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English → Dynamics 365 → Business Central → Application

Sales in Business Central (EBC89990)


Description
49 videos | 2h 28 min | Business Central | English

Prerequisites: Essentials


Learn how to manage the sales area of Business Central. The tutorial starts with a general instroduction, followed by various setup steps. Then you will be guided through the areas of sales documents, assembly management and additional functions.

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Duration: 2h 28min

Content
  • Introduction
  • Demo Environment
  • Introduction to Master Data
  • Introduction to the Document Flow sample
  • Integration into the General Ledger
  • Posting Date vs. Document Date
  • Setup
  • Sales & Receivables Setup
  • Number Series
  • Business- and Product Posting Groups
  • Customer Posting Groups and Inventory Posting Groups
  • Payment Terms, Payment Methods and Shipment Methods sample
  • Sales Person Codes
  • Currencies
  • Document Sending Profiles
  • Customer Templates
  • Units of Measure
  • Attributes and Categories
  • Item Templates
  • First Steps
  • Customers
  • Items
  • Resources
  • Service Items vs. Resources
  • Customer Ship-to Addresses
  • Special Sales Prices sample
  • Special Discounts
  • Sales Docuements
  • Sales Quotes
  • Sales Orders
  • Posted Sales Shipments
  • Posted Sales Invoices
  • Sales Invoices
  • Cash Sales
  • Combine Shipments - Collective Invoices
  • Cancel Shipments
  • Cancel Posted Sales Invoices
  • Create a Sales Allowance
  • Return Orders
  • Blanked Orders
  • Prepayment
  • Assembly Management
  • Assemby Items sample
  • Assembly Orders
  • Assembly from Sales Orders
  • Cancelling Assembly Orders
  • Additional Functions
  • Merge Customers
  • Copy Documents
  • Preset Dates and Quantities sample
  • Create Customers and Items directly from Documents
  • Create Purchase Documents from Sales Documents
  • Recurring Sales Lines
  • Select multiple Items and filter by Attributes
Completion rules
  • You must complete 70.00% of the content
  • Leads to a certificate with a duration: Forever
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