Curso Microsoft Dynamics Nav 5.0 Finance And Trade

El Curso Microsoft Dynamics Nav 5.0 Finance And Trade es presencial y se imparte en Madrid. Tiene una duración de 30 horas y su precio es de 895 €.

Este curso explora todos los aspectos de la administración: compra, venta y devolución de existencias y muestra cómo administrar las transacciones de compra y venta, incluidos los precios y descuentos, cargos de producto y compromisos de entrega de pedidos. También se trata la administración de solicitudes y las funciones de administración de devoluciones y servicio al cliente.

-Conocimientos generales de Microsoft Windows
-Capacidad de utilizar las operaciones financieras de Microsoft Dynamics NAV.

Comerciales, consultores e implementadores del personal asociado a Microsoft que necesita dominar la funcionalidad de gestión de inventarios para ofrecer asistencia o enseñanza a los usuarios finales, como procesadores de pedidos, directores de contabilidad y agentes de compras, que deseen aprender a configurar y utilizar la funcionalidad de gestión de inventarios en Microsoft Dynamics NAV.

Module 1: Financial Management Setup
·    General Ledger Setup
·    Accounting Periods
·    Trail Codes, including Source Codes and Reason Codes

Module 2: General Ledger
·    Chart of Accounts
·    Chart of Accounts Card
·    General Ledger Budgets

Module 3: General Journals
·    Journal Overview
·    Journal Templates
·    Journal Batches
·    Journal Lines
·    Creating and Posting Journal Entries
·    Recurring Journals
·    Reversals and Corrections

Module 4: Cash Management
·    Bank Account Card Overview
·    Create a Bank Account
·    Entering and Posting Receivables Payments
·    Demonstration: Enter a Cash Receipt Payment
·    Entering and Posting Payables Checks
·    Demonstration - Post Manual Checks
·    Demonstration - Suggest Vendor Payments for Local Vendors
·    Financially Voiding Checks
·    Bank Reconciliation
·    Demonstration - Complete a Bank Reconciliation

Module 5: Receivables Management
·    Customer Card and Receivables
·    Cash Receipt Journals Overview
·    Applying Cash Receipt Payments
·    Demonstration - Applying Entries After Posting
·    Unapply Customer Ledger Entries
·    Reversal of Posted Journals
·    Set up Payment Discounts
·    Process Payment Discounts
·    Demonstration - Posting Partial Payments with Discounts
·    Demonstration - Add Discounts After Posting Sales Transactions
·    Demonstration - Apply Posted Payments to Sales Documents with Discounts
·    Set up Payment Tolerance
·    Demonstration - Set up Payment Tolerance
·    Process Payment Tolerance
·    Demonstration - Discount Taken Past the Discount Date
·    Demonstration - Discount Calculated Incorrectly
·    Demonstration - Erroneous Totaling of Two Invoices
·    Reminders and Finance Charge Memos
·    Set up and Assign Reminder Terms
·    Demonstration - Create a Reminder Term
·    Create and Issue Reminders
·    Demonstration - Create Reminders Automatically
·    Set up and Assign Finance Charge Items
·    Create and Issue Finance Charge Memos
·    Demonstration - Create Reminders Automatically
·    Create Finance Charge Memos Automatically
·    Analyzing Receivables

Module 6: Payables Management
·    Vendor Card and Payables
·    Payment Journal Overview
·    Apply Vendor Entries Window Overview
·    Post Manual Payables Checks
·    Suggest Vendor Payments Overview
·    Create Payments Using Suggest Vendor Payments
·    Demonstration - Use Vendor Priority and Available Amounts
·    Print and Post Payables Checks
·    Demonstration - Print Computer Checks
·    Void Unposted Checks
·    Apply Payments After Posting
·    Unapply Vendor Ledger Entries
·    Reversal of Journal Postings
·    Reverse a Posted Journal Entry
·    Set up Payment Discounts
·    Process Payment Discounts
·    Demonstration - Suggest Payment Lines Without a Discount
·    Demonstration - Adjust Payment Discounts
·    Set up Payment Tolerance
·    Demonstration - Set up Payment Tolerance
·    Process Payment Tolerance
·    Demonstration - Discount Taken Past the Discount Date
·    Demonstration - Adjust the Payment Amount to Reflect Discount
·    Analyze Payables

Module 7: Prepayments
·    Prepayments Set-up Overview
·    Set up Prepayment General Ledger Accounts
·    Set up Number Series for Prepayment Documents
·    Set up Prepayment Percentages for Customers and Vendors
·    Set up Check Prepayment When Posting
·    Prepayments Processing Flows
·    Prepayment Sales and Purchase Orders Overview
·    Process Prepayment Sales and Purchase Orders
·    Process Prepayment Sales and Purchase Invoices
·    Correct Prepayments

Module 8: VAP and Intrastat
·    Display VAT Amounts in Sales and Purchase Documents
·    Adjust VAT Amounts in Sales and Purchase Documents and Journals
·    Demonstration - Adjust a VAT Amount in a Purchase Document
·    Demonstration - Adjust a VAT Amount in a General Journal
·    Import VAT
·    Demonstration - Set up and Post Import VAT
·    VAT Correction
·    VAT Statements
·    Demonstration - Define, Preview, and Print a VAT Statement
·    VAT Settlement
·    Intrastat Reporting
·    Set up Intrastat
·    Report Intrastat

