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.