81207. Manage the Sales Process in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Description

This course reviews the concepts related to managing sales charges, sales orders, configuring and managing reservations, creating sales quotations, handling customer returns, and managing sales commissions in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.

This course helps prepare you for assessment Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.

What are the goals for this course?

• Create Charges Codes
• Create Customer Charges Groups
• Create Item Charges Groups
• Create Delivery Charge Groups
• Create Auto Charges
• Create customer sales agreements
• Set up and use full text search
• Update sales order delivery settings
• Update charges and view sales order totals
• Copy sales orders
• Create sales order using item lists
• Configure order holds
• Add order notes
• Set up enhanced delivery date control
• Configure delivery date control types
• Configure coverage calendars and transport times
• Work with supply overview form
• Configure available ship and receipt dates
• Add order entry deadlines
• Establish margins and pricing on a sales order
• Create and update direct delivery order
• Picking list workbench
• Pick sales order
• Post packing slip
• Customer invoicing
• Item reservations
• Applying Manual and Automatic Reservations
• Work with Automatic Reservations and Selection of Batches
• Apply Explosion reservations
• View, Lock and Cancel Reservations
• Configure Batch reservations
• Pick Reserved Items
• Create sales quotations
• Update sales quotations
• Manage trade agreements with supplementary stems
• Manage BOMs on sales quotations
• Process product returns from customers
• Create replacement orders from the return order
• Create Commission Groups
• Create Commission Item Groups
• Create Commission Sales Groups
• Set up Commission Calculations
• Commission Transactions for Returned Items
• Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations courses
• The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
• General knowledge of basic navigation within Dynamics 365 for Finance and Operations
• Basic knowledge of distribution and trade concepts

What are the prerequisites to consume this course?

Module 01: Manage Sales Charges

• Charge Codes
• Customer Charge Groups
• Item Charge Groups
• Delivery Charge Groups
• Auto Charges

Module 02: Manage Sales Orders

• Create Customer Sales Agreements
• Set Up and Use Full Text Search
• Update Sales Order Delivery Settings
• Update Charges and View Sales Order Totals
• Copy Sales Orders
• Create Sales Orders Using Item Lists
• Configure Order Holds
• Create Order Events
• Add Order Notes
• Enhanced Delivery Date Control
• Delivery Date Control
• Calendars and Transport Times
• Supply Overview
• Configure Available Ship and Receipt Dates
• Add Order Entry Deadlines
• Establish Margins and Pricing on a Sales Order
• Create a Direct Delivery Order
• Update a Direct Delivery Order
• Picking List Workbench
• Pick a Sales Order
• Create and Post Packing Slips
• Customer Invoicing

Module 03: Configure and Manage Item Reservations

• Item reservations
• Manual Reservations
• Automatic Reservations
• Automatic Reservations and Selection of Batches
• Explosion Reservations
• View, Lock and Cancel Reservations
• Configure Batch Reservations
• Pick Reserved Items

Module 04: Managing Sales Quotations

• Create Sales Quotations
• Updating Sales Quotations
• Managing Trade Agreements with Supplementary Items
• Managing BOMs on Sales Quotations
• Sale Quotations in MRP

Module 05: Processing Customer Returns

• Process Product Returns from Customers
• Create Replacement Orders

Module 06: Managing Sales Commissions

• Create Commissions Groups
• Create Commission Item Groups
• Create Commission Sales Groups
• Set up Commissions Calculations
• Commission Transactions for Returned Items