D365 BC

Getting Started with Sales Orders in Business Central

Are you getting started with Microsoft Dynamics 365 Business Central or NAV and unsure how to handle sales orders? In this 3-hour training workshop, you will learn everything you need to know to create and process a Business Central (or NAV) sales order. You'll also gain insights into shipping, invoicing, posting, and other related features. This class is perfect for new users or those wanting to review the fundamentals of sales orders.

After attending this practical session, you will understand how to do the following:

-Set up & configure sales order management
-Create sales orders
-Create item reservations
-Reserve items on a sales order

You will also learn about:

-Drop shipments
-Customer prepayments
-Printing documents and standard reports

Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 1:58
Expected hours to complete course: 2:15
Course Level: Basic
Prerequisites: None
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us

  • Introduction
  • Meet Your Instructor (02:37)
  • Course Agenda (02:24)
  • Navigating the System (10:37)
  • Setup
  • Sales and Receivables Setup (03:04)
  • Customers (03:48)
  • Posting Groups (04:03)
  • Sales Orders
  • Creating a Sales Order (11:57)
  • Reservations (09:08)
  • Drop Shipments (10:01)
  • What Do All the Date Fields Mean? (07:03)
  • Prepayments
  • Prepayments (05:30)
  • Deposits (02:43)
  • Invoicing After a Prepayment (01:50)
  • Alternate Method Cash Receipts Journal (02:17)
  • Timing of Invoices and Shipments (13:58)
  • Credit Memos
  • Credit Memos When Product Is Returned (08:08)
  • Credit Memos When Product Is Not Returned (03:37)
  • Canceling or Correcting an Invoice (03:38)
  • Reporting and Conclusion
  • Aged Accounts Receivable Report (04:02)
  • Working with Multiple Vendors (08:15)
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever