MOC Class 80440 in any location you want - Dynamics Edge

MOC 80440 -> Trade in Microsoft Dynamics NAV 2013 in any location you want

Please choose DynamicsEdge MOC Class 80440 first-rate class that best suits your needs. We may also be able to hold a custom class for you on a date that you prefer.

This two-day 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.

## Who Should Attend

This course is for 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.

Course Outline

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.

Lessons

  • Set-Up Sales Order Management
  • Manage Sales Transactions
  • Item Reservation
  • Posting Orders
  • Drop Shipments
    • Customer Prepayments

Module 2: Sales Prices and Discounts

This module explores Microsoft Dynamics NAV pricing and discount features.

Lessons

  • Sales Prices
  • Maintain Sales Prices
  • Sales Line Discounts
  • Invoice Discounts

Module 3: Customer Service Features

This module explores customer service features in Microsoft Dynamics NAV 2013, 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.

Lessons

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

Module 4: Purchase Order Management

This module explains the cash management of receivables and payables.

Lessons

  • Purchase Order Management Setup
  • Manage Purchase Transactions
  • Purchase Prices and Discounts
  • Purchase Prices
  • Invoice and Line Discounts
    • Vendor Prepayments

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

Module 6: Item Charges

This module explains the item charges and allowances.

Lessons

  • Purchase Item Charges
  • Sales Item Charges
  • Purchase and Sales Allowances

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.

Lessons

  • 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

Module 8: Returns Management

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

Lessons

  • Returns Management Setup
  • Manage Customer Returns
    • 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.

Lessons

  • Assembly Items and Assembly Bill of Materials
  • Assemble to Order
  • Reservations and Item Tracking
  • Selling ATO Items and Inventory Items Together
  • Assemble-to-Order 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

Labs

Lab: Create and Convert a Blanket Sales Order Lab : Reserve an Item on a Sales Order Lab : Ship and Invoice a Sales Order Lab : Manage Sales Prices Lab : Update Sales Prices Lab : Offer the Best Available Price to a Customer Lab : Process a Sales Order with Item Substitutions Lab : Process a Sales Order with Item Cross References Lab : Process a Purchase Quote to an Order Lab : Manage Alternative Purchase Prices Lab : Manage Purchase Line Discounts Lab : Assign Freight Charges to an Open Purchase Order Lab : Create an Item Charge Purchase Credit Memo Lab : Promise Sales Order Delivery to a Customer Lab : Purchase Order Promising Lab : Process a Customer Return Lab : Process a Vendor Return Lab : Create Assemble-to-Order Sales Order and Change Assembly Lines Lab : Create Partial Shipments on Sales Lines That Contain Both ATO Items and Inventory Items Lab : Create an Analysis Report Lab : Analyze Item Sales by Area

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.