Introduction

INTRODUCTION
Training is an important component of maintaining the value of your Microsoft
Dynamics™ NAV 5.0 investment. Quality training from industry experts keeps
you up-to-date and helps you develop the skills necessary for fully maximizing
the value of your solution. Whether you want Online Training, Classroom
Training, or Training Materials, there is a type of training to meet everyone’s
needs. Select the training type that allows you to stay ahead of the competition.

Online Training
Online Training delivers convenient, in-depth training to you in the comfort of
your own home or office. Online training provides immediate access to training
24 hours a day, and is perfect for the customer who does not have the time or
budget to travel. The online training option, eCourses, combines the efficiency of
online training with the in-depth product coverage of classroom training, with at
least two weeks to complete each course.

Classroom Training
Classroom Training provides serious, in-depth learning through hands-on
interaction. From demonstrations to presentations to classroom activities, you
will receive hands-on experience with instruction from a certified staff of experts.

Training Materials
Training Materials enable you to learn at your own pace, on your own time, with
information-packed training manuals. Our wide variety of training manuals
feature many tips, tricks, and insights you can refer to repeatedly.

Microsoft Dynamics Training Courseware: The Microsoft Dynamics Training

Courseware are detailed training manuals, designed from a training perspective.
These manuals include advanced topics and training objectives, exercises,
interactions, and quizzes.

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Trade in Microsoft Dynamics™ NAV 5.0

About the Trade in Microsoft Dynamics NAV Training Manual

This training manual provides a conceptual and operational description of the
standard trade functionality of Microsoft Dynamics NAV. The manual can be
used both in the context of an instructor-led training course and as reference
material for self-teaching.

Target Audience
This training manual is intended for Microsoft Certified Dynamics Partners'
employees selling, implementing, and supporting Microsoft Dynamics NAV.

Training Objectives
Whether used in a course setting or for self-teaching, the manual is designed to
equip course participants with the product knowledge, both at conceptual and
functional levels, required when implementing and supporting Microsoft
Dynamics NAV at a wide range of wholesale and manufacturing companies with
a focus on the trade area.

Training Prerequisites
To successfully participate in the Trade course or complete the training in the
self-teaching manner, participants must have passed the following:

• The Microsoft Dynamics NAV Overview test (or have equivalent

experience with Microsoft Dynamics NAV (Financials) application).
• The Microsoft Dynamics NAV Essentials test.

Additionally, participants need to have a background in distribution/logistics to

understand the underlying principles of these businesses.

Training Manual Overview

Before you start the course (self-teaching), you must install Microsoft Dynamics
NAV on your computer.

This manual provides the participants with an in depth understanding of the

granules and features of the trade-related functionality in Microsoft Dynamics
NAV. The manual consists of the following chapters:

• Chapter 2: Sales Order Management

• Chapter 3: Sales Prices and Discounts
• Chapter 4: Customer Service Features
• Chapter 5: Purchase Order Management
• Chapter 6: Requisition Management
• Chapter 7: Item Charges

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 Introduction

• Chapter 8: Order Promising

• Chapter 9: Returns Management
• Chapter 10: Analysis and Reporting

Every chapter includes an overview of the feature, explains the setup procedure,
and describes how the feature supports the associated operating processes
involved in managing a reselling business.

In this manual, the chapters are organized logically, reflecting the relationship
between different granules of the program. It is, therefore, recommended that the
course (when built on this manual) or self-teaching activity follows the suggested
teaching path. If preferred, however, the users of the manual can choose
alternative paths.

The chapters in this training manual typically contain the following elements:

• Concepts
• Demonstrations
• Labs

Concepts explain the business processes that can be managed by using the trade
functionality of the program.

Demonstrations represent the typical business situations where the application is

used. Demonstrations provide a basis for examples that give practical step-by-
step descriptions of how to use the application.

Labs enable the course participants (manual readers) to practice using the
program.

The manual includes the following typographic conventions:

• Name is used for names of fields, tabs, and windows.

• PATHNAME→PATH is used for navigation paths for users to follow.

Dates
The dates in the course manual are in the American format. In order to avoid
confusion when reading the manual and following the exercises, if necessary, it is
a good idea to change the date format in Windows before starting the training
session.

The working date is set to be 01/24/08 (January 24, 2008). It is important that
this date is used when following the examples and doing the exercises included
in the manual.

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Trade in Microsoft Dynamics™ NAV 5.0

Demonstration Data
All examples and exercises in this manual are based on a fictitious company,
Cronus International Ltd.

Where possible, examples and exercises in each chapter are designed

independently of each other. However, because of the limited scope of the
Cronus demo database, the same data is sometimes used in examples illustrating
different functionality.

To make sure that you always have a clean demo database, make a copy of the
database on the hard disk before you start the course.

License Information
To run the examples and exercises included in this training manual, you must
have a standard Cronus license. This is provided on the product CD.

Suggested Course Duration

When this training manual is used to run a course, it is recommended that the
course be taught over a period of two to three days.

Additional Information
You can learn more about Microsoft Dynamics NAV in the Financial
Management and Inventory Management courses, and in Microsoft Dynamics
NAV eCourses and Online Help.

You can learn more about the topics of distribution and supply chain
management from the APICS homepage: http://www.apics.org. APICS is a
nonprofit, educational society for resource management.

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 Introduction

About This Course

This section provides you with a brief description of:

• The course
• Audience
• Suggested prerequisites
• Course objectives
• Student materials
• Related certification exams

Description
This two and a half day Microsoft Dynamics™ NAV Trade course explores all of
the activities required to handle the purchase, sale, and return of inventory in the
program. This course will show you how to manage sales and purchase
transactions, including prices and discounts, item charges and order promising.
Requisition management will be covered, as well as returns management and
customer service features.

Audience
The intended audience includes individuals wanting to learn the basic features
and to develop a working knowledge of the typical day-to-day procedures
required to effectively use Microsoft Dynamics NAV Trade.

The class is targeted toward sales and purchase managers, salespeople and
purchasers, and others in an organization who are responsible for the setup and
administration of trade functionality, including item prices, discounts, and
substitutions.

At Course Completion
Completing this course allows students to:

• Manage sales transactions

• Create and use sales prices and discounts
• Process sales of items with substitutions and cross references
• Process sales of nonstock items
• Manage purchase transactions
• Create and process purchase requisitions
• Set up and use item charges
• Use the order promising functionality
• Process returns from customers and to vendors
• Create analysis reports

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Trade in Microsoft Dynamics™ NAV 5.0

• Perform analysis by dimensions

• Create sales and purchase budgets

Prerequisites
Before attending this course, students must have:

• General knowledge of Microsoft® Windows®

• The ability to use Microsoft Dynamics NAV financials for financials
processing
• Basic knowledge of distribution and logistics

Student Materials
The following material for Microsoft Dynamics NAV version 5.0 are releted to
this course:

• What's New in Microsoft Dynamics version 5.0 Application, Part I

• Introduction
• Inventory Management
• Finance

Certification Exams
This course is releted to the following exams:

• Inventory Management

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 Introduction

Student Objectives
What do you hope to learn by participating in this course?

List three main objectives below:

1.

2.

3.

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