Enter Landed Costs at the time you enter the receipt of inventory

Enter Landed Costs after the items have been received

Close the Purchasing module

Define set up options for the module that allow you to customize your system to better fit your organization's unique needs

General knowledge of Microsoft Windows.

Knowledge of basic navigation functions in Microsoft Dynamics SL

Course Description

Module Overview

Process Flow

Other Features

Procedures for Processing Purchase Orders

Processing Orders Step by Step

Procedures for Creating Regular Orders

Procedures for Creating Drop-Ship Orders

Procedures for Creating Blanket Orders

Procedures for Creating Standard Orders

Purchase Order Window

Enter a purchase order to restock inventory quantity

Create a Drop Ship order to ship quantity from a vendor directly to a customer

Create a blanket order to take advantage of special pricing

Create an order against a blanket order to request shipment of goods

Create a quote to request prices from several vendors

Convert a quote into an actual purchase order

Print all or selected purchase orders

Create a change order to track adjustments to a purchase order

Understand the goals of this course.

See how the Purchasing module fits into the suite of available modules for the Microsoft Dynamics SL system.

Follow the flow of transactions through Purchasing.

Understand the flow of Purchasing transactions.

Understand the process of entering Purchase Orders.

Receive goods.

Understand the various types of purchase orders and when purchase orders are used.

Understand the procedure used to enter purchase orders into the Purchasing module.

Understand purchase order header, detail, and shipping information.

Print Purchase Orders.

Procedures for entering regular receipts

Procedures for entering returns

Enter a receipt in Purchasing and automatically create a voucher

Enter a receipt for a partial shipment and do not create a voucher

Manually complete an order that will not receive remaining quantity

Complete a drop ship order when inventory is received by the customer

Enter a return in the Purchasing Receipts window for damaged goods

Automatically create an adjustment for accounts payable

Understand how to receive goods into inventory in part or in full.

Understand the procedures used to complete a drop-ship order.

Understand the procedure for entering returns.

Enter return transactions.

General Ledger

Accounts Payable

Purchase Price Variance

Reports

Printing Purchase Orders

Reordering

Purchase Order Information

Enter a receipt for a Purchase Order in the Accounts Payable Voucher and Adjustment window

Understand the impact of Receipt/Invoice Entry transactions to General Ledger.

Understand the relationship between the Purchasing and Accounts Payable modules

Understand Purchase Price Variances.

View purchasing information using Inquiry windows.

Retrieve information from the purchasing module using reports.

Module Integration Diagram

Module Implementation Worksheet

Landed Cost Categories

IN Setup

Reason Codes

Landed Cost Codes

Vendor Maintenance

Landed Cost Process Flow

Receipt/Invoice Entry

Landed Cost Receipt Entry

Process PO Landed Cost Batches

Voucher and Adjustment Entry

Landed Cost Allocation Entry

Process AP Landed Cost Batches

Balance to the General Ledger

Close for the Month or Year

Delete Purchasing Detail

Perform PO Integrity Check

Enter and allocate a landed cost for sales tax

Understand the transaction flow for Landed Costs.

Complete the Setup process for landed costs.

Enter Landed Costs in Receipt/Invoice Entry.

Enter Landed Costs in Voucher and Adjustments.

Process Landed Cost batches.

Understand the timing of closing the Purchasing module with the other Distribution modules.

Determine the possible cause of out-of-balance conditions between Purchasing and Accounts Payable.

Use the module integrity check.