Chapter
1:
Sales Order Management
This chapter focuses on the key features of sales management in Microsoft Dynamics NAV. Youfocus on the most common aspects of handling sales transactions, and learn about cover quotes, blanket and sales orders, drop shipments, item reservations, document status, and order posting. The chapter starts with a short section on sales management setup.
Lessons:
- Set Up Sales Order Management
- Manage Sales Transactions
- Item Reservation
- Posting Orders
- Invoice a Combined Shipment
- Customer Prepayments
Labs:
- Create and Convert a Blanket Sales Order
- Reserve an Item on a Sales Order
- Ship and Invoice a Sales Order
After completing this lesson, students will be able to:
- Review the setup of Sales Order Management, including customers, shipping options, reservation rules, customer posting groups, and
- salespeople.
- Explain and process sales quotes and blanket orders, and review sales order information.
- Describe how to reserve items on a sales order.
- Explain the process of posting a sales order shipment.
- Describe and demonstrate the process of combining shipments into one invoice.
- Explain how to process prepayments on a sales order.
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Chapter
2:
Sales Prices and Discounts
This chapter demonstrates how to use the sales line pricing and sales line discounting functions available in the program. In the first part of the chapter, we will cover setting up alternative sales prices, using the pricing mechanism, and maintaining sales prices. In the second part of the chapter, we will cover the processing of item-related discounts, invoice discounts, and payment discounts. Throughout both sections, you see how to use the program to find the best price available for a customer.
Lessons:
- Sales Prices
- Maintain Sales Prices
- Line and Invoice Discounts
- Invoice Discounts
Labs:
- Manage Alternative Sales Prices
- Update Sales Prices
- Offer the Best Price Available to a Customer
After completing this lesson, students will be able to:
- Define sales prices and set up sales prices and customer price groups.
- Explain how to maintain sales prices using the Sales Price Worksheet.
- Describe and set up line discounts.
- Explain the use of invoice discounts and how to allow or disallow discounts.
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Chapter
3:
Customer Service Features
This chapter discusses how to utilize the customer service features in Microsoft Dynamics NAV. You see the processes for using item substitution and item cross references. In addition, you learn how to handle the sale of non-stock items. All these features are designed to assist salespeople in meeting customer requests.
Lessons:
- Item Substitutions
- Item Cross References
- Set Up and Create Nonstock Items
- Sell Nonstock Items
Labs:
- Process a Sales Order with Items Substitutions
- Process a Sales Order with Item Cross References
- Sell a Nonstock Item Using Special Orders
After completing this lesson, students will be able to:
- Explain how to set up and use item substitutions.
- Describe how to set up and use item cross references.
- Explain nonstock item setup and the processes to create nonstock items manually and through a vendor catalog import.
- Describe how to sell nonstock items using drop shipments.
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Chapter
4:
Purchase Order Management
This chapter focuses on the key features of purchase order management in Microsoft Dynamics NAV. You look at the most common aspects of handling purchase transactions, and we will cover quotes and purchase orders, including order posting. You also discuss purchase prices and discounts. The chapter starts with a short section on purchase order management setup.
Lessons:
- Purchase Order Management Setup
- Manage Purchase Transactions
- Purchase Prices and Discounts
- Purchase Prices
- Invoice and Line Discounts
- Vendor Prepayments
Labs:
- Process a Purchase Quote to an Order
- Manage Alternative Purchase Prices
- Manage Purchase Line Discounts
After completing this lesson, students will be able to:
- Review the setup of Purchase Order Management, including vendors, receiving options, vendor posting groups, and purchasers.
- Explain and process purchase transactions, including quotes, blanket orders, and purchase orders.
- Review the concept of purchase prices and discounts in relation to item costs.
- Explain purchase price setup and processing.
- Explain the setup defining the general rules of how discounts post and review invoice and line discount setup and processing.
- Explain how to process prepayments on a purchase order.
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Chapter
5:
Requisition Management
This chapter covers the processes involved in requisition management, focusing on the requisition worksheet. The batch jobs to calculate the replenishment plan and create the purchase orders are discussed, as are additional worksheet features that facilitate the requisition process. The chapter starts with a discussion of requisition management setup and the planning options available on the item card.
