Trade in Microsoft Dynamics NAV

This two-day instructor-led training (ILT) course provides students with the knowledge and skills to handle the purchase, sale, and return of inventory. Students 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.The intended audience includes individuals wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics NAV Trade.

After completing this course, students will be able to:

  • Review the setup of Sales Order Management. This includes customers, shipping options, reservation rules, customer posting groups, and salespeople.
  • Explain and process sales quotes and blanket sales orders, and review sales order information.
  • Describe how to reserve items on a sales order.
  • Explain how to post a sales order shipment.
  • Describe and show how to combine shipments into one invoice.
  • Explain and demonstrate the drop shipment process.
  • Show how to process prepayments on a sales order.
  • Define sales prices and set up sales prices and customer price groups.
  • Explain how to maintain sales prices by using the sales price worksheet.
  • Describe and set up line discounts.
  • Explain how invoice discounts are used.
  • Describe how to set up and use item substitutions.
  • Review the setup and use of item cross references.
  • Explain how to set up nonstock items and create them manually.
  • Describe how to sell nonstock items by using special orders.

Course Details

Module 1: Sales order management

This module examines the setup of and transactions in Sales Order Management, including blanket sales orders, sales order shipments, drop shipments, and prepayments.

·     Set Up Sales Order Management

·     Manage Sales Transactions

·     Item Reservation

·     Posting Orders

·     Drop Shipments

·     Customer Prepayments

·     Lab : Create and Convert a Blanket Sales Order

·     Lab : Ship and Invoice a Sales Order

·     Lab : Reserve an Item on a Sales Order

 

After completing this module, students will be able to:

·       Review the setup of Sales Order Management. This includes customers, shipping options, reservation rules, customer posting groups, and salespeople.

·     Explain and process sales quotes and blanket sales orders, and review sales order information.

·     Describe how to reserve items on a sales order.

·     Explain how to post a sales order shipment.

·     Describe and show how to combine shipments into one invoice.

·     Explain and demonstrate the drop shipment process.

 

Module 2 Sale prices and discounts

This module explores Microsoft Dynamics NAV pricing and discount features.

·     Sales Prices

·     Maintain Sales Prices

·     Sales Line Discounts

·     Invoice Discounts

·     Lab : Manage Sales Prices

·     Lab : Update Sales Prices

·     Lab : Offer the Best Available Price to a Customer

 

After completing this module, students will be able to:

·     Define sales prices and set up sales prices and customer price groups.

·     Explain how to maintain sales prices by using the sales price worksheet.

·     Describe and set up line discounts.

<

 

Module 3: Customer service features

This module explores customer service features in Microsoft Dynamics NAV, which include the substitution of one item with another, item cross reference, and nonstock items. Companies can manage the sale of nonstock items in two ways—create drop shipments and use special orders. Each of these features adds to customer satisfaction by offering more flexibility and by expediting the sales process.

·     Item Substitutions

·     Item Cross References

·     Set Up and Create Nonstock Items

·     Sell Nonstock Items

·     Lab : Process a Sales Order with Item Substitutions

·     Lab : Process a Sales Order with Item Cross References

After completing this module, students will be able to:

·     Describe how to set up and use item substitutions.

·     Review the setup and use of item cross references.

·     Explain how to set up nonstock items and create them manually.

 

Module 4: Purchase Order Management

This module explains how to set up all aspects of Purchase Order Management. It also describes how to use purchase documents.

·     Purchase Order Management Setup

·     Manage Purchase Transactions

·     Purchase Prices and Discounts

·     Purchase Prices

·     Invoice and Line Discounts

·     Vendor Prepayments

·     Lab : Process a Purchase Quote to an Order

·     Lab : Manage Purchase Line Discounts

·     Lab : Manage Alternative Purchase Prices

 

After completing this module, students will be able to:

·       Review the setup of Purchase Order Management. This includes vendors, vendor posting groups, shipping and, or receiving options, and purchasers.

·     Explain how to use purchase documents. This includes quotes, blanket orders, and purchase orders.

