| Course OutlineModule 1: Introduction This chapter gives students a general overview of the Microsoft Dynamics NAV Trade training course. It also explains how to install Microsoft Dynamics NAV on your computer. Lessons - About the Microsoft Dynamics NAV Trade Manual
- Completing this chapter allows students to:
- Become familiar with the purpose of the Trade training course
- Have Microsoft Dynamics NAV installed on their machines
Module 2: Sales Order ManagementThis chapter focuses on the key features of sales management in Microsoft Dynamics NAV. The focus is on the most common aspects of handling sales transactions, and covers quotes, blanket and sales orders, drop shipments, item reservations, document status, and order posting. The chapter starts with a short section on sales management setup. Lessons - Setting up Sales Management
- Managing Sales Transactions
After completing this module, students will be able to: | • | Set up sales management | | • | Process sales orders and blanket sales orders | | • | Manage sales transactions that include drop shipments and item reservations | | • | Post and ship orders |
This chapter demonstrates how to use the sales line pricing and sales line discounting functions available in the program. The first part of the chapter covers setting up alternative sales prices, using the pricing mechanism, and maintaining sales prices. The second part of the chapter covers the processing of item-related discounts, invoice discounts, and payment discounts. Both sections show how to use the program to find the best price available for a customer. Lessons - Setting up and Maintaining Sales Prices
- Setting up and Using Line and Invoice Discounts
After completing this module, students will be able to: | • | Set up and maintain sales prices | | • | Process sales with line and/or invoice discounts | | • | Use Microsoft Dynamics NAV to find the best sales price for customers |
This chapter discusses how to utilize the customer service features in Microsoft Dynamics NAV and shows the processes for using item substitution and item cross references. In addition, you learn how to handle the sale of nonstock items. All these features are designed to assist salespeople in meeting customer requests. Lessons - Item Substitution
- Item Cross Reference
- Nonstock Items
After completing this module, students will be able to: | • | Look up substitute items in the program | | • | Process sales orders with substitute items | | • | Set up item cross references | | • | Process sales orders using cross referenced item numbers | | • | Handle nonstock items through drop shipments or special orders |
This chapter focuses on the key features of purchase order management in Microsoft Dynamics NAV, and examines the most common aspects of handling purchase transactions. Additionally, the chapter covers quotes and purchase orders, including order posting, and discusses purchase prices and discounts. The chapter starts with a short section on purchase order management setup. Lessons - Setting up Purchases
- Managing Purchase Transactions
- Purchase Prices and Discounts
After completing this module, students will be able to: | • | Set up purchase order management | | • | Process purchase quotes and orders | | • | Process purchase transactions using alternative prices and purchase line discounts |
This chapter covers the processes involved in requisition management, focusing on the requisition worksheet. The batch jobs to calculate the replenishment plan and create the purchase orders are discussed, as are additional worksheet features that facilitate the requisition process. The chapter starts with a discussion of requisition management setup and the planning options available on the item card. Lessons - Setting up requisition management
- Using the requisition worksheet
- Requisition worksheet features
After completing this module, students will be able to: | • | Set up requisition management | | • | Use the requisition worksheet batch jobs to calculate a replenishment plan and create purchase orders based on the plan | | • | Use drop shipment lines, planning worksheet lines, and manually created line in the requisition worksheet to handle requisition planning and ordering |
This chapter explains how to handle the costs of distributing, handling, and transporting goods, and discusses adding item charges to purchase orders and adding item charges to sales orders. The chapter also discusses how to use item charges with regard to sales and purchase allowances. Lessons - Setting up Item Charges
- Purchase Item Charges
- Sales Item Charges
- Purchase and Sales Allowances
After completing this module, students will be able to: | • | Set up item charges | | • | Add item charges to a purchase at the time of the receipt | | • | Add item charges to a purchase after the receipt | | • | Add item charges to a sale at the time of sale | | • | Add item charges to a sale after the sale is complete | | • | Create sales and purchase allowances |
This chapter examines how to use the order promising functionality and discusses the processes for promising order delivery and estimating purchase and transfer order receipts. The chapter includes introductions to the concepts behind order promising and receipt date estimation, with a focus on date calculation. Lessons - Promising Orders to Customers
- Estimating Purchase Order Receipts
- Estimating Transfer Order Receipts
After completing this module, students will be able to: | • | Set up date calculation for sales orders | | • | Set up order promising | | • | Use order promising in a variety of ordering situations | | • | Set up date calculation for purchase order receipts | | • | Estimate purchase order receipts in a variety of ordering situations | | • | Estimate transfer order receipts |
This chapter discusses the returns process, focusing on compensation agreements with customers and vendors. You are shown the setup of returns managements and the processes required to enter returns information in the program in a variety of situations. Lessons - Setting up Returns Management
- Managing Returns from Customers
- Managing Returns to Vendors
After completing this module, students will be able to: | • | Set up returns management | | • | Register compensation agreements with customers | | • | Register compensation agreements with vendors | | • | Return items to vendors for repair | | • | Recover costs from shipment damage |
This chapter examines the setup requirements and procedures for creating analysis reports and performing analysis by dimensions. In addition, this chapter covers the creation of sales and purchase budgets. You are shown the processes for setting up report templates and budget templates and how to use the functions in the program to drill down into information in the reports and budgets. The chapter examines the processes for exporting reports and budgets to Microsoft Excel, as well as importing budget information from Excel back into Microsoft Dynamics NAV. The end of the chapter discusses using budgets in analysis reports. Lessons - Analysis Reports
- Analysis by Dimensions
- Sales and Purchase Budgets
After completing this module, students will be able to: | • | Create analysis reports, including setting up line and column templates | | • | Customize analysis reports | | • | Use analysis reports to find sales, purchase, and inventory information in the program | | • | Perform analysis by dimensions | | • | Create sales and purchase budgets | | • | Import and export budgets between Microsoft Dynamics NAV and Microsoft Excel |
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