Module 9: Multicurrency
·    Currency Card and Currency Exchange Rates
·    Demonstration - Setting Payment Tolerance
·    Set Up Multicurrency for Customers, Vendors, and Bank Accounts
·    Demonstration - Process a Purchase Invoice
·    Process Cash Receipts
·    Demonstration - Process a Cash Receipt Journal
·    Demonstration - Print and Post Checks
·    Convert Journal Entries to Local Currency
·    Demonstration - Use the Insert Conversion LCY Rounding Lines Function
·    Use the Adjust Exchange Rates Batch Job
·    Demonstration - Adjust Currency Exchange Rate
·    Additional Reporting Currency
·    Consolidations with Multiple Currencies

Module 10: Year End Closing Processes
·    Closing a Fiscal Year
·    Demonstration - Prior-Year Entry Confirmation
·    Transferring Income Statement Account Balances
·    Demonstration - Run the Close Income Statement Batch Job
·    Demonstration - Review Entries and Post the General Journal

Module 11: Introduction Microsoft Dynamics NAV Trade

Module 12: Sales Order Management
·    Setting up Sales Management
·    Managing Sales Transactions

Module 13: Sales Prices and Discounts
·    Setting up and Maintaining Sales Prices
·    Setting up and Using Line and Invoice Discounts
·    Setting up Prices for a Specific Customer for Specific Items
·    Setting up Prices to Target a Specific Customer Segment
·    Using the Pricing Mechanism
·    Managing Alternative Sales Prices
·    Creating Sales Prices for a Campaign
·    Working with the Sales Price Worksheet
·    Updating Sales Prices
·    Updating Sales Prices Using Batch Jobs
·    Setting up Line Discounts
·    Using the Line Discount Mechanism
·    Using the “Best Price” rule
·    Creating Sales Line Discounts for a Campaign

Module 14: Customer Service Features
·    Item Substitution
·    Item Cross Reference
·    Nonstock Items

Module 15: Purchase Order Management
·    Setting up Purchases
·    Managing Purchase Transactions
·    Purchase Prices and Discounts

Module 16: Requisition Management
·    Setting up requisition management
·    Using the requisition worksheet
·    Requisition worksheet features

Module 17: Item Charges
·    Setting up Item Charges
·    Purchase Item Charges
·    Sales Item Charges
·    Purchase and Sales Allowances

Module 18: Order Promising
·    Promising Orders to Customers
·    Estimating Purchase Order Receipts
·    Estimating Transfer Order Receipts

Module 19: Returns Management
·    Setting up Returns Management
·    Managing Returns from Customers
·    Managing Returns to Vendors

Module 20: Analysis and Reporting
·    Analysis Reports
·    Analysis by Dimensions
·    Sales and Purchase Budgets

Module 21: Business Intelligence for Information Workers
·    Business Intelligence
·    Business Intelligence Overview

Module 22: Financial Reporting
·    Analyzing the Chart of Accounts
·    Demonstration: Review G/L Account Balances
·    Demonstration: Review G/L Balances
·    Demonstration: Review G/L Balances by Dimension
·    Demonstration: Review G/L Account Balances and Budgets
·    Demonstration: Review G/L Balances and Budgets
·    Account Schedules
·    Demonstration: Set up an Account Schedule
·    Demonstration: Print Account Schedule Reports
·    Demonstration: Export Account Schedules to Excel
·    Demonstration: Filter Account Schedules Using Dimensions

Module 23: XBRL
·    XBRL Terminology
·    XBRL Specifications and Taxonomies
·    Demonstration: Import a Taxonomy
·    Demonstration: Update a TaxonomyWorking with Linkbases
·    Demonstration: Attach a Linkbase
·    Demonstration: Update a Linkbase
·    Demonstration: Add a New Label Linkbase
·    Demonstration: Apply a LinkbaseEntering XBRL Line Definitions
·    Demonstration: Map the Taxonomy to the Chart of Accounts
·    Demonstration: Copy XBRL SetupExporting the XBRL Lines

Module 24: Financial Anasysis
·    View Posted Dimension Information
·    Demonstration: View Dimensions on Posted EntriesAnalyze Financial Information Using Dimensions
·    Demonstration: Create Analysis Views
·    Demonstration: Add Dimension Value Filters
·    Dimension Based Reports
·    Demonstration: Generate the Dimensions - Total Report
·    Demonstration: Generate the Dimensions - Detail Report
·    Demonstration: Combine Analysis Views with Account Schedules

Module 25: Business Analytics
·    Data Warehouse
·    Setting up the Microsoft Dynamics NAV Configurator
·    Demonstration: Set up a New Cube
·    Setting up BA Databases
·    Demonstration: Set up BA Databases
·    Demonstration: Schedule the Configurator to Run Automatically
·    Additional Business Analytics Task Demonstration: Set up a Virtual Cube
·    Demonstration: Map Existing Dimensions to a Cube

Módulo 26: Analyze Microsoft Dynamics NAV 5.0 Data in Microsoft Excel
·    Export Analysis Views to Excel
·    Demonstration: Export an Analysis View to Excel
·    Work with Data in Excel
·    Demonstration: Rename a Column and Add Bold Effects
·    Demonstration: Add a Chart