Course OutlineModule 1: IntroductionThis module describes the basic structure of the course and gives any additional information required by participants in the course.Module 2: Inventory Management - OverviewThis module explains how to monitor inventory levels in Microsoft Navision and use the reservation and order tracking systems to ensure that supply meets demand.Lessons - Inventory Availability
- Reservations
- Order Tracking
Lab : Reservations- Reserving items on a purchase order
Lab : Order Tracking- Tracking to a planned purchase order
After completing this module, students will be able to: Determine item availability and projected availability. Reserve items from inventory or from a purchase order. Track purchase and sales orders using order tracking functionality.
Module 3: Multiple LocationsThis module explains how to set up and use multiple locations and responsibility centers within one company in order to maximize efficiency and usability.Lessons - Setting Up a Company with Multiple Locations
- Selling and Purchasing in a Company with Multiple Locations
- Controlling Inventory at Multiple Locations
Lab : Setting up a Company with Multiple Locations- Create and set up a new location
- Create and set up a responsibility center
- Set up a multi-site company
Lab : Selling and Purchasing in a Company with Multiple Locations- Create purchase orders in a company with multiple locations
- Create sales orders in a company with multiple locations
Lab : Controlling Inventory at Multiple Locations- Create and set up stockkeeping units
After completing this module, students will be able to: Set up a company with multiple locations. Link customers and vendors to locations. Set up responsibility centers. Link users, customers, and vendors to responsibility centers. Create sales and purchase orders for multiple locations. Create and set up stockkeeping units.
Module 4: Location TransfersThis module explains how to set up and use the program to record transfers of quantities of items between locations.Lessons - Setting up Transfers
- Transferring Items between Locations
- Viewing Items in Transit
Lab : Setting up Transfers- Setting up a transfer route
Lab : Transferring Items between Locations- Transfer items between locations
Lab : Viewing Items in TransitAfter completing this module, students will be able to: Set up the program to handle transfers. Create and post manual transfers. Adjust transfer quantities. Identify the locations and quantities of items in transit.
Module 5: WarehousingThis module explains how to use the basic warehousing functionality to receive, put away, pick, and ship items in locations that have a defined bin structure.Lessons - Setting up Warehousing
- Receiving and Putting Away
- Picking and Shipping
- Movements and Adjustments
- Physical Inventory
Lab : Setting Up Warehousing- Setting up a warehouse location
Lab : Receiving and putting away- Receiving and putting away from the purchase document
- Receiving with a warehouse receipt
Lab : Picking and Shipping- Picking and shipping with inventory pick documents
- Shipping with warehouse pick and ship documents
Lab : Movements and Adjustments- Moving and adjusting bin contents
Lab : Physical Inventory- Performing the physical inventory with bins
After completing this module, students will be able to: Set up locations for warehousing, including bin set up. Receive and put away items using the purchase order, inventory put-away, or warehouse receipt documents. Pick and ship items using the sales order, inventory pick, or warehouse shipment documents. Move items between bins. Adjust item quantities in bins. Conduct a physical inventory count in a location with bins.
Module 6: Item TrackingThis module describes how users can track items that require special handling through serial or lot numbers and how they can attach warranty or expiration dates to items.Lessons - Setting up Item Tracking
- Handling Items with Serial and Lot Numbers
- Tracking Items with Serial and Lot Numbers
- Handling and Tracking Items with Warranty and Expiration
- Transferring Items with Serial and Lot Numbers
Lab : Handling Items with Serial and Lot Numbers- Handling items with serial and lot numbers
Lab : Tracking Items with Serial and Lot NumbersLab : Transferring Items with Serial and Lot Numbers- Transferring Items with Lot Numbers
After completing this module, students will be able to: Set up item tracking in Microsoft Navision. Set up items to be tracked by serial or lot number. Assign serial or lot numbers to items on transactions, including purchases, sales, BOM journals, and transfers. Track transactions with serial or lot numbers using item entries.
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