·     Review purchase prices and discounts in relation to item costs.

·     Explain purchase price setup and processing.

·     Explain discount setup and processing.

 

Module 5: Requisition Management

This module explains how to set up requisition management and use the requisition worksheet. Lessons

·     Requisition Management Setup

·     Requisition Worksheet

·     Additional Worksheet Features

 

After completing this module, students will be able to:

·     Briefly describe requisition management setup and planning parameters.

·       Explain the core functionality of the requisition worksheet and show how to calculate a plan and process proposed orders.

 

Module 6: Item charges

This module explains the item charges and allowances. Lessons

·     Purchase Item Charges

·     Sales Item Charges

·     Purchase and Sales Allowances

·     Lab : Assign Freight Charges to an Open Purchase Order

·     Lab : Create an Item Charge Purchase Credit Memo

 

After completing this module, students will be able to:

·     Describe the setup of item charges.

·     Explain purchase item charges and show how to assign them to a posted purchase receipt.

·     Describe sales item charges and show how to assign them to a posted sales shipment.

Module 7: Order Promising

This module explains how to define field definitions and date calculations and estimate dates. It also explains how to use Calendars functionality.

·     Sales Order Promising Definitions and Calculations

·     Date Calculation Setup for Sales Orders

·     Promising Sales Order Delivery

·     Purchase Order Promising Definitions and Calculations

·     Date Calculation Setup for Purchase Orders

·     Estimating Purchase Order Receipts

·     Estimate a Transfer Order Receipt

·     Calendars

·     Lab : Promise Sales Order Delivery to a Customer

·     Lab : Purchase Order Promising

After completing this module, students will be able to:

·     Describe the key concepts, field definitions, and date calculations for sales order promising.

·     Explain the setup of time values and other parameters for sales order promising.

·     Show order promising and date calculation functionality for sales order deliveries.

·     Define the field definitions and date calculations for estimating purchase order receipts.

·     Explain the setup of time value parameters for estimating purchase order receipts.

·     Show how to estimate dates for purchase order receipts and the related calculations.

·     Explain how transfer order receipts are estimated.

·     Describe how to use the Calendars functionality to exclude nonworking days in date calculations.

Module 8: Returns Management

This module explains how to setup Returns Management and process returns from customer or returns to vendors.

·     Returns Management Setup

·     Manage Customer Returns

·     Manage Returns to Vendors

·     Lab : Process a Vendor Return

·     Lab : Process a Customer Return

 

After completing this module, students will be able to:

·     Describe the returns management setup for sales and purchases.

·     Explain and show how to manage customer returns.

·     Explain and show how to manage returns to vendors.

 

Module 9: Assembly Management

This module explains how to set up assembly management. It also shows processes for assemble-to-order and inventory items.

·     Assemble to Order

·     Reservations and Item Tracking

·     Selling ATO Items and Inventory Items Together

·     Assemble-to-Order Shipments

·     Lab : Create Partial Shipments on Sales Lines That Contain Both ATO Items and Inventory Items

·     Lab : Create Assemble-to-Order Sales Order and Change Assembly Lines

 

After completing this module, students will be able to:

·     Review assembly management setup, assembly items, and assembly bill of materials.

·     Review component availability warnings and views.

·     Describe the processes involved in selling assemble-to-order items and inventory items together.

·     Explain item reservation in assembly management.

·     Review assemble-to-order shipments and how to undo shipments.

 

Module 10: Analysis and Reporting

This module explains how to set up and use reports and perform analysis by dimensions. Lessons

·     Analysis Views and Reports

·     Analysis by Dimensions

·     Sales and Purchase Budgets

·     Lab : Create an Analysis Report

·     Lab : Analyze Item Sales by Area

 

After completing this module, students will be able to:

·     Explain how to set up and use sales and purchase analysis reports.

·     Show how to perform analysis by dimensions.

·     Explain how to create and export budgets and use them in

Course ID: MS81440-Q
Duration: 2 Days
Price: Contact us


Get Notified