For companies to survive, you must keep customers happy. Therefore, a quick and accurate response to inquiries, such as the price of a product or the expected delivery date of a shipment, is important to the sales process. So, too, is the capacity to reserve inventory for a customer.
This course covers all the major steps involved with Sales Order Processing, from sales pricing and discounts, how to process and invoice an order and also how to manage returns, all from within NAV. We will cover the impact all of this has on your Chart of Accounts, and close the process by examining what to do when you receive the funds for the invoiced amounts.
Timely purchases that are made at the best price improve a company’s inventory management, reduce costs, and have a direct effect on the company’s ability to satisfy their customers.
This course covers all the major steps involved with Purchase Order Processing, from setting up purchase pricing and discounts, creating and posting a quote, then an order, and finally an invoice. We will show you how to manage vendor prepayments and see how the suggest vendor payments function works for payment journals and how to process item charges. Then we will look at processing returns to a vendor.
We will take a look at the Requisition Worksheet. This functionality allows you to calculate a plan that determines which items to order, the quantities required and when to order them, based on sales orders and stock levels.
This course is applicable to those with a basic understanding of NAV. Preferably you should have been on course DC010 - Using Dynamics NAV and Configuration, but this is not mandatory.
Our scheduled training courses are £250.00 per person per day. If you are coming to our site, parking and refreshments will be provided.
For details on what to expect, dress code and general terms and conditions, please see our standard training T&Cs.
The following is a list of the subjects covered in the course.
Please fill in the following form to book onto this course.