Part 2 | MS Dynamics365-Finance & Operations-MB300|330 |310
- Descrição
- Currículo
- FAQ
- Revisões
I hope you have enjoyed watching Part 1 . Welcome to the Part 2 of this ultimate masterclass for Microsoft Dynamics 365 Finance and Operations Application. This multi-part series is like a mini-implementation project, carefully tailored to provide the audience with incremental knowledge on Microsoft Dynamics 365 Finance and Operations. The motive of this series is to ensure that the audience learns everything about finance and operations from scratch, with real-life examples, starting from the creation of a new legal entity/company to all essential modules such as general ledger, product information management, procurement sourcing, sales and marketing, accounts payable, accounts receivable, and more. By the completion of all eight parts, you will have a fully functioning legal entity with all the key transactions needed to start your implementation projects with confidence and speed.
Below is the content for part two :
1. Vendor Management – Deep-dive discussion
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1.1 Prerequisites & course overview
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1.2 Getting started with the creation of the first vendor in a new legal entity.
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1.3 learning about parties, vendors, and party associations.
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1.4 Exploring Credit rating, Credit limit, Vendor hold, Reason codes in vendor master
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1.5 Exploring Currency, Invoice account, Delivery terms, Mode of delivery in a vendor
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1.6 Introduction to Change management, Terms of payment, Method of payment setup
2. Trade agreements step by step guide
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2.1 Getting started with trade agreement set-up
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2.2 Creation of first trade agreement journal
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2.3 Viewing the trade agreement price in the Purchase order
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2.4 Editing the trade agreements and making changes to the price
3. Prices & discount agreements step by step guide
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3.1 Deep dive into line discounts set-up
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3.2 Application of line discounts within a Purchase order
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3.3 Setting-up line discounts using percentage discounts
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3.4 Exploring line discounts using discount percentages 1 & 2
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3.5 Real-time examples using line discounts by quantity.
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3.6 Additional features using line discounts.
4. Discount agreement deep-dive sessions:
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4.1 Application of discount groups for price agreements
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4.2 Using vendor discount groups in price agreements
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4.3 Adding vendor surcharges using purchase agreements
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4.4 Line discounts Vs Multiline discounts
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4.5 Exploring total discounts in D365
5. Everything about charge codes in Dynamics 365:
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5.1 Manual Charge code set-up
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5.2 Exploring different scenarios using manual charge codes in PO
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5.3 Setting up automatic charge code at header level
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5.4 exploring auto charges within a PO
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5.5 Setting up and exploring automation charge code at line level
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5.6 Vendor rebates using charge codes.
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2
Getting started with the creation of the first vendor in a new legal entityIn this lecture, we will discuss how to create a vendor account using the procurement module in Microsoft Dynamics 365.
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3
Learning about parties, vendors, and party associations
In this lecture, we discuss how to create a vendor account from a party record in Microsoft dynamics 365. We will be exploring the process of releasing the vendor account created from a party record into multiple legal entities.
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4
Exploring Credit rating, Credit limit, Vendor hold, Reason codes in vendors
Creating a vendor is one of the most basic processes in Dynamics 365 Finance and supply chain but because this master record has so much associated functionality throughout the system it has quite a few fields on the form and can be intimidating if you don’t have an understanding of what they mean. In this video, we will be exploring key fields within vendor master available in the miscellaneous details tab
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5
Exploring vendor Currency, Invoice account, Delivery terms, & Mode of delivery
Creating a vendor is one of the most basic processes in Dynamics 365 Finance and supply chain but because this master record has so much associated functionality throughout the system it has quite a few fields on the form and can be intimidating if you don’t have an understanding of what they mean. In this video, we will be exploring key fields within vendor master available in the invoice and delivery & Purchase order default tab
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6
Introduction to Change management, Terms of payment, Method of payment setup
Creating a vendor is one of the most basic processes in Dynamics 365 Finance and supply chain but because this master record has so much associated functionality throughout the system it has quite a few fields on the form and can be intimidating if you don’t have an understanding of what they mean. In this video, we will be exploring key fields within vendor master available in the Purchase order default tab and payment tab.
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7
Getting started with trade agreement set-up
Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.
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8
Creation of first trade agreement journal
Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.
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9
Trade agreements and purchase orders -Scenarios
Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.
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10
Editing the trade agreements and making changes to the price
Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.
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11
Deep dive into line discounts set-up
This is a walkthrough of setting up lines discounts by the amount in trade agreements- Prerequisite
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12
Application of line discounts within a Purchase order
This is a walkthrough of setting up lines discounts by the amount in trade agreements- in detailed session
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13
Setting-up line discounts using percentage discounts
This is a walkthrough of setting up lines discounts by percentage in trade agreements.
Line discount is an Amount or Percentage applied to the item’s ‘Unit price’ which is multiplied by the sales order line quantity to give the line ‘Net amount. In this example, we will be exploring the line discount by percentage.
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14
Exploring line discounts using discount percentage 1 & 2
This is a walkthrough of setting up lines discounts by percentage in trade agreements.
Line discount is an Amount or Percentage applied to the item’s ‘Unit price’ which is multiplied by the sales order line quantity to give the line ‘Net amount. In this example, we will be exploring the line discount by percentage.
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Real-time examples using line discounts by quantity
This video will provide a step by step demo of line discount setup for multiple quantities. I will be setting up multiple line discount percentages based on the quantity of the item purchased from the vendor.
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Additional features using line discounts
In a previous video, we did an overview of the line discounts. Depending on your business requirements you might have compounding discounts for example based on a standard discount and then quantity tiers, for example, to encourage the customer to purchase more. When entering the journals you have the option of checking the find next flag if you want Dynamics 365 to search for all applicable discounts. This is a quick walkthrough of the effect of the find next flag.
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17
Application of discount groups for price agreements
In this walkthrough, we will discuss how to set up item price discount groups and apply the same to an item. In this example the line discount is used so you can see where to set them up, apply to the item and enter a price discount agreement journal.
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18
Using vendor discount groups in price agreements
In this walkthrough, we will discuss how to set up item price discount groups and apply the same to an item. In this example the line discount is used so you can see where to set them up, apply to the item and enter a price discount agreement journal.
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19
Adding vendor surcharges using purchase agreements
This is a walk through to discuss about the process of adding a vendor surcharge or handling fee for a vendor using the trade agreement journal
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20
Line discounts Vs Multiline discounts
This is a quick walkthrough to discuss the difference between the line discount and the multiline discount.
At their core, line and multiline discounts are Trade agreement journals (Trade agreements) and the difference is the line discounts (Purchase)are applied per line and only considers the qualities of that line to determine validity. The discount line can be set up for all vendors, a vendor group, or a single vendor and for a single item, item group, or all items and multiline discount (Purchase)will consider all the lines on the order using the same basic criteria to determine the final discount. The discount line can be set up for all vendors, a vendor group, or a single vendor and for item groups or all items.
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21
Exploring total discounts in D365
In this video, you will learn about how to enter a total discount % on the purchase order header in Microsoft dynamics 365
