Trade in Microsoft Dynamics NAV 2019 Training

• Setup and review Sales Order Management including information on sales order, shipping, prepayments, salespeople, and customers.
• Explore pricing, discount features, item charges, allowances, and sales order promising.
• Handle customer service by taking care of item cross reference, and create drop shipments in case of nonstock items.
• Create purchase order and manage purchase documents.
• Determine the core functionality of the requisition worksheet.
• Handle returns management and assembly management.
• Create sales and purchase analysis reports.

• Distribution and logistics
• Finance Essentials in Microsoft Dynamics NAV 2013

1: Sales Order Management

• Set Up Sales Order Management
• Manage Sales Transactions
• Item Reservation
• Posting Orders
• Drop Shipments
• Customer Prepayments

2: Sales Prices and Discounts

• Sales Prices
• Maintain Sales Prices
• Sales Line Discounts
• Invoice Discounts

3: Customer Service Features

• Item Substitutions
• Item Cross References
• Set Up and Create Nonstock Items
• Sell Nonstock Items

4: Purchase Order Management

• Purchase Order Management Setup
• Manage Purchase Transactions
• Purchase Prices and Discounts
• Purchase Prices
• Invoice and Line Discounts
• Vendor Prepayments

5: Requisition Management

• Requisition Management Setup
• Requisition Worksheet
• Additional Worksheet Features

6: Item Charges

• Purchase Item Charges
• Sales Item Charges
• Purchase and Sales Allowances

7: Order Promising

• 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

8: Returns Management

• Returns Management Setup
• Manage Customer Returns
• Manage Returns to Vendors

9: Assembly Management

• 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

10: Analysis and Reporting

• Analysis Views and Reports
• Analysis by Dimensions
• Sales and Purchase Budgets