Microsoft Business Solutions-Navision Trade
Course 8362: 2.5 days; Instructor-led

Prerequisites
Before attending this course, students must have:

• General knowledge of Windows

• The ability to use Microsoft Navision financials for financials processing

In addition, students should have:

• Basic knowledge of distribution and logistics

Course Outline
Chapter 1: Introduction

This chapter gives students a general overview of the Microsoft Navision Trade training course. It also explains how to install Microsoft Navision on your computer.

Main Topics

• About the Microsoft Navision Trade Manual

• Installing Microsoft Navision

After completing this chapter, students should be able to:

• Understand the purpose of the Trade training course

• Install Microsoft Navision on their machines

Chapter 2: Sales Order Management

This chapter focuses on the key features of sales management in Microsoft Navision. Youfocus on the most common aspects of handling sales transactions, and learn about cover quotes, blanket and sales orders, drop shipments, item reservations, document status, and order posting. The chapter starts with a short section on sales management setup.

Main Topics

• Setting up Sales Management

• Managing Sales Transactions

Labs

• Setting up Sales & Receivables

• Processing Blanket Orders

• Processing Sales Orders

• Drop Shipping Orders

• Using Item Reservations

• Shipping Orders

• Handling Sales

After completing this chapter, students should be able to:

• Set up sales management

• Process sales orders and blanket sales orders

• Manage sales transactions that include drop shipments and item reservations

• Post and ship orders

Chapter 3: Sales Prices and Discounts

Thhis chapter demonstrates how to use the sales line pricing and sales line discounting functions available in the program. In the first part of the chapter, we will cover setting up alternative sales prices, using the pricing mechanism, and maintaining sales prices. In the second part of the chapter, we will cover the processing of item-related discounts, invoice discounts, and payment discounts. Throughout both sections, you see how to use the program to find the best price available for a customer.

Main Topics

• Setting up and Maintaining Sales Prices

• Setting up and Using Line and Invoice Discounts

Labs

• Setting up Prices for a Specific Customer for Specific Items

• Setting up Prices to Target a Specific Customer Segment

• Using the Pricing Mechanism

• Managing Alternative Sales Prices

• Creating Sales Prices for a Campaign

• Working with the Sales Price Worksheet

• Updating Sales Prices

• Updating Sales Prices Using Batch Jobs

• Setting up Line Discounts

• Using the Line Discount Mechanism

• Using the “Best Price” rule

• Creating Sales Line Discounts for a Campaign

After completing this chapter, students should be able to:

• Set up and maintain sales prices

• Process sales with line and/or invoice discounts

• Use Microsoft Navision to find the best sales price for customers

Chapter 4: Customer Service Features

This chapter discusses how to utilize the customer service features in Microsoft Navision. You see the processes for using item substitution and item cross references. In addition, you learn how to handle the sale of nonstock items. All these features are designed to assist salespeople in meeting customer requests.

Main Topics

• Item Substitution

• Item Cross Reference

• Nonstock Items

Labs

• Substituting an item for one that is unavailable

• Handling Items with Substitutions

• Setting up Item Cross Reference

• Creating a Sales Order with a Cross Reference

• Handling Items with Cross Reference

• Handling Nonstock Items

• Handling the Sale of a Nonstock Item by Means of Special Order

After completing this chapter, students should be able to:

• Look up substitute items in the program

• Process sales orders with substitute items

• Set up item cross references

• Process sales orders using cross referenced item numbers

• Handle nonstock items through drop shipments or special orders

Chapter 5: Purchase Order Management

This chapter focuses on the key features of purchase order management in Microsoft Navision. You look at the most common aspects of handling purchase transactions, and we will cover quotes and purchase orders, including order posting. You also discuss purchase prices and discounts. The chapter starts with a short section on purchase order management setup.

Main Topics

• Setting up Purchases

• Managing Purchase Transactions

• Purchase Prices and Discounts

Labs

• Setting up purchases and payables

• Managing Purchase Transactions

• Managing Purchase Transactions

• Setting up Alternative Purchase Prices

• Managing Alternative Purchase Prices

• Managing Purchase Line Discounts

After completing this chapter, students should be able to:

• Set up purchase order management

• Process purchase quotes and orders

• Process purchase transactions using alternative prices and purchase line discounts

Chapter 6: Requisition Management

This chapter covers the processes involved in requisition management, focusing on the requisition worksheet. The batch jobs to calculate the replenishment plan and create the purchase orders are discussed, as are additional worksheet features that facilitate the requisition process. The chapter starts with a discussion of requisition management setup and the planning options available on the item card.

