Course OutlineModule 1: Item Tracking - UsabilityLessons - Outbound Serial/Lot Numbers
- Demonstration - Selling from a Specific Lot
- Demonstration - Selecting Serial/Lot Numbers from a Bin
- Demonstration - Selecting the First Serial Number to Expire
- Serial/Lot Numbers and Reclassification
- Demonstration - Change Expiration Date and Group in Lot
- Serial/Lot Numbers in Physical Inventory Counting
- Demonstration - Count Inventory of Serial/Lot Numbers
- Reservations with Serial/Lot Numbers
- Demonstration - Reshuffling a Non-Specific Reservation
Lab : Auto-pick Hard Disk Drives by FEFOAfter completing this chapter, students will be able to: Select one or multiple serial/lot numbers based on availability, bin, and expiration date. Reclassify serial/lot numbers and reuse information cards. Count serial/lot numbers for detailed physical inventory. Reserve items carrying serial/lot numbers.
Module 2: Item Tracking - TransparencyLessons - Item Tracing
- Demonstration - Trace from Usage to Origin
- Demonstration - Trace from Origin to Usage
- Navigate with Serial/Lot Numbers
- Demonstration - Find all Occurrences of LOT01
- Serial/Lot Numbers in Printed Documents and Reports
- Demonstration - Print an Item Tracking Appendix
- Item Expiration Report
- Demonstration - Preview When Inventory Items Expire
After completing this chapter, students will be able to: Trace posted serial/lot numbers throughout the supply chain. Navigate with serial/lot numbers. Print serial/lot number documents. View all expired items.
Module 3: Item Tracking - IntegrationLessons - Synchronization between Warehouse and Inventory
- Demonstration - Serial/Lot Number Reclassification in WMS
- Serial/Lot Numbers and Cost Reversal
- Serial/Lot Numbers in Jobs
- Serial/Lot Numbers in Services
After completing this chapter, students will be able to: Ensure synchronization between WMS and Inventory. Reverse serial/lot numbers in returns processing. Outline the use of serial/lot numbers in jobs and services.
Module 4: Order TrackingLessons - Track all Demand Types from the Planning Worksheet
- Demonstration - Tracking Demand
- Demonstration - Tracking Demand from Multiple Sources
- Overview of Fields
Lab : Track DemandAfter completing this chapter, students will be able to: Select one or multiple serial/lot numbers based on availability, bin, and expiration date. Reclassify serial/lot numbers and reuse information cards. Count serial/lot numbers for detailed physical inventory. Reserve items carrying serial/lot numbers.
Module 5: Inventory Costing - TrustworthinessLessons - Inventory Periods
- Demonstration - Closing Inventory Periods
- Demonstration - Enable Delayed Posting - View Audit Tail
- Sales Statistics Showing Cost Adjustment
- New Principle in Cost Adjustment Posting
- Demonstration - Adjustment Date is the Sales Invoice Date
- Improved Inventory Posting Structure in G/L
- Extensions to Periodic Average Costing
After completing this chapter, students will be able to: Explain the benefits of using inventory periods. Close an inventory period. Follow the audit trail of changes made to inventory periods. Explain how inventory periods align with accounting periods. View sales and customer statistics based on adjusted cost. Explain new posting principles of the adjustment batch job. Describe the improved inventory posting structure in G/L. Explain the new average cost principles and the effect of setup options.
Module 6: Inventory Costing - TransparencyLessons - Traceability Between G/L Entries and Value Entries
- Demonstration - Trace the Origin of an Unexpected G/L Total
- Inventory - G/L Reconciliation Tool
- Demonstration - Audit Inventory Reconciliation
- Insight to Average Cost Dynamics
- Demonstration - Drill into Source Entries of an Average Cost
- Demonstration Review Effect of Average Cost Period Setup
- Cost Shares Breakdown Report
- Demonstration - Report Detailed Cost Shares of Sales
Lab : Analyze Business Figures with the Reconciliation ToolAfter completing this chapter, students will be able to: Trace costs between the inventory ledger and G/L. Analyze if and how the inventory ledger is reconciled with G/L. Get detailed insight into the dynamics of periodic average costs. View costs broken into Inventory, WIP, and COGS.
Module 7: Inventory Costing - UsabilityLessons - Objectives
- Introduction
- Demonstration - Reverse a Sales Invoice Containing Multiple Shipments
- Demonstration - Return Only Reversible Quantity
- Application Worksheet
- Demonstration - Remove Sales Applications to Enable a Purchase Return
- Improved Usability of Costing Batch Jobs
- Demonstration Prevent a Transaction with Dimension Error
- Costing Setup and Monitoring on Item Cards
- Conclusion
- Test Your Knowledge - Inventory Costing - Usability
- Quick Interaction: Lessons Learned
After completing this chapter, students will be able to: Ensure exact cost reversal of returned items per posted document line. Apply and unapply entries in a new application worksheet. Run the costing batch jobs quicker and without errors. Get immediate insight into costing status and setup from item cards.
Module 8: Jobs - Set Up and UseLessons - Schematic Overview
- Setting Up a New Job
- Demonstration - Setting Up a New Job
- Setting Up Job Tasks
- Demonstration - Setting Up Job Tasks
- Setting Up Job Related Prices and Discounts
- Demonstration - Setting Up Job Related Prices and Discounts
- Setting Up Planning Lines
- Demonstration - Setting Up Planning Lines
- Posting Consumption
- Demonstration - Posting Consumption
- Posting Additional Expenses
- Demonstration - Posting Additional Expenses
- Posting Extra Usage
- Demonstration - Posting Extra Usage
- Invoicing
- Demonstration - Invoicing
- Viewing Job Statistics
- Demonstration - Viewing Job Statistics
- Copying a Previous Job
- Demonstration - Copying a Previous Job
After completing this chapter, students will be able to: Module 9: Jobs - Advanced FacilitiesLessons - Handling Payment by Installments and Advanced Payments
- Demonstration - Handling Payment by Installments
- Finalizing the Job
- Demonstration - Finalizing the Job
- Using Item Tracking In Jobs
- Demonstration - Using Item Tracking In Jobs
- Issuing a Credit Memo Regarding a Job
- Demonstration - Issuing a Credit Memo Regarding a Job
- Handling Jobs in Foreign Currency
- Demonstration - Handling Jobs in Foreign Currency
- Invoicing Jobs in Foreign Currency
- Demonstration - Invoicing Jobs in Foreign Currency
Lab : Payment by installmentsAfter completing this chapter, students will be able to: Handle payment by installments Finalize the job Use item tracking in Jobs Issue a credit note regarding a job Handle jobs in foreign currency Invoice jobs in foreign currency
Module 10: Jobs - WIP ConceptsLessons - Calculating and Posting WIP
- Demonstration - Calculating and Posting WIP
- WIP Concepts in Microsoft Dynamics NAV 5.0
- Excluding a Job Task from WIP Calculation
- Demonstration - Excluding a Job Task from WIP Calculation
Lab : Calculate WIP and Finalize the JobAfter completing this chapter, students will be able to: Module 11: Appendix: Customizing Item Tracking ReportsLessons - Generic Report - Item Tracking Appendix
- Implementing Item Tracking on Existing Reports
After completing this appendix the goals is to enable developers to customize existing reports to show serial/lot numbers. |
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