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Introduction 0-1
Welcome ............................................................................................................ 0-1
Microsoft Dynamics Courseware Contents ........................................................ 0-2
Documentation Conventions .............................................................................. 0-3
Student Objectives ............................................................................................. 0-4
Chapter 1: Introduction to Trade and Logistics 1-1
Objectives ........................................................................................................... 1-1
Introduction ......................................................................................................... 1-1
Logistics and Inventory Management ................................................................. 1-2
Logistics and Inventory Features........................................................................ 1-2
Information Flow ................................................................................................. 1-6
Summary ............................................................................................................ 1-6
Quick Interaction: Lessons Learned ................................................................... 1-7
Chapter 2: Inventory 2-1
Objectives ........................................................................................................... 2-1
Introduction ......................................................................................................... 2-1
Item Groups ........................................................................................................ 2-2
Lab 2.1 - Locating Inventory Posting Accounts ................................................ 2-14
Inventory Model Groups ................................................................................... 2-16
Lab 2.2 - Set Up an Inventory Model Group and Apply It to an Item ................ 2-24
Dimension Groups ............................................................................................ 2-27
The Inventory Dimensions Form ...................................................................... 2-30
Item Dimension Combinations.......................................................................... 2-37
Lab 2.3 - Create an Inventory Dimension Group .............................................. 2-41
Inventory Parameters ....................................................................................... 2-43
Item Setup ........................................................................................................ 2-44
Default Order Settings ...................................................................................... 2-56
Units of Measure .............................................................................................. 2-60
Warehouse Management ................................................................................. 2-62
Lab 2.4 - Create a New Item ............................................................................ 2-64
Item Pricing ...................................................................................................... 2-68
Summary .......................................................................................................... 2-75
Test Your Knowledge ....................................................................................... 2-76
Quick Interaction: Lessons Learned ................................................................. 2-79
Chapter 3: Purchase Orders and Purchase Order Posting 3-1
Objectives ........................................................................................................... 3-1
Introduction ......................................................................................................... 3-1
Working with Purchase Orders ........................................................................... 3-2
Purchase Order Types ..................................................................................... 3-15
Lab 3.1 - Create Purchase Orders ................................................................... 3-20
Set Up Accounts Payable Purchase Parameters ............................................. 3-23
Lab 3.2 - Applying Purchase Parameters ......................................................... 3-25
Ship to Multiple Addresses ............................................................................... 3-27
Lab 3.3 - Ship to Multiple Addresses and Purchase Orders............................. 3-29
Purchase Order Posting ................................................................................... 3-31
Post a Purchase Order ..................................................................................... 3-32