Main Topics

• Setting up requisition management

• Using the requisition worksheet

• Requisition worksheet features

Labs

• Calculating a Replenishment Plan

• Using Requisition Worksheet Batch Jobs

• Using Drop Shipment Lines on the Requisition Worksheet

• Calculating a Replenishment Plan from the Requisition Worksheet

After completing this chapter, students should be able to:

• Set up requisition management

• Use the requisition worksheet batch jobs to calculate a replenishment plan and create purchase orders based on the plan

• Use drop shipment lines, planning worksheet lines, and manually created line in the requisition worksheet to handle requisition planning and ordering

Chapter 7: Item Charges

This chapter explains how to handle the costs of distributing, handling, and transporting goods. You discuss adding item charges to purchase orders and adding item charges to sales orders. At the end of the chapter, you discuss how to use item charges with regard to sales and purchase allowances.

Main Topics

• Setting up Item Charges

• Purchase Item Charges

• Sales Item Charges

• Purchase and Sales Allowances

Labs

• Handling Purchase Item Charges

• Handling Sales Item Charges

• Using Item Charges with Sales Allowances

• Handling Purchase Allowances

After completing this chapter, students should be able to:

• Set up item charges

• Add item charges to a purchase at the time of the receipt

• Add item charges to a purchase after the receipt

• Add item charges to a sale at the time of sale

• Add item charges to a sale after the sale is complete

• Create sales and purchase allowances

Chapter 8: Order Promising

This chapter examines how to use the order promising functionality. You discuss the processes for promising order delivery and estimating purchase and transfer order receipts. The chapter includes introductions to the concepts behind order promising and receipt date estimation, with a focus on date calculation.

Main Topics

• Promising Orders to Customers

• Estimating Purchase Order Receipts

• Estimating Transfer Order Receipts

Labs

• Promising Sales Order Delivery with no Delivery Date Requested

• Promising Sales Order Delivery when Items are not Available for Shipping

• Promising Sales Order Delivery with a Requested Delivery Date

• Promising Sales Order Delivery when a Requested Delivery Date Cannot be Met

• Promising Sales Order Delivery with a Required Shipment Date before the Current Date

• Promising Sales Order Delivery in Other Situations

• Setting up Date Calculations for Purchase Orders

• Estimating Purchase Order Receipt with no Receipt Date Requested

• Estimating Purchase Order Receipt with a Receipt Date Requested

• Estimating Purchase Order Receipt when the Order must have been placed before the Current Date to meet the Requested Receipt Date

• Estimating Purchase Order Receipt in Other Situations

After completing this chapter, students should be able to:

• Set up date calculation for sales orders

• Set up order promising

• Use order promising in a variety of ordering situations

• Set up date calculation for purchase order receipts

• Estimate purchase order receipts in a variety of ordering situations

• Estimate transfer order receipts

Chapter 9: Returns Management

This chapter discusses the returns process, focusing on compensation agreements with customers and vendors. You see the setup of returns managements and the processes required to enter returns information in the program in a variety of situations.

Main Topics

• Setting up Returns Management

• Managing Returns from Customers

• Managing Returns to Vendors

Labs

• Registering a Compensation Agreement with the Customer

• Registering a Compensation Agreement when a Returned Item needs to go to the Vendor for Repair

• Processing the Customer Return

• Registering a Compensation Agreement with the Vendor when a Returned Item needs to go to the Vendor for Repair

• Registering a Compensation Agreement with a Vendor when Items are Damaged during Shipment

After completing this chapter, students should be able to:

• Set up returns management

• Register compensation agreements with customers

• Register compensation agreements with vendors

• Return items to vendors for repair

• Recover costs from shipment damage

Chapter 10: Analysis and Reporting

This chapter examines the setup requirements and procedures for creating analysis reports and performing analysis by dimensions. In addition, this chapter covers the creation of sales and purchase budgets. You see the processes for setting up report templates and budget templates. You learn how to use the functions in the program to drill down into information in the reports and budgets. You learn the processes for exporting reports and budgets to Microsoft Excel, as well as importing budget information from Excel back into Microsoft Navision. At the end of the chapter, You discuss using budgets in analysis reports.

Main Topics

• Analysis Reports

• Analysis by Dimensions

• Sales and Purchase Budgets

Labs

• Customizing Analysis Reports

• Creating Analysis Reports

• Using Customer and Item Groups in Analysis Reports

• Viewing and Presenting Analysis Reports

• Performing Analysis by Dimensions

• Creating a Purchase Budget

• Exporting to and Importing from Excel

• Using Budgets in Analysis Reports

After completing this chapter, students should be able to:

• Create analysis reports, including setting up line and column templates

• Customize analysis reports

• Use analysis reports to find sales, purchase, and inventory information in the program

• Perform analysis by dimensions

• Create sales and purchase budgets

• Import and export budgets between Microsoft Navision and Microsoft Excel