Microsoft Business Solutions–Navision Inventory Management
Course 8390: One to two days; Instructor-led

Prerequisites
Before attending this course, students must have:

• Successfully passed the Attain Overview test, or have equivalent experience with Navision Attain (Financials) application.

• Successfully passed the Attain Essentials test.

• A background in distribution or logistics.

Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.

Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline
Module 1: Introduction

This module describes the basic structure of the course and gives any additional information required by participants in the course.

Module 2: Inventory Management – Overview

This module explains how to monitor inventory levels in Microsoft Navision and use the reservation and order tracking systems to ensure that supply meets demand.

Lessons

• Inventory Availability

• Reservations

• Order Tracking

Lab 1: Reservations

• Reserving items on a purchase order

Lab 2: Order Tracking

• Tracking to a planned purchase order

After completing this module, students will be able to:

• Determine item availability and projected availability.

• Reserve items from inventory or from a purchase order.

• Track purchase and sales orders using order tracking functionality.

Module 3: Multiple Locations

This module explains how to set up and use multiple locations and responsibility centers within one company in order to maximize efficiency and usability.

Lessons

• Setting Up a Company with Multiple Locations

• Selling and Purchasing in a Company with Multiple Locations

• Controlling Inventory at Multiple Locations

Lab 1: Setting up a Company with Multiple Locations

• Create and set up a new location

• Create and set up a responsibility center

• Set up a multi-site company

Lab 2: Selling and Purchasing in a Company with Multiple Locations

• Create purchase orders in a company with multiple locations

• Create sales orders in a company with multiple locations

Lab 3: Controlling Inventory at Multiple Locations

• Create and set up stockkeeping units

After completing this module, students will be able to:

• Set up a company with multiple locations.

• Link customers and vendors to locations.

• Set up responsibility centers.

• Link users, customers, and vendors to responsibility centers.

• Create sales and purchase orders for multiple locations.

• Create and set up stockkeeping units.

Module 4: Location Transfers

This module explains how to set up and use the program to record transfers of quantities of items between locations.

Lessons

• Setting up Transfers

• Transferring Items between Locations

• Viewing Items in Transit

Lab 1: Setting up Transfers

• Setting up a transfer route

Lab 2: Transferring Items between Locations

• Transfer items between locations

Lab 3: Viewing Items in Transit

• Viewing items in transit

After completing this module, students will be able to:

• Set up the program to handle transfers.

• Create and post manual transfers.

• Adjust transfer quantities.

• Identify the locations and quantities of items in transit.

Module 5: Warehousing

This module explains how to use the basic warehousing functionality to receive, put away, pick, and ship items in locations that have a defined bin structure.

Lessons

• Setting up Warehousing

• Receiving and Putting Away

• Picking and Shipping

• Movements and Adjustments

• Physical Inventory

Lab 1: Setting Up Warehousing

• Setting up a warehouse location

Lab 2: Receiving and putting away

• Receiving and putting away from the purchase document

• Receiving with a warehouse receipt

Lab 3: Picking and Shipping

• Picking and shipping with inventory pick documents

• Shipping with warehouse pick and ship documents

Lab 4: Movements and Adjustments

• Moving and adjusting bin contents

Lab 5: Physical Inventory

• Performing the physical inventory with bins

After completing this module, students will be able to:

• Set up locations for warehousing, including bin set up.

• Receive and put away items using the purchase order, inventory put-away, or warehouse receipt documents.

• Pick and ship items using the sales order, inventory pick, or warehouse shipment documents.

• Move items between bins.

• Adjust item quantities in bins.

• Conduct a physical inventory count in a location with bins.

Module 6: Item Tracking

This module describes how users can track items that require special handling through serial or lot numbers and how they can attach warranty or expiration dates to items.

Lessons

• Setting up Item Tracking

• Handling Items with Serial and Lot Numbers

• Tracking Items with Serial and Lot Numbers

• Handling and Tracking Items with Warranty and Expiration

• Transferring Items with Serial and Lot Numbers

Lab 1: Handling Items with Serial and Lot Numbers

• Handling items with serial and lot numbers

Lab 2: Tracking Items with Serial and Lot Numbers

• Tracking the items

Lab 3: Transferring Items with Serial and Lot Numbers

• Transferring Items with Lot Numbers

After completing this module, students will be able to:

• Set up item tracking in Microsoft Navision.

• Set up items to be tracked by serial or lot number.

• Assign serial or lot numbers to items on transactions, including purchases, sales, BOM journals, and transfers.

• Track transactions with serial or lot numbers using item entries.