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Course 80440A Trade in Microsoft Dynamics NAV 2013
Длительность курса – 2 дня / 16 академических часов
Время проведения — с 10:00 до 17:00
Ближайшие даты проведения обучения Microsoft Dynamics NAV
*Описание курса 80440 Торговля в Microsoft Dynamics NAV 2013 представлено на английском языке. Курс читается на русском языке.
Описание курса
About this Course
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 Profile
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.
At Course Completion
- 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 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.
Module 2: Sales Prices and Discounts
This module explores Microsoft Dynamics NAV pricing and discount features.
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.
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.
Module 5: Requisition Management
This module explains how to set up requisition management and use the requisition worksheet.
Module 6: Item Charges
This module explains the item charges and 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.
Module 8: Returns Management
This module explains how to setup Returns Management and process returns from customer or 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.
Module 10: Analysis and Reporting
This module explains how to set up and use reports and perform analysis by dimensions.