MS Dynamics NAV Trade,Logistics

MS Dynamics NAV Trade & Logistics Course Details

Purchase process Training

• Purchase order management
• Purchase prices and Discounts
• Requisition Management
• Item Charges from vendor
• Returns Management
• Analysis and reporting
• Multi Level authorization

Purchase Order Management

• Overview
• Setting Up Purchase Management
• Managing Purchase Transactions

Vendor Service Features

• Overview.
• Item Substitution.
• Handle Items with Substitutes
• Item Cross Reference
• Handle Items with Cross Reference.
• Nonstick Items
• Handling the Purchase of a Nonstick Item by Means of Special Order

Item Charges

• Overview
• Setting Up Item Charges.
• Test Your Skills – Handling Item Charges.
• Purchase Item Charges
• Purchase Allowances.
• Handling Purchase Allowance

Returns Management

• Overview
• Setting up Returns Management.
• Managing Returns to vendors.
• Processing the vendor Return.

Analysis and Reporting

• Overview.
• Analysis Reports.
• Creating Analysis Reports.
• Analysis by Dimensions.
• Performing Analysis by Dimensions.
• Creating a Purchase Budget

Multi-Level Authorization

• Introduction.
• Work Flow Setup
• Transactions
• Purchase Reports

Sales process

• Sales order management
• Customer service features
• Item Charges to customers
• Returns Management
• Analysis and reporting
• Multi-Level Authorization

Sales Order Management

• Setting Up Sales Management.
• Managing Sales Transactions.
• Creation of sales quote.
• Creation of sales Blanket order
• Creation of sales order
• Creation of sales shipment.
• Creation of sales Invoice

Customer Service Features

• Item Substitution
• Handle Items with Substitutes
• Item Cross Reference
• Handle Items with Cross Reference
• Nonstock Items
• Handling the Sale of a Nonstock Item by Means of Special
• Order

Item Charges

• Setting Up Item Charges
• Test Your Skills – Handling Item Charges.
• Sales Item Charges
• Sales Allowances
• Handling sales Allowance.

Returns Management

• Setting up Returns Management.
• Managing Returns from Customers.
• Test Your Skills – Processing the Customer Return

Analysis and Reporting

• Analysis Reports
• Creating Analysis Reports.
• Analysis by Dimensions
• Performing Analysis by Dimensions.
• Creating a Sales Budget.

Multi-Level Authorization

• Introduction.
• Work Flow Setup.
• Transactions

Sales reports

Inventory

• Inventory Overview
• Multiple Locations
• Location Transfers
• Item tracking

Inventory Overview

• Overview .
• Inventory Availability
• Reservations
• Order Tracking

Multiple Locations

• Overview
• Setting Up a Company with Multiple Locations
• Create and Set Up a New Location.
• Create and Set Up a New Responsibility Center.
• Set up a Multi-site Company.
• Selling and Purchasing in a Company with Multiple Locations
• Create Purchase Orders in a Company with Multiple Locations
• Create a Sales Order in a Company with Multiple Locations
• Controlling Inventory at Multiple Locations.
• Create and Set up Stock keeping Units

Location Transfers

• Overview
• Setting Up Transfers
• Setting Up a Transfer Route.
• Transferring Items between Locations
• Transfer Items between Locations
• Viewing Items in Transit
• View Items in Transit
• Location Transfers.

Item Tracking

• Overview.
• Setting up Item tracking.
• Handling Items with Serial and Lot Numbers
• Handling Items with Serial and Lot Numbers
• Tracking Items with Serial and Lot Numbers.
• Tracking the Items
• Handling and Tracking Items with Warranty and Expiration
• Transferring Items with Serial and Lot Numbers
• Transferring Items with Lot Numbers.

Inventory Reports