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Trade in Microsoft Dynamics NAV 2017 Training & Certification Course


Trade in Microsoft Dynamics NAV 2017 course provides you with the skill to support the purchase, sales & return of inventory. Students will learn how to manage sales and purchase analysis report, including prices and discounts, including budget and order promising.

Upon Completion of Trade in Microsoft Dynamics NAV 2017 Training & Certification Course, you will accomplish following:

  • Sales Order Management
  • Customer Service Features
  • Item Charges & Order Promising
  • Returns & Assembly Management
  • Reporting & Analysis
  • Requisition & Purchase Order Management
  • Sales Prices & Discounts
  • Sales & Purchase Budgets


Course Prerequisites

  • General knowledge of Accounting
  • General knowledge of Microsoft Windows

Full Description

Module 1:  Sales Order Management

  •  The Order Processor Role Center
  •  Set Up Sales Order Management - Part 1
  •  Set Up Sales Order Management - Part 2
  •  Manage Sales Transactions - Part 1
  •  Manage Sales Transactions - Part 2
  •  Manage Sales Transactions - Part 3
  •  Item Reservation
  •  Posting Orders
  •  Drop Shipments


Module 2: Sales Prices and Discounts

  •  Set Up Sales Prices
  •  Use Sales Prices
  •  Practice: Manage Sales Prices
  •  Maintain Sales Prices
  •  Sales Line Discounts
  •  Invoice Discounts
  •  Allow and, or Disallow Discounts


Module 3: Customer Service Features

  •  Item Substitutions
  •  Item Cross References
  •  Set Up and Create Nonstock Items


Module 4: Purchase Order Management

 Purchasing Agent Role Center

 Purchase Order Management Setup

 Manage Purchase Transactions

 Purchase Prices

 Invoice and Line Discounts


Module 5: Requisition Management

  •  Requisition Management Setup
  •  Requisition Worksheet - Part 1
  •  Requisition Worksheet - Part 2
  •  Planning Parameters - Part 1
  •  Planning Parameters - Part 2
  •  Additional Worksheet Features


Module 6: Item Charges

  •  Item Charges Setup
  •  Purchase Item Charges
  •  Sales Item Charges


Module 7: Order Promising

  •  Sales Order Promising Key Concepts
  •  Order Promising Setup
  •  Sales Order Promising Definitions and Calculations
  •  Promising Sales Order Delivery
  •  Purchase Order Promising Definitions and Calculations
  •  Estimating Purchase Order Receipts
  •  Estimate Transfer Order Receipt
  •  Calendars


Module 8: Returns Management

  •  Returns Management Setup
  •  Manage Customer Returns - Part 1
  •  Manage Returns to Vendors


Module 9: Assembly Management

  •  Assembly Management
  •  Assembly Setup
  •  Assembly Items and Assembly Bill of Materials
  •  Assemble to Order - Part 1
  •  Assemble to Order - Part 2
  •  Assemble to Order - Part 3
  •  Reservations
  •  Selling ATO Items and Inventory Items Together
  •  Assemble-to-Order Shipments


Module 10: Analysis and Reporting

  •  Sales and Purchase Budgets
  •  Analysis of Views and Reports
  •  Display Analysis Reports as a Chart
  •  Analysis by Dimensions

Fees & Schedule

Delivery Mode Course Duration Fees
Live Virtual Training 3 Days Ask for Quote
Onsite Classroom Training 3 Days Ask for Quote
Customized Training 3 Days Ask for Quote


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