Lessons:
- Requisition Management Setup
- Manage Reordering Policies
- Requisition Worksheet
- Additional Worksheet Features
Labs:
- Set Up Planning Parameters
- Process a Requisition Worksheet
- Create a Purchase Order from the Requisition Worksheet
- Process a Drop Shipment from a Requisition Worksheet
After completing this lesson, students will be able to:
- Explain requisition management setup, including requisition worksheet templates and planning parameters.
- Explain reorder policy concepts, principles, and characteristics.
- Describe the requisition worksheet and demonstrate how to calculate a plan and process suggested orders.
- Describe additional worksheet features including drop shipment lines, planning worksheet lines, and manually created lines.
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Chapter
6:
Item Charges
This chapter explains how to handle the costs of distributing, handling, and transporting goods. You discuss adding item charges to purchase orders and adding item charges to sales orders. At the end of the chapter, you discuss how to use item charges with regard to sales and purchase allowances.
Lessons:
- Item Charges Setup
- Purchase Item Charges
- Sales Item Charges
- Purchase and Sales Allowances
Labs:
- Assign Freight Charges to an Open Purchase Order
- Create an Item Charge Purchase Credit Memo
After completing this lesson, students will be able to:
- Describe the setup of item charges.
- Explain purchase item charges and demonstrate how to assign landed costs to a posted purchase receipt.
- Describe sales item charges and demonstrate how to assign item charges to a posted sales shipment.
- Explain purchase and sales allowances and demonstrate how to assign item charges for a sales allowance on a credit memo.
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Chapter
7:
Order Promising
This chapter examines how to use the order promising functionality. You discuss the processes for promising order delivery and estimating purchase and transfer order receipts. The chapter includes introductions to the concepts behind order promising and receipt date estimation, with a focus on date calculation.
Lessons:
- Date Calculation Concepts
- Promise Orders to Customers
- Date Calculation for Sales and Order Promising Setup
- Promising Sales Order Delivery
- Estimate Order Receipt
- Date Calculation Setup for Purchase Orders
- Estimating Purchase Order Receipts
- Estimate Transfer Order Receipt
- Calendars
Labs:
- Promise Order Delivery to a Customer
- Purchase Order Promising
After completing this lesson, students will be able to:
- Describe the concepts of date calculations.
- Define dates and times used in the date calculation process for promising orders to customers.
- Explain the setup of date calculations for sales and order promising.
- Demonstrate date calculation and order promising functionality in sales order shipping/delivery promising.
- Define dates and times used in the date calculation process for estimating purchase order receipts.
- Explain the setup of date calculations for estimating purchase order receipts.
- Demonstrate date calculation functionality in estimating purchase order receipts.
- Explain how transfer order receipts are estimated.
- Describe how to use Calendars functionality to exclude non-working days in date calculations.
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Chapter
8:
Returns Management
This chapter discusses the returns process, focusing on compensation agreements with customers and vendors. You see the setup of returns managements and the processes required to enter returns information in the program in a variety of situations
Lessons:
- Activity Diagram for Returns Management
- Returns Management Setup
- Manage Customer Returns
- Manage Returns to Vendors
Labs:
- Process a Customer Return
- Process the Vendor Return
After completing this lesson, students will be able to:
- Review a returns management activity diagram.
- Describe the returns management setup for sales and purchases.
- Explain and demonstrate how to manage customer returns.
- Explain and demonstrate how to manage returns to vendors.
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Chapter
9:
Analysis and Reporting
This chapter examines the setup requirements and procedures for creating analysis reports and performing analysis by dimensions. In addition, this chapter covers the creation of sales and purchase budgets. You see the processes for setting up report templates and budget templates. You learn how to use the functions in the program to drill down into information in the reports and budgets. You learn the processes for exporting reports and budgets to Microsoft Excel, as well as importing budget information from Excel back into Microsoft Dynamics NAV. At the end of the chapter, You discuss using budgets in analysis reports.
Lessons:
- Analysis Reports
- Analysis by Dimensions
- Sales and Purchase Budgets
Labs:
- Create an Analysis Report
- Analyze Item Sales by Area
- Create a Sales Budget
After completing this lesson, students will be able to:
- Explain how to set up and use sales and purchase analysis reports.
- Describe and demonstrate how to perform analysis by dimensions.
- Explain how to create and export budgets and use them in analysis reports.
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