Chapter
1:
Inventory Control
Inventory management is a cornerstone of any company within the wholesale and manufacturing business. Inventory reliability at a low cost is the key factor to ensure the smooth functioning of all related operations. Microsoft Dynamics NAV supports companies in achieving their goals of having accurate inventory data and reliable availability figures.
Lessons:
- Analyze Item Availability
- Adjust Inventory
- Count Inventory
- Reclassify Inventory
Labs:
- Save and Post Recurring Production as a Standard Journal
- Count Physical Inventory at the Yellow Warehouse
- Change Department Code from Sales to Blank
After completing this lesson, students will be able to:
- Determine actual and projected item availability.
- Make manual adjustments to inventory quantities.
- Count and record how many items are physically present in inventory.
- Reclassify an inventory item by changing information attached to its item ledger entry.
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Chapter
2:
Item Reservations and Order Tracking
For many companies, the greater challenge lies in their ability to couple demand with supply in a manner that provides transparency and guarantees superior customer satisfaction without increasing inventory carrying costs.
To meet such a challenge, most wholesalers and manufacturers generally need the ability to: - Ensure that a specific demand can always be fulfilled by committing a corresponding supply.
- See the details of such allocations to locate alternatives that can satisfy urgent customer requests in situations where inventory is otherwise unavailable.
Microsoft Dynamics® NAV supports these needs with the following features: - Reservations
- Order tracking
Lessons:
- Reserve Items
- Track Supply and Demand
- Items Reservations vs. Order Tracking
Labs:
- Reserve Items on a Purchase Order
- Track Items on a Sales Order to a Purchase Order
After completing this lesson, students will be able to:
- Reserve items on inventory or inbound.
- Track from demand to matching supply and vice versa.
- Distinguish reservations from order tracking links.
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Chapter
3:
Multiple Locations
This chapter explains how to set up and use multiple locations and responsibility centers within one company in order to maximize efficiency and usability.
Lessons:
- Set Up a Company with Multiple Locations
- Link Customers and Vendors to Locations
- Set Up Responsibility Centers
- Link Responsibility Centers
- Guidelines for Setting Up a Company with Multiple Locations
- CRONUS Organizational Setup Overview
- Sell and Purchase in a Company with Multiple Locations
- Control Inventory at Multiple Locations
Labs:
- Create and Set Up a New Location
- Create and Set Up a New Responsibility Center
- Create Purchase Orders in a Company with Multiple Locations
- Create a Sales Order in a Company with Multiple Locations
- Create and Set Up Stockkeeping Units
After completing this lesson, students will be able to:
- Set up a company with multiple locations.
- Link customers and vendors to locations.
- Set up responsibility centers.
- Link users, customers, and vendors to responsibility centers.
- List multi-location setup guidelines.
- Review setup data in the CRONUS International Ltd. demonstration company.
- Create sales and purchase orders for multiple locations.
- Create and set up stockkeeping units.
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Chapter
4:
Location Transfers
This chapter explains how to set up and use the program to record transfers of quantities of items between locations and how to monitor Items in Transit.
Lessons:
- Location Transfers Setup
- Transfer Orders
- View Items in Transit
Labs:
- Set Up a Transfer Route
- Transfer Items Between Locations
After completing this lesson, students will be able to:
- Review the setup of location transfers.
- Explain central transfer order concepts.
- Create and post manual transfers.
- Identify the locations and quantities of items in transit.
- View the inventory value of items in transit.
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Chapter
5:
Basic Warehouse Tasks
This chapter explains how to use the basic warehousing functionality to receive, put away, pick, and ship items in locations that have a defined bin structure. This chapter is a solid introduction to the Warehouse Management Systems-training.
Lessons:
- Set Up Basic Warehousing
- Receive and Put Away Items
- Pick and Ship Items
- Move and Adjust Items in the Warehouse
Labs:
- Set Up a Warehouse Location
- Receive and Put Away from the Purchase Document
- Receive with a Warehouse Receipt
- Pick and Ship with Inventory Pick Documents
- Ship with Warehouse Pick and Ship Documents
- Move Items to an Empty Bin
After completing this lesson, students will be able to:
- Set up locations for warehousing, including bin setup.
- Receive and put away items using the purchase order, inventory putaway, or warehouse receipt documents.
- Pick and ship items using the sales order, inventory pick, or warehouse shipment documents.
- Move items between bins and adjust item quantities in bins.
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Chapter
6:
Serial/Lot Numbers
This chapter describes how users can track items that require special handling through serial or lot numbers and how they can attach warranty or expiration dates to items.
Lessons:
- Item Tracking Setup
- When to Use Serial/Lot Numbers
- Manage Inbound Serial/Lot Numbers
- Manage Serial/Lot Numbers on Inventory
- Manage Outbound Serial/Lot Numbers
- Trace Serial/Lot Numbers
- Navigate with Serial/Lot Numbers
- Print Serial/Lot Number Documents and Reports
- Reserve Items With Serial/Lot Numbers
Labs:
- Buy and Sell Items with Serial/Lot Numbers
- Auto-Pick Monitors by FEFO
- Trace Item from Serial Number
After completing this lesson, students will be able to:
- Set up item tracking.
- Distinguish when and how to use serial/lot numbers.
- Handle inbound serial lot numbers.
- Handle serial/lot numbers on inventory.
- Handle outbound serial/lot numbers.
- Trace posted serial/lot numbers throughout the supply chain.
- Navigate with serial/lot numbers.
- Print serial/lot number documents and reports.
- Reserve items with serial/lot numbers.
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