Charges

• Item Charges Setup
• Purchase Item Charges
• Process Item Charges in a Purchase Order
• Process Item Charges in a Purchase Invoice
• Sales Item Charges

Module 09: Order Promising

• Sales Order Promising Key Concepts
• Setting Up Order Promising
• Sales Order Promising Definitions and Calculations
• Date Calculation Setup for Sales Orders
• How to Set Up Date Calculation for Sales Orders
• Promising Sales Order Delivery
• Promising Sales Order Delivery in Different Situations
• Purchase Order Promising Definitions and Calculations
• How to Set Up Date Calculation for Purchase Orders
• Estimating Purchase Order Receipts
• Estimate Transfer Order Receipt
• Calendars
• Set Up and Assign Calendars

Module 10: Returns Management

• Returns Management Setup
• Return Reasons
• Manage Customer Returns
• How to Register a Compensation Agreement with a Customer
• Items Returned for Vendor Repair
• Manage Returns to Vendors
• Exact Cost Reversing

Module 11: Assembly Management

• Assembly Management
• Assembly Setup
• Assembly Items and Assembly Bill of Materials
• Setting Up an Assembly BOM
• Assemble to Order
• Create an Assemble-to-Order Sales Order
• Customize Linked Assembly Order Lines
• Availability Views For Assembly Components
• Assembly Quotes and Assembly Blanket Orders
• Explode Assembly BOM During Sales Order Entry
• Reservations
• Reserve Assembly Components
• Selling ATO Items and Inventory Items Together
• Assemble-to-Order Shipments
• Undo Assemble-to-Order Shipments