Trade in Microsoft Dynamics NAV 5.0

Manage sales transactions

Create and use sales prices and discounts

Process sales of items with substitutions and cross references

Process sales of nonstock items

Manage purchase transactions

Create and process purchase requisitions

Set up and use item charges

Use the order promising functionality

Process returns from customers and to vendors

Create analysis reports

Perform analysis by dimensions

Create sales and purchase budgets

General knowledge of Microsoft Windows

The ability to use Microsoft Dynamics NAV financials for financials processing

Basic knowledge of distribution and logistics

What’s New in Microsoft Dynamics version 5.0 Application, Part I

Introduction

Inventory Management

Finance

Inventory Management

About the Microsoft Dynamics NAV Trade Manual

Become familiar with the purpose of the Trade training course

Have Microsoft Dynamics NAV installed on their machines

Setting up Sales Management

Managing Sales Transactions

Setting up Sales & Receivables

Processing Blanket Orders

Processing Sales Orders

Drop Shipping Orders

Using Item Reservations

Shipping Orders

Handling Sales

Set up sales management

Process sales orders and blanket sales orders

Manage sales transactions that include drop shipments and item reservations

Post and ship orders

Setting up and Maintaining Sales Prices

Setting up and Using Line and Invoice Discounts

Setting up Prices for a Specific Customer for Specific Items

Setting up Prices to Target a Specific Customer Segment

Using the Pricing Mechanism

Managing Alternative Sales Prices

Creating Sales Prices for a Campaign

Working with the Sales Price Worksheet

Updating Sales Prices

Updating Sales Prices Using Batch Jobs

Setting up Line Discounts

Using the Line Discount Mechanism

Using the “Best Price” rule

Creating Sales Line Discounts for a Campaign

Set up and maintain sales prices

Process sales with line and/or invoice discounts

Use Microsoft Dynamics NAV to find the best sales price for customers

Item Substitution

Item Cross Reference

Nonstock Items

Substituting an item for one that is unavailable

Handling Items with Substitutions

Setting up Item Cross Reference

Creating a Sales Order with a Cross Reference

Handling Items with Cross Reference

Handling Nonstock Items

Handling the Sale of a Nonstock Item by Means of Special Order

Look up substitute items in the program

Process sales orders with substitute items

Set up item cross references

Process sales orders using cross referenced item numbers

Handle nonstock items through drop shipments or special orders

Setting up Purchases

Managing Purchase Transactions

Purchase Prices and Discounts

Setting up purchases and payables

Managing Purchase Transactions

Managing Purchase Transactions

Setting up Alternative Purchase Prices

Managing Alternative Purchase Prices

Managing Purchase Line Discounts

Set up purchase order management

Process purchase quotes and orders

Process purchase transactions using alternative prices and purchase line discounts

Setting up requisition management

Using the requisition worksheet

Requisition worksheet features

Calculating a Replenishment Plan

Using Requisition Worksheet Batch Jobs

Using Drop Shipment Lines on the Requisition Worksheet

Calculating a Replenishment Plan from the Requisition Worksheet

Set up requisition management

Use the requisition worksheet batch jobs to calculate a replenishment plan and create purchase orders based on the plan

Use drop shipment lines, planning worksheet lines, and manually created line in the requisition worksheet to handle requisition planning and ordering

Setting up Item Charges

Purchase Item Charges

Sales Item Charges

Purchase and Sales Allowances

Handling Purchase Item Charges

Handling Sales Item Charges

Using Item Charges with Sales Allowances

Handling Purchase Allowances

Set up item charges

Add item charges to a purchase at the time of the receipt

Add item charges to a purchase after the receipt

Add item charges to a sale at the time of sale

Add item charges to a sale after the sale is complete

Create sales and purchase allowances

Promising Orders to Customers

Estimating Purchase Order Receipts

Estimating Transfer Order Receipts

Promising Sales Order Delivery with no Delivery Date Requested

Promising Sales Order Delivery when Items are not Available for Shipping

Promising Sales Order Delivery with a Requested Delivery Date

Promising Sales Order Delivery when a Requested Delivery Date Cannot be Met

Promising Sales Order Delivery with a Required Shipment Date before the Current Date

Promising Sales Order Delivery in Other Situations

Setting up Date Calculations for Purchase Orders

Estimating Purchase Order Receipt with no Receipt Date Requested

Estimating Purchase Order Receipt with a Receipt Date Requested

Estimating Purchase Order Receipt when the Order must have been placed before the Current Date to meet the Requested Receipt Date

Estimating Purchase Order Receipt in Other Situations

Set up date calculation for sales orders

Set up order promising

Use order promising in a variety of ordering situations

Set up date calculation for purchase order receipts

Estimate purchase order receipts in a variety of ordering situations

Estimate transfer order receipts

Setting up Returns Management

Managing Returns from Customers

Managing Returns to Vendors

Registering a Compensation Agreement with the Customer

Registering a Compensation Agreement when a Returned Item needs to go to the Vendor for Repair

Processing the Customer Return

Registering a Compensation Agreement with the Vendor when a Returned Item needs to go to the Vendor for Repair

Registering a Compensation Agreement with a Vendor when Items are Damaged during Shipment

Set up returns management

Register compensation agreements with customers

Register compensation agreements with vendors

Return items to vendors for repair

Recover costs from shipment damage

Analysis Reports

Analysis by Dimensions

Sales and Purchase Budgets

Customizing Analysis Reports

Creating Analysis Reports

Using Customer and Item Groups in Analysis Reports

Viewing and Presenting Analysis Reports

Performing Analysis by Dimensions

Creating a Purchase Budget

Exporting to and Importing from Excel

Using Budgets in Analysis Reports

Create analysis reports, including setting up line and column templates

Customize analysis reports

Use analysis reports to find sales, purchase, and inventory information in the program

Perform analysis by dimensions

Create sales and purchase budgets

Import and export budgets between Microsoft Dynamics NAV and Microsoft Excel