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Trade in Microsoft Dynamics NAV 5.0 (8939)

Vendor: 
Microsoft [1]
Subject: 
ERP [2]
Overview: 

This two and a half day Microsoft Dynamics NAV Trade course explores all of the activities required to handle the purchase, sale, and return of inventory in the program. This course will show you 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.

Course Contents: 

Chapter 1: Introduction

  • About the Microsoft Dynamics NAV Trade Manual

    Chapter 2: Sales Order Management

  • Setting up Sales Management
  • Managing Sales Transactions

    Chapter 3: Sales Prices and Discounts

  • Setting up and Maintaining Sales Prices
  • Setting up and Using Line and Invoice Discounts

    Chapter 4: Customer Service Features

  • Item Substitution
  • Item Cross Reference
  • Nonstock Items

    Chapter 5: Purchase Order Management

  • Setting up Purchases
  • Managing Purchase Transactions
  • Purchase Prices and Discounts

    Chapter 6: Requisition Management

  • Setting up requisition management
  • Using the requisition worksheet
  • Requisition worksheet features

    Chapter 7: Item Charges

  • Setting up Item Charges
  • Purchase Item Charges
  • Sales Item Charges
  • Purchase and Sales Allowances

    Chapter 8: Order Promising

  • Promising Orders to Customers
  • Estimating Purchase Order Receipts
  • Estimating Transfer Order Receipts

    Chapter 9: Returns Management

  • Setting up Returns Management
  • Managing Returns from Customers
  • Managing Returns to Vendors

    Chapter 10: Analysis and Reporting

  • Analysis Reports
  • Analysis by Dimensions
  • Sales and Purchase Budgets

    Click for More info [3]

    • Prerequisites: 

    Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics NAV financials for financials processing
  • Basic knowledge of distribution and logistics
    • Audience: 

    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.

    The class is targeted toward sales and purchase managers, salespeople and purchasers, and others in an organization who are responsible for the setup and administration of trade functionality, including item prices, discounts, and substitutions.

    Materials Available: 
    Yes
    Duration: 
    20 hours

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    Source URL: http://www.htinstitute.com/courses/trade-in-microsoft-dynamics-nav-50-8939

    Links:
    [1] http://www.htinstitute.com/vendors/microsoft
    [2] http://www.htinstitute.com/htnteam/erp
    [3] http://www.microsoft.com/learning/en/us/syllabi/8939afinal.mspx