Standard Workshops

Back to overview

BASICS

Duration: 1 Day

Insight and overview of Microsoft Dynamics 365 Business Central
Overview - I am introducing Business Central - how is the project structured?
Interesting facts about possible "add-ons"
Familiarisation with the user interfaces, menu structures, "tools" such as "filter", "search", etc.
Financial accounting is everything - without financial accounting everything is nothing? Insight and overview of the "heart" of Business Central
- Contexts
- Item principle
- What is "booking"? The booking routine and its "effects"

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Procurement with Business Central

Duration: 2 Days

Insight and overview on the topic of "procurement"
Master data - the "A" & "O" - (vendor & article) incl. pricing and discount determination
Practical processes including planning tools such as the order and planning proposal
- From creating an article to procurement
Purchasing process - from the order to the invoice
Dealing with complaints and returns
Call-off quotas
Assembly: stock and order-related
Production: Introduction and overview including simple examples
Practising practical processes

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Sales with Business Central

Duration: 2 Days

Insight and overview of all aspects of sales
Stammdatenpflege (Artikel & Debitor) inkl. Preis- und Rabattpflege
Master data maintenance (article & customer) incl. price and discount maintenance
Practical sales processes - from quotation to invoice / collective invoice
Blanket orders/call-offs in sales
Dealing with complaints and credit notes
Export business
Drop shipment (direct delivery) and the famous "boss order"
Information on INCOTERMS(R) and INTRASTAT
Insight into the topic of "sales planning"
Practising practical processes

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Warehouse & logistics processes with Business Central

Duration: 2 Days

Insight into and overview of warehousing and logistics, including familiarisation with possible warehouse structures
Establishment of both module areas
Storage locations and bins
Articles & inventory data
Practical examples and processes with a wide variety of storage constellations
Internal processes in the warehouse
- Various book sheets
- Stock transfers
- Inventory
Serial and batch numbers (with and without expiry date)
Practising practical processes
As a special "highlight", etiscan Identifikationssysteme GmbH will be presenting its mobile solutions and giving you the opportunity to "actively" try out the options in test environments.

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Marketing with Business Central

Duration: 1 Day

Familiarisation with "customer relationship management" in and with Business Central
Setting up the module
Contacts and their maintenance
Task management within Business Central
Activity and document management
- Serial letters/mailings and more
Profiles & contact classification
Profile & Kontaktklassifizierung
Sales opportunities
Practising practical processes

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Service with Business Central

Duration: 1,5 Days

Insight and overview of the topic "Service" with Business Central
Setting up the module
Service article vs. article / master data maintenance
Rental equipment
Resources & service incl. set-up
Service processes - for example in relation to repairs and maintenance - including for third-party devices
- Service offers, orders, work slips
- Consumption postings and billing in the service area
Service contracts
Practical examples from a wide range of industries
Practising different processes

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All about financial management with Business Central

This workshop is organised in collaboration with Olaf Zoschke from ZW-eck GbR.
Please contact us with your wishes and questions so that we can make you a concrete offer.

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Standard Workshops

BASICS

Procurement with Business Central

Sales with Business Central

Warehouse & logistics processes with Business Central

Marketing with Business Central

Service with Business Central

All about financial management with Business Central

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