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Microsoft - Trade in Dynamics NAV 2013

Duration

Duration:

Only 2 Days

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

28/3/2022 (Monday)

Overview

Learn how to handle the purchase, sale, and return of inventory. You'll be able to manage sales and purchase transactions; including prices and discounts, item charges and order promising. Requisition management will be covered, as well as returns management and customer service features.

Six reasons why you should sit your NAV Trade course with Firebrand Training

  1. You'll be NAV Trade trained in just 2 days. With us, you’ll be NAV Trade trained in record time
  2. Our NAV Trade course is all-inclusive. A one-off fee covers all course materials, accommodation and meals. No hidden extras
  3. You’ll learn more NAV Trade. A day with a traditional training provider generally runs from 9am – 5pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day quality learning time, with your instructor
  4. You’ll learn NAV Trade faster. Chances are, you’ll have a different learning style to those around you. We combine visual, auditory and tactile styles to deliver the material in a way that ensures you will learn faster and more easily
  5. You’ll be studying NAV Trade with the best. We’ve been named in Training Industry’s “Top 20 IT Training Companies of the Year” every year since 2010. As well as winning many more awards, we’ve trained and certified 114207 professionals, and we’re partners with all of the big names in the business
  6. You'll do more than study NAV Trade courseware. We use practical exercises to make sure you can apply your new knowledge to the work environment. Our instructors use demonstrations and real-world experience to keep the day interesting and engaging

Benefits

Other accelerated training providers rely heavily on lecture and independent self-testing and study.

Effective technical instruction must be highly varied and interactive to keep attention levels high, promote camaraderie and teamwork between the students and instructor, and solidify knowledge through hands-on learning.

Firebrand Training provides instruction to meet every learning need:

  • Intensive group instruction
  • One-on-one instruction attention
  • Hands-on labs
  • Lab partner and group exercises
  • Question and answer drills
  • Independent study

This information has been provided as a helpful tool for candidates considering training. Courses that include certification come with a certification guarantee. Pass first time or train again for free (just pay for accommodation and exams on your return). We do not make any guarantees about personal successes or benefits of obtaining certification. Benefits of certification determined through studies do not guarantee any particular personal successes.

Curriculum

Module 1: Sales Order Management

This module examines the setup of and transactions in Sales Order Management, including blanket sales orders, sales order shipments, drop shipments, and prepayments.

  • Set Up Sales Order Management
  • Manage Sales Transactions
  • Item Reservation
  • Posting Orders
  • Drop Shipments
  • Customer Prepayments
  • Create and Convert a Blanket Sales Order
  • Reserve an Item on a Sales Order
  • Ship and Invoice a Sales Order
  • Review the setup of Sales Order Management. This includes customers, shipping options, reservation rules, customer posting groups, and salespeople.
  • Explain and process sales quotes and blanket sales orders, and review sales order information.
  • Describe how to reserve items on a sales order.
  • Explain how to post a sales order shipment.
  • Describe and show how to combine shipments into one invoice.
  • Explain and demonstrate the drop shipment process.
  • Show how to process prepayments on a sales order.

Module 2: Sales Prices and Discounts

This module explores Microsoft Dynamics NAV pricing and discount features.

  • Sales Prices
  • Maintain Sales Prices
  • Sales Line Discounts
  • Invoice Discounts
  • Manage Sales Prices
  • Update Sales Prices
  • Offer the Best Available Price to a Customer
  • Define sales prices and set up sales prices and customer price groups.
  • Explain how to maintain sales prices by using the sales price worksheet.
  • Describe and set up line discounts.
  • Explain how invoice discounts are used.

Module 3: Customer Service Features

This module explores customer service features in Microsoft Dynamics NAV 2013, which include the substitution of one item with another, item cross reference, and nonstock items. Companies can manage the sale of nonstock items in two ways—create drop shipments and use special orders. Each of these features adds to customer satisfaction by offering more flexibility and by expediting the sales process.

  • Item Substitutions
  • Item Cross References
  • Set Up and Create Nonstock Items
  • Sell Nonstock Items
  • Process a Sales Order with Item Substitutions
  • Process a Sales Order with Item Cross References
  • Describe how to set up and use item substitutions.
  • Review the setup and use of item cross references.
  • Explain how to set up nonstock items and create them manually.
  • Describe how to sell nonstock items by using special orders.

Module 4: Purchase Order Management

This module explains how to set up all aspects of Purchase Order Management. It also describes how to use purchase documents.

  • Purchase Order Management Setup
  • Manage Purchase Transactions
  • Purchase Prices and Discounts
  • Purchase Prices
  • Invoice and Line Discounts
  • Vendor Prepayments
  • Process a Purchase Quote to an Order
  • Manage Alternative Purchase Prices
  • Manage Purchase Line Discounts
  • Review the setup of Purchase Order Management. This includes vendors, vendor posting groups, shipping and, or receiving options, and purchasers.
  • Explain how to use purchase documents. This includes quotes, blanket orders, and purchase orders.
  • Review purchase prices and discounts in relation to item costs.
  • Explain purchase price setup and processing.
  • Explain discount setup and processing.
  • Describe how to process prepayments on a purchase order.

Module 5: Requisition Management

This module explains how to set up requisition management and use the requisition worksheet.

