Lektoři z firmy: PC-DIR Real, s.r.o.
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. Lessons Set Up Sales Order Management Manage Sales Transactions Item Reservation Posting Orders Drop Shipments Customer Prepayments Module 2: Sales Prices and Discounts This module explores Microsoft Dynamics NAV pricing and discount features. Lessons Sales Prices Maintain Sales Prices Sales Line Discounts Invoice Discounts 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. Lessons Item Substitutions Item Cross References Set Up and Create Nonstock Items Sell Nonstock Items 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. Lessons Purchase Order Management Setup Manage Purchase Transactions Purchase Prices and Discounts Purchase Prices Invoice and Line Discounts Vendor Prepayments Module 5: Requisition Management This module explains how to set up requisition management and use the requisition worksheet. Lessons Requisition Management Setup Requisition Worksheet Additional Worksheet Features After completing this module, students will be able to: Briefly describe requisition management setup and planning parameters. Explain the core functionality of the requisition worksheet and show how to calculate a plan and process proposed orders. Describe additional worksheet features including support for drop shipments and special orders, planning worksheet lines, and manually created lines. Module 6: Item Charges This module explains the item charges and allowances. Lessons Purchase Item Charges Sales Item Charges Purchase and Sales 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. Lessons Sales Order Promising Definitions and Calculations Date Calculation Setup for Sales Orders Promising Sales Order Delivery Purchase Order Promising Definitions and Calculations Date Calculation Setup for Purchase Orders Estimating Purchase Order Receipts Estimate a Transfer Order Receipt Calendars Module 8: Returns Management This module explains how to setup Returns Management and process returns from customer or returns to vendors. Lessons Returns Management Setup Manage Customer Returns Manage 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. Lessons Assembly Items and Assembly Bill of Materials Assemble to Order Reservations and Item Tracking Selling ATO Items and Inventory Items Together Assemble-to-Order Shipments Module 10: Analysis and Reporting This module explains how to set up and use reports and perform analysis by dimensions. Lessons Analysis Views and Reports Analysis by Dimensions Sales and Purchase Budgets |
This two-day instructor-led training (ILT) course provides students with the knowledge and skills to handle the purchase, sale, and retu> of inventory. Students will lea> 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. |