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- Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.
This module explains how to:
- Understand, activate, and work with role center pages.
- Understand and work with list, card, and document pages.
- Use the app menu and app bar.
- Find help on topics within the application.
- The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.
By the end of this module, you'll be able to:
- Change the theme for your organization.
- Change user role centers.
- Personalize list and card pages.
- Searching for data is a frequent action in a business solution. Finding your data is crucial to the user experience. Understanding how to search makes all the difference. This module explains how to find your data efficiently.
By the end of this module, you'll be able to:
- Find data efficiently by using search functionality.
- Learn how to filter data.
- Use data analysis mode to query data.
- Make use of the sort function.
- Learn how to configure Purchases and Payables setup and create purchase documents like quotes, blanket orders, and invoices in Dynamics 365 Business Central.
By the end of this module, you'll be able to:
- Configure Purchases and Payables setup to control posting behavior, document numbering, and compliance options.
- Set up payment journals to enable vendor payment processing and export.
- Create purchase quotes and convert them to orders.
- Create blanket orders and convert them to orders.
- Configure recurring purchase lines to speed up document creation.
- Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.
By the end of this module, you are able to:
- Receive items from vendors.
- Post partial receipts.
- Post a purchase invoice for one receipt.
- Post a purchase invoice for multiple receipts.
- Review posted purchase documents.
- Do you want to know how to process vendor invoices in Business Central? If so, this module explains how to invoice from a purchase order, how to post an invoice for multiple receipts, and how to defer expenses to future periods.
By the end of this module, you'll be able to:
- Invoice from a purchase order.
- Invoice multiple receipts manually.
- Use deferrals in a purchase invoice.
- Discover how to process prepayment invoices in Dynamics 365 Business Central, including setup, posting, and configuring general ledger accounts.
By the end of this module, you're able to:
- Understand the requirements for setting up prepayments.
- Configure prepayment general ledger accounts.
- Set up default prepayment percentages.
- Set up prepayment posting verification for sales and purchases.
- Create sales and purchase orders with prepayment percentages and amounts.
- Post prepayment invoices that are from sales and purchase orders.
- Learn how to configure Sales and Receivables setup, set up cash receipt journals, and create sales documents like quotes, orders, and invoices in Dynamics 365 Business Central.
By the end of this module, you're able to:
- Configure Sales and Receivables setup to control posting behavior, document numbering, and compliance options.
- Set up cash receipt journals to enable customer payment processing and application.
- Create sales quotes and convert them to orders or invoices.
- Create blanket orders and convert them to orders.
- Understand how to fulfill sales orders for products not kept in stock.
- Create drop shipment orders.
- Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.
By the end of this module, students are able to:
- Ship items to customers
- Deliver partial shipments
- Invoice one shipment
- Invoice multiple shipments
- Review posted sales documents
- Do you want to know how to invoice customers in Business Central? This module explains how to invoice from a sales order and invoice multiple shipments. Also, you'll find out how to use deferrals in a sales invoice and how to include payment services.
By the end of this module, you are able to:
- Invoice a sales order.
- Send invoices to customers.
- Invoice multiple shipments manually.
- Combine shipments for multiple customers at the same time.
- Include payment services on posted sales invoices.
- Use deferrals when processing sales orders
- Do you want to learn how to adjust inventory and count items? This module explains how you can use the item journals to adjust, count, and reclassify items.
In this module, you'll:
- Adjust an item's stock.
- Post negative and positive adjustments from the item journal.
- Prepare the physical inventory count.
- Adjust inventory based on the physical count.
- Reclassify items between locations and dimensions.
- Assess the relationship between item ledger entries, value entries, and general ledger entries.
- Do you want to learn how to transfer items between locations? This module shows how to set up transfer routes and how to transfer items from one location to another.
In this module, you'll:
- Set up transfer routes.
- Specify how long it takes to transfer between locations.
- Create a transfer order.
- Ship and receive a transfer order.
- Create a direct transfer.
- View items in transit.
