Dynamics NAV Training Curriculum

Trade

Introduction

• About the Microsoft Navision Trade Manual
• Installing Microsoft Navision

Sales Order Management

• Setting up Sales & Receivables
• Processing Blanket Orders
• Processing Sales Orders
• Drop Shipping Orders
• Using Item Reservations
• Shipping Orders
• Handling Sales

Sales Prices and Discounts

• Setting up Prices for a Specific Customer for Specific Items
• Setting up Prices to Target a Specific Customer Segment
• Using the Pricing Mechanism
• Managing Alternative Sales Prices
• Creating Sales Prices for a Campaign
• Working with the Sales Price Worksheet
• Updating Sales Prices
• Updating Sales Prices Using Batch Jobs
• Setting up Line Discounts
• Using the Line Discount Mechanism
• Using the "Best Price" rule
• Creating Sales Line Discounts for a Campaign

Customer Service Features

• Substituting an item for one that is unavailable
• Handling Items with Substitutions
• Setting up Item Cross Reference
• Creating a Sales Order with a Cross Reference
• Handling Items with Cross Reference
• Handling Nonstock Items
• Handling the Sale of a Nonstock Item by Means of Special Order

Purchase Order Management

• Setting up Purchases and Payables
• Managing Purchase Transactions
• Managing Purchase Transactions
• Setting up Alternative Purchase Prices
• Managing Alternative Purchase Prices
• Managing Purchase Line Discounts

Requisition Management

• Calculating a Replenishment Plan
• Using Requisition Worksheet Batch Jobs
• Using Drop Shipment Lines on the Requisition Worksheet
• Calculating a Replenishment Plan from the Requisition Worksheet

Item Charges

• Handling Purchase Item Charges
• Handling Sales Item Charges
• Using Item Charges with Sales Allowances
• Handling Purchase Allowances

Order Promising

• Promising Sales Order Delivery with no Delivery Date Requested
• Promising Sales Order Delivery when Items are not Available for Shipping
• Promising Sales Order Delivery with a Requested Delivery Date
• Promising Sales Order Delivery when a Requested Delivery Date Cannot be Met
• Promising Sales Order Delivery with a Required Shipment Date before the Current Date
• Promising Sales Order Delivery in Other Situations
• Setting up Date Calculations for Purchase Orders
• Estimating Purchase Order Receipt with no Receipt Date Requested
• Estimating Purchase Order Receipt with a Receipt Date Requested
• Estimating Purchase Order Receipt when the Order must have been placed before the Current Date to meet the Requested Receipt Date
• Estimating Purchase Order Receipt in Other Situations
• Estimating Transfer Order Receipts

Returns Management

• Setting up Returns Management
• Managing Returns from Customers
• Registering a Compensation Agreement with the Customer
• Registering a Compensation Agreement when a Returned Item needs to go to the Vendor for Repair
• Processing the Customer Return
• Managing Returns to Vendors
• Registering a Compensation Agreement with the Vendor when a Returned Item needs to go to the Vendor for Repair
• Registering a Compensation Agreement with a Vendor when Items are Damaged during Shipment

Analysis and Reporting

• Customizing Analysis Reports
• Creating Analysis Reports
• Using Customer and Item Groups in Analysis Reports
• Viewing and Presenting Analysis Reports
• Performing Analysis by Dimensions
• Creating a Purchase Budget
• Exporting to and Importing from Excel
• Using Budgets in Analysis Reports

 

 

 

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