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Course Description

We have designed our course material in the way that best prepares you to learn.

At Training Material Completion 
After completing this training, individuals will be able to: 

  • Review the setup of Sales Order Management. This includes customers, shipping options, reservation rules, customer posting groups, and salespeople. 
  • Explain and process sales quotes and blanket sales orders, and review sales order information. 
  • Describe how to reserve items on a sales order. 
  • Explain how to post a sales order shipment. 
  • Describe and show how to combine shipments into one invoice. 
  • Explain and demonstrate the drop shipment process. 
  • Show how to process prepayments on a sales order. 
  • Define sales prices and set up sales prices and customer price groups. 
  • Explain how to maintain sales prices by using the sales price worksheet. 
  • Describe and set up line discounts. 
  • Explain how invoice discounts are used. 
  • Describe how to set up and use item substitutions. 
  • Review the setup and use of item cross references. 
  • Explain how to set up nonstock items and create them manually. 
  • Describe how to sell nonstock items by using special orders. 

Prerequisites
Participants must have: 

  • Basic knowledge of the functionality of Dynamics 365 Business Central 

Required preparation
Attending the following Microsoft Learn courses:  

Suggested pre-reading
Reading one or more of the following books: 

  • Enterprise Resource Planning by Veena Bansal 
  • Implementing Microsoft Dynamics 365 Business Central On-Premise by Roberto Stefanetti and Alex Chow 
  • The most important things to think about when considering Business Central by Sune Lohse