Getting Started with NAV Classic Workflow
Objectives: This is a 3-Day Microsoft Dynamics NAV Workflow Training Class that covers how to “Use” Dynamics NAV.This Workflow training is designed for the day-to-day “users” of Microsoft Dynamics NAV Classic. You will learn the relationship between the Item Master, Purchase Orders, and Sales Orders.
We also cover:Check Printing, Cash Receipts, Credit Memo Processing, and much more.You must take this class if you use NAV on a daily basis. Your Study Guide is included on the CD.
Topics Included: How to add Items, Services, Customer, and Vendors. PO Entry, Receiving Products, PO Close Out Sales Quotes, Sales Orders, How to Ship Product, How to Invoice for Products, How to Invoice for Services, How to update GL, How to enter Vendor Invoices, How to print checks, How to enter Cash Receipts, Customer Deposits, Late Fees, Inventory Requisitions, Purchase Advice Reports, Physical Inventory, Financial Reports: Trial Balance, Income Statement and Balance Sheet, Adjusting Journal Entries, Exception Reporting, Resource Planning, Procurement Tips, Reporting Tips, Periodic Activities, Credit Memos, Locations, Statistics, Unit of Measures, Cross Reference, Dimensions, Blanket Sales Orders, and Copy Document Function.
Sample Exercise:
1. Add a new Item, a new Customer, a new Vendor.
2. Create a PO to the new Vendor for the new Item.
3. Receive in a partial shipment from your Vendor.
4. Verify Inventory increased.
5. Match the Vendor Invoice to the PO and Post
6. Verify A/P Increased in GL.
7. Verify amount due the new vendor is showing.
8. Enter a Quote for the Item to your new Customer.
9. Quote is accepted, now Make Order.
10. Print Sales Order and Order Confirmation
11. Ship product to Customer.
12. Verify Qty on Hand gets reduced.
13. Generate Invoice for Qty Shipped.
14. Verify AR in G/L has increased.
15. Verify Customer’s Balance Due has increased.
16. Receive payment from Customer, post Cash Receipts
17. Verify Cash in Bank in GL has increased.
“Save by Ordering Online”
*International Shipping does NOT cover the import tax for your country.
Please use UPS’s Landed Cost Calculator (https://wwwapps.ups.com/tradeability?loc=en_US&WT.svl=PNRO_L1) to determine your expected import tax.
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