| Course OutlineModule 1: Introduction This chapter gives students a general overview of the Microsoft Navision Trade training course. It also explains how to install Microsoft Navision on your computer. Lessons - About the Microsoft Navision Trade Manual
- Installing Microsoft Navision
Module 2: Sales Order ManagementThis chapter focuses on the key features of sales management in Microsoft Navision. Youfocus on the most common aspects of handling sales transactions, and learn about cover 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 chapter, students will be able to: Module 3: Sales Prices and DiscountsThhis chapter demonstrates how to use the sales line pricing and sales line discounting functions available in the program. In the first part of the chapter, we will cover setting up alternative sales prices, using the pricing mechanism, and maintaining sales prices. In the second part of the chapter, we will cover the processing of item-related discounts, invoice discounts, and payment discounts. Throughout both sections, you see 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 chapter, students will be able to: Set up and maintain sales prices Process sales with line and/or invoice discounts Use Microsoft Navision to find the best sales price for customers
Module 4: Customer Service FeaturesThis chapter discusses how to utilize the customer service features in Microsoft Navision. You see 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 chapter, 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
Module 5: Purchase Order ManagementThis chapter focuses on the key features of purchase order management in Microsoft Navision. You look at the most common aspects of handling purchase transactions, and we will cover quotes and purchase orders, including order posting. You also discuss 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 chapter, 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
Module 6: Requisition ManagementThis 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 chapter, 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
Module 7: Item ChargesThis chapter explains how to handle the costs of distributing, handling, and transporting goods. You discuss adding item charges to purchase orders and adding item charges to sales orders. At the end of the chapter, you discuss 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 chapter, 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
Module 8: Order PromisingThis chapter examines how to use the order promising functionality. You discuss 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 chapter, 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
Module 9: Returns ManagementThis chapter discusses the returns process, focusing on compensation agreements with customers and vendors. You see 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 chapter, 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
Module 10: Analysis and ReportingThis 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 see the processes for setting up report templates and budget templates. You learn how to use the functions in the program to drill down into information in the reports and budgets. You learn the processes for exporting reports and budgets to Microsoft Excel, as well as importing budget information from Excel back into Microsoft Navision. At the end of the chapter, You discuss using budgets in analysis reports. Lessons - Analysis Reports
- Analysis by Dimensions
- Sales and Purchase Budgets
After completing this chapter, 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 Navision and Microsoft Excel
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