This Digital Learning course provides you with the knowledge and skills to handle the purchase, sale, and return of inventory. You will learn 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. Topics covered in this Digital Learning course include:
Module 01: Sales Order Management
Module 02: Sales Prices and Discounts
Module 03: Customer Service Features
Module 04: Purchase Order Management
Module 05: Requisition Management
Module 06: Item Charges
Module 07: Order Promising
Module 08: Returns Management
Module 09: Assembly Management
Module 10: Analysis and Reporting
Student prerequisites: Course 80439A or 80439AE: Introduction in Microsoft Dynamics NAV 2013. Course 80534A or 80534AE: Finance Essentials in Microsoft Dynamics NAV 2013. Basic knowledge of distribution and logistics.
At the end of the course, students will be able to:
Review the setup of Sales Order Management. This includes customers, shipping options, reservation rules, customer posting groups, and salespeople.
Explain and process sales quotes and blanket sales orders, and review sales order information.
Describe how to reserve items on a sales order.
Explain how to post a sales order shipment.
Describe and show how to combine shipments into one invoice.
Explain and demonstrate the drop shipment process.
Show how to process prepayments on a sales order.
Define sales prices and set up sales prices and customer price groups.
Explain how to maintain sales prices by using the sales price worksheet.
Describe and set up line discounts.
Explain how invoice discounts are used.
Describe how to set up and use item substitutions.
Review the setup and use of item cross references.
Explain how to set up nonstock items and create them manually.
Describe how to sell nonstock items by using special orders.
Modules & Lessons
80440AE Trade in Microsoft Dynamics NAV 2013
To view this course, you need:
A Pentium II, 256 MB RAM with a processor speed greater than or equal to 400 MHZ
Microsoft® Windows® Vista or higher
Microsoft Internet Explorer 8.0 or higher
Adobe Flash 7.0 or higher (1MB disk space needed to install)
Microsoft Silverlight 4.0 or higher
Microsoft Windows Media Player 7.0 or higher
Microsoft XML Core Services 3.0 or higher
A Super VGA monitor with minimum screen resolution 1024x768, with 16-bit color.
A sound card, and either speakers or headphones (for multi-media audio).
Internet bandwidth of 56K or faster. Broadband internet access is recommended.
For courses containing Virtual Server-based labs (courses in the IT Professional and Developer Catalog), you will need:
Microsoft Virtual Server ActiveX control (1MB disk space needed to install)