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Microsoft Dynamics NAV 2009 – Distribution

Objectif : This two day Microsoft Dynamics NAV Trade training course explores all of the activities required to handle the purchase, sale, and return of inventory in the program. This training material 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.

Public : Dynamics NAV consultant

Niveau requis : To successfully participate in the Trade course, participants should have a thorough understanding of the following: - General Trade knowledge - Core financial information.


Sales order management

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

Sales prices & discounts

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

Customer services features

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 nonstick items manually and through a vendor catalog import. - Describe how to sell nonstock items using drop shipments

Purchase order management

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

Requisition management

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

Item charges

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

Order pormising

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

Returns management

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

Analysis & reporting

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

Ref Cours : 09178
Durée : 2 jours
Tarif inter : Nous consulter
Tarif intra : Nous consulter
Tarif intra hors coût de salle et de support pour un maximum de 8 participants.

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