Курс "81244 Торговля в Microsoft Dynamics 365 Business Central"
Код: 81244 Специализация: Microsoft Dynamics 365
Продолжительность - 2 дня
Производится набор группы
Стоимость:
40 000 руб.
Description
This course provides you with the knowledge and skills to handle the purchase, sale and return of inventory. You will learn how 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.
What are the goals for this course?
Use the Order Processor Role Center
Set up Sales Order Management
Manage Sales Transactions
Enter Drop Shipments
Use Sales Prices and Discounts
Make Item Substitutions
Sell Nonstock Items
Complete Requisition Management Setup
Item Charges Setup
Use Purchase Item Charges
Use Sales Item Charges
Enter and manage Customer and Vendor Returns
Use the Assemble to Order features
General knowledge of Microsoft Office
81242. Financial Essentials in Microsoft Dynamics 365 Business Central
81243. Finance Advanced in Microsoft Dynamics 365 Business Central
Программа курса
Module 01: Getting Started with Trade
Trade Focused Role Centers
Trade Master Data
Module 02: Setting Up Trade in Dynamics 365 Business Central
Sales and Receivables Setup
Purchases and Payables Setup
Inventory Setup
Setting Up Locations
How to Set Up Locations
My Notifications
Customer Ship-to Addresses and Shipping Options
Module 03: Selling Items and Services
Sales Process Overview
What to Sell?
Sales Quotes
Creating Sales Quotes in Microsoft Dynamics 365 Business Central
Blanket Sales Orders
Creating Blanket Sales Orders in Business Central
Sales Orders
Creating Sales Orders in Business Central
Sales Invoices
Invoicing Multiple Shipments
Sales Return Orders
Sales Credit Memo
Correct and Cancel Sales Transactions
How to Correct and Cancel Sales Transactions
Drop Shipments
Drop Shipping Items
Module 04: Purchasing Items and Services
Purchase Process Overview
What to Purchase?
Purchase Quotes
Blanket Purchase Orders
Purchase Orders
Creating Purchase Orders in Microsoft Dynamics 365 Business Central
Create a Replenishment Purchase Order from a Sales Document
Purchase Invoices
Invoicing Multiple Receipts
Purchase Return Orders
Purchase Credit Memo
Correct and Cancel Purchase Transactions
Module 05: Prices and Discounts
Set Up Sales and Purchase Prices
Set Up Prices
Use Sales and Purchase Prices
Use Prices
Line Discount
Set Up Line Discounts
Use Line Discounts
Invoice Discounts
Set Up Invoice Discounts
Allow and, or Disallow Discounts
Module 06: Additional Item Features
Item Substitutions
Using Item Substitutions
Item Cross References
Using Item Cross References
Nonstock Items
Using Nonstock Items
Item Attributes
Using Item Attributes
Module 07: Requisition Management
Requisition Management Setup
Requisition Worksheet
Entering Lines Manually in the Requisition Worksheet
Calculate Plan Batch Job
Planning Parameters
Planning Items with Fixed Reorder Quantity
Planning Items with Maximum Quantity
Planning Items with Order
Planning Items with Lot-for-Lot
Additional Worksheet Features
Module 08: Item Charges
Item Charges Setup
Purchase Item Charges
Process Item Charges in a Purchase Order
Process Item Charges in a Purchase Invoice
Sales Item Charges
Module 09: Order Promising
Sales Order Promising Key Concepts
Setting Up Order Promising
Sales Order Promising Definitions and Calculations
Date Calculation Setup for Sales Orders
How to Set Up Date Calculation for Sales Orders
Promising Sales Order Delivery
Promising Sales Order Delivery in Different Situations
Purchase Order Promising Definitions and Calculations
How to Set Up Date Calculation for Purchase Orders
Estimating Purchase Order Receipts
Estimate Transfer Order Receipt
Calendars
Set Up and Assign Calendars
Module 10: Returns Management
Returns Management Setup
Return Reasons
Manage Customer Returns
How to Register a Compensation Agreement with a Customer
Items Returned for Vendor Repair
Manage Returns to Vendors
Exact Cost Reversing
Module 11: Assembly Management
Assembly Management
Assembly Setup
Assembly Items and Assembly Bill of Materials
Setting Up an Assembly BOM
Assemble to Order
Create an Assemble-to-Order Sales Order
Customize Linked Assembly Order Lines
Availability Views For Assembly Components
Assembly Quotes and Assembly Blanket Orders
Explode Assembly BOM During Sales Order Entry
Reservations
Reserve Assembly Components
Selling ATO Items and Inventory Items Together
Assemble-to-Order Shipments
Undo Assemble-to-Order Shipments
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
