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Module 1: SALES ORDER MANAGEMENT
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Module 2: SALES PRICES AND DISCOUNTS
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Module 3: CUSTOMER SERVICE FEATURES
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Module 4: PURCHASE ORDER MANAGEMENT
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Module 5: REQUISITION MANAGEMENT
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Module 6: ITEM CHARGES
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Module 7: ORDER PROMISING
- Lesson 1: Sales Order Promising Key Concepts
- Lesson 2: Sales Order Promising Definitions and Calculations
- Lesson 3: Date Calculation Setup for Sales Orders
- Lesson 4: Promising Sales Order Delivery
- Lesson 5: Purchase Order Promising Definitions and Calculations
- Lesson 6: Date Calculation Setup for Purchase Orders
- Lesson 7: Estimating Purchase Order Receipts
- Lesson 8: Estimate a Transfer Order Receipt & Calendars
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Module 8: RETURNS MANAGEMENT
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Module 9: ASSEMBLY MANAGEMENT
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Module 10: ANALYSIS AND REPORTING
Lesson 1: Purchase Order Management Setup
Purchase Order Management Setup
This lesson describes the setup options for Purchase Order Management setup. It focuses on the physical aspects of purchase transactions instead of the financial aspects. Financial setup issues are addressed in more detail in the Finance Essentials in Microsoft Dynamics NAV course.
Setup options that support price, discount, and prepayment features are described later in this training material.
Purchase Order Management setup consists of the following elements:
Purchases & Payables Setup
Based on their established practices, companies must specify how they want the program to support their management of purchase transactions. These are general setup options that apply to all purchase transactions, regardless of the item or vendor.
Vendor Setup
Managing vendor information is an important part of any purchasing system. Alternative vendors and addresses, and flexible shipping and receiving options, all help companies make sure that purchased goods arrive at the correct location at the appropriate time.
Vendor Posting Groups
The setup of vendor posting groups defines a connection between vendors and the accounts in the general ledger. To achieve this, you create vendor posting groups, link them to balance sheet and income statement accounts, and then assign these posting groups to individual vendors.
Companies can set up codes to identify and describe purchasing agents. These codes are then linked to vendors and purchase transactions. This helps companies prepare statistics and filter information in printed reports.
Refer to the online Help for the definition and setup options of the other fields on the General FastTab. Additionally, fields that determine cost reversing options are described in detail in “Returns Management” in this training material.
Vendor and Receiving Options
This topic explains additional setup options available for vendor address information, shipping and, or receiving processes, and alternative vendors.
Vendors frequently have alternative addresses in addition to a main business address. For example, a vendor might ship from multiple warehouses.The Order Addresses function on the vendor card accommodates vendors with more than one address. These additional locations can be defined as order addresses and they can be selected by the purchasing agent when he or she creates a purchase order, invoice, or credit memo. An unlimited number of order addresses can be created for each vendor.
