Introduction

• Introduction to ERP and its features
• Administration Module setups >> Users
• Understanding the information Flow in Microsoft Dynamics 365

Basic

• Legal entities
• Operating units
• Number sequences
• Currencies
• Calendar
• Chart of accounts
• Account structure
• Ledger

Journals

• Creating journal names with various journal types
• Create and post General journal

Inventory

• Item Group
• Item Model Group
• Dimension Groups
• Inventory Parameters
• Creating Items
• Units of measure and setting up unit conversion
• Inventory Management
• Setting Purchase, Cost and Sales Pricing of Items

Procurement basic setups

• Terms of payment
• Method of payment
• Vendor group
• Vendor
• Vendor posting profile

Sales basic setups

• Customer group
• Customer
• Customer posting profile

• Purchase order – Simple view
• Create Purchase Order lines
• Post Purchase orders
• Purchase Orders – Advanced view
• Purchase Order Types
• Sale Order Simple and Advanced view
• Sales Order types
• Purchase and Sales Parameters
• Multiple ship to functionality
• Enhanced delivery date control
• Direct delivery
• Create and post Invoice Journals
• Create Free text invoice

• Vendor payments and its setup
• Customer payments and its setup

Quotations

• Setup a Sales Quotation
• Work with Quotations
• Various Quotation functions
• Request for quotation

Procurement category

• Category and its significance
• Purchasing, Policies
• Purchase requisition process

• Setting up Serial and Batch Numbers as Inventory Dimensions
• Manually allocating Serial and / or Batch Numbers
• Automatically allocating Serial and / or Batch Numbers
• Creating Number groups Automatic allocation
• Understanding Tracing
• Tracing the Receipts and Issue Serialized Items
• Trace inventory dimensions
• Transfer Journal

Over/ Under Delivery and Miscellaneous Charges

• Over/Under delivery Setup
• Parameter Setup
• Item Setup
• Over/Under delivery Transactions
• Miscellaneous, Fixed Charges
• Miscellaneous Charges Codes
• Setting Up Manual Miscellaneous Charges
• Setting Up Automatically Miscellaneous Charges
• Editing Automatic Miscellaneous Charges
• Miscellaneous charges Transactions
• Landed Cost Miscellaneous Charges

• Quarantine Management Setup
• Quarantine Warehouse Setup
• Quarantine Parameters
• Quarantine Item Management
• Quarantine Processing
• Manual Quarantine Orders
• Automatic Quarantine Management
• Quarantine Order Processing Options
• Inventory Transactions on Quarantine Items

Trade & Logistic Item Registration

• Item Registration Setup
• Automatic and Manual Registration of a Pick
• Item registration of serialized and batch inventory

Reservations

• Reservation, Dimensions and Transactions
• Reservation parameters
• Manual Reservations
• Automatic Reservations
• View Reservations
• Lock Reservations
• Cancel Reservations
• Batch Reservations
• Picking Reserved Items

• Vendor Returns
• Vendor Returns with serialized Items
• Customer Returns, Customer serialized Returns
• Disposition codes

Customer and Vendor Trade Agreements

• Setup Trade Agreements
• Activate Trade Agreements
• Trade Agreement Parameters
• Make adjustments to Agreements
• Supplementary Items

Inventory Journal

• Inventory Journal general setup
• Journal Names
• Dimensions and more
• Posting, Profit/Loss(Adjustment) and movement Journal
• Transfer Journal
• Bills of Material Journal
• Counting Journals Setup
• Warehouse Items
• Counting groups
• Creating and processing a counting journal
• Tag counting Journal

• Setup for transfer orders
• Using the Transfer orders form
• Picking items for a transfer order
• Shipping and receiving a transfer order

Commission

• Commission setup
• Commission posting
• Commission customer group and commission
• Item Group, Commission sales group
• Commission calculation
• Viewing commission transactions

Inventory Closing

• The fundamental Costing issue
• Standard Cost Price
• Estimated Inventory values before closing
• Packing slip updates and inventory value
• Inventory models used for closing
• Inventory and inventory closing
• Pre- closing actions, Closing Inventory, Inventory recalculation
• Manual inventory adjustments
• Inventory costing and adjusting reports

• Workflow creation
• Purchase requisition
• Functional requirement Document samples
• Identifying the GAPS >> GAPS Document
• Creation of Sample Functional Design specs
• Sure step Methodology – Explanation
• Implementation Process
• Test Case Document/Sample and example
• User Manuals