  • Requisition Management Setup
  • Requisition Worksheet
  • Additional Worksheet Features
  • Briefly describe requisition management setup and planning parameters.
  • Explain the core functionality of the requisition worksheet and show how to calculate a plan and process proposed orders.
  • Describe additional worksheet features including support for drop shipments and special orders, planning worksheet lines, and manually created lines.

Module 6: Item Charges

This module explains the item charges and allowances.

  • Purchase Item Charges
  • Sales Item Charges
  • Purchase and Sales Allowances
  • Assign Freight Charges to an Open Purchase Order
  • Create an Item Charge Purchase Credit Memo
  • Describe the setup of item charges.
  • Explain purchase item charges and show how to assign them to a posted purchase receipt.
  • Describe sales item charges and show how to assign them to a posted sales shipment.
  • Explain purchase and sales allowances and show how to record an item charge for a sales allowance on a credit memo.

Module 7: Order Promising

This module explains how to define field definitions and date calculations and estimate dates. It also explains how to use Calendars functionality.

  • Sales Order Promising Definitions and Calculations
  • Date Calculation Setup for Sales Orders
  • Promising Sales Order Delivery
  • Purchase Order Promising Definitions and Calculations
  • Date Calculation Setup for Purchase Orders
  • Estimating Purchase Order Receipts
  • Estimate a Transfer Order Receipt
  • Calendars
  • Promise Sales Order Delivery to a Customer
  • Purchase Order Promising
  • Describe the key concepts, field definitions, and date calculations for sales order promising.
  • Explain the setup of time values and other parameters for sales order promising.
  • Show order promising and date calculation functionality for sales order deliveries.
  • Define the field definitions and date calculations for estimating purchase order receipts.
  • Explain the setup of time value parameters for estimating purchase order receipts.
  • Show how to estimate dates for purchase order receipts and the related calculations.
  • Explain how transfer order receipts are estimated.
  • Describe how to use the Calendars functionality to exclude nonworking days in date calculations.

Module 8: Returns Management

This module explains how to setup Returns Management and process returns from customer or returns to vendors.

  • Returns Management Setup
  • Manage Customer Returns
  • Manage Returns to Vendors
  • Process a Customer Return
  • Process a Vendor Return
  • Describe the returns management setup for sales and purchases.
  • Explain and show how to manage customer returns.
  • Explain and show how to manage returns to vendors.

Module 9: Assembly Management

This module explains how to set up assembly management. It also shows processes for assemble-to-order and inventory items.

  • Assembly Items and Assembly Bill of Materials
  • Assemble to Order
  • Reservations and Item Tracking
  • Selling ATO Items and Inventory Items Together
  • Assemble-to-Order Shipments
  • Create Assemble-to-Order Sales Order and Change Assembly Lines
  • Create Partial Shipments on Sales Lines That Contain Both ATO Items and Inventory Items
  • Review assembly management setup, assembly items, and assembly bill of materials.
  • Describe and show assemble-to-order functionality. This includes a full description of sales interface functionality, underlying links to assembly orders, and assembly quotes and blanket orders.
  • Review component availability warnings and views.
  • Describe the processes involved in selling assemble-to-order items and inventory items together.
  • Explain item reservation in assembly management.
  • Review assemble-to-order shipments and how to undo shipments.

Module 10: Analysis and Reporting

This module explains how to set up and use reports and perform analysis by dimensions.

  • Analysis Views and Reports
  • Analysis by Dimensions
  • Sales and Purchase Budgets
  • Create an Analysis Report
  • Analyze Item Sales by Area
  • Explain how to set up and use sales and purchase analysis reports.
  • Show how to perform analysis by dimensions.
  • Explain how to create and export budgets and use them in analysis reports.

What's Included

Microsoft Official Curriculum

  • MOC 80440 - Trade in Microsoft Dynamics NAV 2013

Your accelerated course includes:

  • Accommodation *
  • Meals, unlimited snacks, beverages, tea and coffee *
  • On-site exams **
  • Exam vouchers **
  • Practice tests **
  • Certification Guarantee ***
  • Courseware
  • Up-to 12 hours of instructor-led training each day
  • 24-hour lab access
  • Digital courseware **
  • * For residential training only. Doesn't apply for online courses
  • ** Some exceptions apply. Please refer to the Exam Track or speak with our experts
  • *** Pass first time or train again free (just pay for accommodation, exams and incidental costs)

Prerequisites

Before attending this course, you must have basic knowledge of distribution and logistics. You must also have attended, or have knowledge of, the following courses:

  • Introduction in Microsoft Dynamics NAV 2013
  • Finance Essentials in Microsoft Dynamics NAV 2013

Unsure whether you meet the prerequisites? Don’t worry. Your training consultant will discuss your background with you to understand if this course is right for you.

Reviews

Here's the Firebrand Training review section. Since 2001 we've trained exactly 114207 students and asked them all to review our Accelerated Learning. Currently, 96.64% have said Firebrand exceeded their expectations.

Read reviews from recent accelerated courses below or visit Firebrand Stories for written and video interviews from our alumni.


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"We had Phil Anderson, a very nice and intelligent man. He had to put through a lot of information. I did not take the exam at the end of the week, because I am a person who needs more time to process information. The course was structured and well done by Phil. I would recommend him as a trainer. Teacher gets a 9. The facilities of the training were good. Everything was prepared before the training, so it had an easy start. "
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"Intense study with a great instructor and awesome co-students."
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