Trade in Microsoft Dynamics NAV 2013 Training Course

Course 80440
2 Days

Instructor-Led Live: $1,295
Instructor-Led Remote: $995 - Learn more

Course Overview
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.

Audience
The intended audience of Course 80440: Trade in Microsoft Dynamics NAV 2013 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.

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

Lab : Create and Convert a Blanket Sales Order
Lab : Reserve an Item on a Sales Order
Lab : Ship and Invoice 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.
Show how to process prepayments on a sales order.

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

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.
Explain how invoice discounts are used.

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

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.
Describe how to sell nonstock items by using special orders.

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.
Lessons

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 Alternative Purchase Prices
Lab : Manage Purchase Line Discounts
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.
Describe how to process prepayments on a purchase order.

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.
Describe additional worksheet features including support for drop shipments and special orders, planning worksheet lines, and manually created lines.

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.
Explain purchase and sales allowances and show how to record an item charge for a sales allowance on a credit memo.

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

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.
Lessons

Returns Management Setup
Manage Customer Returns
Manage Returns to Vendors

Lab : Process a Customer Return
Lab : Process a Vendor 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.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

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
After completing this module, students will be able to:

Review assembly management setup, assembly items, and assembly bill of materials.
Describe and show assemble-to-order functionality. This includes a full description of sales interface functionality, underlying links to assembly orders, and assembly quotes and blanket orders.
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 analysis reports.

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Trade in Microsoft Dynamics NAV 2013 Training Course

Course 804402 Days

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Course 80440
2 Days